Services
Explore
Free AI assessmentAnswer 15 questions about one process and see where AI could help.
Start an assessmentAI for your sales team
A live, facilitated session in which your sales team builds AI workflows for outreach, follow-up, lead research and CRM admin. The workflows use your ideal customer profile (a description of the customers you sell to best), your product and your tone. Participants test them on approved examples and review each draft before anything is sent.
- Format
- Live online
- Length
- 09:30 to 13:25
- For
- Sales teams
- Where
- Online, live
- Price
- Quoted for your team
How it runs
How the session runs
Each participant brings a description of your ideal customer profile and your product positioning, so the exercises use your own selling context.
- 01Context loading
Your customer profile and product go in first
Before the hands-on sessions, each participant adds your ideal customer profile description, product positioning and a few approved examples of past outreach or follow-up to the AI tool's instructions.
- 02Session 1
Outreach and follow-up
The first hands-on block covers the highest-volume sales writing: cold outreach, sequence copy and post-call follow-up. Participants draft messages for prospect types from your pipeline using approved examples. Nothing is sent during the session.
- 03Session 2
Research and proposals
The second block covers the work before and after meetings: lead research, call preparation, CRM notes and proposal personalisation. Each person builds at least one repeatable workflow.
- 04Library build
Shared prompts, tested and organised
The team gathers the strongest prompts from both sessions into a shared library organised by task, so the whole team finishes with the same tested prompts.
Walk Away
What your sales team takes away
The session covers the writing and admin that take up much of a sales week. Each person leaves with tested workflows for the tasks that matter most in their role.
A tested workflow that drafts personalised follow-up emails from call notes, meeting summaries or CRM records. The rep checks and edits each draft before sending it.
Prompts for cold outreach and sequence copy built on your product, your ideal customer profile and your tone. Each person leaves with prompts that produce drafts close to what they would write themselves, ready for their own review.
A repeatable process for building context before a call: the company's situation, likely priorities, recent news and talking points. The rep checks the facts against the source before relying on them.
Workflows for turning call recordings, voice notes or bullet points into structured CRM entries, so records follow the same format across the team.
Prompts for adapting your standard proposals and quotes to each prospect's situation. The person who sends each proposal still checks it.
A team document of tested prompts for the sales tasks covered in the session, organised by use case.
Who For
Who it is for
The session suits sales teams where outreach, follow-up and admin take time away from selling.
Sales teams that spend a large part of the week on follow-up, outreach copy and CRM admin
Teams where reps use AI inconsistently, with some getting useful results and others unsure where to start
Sales development reps (SDRs) and business development reps (BDRs) who write a high volume of personalised outreach
Account executives whose proposal and follow-up work cuts into selling time
Sales managers who want the whole team working to the same standard with AI
Agenda
Sample agenda
The session runs from 09:30 to 13:25, just under four hours. We adapt the agenda to your team's mix of roles using the pre-session brief.
- Setup and sales context loading20 mins
Participants load their ideal customer profile description, product or service positioning and three to five approved examples of outreach or follow-up they have sent before. The session uses this material throughout, so the drafts reflect your selling context.
- Where AI helps in sales work20 mins
A short overview of the sales tasks where AI tools are most useful, where they tend to go wrong, and what a rep should check before using a draft.
- Hands-on session 1: outreach and follow-up80 mins
Each participant builds AI workflows for their highest-volume outreach and follow-up tasks: cold email sequences, post-call follow-up from notes, re-engagement messages and LinkedIn outreach. The exercises use approved examples and prospect types from your pipeline, and the messages stay as drafts for the rep to review. The facilitator works through the breakout rooms, refining prompts that are not producing usable drafts.
- Break15 mins
- Hands-on session 2: research, preparation and proposals70 mins
The second session covers prospect research and call preparation, structured CRM notes from recordings or bullet points, and personalising proposals or quotes. Each person builds at least one repeatable workflow for a task they currently do by hand.
- Sales prompt library build and close30 mins
The team gathers the strongest prompts from both sessions into a shared library organised by task. Each participant names the AI workflow they will use first. We send the prompt library and a usage guide after the session.
Included
What is included
Each AI for sales teams session includes the following.
Sent before the session. It tells each participant which materials to prepare (ideal customer profile description, product positioning, approved outreach examples and CRM note formats) so building can start straight away.
A Reformat Labs facilitator runs the session live and works through the breakout rooms during the hands-on phases, refining prompts and helping anyone who is stuck.
A team document built during the session covering outreach, follow-up, research, CRM notes and proposal personalisation, organised by task.
A one-page reference for each participant covering the workflows they built: what each one does, how to run it and what to check before using the output.
A live call 30 days after the session to review how the team is using the workflows, answer questions, refine prompts based on day-to-day use and add new ones to the shared library.
Team
Who runs the session
A Reformat Labs consultant leads the session. For larger groups, a second consultant handles technical support.
Runs the session live, leads each hands-on block and helps participants turn prompts into workflows they can use under a normal workload.
On larger sessions, a second consultant deals with technical problems as they come up, so the lead facilitator can stay with the group.
Quotes
Quotes
Faqs
FAQs
Questions sales leaders ask before they book.
Does the session work for both inbound and outbound sales teams?
Yes. The outreach and follow-up exercises are written for outbound work, and the research, CRM and proposal workflows suit inbound and account management teams too. We adjust the agenda to your team's mix in the pre-session brief.
Which AI tools does the session use?
We usually run the hands-on sessions in ChatGPT. If your team already uses tools such as Otter.ai, Gong or HubSpot's AI features, we can include them in the CRM and call summary exercises. List your current tools in the pre-session brief.
What do participants need to prepare?
Each participant should prepare a written description of your ideal customer profile, your product or service positioning in one or two paragraphs, three to five approved examples of outreach or follow-up, and an example of your CRM note format. We send a detailed brief before the session.
Our sales team has very different roles: SDRs, AEs and account managers. Will the session cover all of them?
Yes. The session covers tasks for each role. Sales development reps spend more time in the outreach exercises, account executives on follow-up and proposals, and account managers on the research and CRM workflows. We plan the split in the pre-session brief.
Can we use the prompt library with a CRM like Salesforce or HubSpot?
Yes. The prompts work in a general AI chat tool, and during the session we can show how to adapt them for HubSpot's AI features or Salesforce Einstein.
How many people can attend?
Give us the number of attendees in your enquiry. For a large team we can run more than one session or add a second facilitator, and a small team can take the same session with more time on its own pipeline.
What does the session cost?
Pricing depends on the number of participants and whether the group needs a second facilitator. Give us those details in the enquiry form and we will quote for your team.
Talk to us
Enquire about this workshop
Tell us about your team and your preferred dates.