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    For your team · Sales and commercial teams

    AI in the deal, not instead of the conversation.

    Selling is research, preparation and follow-up wrapped around a small number of conversations that decide the outcome. AI is very good at the wrapper and has no business in the middle. Used well it buys back the hours around the call; used badly it produces confident outreach about a company nobody checked.

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    What the work looks like

    Not features. The tasks this role actually brings, and what changes about them.

    01
    Prospecting and research
    Brief yourself on an account from its own filings, site and news before the first call, instead of arriving with a template and a guess.
    02
    Discovery conversations
    Turn messy call notes into a structured account of what was said, what was implied and what still has to be asked.
    03
    Proposals and pipeline
    Draft a proposal from your own prior wins and the discovery record, then check the commitments in it against what the business can actually deliver.
    04
    Negotiation preparation
    Work through the other side's likely positions and your own walk-away before the room, which is the part that is usually skipped for lack of time.

    What people finish able to do

    Taken from the course itself, not written for this page.

    • Build rich, accurate prospect briefings in a fraction of the time, so you walk into every first meeting better prepared than most sellers are after three calls.

    • Write outreach, follow-ups, and proposals that sound like you using the PRISM prompting structure, instead of the generic templated copy buyers now ignore.

    • Prepare for every buyer conversation with tailored discovery questions and objection responses matched to the prospect and the deal stage.

    • Produce executive-ready proposals faster and with more specificity, then verify them with the TRUST framework before they reach a buyer.

    • Manage your pipeline with AI-assisted intelligence that surfaces deal risk before it becomes a forecast miss.

    • Apply a consistent data discipline and AI Safety Checklist that protects customer trust and keeps your AI practice credible.

    The objection this role always raises

    Our pipeline and customer data cannot go into a public tool.

    Deal notes, pricing and customer lists are exactly what gets pasted into a consumer chatbot when there is nothing sanctioned to use — the risk exists already and it is unlogged. Here documents stay in the storage you chose, retrieval sends passages rather than files, and every access is recorded against a named account.

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    The course written for this role

    AI+ Sales Professionals cover
    Sales & Commercial

    AI+ Sales Professionals

    Win More Deals with AI in Your Corner

    6 modules · 158 lessons

    1. AI Foundations for Sales
    2. Prompting AI for Sales
    3. AI for Prospecting and Research
    4. AI for Discovery Conversations
    5. AI for Proposals and Pipeline
    6. Selling Safely and Your 30-Day AI Plan
    See the full curriculum

    6 courses written for this work

    The lead course above, and the rest of the library for this cluster. Each has its own curriculum, its own assessment and its own certificate.

    What this role asks

    Taken from the courses themselves. These are the questions the people who wrote them kept being asked.

    Do I need a technical or AI background to take this course?

    No. The course is built for sales professionals who carry a number and win deals in human conversations. You do not need any technical background, and you will not need one — every lesson moves from watching to trying to practising on a real task from your own week.

    Will AI replace salespeople?

    No. The throughline of the course is that the sellers who win with AI use it to show up better in front of buyers, not to automate the most of their job away. The parts that win deals — reading the room, building trust, understanding the real problem — stay with you; AI prepares you to do them well.

    How long is the course and how is it structured?

    Six modules of about 60 minutes each (roughly six hours total). The modules run across the sales cycle: AI foundations for sales, prompting, prospecting and research, discovery conversations, proposals and pipeline, and safety plus a 30-day starter plan.

    What frameworks will I learn?

    PRISM for writing prompts that get usable output, TRUST for checking AI output before it reaches a buyer, the AI Opportunity Matrix and Augmentation Ladder for deciding where AI fits in your work, and an AI Safety Checklist for handling customer and deal data responsibly.

    Is it safe to use AI with customer and deal data?

    The course teaches a data discipline and an AI Safety Checklist so you protect customer trust, handle sensitive deal information appropriately, and never let an unverified AI output stand on its own in front of a buyer.

    Which sales roles is this course for?

    Account executives, business development and territory managers, solution consultants, and inside and field sales representatives across B2B enterprise, SaaS, professional services, financial products, and similar sectors where your role is finding prospects, understanding their needs, and converting opportunities into revenue.

    Start with one team.

    A pilot runs on your own documents, with the people who would actually use it, and the reporting comes back to whoever has to answer for it.

    Talk to us about training