01
Prepare with purpose
Turn account information into questions worth asking. Separate sourced facts from assumptions before the conversation.
FIND YOUR LIGHT WITH AI · SALES & COMMERCIAL TEAMS
Better preparation.
More useful conversations.
Explore practical ways to use AI in account research, meeting preparation and follow-up while keeping people responsible for the relationship.
WHAT WE CAN WORK THROUGH
02
Make follow-up useful
Practise drafting follow-up from approved notes, checking commitments and making the next action clear.
03
Build a repeatable workflow
Map where AI can support preparation and admin, with clear boundaries for customer and commercial information.
IN PRACTICE · SALES & COMMERCIAL TEAMS
What your team will practise.
Everyday tasks from your team’s own work, practised with AI and checked to your standard.
01
Turning account information into a one-page meeting brief, with sourced facts clearly separated from assumptions.
02
Preparing the questions worth asking in a first conversation, based on what the customer’s business is actually dealing with.
03
Drafting follow-up emails from approved meeting notes, and checking every commitment before anything is sent.
04
Mapping the preparation and admin tasks AI can take on, and the customer information that must stay out of it.
BUILT AROUND YOUR TEAM
Bring a real task.
Leave with a next step.
We start with your team’s roles, current use of AI and the work you want to improve. The examples and exercises follow from that conversation.
Clear briefs, careful review and responsible information handling run through the learning. The aim is to build ways of working your people can apply and keep improving.
Explore the course series Make it part of your offsiteCOMMON QUESTIONS
Questions about AI training for sales & commercial teams.
01
What does AI training for sales teams cover?
Preparing with purpose, making follow-up useful and building a repeatable workflow. Your team practises using AI for account research, meeting preparation and follow-up, while people stay responsible for the relationship.
02
How should sales teams handle customer information with AI?
Carefully and deliberately. Before building any workflow, the team maps where AI can help and agrees clear boundaries for customer and commercial information — what can go into which tools, and what never should.
03
Will AI write our sales follow-up for us?
It can draft it. The training is about making those drafts useful: briefing AI from approved notes, checking every commitment and making the next action clear, so follow-up is faster without losing the personal touch.
Ready to make AI part of the way you work?
Tell me about your sales & commercial teams and what you want the training to change.