From lead generation to close, arm the whole sales motion with AI
A working course that applies AI across the full sales cycle — lead scoring, account research, proposals and email, call analysis — to lift conversion and productivity. The emphasis is on human-plus-AI, not AI alone.
What is AI training for sales teams?
This course applies AI across the whole sales cycle — prospecting and account research, proposal writing, call analysis, follow-up. McKinsey and industry research put revenue 13-15% higher and sales ROI 10-20% higher for teams using AI, and more than 80% of AI-using sales reps report revenue growth, against 66% of those who do not use it. But AI SDRs working alone underperform people on conversion in some areas, so the course concentrates on the human-plus-AI split: what AI handles, and what a person has to close.
Across the whole cycle
AI gets attached at every stage of the pipeline — research, messaging, call analysis, follow-up.
Tailored messaging
Cold emails and proposals that reflect the account's context, generated at volume and still on-tone.
Human plus AI
Separates what AI does well from what a person has to close, and gets the most out of both.
Revenue lift for sales teams using AI
Improvement in conversion rate after adopting AI
Time each rep saves per week
Evidence and cases
Why this training matters now
AI sales teams: 13-15% more revenue, up to 47% better conversion
McKinsey and industry meta-analysis put revenue gains at 13-15% and sales ROI gains at 10-20% for B2B teams using AI. Adoption lifted lead generation by 50% and conversion rates by 47%. Among reps using AI, 69% cut about a week off the sales cycle and 68% closed more deals. Reps using AI are 47% more productive, saving roughly 12 hours a week.
Source: McKinsey and industry meta-analysis of AI in sales (2025-2026)
The AI-only trap: closing is still a human strength
The same analysis found AI SDRs converted meetings into opportunities 15% of the time, against 25% for human SDRs, a 40% performance gap. The lesson is to treat AI as an amplifier rather than a replacement for salespeople. This course closes that gap by splitting the work: AI handles research, messaging, and call analysis, while people build trust and close.
Source: Industry meta-analysis of AI in B2B sales (MarketBetter, 2026)
Curriculum
6 hours (1 day) — what's covered
AI sales intelligence
1 hourAutomated prospect research | lead scoring and prioritization | account context summaries that cut call prep time
Writing sales messages with AI
2 hoursAccount-specific cold emails and follow-ups | proposal drafts | objection-handling scripts | A/B variants of tone and length
AI analysis of calls and meetings
2 hoursAutomatic recording summaries | extracting needs and buying signals | automating the next action and CRM entry
The human-plus-AI sales workflow
1 hourSeparating what AI does well from what a person has to close | designing AI into your team's sales playbook
Key concepts in the curriculum
A quick look at what this course covers.
AI lead scoring
Screening and ranking prospects automatically
Messages that land
A tailored message hitting the right buyer
Rep and AI together
AI and the rep closing the deal side by side
Learning objectives
- Automate lead scoring and account research with AI
- Generate tailored proposals, cold emails and follow-ups at volume
- Analyze call and meeting recordings with AI to derive the next action
- Design a human-plus-AI sales workflow
What you take away
- A prompt set for account research and lead scoring
- Cold email and follow-up templates by account
- A workflow for AI call summaries and action extraction
- A draft human-plus-AI sales playbook for your team
Expected outcomes
- Much faster lead generation and qualification
- Better and more numerous account-specific communications
- Time back from call prep, follow-up and other non-core work
- A direct contribution to conversion and revenue growth
How teams put this to use
Prospect research
Enter an account and get its situation, needs and points of contact summarized for call prep
Tailored cold email
Generate several versions of a cold email or follow-up, shaped to the account's context
Call recording analysis
Pull needs, buying signals and next actions out of a meeting recording automatically
Proposal drafts
Feed in customer requirements and get a proposal structure and draft quickly
AI for sales teams — FAQ
Yes. Anyone working in sales can join regardless of tenure. We cover the tools from the ground up and the exercises follow a real sales motion, so new reps and SDRs can use it straight away.
No. Industry data shows AI SDRs working alone convert meetings into opportunities at a lower rate than people in some areas. This course hands the repetitive work — research, first-draft messaging, call analysis — to AI, and keeps trust-building and closing with the person.
Yes. Bring your product information, real customer examples and existing sales material and you will practice on those. Cold emails, proposals and the playbook all come out shaped to your sales context.
The exercises include pushing call summaries and extracted actions into the CRM. Tell us which CRM and sales stack you use and we run the workflow examples against those.
Yes. The prompt sets, message templates and sales playbook built during the course go straight into the field the next day, and because you practice on your own material they are ready to use.
AI for sales teams — get started
Tell us your goals and headcount, and we'll design the program around them.