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AI Agency

AI at Work · Advanced · W2

AI for Sales

Prospecting, outreach, call intelligence, pipeline and proposals, hands-on

Duration
2 days · 9:00–17:00 each day (13h contact, incl. breaks + lunch)
Participant level
Intermediate: regular AI users
Format
In-person workshop: hands-on with tools
Participants
12 included · 20 maximum (flexible group size)
Prerequisite
W1 (or equivalent)
Ecosystem
Your existing tools: exercises and demos on your real stack
Price
EUR 7,000 (EUR 250 per extra participant)
Discovery Session
On request

Amounts in EUR, excl. VAT.

A trainer presenting to participants working on laptops in a bright training roomai-generated

What participants will be able to do

  • Build AI-assisted prospect research and personalised outreach at scale
  • Generate and iterate proposals faster with AI
  • Use AI to analyse pipeline health and forecast more accurately
  • Design an AI-powered sales playbook for your team

Tools & resources

Salesforce / HubSpot AILinkedIn Sales NavigatorChatGPT / ClaudeProposal generator template

What changes after this module

Sales people leave with AI woven into their real selling motion, research, outreach, call follow-up, CRM hygiene and proposals, and three workflows they use the next day.

Who should attend

Business teams. Intermediate: regular AI users.

Programme

This agenda is indicative. Content, sequencing, and examples are adapted to your team's context, tools, and objectives.

Before you start

  • A laptop and access to an approved AI assistant
  • Read access to your CRM (or a sample export)
  • A real target-account list to work on
  • A recent recorded or transcribed sales call if available (recorded with the required consent)
  • W1 or equivalent baseline
Day 19:00–10:30Account research & prospecting: Building qualified lists, enriching accounts, and spotting buying signalsWhat you may collect and keep: the GDPR rules for B2B prospecting data.
Hands-onResearch and enrich 10 real target accounts and draft an ideal-customer-profile note for each.
10:30–10:45 · ☕ Coffee break
Day 110:45–12:30Personalised outreach at scale: Turning research into messages that don’t read like templates.
Hands-onWrite a 3-touch outreach sequence personalised from your Block-1 account research, then peer-review a colleague’s.
12:30–13:30 · 🍽 Lunch break
Day 113:30–15:30Call preparation & discovery: Pre-call briefs and question design that make meetings land.
Hands-onGenerate a pre-call brief and a discovery question set for a real upcoming meeting.
15:30–15:45 · ☕ Coffee break
Day 115:45–17:00Day 1 wrap: Consolidating the research-to-outreach motion.
Hands-onAssemble your research-to-outreach workflow as a repeatable checklist.
Day 29:00–10:30Conversation intelligence: Using call transcripts and summaries to capture next steps, objections and risks.
Hands-onRun a real (or sample) call recording through analysis and extract action items and objection-handling notes.
10:30–10:45 · ☕ Coffee break
Day 210:45–12:30CRM hygiene & pipeline: Auto-summaries, next-best-action and cleaner forecasting inputs.
Hands-onDraft CRM update notes and a pipeline-review summary from raw activity data.
12:30–13:30 · 🍽 Lunch break
Day 213:30–15:30Proposals & follow-up: Proposal drafts, recap emails and mutual action plans.
Hands-onGenerate a tailored proposal outline and a post-meeting recap for a live deal.
15:30–15:45 · ☕ Coffee break
Day 215:45–17:00Measuring impact & wrap: Proving the time saved and locking in what to deploy.
Hands-onBuild a simple before/after metric (time saved per rep, response rate) and finalise 3 workflows to deploy.

Deliverables

  • Research-to-outreach workflow
  • Personalised 3-touch sequence
  • Call-prep + discovery kit
  • CRM update + pipeline-summary templates
  • Proposal & recap templates
  • Before/after impact metric

Interested in running this module for your team? Get in touch and we'll tailor the format, dates, and delivery to your context.

Request this training

Your trainer

Sales background; daily user of AI sales stacks; outreach and pipeline automation experience

Discovery Session

We also offer a Discovery Session: a 3-hour introduction to the core concepts, with a hands-on exercise, on request, for groups of 5 to 15.

3 hours · From €3,500 · Groups of 5 to 15 - On request

Request a Discovery Session

Part of a bigger path

  • ProfessionalEUR 45,000 · 10 training days
  • EnterpriseEUR 115,000 · up to 30 training days
See the programmes

Frequent questions

Can modules be taken individually?

Yes. Every module stands alone at a fixed price, and every module counts toward a programme if you continue.

Where does training happen?

At your premises or remote, on your dates, for private cohorts. Open sessions run on a fixed monthly calendar.

Which AI tools do you train on?

Yours. Every module ships in four ecosystem editions and runs its exercises on your real stack.

Who delivers?

Inforca's senior consultants and trainers. Flagged modules and the executive track are delivered at senior-expert level.

Discuss this module in a First Call: fit, dates, and the path around it.

Book a First Call

No commitment · our team responds within one business day