AI for Sales & Customer Success
Research, prospect, follow up and handle objections in half the time.
AI won't sell for you, but it will do the prep. We'll build a sales workflow from account research to personalized outreach, discovery call prep, meeting-notes-to-follow-up and objection handling — with prompts you can use on your very next call.
What you'll be able to do
- Research an account and stakeholder in 5 minutes
- Write personalized outreach that doesn't sound like AI
- Turn meeting notes into follow-ups and CRM updates
- Practice objection handling with AI role-play
The 90-minute plan
- 10 minWhere AI fits in the sales cycle
- 15 minAccount + prospect research
- 20 minOutreach sequences that sound human
- 20 minHands-on: call prep + AI role-play
- 15 minNotes → follow-up → CRM
- 10 minQ&A
You'll leave with
- Sales prompt pack (30 prompts)
- Outreach sequence templates
- Discovery call prep sheet
- Objection-handling role-play script
- Class recording (12-month access)
Who it's for
Sales reps, account managers, founders who sell, and customer success teams.
Before class
None.
Tools: ChatGPT, Claude, LinkedIn, your CRM
Pairs well with
AI Jumpstart: ChatGPT & Claude for Everyday Work
Set up ChatGPT and Claude the right way and save hours on email, writing, research and planning — starting today.
Prompt Like a Pro: Frameworks That Actually Work
Learn the 5 prompting frameworks pros use and build a personal prompt library you'll reuse forever.
AI for Small Business Marketing: A Month of Content in 90 Minutes
Build a brand-voice AI and leave class with 30 days of social posts, 4 emails and a landing page draft.
Do I need any technical experience?
No. Most classes are built for beginners and busy professionals. If a class needs anything beforehand, it's listed under "Before class" on its page.
What happens after I book?
You'll get an instant confirmation email with a calendar invite. Your Zoom link arrives 24 hours before class, plus a 1-hour reminder.
What if I can't make it live?
Every attendee gets the recording and all templates — you'll have access for 12 months. Live is better (you can ask questions), but you won't miss out.
What's your refund policy?
Full refund up to 48 hours before class. Within 48 hours, we'll move you to any future session of the same class at no cost. Can't make it live? Every attendee gets the recording.
Which AI tools do I need?
A free ChatGPT or Claude account covers most classes. Where a paid plan helps, we'll say so on the class page — and show free alternatives.