Course

AI for Sales

One deal, from a cold list to a signed proposal, without the admin.

IntermediateSales

0/88 stops · about 2 hours · final quiz · certificate

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Start with

• AI at Work: FoundationsStart from zero and finish with three things you can actually use.

Who this is for

Account executives, business-development reps and owner-sellers who carry a number and hate the admin. Every example follows Dalia, who sells commercial cleaning contracts to property managers and office tenants in Orange County.

You will be able to

• Research a prospect and its building in ten minutes and walk in with three specific questions
• Turn a call transcript into CRM notes, next steps and a follow-up that quotes the prospect
• Write proposals from a Project that holds your pricing rules, terms and past wins
• Handle the five objections you hear every week with drafts you have already tested
• Keep the pipeline honest with a weekly review Claude prepares from the CRM export
• Put research, follow-ups and the Friday forecast on a schedule

Stops

1. 1 Research before the callTen minutes on the company, the building and the person, ending with three questions nobody else asks. Daily
2. 2 A Project that knows your offerOne Project holding your services, pricing rules, terms and three past wins, so every draft sounds like you sell this. Set once
3. 3 The call, into the CRMThe Zoom transcript becomes a CRM note, next steps with owners and dates, and one honest line about what could kill the deal. Daily
4. 4 The follow-up that quotes themA same-day email that repeats two things the prospect actually said, in three lengths, with a promise check before it sends. Daily
5. 5 ProposalsWalkthrough notes plus the Offer Project become a Word proposal with scope, frequency, an empty price table and the one-page tenant version. Weekly
6. 6 ObjectionsThe five you hear every week, drafted in your voice, tested against your past wins, and rehearsed out loud before the call. Daily
7. 7 Pipeline and forecastThe HubSpot export becomes a stale-deal list, a next-step audit and a Friday forecast with one honest confidence line per deal. Weekly
8. 8 Dalia's weekThree routines on a schedule, Dispatch from the truck after a walkthrough, and one deal run end to end as a capstone. Weekly

Final quiz