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Prompt course · 9 lessons · 27 prompts · 1 hour · Beginner

AI for Sales Engineers

This course teaches sales engineers to use AI for requirements, demos, objections, and POC trials. Each lesson gives you prompts you can reuse with ChatGPT, Claude, or Gemini.

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What you'll learn

  • Assess requirements: Turn customer conversations into clear technical requirements.
  • Explain capabilities: Translate product features into tailored explanations.
  • Answer questions: Draft accurate answers to technical and competitive questions.
  • Prepare demos: Plan demos with realistic scenarios and likely questions.
  • Handle objections: Prepare confident responses to security and compliance concerns.
  • Design solutions: Outline architectures, phased plans, and resource estimates.
  • Run POC trials: Define success criteria, project plans, and troubleshoot issues.
  • Create documentation: Draft design documents and technical case studies.

What's inside

9 lessons · 27 prompts
  1. Before you start · framework course RACE Prompt Framework: Role, Action, Context, ExpectationFor a sales engineer, RACE fits because it sets role, action, context, and expectation when writing a client's technical proposal.
  2. Start here Priya's Wednesday, two waysA day in the life of a Sales Engineer, before and after these prompts.
  3. 01 Lesson 1 · 5 prompts Assess Customer Requirements
  4. 02 Lesson 2 · 3 prompts Explain Product Capabilities
  5. 03 Lesson 3 · 4 prompts Answer Technical Questions
  6. 04 Lesson 4 · 3 prompts Prepare Product Demos
  7. 05 Lesson 5 · 2 prompts Handle Technical Objections
  8. 06 Lesson 6 · 3 prompts Design Technical Solutions
  9. 07 Lesson 7 · 3 prompts Run Proof-of-Concept Trials
  10. 08 Lesson 8 · 2 prompts Create Technical Documentation
  11. 09 Lesson 9 · 2 prompts Support Contract Negotiations

About this course

7 topics

Prompts for sales engineers, from discovery to close

This course is built for sales engineers who want to use AI in their daily work. You will learn prompts for requirements, demos, objections, and proof-of-concept trials.

Each lesson gives you a prompt you can copy into ChatGPT, Claude, or Gemini. You will see how to adapt it to your product and your customer.

  1. The lessons
    1. Assess Customer Requirements: Use AI to turn raw customer conversations into clear, structured technical requirements.
    2. Explain Product Capabilities: Use AI to translate complex product features into clear, tailored explanations for any audience.
    3. Answer Technical Questions: Use AI to quickly draft accurate answers to common technical, integration, and competitive questions.
    4. Prepare Product Demos: Use AI to plan and customize product demos with realistic scenarios and anticipated questions.
    5. Handle Technical Objections: Use AI to prepare confident responses to technical objections, including security and compliance concerns.
    6. Design Technical Solutions: Use AI to outline solution architectures, phased plans, and resource estimates based on customer needs.
    7. Run Proof-of-Concept Trials: Use AI to define POC success criteria, project plans, and troubleshoot issues from logs or descriptions.
    8. Create Technical Documentation: Use AI to draft solution design documents and technical case studies efficiently.
    9. Support Contract Negotiations: Use AI to draft RFP responses and summarize technical terms for legal review.
  2. What the course covers

    The course walks through nine lessons, from assessing customer requirements to supporting contract negotiations. Each lesson focuses on a task you already do.

    You will practice turning messy notes into clear requirements, planning demos, and answering technical questions.

  3. How the lessons connect

    The lessons follow the sales cycle. You start with discovery, move to explanations and demos, then handle objections and design solutions.

    Later lessons cover proof-of-concept trials, documentation, and negotiation support.

  4. How to use the prompts well

    Always give the AI context: the customer's industry, the product, and the goal. Then ask for a specific format, like a bullet list or a short email.

    Review every output. AI can miss details, so your technical judgment matters.

  5. Who this course is for

    This course is for sales engineers who support demos, answer technical questions, and run trials. It works whether you are new to the role or have years of experience.

    It is also useful for solutions architects and technical account managers.

  6. Safety and privacy on the job

    Never paste customer names, contract terms, or private data into a public AI tool. Use your company's approved tool and follow its rules.

    When in doubt, describe the situation without identifying details.

  7. Your next step

    Pick one lesson that matches a task you have this week. Try the prompt, edit the result, and see how much time you save.

    Then move to the next lesson and build the habit.