How to effectively learn AI Prompting, with the 'AI for Sales Representatives (Prompt Course)'?

Start closing more deals with AI-guided workflows for every stage of your sales cycle

This prompt-focused course gives sales representatives a clear, practical system for applying AI and ChatGPT across prospecting, discovery, deal support, and account growth. Each module concentrates on a key sales activity-lead generation, product information synthesis, sales scripts, competitive analysis, email optimization, customer relationships, forecasting, pricing, social listening, feedback review, training, market trends, proposal creation, process automation, CRM analysis, virtual assistants, cross-sell and upsell, team performance, and segmentation-so you can connect prompts to real outcomes across the full funnel.

Across the course, you'll learn how to ask better questions of AI, structure inputs for accuracy, and turn outputs into sales-ready assets and actions. You'll also learn how to integrate AI into your daily workflow without adding noise, how to verify results, and how to keep customer data safe.

What you will learn

• Prospecting and lead generation: Use prompts to source prospects, enrich contact insights, and align outreach with buyer fit and timing.
• Product knowledge at your fingertips: Summarize product information, benefits, and technical specs into concise, customer-focused talking points.
• Sales scripts and messaging: Create adaptable scripts for discovery, demos, objections, and closing, with tone and structure that match your audience.
• Competitive insight: Translate public signals into practical battlecards and positioning that support calls and proposals.
• Email campaign tuning: Improve subject lines, body copy, CTAs, and follow-up sequences while reducing spam risk and keeping brand voice consistent.
• CRM effectiveness: Summarize notes, write clean entries, highlight next steps, and spot pipeline gaps without extra admin burden.
• Forecasting and pricing clarity: Turn raw pipeline data into forecast scenarios and pricing rationales that support negotiation.
• Market and social signals: Convert social posts and trend data into insight for timing, messaging, and content angles.
• Customer feedback into action: Analyze transcripts, surveys, and reviews to refine messaging, fix friction, and inform enablement.
• Training and enablement: Produce playbooks, checklists, quizzes, and role-plays that accelerate onboarding and coaching.
• Proposal and SOW customization: Adapt proposals to buyer priorities and industry expectations while keeping compliance and tone consistent.
• Process automation: Reduce repetitive tasks with prompt-driven workflows for research, documentation, and follow-up.
• CRM data analysis: Improve data quality, spot stalled deals, and surface actions that move revenue forward.
• Virtual sales assistant: Configure AI helpers for reminders, summaries, and preparation for meetings and calls.
• Cross-sell and upsell: Identify account signals that indicate expansion paths and craft outreach that adds clear value.
• Sales team performance: Translate activity data into coaching tips and identify best practices worth sharing.
• Customer segmentation: Group prospects and accounts by need, fit, and behavior to guide targeted outreach.

How the modules connect into one workflow

The course ties each module into a steady, repeatable process that supports your entire cycle:

• Define customer segments and ideal profiles to focus time where it matters.
• Use research prompts to gather company, product, and competitor context that informs outreach.
• Create scripts and email sequences that match the segment's pain points and goals.
• Feed interactions back into your CRM with concise notes, next steps, and reasoning.
• Analyze both pipeline and sentiment data to refine messaging and deal strategy.
• Turn insights into proposals, pricing options, and negotiation plans.
• Automate repetitive steps and assign a virtual assistant to keep follow-ups on track.
• Review outcomes to coach the team and reinforce what works.

How to use the prompts effectively

Great outcomes start with how you set up the request. The course shows you how to:

• Set context: Give role, market, product, and goal so outputs match your situation.
• Specify audience and tone: Indicate buyer role, industry, and preferred style for clear, relevant messaging.
• Provide the right inputs: Paste short excerpts from product sheets, call notes, or CRM fields rather than long, unstructured text.
• Ask for structure: Request bullet points, tables, or sections to simplify editing and sharing.
• Constrain and iterate: Set length limits, number of options, and quality criteria, then refine with follow-up prompts.
• Validate outputs: Cross-check facts, confirm numbers, and keep a list of trusted sources.
• Protect data: Keep confidential information out of tools that are not approved and use redacted examples when needed.
• Integrate with your stack: Export outputs in formats that fit email, CRM, and proposal tools to reduce copy-paste work.

Practical outcomes you can expect

• Prospect lists that match target criteria, with quick context for first-touch personalization.
• Discovery questions that reveal value drivers and shorten the path to a qualified opportunity.
• Sales scripts that reduce prep time and improve message consistency across the team.
• Competitor positioning that supports objection handling and proposal content.
• Email campaigns with stronger open and reply rates through tested phrasing and structure.
• Cleaner CRM notes, fewer gaps, and clearer next steps that increase pipeline momentum.
• Forecast views that align with current deal health and buyer signals.
• Pricing narratives that help buyers justify the decision internally.
• Market and social insights that inform timing, content topics, and call openers.
• Faster proposal creation with consistent language, clear benefits, and aligned outcomes.
• Automated follow-ups and summaries that give you more selling time.
• Better coaching through performance patterns and examples of messages that work.
• Segmentation that guides where to focus outreach and which offers to present.

Who this course is for

• Account executives who want stronger prep, cleaner follow-through, and better forecasts.
• SDRs/BDRs who need fast research, smart personalization, and outreach that gets replies.
• Account managers who focus on retention, expansion, and multi-threading.
• Sales managers and enablement leads who support consistency, coaching, and team-level improvement.

Course structure and learning experience

• Step-by-step modules: Each topic builds on the previous one, so you can apply prompts in sequence or pick the areas you need most.
• Hands-on exercises: Practice using prompts with realistic scenarios and turn outputs into sales-ready assets.
• Checklists and frameworks: Keep a concise set of reminder steps for common tasks such as call prep, email revision, and proposal updates.
• Self-paced format: Move through lessons in order or jump to the most relevant module for your role and goals.

Data, tools, and workflow integration

You will learn how to apply prompts using the data you already have and the tools you already use:

• Work with CRM fields, notes, and activity logs without restructuring your entire system.
• Use public sources and approved internal documents to inform AI without sharing sensitive data.
• Export outputs in clean formats for email, presentation, and proposal platforms.
• Track which prompts save time and improve response quality, then standardize them for team use.

Accuracy, compliance, and responsible use

AI can speed up research and writing, but it can also produce errors. The course includes best practices for quality control and safe adoption:

• Set ground rules for factual checks, approvals, and data handling.
• Use clear sourcing methods and keep a record of key references.
• Align prompts with privacy, security, and brand standards.
• Know when to keep a human in the loop-especially for pricing, commitments, and legal terms.

The value you gain

• Consistency: Give every rep a repeatable way to research, write, and follow up.
• Speed: Reduce prep and documentation time so you can focus on conversations.
• Relevance: Match messaging to each buyer's priorities using structured inputs and audience cues.
• Clarity: Turn noise into clear next steps, sharper proposals, and better coaching signals.
• Scalability: Standardize what works and share across the team with minimal rework.

Getting started

You can begin anywhere, though most learners start with lead generation and product information synthesis, then move into scripts, email optimization, and CRM workflows. As you progress, you'll strengthen forecasting, pricing, proposals, and automation. By the end, you'll have a practical library of prompt-driven processes that support your goals across the entire sales cycle.