# AI for Sales Professionals Canonical URL: ## Overview Far too many hours in a salesperson's week go to activity that is not selling: prospect research, follow-up emails, proposal customization, CRM note updates, and preparation for the next meeting. When Claude absorbs the research, writing, and analysis around those tasks, the hours come back. Starting at your first conversation with Claude, this hands-on course carries you to a complete AI workflow built for sales. Sales-specific examples, exercises, and real deal documents teach you to write prompts that work, hold ongoing work together in Projects, and connect Claude to the tools you already use. ## What you'll learn - Write clear, purposeful prompts that produce accurate and consistent results for writing, analysis, summarization, and research - Tune Projects, Artifacts, Styles, and Memory until your Claude workflow follows the rhythm of your own sales process - Study advanced prompting techniques such as role-based prompting, chain-of-thought reasoning, and the You Ask Me method - Connect Claude to the workplace tools that carry your sales day, such as Google Drive, Gmail, Excel, and PowerPoint - Aim Claude at the sales workflows behind your results, including prospect research, proposal drafting, objection handling, pipeline analysis, and competitive positioning - Assemble a full sales Claude system and complete the course with a capstone deal pursuit package you can put straight to work ## Prerequisites Professional experience in sales or business development. No prior AI or technical experience required. ## Curriculum #### Module 1: Getting Started with Claude AI - Explain how Claude works in plain language and identify the model tiers, plans, and interface - Understand the context window, how Claude processes information, and when to start new conversations - Practice your first Claude conversation using a sales-specific prompt - Identify what Claude does well, what it doesn’t, and when human judgment is essential #### Module 2: Prompting Fundamentals - Apply the five-part prompt framework: context, task, format, constraints, and examples - Write effective prompts across five use cases: writing, summarization, analysis, research, and creative problem-solving - Recognize and fix common prompting mistakes that produce vague or unusable output - Practice prompting with sales scenarios: drafting a prospect follow-up email, summarizing an RFP, and writing a discovery call prep brief #### Module 3: Working with Files & Documents - Upload and analyze images, PDFs, spreadsheets, and documents directly in Claude - Use Claude to extract, compare, and summarize information from uploaded files - Work with sales-specific file types: RFPs, proposals, pipeline exports, CRM screenshots, and competitive intelligence reports - Complete a hands-on file analysis exercise using provided sales sample documents #### Module 4: Projects & Knowledge Bases - Explain how Projects use custom instructions and knowledge bases to organize ongoing work - Write effective Project instructions that encode your role, audience, format preferences, and rules - Upload reference documents and understand how RAG retrieves relevant content - Create a sales Project for a major deal pursuit using your company’s solution one-pager, a prospect brief, and a sample proposal #### Module 5: Artifacts, Styles, Memory & Usage Management - Create reusable deliverables with Artifacts and edit them directly or through conversation - Build custom Styles that match your professional communication voice - Configure Memory to retain key context about you and your work across conversations - Apply usage management techniques to extend your plan value #### Module 6: Advanced Prompting & AI Tool Selection - Use role-based prompting, chain-of-thought reasoning, and multi-step workflows - Apply Extended Thinking, web search, and the You Ask Me technique for complex tasks - Compare Claude with ChatGPT, Copilot, and Gemini to choose the right tool for each task - Practice advanced prompting with sales scenarios: diagnosing a stalled deal, building a multi-touch outreach sequence, and preparing for a negotiation #### Module 7: Introduction to Claude Cowork - Explain what Cowork is and how it differs from the claude.ai chat interface - Read, write, and manage files from your desktop environment - Configure guardrails, file permissions, and network settings for safe use - Understand prompt injection risks and how to protect against them #### Module 8: Context System, Connectors & Integrations - Build foundational context files and set Global Instructions that apply to every Cowork session - Connect Claude to Slack, Google Drive, Gmail, and other workplace tools - Use Claude natively in Excel and PowerPoint with the Office add-ins - Configure your context system and connections for sales workflows, including pipeline analysis in Excel and deal presentations in PowerPoint #### Module 9: AI for Sales — Core Workflows - Use Claude and web search to produce one-page prospect research briefs with company overview, recent news, likely pain points, and conversation starters - Draft customized proposals and RFP responses using your solution documentation and the prospect’s stated requirements - Build objection-handling scripts with evidence-based responses and competitive positioning against key rivals - Analyze a pipeline export to identify at-risk deals, stalled opportunities, and priority actions for the week - Complete a hands-on lab producing a multi-document sales content package #### Module 10: Capstone — Build Your Sales Claude System - Audit your sales tasks and identify the highest-value opportunities for Claude assistance - Configure a personalized sales Claude system: Projects, context files, Styles, and connected tools - Run a complete end-to-end deal pursuit workflow: prospect brief, customized proposal, competitive positioning document, and a three-email follow-up sequence - Create a Week 1 action plan for applying what you’ve learned to your sales role ## FAQ ### Who is the target audience for this course? Account Executives, Sales Development Representatives (SDRs), and Business Development Professionals will get the most from this course. Sales Managers, Client Success Managers, and Revenue Operations Analysts are an equally strong fit. No background in AI is necessary, but sales or business development experience is required. ### Is this course open to beginners? Professional experience in sales or business development. No prior AI or technical experience required. ### Do you offer payment plans or student financing for this course? This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify. ### Can I take this course online (remote learning)? No upcoming live online dates are currently available. Please contact us about future availability. ### What happens if I need to miss a session? You have some options: You can watch a recording of the session. We will provide any course materials. Contact us to confirm whether remote attendance is available for your session. You can use your free retake to make up any missed class time. ### What’s included with my tuition? A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement Expert instructors who are industry professionals and experienced educators that are driven to help you succeed Comprehensive learning materials including proprietary workbook developed by industry experts A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice A certificate of completion to verify your accomplishment The prestige of completing an accredited program recognized in the industry ### Are there any additional fees or expenses? There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us. ### Do you offer any discounts for this course? We don’t currently offer discounts as we do our best to affordably price our courses. ## Pricing **Tuition:** $899