Built for account executives, SDRs, and sales managers who write proposals, chase follow-ups, and update CRMs all day. Learn to automate the writing so you can focus on selling.
Drop your discovery notes into a template. AI builds the executive summary, scope, timeline, and pricing sections. You review and send.
"Based on our March 15 call, here is the proposed solution for [Client] to reduce onboarding time by 40%..."
AI drafts follow-up emails in your voice — referencing the specific objection, next step, and timeline from your notes.
"Draft follow-up to Sarah at TechCorp. She asked about implementation timeline. Next call scheduled Thursday. Keep it confident but not pushy."
Voice-record or paste your call notes. AI extracts key details, updates opportunity stages, and logs next steps in your CRM.
Call notes → AI summary → Salesforce update + next task creation
Feed AI your competitor's website and your product specs. Get a battlecard with positioning, objection handling, and win themes.
"Competitor X: 20% cheaper, 3x slower implementation. Our win: Speed to value + dedicated onboarding."
You manage 20+ opportunities and write 50+ emails a week. You need proposals and follow-ups that don't take an hour each.
You send 100+ outbound emails weekly. You need personalization at scale without burning out or sounding robotic.
You review proposals, coach your team, and still carry a quota. You need to delegate the writing without losing quality.
The core curriculum is AI 101. The sales track applies it to your actual proposals, follow-ups, and CRM data. Bring your laptop and a live deal you are working.
Every sales document you build in class — from scratch to finished, ready to send.
If you need an AI workforce built for your business — not just a Saturday workshop — our consulting team designs, deploys, and runs custom AI agents tailored to your workflows. Same start: a one-hour diagnostic call.
Yes. The sales track includes workflows that connect AI output to Salesforce, HubSpot, and Pipedrive. You'll learn to generate CRM-ready notes, update opportunity stages, and log call summaries without manual entry.
We cover Claude, ChatGPT, and Microsoft Copilot for document generation, plus automations that connect to your existing sales tools like Gmail, Outlook, and CRM platforms.
Absolutely. You'll build follow-up email sequences that reference specific objections, timelines, and next steps from your call notes — in your own voice, not generic templates.
You'll learn to feed discovery notes into AI and get a complete proposal draft — executive summary, scope, timeline, pricing — in minutes. You review and customize instead of writing from scratch.
Yes. Every example in the sales track is built around B2B workflows: proposals, SOWs, battlecards, and follow-up sequences. If you sell to businesses, this track is designed for you.
Questions about the sales track, seats, or team training? Send us a message.