Sales AI Leaders Pathway | Education Series (Launching 2026)
- AI Foundations for Sales: Clear, plain-English lessons on AI fundamentals, prompting, limitations, and safe usage — specifically framed for real-world sales environments and customer-facing work.
- Applied AI Sales Workflows: Real sales use-cases including prospect research, personalised outreach, discovery preparation, CRM updates, follow-ups, proposals, and account management — tailored to your organisation’s sales process and ICP.
- Module AI Quizzes: Short assessments to reinforce understanding and confirm practical sales capability.
- Portfolio-Ready AI Assignment Outputs: Leave with AI-supported prospecting systems, outreach templates, discovery frameworks, CRM workflows, proposal drafts, and real sales examples specific to your company.
Program Modules (Launching 2026)
Learn how AI actually works inside a modern sales environment — what it’s good at, what it struggles with, and how to use it confidently without fear or hype. You’ll understand how prompts work, why outputs vary, and how to avoid common reliability and accuracy pitfalls that hurt trust with customers.
You’ll also learn the boundaries of safe usage: what data can and cannot be shared, how AI interacts with customer information, and where human judgment must always stay in control.
Outcome: Clear understanding, reduced fear, and confident day-one AI usage in real sales work.
Before using AI, you’ll map how your sales role actually works today — from prospecting and outreach through to discovery, proposals, and close. This reveals where time is lost to admin, rework, bottlenecks, and manual handoffs.
By visualising your “before state,” you gain clarity on exactly where AI can support you without disrupting your pipeline or creating new risk.
Outcome: A clear, shared view of your real sales workflow and where AI will create leverage.
You’ll walk through real-world, practical sales workflows showing how AI is used for research, outreach, qualification, follow-ups, CRM updates, and proposals. These examples are grounded in real sales environments — not generic demos.
Each example shows what the human does, what AI supports, and where judgment and approval stay with the salesperson.
Outcome: A concrete understanding of how AI fits into real sales work — not just in theory.
This is where employees apply AI directly to their own live work. You’ll redesign real sales tasks you already perform — such as lead research, follow-ups, call preparation, or proposal drafting — into practical AI-supported workflows.
Every workflow you build is tested against your real accounts, leads, and pipeline so outputs are immediately usable.
Outcome: Working AI-supported sales workflows tailored to your role.
Learn how to move from one-off prompts to reusable prompt systems and sales templates. You’ll build structured prompts for research, outreach, discovery questions, follow-ups, and proposal drafting that consistently deliver high-quality outputs.
This ensures results are reliable, on-brand, and usable by others — not random, inconsistent, or risky.
Outcome: A personal library of proven sales AI prompts and templates.
You’ll apply everything you’ve learned directly to your organisation’s real sales environment — your ICPs, your product, your messaging, and your sales motion.
Instead of generic examples, you’ll work through live company-specific scenarios so outputs align with your brand voice, compliance requirements, and commercial realities.
Outcome: AI workflows that are immediately usable inside your organisation.
Here, you move beyond individual task optimisation and redesign entire sales workflows for speed, clarity, and consistency. You’ll remove unnecessary steps, reduce admin load, and strengthen handovers across the pipeline.
The focus is on making the human work easier while increasing output and quality.
Outcome: Faster, cleaner sales execution without increasing operational strain.
You’ll learn how to use AI responsibly in customer-facing roles — including privacy, brand governance, legal considerations, data protection, and preventing hallucinations or misrepresentation.
This module ensures AI strengthens trust with customers rather than putting the business at risk.
Outcome: Safe, compliant, and brand-aligned AI usage across the sales team.
Learn how to measure the real commercial impact of AI on your sales work — including time saved, activity volume, conversion rates, pipeline velocity, and revenue influence.
You’ll build a simple ROI model tied directly to one of your redesigned workflows.
Outcome: Clear proof of productivity and revenue impact from AI usage.
You’ll compile your redesigned workflows, prompt systems, templates, and real-world examples into a practical Applied Sales AI Portfolio tailored to your role and organisation.
This portfolio becomes:
- Proof of your AI capability
- An internal enablement asset
- A career-defining skills record
Outcome: A fully documented, job-ready Sales AI portfolio you can apply immediately.

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