Role-Based Programme
RB0006

ChatGPT for Sales & Business Development

Practical AI Skills for Modern Sales Teams

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using ChatGPT across practical Sales and Business Development activities.
  • Apply structured prompting techniques to improve prospect research, account preparation, customer communication, and sales documentation.
  • Use ChatGPT to support outreach, discovery meetings, proposals, presentations, follow-ups, and account-planning activities.
  • Analyse sales documents, prospect information, and structured pipeline data to identify useful insights and next actions.
  • Create repeatable AI-assisted sales workflows while maintaining accuracy, confidentiality, appropriate personalization, and human judgement.

Tools covered

ChatGPTGenerative AIPrompt EngineeringChatGPT SearchFile UploadsDocument AnalysisSpreadsheet & Data Analysis

Who should attend

  • Sales Executives
  • Business Development Executives
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Enterprise Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Relationship Managers
  • Pre-Sales Professionals
  • Sales Managers & Team Leaders
  • Territory & Regional Sales Professionals
  • Channel & Partnership Professionals
  • Customer Acquisition Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with prospecting, customer communication, meetings, and sales follow-ups
  • Basic computer and internet proficiency
  • Familiarity with spreadsheets, presentations, or CRM information is helpful
  • No programming knowledge required
  • No previous ChatGPT experience required
  • Participants should avoid entering confidential customer or commercially sensitive information unless permitted by their organisation

TOC Modules

Concepts
  • Understanding ChatGPT and Generative AI from a sales professional's perspective
  • Identifying suitable applications across prospecting, communication, meetings, proposals, and account management
  • Understanding AI assistance versus salesperson judgement and relationship-building
  • Recognising hallucinations, outdated information, confidentiality, and verification requirements
Practical activities
  • Exploring ChatGPT through common sales and business-development activities
  • Comparing simple and structured instructions for the same sales requirement
  • Identifying high-value repetitive sales tasks suitable for AI assistance

Scenarios

Prospect Research to Customer Meeting

Target Account → ChatGPT Search → Account Intelligence → Stakeholder Context → Personalized Outreach → Discovery Questions → Meeting Preparation

Participants create a practical prospecting workflow that transforms current account information into targeted outreach and a structured discovery-meeting plan, improving preparation quality and relevance.

Customer Meeting to Opportunity Progression

Meeting Notes → ChatGPT Analysis → Requirements & Concerns → Action Items → Follow-Up Email → Proposal Structure → Next-Step Plan

Participants transform customer-conversation information into structured follow-up actions and proposal preparation, improving sales documentation, responsiveness, and opportunity progression.

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