Role-Based Programme
RB0007

ChatGPT for Sales & Business Development

Research, Engage & Build Smarter Sales Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying ChatGPT across prospecting, account research, outreach, discovery, proposals, pipeline management, and business development activities.
  • Apply advanced prompting and context-engineering techniques to produce relevant, personalized, and structured sales outputs.
  • Use Search, Deep Research, files, and connected information to build evidence-based account, market, competitor, and opportunity intelligence.
  • Build reusable ChatGPT-assisted workflows that improve sales preparation, communication, follow-through, and reporting efficiency.
  • Apply appropriate validation, confidentiality, accuracy, and human-review practices when using AI in customer-facing sales activities.

Tools covered

ChatGPTGenerative AIAdvanced Prompt EngineeringChatGPT SearchDeep ResearchFile AnalysisProjectsCustom GPTsPlugins & Connected Apps

Who should attend

  • Sales Executives & Sales Managers
  • Business Development Executives
  • Account Managers & Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Pre-Sales & Solution Sales Professionals
  • Relationship Managers
  • Territory & Regional Sales Managers
  • Channel & Partner Sales Professionals
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Business Development Managers

Prerequisites & Participant Readiness

  • Basic understanding of sales, business development, or customer-engagement activities
  • Familiarity with prospecting, customer meetings, proposals, or account management
  • Basic understanding of Generative AI is helpful but not mandatory
  • Familiarity with everyday ChatGPT usage is beneficial
  • No programming knowledge required
  • No completion of a shorter ChatGPT course is required

TOC Modules

Concepts
  • Understanding ChatGPT capabilities within modern sales and business-development workflows
  • Identifying suitable applications across prospecting, research, communication, meetings, and account management
  • Understanding AI limitations, hallucinations, outdated information, and customer-data confidentiality
Practical activities
  • Mapping daily sales activities to appropriate ChatGPT-assisted tasks
  • Completing a guided sales workflow from business requirement to structured AI-generated output

Scenarios

Target Account to Qualified Opportunity

Target Account → ChatGPT Search / Deep Research → Business Signals → Stakeholder Intelligence → Opportunity Hypothesis → Personalized Outreach → Discovery Preparation → Qualified Opportunity

Participants research a target organization, identify relevant business signals and stakeholders, develop a credible value hypothesis, and create personalized outreach and discovery preparation to support opportunity creation.

Customer Meeting to Sales Advancement

Meeting Notes → Customer Needs → Business Impact → Stakeholders → Objections → Proposal Inputs → CRM Update → Personalized Follow-Up → Next-Step Plan

Participants transform a customer conversation into structured opportunity intelligence, proposal inputs, follow-up communication, and clearly defined next actions to improve sales progression and account visibility.

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