Role-Based Programme
RB0008

ChatGPT for Sales & Business Development

Advanced AI Workflows, Account Intelligence & Sales Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in applying ChatGPT across prospecting, account research, outreach, discovery, proposals, pipeline management, account growth, and sales reporting.
  • Architect reusable AI-assisted sales workflows that combine prompting, research, files, account context, Projects, and specialized assistants.
  • Apply ChatGPT to improve personalization, meeting preparation, follow-through, sales documentation, competitive intelligence, and decision support.
  • Integrate permitted sales applications and automate suitable recurring sales activities while maintaining human approval over customer-facing and commercial decisions.
  • Build governed, repeatable ChatGPT workflows that improve sales productivity, research quality, consistency, and execution efficiency.

Tools covered

ChatGPTAdvanced Prompt EngineeringChatGPT SearchDeep ResearchFile AnalysisMultimodal AIProjectsCustom GPTsPlugins & Connected AppsScheduled Tasks

Who should attend

  • Sales Executives & Account Executives
  • Business Development Executives
  • Business Development Managers
  • Inside Sales Professionals
  • Enterprise Sales Professionals
  • Key Account Managers
  • Strategic Account Managers
  • Sales Managers & Regional Sales Leaders
  • Pre-Sales & Solution Consulting Professionals
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Partnership & Alliance Professionals
  • Customer Growth & Expansion Teams
  • Sales Directors & Business Heads

Prerequisites & Participant Readiness

  • Familiarity with prospecting, customer meetings, account management, proposals, pipeline, and sales follow-up activities
  • Basic understanding of CRM and common sales processes is helpful
  • Familiarity with professional communication and business research
  • Basic Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Some advanced capabilities may depend on ChatGPT plan, workspace permissions, and connected application access
  • Completion of shorter ChatGPT for Sales programmes is not required

TOC Modules

Concepts
  • Understanding ChatGPT and Generative AI in the sales lifecycle
  • Identifying suitable applications across prospecting, engagement, conversion, and account growth
  • Understanding AI assistance versus salesperson judgement
  • Understanding hallucinations, privacy, confidential customer information, and validation
Practical activities
  • Exploring ChatGPT through realistic sales requirements
  • Comparing manual and AI-assisted approaches to recurring sales activities
  • Identifying high-value AI opportunities within an existing sales process

Scenarios

Strategic Account Intelligence to Opportunity Development

Target Account → Deep Research → Business Signals → Stakeholder Intelligence → Opportunity Hypothesis → Personalized Engagement → Meeting Preparation → Account Plan

Participants build an advanced account-development workflow that combines research, buyer context, personalization, discovery planning, and account strategy to improve prospecting quality and sales preparation.

Customer Meeting to Deal Execution

Customer Meeting → Requirements & Objections → CRM-Ready Summary → Proposal → Follow-Up → Pipeline Risk Review → Next-Best Actions → Human Approval

Participants use ChatGPT to transform customer conversations into structured sales documentation, proposal inputs, opportunity updates, and follow-through actions, improving sales execution efficiency while retaining salesperson control over customer and commercial decisions.

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