Role-Based Programme
RB0500

Gemini for Google Workspace for Sales & Business Development

AI-Assisted Prospecting, Sales Communication & Deal Productivity

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Gemini across Google Workspace for prospect research, account preparation, sales communication, and opportunity management.
  • Create personalised outreach, meeting briefs, proposals, follow-ups, and stakeholder-ready sales content using approved information.
  • Use Gemini in Sheets to organise and analyse prospect, opportunity, pipeline, and sales-performance data.
  • Summarise emails, documents, and customer meetings into requirements, commitments, actions, and next steps.
  • Apply customer-data confidentiality, commercial accuracy, source validation, human judgement, and approval controls throughout AI-assisted sales workflows.

Tools covered

Gemini for Google WorkspaceGemini in GmailGoogle DocsGoogle SheetsGoogle SlidesGoogle DriveGoogle MeetWorkspace SourcesGemini Data Analysis & Charts

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Business Development Executives
  • Inside Sales Professionals
  • Pre-Sales Professionals
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Partnership Managers
  • Sales & Business Development Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development processes
  • Familiarity with prospecting, customer meetings, proposals, opportunities, or pipeline management
  • Basic familiarity with Google Workspace applications
  • Basic spreadsheet and document skills
  • No AI or programming expertise required
  • No previous Gemini experience required

TOC Modules

Concepts
  • Understanding Gemini across Gmail, Docs, Sheets, Slides, Drive, and Meet
  • Mapping AI assistance across Research → Engage → Discover → Propose → Follow Up
  • Identifying sales activities suited to AI assistance
  • Distinguishing AI-generated recommendations from salesperson judgement and commercial decisions
Practical activities
  • Exploring Gemini within selected Workspace applications
  • Mapping a sample sales journey to relevant Gemini capabilities
  • Creating a basic AI-assisted sales workflow

Scenarios

Prospect Research to Qualified Sales Conversation

Account Information → Gemini-Assisted Research → Account Brief → Personalised Gmail Outreach → Prospect Response → Discovery Preparation → Salesperson Review → Meeting

Participants use Workspace information to create a concise account brief and personalised engagement approach while validating all customer and company information before outreach.

Customer Meeting to Opportunity Follow-Up

Customer Meeting → Gemini Notes → Requirements & Pain Points → Docs Solution Brief → Sheets Opportunity Update → Slides Customer Summary → Gmail Follow-Up → Next Action

Participants convert a sales conversation into structured requirements, opportunity information, customer-facing content, and a clear follow-up plan while keeping commercial decisions under human control.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.