Role-Based Programme
RB0501

Gemini for Google Workspace for Sales & Business Development

AI-Assisted Prospecting, Account Planning & Revenue Execution

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

Programme Objectives

  • Develop practical proficiency in using Gemini across Google Workspace for prospect research, account planning, opportunity development, proposals, and sales communication.
  • Use approved customer, market, product, meeting, and business information to create relevant and evidence-based sales outputs.
  • Apply Gemini to prospecting, discovery preparation, account intelligence, pipeline analysis, proposal development, follow-up, and management reporting.
  • Build reusable AI-assisted workflows across Gmail, Drive, Docs, Sheets, Slides, Meet, Calendar, and Forms.
  • Apply confidentiality, factual validation, privacy, brand governance, commercial controls, and human sales judgement throughout revenue workflows.

Tools covered

Gemini for Google WorkspaceGemini in GmailGoogle DriveGoogle DocsGoogle SheetsGoogle SlidesGoogle MeetGoogle CalendarGoogle FormsSource-Grounded Search & SynthesisAI-Assisted WritingData AnalysisSummarization & Sales Communication Support

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of sales, business development, or account-management activities
  • Familiarity with prospecting, discovery, proposals, pipelines, or customer meetings
  • Basic working knowledge of Google Workspace applications
  • Basic spreadsheet and business-documentation skills
  • No programming expertise required
  • No previous Gemini training required

TOC Modules

Concepts
  • Understanding Gemini across Gmail, Drive, Docs, Sheets, Slides, Meet, Calendar, and Forms
  • Mapping AI assistance to prospecting, account planning, opportunity management, and sales execution
  • Understanding structured prompting using Sales Objective → Customer Context → Evidence → Constraints → Output
  • Differentiating AI assistance from accountable commercial and customer decisions
Practical activities
  • Creating structured prompts for common sales activities
  • Comparing generic and customer-context-rich outputs
  • Mapping sales workflows to appropriate Workspace applications

Scenarios

Target Account to Qualified Sales Opportunity

Verified Account Information → Gemini-Assisted Research → Business Signal → Personalized Outreach → Discovery Meeting → Needs Summary → Opportunity Qualification → Account Plan → Seller Review

Participants use Gemini across Google Workspace to convert verified account information into a structured sales-development workflow while ensuring customer needs and opportunity quality are validated by the sales professional.

Customer Need to Proposal & Executive Pitch

Validated Discovery Inputs → Customer Requirements → Gemini-Assisted Solution Positioning → Proposal in Docs → Business Case → Executive Presentation → Commercial Review → Customer Discussion → Next-Step Follow-Up

Participants create a customer-specific proposal and executive sales narrative while keeping solution accuracy, pricing, contractual commitments, and negotiation decisions under authorized human ownership.

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