Role-Based Programme
RB0502

Gemini for Google Workspace for Sales & Business Development

Master AI-Powered Prospecting, Account Intelligence & Revenue Workflows

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

Programme Objectives

  • Develop advanced expertise in applying Gemini across prospecting, account research, lead qualification, opportunity management, proposals, pipeline analysis, and customer engagement.
  • Integrate information from approved emails, documents, spreadsheets, meetings, chats, and business sources to create evidence-based sales intelligence and actionable workflows.
  • Build reusable AI-assisted workflows for account planning, outreach, discovery preparation, follow-ups, proposals, business reviews, forecasting, and sales enablement.
  • Apply Workspace Studio to automate repeatable sales and business-development workflows across Google Workspace applications.
  • Establish governance for customer data, commercial information, AI-generated research, communication accuracy, human approvals, and responsible AI-assisted selling.

Tools covered

Gemini for Google WorkspaceGemini in GmailGoogle DriveGoogle DocsGoogle SheetsGoogle SlidesGoogle MeetGoogle ChatGoogle CalendarGoogle TasksDeep Research in WorkspaceGoogle Workspace Studio

Who should attend

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

Prerequisites & Participant Readiness

  • Good understanding of sales and business-development processes
  • Familiarity with prospecting, account planning, qualification, opportunities, proposals, and pipeline management
  • Working knowledge of Google Workspace applications is recommended
  • Experience working with customer information, sales trackers, and business presentations is beneficial
  • Basic understanding of generative AI and prompt design is helpful
  • Access to an eligible Google Workspace environment with relevant Gemini capabilities
  • No previous Gemini for Google Workspace course completion required

TOC Modules

Concepts
  • Understanding Gemini across Gmail, Drive, Docs, Sheets, Slides, Meet, Chat, and Workspace workflows
  • Mapping Gemini capabilities across Prospect → Qualify → Discover → Propose → Progress → Close → Grow
  • Differentiating research, content generation, analysis, collaboration, and automated workflow use cases
  • Understanding organisational context, permissions, and source-grounded AI assistance
Practical activities
  • Mapping an end-to-end sales lifecycle to Gemini-enabled Workspace capabilities
  • Creating a Sales AI Operating Model for representative enterprise-sales activities

Scenarios

Strategic Account Signal to Qualified Opportunity

Company Development → Deep Research → Evidence Validation → Stakeholder Mapping → Personalised Outreach → Discovery Meeting → Requirements & Business Impact → Qualification → Opportunity Strategy → Proposal → Executive Presentation

Participants take a target account from initial research through qualified opportunity development, using Gemini throughout the workflow while verifying company information, stakeholder assumptions, customer requirements, and commercial claims before use.

Sales Pipeline to Automated Revenue Follow-Through

Pipeline Data → Gemini in Sheets → Stalled / Priority Opportunity Analysis → Meeting & Email Context → Recommended Actions → Sales Manager Review → Workspace Studio Workflow → Follow-Up Tasks & Communication → Pipeline Update → Performance Review

Participants create an integrated sales-operations workflow that identifies priority opportunities and coordinates follow-through while keeping customer communications, opportunity forecasts, pricing, commitments, and final commercial decisions under authorised human ownership.

## Responsible AI & Sales Governance

* 🔴 Protect customer, prospect, pricing, contractual, and commercially confidential information
* 🔴 Validate AI-generated company, stakeholder, market, and competitor information before customer use
* 🔴 Never treat generated probability, forecast, or opportunity recommendations as confirmed business outcomes
* 🔴 Maintain human approval for external communication, pricing, discounts, proposals, commitments, and contractual statements
* 🟢 Apply Source → Validation → Human Review → Customer Action controls to AI-assisted sales activities
* 🟢 Maintain reusable governance standards for research, outreach, meeting intelligence, pipeline analysis, and automation

For organisational Workspace accounts, Google states that Workspace content is not used to train or improve the underlying generative AI models outside Workspace without permission.

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