Role-Based Programme
RB0708

HeyGen for Sales & Business Development

Personalize Outreach, Demos & Global Sales Communication with AI Video

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

Programme Objectives

  • Develop functional proficiency in creating professional AI-powered videos across prospecting, discovery, demonstrations, proposals, follow-ups, and account development.
  • Build personalized prospect and account communication at scale using reusable video templates and structured customer data.
  • Create product demonstrations, solution explainers, proposal summaries, and stakeholder-specific sales content.
  • Apply multilingual translation, brand controls, CRM-connected workflows, and engagement analytics to sales communication.
  • Build reusable Prospect → Personalize → Create → Review → Deliver → Track → Follow-Up workflows while maintaining human sales judgement.

Tools covered

HeyGen AI Video PlatformVideo AgentAI AvatarsCustom AvatarsAI VoicesVoice CloningPersonalized VideoBatch Video GenerationProduct Demo VideosScreen-Based ContentVideo TranslationAI DubbingBrand SystemBrand GlossaryVideo AnalyticsCRM & Sales Workflow Integration

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Sales Development Representatives
  • Business Development Representatives
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Pre-Sales Professionals
  • Sales Enablement Professionals
  • Revenue Operations Professionals
  • Regional Sales Leaders

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with prospecting, discovery, demonstrations, proposals, and follow-ups
  • Basic understanding of CRM and account-management workflows
  • Basic business-writing and presentation skills
  • Familiarity with target accounts and buyer personas is helpful
  • No professional video-production expertise required
  • No previous HeyGen course completion required

TOC Modules

Concepts
  • Understanding AI video across the modern B2B sales journey
  • Exploring avatars, voices, scenes, Video Agent, templates, and sales-video workflows
  • Identifying opportunities across prospecting, demos, follow-ups, and deal progression
  • Understanding where AI video complements direct salesperson interaction
Practical activities
  • Creating a first prospect-facing video from a structured sales brief
  • Comparing avatar, voice, and presentation approaches
  • Mapping Prospecting → Discovery → Demo → Proposal → Follow-Up video opportunities

Scenarios

Target Account to Personalized Sales Engagement Journey

Target Account → Stakeholder Mapping → Customer Challenge → Personalized Video → Email / Sales Sequence → Engagement Tracking → Discovery Meeting → Personalized Demo Follow-Up → CRM Action

Participants create a coordinated video-led prospecting and follow-up workflow that delivers relevant communication to different stakeholders while keeping relationship ownership with the salesperson.

Enterprise Demo to Global Deal Follow-Through

Discovery Insights → Solution Mapping → Product Demo → Executive Recap → Brand Review → Video Translation → Regional Stakeholders → Engagement Review → Sales Follow-Up

Participants convert an enterprise opportunity into a set of stakeholder-specific and multilingual video assets supporting solution demonstration, executive communication, and structured deal follow-through.

## Current Capability Reference

HeyGen currently positions its sales platform for **personalized prospecting, demo follow-ups, and deal-room content**, with personalized videos generated individually or in batches. Videos can be distributed through email sequences, links, or CRM workflows, while engagement can be tracked to help sales teams prioritize subsequent outreach.

HeyGen's sales workflows support personalized video creation for different **prospects, pain points, industries, pre-call introductions, and post-meeting recaps**, making personalization useful across multiple stages of the buyer journey.

HeyGen's current **Brand Glossary** allows teams to control pronunciation and translation rules for product names, technical terminology, and protected brand language, supporting consistent multilingual sales communication.

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