Role-Based Programme
RB0938

NotebookLM for Sales & Business Development

Turn Sales Information into Account Insights & Better Conversations

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how NotebookLM can consolidate account, prospect, product, proposal, and market information into a source-grounded sales workspace.
  • Explore AI-assisted retrieval of customer requirements, previous discussions, objections, commitments, and opportunity information.
  • Use multi-source analysis to improve account preparation, discovery, proposal development, and sales follow-through.
  • Experience practical workflows for creating account briefs, meeting-preparation summaries, opportunity insights, and customer-facing inputs.
  • Apply source validation, confidentiality, and human judgement when using AI-generated sales insights.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource ManagementReportsData TablesMind MapsAudio Overviews

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Business Development Executives
  • Relationship Managers
  • Sales Development Representatives
  • Account Executives
  • Pre-Sales Professionals
  • Sales Operations Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with prospects, customer meetings, proposals, account information, or opportunity management
  • Basic computer and internet proficiency
  • No programming or technical AI knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded research and sales-information workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying suitable sales sources such as account documents, proposals, meeting notes, product information, and market reports
  • Understanding the difference between source-grounded insights and general AI responses
Practical activities
  • Creating a sales-focused notebook using sample account information
  • Reviewing automatically generated source summaries
  • Asking initial questions about the customer, opportunity, and business context

Scenarios

Prospect Research to Discovery Preparation

Company Information + Market Research + Previous Account Notes → NotebookLM Analysis → Business Priorities → Customer Hypotheses → Discovery Questions → Pre-Call Brief

Participants consolidate available prospect information to prepare a structured, source-grounded discovery brief for a sales or business-development conversation.

Customer Meeting to Opportunity Action Plan

Customer Notes + Requirements + Proposal Information → Multi-Source Analysis → Needs & Objections → Open Questions → Next Actions → Opportunity Brief

Participants use NotebookLM to organise customer information into a concise opportunity review, improving preparation, follow-through, and account visibility.

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.