Role-Based Programme
RB0939

NotebookLM for Sales & Business Development

Research Accounts, Analyse Opportunities & Build Sales Intelligence

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use NotebookLM for account research, prospect preparation, opportunity analysis, and sales decision support.
  • Analyse customer, company, market, competitor, and product information using source-grounded AI.
  • Convert multiple sales sources into structured account briefs, customer insights, qualification inputs, and opportunity summaries.
  • Apply NotebookLM to discovery preparation, proposal review, objection analysis, and account planning.
  • Develop reusable sales-intelligence workflows while validating critical findings against original sources.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource DiscoveryMulti-Source AnalysisReportsData TablesMind MapsAudio OverviewsSlide Decks

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Business Development Executives
  • Account Executives
  • Sales Development Representatives
  • Pre-Sales Professionals
  • Sales Operations Professionals
  • Regional Sales Managers
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with prospect research, customer meetings, proposals, or account management
  • Basic computer and internet proficiency
  • No AI or programming knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded AI research and knowledge workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying applications across prospecting, account research, discovery, proposals, and account management
  • Understanding source-grounded responses versus general AI responses
Practical activities
  • Creating a sales-focused notebook
  • Adding sample company, product, customer, and market sources
  • Asking sales-related questions and validating responses against citations

Scenarios

Prospect Research to Discovery Preparation

Company Sources + Market Information + Customer Context → NotebookLM → Account Insights → Opportunity Signals → Discovery Questions → Meeting Brief

Participants analyse multiple sources to understand a prospect's business context, identify potential needs and opportunity signals, and create a structured discovery-meeting brief.

Customer Requirement to Opportunity Strategy

Customer Requirements + Product Information + Competitor Sources → NotebookLM → Requirement Analysis → Gaps & Differentiators → Risks → Opportunity Brief

Participants combine customer and internal sources to analyse an opportunity, identify requirements and risks, and prepare a source-grounded sales strategy brief for internal review.

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