Role-Based Programme
RB0940

NotebookLM for Sales & Business Development

Research Accounts, Decode Buyer Needs & Build Evidence-Based Sales Intelligence

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

Programme Objectives

  • Develop functional proficiency in using NotebookLM for account research, opportunity analysis, customer discovery, and sales preparation.
  • Build source-grounded workflows for synthesising company information, customer documents, meeting notes, proposals, and market intelligence.
  • Analyse buyer needs, business priorities, objections, risks, competitors, and decision criteria across multiple information sources.
  • Create account briefs, opportunity summaries, comparison tables, stakeholder insights, and customer-ready sales materials.
  • Apply source validation, confidentiality, accuracy, and human sales judgement when using AI-assisted sales intelligence.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource ManagementReportsData TablesMind MapsAudio OverviewsVideo OverviewsSlide Decks

Who should attend

  • Sales Executives
  • Business Development Executives
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Business Development Managers
  • Sales Managers
  • Pre-Sales Professionals
  • Relationship Managers
  • Inside Sales Professionals
  • Strategic Account Managers
  • Sales Operations Professionals
  • Customer Acquisition Professionals
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with prospect research, discovery meetings, proposals, or account planning
  • Experience working with customer documents, business reports, or sales information
  • 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 analysis environment
  • Understanding Sources → Questions → Evidence → Insight → Action workflows
  • Identifying use cases across prospecting, discovery, account planning, and opportunity management
  • Understanding citations and source traceability in sales research
Practical activities
  • Creating a sales-focused notebook using sample company and customer information
  • Asking account and opportunity questions across multiple sources
  • Verifying generated responses against supporting citations

Scenarios

Target Account Research to Opportunity Strategy

Company Information → Business Reports → Customer Notes → NotebookLM Analysis → Strategic Priorities → Buyer Needs → Stakeholders → Opportunity Hypothesis → Account Brief

Participants consolidate multiple account sources to identify business priorities, likely challenges, stakeholder interests, and opportunity signals and produce a source-grounded account strategy.

Discovery to Proposal Readiness

Discovery Notes → Customer Requirements → Competitor Information → NotebookLM → Needs & Decision Criteria → Risks & Gaps → Requirement Matrix → Proposal Brief

Participants synthesise customer discovery and requirement information to identify priorities, objections, decision criteria, gaps, and competitive considerations and prepare a structured proposal-readiness brief.

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.