Role-Based Programme
RB1112

AI for Business Development

Smarter Opportunity Identification, Client Engagement & Revenue Growth

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

Programme Objectives

  • Understand how AI can support Business Development across market research, opportunity identification, account planning, client engagement, and pipeline development.
  • Explore practical AI applications for researching target companies, understanding business needs, identifying stakeholders, and preparing personalised outreach.
  • Apply structured prompting techniques to generate account insights, discovery questions, value propositions, and business-development communication.
  • Use AI to improve productivity across prospect research, meetings, proposals, follow-ups, and opportunity management.
  • Recognise confidentiality, source accuracy, commercial sensitivity, bias, and human-review requirements when using AI in Business Development.

Tools covered

Generative AI AssistantsAI Search & ResearchProspect & Account ResearchOpportunity AnalysisClient CommunicationProposal SupportCRM IntelligenceAI-Powered Presentation & Communication Tools

Who should attend

  • Business Development Executives
  • Business Development Managers
  • Business Development Directors
  • Sales Executives
  • Sales Managers
  • Account Managers
  • Key Account Managers
  • Strategic Account Managers
  • Client Relationship Managers
  • Partnership Managers
  • Growth Managers
  • Pre-Sales Professionals
  • Commercial Managers
  • Territory Managers
  • Business Development Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with prospects, customers, products, or services is helpful
  • Basic communication and business-research skills
  • No programming or technical AI knowledge required
  • No previous AI-tool experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Business Development
  • Exploring AI applications across research, prospecting, client engagement, proposals, and pipeline development
  • Understanding the difference between AI assistance, automation, CRM intelligence, and sales judgement
  • Recognising AI limitations, hallucinations, outdated information, and unsupported assumptions
Practical activities
  • Identifying high-value AI applications across a typical Business Development workflow
  • Comparing a traditional Business Development task with an AI-assisted approach

Scenarios

Target Account to Qualified Business Opportunity

Target Account → AI-Assisted Research → Business Signals → Stakeholder Mapping → Potential Need → Qualification → Engagement Plan

Participants use AI to research a sample target organisation, identify relevant business signals and stakeholders, evaluate potential needs, and prepare a structured Business Development engagement approach.

Client Meeting to Opportunity Progression

Client Meeting → Notes & Requirements → AI-Assisted Analysis → Business Need → Value Proposition → Follow-Up → Proposal Direction

Participants use AI to organise a sample customer discussion, identify key requirements and opportunities, and prepare personalised follow-up communication and an initial proposal direction.

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