# AI for Sales Professionals (Self-Paced) Canonical URL: ## Overview This self-paced course moves you from your very first Claude conversation to a fully built AI workflow tailored to sales professionals. You'll sharpen your ability to write effective prompts, stay organized with Projects, create reusable templates with Artifacts, and wire Claude into your workplace tools, all through sales-specific examples, exercises, and real deal documents. When you wrap up, you'll have a personalized Claude system built around your sales role and the pipeline priorities driving your work. Too much of a sales professional's week gets eaten up by work that isn't actually selling: digging into prospect research, firing off follow-up emails, tweaking proposals, logging CRM notes, and prepping for the next call. Claude steps in to handle the research, writing, and analysis that surrounds every deal, freeing you up to spend more time in the conversations that actually close revenue. This course takes you through the complete sales cycle, covering prospect research and account briefs, outreach sequences and follow-up emails, proposal and RFP response drafting, objection handling scripts, pipeline analysis, competitive positioning, and executive presentation content. It all comes together in a capstone where you produce a complete deal pursuit package powered by your full Claude system. ## What you'll learn - Sharpen your prompting skills to produce accurate, dependable results for writing, analysis, summarization, and research - Dial in Projects, Artifacts, Styles, and Memory to establish a Claude workflow that keeps pace with your sales process - Explore advanced prompting techniques including role-based prompting, chain-of-thought reasoning, and the You Ask Me method - Tie Claude into the workplace tools your sales day runs on, including Google Drive, Gmail, Excel, and PowerPoint - Bring Claude into the sales workflows that determine your results, from prospect research and proposal drafting to objection handling, pipeline analysis, and competitive positioning - Build a complete sales Claude system and close out the course with a capstone deal pursuit package that's polished and ready for immediate use ## Curriculum #### Module 1: Getting Started with Claude AI - Explain how Claude works in plain language and identify the model tiers, plans, and interface - Understand the context window, how Claude processes information, and when to start new conversations - Practice your first Claude conversation using a sales-specific prompt - Identify what Claude does well, what it doesn’t, and when human judgment is essential #### Module 2: Prompting Fundamentals - Apply the five-part prompt framework: context, task, format, constraints, and examples - Write effective prompts across five use cases: writing, summarization, analysis, research, and creative problem-solving - Recognize and fix common prompting mistakes that produce vague or unusable output - Practice prompting with sales scenarios: drafting a prospect follow-up email, summarizing an RFP, and writing a discovery call prep brief #### Module 3: Working with Files & Documents - Upload and analyze images, PDFs, spreadsheets, and documents directly in Claude - Use Claude to extract, compare, and summarize information from uploaded files - Work with sales-specific file types: RFPs, proposals, pipeline exports, CRM screenshots, and competitive intelligence reports - Complete a hands-on file analysis exercise using provided sales sample documents #### Module 4: Projects & Knowledge Bases - Explain how Projects use custom instructions and knowledge bases to organize ongoing work - Write effective Project instructions that encode your role, audience, format preferences, and rules - Upload reference documents and understand how RAG retrieves relevant content - Create a sales Project for a major deal pursuit using your company’s solution one-pager, a prospect brief, and a sample proposal #### Module 5: Artifacts, Styles, Memory & Usage Management - Create reusable deliverables with Artifacts and edit them directly or through conversation - Build custom Styles that match your professional communication voice - Configure Memory to retain key context about you and your work across conversations - Apply usage management techniques to extend your plan value #### Module 6: Advanced Prompting & AI Tool Selection - Use role-based prompting, chain-of-thought reasoning, and multi-step workflows - Apply Extended Thinking, web search, and the You Ask Me technique for complex tasks - Compare Claude with ChatGPT, Copilot, and Gemini to choose the right tool for each task - Practice advanced prompting with sales scenarios: diagnosing a stalled deal, building a multi-touch outreach sequence, and preparing for a negotiation #### Module 7: Introduction to Claude Cowork - Explain what Cowork is and how it differs from the claude.ai chat interface - Read, write, and manage files from your desktop environment - Configure guardrails, file permissions, and network settings for safe use - Understand prompt injection risks and how to protect against them #### Module 8: Context System, Connectors & Integrations - Build foundational context files and set Global Instructions that apply to every Cowork session - Connect Claude to Slack, Google Drive, Gmail, and other workplace tools - Use Claude natively in Excel and PowerPoint with the Office add-ins - Configure your context system and connections for sales workflows, including pipeline analysis in Excel and deal presentations in PowerPoint #### Module 9: AI for Sales — Core Workflows - Use Claude and web search to produce one-page prospect research briefs with company overview, recent news, likely pain points, and conversation starters - Draft customized proposals and RFP responses using your solution documentation and the prospect’s stated requirements - Build objection-handling scripts with evidence-based responses and competitive positioning against key rivals - Analyze a pipeline export to identify at-risk deals, stalled opportunities, and priority actions for the week - Complete a hands-on lab producing a multi-document sales content package #### Module 10: Capstone — Build Your Sales Claude System - Audit your sales tasks and identify the highest-value opportunities for Claude assistance - Configure a personalized sales Claude system: Projects, context files, Styles, and connected tools - Run a complete end-to-end deal pursuit workflow: prospect brief, customized proposal, competitive positioning document, and a three-email follow-up sequence - Create a Week 1 action plan for applying what you’ve learned to your sales role ## Pricing **Tuition:** $899