Artificial Intelligence for Sales Execution and Engagement (Udemy.com)

Generative AI For Sales Execution & Engagement — Build A Faster, Smarter, Higher-Converting Sales Process

If you sell, lead a sales team, or run a revenue-driven business, this course shows you exactly how to plug Generative AI into your day-to-day sales execution and buyer engagement—from the first touch to the signed proposal. It’s designed to be practical, no-fluff, and immediately usable. You’ll learn the precise prompts, workflows, and templates that turn hours of manual work into minutes—without adding a complicated tool stack.

This is not a theory class on “what AI could do someday.” It’s a hands-on system for B2B sales, SDR/BDR outreach, AE discovery & demos, account strategy & enablement, proposal and content generation, and real-time sales support—so you can book more meetings, run sharper calls, multi-thread opportunities, and close faster.

Why This Course (And Why Now)

Buyers expect speed, personalization, and clarity. Reps drown in research, call notes, and follow-ups. Managers need measurable improvements—today.

Generative AI changes the game: it listens, writes, and reasons with you. In this course, you’ll harness AI to:

• Prep any sales call in <5 minutes with focused discovery questions, talk tracks, and likely objections.

• Write high-reply outreach that’s genuinely personalized (not mail-merge fluff).

• Coach live during calls with real-time cue cards and objection handlers.

• Summarize conversations in minutes and push crisp next steps into your CRM.

• Multi-thread deals by mapping stakeholders and drafting warm intros.

• Build on-brand decks and trackable proposals fast, then time follow-ups to buyer engagement.

What You’ll Build (Step-By-Step)

You’ll implement a lean, battle-tested stack—only four tools:

• ChatGPT — your sales coach for pre-call briefs, live cue cards, summaries, emails, intros, nudges.

• Apollo — ICP filters, prospecting data, sequences, and engagement tracking for outreach.

• Gamma — instant, on-brand pitch decks (Problem → Solution → ROI → Proof → Next Steps).

• Proposify — trackable proposals with engagement analytics and faster time-to-sign.

Prefer a different email/CRM/chat tool? The prompts, frameworks, and workflows you learn are portable to HubSpot, Salesforce, Salesloft, Outreach, and others.

Exactly How We’ll Improve Your Sales Process -

Sales Conversation Intelligence (SCI)

• Use live or pasted transcripts with ChatGPT to surface pains, timeline, budget, risks.

• Get real-time cue cards: next best question, proof point, objection handler.

• Convert calls into MEDDICC/GPCT fields and action items in minutes.

Account Strategy & Enablement

• Build ICP-clean lists in Apollo (industry, size, technographics, triggers).

• Plan multi-threading with a simple stakeholder map and laddered outreach.

• Generate battle cards, ROI snippets, and value messages tailored to each persona.

Real-Time Sales Support

• Run discovery and demos with AI guidance alongside you.

• Ship same-day recaps and calendar invites so momentum never dies.

• Create tasks and follow-ups that actually get done.

Proposal & Content Generation

• Turn a call summary into a 7-slide deck in ~15 minutes with Gamma.

• Produce a branded proposal in Proposify, track page views, and send the perfectly-timed nudge with ChatGPT + Apollo.

Measurable Outcomes You Can Expect

We focus on outcomes, not opinions. By following the templates and exercises, you’ll have a clear path to:

• Prep time per meeting → under 5 minutes

• Booked-meeting rate → +15–20% (personalized outreach that earns replies)

• Call quality → talk ratio toward 45–55 and 3+ pains captured

• Multi-threaded opportunities → +30% within 30 days

• Deck turnaround → ~15 minutes (consistent, on-brand)

• Proposal cycle → hours, not days (with engagement-driven follow-ups)

• Win rate & cycle length → trackable improvement using our 6-week KPI plan

Who This Course Is For

• SDRs/BDRs who want more meetings from fewer emails and better personalization.

• AEs/Account Managers who need sharper discovery, faster follow-up, and multi-threading.

• Founders, Solo Consultants, and SMB Owners who sell while wearing 10 other hats.

• Sales Managers/RevOps who want a simple, coachable AI workflow with visible KPIs.

Prereqs: Basic familiarity with B2B sales and any CRM. No coding required. We provide prompts, templates, and examples you can copy/paste.

What’s Inside (Highlights)

• Prompt Playbook: role → goal → context → tone → constraints, plus paste-ready recipes for pre-briefs, cue cards, recaps, objections, intros, and proposal nudges.

• Apollo Assets: ICP filters, high-signal views, a micro-sequence, stakeholder title list.

• Gamma Deck Template: Problem → Impact → Solution → ROI → Plan → Proof → Next Steps.

• Proposify Template: variables for company, pricing, scope, timeline + case studies.