A three-day, hands-on programme for sales leaders, account executives and revenue operations teams. Redesign prospecting, lead scoring, personalised outreach, proposal drafting, pipeline forecasting and competitive intelligence with applied AI and agentic automation. Every delegate leaves with a working lead triage agent built in their own Codespaces lab, an AI sales playbook and a ninety-day plan for their team.
"Scoring a lead, drafting the outreach, calling the forecast. Each is an agent waiting to be built. The relationship still belongs to the salesperson."
This three-day programme is built for sales leaders, account executives and revenue operations teams who have to decide where AI belongs in their sales cycle. It is analytics-led and pipeline-first: participants work on their own accounts and their own pipeline data, finding and scoring prospects, building research-driven outreach, drafting proposals, forecasting with more than one method, and running the deal reviews and post-mortems that keep a forecast honest. Generative AI does that research, drafting and summarising well, and an AI agent goes one step further: given a goal, it reads the inbound lead, applies the scoring rules, drafts the follow-up and hands the result to a salesperson for approval. The decisions that follow sit with the sales leader: which work is handed over, under which rules, and on what evidence the result can be trusted in front of a prospect.
Day one establishes how generative AI works, takes every participant through structured prompting on their own accounts, and maps AI across the sales cycle before going deep on prospecting: the ideal customer profile, trigger events and buying signals, weighted lead scoring, list building with deep research modes, and account and competitor research. Day two covers the middle of the funnel: research-driven outreach and multi-touch cadences, proposal and business review drafting, pipeline forecasting with trend, weighted pipeline and regression methods, signal-based deal reviews and forecast post-mortems, and conversation intelligence for coaching. Day three moves from assistants to agents. Participants design and build an inbound lead triage and follow-up agent on a lead list carrying realistic ambiguity and planted edge cases, instrument it and read its traces, metrics and costs, then settle the CRM automation and governance rules under which an agent may work in front of prospects.
Every lab runs in a pre-configured cloud environment opened from a browser, with no software to install. Participants choose a visual build track or a coding-agent track, and each lab is verified against fixed acceptance criteria. Participants leave with a working lead triage agent, a sales prompt library, a weighted scoring model, an outreach cadence, an evidence pack of traces and metrics, an AI sales playbook for their team and a ninety-day rollout plan. The programme finishes on where the field is heading: agentic AI, where a sales agent is given a goal and researches, scores, drafts and updates the CRM under human supervision, with context engineering, loop and graph engineering, agentic retrieval-augmented generation, the Model Context Protocol and voice agents.
This programme is designed for sales and revenue teams in B2B and enterprise sales across all industries:
By the end of this programme, participants will be able to:
Every module follows the TEA™ framework, twenty percent theory, twenty percent examples, sixty percent hands-on application on your own accounts and pipeline. Day one maps AI across the sales cycle and goes deep on prospecting; day two covers outreach, proposals, forecasting and deal execution; day three builds, evaluates and governs a lead triage agent.
Whatever programme you choose, it follows three proven instructional frameworks, from design to delivery to evaluation.
Our signature approach structures every module into three phases for maximum retention and practical application.
The industry-standard model for course design and learning alignment.
The globally recognised four-level framework for measuring training effectiveness, from initial reaction to long-lasting post-training effects.
Private cohorts for sales and revenue teams, live online or on site. Schedule a TNA call and receive a custom proposal within 48 hours.
No vendor lock-in, no paywalled materials. Every delegate leaves with the working files, the templates, and the post-programme support to actually use them.
8 – 12 tested prompts built during the session on your actual work scenarios.
Dashboards, workflow templates, and evaluation frameworks ready to use.
Full soft copy of all session materials, handouts, and reference guides.
Certificate of Completion plus a guided pathway to the Google AI certificate.
Post-programme Q&A availability and implementation guidance.
Access to updated prompt libraries and resources as AI tools evolve.
Delivered at your offices or venue. Maximum engagement for teams of 8 – 25 participants. All exercises use your team's actual work scenarios.
Real-time delivery via Zoom, Meet, or Teams. Interactive breakout rooms, same content depth as in-person. Ideal for distributed teams.
Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work materials and follow-up resources included.
104 courses in nine families, overview level, methodology up front.
Book a private programme for your sales team. Custom proposal within 48 hours. Delivery live online or on site.