Prepare for a client meeting
Turn approved public information into a briefing and useful discovery questions.
All workshops & programsIIAI · Workshops & programs
AI training for sales and account teams
Prepare better for conversations, write relevant proposals and organize follow-up work. Build a repeatable sales workflow while checking facts and protecting customer information.
Plan your team’s training
Sales teams, account managers, business development professionals and commercial leaders.
What will you learn in AI for sales teams?
Draft tailored proposals
Connect a client’s stated needs to a clear scope, value proposition and next step.
Practice sales conversations
Rehearse objections and discovery questions with role-play, then evaluate the response.
Create relevant follow-up
Draft an email or meeting summary that reflects what was actually agreed.
Check commercial accuracy
Review product claims, prices and commitments before any message reaches a customer.
AI for sales teams: learning plan
- Mapping sales tasks and information boundaries
- Account research and discovery preparation
- Proposal, objection and follow-up exercises
- Fact-checking and a reusable sales workflow
How we select tools for AI for sales teams
- 01We review tools as their availability and capabilities change.
- 02We use tools permitted and approved by your organization.
- 03We select tools for the group’s knowledge, capabilities and job needs.
Approved AI assistants and sales content tools, adapted to the team’s sales process and permitted customer information.
The tools, syllabus and scope of practice will be adapted to participants’ knowledge, capabilities and needs, the available time and the organization’s approved tools, through advance coordination.
CLIENT VOICES
Client feedback on our organizational AI training
Translated excerpts from client feedback originally provided in Hebrew.
“An energetic and focused AI training that showed how AI can improve preparation, communication, sales and productivity. Its strength was the precise connection between a tool and a work process.”
AviAT&T“The AI workshops combined current tools with relevant hands-on practice. Participants left with ideas and methods they could take directly into their work.”
ShellyMalam TeamDOCUMENTED EXPERIENCE
AI training and adoption case studies
See how we adapt AI learning to complex organizations, sensitive environments and public-service teams. Explore the challenge, the learning approach and the practical work.
Industry & technology
Multi-audience AI learning in a large aerospace organization
A learning architecture for managers, HR, knowledge teams, project managers and professional units, from shared foundations to role-based practice.
Read the documented case →
Government & security
Responsible AI learning in a sensitive public environment
Practical AI literacy where authorization, information boundaries, traceability and human control come before convenience.
Read the documented case →AI for sales teams: your questions answered
Does the workshop automate outreach to customers?
The workshop focuses on preparation, drafting and review. Sending messages or connecting to a CRM requires separate agreement and appropriate authorization.
Can you adapt this to our team and location?
Online or on-site delivery can be discussed. We agree the teaching language, location, time zone, duration, group size and access requirements before confirming the activity. The tools, syllabus and scope of practice will be adapted to participants’ knowledge, capabilities and needs, the available time and the organization’s approved tools, through advance coordination.
How long is the training?
Choose a 60–90-minute introduction, a 3–4-hour practical workshop or a tailored series. The depth of practice and any follow-up support are agreed in advance.
Which tools and accounts do participants need?
Approved AI assistants and sales content tools, adapted to the team’s sales process and permitted customer information.
What is included after the session?
We agree the learning materials, practice outputs and follow-up before the program starts. Mentoring, pilot guidance and ongoing implementation support are included only where specified in the agreed scope.
Let’s plan the right AI training for your team
Tell us who you want to train and what you want them to do better. We’ll use the details to discuss a suitable workshop or program.
Explore other training options
AI for managers
Turn AI from a broad ambition into useful management practices. Work on briefs, decisions and team priorities, then identify a manageable first use case for your organization.
Explore this programMicrosoft 365 Copilot
Practice using Copilot in the Microsoft 365 environment your team actually has. Connect documents, meetings, presentations and analysis to everyday work, with human review throughout.
Explore this programChatGPT for teams
Learn how to turn a work request into a clear prompt, improve the result and decide whether it is ready to use. Practice on tasks selected for your team rather than a fixed list of features.
Explore this programAI for HR and learning
Apply AI to recruitment communication, onboarding, learning materials and internal service. Use realistic exercises with anonymized or synthetic information and clear human responsibility.
Explore this programAI Champions program
Build internal capability through a group of employees who can identify use cases, support colleagues and guide small pilots. Combine learning, practice and mentoring in a program shaped around your organization.
Explore this programResponsible AI literacy
Give employees a shared foundation for understanding AI, recognizing its limits and using it responsibly in their roles. Translate broad principles into practical decisions and review habits.
Explore this programAI for government and public sector
Build practical AI capability within the realities of public service: multiple professional audiences, information boundaries, procurement and permissions, accessibility, fairness and accountable human decisions.
Explore this program