Generative AI for Sales Teams
DURATION
1 day
PRICE (EXCL. GST)
$795
LOCATIONS/DELIVERY METHOD
On demand
EXAM
No exam
Overview
The Generative AI for Sales Teams course is a highly practical, hands-on learning experience designed to help sales professionals embed generative AI into everyday selling activities.
This is not an AI theory course.
Participants will work directly with AI tools to generate leads, craft personalised outreach, prepare for meetings, design compelling presentations, and develop high-impact proposals that resonate with clients.
Through structured prompt frameworks and real sales scenarios, participants will learn how to:
- Identify and qualify better opportunities faster
- Personalise outreach at scale without losing authenticity
- Prepare for sales conversations with deeper insight
- Design clear, persuasive and client-focused presentations
- Create compelling proposals that align to customer needs and value drivers
- Improve follow-up consistency and deal progression
- Use AI confidently and responsibly in customer interactions
By the end of the course, participants will have a set of practical prompts and techniques they can use immediately to improve sales performance.
Objectives
This course will enable participants to:
- Use generative AI to support key sales activities across the pipeline
- Apply structured prompt frameworks (e.g., RTF, CREATE) to sales scenarios
- Generate personalised outreach, presentations and proposal content
- Design structured, persuasive sales presentations tailored to client needs
- Create compelling proposals that clearly articulate value and differentiation
- Improve meeting preparation and discovery questioning
- Maintain pipeline momentum through structured follow-ups
- Increase productivity by reducing time spent on administration and preparation
Key topics
- Introduction to generative AI in sales
- Responsible and effective use of AI in customer engagement
- Prompt engineering frameworks for sales professionals
- AI-assisted prospecting and lead qualification
- Personalised outreach and messaging
- Sales conversation preparation and discovery
- Designing high-impact sales presentations
- Creating compelling, client-focused proposals
- Pipeline management and follow-up optimisation
- Iterative refinement and prompt logs
Throughout the day, participants will apply AI tools to real sales challenges, including:
- Generating a targeted prospect list and qualification criteria
- Writing personalised outreach emails for different buyer personas
- Preparing for a client meeting with tailored discovery questions
- Designing a clear and persuasive client presentation
- Creating a compelling proposal aligned to client needs and value drivers
- Building a structured follow-up sequence to move deals forward
Each activity focuses on outputs that can be used immediately in live sales situations.
This course is delivered live by one of our certified facilitators using a highly practical, structured format.
Participants will:
- Experiment with prompts and refine outputs iteratively
- Share insights and approaches
- Build a personal AI prompt log
Courses can be delivered:
- Face-to-face
- Virtually
- Customised for in-house HR teams
Virtual training: Learn more about our virtual delivery.
This course does not have an exam.
On completion of this course, you will be awarded with a PM-Partners digital badge. These are widely accepted by leading organisations as recognition of specialist training and often shared on social media.
On the last day of training, you will be provided with a Digital Credential via the Credly Acclaim platform. This badge can be added directly to your LinkedIn profile and/or shared to your newsfeed, or other professional profile, to share your achievement with your network.
Development units
Participants who have been awarded the Project Management Professional (PMP)® credential by the Project Management Institute (PMI)® are eligible to earn 7 PDUs for their participation in this course (5 Ways of Working, 2 Business Acumen).
Participants holding any of the Project Management accreditations (CPPP/ CPPM/ CPPD) are eligible to earn 14 CPDs for this short course.
PMI and Project Management Professional (PMP) are registered marks of the Project Management Institute, Inc.
Participants should:
- Be practising sales professionals
- Understand core sales processes (pipeline, qualification, closing)
BYOD REQUIREMENTS
This is an immersive, hands-on course. Participants must bring their preferred device equipped with a GenAI model that supports unlimited prompt entries (e.g., enterprise Copilot, ChatGPT, Gemini).
WHERE IS THE TRAINING VENUE LOCATED?
Sydney courses are held at 45 Clarence Street, Sydney.
Melbourne courses are held at 34 Queen Street, Melbourne.
Brisbane courses are held at 215 Adelaide Street, Brisbane.
I REQUIRE AN INVOICE BEFORE PAYMENT IS PROCESSED – CAN I STILL BOOK THIS COURSE ONLINE?
Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.
IS THIS A CERTIFIED COURSE?
No. There are no certifications or exams undertaken in this course. However, you do receive a Completion Certificate from PM-Partners group. Participants will also receive a digital badge.
CAN I BUY THIS COURSE AS PART OF A PACKAGE?
Yes. This course forms part of the Project Management Professional Development Program.
Our website offers three payment options for training courses. When you select "BOOK NOW" you will be taken to the checkout. Step two: "Billing Details" is where you can select from the three payment options:
- Credit Card Payments: PM-Partners uses Stripe payment gateway to process Visa, Mastercard, Amex, as well as Apple Pay and Google Pay transactions. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry so you can be confident that your card details are protected for online purchases.
- Bank Transfer: We cannot guarantee your registration(s) until your payment is cleared (bank transfers take 3 days to process). Instructions for payment by bank transfer will be provided at the end of the order process.
- Invoice: An invoice will be sent to you after you complete the booking. Payment is required 14 days before the course start date. If you're buying within 14 days, you need to arrange payment ASAP with a minimum of 72 hours before course start date.
Who should attend?
- Account Managers
- Business Development Managers
- Sales Executives
- Client Engagement Leads
- Sales Leaders
Group bookings
Upskill your team to optimise delivery with PM-Partners’ accredited training
Professional group training and certification with volume-based discounts.
LEARN MORE