AI training for sales teams
Make your sales team AI-native.
AI training for sales teams and revenue operations. Learn account research, meeting preparation, CRM workflows and thoughtful follow-up using your own sales process.
Live, custom training · Remote-first · On-site by arrangement
Walk into the conversation prepared
- Context · Relevant account facts with sources
- Questions · Gaps to explore on the call
- Next step · A clear meeting objective
Clay
Salesforce
ClaudeLearn to build the workflow behind the result.
Built for sales
Start with a real task.
Leave with a better way to do it.
These are starting points for a custom programme. Choose the workflows that matter to your team; we shape the sessions around your tools, experience and goals.
Example workflowTurn account research into a useful meeting brief.
01 · Start with your tools
ClaySalesforceClaudePublic account information, CRM notes and the meeting objective.
02 · Apply your process
Verify the facts, connect relevant context and surface questions instead of guessing.
Build a reusable workflow or skill03 · Review the result
A concise account brief with sources, open questions and a meeting plan.Your team checks and approvesPlus 10 more ways to put AI to work.
Open an example to see the inputs, process and output.
02Research and qualify accounts
Start withYour ICP criteria and an approved account list.
Learn toGather relevant company facts, cite sources and flag uncertain matches.
Walk away withA prioritised research table for your sales team to review.
Clay
Perplexity
Google Sheets03Draft a relevant first message
Start withVerified account context, your offer and messaging guidelines.
Learn toWrite a specific opening and useful reason to talk without invented personalisation.
Walk away withA short outreach draft for the seller to approve and send.
Claude
HubSpot
Gmail04Turn call notes into CRM updates
Start withApproved call notes and required CRM fields.
Learn toExtract stated needs, next steps and dates; leave unknown fields unfilled.
Walk away withA proposed CRM update with supporting notes.
Salesforce
ChatGPT
n8n05Write a meeting follow-up
Start withMeeting notes and the commitments actually made.
Learn toSummarise agreed actions, identify owners and avoid introducing new promises.
Walk away withAn email draft and internal task list for review.
GmailClaudeHubSpot06Prepare a tailored demo plan
Start withDiscovery notes, the product's capabilities and the buyer's priorities.
Learn toMap needs to a small set of relevant demonstrations and success questions.
Walk away withA demo outline aligned to the buyer's situation.
NotionClaudeSalesforce07Build a proposal first draft
Start withApproved scope, pricing inputs and proposal templates.
Learn toAssemble the narrative and flag commercial details requiring confirmation.
Walk away withA proposal draft for commercial and delivery review.
Microsoft Copilot
Google DriveClaude08Prepare a pipeline review
Start withA CRM snapshot and your stage definitions.
Learn toHighlight missing next steps, stale fields and evidence needed to assess a deal.
Walk away withA review brief that supports the manager's judgement.
SalesforceGoogle SheetsChatGPT09Build an objection-response library
Start withApproved call notes and verified product information.
Learn toGroup recurring questions and draft responses linked to evidence.
Walk away withA searchable enablement resource for sellers to practise with.
NotionClaude
Custom MCPs10Prepare an account renewal conversation
Start withAccount history, agreed goals and service usage summaries.
Learn toSeparate evidence of value from assumptions and identify questions for the customer.
Walk away withA renewal preparation brief with gaps and discussion points.
HubSpotClaudeGoogle Sheets11Connect sales to delivery
Start withClosed-won notes, scope and the customer's expectations.
Learn toPrepare the handover and flag promises that delivery needs to clarify.
Walk away withA consistent handover that operations can review before work starts.
Salesforce
Slack
ZapierTools & connections
A broader toolkit.
Built around your stack.
Your programme can combine AI tools with the systems your team already uses. Pick the right starting point, then learn how to connect the pieces.
You do not need every tool here. We agree software access, available integrations and technical depth before the sessions. Logos identify example curriculum tools, not partnerships.
Connect your context
Approved documents, CRM records, project tools and internal data, using native connections or custom MCPs where appropriate.
Teach your process
Turn your playbooks, templates and checks into reusable prompts, skill files and workflow steps.
Keep people in control
Review the output, handle exceptions and decide what can be automated after the workflow has been tested.
Your programme
Learn it together.
Use it in your work.
For sales leaders, account executives, sdrs, account managers and revenue operations. Start with a focused workshop series or build capability through a longer custom programme.
What your team develops
- Account research grounded in reliable sources
- Sales preparation, follow-up and CRM hygiene
- Repeatable workflows aligned to your sales process
- 01 · Scope
Choose the work
Map one priority workflow, the starting skills and what good output looks like.
- 02 · Practise
Build with an instructor
Work through live examples, get feedback and practise in your approved tools.
- 03 · Apply
Keep a reusable system
Document the workflow, its skills and review steps so your team can keep improving it.
Define success before you start
Measure the work,
not the tool count.
Agree a baseline and compare like-for-like tasks after training. For sales, useful measures might include:
- Time spent preparing for a customer meeting
- Completeness of reviewed CRM updates
- Follow-up quality and time to a reviewed draft
These are proposed measures, not promised improvements or customer results.
Learn with practitioners
The people behind
your programme.
Practical instruction, live feedback and a curriculum shaped around the work your team needs to do.
See the work behind the training
An AI-native consultancy engagement with J2
Before you book
AI training for sales.
Your questions, answered.
Your next step · 15-minute call
What could your sales team
do differently?
Bring one workflow and the tools you use. We'll discuss a practical starting point, the right format and an indicative budget.
Share your team details, then choose a time on the calendar. No obligation to buy.