Using AI for Top of Funnel

Research accounts faster, find a relevant reason to reach out and write messages that sound like a person — using AI to build pipeline without adding to the noise.

Most sellers have opened an AI tool. Far fewer have worked out where it genuinely saves them time — and where it quietly makes things up. We understand both the excitement and the scepticism in the room.

Enquire About This Lab Explore the course

Two sellers role-playing a customer conversation while a colleague observes — Explore. Practise. Perform.

Duration

Half day · 3.5 hours per half day

Group size

8–10 delegates

Format

Face to face

Price — Face to face

From £1,150

+ VAT

Proposed price — awaiting approval

where understanding becomes useful —

Why this course matters

AI can make prospecting faster; the skill is making it more relevant, not just louder.

What you’ll explore in the Lab

This face-to-face half day helps sellers use AI at the top of the funnel: researching target accounts and stakeholders, spotting a genuine reason to reach out, drafting email and LinkedIn messages, and preparing for cold calls.

Delegates work on their own target accounts, compare AI-assisted research against real sources and rewrite generated drafts until they sound like them. We focus on relevance, accuracy and buyer trust — so AI helps your team earn attention rather than add to the noise in a buyer’s inbox.

a real challenge. a purposeful response.

The challenges this addresses

Generic, AI-sounding outreach that buyers ignore
Hours spent researching accounts before a single message is sent
Generated research treated as fact without checking sources
Higher activity without more meetings worth having

What this can change at work

Help sellers use AI to research accounts, spot relevant triggers and draft outreach that connects to a buyer’s real priorities. They learn to check sources, keep their own voice and use AI to prepare for calls as well as emails. The result is a more relevant prospecting approach, with managers able to coach the quality of research and messaging rather than just the volume of activity.

Research with sources

Account briefs show where each insight came from and separate confirmed facts from assumptions to test with the buyer.

Messages that sound human

Outreach connects to a specific trigger or priority and is edited into the seller’s own voice before it is sent.

Better-prepared calls

Sellers use AI to rehearse openers and likely objections before they pick up the phone.

Explore. Practise. Perform.

Less theory. More application.

What participants will practise

Realistic sales scenarios, role-play and peer feedback around account and stakeholder research with ai — and source checking and finding triggers and a relevant reason to reach out. Where helpful, participants work on their own live (or anonymised) opportunities.

What they’ll take away

Take-away materials with the questions, frameworks and techniques covered, plus a short personal action plan for the next customer conversations where the skill matters.

How we help it stick

Reflection and action planning are built into the session. Reinforcement such as manager guides, follow-up labs or coaching depends on the programme you choose and is agreed with you.

How we make learning stick

Inside the workshop

Delegates pick two or three real target accounts and work through a research sprint, a message clinic and a call-preparation round. Peer review compares AI-assisted drafts with edited versions so the group sees what makes outreach land. Everyone leaves with a research checklist, a set of tested prompts and a short sequence ready to use.

Make Using AI for Top of Funnel relevant to your business

Tell us where you want to make progress with account and stakeholder research with ai — and source checking. We can discuss suitable workplace examples, priorities and access needs before agreeing the scope. This workshop brings people together face to face; UK and European delivery arrangements are agreed with your organisation.

Discuss a customised version

What the training covers

The scope below sets out the subjects covered. Workplace examples and practice are shaped around your team within the booked format.

Account and stakeholder research with AI — and source checking
Finding triggers and a relevant reason to reach out
Drafting email and LinkedIn messages that sound human
Personalisation that goes beyond a first name
Call preparation: openers, questions and likely objections
Avoiding AI-generated noise and protecting buyer trust

What’s included in your booking

Your booked time and format: Half day · Face to face · 8–10 delegates.
Included in every course: Interactive, facilitator-led learningLive, hands-on sessions built around practice and participation.
Group discussionsShared conversations about real situations, so people learn from each other as well as the facilitator.
Breakout exercisesSmall-group practice, role-play and problem-solving, online or in the room.
Take-away materialsCourse materials, tools and templates to use back at work.
Facilitated learning and practical application: The subject coverage, exercises and facilitator feedback described above, with space to connect the learning to relevant workplace situations. The workshop description sets out the specific plans, prompts or tools developed in this course.

Follow-up coaching, refresher sessions and additional delivery days are not automatic inclusions; any additions are agreed in your proposal. Travel, venue arrangements and any software licences are confirmed separately where relevant. Prices exclude VAT.

Outcomes

The capabilities delegates work towards through the training and practice:

Build a source-checked account brief in minutes
Identify a relevant trigger for outreach
Draft and refine outreach in your own voice
Prepare for a cold call with AI-assisted rehearsal
Leave with a tested prospecting prompt set and checklist

the next conversation is where it counts —

Take it back to work.

Choose a real situation where you want to apply the learning. Use it to turn an outcome into a manageable first step, then reflect on what changes.

Choose

Start with one priority: Build a source-checked account brief in minutes.

Apply

Try the approach in a relevant task or conversation. Note what felt useful and what you would adapt.

Review

Reflect on what happened, seek feedback where appropriate and choose your next step. Follow-up support can be discussed separately.

Bring this topic to your next event

We can discuss adapting Using AI for Top of Funnel into a keynote or large-group session, focusing on the themes most relevant to your audience. Depth, activities, timings and any follow-up depend on the format and package you choose; an event session is not a substitute for the full course.

Explore Speaking & Events

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Identify the tasks in your week AI can genuinely speed up
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Included in every course

Interactive, facilitator-led learning
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Course details

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Course synopsis

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Outcomes — you'll be able to

Turn discovery notes into a structured deal summary
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Leave with a repeatable deal-review prompt set

Included in every course

Interactive, facilitator-led learning
Group discussions
Breakout exercises
Take-away materials

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From £1,150+ VAT

Proposed price — awaiting approval

Course details

your sales team. your priorities. your programme. —

Build your own sales programme.

Combine courses, focus on your skills gaps and shape the learning around your sales cycle. Standard workshops run with 8–10 delegates; BDR and MEDDPICC sessions have a maximum of eight; Sales Leadership workshops run with 6–8. Smaller bespoke cohorts can be discussed, with pricing agreed for your programme.

Your people. Your priorities.Ready to sell better? Build your programme.A programme shaped around your people — and the progress you want to make.

Where better selling begins.

Your team doesn’t need more slides. They need skills that stick.

Know you need help? Book a relaxed, no-obligation 30-minute call. We’ll talk through your team and challenge, and you’ll leave with an honest view of the options — no brief or programme needed.

Book a Discovery Call Enquire about this course