Using AI in Your Sales Day

Win back time across the working week: plan your day, prepare for meetings, summarise calls and keep the CRM up to date with AI as your assistant.

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

The fastest win from AI isn’t a clever prompt — it’s getting the busywork out of the way so sellers spend more time with customers.

What you’ll explore in the Lab

This practical, face-to-face half day shows sellers how to use AI across their working week: planning priorities, preparing for meetings, turning call notes into summaries and follow-up, and keeping CRM records useful.

Delegates bring their own week, try each workflow on real tasks and compare results with peers. We cover how to write clear instructions, how to check what comes back, and what should never go into an AI tool — so the time saved doesn’t come at the cost of accuracy or customer trust.

a real challenge. a purposeful response.

The challenges this addresses

Sellers losing hours to admin, notes and CRM updates
Meeting preparation squeezed into the five minutes before the call
AI tools available but used inconsistently, or not at all
Uncertainty about what is safe to put into an AI tool

What this can change at work

Help sellers use AI for the everyday tasks that eat into selling time. They build simple routines for planning, meeting preparation, call summaries and follow-up, and learn what to check before relying on an output. Managers gain a shared, policy-aware approach to AI across the team, and the business gets more of its sellers’ time pointed at customers.

Prepared for every meeting

Sellers arrive with a short, checked brief on the customer, the people involved and the questions they want to ask.

Faster, cleaner follow-up

Call notes become accurate summaries and follow-up emails in minutes, reviewed and finished in the seller’s own voice.

Safer everyday use

The team follows the same simple rules on approved tools, customer data and checking outputs.

Explore. Practise. Perform.

Less theory. More application.

What participants will practise

Realistic sales scenarios, role-play and peer feedback around where ai saves time in a seller’s week — and where it doesn’t and planning priorities and protecting selling time. 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

Short demonstrations lead straight into hands-on practice using your approved tools. Delegates work in pairs on their own calendars, meeting notes and follow-ups (using public or anonymised information), then share what worked with the group. Everyone leaves with a personal prompt library for their week and a short checklist for safe, accurate use.

Make Using AI in Your Sales Day relevant to your business

Tell us where you want to make progress with where ai saves time in a seller’s week — and where it doesn’t. 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.

Where AI saves time in a seller’s week — and where it doesn’t
Planning priorities and protecting selling time
Meeting preparation briefs in minutes
Call summaries, follow-up emails and next steps
Keeping CRM notes useful without the admin drag
Safe use: approved tools, customer data and checking outputs

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:

Identify the tasks in your week AI can genuinely speed up
Write clear instructions that produce usable results
Prepare a meeting brief and follow-up with AI support
Check outputs for accuracy before you rely on them
Leave with a personal prompt library for your week

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: Identify the tasks in your week AI can genuinely speed up.

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 in Your Sales Day 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

More from AI for Sales Lab

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Half day · 3.5 hours per half day8–10 delegates

Course synopsis

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

Key focus areas

Account and stakeholder research with AI — and source checking
Finding triggers and a relevant reason to reach out
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Personalisation that goes beyond a first name
Call preparation: openers, questions and likely objections
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Outcomes — you'll be able to

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

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

AI and Deal Reviews

Use AI to stress-test live opportunities: spot qualification gaps, challenge assumptions and plan the next step — while the evidence still comes from the buyer.

Half day · 3.5 hours per half day8–10 delegates

Course synopsis

The most useful thing AI can do in a deal review is ask the awkward question nobody in the room wants to ask. This face-to-face half day shows sellers and managers how to use AI to prepare for and challenge deal reviews. Delegates bring anonymised opportunities, use AI to organise discovery notes, test the deal against their qualification framework (including MEDDPICC where you use it) and surface risks, missing stakeholders and weak next steps. We are clear about the limits: AI can highlight gaps and challenge thinking, but evidence only comes from the buyer. Delegates leave with a repeatable deal-review routine they can use before every pipeline meeting.

Key focus areas

Organising discovery notes into a clear deal picture
Testing deals against your qualification framework
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Using AI to challenge assumptions — not invent evidence
Planning buyer-aligned next steps
A repeatable AI-assisted routine for pipeline meetings

Outcomes — you'll be able to

Turn discovery notes into a structured deal summary
Use AI to highlight qualification gaps
Separate buyer evidence from seller assumptions
Agree a specific next step for a live opportunity
Leave with a repeatable deal-review prompt set

Included in every course

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

Face to face

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