AI · AIC-23

AI for Sales Teams

12 hours 2 days

Last updated 26 Sep 2026

Sales is a race against time. Many sales teams spend most of their day on paperwork and routine tasks: researching prospects, writing follow-up emails,…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

Sales is a race against time. Many sales teams spend most of their day on paperwork and routine tasks: researching prospects, writing follow-up emails, preparing quotes and proposals, summarizing meetings and updating the CRM, leaving little time to talk with customers and close deals. Generative AI greatly reduces the time spent on these tasks so the sales team can focus more on relationships and closing. The key is applying AI at the right point in each stage of the sales process. This course is designed to help sales teams use AI in real work confidently and systematically, covering the

whole sales process, from lead research and qualification, pre-call research, writing follow-up emails and messages, objection handling, preparing quotes and proposals, summarizing meetings, analyzing the pipeline and forecasting sales, to setting up sales assistants and automation with Custom GPT/Gems and n8n, plus safe customer-data practices under PDPA. All content is taught through workshops on real sales tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own sales process. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)

Objectives

Understand how AI changes the sales process and choose AI for each sales stage
Design prompts for sales work and set a communication tone that fits the brand and customer
Use AI for lead research and qualification and pre-call preparation
Use AI to write follow-up emails and messages, personalized to each customer
Use AI for objection handling and preparing sales conversations
Use AI to create quotes, proposals and sales documents professionally
Use AI to summarize meetings and record data into the CRM
Use AI to analyze the pipeline, forecast sales and prioritize deals
Set up sales assistants and automation with Custom GPT/Gems and n8n
Set safe customer-data practices under PDPA

Who this course is for

Salespeople, sales executives, account executives and sales representatives
Inside sales, telesales and online sales teams
Sales managers and leads who want to set up AI use for the team
Business owners and SME entrepreneurs who sell and follow up with customers themselves
Business development teams and anyone working with sales and customers

Prerequisites

General computer and internet skills
Understanding of your sales process or team routine to use as a case study during training
Some experience with email or a CRM helps but is not required
No AI or programming background required

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Learners take home a sales prompt library, a sales assistant (Custom GPT/Gem), follow-up email and proposal templates, and a PDPA checklist.

Day 1: AI and the Sales Process and Customer Follow-up

Section 1: How AI Changes Sales Work

An overview of generative AI in the sales process and what changes in daily work
AI use cases in sales: prospecting, preparation, follow-up, proposals and analysis
Choosing the right AI tool for each sales stage
AI limits and a verification mindset before using data with customers

Section 2: Effective Prompts for Salespeople

A good prompt structure for sales: role, target customer, context and message goal
Setting a communication tone that fits the brand and each customer group
Using examples to keep message style consistent
Building a sales team prompt library for recurring work

Section 3: Lead Research and Qualification with AI

Using AI to research and summarize prospects and target companies
Lead qualification and prioritization
Preparing data and talking points before meeting a customer (pre-call research)
Workshop: research and summarize a target customer with sales opening points

Section 4: Writing Follow-up Emails and Messages with AI

Writing cold emails and follow-up emails
Personalizing messages to each customer at scale
Writing follow-up messages across channels such as email, LINE and chat, and designing a follow-up sequence
Workshop: write a follow-up email set for a sample deal with AI

Section 5: Objection Handling and Preparing Sales Conversations

Using AI to prepare answers for common objections
Preparing pitch scripts and selling points that match customer needs
Practicing sales conversations with AI (roleplay)
Workshop: build an objection-response set and sales script for the learner's product

Day 2: Proposals, Pipeline, Assistants and Setup

Section 6: Creating Proposals and Quotes with AI

Using AI to draft proposals and tailor them to customer needs
Producing quotes and sales documents professionally and quickly
Summarizing selling points and value proposition clearly
Checking numbers and terms before sending to the customer

Section 7: Meeting Summaries and CRM Data

Using AI to summarize meetings and capture key points (meeting notes)
Extracting data and next actions from conversations to record in the CRM
Organizing customer data and contact history
Cautions on accuracy and privacy of customer data

Section 8: Pipeline Analysis and Sales Forecasting

Using AI to analyze the pipeline and deal status
Prioritizing deals and finding those most likely to close
Basic sales forecasting from available data
Workshop: analyze a sample pipeline and prioritize the deals to focus on

Section 9: Sales Assistants and Automation

Building a Custom GPT or Gem as an on-brand sales assistant
Embedding product, price and sales playbook for consistent results shared across the team
Automation with n8n, such as follow-up reminders or weekly deal summaries
Workshop: build one sales assistant for a task the team repeats daily

Section 10: PDPA and Safe Use of Customer Data

Customer data and PDPA: what can and cannot go into AI
Practices for safely collecting and using customer data
Cautions when using AI with sales and sensitive data
Setting the sales team's AI usage guideline

Section 11: Capstone Project and Real-world Adoption

Task: set up an end-to-end AI toolkit for the learner's sales process, from prospecting and follow-up to proposals and a sales assistant
Present the work and get feedback from the instructor and peers
A first-30-days adoption plan and setting up AI use for the whole sales team

Frequently asked questions

Who is AI for Sales Teams for, and what background is needed?

Built for Salespeople, sales executives, account executives and sales representatives · Inside sales, telesales and online sales teams · Sales managers and leads who want to set up AI use for the team Background you should have: General computer and internet skills · Understanding of your sales process or team routine to use as a case study during training Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does AI for Sales Teams cost and how long does it run?

THB 6,900 (currently THB 6,210 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.