Overview 

Participants will explore how AI can assist across the full sales process, from understanding the market and reviewing competitors to improving online presence, identifying better-fit leads, preparing for meetings, creating proposal outlines, following up and tracking opportunities.

Using a structured prompting approach, attendees will learn how to create clearer, more useful AI outputs that support better sales thinking, stronger customer communication and more consistent follow-up. The session will also highlight how to use AI responsibly in a sales context, including data protection, anonymising customer information, checking AI-generated content and keeping human judgement at the centre of sales decisions.

By the end of the workshop, participants will have practical prompts, templates and a simple action plan they can apply immediately in their own business.

Learning Outcomes

By the end of this workshop, participants will be able to:

• Understand how AI can support the sales and business development process
• Use structured prompts to improve AI outputs for sales tasks
• Review competitor activity and identify market gaps using AI
• Assess online profiles and digital presence from a buyer’s perspective
• Develop an ideal customer profile and identify better-fit lead opportunities
• Use AI to prepare for sales meetings and analyse meeting notes
• Create proposal outlines and follow-up messages using AI
• Track sales opportunities more consistently using simple AI-supported templates
• Recognise key considerations for responsible AI use in a sales and customer context

This workshop is suitable for:

• SME owner-managers
• Sole traders and micro-business owners
• Sales and business development staff
• Marketing staff involved in lead generation or customer communication
• Service-based businesses preparing proposals or managing client enquiries
• Business owners who want practical ways to use AI to improve sales activity, follow-up and customer engagement