Course overview
A one-day course that builds an integrated AI sales motion across the full cycle, from prospecting to close. Designed for sales professionals who want to apply Claude to the work they do every day.
Through practical exercises on your own pipeline, you will learn to research accounts, personalise outreach, prepare for calls and follow up, all with AI support that saves time without sounding generic.
Who's It For?
SDRs, BDRs and account executives
who want Claude working across their pipeline, not just for the occasional emailSales managers and team leads
who want to build a shared AI sales motion their whole team can followFounders who sell
who want to spend less time on admin and more time in front of the right peopleAnyone in sales who knows AI should be saving them time
but has not yet built it properly into how they work
Job outcomes
- Claude Specialist
What you'll learn
By the end of this course, you will be able to bring Claude into your sales process in a way that feels natural and saves real time. Expect to improve prospect research, write more personalised outreach, prepare and follow up on discovery calls faster, generate stronger proposals, and build a sales rhythm that supports better commercial outcomes.
AI-powered prospecting
run ICP, account and persona research at scale to build better targeted lists
Personalised outreach
write outreach that lands as genuine, not generic or obviously AI-written
The live sales cycle
prepare for and support discovery calls with AI, before, during and after
Closing and proposals
generate proposals, handle objections and move deals forward faster
Nurture and follow-up
run follow-up sequences and keep your pipeline warm with less manual effort
Study method
- In-class
- Blended
- Online
- Virtual
Locations
- Scotland
- Edinburgh
- England
- London
- Manchester
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Duration study load
1 Day
Delivery
Course outline
Together, we will be covering the full AI sales cycle. You will use Claude to sharpen prospecting, personalise outreach, prepare for live conversations and move opportunities forward with more speed and relevance.
Module 1
Prospecting and research
Building an ICP profile Claude can use to qualify and score accounts
Running account and persona research at scale using Projects and web search
Extracting signal from LinkedIn profiles, company pages and news without hours of manual work
Writing account dossiers that give your outreach a genuine reason to be personal
Building a targeted prospect list on your own accounts during the session
Module 2
Outreach that lands
Why most AI outreach fails and what makes the difference
Personalisation at scale without losing your voice or sounding templated
Writing a system prompt that keeps your outreach sounding like you across every message
Building real outreach sequences on your own accounts, from first touch to follow-up
The quick sanity check before anything goes out
Module 3
The live sales cycle
Discovery call preparation: building a call brief from an account dossier in minutes
Live call support: using Claude for note-taking, objection prompts and real-time thinking
Post-call workflow: summaries, follow-up emails and CRM updates without the admin drag
How to build a reusable call prep template you can run on every new account
Module 4
Close and nurture
Proposal generation that still sounds like you wrote it, not a tool
Using Claude as a thinking partner for objection handling before and after calls
Building follow-up sequences that keep deals warm without pestering
CRM integration: getting Claude to update and summarise records from your own notes
A repeatable nurture flow you leave with and can run straight away
Entry requirements
No AI experience required
a solid grounding in selling is more useful here than any technical backgroundAn active Claude account
Pro plan recommendedA working laptop
with access to your own pipeline, accounts and outreachReal prospects to work with
the exercises are built around your actual accounts, not invented ones
Course features
By the end of the day you leave with a working AI sales motion built around your own pipeline, real outreach you can send, and a repeatable process for every stage from first contact to close.
A prospect research process
a repeatable method for building targeted, well-researched lists at speed
Real outreach messages
written on your own accounts during the session, ready to use
A discovery call preparation template
a reusable format for prepping calls and following up afterwards
A proposal generation workflow
a faster way to produce proposals that still sound like you
A follow-up sequence
a nurture flow you can adapt and run on your own pipeline
About AI First Training
AI First Training is the UK's dedicated Claude training company. We teach one tool, and we teach it properly. Most AI training spreads thin across many tools and leaves teams dabbling. We go deep on Claude, because depth is what changes how people actually work. Our flagship is Claude in 3 Days: a three-day, hands-on intensive capped at ten people, run in person in London and live online. Day one covers Claude, prompting, and system prompts.Day two covers Memory, Projects and Skills. Day three is Cowork and a Build Day, where each delegate builds working tools of their own. We also run one-day courses built around specific roles, including Claude for Sales, Marketing, Design and small business owners, plus bespoke in-house training shaped around a team's own work. The approach comes from a long training background. Founder Mark Young spent more than a decade running one of the UK's leading creative and software training companies, delivering classroom training to large brands and in-house teams across the country. AI First Training brings that same classroom-led, hands-on method to Claude. The focus is always on the outcome your business needs, with the depth of a single tool underneath. Delegates leave able to use Claude in their day-to-day work.
