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Claude for Sales

Study Method In-class, Online
Locations Online, Edinburgh, London, Manchester
Provider AI First Training
Start Date Enrol anytime
AI First Training

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?

  1. SDRs, BDRs and account executives
    who want Claude working across their pipeline, not just for the occasional email

  2. Sales managers and team leads
    who want to build a shared AI sales motion their whole team can follow

  3. Founders who sell
    who want to spend less time on admin and more time in front of the right people

  4. Anyone 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

Want to see more job outcomes and how your future could change?

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 In-class info icon
    In class delivery - predominately face to face course content conducted at a specific location
  • Online Online info icon
    Online delivery - online course content with the exception of assessments and work placement
  • Blended Blended info icon
    Blended delivery - both online course content and partial face to face requirements
  • Virtual Virtual info icon
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online

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

  1. Building an ICP profile Claude can use to qualify and score accounts

  2. Running account and persona research at scale using Projects and web search

  3. Extracting signal from LinkedIn profiles, company pages and news without hours of manual work

  4. Writing account dossiers that give your outreach a genuine reason to be personal

  5. Building a targeted prospect list on your own accounts during the session

Module 2

Outreach that lands

  1. Why most AI outreach fails and what makes the difference

  2. Personalisation at scale without losing your voice or sounding templated

  3. Writing a system prompt that keeps your outreach sounding like you across every message

  4. Building real outreach sequences on your own accounts, from first touch to follow-up

  5. The quick sanity check before anything goes out

Module 3

The live sales cycle

  1. Discovery call preparation: building a call brief from an account dossier in minutes

  2. Live call support: using Claude for note-taking, objection prompts and real-time thinking

  3. Post-call workflow: summaries, follow-up emails and CRM updates without the admin drag

  4. How to build a reusable call prep template you can run on every new account

Module 4

Close and nurture

  1. Proposal generation that still sounds like you wrote it, not a tool

  2. Using Claude as a thinking partner for objection handling before and after calls

  3. Building follow-up sequences that keep deals warm without pestering

  4. CRM integration: getting Claude to update and summarise records from your own notes

  5. A repeatable nurture flow you leave with and can run straight away

Entry requirements

  1. No AI experience required
    a solid grounding in selling is more useful here than any technical background

  2. An active Claude account
    Pro plan recommended

  3. A working laptop
    with access to your own pipeline, accounts and outreach

  4. Real prospects to work with
    the exercises are built around your actual accounts, not invented ones

Find out more about the entry requirements for this course

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

Payment options

Payment in full before the class begins

Find out more about the payment options for this course

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.

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