bILTup
AI Training for Sales

Your reps shouldn't spend hours on research they could do in 90 seconds.

Claude for Sales Professionals teaches your team to systematize prospect research, call preparation, pipeline management, and CRM updates — using the AI tools they already have access to.

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90 sec
Prospect research brief
Company intel, pain points, and competitive landscape — before every call.
4 hrs
Program duration
Half-day, instructor-led. Virtual or on-site.
Day 1
Skills you can use immediately
Every exercise uses a real deal from your pipeline.

What this program covers

This is a 4-hour hands-on workshop for account executives, sales reps, and sales managers who want to systematize their sales workflow using Claude. Every exercise is built around a real deal — your deal, from your pipeline.

Participants leave with a working Sales Plugin customized to their qualification methodology, a deal room Project template they can replicate for every new account, and the prompting skills to run research, call prep, and pipeline review in a fraction of the time.

No prior AI experience required. Active Claude account recommended.

What your team will be able to do

✓Prepare a full pre-call brief in 90 seconds or less
✓Build persistent deal room Projects with full account context
✓Generate competitive battle cards on demand
✓Run pipeline-wide reviews and flag at-risk deals automatically
✓Encode your sales methodology into a reusable plugin
✓Update CRM records from call transcripts without manual data entry

Program Modules

MODULE 01

Research — 90 Seconds to a Pre-Call Brief

  • –Install the Sales Plugin, connect Google Drive, Gmail, and CRM
  • –Run /call-prep for structured prospect research covering company intel, pain points, and competitive landscape
  • –Build a repeatable research workflow you run before every call
MODULE 02

Context — Build the Deal Room

  • –Create a persistent deal room Project with prospect data, proposals, and call notes
  • –Generate competitive battle cards on demand
  • –Extract SPICED qualification data automatically from call summaries
MODULE 03

Scale — Pipeline Review and Forecast

  • –Run /pipeline-review to flag stale deals and risks across your book
  • –Use /forecast for weighted scenario modeling
  • –Batch-process call transcripts for summaries and CRM updates
MODULE 04

Systematize — Your Sales Methodology in the Plugin

  • –Customize the Sales Plugin with your qualification framework (SPICED, MEDDICC, or Challenger)
  • –Update positioning, add outreach templates, and encode your objection handling
  • –Map Claude to your weekly sales rhythm so the system runs itself

Who this is for

→Account executives who want to walk into every call better prepared
→Sales reps spending too much time on research, recaps, and CRM entry
→Sales managers who want a consistent qualification and forecasting process
→Revenue teams adopting Claude and needing structured enablement

Logistics

Duration4 hours (half-day)
FormatInstructor-led — virtual or on-site
Group sizeUp to 20 participants
PrerequisitesNo AI experience required. Active Claude account recommended.
CustomizationAdapted to your CRM, qualification framework, and deal types

Ready to bring this to your sales team?

We'll scope it with you, adapt it to your methodology, and deliver it when your team is ready.

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