From ideas to results. Learn to find the right buyers, prepare better conversations, create stronger proposals, and coordinate a team of AI agents.
These are self-paced lessons and suggested exercises, not a certification or a promise of sales results. Start with your existing tools.
Every lesson includes four practical steps, an example, a reusable prompt, an assignment, and a measure of progress. Select the topic that matches today’s work.
16 of 16 lessons · Free, self-paced training
Turn one messy task into a repeatable process you can review in 20 minutes.
Open lesson →Find your buyersDefine a useful ideal customer profile from evidence, then prioritize accounts.
Open lesson →Find your buyersBuild a small, relevant prospect list and an outreach plan worth responding to.
Open lesson →Find your buyersCreate a sourced comparison that includes doing nothing and building internally.
Open lesson →Earn trustPrepare better questions, listen carefully, and follow through on what matters.
Open lesson →Earn trustProduce a clear, scoped proposal from confirmed discovery notes.
Open lesson →Earn trustUse closing methods to help a buyer make an informed decision.
Open lesson →Keep your promisesTurn notes into proposed CRM updates with a traceable review step.
Open lesson →Keep your promisesConnect the promise made in sales to the experience after purchase.
Open lesson →Grow demandConnect a focused campaign to sales conversations and measurable learning.
Open lesson →Grow demandBuild useful demos, visual proposals, and creative concepts from an approved brief.
Open lesson →Grow demandPublish clear answers to buying questions and measure discoverability honestly.
Open lesson →Test and learnTest a sales or product idea against real buyer behavior.
Open lesson →Test and learnDesign a fair experiment and interpret the result without false certainty.
Open lesson →Build your teamCoordinate specialists around one brief, with explicit handoffs and verification.
Open lesson →Test and learnUse evidence to improve skill and pipeline judgment.
Open lesson →Use one assistant, your existing CRM, and the specialist tools the task needs. These workflows are suggestions to try; features depend on your account, connectors, and permissions.
Use Claude for research synthesis, call preparation, and reviewed document workflows. Cowork capabilities support multistep work with files and connected tools. “Claude Work” is treated here as a description of working with Claude, not a separately verified product.
Try this: Supply an approved account brief and ask for discovery questions, a meeting agenda, and an evidence checklist. Review the sources before using the brief.
Official product guidance ↗Use a capable reasoning assistant for account analysis, proposal structure, role-play, and checking assumptions. Official OpenAI material identifies GPT-6 Astra; we have not verified “Astra 6.5” as an official model name.
Try this: Compare two proposed offers against buyer evidence. Request a recommendation, trade-offs, missing information, and the smallest next experiment.
Official product guidance ↗Use design capabilities to explore sales one-pagers, presentations, and prototype concepts. Anthropic is bringing Design and Cowork capabilities into Claude; availability and interface may differ by account.
Try this: Provide brand guidance and approved proposal content. Ask for a clear one-page layout, then verify every claim, number, and product representation.
Official product guidance ↗Grok Bot supports persistent AI teammates with role-specific context and a cloud computer. Start with a bounded research or draft workflow before connecting it to customer-facing actions.
Try this: Create a research role that produces a dated account brief and a separate reviewer role that checks sources. Require your approval before outreach or record changes.
Official product guidance ↗Use collaborative journey maps and prototypes to make an offer or customer experience tangible. Figma Make can help turn a brief into an interactive concept.
Try this: Map inquiry to onboarding, prototype one confusing handoff, and ask a real user to complete a task. Observe behavior rather than asking only whether they like the design.
Official product guidance ↗Explore marketing images, storyboards, and video concepts. Use approved product assets and review generated visuals for accuracy before publishing.
Try this: Create two storyboard concepts for the same offer, then compare whether viewers understand the message. Synthetic scenes are illustrations, not customer evidence.
Official product guidance ↗CRM-native assistants such as HubSpot Breeze can help summarize records, prepare meetings, and draft content. Choose tools around your existing data and workflow; verify plan access, permissions, and usage limits.
Try this: Test one anonymized record. Compare the proposed summary with its sources and require a reviewable change log before permitting CRM updates.
Official product guidance ↗Use Search Console for search evidence and your analytics and CRM for downstream outcomes. Pair research, content, creative, CRM, and measurement tools only where each serves a clear job.
Try this: Follow one campaign from visit to qualified inquiry to meeting. Fix missing tracking or lead ownership before adding another automation.
Official product guidance ↗Tool names and linked guidance checked October 24, 2026. Recheck availability before purchasing. This is independent education, not vendor-sponsored training. Never upload customer information to an unapproved workspace.
A useful team has a shared brief, named owners, a place to save the work, and a reviewer. Marketing, product, design, and development agents can help carry a buyer insight into a tested experience.
Build your team playbook →Start with the first AI sales workflow lesson. Use an anonymized example, a clear output format, and a source check. Then try discovery preparation and follow-up before automating a larger process.
AI can organize evidence and help you rehearse. Simulated personas are not proof of customer demand. Real buyers must validate the problem, commitments, and experience.
No. This training hub provides lessons and prompts. Using a connected assistant is a separate workflow that requires the appropriate permissions and your review.
AEO means answer engine optimization; GEO means generative engine optimization. Both describe efforts to make useful information discoverable in AI answers. Google’s guidance emphasizes foundational SEO for its AI features. No approach guarantees citations or leads.
No. Start with a tool you already have and a specific task. Add a design, video, CRM, or automation tool only when its contribution is clear and measurable.