Your First AI Sales Tool: A Hands-On Introduction

What you’ll explore

• Explain in plain English what an AI chat assistant is and does, and apply simple ground rules for privacy, accuracy and honesty when using one for sales work
• Set up and use their first AI tool with confidence, writing a clear first prompt and improving the result with follow-up instructions
• Complete a real sales task with AI, a follow-up email and a short company research summary, with support and guided prompts, and review each output by deciding what to keep, change and ignore
• Choose the next AI tool or feature they want to explore based on their role, their priorities and four practical questions
• Commit to a single daily or weekly AI habit for the next two weeks, with a workflow note that records the steps and the time taken

Who it’s for

Sales professionals taking their very first step into AI tools for their role Founders and owner-operators of small and medium businesses who sell without a dedicated sales team Sales managers who want a safe, practical starting point for themselves or for team members new to AI