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ChatGPT + Claude

Course · Intermediate

AI for Sales and
Account Management

Prepare for meetings faster, follow up while the conversation is fresh and keep account notes useful, without guessing at facts.

Platform
ChatGPT + Claude
Level
Intermediate
Duration
Half day
Format
Live online
Dates & price
Sent when you register interest
Register interest See the modules

The course in one example

Meeting preparation becomes follow-up and organised account notes.

Turn scattered account notes into meeting preparation, a focused conversation and a follow-up sent while it still matters.

  1. Account information

    1. Last email thread
    2. Notes from Q2 call
    3. Renewal due in Q3

  2. Meeting preparation

    Prep sheet · Ops director

    • Goal: confirm renewal path
    • Their concern: onboarding time
    • 3 discovery questions ready

  3. Conversation

    • Asked: who signs off?
    • Heard: 25 new starters
    • Agreed: send pricing
    • Next call booked

  4. Follow-up

    Email · sent same day

    • Thanks + summary of concerns
    • 25-seat pricing attached
    • Actions and owners listed

  5. Account notes

    • Next step: call, last week of month (Checked)
    • Decision-maker: to confirm (Action needed)
    • No sensitive data in prompts (Checked)

Illustrative example A prepared demonstration of the workflow you learn. It is not live AI output, and the names and figures are examples.

Who it's for

Account managers, sales representatives and business development staff who manage customer relationships.

Experience needed: Some everyday use of ChatGPT or Claude. New users should start with a Foundations course.

Problems it solves

If this sounds familiar

  • Too little time to prepare properly for each meeting
  • Follow-ups that go out late or not at all
  • CRM notes that nobody else can use
  • Uncertainty about what customer information can go into an AI tool

Outcomes

By the end you can

  • Build an account preparation plan before a meeting
  • Turn meeting notes into clear follow-up actions
  • Draft follow-up emails that sound like you
  • Prepare for objections with evidence, not invention
  • Keep CRM notes short, accurate and useful
  • Check every fact about a customer before it is used

Modules

How the session runs

3 modules, taught live with hands-on practice in each. Select a module to see its topics.

  1. Account and discovery preparation
  2. Proposals and follow-up
  3. Records and responsible handling

1Account and discovery preparation

4 topics
  • Building an account plan from what you already know
  • Discovery questions that uncover needs and decision process
  • What to check before relying on anything an AI says about a customer
  • Preparing for likely objections with real evidence

2Proposals and follow-up

4 topics
  • From meeting notes to actions, owners and dates
  • Follow-up emails in your own voice
  • Structuring a proposal outline
  • Tone for different stakeholders

3Records and responsible handling

3 topics
  • A CRM note format the whole team can read
  • Anonymising notes before using an AI tool
  • Customer data rules and your organisation's policy

Practical exercises

What you practise

  1. Exercise 1

    Account preparation plan

    Build a plan for a real (anonymised) account: context, questions to ask and risks to watch.

  2. Exercise 2

    Follow-up from notes

    Turn rough meeting notes into actions and a follow-up email, then edit it into your voice.

  3. Exercise 3

    Proposal outline

    Draft the structure of a proposal from a discovery summary.

  4. Exercise 4

    CRM note rewrite

    Rewrite three existing notes into the team format.

What you will create

Real work, finished during the session

Sample previews · illustrative content, not final course material

PlanAccount preparation plan
Context
Renewal due next quarter
Ask
Who approves budget, and when
Watch
Onboarding time concerns

What you know, what to ask and what to watch for before a meeting.

EmailFollow-up email
Opening
Thanks and one specific detail
Actions
Pricing for 25 seats, onboarding plan
Next
Call booked for month end

A follow-up drafted from rough notes, edited into your own voice.

NotesCRM note template
Summary
One sentence
Decisions
What was agreed
Follow-up
Owner and date

A consistent note format the whole team can read in thirty seconds.

You leave with

  • An account preparation template
  • Follow-up and proposal prompts you can reuse
  • A CRM note template
  • A customer-data checklist for AI use

Platform and delivery

Where you learn

ChatGPT or Claude

Taught on ChatGPT or Claude: each group uses the platform its organisation provides. Tell us which when you register interest, and we'll confirm the delivery option.

Requirements

Before you come

Account

A ChatGPT or Claude account, whichever your organisation uses. Free accounts work for the exercises; usage limits apply. Exercises are written so they work on either platform.

Equipment

A laptop with a current browser and a stable internet connection, plus two or three non-confidential documents from your own work.

Experience

Some everyday use of ChatGPT or Claude. New users should start with a Foundations course.

Data

Use only non-confidential material in exercises. We show you how to check your organisation's AI policy and what not to paste into an assistant.

Dates and pricing

How to book

Public sessions

Register interest and we'll email you the next available dates, session times and the price. Nothing is booked until you confirm.

Register interest

Private team sessions

Teams of six or more can book a private session, with exercises adapted to your own work and tools.

About team training

Questions

Before you register

Does this connect ChatGPT or Claude to our CRM?

No. The course teaches workflows that work alongside any CRM. Connecting an AI tool to your CRM is an implementation question we can cover in an AI services engagement.

Is it safe to paste customer details into an AI tool?

That depends on your organisation's account type and policy. The course covers what to leave out, how to anonymise notes and when to check with your privacy lead.

Why is this a half-day course?

It focuses on three workflows you can use the same week: preparation, follow-up and record keeping.

Related courses

Where to go next

All courses
AI for SalesRegister interest