The curriculum
10 sessions to a complete AI sales workflow
Each session teaches one part of the sales cycle, then has you apply it to your own accounts in a hands on lab. By the end, you've built a system you'll use every day.
Stats row:
10 sessions · 3 quizzes · 1 graded capstone · optional weekly live class
Two tracks, one certification
SDR / BDR track
Research, outreach, cold calling, objection handling and clean handoffs to AEs.
AE track
Everything in the SDR track, plus deal strategy, mutual action plans, stakeholder messaging and deal risk review.
Every session follows the same path
1
Lesson
frameworks and tested prompts
2
Demo
see it work on a real example
3
Lab
apply it to your own accounts
4
Deliverable
submit your work for credit
5
Takeaways
the three things to remember
What you'll learn
Session 1: How AI actually works · 60 min
Understand what AI can and can't do, how AI systems connect to your tools and how to choose the right model for the job. You'll leave with: a personal AI task audit and your top 3 tasks to automate.
Session 2: Setting up your AI workspace · 75 min
Build a seller context file, a sales Project and connections to your CRM, email and calendar. You'll leave with: an AI workspace that already knows your product, ICP and voice.
Session 3: Prompting and context · 75 min
Learn the GCIRF prompt framework, seven techniques that matter in sales and how to refine a draft instead of starting over. You'll leave with: 3 tested prompt templates for your most common tasks.
Session 4: Responsible use: accuracy, data and judgment · 60 min
Spot made up facts, match verification to the stakes and sort data by risk before it goes into any tool. You'll leave with: a personal pre send checklist.
Quiz 1: Foundations · 12 questions
Session 5: Account and prospect research · 75 min
Build sourced account briefs, find trigger events, map buying committees and tier your accounts. You'll leave with: 3 verified account briefs and a tiered account list.
Session 6: Personalized outreach and sequences · 75 min
Write relevant outreach using proven frameworks, train AI on your voice and design multichannel sequences. You'll leave with: a ready to send sequence for a Tier 1 account.
Session 7: Call prep, cold calls and objection handling · 75 min
Prep a call in five minutes, practice against a realistic AI prospect and build an objection library. You'll leave with: roleplay scorecards and a tested objection library.
Quiz 2: Prospecting · 12 questions
Session 8: Discovery, meetings, CRM and deal strategy · 75 min
Turn transcripts into CRM updates and recap emails in minutes. AEs add deal reviews, mutual action plans and stakeholder messaging. You'll leave with: a call summary, CRM update and recap email, plus a handoff note (SDR) or mutual action plan (AE).
Session 9: Automations, routines and your AI system · 75 min
Turn your best prompts into reusable skills and scheduled routines, and measure the time you've saved. You'll leave with: one working skill, one scheduled routine and your before and after numbers.
Quiz 3: Pipeline and systems · 10 questions
Session 10: Capstone and certification · 90 min
Present your capstone, a complete package built on a real account or deal, and earn your certificate. You'll leave with: the Certified AI Sales Practitioner credential.
The capstone: proof you can do the work
Before Session 10, you build a complete package on a real account (SDR) or a real deal (AE), then present it in 5 minutes. It's graded against a 100 point rubric.
Rubric table:
75 to pass · 90 for "with distinction"
What it takes to get certified
- ✓ Complete all 10 sessions and submit every deliverable
- ✓ Score 80% or higher on each quiz (two retakes allowed)
- ✓ Score 75 or higher on the capstone
- ✓ Follow data safety rules throughout
Before you start
- A laptop
- A company approved AI account (the course is taught with Claude)
- Access to your CRM
- 25 target accounts (SDRs) or 5 open deals (AEs)
- About 2.5 hours a week for roughly 5 weeks, at your own pace
Start building your AI workflow
Start anytime. $50 a month, cancel anytime.