Creating A Sales Playbook With Generative AI

Creating A Sales Playbook With Generative AI, Learn to build and automate sales playbooks using AI tools, lead management strategies, and personalization.

Course Description

Are you looking to revolutionize your sales process using cutting-edge technology? Creating a Sales Playbook with Generative AI is a practical, hands-on course that guides you through every step of building, optimizing, and implementing a dynamic sales playbook powered by AI.

In today’s fast-moving sales environment, teams need tools that adapt quickly to changing customer behavior, automate routine tasks, and personalize engagement. This course is designed for sales professionals, team leaders, and business developers who want to improve their performance with the help of generative AI and data-driven strategies.

We’ll start with the fundamentals—what a sales playbook is, why it matters, and how traditional models compare with AI-enhanced ones. You’ll learn how to set clear sales objectives, define KPIs, and collect and prepare relevant data that feeds AI tools for more accurate forecasting and targeted outreach.

From there, the course dives into the practical use of AI, including how to automate email scripts, personalize pitches using prompts, and generate training materials and templates for your team. You’ll also discover how to prioritize leads based on AI insights, streamline follow-ups, and improve conversion rates through predictive analytics.

By the end of the course, you’ll walk away with a complete, customizable sales playbook tailored to your team’s needs. You’ll know how to monitor its performance, gather feedback, and continuously improve it using real-time data and AI-driven insights.

Whether you’re just starting out or looking to modernize an existing sales framework, this course gives you the knowledge and tools to build a smarter, more effective sales operation.

What you’ll gain from this course: