A three-module program on putting AI assistants to work across the B2B sales cycle: researching and qualifying prospects, drafting outreach that still sounds like you, and pressure-testing your pipeline and forecast. Every workflow taught here is tool-agnostic, built on prompting patterns and checklists you can apply with whatever AI assistant and CRM you already use.

Modules

Module 1: AI Prospecting

Lessons

• Defining Your Ideal Customer Profile Before You Prompt Preview
• Prompting Patterns for Prospect Research
• Data Hygiene for AI-Assisted List Building
• Building an AI-Assisted Qualification Scorecard
• Spotting Buying Signals With AI Summarization
• Wiring AI Prospecting Into a Daily Workflow

Module 2: AI Personalization

Lessons

• The Research-First Personalization Workflow
• Prompt Templates for First-Touch Sales Emails
• Escaping the AI Voice: Editing Drafts to Sound Human
• Batch Personalization Without Losing Relevance
• Adapting AI Drafts Across Email and Social Channels
• Quality Control for AI Outreach Before It Sends

Module 3: AI Pipeline Forecasting

Lessons

• Preparing Pipeline Data for AI Analysis
• Building a Deal Health Score With AI Assistance
• Early Warning Signals for At-Risk Deals
• Running an AI-Assisted Weekly Pipeline Review
• Forecast Sanity Checks: Testing Predictions Against Reality
• Turning Forecast Insights Into Sales Decisions