AI for…

AI for Sales & CRM Automation

🚀 Close more deals. Save more time.

Build relationships at scale.

Sales isn’t just about hustle anymore — it’s about leverage. This course shows you how to integrate AI into your sales process and CRM to supercharge prospecting, automate admin, and make every client interaction smarter.


👥 Who it’s for

  • Sales professionals & account managers

  • Business development reps (BDRs) & SDRs

  • Freelancers & solopreneurs handling their own sales

  • Sales leaders managing growing teams

  • Anyone who wants to replace manual tasks with AI-driven automation


🎯 What you’ll walk away with

By the end, you’ll have a personal AI sales assistant running behind the scenes:
✨ AI-powered prospecting lists & outreach personalization
✨ Email sequences that adapt to prospect responses
✨ Automated CRM updates, meeting notes, and follow-ups
✨ Lead scoring & pipeline insights without hours of data entry
✨ Action-ready dashboards that turn data into next steps


📚 The Curriculum

Module 1 — The AI Sales Playbook

  • How AI is reshaping sales (what’s hype vs. what works)

  • Key tools for sales automation (no-code friendly)

  • Setting up your AI “sales assistant”

Module 2 — Prospecting & Lead Generation

  • Using AI to find and segment leads faster

  • LinkedIn & email prospecting prompts

  • Smart scraping & enrichment with AI tools

Module 3 — Personalized Outreach at Scale

  • Crafting cold emails with AI (that don’t sound robotic)

  • Creating variations for A/B testing in seconds

  • ChatGPT for objection handling & follow-up replies

Module 4 — CRM Automation Made Easy

  • Auto-updating CRM fields after calls/emails

  • Syncing notes, summaries, and action items

  • Building lead-scoring models with AI

Module 5 — Meeting Prep & Follow-Up

  • Instant prospect research briefs before calls

  • Auto-generated meeting notes & next steps

  • AI follow-up emails tailored to deal stage

Module 6 — Forecasting & Pipeline Intelligence

  • Predicting deal health with AI insights

  • Creating dashboards that show where to focus

  • Using AI for win/loss analysis

Module 7 — Putting It All Together

  • Building an end-to-end AI-assisted sales workflow

  • Integrating with popular CRMs (HubSpot, Salesforce, Zoho, etc.)

  • Automating reports for you and your team

Final Project
Design your AI Sales Workflow 2.0:

  • Prospecting sequence with AI-crafted outreach

  • CRM automation that updates itself

  • A forecasting dashboard with clear action steps


💡 Why this works

Sales pros lose 30–40% of their week to admin. This course gives you back that time with plug-and-play workflows that:

  • Find and qualify leads automatically

  • Keep your CRM spotless without manual updates

  • Free you up to do what matters most: closing deals and building relationships

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