Skills you will learn

  • AI-Powered Sales Research
  • Account and Industry Intelligence
  • Prospect Personalization
  • Prompt Engineering for Sales
  • CTRAS Framework
  • AI Tool Evaluation
  • Trust Calibration
  • Sales Workflow Automation
  • Data Privacy in AI Prompts

Who should learn

  • Beginners
  • Sales Development Reps
  • Business Dev Reps
  • Account Executives
  • Sales Managers
  • Sales Enablement Team
  • Founders

What you will learn

  • Free AI for Market Intelligence & Sales Prospecting Course

    • Lesson 01: Course Introduction

      02:30
      • Course Introduction AI for Market Intelligence and Prospecting for Sales
        02:30
    • Lesson 02: Learning Objectives

      01:16
      • 2.01 Learning Objectives
        01:16
    • Lesson 03: Foundations: AI as a Sales Research Partner

      34:52
      • 3.01 AI Powered Sales Research and Decision Making
        03:17
      • 3.02 Hallucinations Recency and Other AI Blind Spots
        01:22
      • 3.03 The AI Trust Ladder Match Trust to Risk
        01:24
      • 3.04 Choosing the Right AI Research Assistant and When to Use It
        01:47
      • 3.05 AI in CRM and the CTRAS Prompt Iteration Framework
        03:29
      • 3.06 Data and Privacy in AI Prompts
        02:52
      • 3.07 Demo Setting up Free Accounts on ChatGPT Claude and Perplexity
        04:47
      • 3.08 Demo Creating a Prospecting Snapshot for Shopify Using ChatGPT
        07:42
      • 3.09 Demo Comparing Tool Outputs ChatGPT Claude and Perplexity
        08:12
    • Lesson 04: Account and Industry Intelligence

      57:12
      • 4.01 Turning Sales Research into Account Insights
        02:45
      • 4.02 Finding Sales Signals from Public Sources
        03:30
      • 4.03 Verifying AI Assisted Outreach Before Sending
        02:36
      • 4.04 Demo Identifying Strategic Priorities While Building a Prompt Library
        12:39
      • 4.05 Demo Capturing Pain Points and Pressures While Building a Prompt Library
        11:52
      • 4.06 Demo Finding Hiring Signals and Buying Triggers While Building a Prompt Library
        10:33
      • 4.07 Demo Building a Competitive Landscape While Mapping the Industry Landscape
        07:49
      • 4.08 Demo Identifying Market Trends and Key Players While Mapping the Industry Landscape
        05:28
    • Lesson 05: Prospect Intelligence and Personalization at Scale

      54:54
      • 5.01 Applying Person Research for Relevant Outreach
        02:26
      • 5.02 Using Public Signals to Research Buying Committees
        03:35
      • 5.03 Demo Building a Prospect Profile Using Perplexity and Claude
        12:00
      • 5.04 Demo Building a Prospect Profile Using the Role Context Prompt
        07:21
      • 5.05 Demo Drafting a Personalized Cold Outreach Email Using Claude
        11:09
      • 5.06 Demo Humanizing Personalized Outreach Emails Using Claude
        04:52
      • 5.07 Demo Drafting a Value Led Follow Up Email Using Claude
        04:37
      • 5.08 Demo Drafting a Gracious Breakup Email Using Perplexity
        02:35
      • 5.09 Demo Generating Discovery Questions for a First Prospect Call Using Perplexity
        06:19
    • Lesson 06: Building a Repeatable AI Based Prospecting Workflow

      43:23
      • 6.01 Building a Repeatable AI Prospecting Workflow
        03:08
      • 6.02 Using AI Tools Effectively in Prospecting
        03:08
      • 6.03 Demo Building the Prompt Library Structure
        03:37
      • 6.04 Demo Populating the Prompt Library with Top Prompts
        07:39
      • 6.05 Demo Creating the Account Brief Under Five Minutes
        09:04
      • 6.06 Demo Running the Prospect Research Speed Run
        04:25
      • 6.07 Demo Drafting the Outreach Email Live
        07:14
      • 6.08 Demo Generating Tailored Discovery Questions
        05:08
    • Lesson 07: Key Takeaways

      01:35
      • 7.01 Key Takeaways
        01:35
      • Knowledge Check
About the Course

Even with many research tools available, sales teams often spend hours manually gathering account information. This course is designed for sales professionals who want AI to handle research and personalization, while still using their own judgment for effective outreach. Through seven lessons with hands-on demos using ChatGPT, Claude, and Perplexity, you'll learn when to trust AI, how to turn public information into useful insights, and how to build a prompt library that can reduce research time from hours to just five minutes.

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FAQs

  • Is AI replacing sales reps?

    No. In this course, AI is used as a partner for research and drafting, not as a replacement for the judgment, relationship-building, and checking that sales reps bring. Lesson 3 explains where AI is helpful and where you still need to review the work yourself.

  • Who should enroll in this course?

    This course is for SDRs, BDRs, account executives, sales managers, and RevOps or sales enablement professionals who want to use AI for account research, prospect intelligence, and personalized outreach. You don't need any previous AI experience.

  • What AI tools are used in the demos?

    The demos use ChatGPT, Claude, and Perplexity across different lessons, reflecting how sales teams typically work across more than one AI tool depending on the task.

  • Do I need prior AI experience to take this course?

    No. The course begins by helping you set up free accounts on ChatGPT, Claude, and Perplexity, and then guides you step by step. You don't need a technical background.

  • What is the AI Trust Ladder, and why does it matter?

    Covered in Lesson 3, the Trust Ladder is a framework for matching how much weight you put on an AI output to how much risk is riding on the decision - so a quick internal note gets less scrutiny than a claim going into a client-facing email.

  • What is the CTRAS framework?

    CTRAS is a prompt iteration framework explained in Lesson 3. It helps you improve your prompts in a CRM setting, so you get more useful and accurate results from AI for repeated sales research tasks.

  • How does this course handle AI hallucinations in sales research?

    Lesson 3 addresses hallucinations and recency limits directly, so you learn to spot where an AI-generated account fact might be outdated or fabricated before it ends up in outreach.

  • What does the prompt library actually cover?

    Across Lessons 4 through 6, you build a prompt library covering account insight, competitive landscape mapping, prospect profiling, outreach drafting, and discovery question generation - organized so you can reuse it on any new account.

  • How does the course address data privacy when using AI?

    Lesson 3 explains what information is safe to include in an AI prompt and what you should leave out. This way, you can use these tools for real accounts without risking sensitive customer or company data.

  • What kind of outreach emails does this course teach me to write?

    Lesson 5 shows you how to draft a personalized cold email, make AI-written outreach sound more human and less generic, write a follow-up focused on value, and even send a polite re-outreach email if a prospect stops responding.

  • Does the course cover researching buying committees, not just individual prospects?

    Yes, Lesson 5 teaches you how to use public signals to research whole buying committees, not just one contact. This helps you tailor your outreach to each person's likely priorities.

  • How fast can I realistically build an account brief using these methods?

    Lesson 6 features a live demo where you build a complete account brief in less than five minutes. It shows how the prompt library from earlier lessons can speed up a long research process.

  • Is there a certificate included?

    Yes, you receive a free certificate on completion that you can add to your LinkedIn profile or resume.

  • Can I access this course on my phone?

    Yes, you can, but it's easiest to follow the demos and use the AI tools on a laptop or desktop.

  • What should I do immediately after finishing this course?

    Use the prompt library structure from Lesson 6 on a real account you're working with. Build the account brief, draft your outreach, and try it in your next prospecting cycle to see how much time you save.

     

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