You ask. AI responds.
Research a company or draft a sales email. A person starts and connects each task.
AI LEAP FORWARD ADVANCED · SALES
From prompts.
To pipeline.
Build an AI workflow that moves prospects from first research to a confirmed meeting.
A one-day, hands-on workshop for your sales core team. Connect company knowledge, AI reasoning and the tools you already use—and give routine sales work a system.
1 day Build workshop8–10 Core team members1 connected workflow Working prototype
THE WORKFLOW IN ACTIONIllustrative classroom example
A NEW LEAD ENTERS
One prospect.
A smarter next step.
Explore how the workflow changes when a prospect replies. Every decision uses the company context and the conversation history.
AI SALES ASSISTANTExample
NR
Northstar Retail
89/100Marketing head · 200-store retail chain
Industry fit20 / 20
Company size16 / 20
Role relevance14 / 15
REPLY INTENT
THE NEXT LEAP
AI answers a question.
Your workflow carries the work.
Your foundation workshop teaches context, prompting, voice, projects and everyday productivity. Advanced connects those skills into a repeatable business process.
A trigger starts the process.
A new lead launches a defined sequence: gather information, create a draft and record the result.
Context shapes the next step.
AI interprets a reply and recommends the appropriate action within the limits you set.
“The prompt is one component.
The workflow is the system.”
The workflow is the system.”
THE COMPLETE SALES WORKFLOW
From lead identification.
To meeting and beyond.
Build the sales development journey in connected stages. Salespeople keep ownership of relationships, commercial decisions and closing.
Find the right prospects.
- Lead intake
Bring prospects from Apollo, a CSV, a form or your CRM into a shared pipeline.
- Company validation
Check public sources and distinguish verified facts from missing information.
- ICP scoring
Evaluate industry, size, location, decision-maker relevance, need and timing.
- Prospect research
Gather relevant company developments and keep source links.
- Need identification
Map evidenced needs and clearly labelled hypotheses to your product.
Make every message matter.
- Prioritisation
Rank qualified prospects; hold uncertain leads for review.
- Personalisation
Use research, approved claims and role-specific value to draft concise outreach.
- Human approval
Review the prospect, evidence and message before sending.
- Outreach
Send approved communication through your chosen mail service.
- Response monitoring
Match incoming replies to the correct prospect and email thread.
Keep the conversation moving.
- Intent classification
Recognise interest, timing requests, objections, wrong contacts and opt-outs.
- Contextual follow-up
Draft the right response or set a later reminder; stop irrelevant sequences.
- Meeting scheduling
Share a booking link or check availability and confirm an agreed slot.
- CRM updates
Record the interaction, owner, status and next action.
- Management reporting
Summarise pipeline activity, stalled leads and opportunities needing attention.
BUILD THE CONTEXT ONCE
Give your workflow
a company brain.
A reusable Sales Context Pack makes every step more consistent. Research, qualification and communication draw from the same approved knowledge.
Your Sales Context Pack
Better context makes the workflow useful. Clear boundaries make it dependable.
RESEARCH → REASON → RELEVANCE → MESSAGE
Personalisation goes
beyond a first name.
Teach AI to explain why your offer could be relevant to this prospect, using evidence and approved product information.
EXAMPLE OUTREACH BRIEF
Write a 90-word introduction for a retail CMO. Reference the company’s verified expansion announcement. Connect it to our approved location intelligence capabilities. Ask for a short conversation. Do not invent a pain point, customer result or statistic.
Qualification with a reason.
Illustrative scorecard · adapt to your ICP
Industry fit20 / 20
Company size16 / 20
Geography10 / 10
Decision-maker relevance14 / 15
Evidence of need17 / 20
Timing signal8 / 10
Data confidence4 / 5
Priority A89 / 100
80–100: A · 60–79: B · 40–59: nurture · below 40: hold. Unknown facts stay unknown; review weak evidence before outreach.
ONE DAY. ONE CONNECTED BUILD.
Leave with a prototype.
And a way to think.
Participants progressively build one sales development workflow, using prepared sample leads, company context and test accounts.
From ChatGPT to AI workflows
Understand assistants, automation and agent behaviour. Define what AI can see, decide and do.
Map your sales journey
Define triggers, context, decisions, actions, memory, approvals and success measures.
Build lead intelligence
Connect a lead sheet, research companies and generate evidence-backed qualification scores.
Build relevant outreach
Use the Sales Context Pack to generate personalised messages and an approval queue.
13:00–14:00 · Lunch
Connect actions
Send approved test emails, log interactions and update the lead sheet or CRM.
Make replies drive decisions
Classify sample replies and route interest, objections, timing requests and opt-outs.
Coordinate meetings and follow-ups
Use a booking link or calendar action; create reminders and stop obsolete follow-ups.
Build management intelligence
Generate a pipeline summary, surface stalled prospects and track operational measures.
Prepare for real-world use
Review permissions, failures, duplicate prevention, logs, costs and rollout ownership.
Indicative agenda. Short breaks are included within sessions. Setup is completed before the workshop; integration depth depends on your accounts and available permissions.
CONNECTED TO THE WAY YOU WORK
Business process first.
Tools around it.
Use one selected stack in class. The workflow principles transfer across platforms; every listed integration is an implementation option.
Connect the steps.
Make · Zapier · n8n
Triggers, branches, scheduled steps and error handling carry information between applications.
Interpret the context.
OpenAI · Gemini · Claude
Model APIs research supplied evidence, score leads, draft messages and classify responses.
Work in your systems.
Apollo · Sheets · CRM
Gmail · Outlook · Calendar · Calendly
Source prospects, manage records, send approved emails and coordinate meetings.
A focused classroom stack
Make + a model API + Google Sheets + Gmail + Google Calendar or a booking link.
Optional delivery infrastructure
Amazon SES, SendGrid or your corporate mail service. SES setup can be covered in a technical extension.
Account access, API availability and paid plans are checked before the session. A ChatGPT subscription and model API usage are separate.
THE FRAMEWORK YOU TAKE WITH YOU
Eight questions.
For any AI workflow.
Trigger
What starts the work?
Context
What information does AI need?
Think
What judgement should it make?
Act
Which system should it update?
Remember
What must be retained?
Check
Where does a person approve?
Repeat
What happens next?
Measure
Did it achieve the objective?
Practical technical literacy. No coding prerequisite.
Learn how APIs, triggers and webhooks, structured data, prompts, conditional routes, state and human approvals fit together. Participants configure a workflow; they do not need to become programmers.
HUMAN OVERSIGHT, BUILT IN
Give AI a job.
Give it clear boundaries.
Research and prepare.
Validate public information, score prospects, draft messages, classify replies and generate pipeline summaries.
Approve and commit.
Review outreach, confirm meetings and handle pricing, discounts, contractual commitments and complex objections.
Stop, log and recover.
Respect opt-outs, stop sequences on replies, prevent duplicate sends, log actions and route uncertain cases to a person.
Measure qualified leads, approval rates, replies, meetings, time per lead and failed runs. Keep API costs and email activity visible.
DESIGNED FOR YOUR CORE TEAM
A practical starting point.
A reusable capability.
For sales leaders, business development teams, sales operations and the colleagues who own your CRM and integrations.
Best suited to participants comfortable with everyday AI tools and spreadsheets. Bring one sales process you want to improve.
What your team takes away
- A working sales workflow prototype
- A reusable Sales Context Pack structure
- An ICP scorecard and prompt templates
- An outreach approval and reply-routing model
- A pipeline reporting template
- A practical rollout checklist
The workshop creates a tested classroom prototype. Production rollout requires configuration and validation in your environment.
BEFORE WE BUILD
Set the team up to succeed.
Choose a use case.
Define your target buyer, product, qualification criteria and the sales stage you want to improve.
Prepare your context.
Bring approved product information, sample outreach, objections and non-sensitive sample leads.
Arrange access.
Confirm the orchestration account, model API, test mailbox, sheet or CRM and scheduling option in advance.
Will this automate the entire sales process?
It demonstrates the connected sales development journey through meeting coordination and reporting. Negotiation, relationship building and closing stay with your sales team.
Do we need all the tools listed on this page?
No. We select one practical stack before the workshop. Alternative platforms show how the same architecture can fit your existing systems.
Will participants send emails to real prospects?
Classroom exercises use test recipients and sample replies. Your team reviews and validates the workflow before using it with live prospects.
Can this approach be used by other departments?
Yes. The trigger, context, reasoning, action and approval framework can support marketing, operations, finance, HR, administration and analytics workflows. This workshop focuses on sales.
AI LEAP FORWARD ADVANCED
Build the next capability
in your sales team.
Start with a focused workshop for 8–10 core team members. Shape the prototype around your product, prospects and sales process.
Delivered by Axiom Analytics · One-day hands-on workshop