Why this course
Use AI to research accounts, prepare calls and follow up faster, so your team spends more of its week selling.
Most sellers spend less than a third of their week selling. Agents can now research accounts, prepare calls and write follow ups in minutes, which gives every rep hours back to spend with buyers.
A half day, hands on, with no slides. You bring one real piece of your own work and leave with it moved forward.
Sessions run in central London or online, with small groups of senior people so every question gets answered.
What you will learn
The ground we cover
What to bringA laptop and a short list of real accounts from your own pipeline.
- Where AI fits into each stage of your sales process
- How to build an agent that researches your own accounts
- How to prepare calls and write follow ups in minutes
- How to keep client data safe and compliant
- How to roll the new ways of working out to your team
Who it is for
Sales leaders who want their team spending more of the week with buyers and less of it on research, notes and follow up.
- Sales directors and heads of revenue
- Account managers with large books
- Founders who still run the pipeline
How the morning runs
9.30am to 1pm, central London or online.
- 9.00am
Arrival and coffee
Meet the group and the faculty, and pick the one real piece of work you want to move forward.
- 9.30am
Where AI fits in a sale
We map your sales process and find the hours an agent can give back to every rep.
- 10.30am
Build your research agent
You set up an agent that researches accounts in your own pipeline and briefs you before each call.
- 11.45am
Follow up and data rules
We build call notes and follow up workflows and agree which client data stays out.
- 12.40pm
Your plan for Monday
You leave with a one-page plan for what you will do next.
- 1.00pm
Close
Next session Thu 11 Feb 2027
£499 + VAT per person, 9.30am to 1pm, London or online
What you leave with
- 01An account research agent set up for your own pipeline
- 02Call preparation and follow-up workflows ready for next week
- 03Clear rules on which client data stays out
Next session Thu 11 Feb 2027
£499 + VAT per person, 9.30am to 1pm, London or online
Questions about this course
Who is this for?
Sales leaders who want their team spending more of the week with buyers and less of it on research, notes and follow up.
Is it hands on?
Yes. You work on a real piece of your own work with faculty beside you, so you leave with it moved forward.
Can I join online?
Yes. You can join live online and take part fully, or come to central London.
What time does it run?
Arrive from 9am for a 9.30am start. We finish at 1pm.
Can we run it for our own team?
Yes. We run it as a private session for your team, in your offices or online, shaped around your business.
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Bring it to your team
A session designed around your business and led by practitioners, so your leadership team learns together, gets aligned and leaves with the decisions that move a specific outcome.
Book your place
Choose the course, the date and how you want to join, then tell us who is coming. We confirm your place by email the same working day.
Want it for your whole team? Choose a private session and we will shape it around your business.