AI training for sales teams

Questions Before the Meeting

Before the session, we select a situation that repeats in team work: a new query or a customer returning to a previous offer. Participants organize information and prepare questions with AI. They check which results come from the customer's message and which were generated by the tool's assumptions.

Let's assume the customer asks about delivery to two branches and provides a single common date. There is no division of quantity between the locations. The exercise involves preparing a short response that allows collecting this information. AI adding equal quantities for both branches would be an error, even if the message sounds convincing.

After the Meeting: Checkpoints to Confirm

In the second part, participants work on summarizing the conversation and sketching the next message. They maintain the distinction between the customer's request and the seller's commitment. They check whether the text still contains conditions regarding price, date, or availability.

The facilitator points out specific places requiring improvement. If the date is not confirmed, the participant should return to the agreement with the person responsible for execution. After discussion, they receive a modified case: the customer withdraws from one branch. They update the message independently and check whether previous assumptions were not included in it.

The program may include a note to CRM, if the team has decided which information should be included in it. Saving to the real system and automatic sending of messages require a separate implementation scope. During the workshop, we practice preparation and content control.

Who Should Participate

The selection of materials depends on whether the group handles queries, leads long B2B conversations, or develops existing accounts. The sales manager can help define requirements for a good note and the limits of commercial promises. His participation in the discussion is determined when planning the session.

We also ask about experience with AI. Beginners get time to prepare and check the first draft. For regular users, we can prepare a more challenging material with missing and conflicting agreements.

Preparation and Price Scope

Before pricing, we agree on the length of the program, the number of groups, and the time for feedback. Materials may describe a fictional query. The customer indicates the tools allowed for work and is responsible for purchasing licenses. Configuration of accounts and integrations are priced separately.

Describe the conversation or message whose preparation takes a long time for the team. When the problem concerns data flow between email and the system, it is also worth discussing working with AI in CRM.

Tool and Organization of Sessions

Before the sessions, we agree on the tool available for the team, for example, ChatGPT, Claude, or Copilot, and the materials that can be used in it. Exercises may use fictional notes, without customer recordings. If the team lacks only a common way of saving in CRM, a good template often suffices.

The workshop can focus on preparing the conversation and work after it. With a broader program, subsequent sessions give time for personal tasks and discussion after independent attempts. The number of meetings and possible consultations are determined in the offer.

How Much Does the Training Cost and When Does It Pay Off

Training starts at €1,150 net per day. We calculate the return on one process, without assumptions about the entire company.

According to a study published in Science (2023), the time for writing tasks with ChatGPT decreased by 40%. Therefore, the scenario adopts a cautious weekly hour and checks it by measurement.

Frequently asked questions

How Much Does AI Training for Salespeople Cost?

Training costs from €1,150 net per day of sessions. The price of the program depends on the number of groups, the number of meetings, and the time for discussing work. Tool licenses are purchased by the company.

What Do Salespeople Learn During the Training?

Preparation for a conversation with a customer, notes from agreements after the meeting, and a short follow-up message based on the conversation. Each participant writes their own text and receives feedback from the facilitator.

Can the Training Take Place Online?

Yes. Sessions are conducted in the customer's office in Warsaw or online, in a tool approved by the company.