AI for Sales & Marketing
A 65-minute playbook for revenue leaders — six AI plays that ship, three that disappoint, and a 2-quarter portfolio with the KPIs that prove ROI.
Last updated: 2026-05-20
What you'll learn
By the end of this course you'll be able to:
- The revenue-AI fit map — six plays that ship, three that disappoint, one principle for every vendor pitch
- AI in prospecting — three useful uses + the AI-spam math + the disciplined workflow
- Lead scoring with AI — two scoring layers + the six-check CRM data quality gate + three-band score-to-action
- Proposal generation — the four-block template + three guardrails + where the recovered time should go
- Content production at scale — the brand voice anchor + four brand risks + the three-stage pipeline
- Personalization that works — three tiers + the creepy line you don't cross + relevant beats clever
- Sales call AI — four extractions per call + the three-stage coaching loop + the privacy posture customers expect
- Your 2-quarter portfolio on one page — three plays sequenced + four KPIs + four week-one conversations
Who this is for
Chief revenue officers, chief marketing officers, sales ops, demand gen, marketing ops, and revenue operations leaders. Especially useful for teams already on Salesforce, HubSpot, or Microsoft Sales Copilot who want to move from "we have AI" to measurable productivity gains — without the brand events that mark teams who chased the vendor demo.
Curriculum
8 chapters · 2 hands-on exercises · capstone challenge
Each chapter ends with the learning objectives ticked off. Quizzes are auto-graded with feedback; exercises are open-ended and produce artifacts you can take to your team.
1. The revenue-AI fit map
- Name the six revenue AI plays that ship value + the three that disappoint
- Apply the principle — AI augments judgment, never replaces it — to every vendor pitch
2. AI in prospecting
- Deploy three useful uses: ICP refinement, pre-meeting research, signal-based triggers
- Avoid the AI-spam trap with the disciplined three-component workflow
3. Lead scoring with AI
- Combine ML predictive scoring with LLM behavioural signal extraction
- Pass the six-check CRM data quality gate before any deployment
4. Proposal generation
- Run the four-block template with three guardrails — CRM grounding, claim register, legal-review gate
- Reinvest the recovered time into discovery, expansion, and coaching — not into admin
5. Content production — at scale, on brand
- Stand up the brand voice anchor — style guide as system prompt, two human edits, quarterly fingerprint audit
- Build the three-stage pipeline that catches all four brand risks pre-publication
6. Personalization that works
- Choose the right personalization tier per channel — light, middle, or deep
- Hold the creepy line on inferred personal life, broker-sourced internal signals, and protected attributes
7. Sales call AI — transcripts to action
- Configure four extractions per call and aggregate them into the strategic signal
- Run the three-stage coaching loop that drops new-rep ramp time 30–50%
Capstone: Capstone — Your 2-quarter sales AI portfolio
- Collapse the course into a three-play, two-quarter portfolio with sequencing discipline
- Schedule four week-one conversations: executive sponsor, rev ops, legal/infosec, two pilot reps
Capstone deliverable: Every learner who completes this course produces «Your 2-Quarter Sales AI Portfolio» — a tangible artifact you take back to your organization.
Interactive Course · Free
Full web-rendered experience available now.
All 8 chapters live with interactive slides, audio narration, mock-exam practice, and cross-device progress tracking. The first two chapters are accessible without an account.
References & sources
Built on cited sources — not vibes.
Every course is researched fresh against vendor documentation, regulatory sources, and peer-reviewed work. Sources used in this course:
Microsoft Sales Copilot — Documentation
Microsoft Learn · Source link
State of Sales — Salesforce Research
Salesforce · Source link
HubSpot State of AI in Marketing
HubSpot Research · Source link
OWASP Top 10 for LLM Applications
OWASP Foundation · Source link
Course details
Track
By Function
Level
Intermediate
Audience
Director, Manager, Individual contributor
Function
Sales & Marketing
Industry
Cross-Industry
Stack
Microsoft, Stack-agnostic
Paired Gennoor Way phase
train, innovate, sustain
Format
interactive, video, reading
You finished the course. Now what?
From course to outcome.
Reading this course is step one. The next step is applying it where you work. Here's how Gennoor helps — without the deck, without the pitch.
Run this for your team
A 2-day workshop or virtual cohort for up to 25 of your people, with exercises run on your data and a 30-day adoption plan.
From $5k · 2 weeks · function-specific
Apply this to your data
A 4–6 week pilot that takes what you learned and ships a working system inside your environment. Fixed scope, fixed price, code transferred day one.
From $25k · 6 weeks · production-grade
Just want to talk?
Free 30-minute call. No deck, no pitch. We listen to your situation and tell you honestly what makes sense — even if it isn't us.
Free · no commitment · 30 minutes
Or just keep learning. We recommend next:
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