AI for Sales & Marketing
No vendor-pitch hype. Six revenue AI plays that consistently ship value sequenced over two quarters — and three that consistently disappoint, named explicitly so the budget redirects. The disciplined prospecting workflow that doubles response rates against the AI-spam pattern collapsing the industry. Two-layer lead scoring (ML + LLM) with the six-check CRM data quality gate. Proposal generation with three guardrails (CRM grounding, claim register, legal-review gate). Content production at scale without flattening brand voice. Personalization tiers with the creepy line you don't cross. Call AI with four extractions and the coaching loop that drops new-rep ramp time 30–50%. And a one-page 2-quarter portfolio with the KPI scaffold your CFO will hold you to.
8
Chapters
~65 min
Duration
Intermediate
Level
No
Certification
Course Content
The revenue-AI fit map
Six revenue AI plays that consistently ship · three that disappoint · the one principle that separates them — AI augments human judgment, never replaces it.
AI in prospecting
Three useful prospecting uses (ICP refinement · pre-meeting research · signal-based trigger detection) · the AI-spam math (2.5% → 0.4% in 4 months) · the disciplined workflow.
Lead scoring with AI
Two scoring layers (ML predictive + LLM signal extraction) · the six-check CRM data quality gate · three-band score-to-action split with the buried-pipeline band 3 most teams miss.
Proposal generation
The four-block proposal template · three guardrails (CRM grounding, claim register, legal-review gate) · where the recovered rep time should be reinvested.
Content production — at scale, on brand
The brand voice anchor (style guide as system prompt + two human edits + quarterly fingerprint audit) · four brand risks · the three-stage content pipeline.
Personalization that works
Three personalization tiers (light · middle · deep) · three creepy-line categories you don't reference · relevant beats clever as the principle for every outreach.
Sales call AI — transcripts to action
Four extractions from every call (next steps · objections · decision criteria · competitor mentions) · the three-stage coaching loop · the four-component privacy posture.
Capstone — Your 2-quarter sales AI portfolio
Three plays sequenced over two quarters · KPI scaffold (4 numbers, 2 cadences) · four conversations to schedule in week one.