Claude AI for Sales
This training introduces students to the latest version of the Anthropic Claude AI suite of tools and agents for Sales Teams.
Description
Designed for Sales Teams, this course is a great course to enhance AI journey.
Our courses and training environments allow students to realize the value of AI without taking any unnecessary risks regarding security and data.
This course includes preloaded, preconfigured hands-on labs with guided exercises. The safest and easiest way for you to 'dip your toes in' and try out Claude in a real world sandbox environment.
What are Hands-on labs?
Hands-on Labs are a preconfigured, self-contained sandbox environments that can be used safely to practice on and make mistakes whilst at the same time understand the value Claude will bring to your work, life or business.
Not only that, they come with a selection of step-thru exercises that you can perform on the actual technology without the headache of setting up Claude or risking exposing your own data or systems.
Our preconfigured hands-on labs can be provisioned in seconds and then destroyed as soon as your done.
No risks.
A chance to try out Claude and start your AI journey.
Target Audience
Beginners, Business Owners and Founders curious about AI agents – no coding required and no risks taken.
We'll assume basic computer skills.
Course Outline
Module 1 - Setting Up Claude for Sales
Objectives:
- Create and verify a Claude account from scratch
- Navigate all major interface areas confidently
- Configure User Preferences and Memory for work
- Send professional prompts and use the follow-up technique
- Use Web Search to retrieve live premium trend data
- Configure Profile Preferences with TTS company, product, ICP, and sales tone
- Create two Styles: Sales — Outreach (external, human-sounding) and Sales — Internal (team comms)
- Build the ICP Reference File using individual Add-Content commands covering company profile, buyer personas, pain points, and disqualifiers
- Test the setup by uploading the ICP file and verifying Claude applies it automatically
Duration: 30 minutes.
Hands-On Lab: "Setting up Claude"
Module 2 - Account Research and Pre-Call Briefs
Objectives:
- Use web search to build a 6-section pre-call brief (Company Snapshot, Recent News, Insurance Risk Signals, Likely Pain Points, Stakeholder Intel, Smart Questions)
- Ask a sharpening follow-up to identify the single best opening hook for the call
- Build and save a reusable account research prompt template with a single placeholder
- Upload the renewal book CSV and run ICP-based qualification scoring across all clients
Duration: 60 minutes.
Hands-On Lab: "Using Claude for Sales Prep"
Module 3 - Personalised Outreach at Scale
Objectives:
- Write a cold email with three hook variations (project-specific, renewal date, web-searched market stat)
- Write three LinkedIn connection request messages including a mutual-connection placeholder version
- Build a 3-touch follow-up sequence with a human-sounding breakup email at touch 3
- Rewrite the core cold email for four industries (construction, hospitality, healthcare, professional services) side by side
Duration: 60 minutes.
Hands-On Lab: "Claude in the outreach process"
Module 4 - Discovery Call Preparation
Objectives:
- Build a 30-minute discovery call plan with objective, opening, 8 questions in priority order, hypothesis, and close
- Create a 3-stage question bank (discovery, qualification, closing) with good/red-flag answer notes per question
- Map the buying committee stakeholder roles with a 3-step engagement sequence
- Research direct insurer weaknesses with web search and build a competitive battle card
Duration: 60 minutes.
Hands-On Lab: "Using Claude to build a discovery plan and strategy"
Module 5 - Handling Objections with Claude
Objectives:
- Build an 8-objection library with underlying concerns and structured responses
- Deep-dive on the hardest objection ("happy with current broker") with 3 completely different response strategies
- Live role-play practice with Claude as a sceptical CFO — Claude coaches after every exchange
- Build a 4-strategy price objection framework (ROI reframe, comparison reframe, risk reframe, trial offer)
Duration: 60 minutes.
Hands-On Lab: "Claude can help to handle objections"
Module 6 - Post-Call Debrief and Follow-Up
Objectives:
- Build a realistic call notes file using individual Add-Content commands
- Generate the three standard post-call outputs from uploaded notes: action item checklist, internal Slack-style team message, customer follow-up email
- Score the deal against MEDDIC with Green/Amber/Red ratings and gap analysis
- Save a reusable post-call debrief template with a single placeholder for future calls
Duration: 60 minutes.
Hands-On Lab: "Debriefing with Claude"
Module 7 - Building a Deal Project in Claude
Objectives:
- Create the Harbour Built deal Project with instructions encoding stage, contacts, and goal
- Load the knowledge base with ICP reference, call notes, and competitive context
- Generate the promised benchmark review document and the email to send it with — directly from project context
- Test cross-conversation project memory by opening a second conversation and asking deal-specific objection prep
Duration: 60 minutes.
Hands-On Lab: "Create and plan a Sales Project with Claude"
Module 8 - Pipeline and Proposal Writing
Objectives:
- Run a 4-deal pipeline review scoring against BANT with risk flags and priority actions per deal
- Write a deal-specific proposal using discovery intel from the project knowledge base
- Stress-test the proposal — Claude finds 5 weaknesses and suggests specific improvements
- Tighten the executive summary to 3 sentences maximum
- Ask Claude to compile a personal sales prompt library covering all 8 modules as a permanent reference card
Duration: 60 minutes.
Hands-On Lab: "Writing sales proposals with Claude"
About our AI training courses...
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All of our courses can be attended as online live instructor-led classes, on-demand self-paced or organized as private training for you and your team.
All of our courses include:
✅ Expert instructors with subject matter expertise. All of our instructors have 'real world' knowledge in the subject they are teaching you in. We will know the answers to your questions.
✅ All of our courses come with hands-on labs self-contained environments. These allow you to 'get your hands dirty'.
✅ Our courses are designed with with real world scenarios, examples and exercises. You will learn best practice and expert tricks and tips to get ahead and become self-suffcient.
✅ So you can listen to the instructor and then try out what you've learnt ('learn by doing') with our hands-on labs!
✅ Because our training is inside our self-contained hands-on lab training environments, everything you do is safe and secure. You will not be using any of your own data and accounts (we use trial accounts and test accounts)
✅ You will have access to your expert trainer and our support helpdesk afterwards for any questions of issues.
✅ You will have access to your hands-on lab environment after the course have been completed so that you can finish off anything that your didn't finish in class.
✅ Over the last 20 years, our courses and training have been attended by 1000's of students from all over over the world. We create courses for Microsoft, Skillsoft and other learning partners worldwide.
Need more than just training?
There are significant risks if AI is not implemented properly in your business.
These risks can be significantly mitigated by attending one of our courses, raising awareness and making the right decisions from the beginning.
If you need further help consider our private 'one-on-one' engagements where we help you discover, setup and train your team.
The risks:
✅ Uncontrolled AI agents and automation leading to errors or unintended outcomes
✅ Security vulnerabilities from improper tool permissions or data access
✅ Lack of governance resulting in inconsistent or non-compliant behaviour
✅ Poor adoption due to inadequate training and change management
✅ Integration failures or scope creep without a clear strategy
✅ Improper AI tech solution selection from lack of awareness in the due-diligence phase
How we can help:
✅ Comprehensive discovery and strategic roadmap to align AI with your business goals
✅ Robust security framework with strict tool permissions, data controls, and audit logging
✅ Enterprise-grade governance and guard rails to ensure safe, reliable agent behaviour
✅ Tailored training and adoption programs so your team confidently uses and manages agents
✅ Ongoing support and monitoring to maintain performance, compliance, and value realisation
Contact us for more options and to book in for a free one-on-one consultation.