Sales teams: prepare meetings and follow up with AI training

Practise meeting preparation, tailored sales messaging and follow-up using verified information.

On request

Half-day (3.5 hours)

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Formats that work for your teams

A half-day to explore

Explore a use case, practise on a concrete task and leave with a reusable method.

A day to practise

Explore a tool or workflow through guided exercises, verification and a practical output.

Support to implement

Scope your project, prepare a pilot and organise knowledge transfer. Deployment and follow-up are agreed as a separate scope.

Group training, preferably in person or delivered remotely. Programme, tool access and arrangements agreed in advance. Pricing on request.

Qualiopi certification. Funding may be available depending on your circumstances, the applicable scheme and approval by the funding body.

Discuss your training needs

About this training

Practise meeting preparation, tailored sales messaging and follow-up using verified information. Group workshop, preferably in person or delivered remotely. The programme is adapted to participants’ experience and available tools. A full-day extension can be agreed through a tailored quote.

Your practical output

An account brief, a proposal outline and a follow-up plan.

Learning objectives

  • Prepare an evidence-based meeting brief
  • Adapt messaging to the customer context
  • Organise follow-up actions

Training program

Scope and prepare

Duration: 1 hours

  • Identify useful account information
  • Check sources and prepare a brief

Practise on a concrete case

Duration: 1.5 hours

  • Adapt messaging and discovery questions
  • Draft a proposal for review

Verify and transfer

Duration: 1 hours

  • Extract actions from meeting notes
  • Prepare follow-ups and approval steps

Prerequisites

  • Experience in sales or account management
  • Shareable sample documents and an approved AI tool
Request a quote for this course
Sales teams: prepare meetings and follow up with AI training | LevelUp Academy