Meetings and proposals

How to prepare sales meetings and proposals with AI?

  • ChatGPT
  • Claude
  • Microsoft Copilot

1960 € per session, excl. VAT

In short

This course is for sales representatives and account managers. They learn to use AI, including ChatGPT, Claude, or Copilot, to synthesize information, build targeted questions, and link needs to solutions. The deliverable is an account brief, an interview framework, and a proposal, enabling improved sales preparation.

Why this training?

The problem
Sales professionals and account managers struggle to quickly synthesize relevant information for their meetings and proposals.
What it costs today
Preparations are time-consuming, discussions sometimes lack depth, and proposals do not always precisely target client needs.
Why this skill
Leveraging tools like ChatGPT, Claude, or Copilot is now essential to optimize commercial preparation and build impactful sales arguments.
What you gain
The participant and the company develop enhanced preparation quality, more relevant exchanges, and more reliable commercial proposals.

Objectives of this training

  • Synthesize public information and authorized CRM data for better customer understanding.
  • Construct questions oriented towards challenges and value creation to guide discussions.
  • Connect expressed need, solution, proof, and next step in a coherent proposal.
  • Transform meeting notes into clear reports and CRM actions.
  • Prepare personalized follow-ups to maintain engagement.
  • Develop a personalized interview framework.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Sales Representatives for new client acquisition
  • Account Managers for existing account development
  • Sales Managers overseeing sales teams
  • Sales Professionals preparing commercial proposals
  • Consultants developing client pitches

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Knowledge of the company's sales cycle
  • Experience with the CRM tools used
  • Understanding of current commercial priorities
  • Ability to identify relevant data for an opportunity
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • A computer per participant.
  • Verified access to selected AI tools (ChatGPT, Claude, Copilot).
  • A specific business case to work on, using fictitious or anonymized data.

What you will work on

  1. Prepare the account

    The participant is able to synthesize key client information and distinguish facts from hypotheses to verify.

  2. Improve discovery

    The participant acquires the ability to formulate questions that identify challenges and value for the prospect.

  3. Build a proposal

    The participant knows how to articulate the client's need with the proposed solution, proof of value, and next steps.

  4. Organize follow-up

    The participant masters the conversion of notes into concrete actions and the preparation of relevant follow-ups.

What you take away

  • A detailed account brief
  • A personalized interview framework
  • A structured and well-argued commercial proposal
  • A validated follow-up sequence with prepared reminders
  • Practical support materials and completed templates

Method and assessment

  • Demonstrations with explanations using a concrete case
  • Guided exercises followed by application to your role
  • Peer review of results and source verification
  • An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (An account brief, a conversation guide, a proposal and a follow-up sequence for review). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What will be the concrete benefit for my team after this training?

Your team will develop faster and more in-depth preparations for client meetings. They will construct better targeted and more convincing commercial proposals, enhancing the effectiveness of your sales actions.

Who should participate in this session and what should be known beforehand?

Sales representatives, account managers, and sales managers are ideal participants. Knowledge of the company's sales cycle and the CRM tools used is necessary before the session.

What data or documents will we use and how do we protect sensitive information?

We will work with fictitious or anonymized data for the exercises. If real data is used, it is imperative that it is authorized and complies with internal information protection policies.

What type of exercise will be carried out on my business case?

Participants will work on a concrete business case, brought by themselves, to apply AI techniques. They will develop an account brief, an interview framework, and a personalized commercial proposal based on this case.

What are the limitations of AI tools and how do I validate the results obtained?

AI tools are powerful assistants, but their results always require human validation. The salesperson's expertise remains essential to interpret, adapt, and approve the generated content.

How does this session specifically adapt to my industry or my organization's cases?

The training is designed to be directly applicable to the business cases brought by participants. Practical exercises are conducted using these concrete situations, allowing for full customization and immediate relevance to your organization.

Last updated: