AI for sales and marketing

Prospect research, outreach, proposals and content with AI, written in your company's voice and reviewed by a person before any of it goes out.

Course outline

  1. 1Researching a prospect
  2. 2Outreach people answer
  3. 3Proposals and quotes
  4. 4A month of content from one idea
  5. 5Reading the numbers

1:1, 2 hoursWorkshop, 4 or 8 hours

Who it is for.

Owners who do their own selling, sales leads and the one or two people who handle marketing. It suits businesses that sell to other businesses and those that sell to local customers, and it is taught by the people who run sales and marketing systems for our own customers.

Tools covered: ChatGPT, Claude, LinkedIn, Google Ads, Meta Ads, CRM software

What we cover.

  1. 1

    Researching a prospect

    A profile of a company and its decision-makers, built from public sources in a few minutes.

  2. 2

    Outreach people answer

    A short sequence that reads as if one person wrote it to another, personalised across a list. We also cover the sending volumes that get a domain flagged as spam.

  3. 3

    Proposals and quotes

    First drafts built from the proposals you have won before, with prices and scope kept under your control.

  4. 4

    A month of content from one idea

    Posts, an email and a short article from a single source piece, written in your voice.

  5. 5

    Reading the numbers

    Using AI to go through ad, website and sales reports and find which campaigns brought in work that paid.

What you can do afterwards.

  • Research a prospect and write a first message in one sitting.
  • Produce a month of marketing from one source piece.
  • Draft proposals from your own past wins.
  • Read a marketing report and say which spend to keep.

Ways to book it.

1:1 coaching

2 hours, online

$399 CAD

One person

You bring the tasks you want help with, and we work through them together in your accounts. The session is planned from a short questionnaire you fill in beforehand.

Half-day workshop

4 hours, online or on site

$999 CAD

Up to 12 people

A half day covers one course in depth for up to 12 people from one company. We agree the examples with you a week ahead, using your documents and software, and everyone does the exercises on tasks from their job.

Full-day workshop

8 hours, online or on site

$1,999 CAD

Up to 12 people

A full day covers two or three courses, or one course in the morning and an afternoon building it into your systems. We plan it with you a week ahead, the same way as a half day.

Custom AI customers

1 hour each quarter

Included

Your team

Every Custom AI customer gets a one-hour session for their team each quarter, planned around the tools they use day to day.

All prices are in Canadian dollars and exclude tax. Workshops at your office add travel at cost.

What people ask about this course.

It can, which is why the session spends as long on review and sending volumes as it does on writing.

We cover using AI to write ads and read their results. Building and running ad accounts takes more than one session, and our team does that work for customers as part of GTM Solutions.

A 2-hour 1:1 session is $399 CAD. A workshop for up to 12 people is $999 CAD for a half day of 4 hours, or $1,999 CAD for a full day of 8. All prices are plus tax, and a workshop at your office adds travel at cost.

1:1 sessions are online, on a video call. Team workshops run online or at your office anywhere in BC.

Book this course.

Tell us who the session is for and which tools they use, and we plan it around them.

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