Sales Automation with Claude: Build Custom AI Workflows
Discover how to leverage Claude to streamline prospect research, generate high-converting outreach, and build automated workflows that save time and close more deals.
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AI instructor
Ask about any lesson and get a clear answer instantly, anytime. -
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Start anytime
No schedules or deadlines โ learn at your own pace, whenever suits you. -
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In English
Lessons, tasks and certificate โ all fully in your language.
About this course
In today's fast-paced market, sales professionals who leverage artificial intelligence can research prospects, draft outreach, and manage pipelines in a fraction of the time. This text-based course guides you through using Claude to transform your daily sales routine from manual to automated. You will transition from basic AI queries to designing sophisticated sales workflows. By studying practical examples, you will learn how to draft highly personalized emails, organize sales assets, and connect AI tools with your existing sales stack.
What you'll learn:
- Understand the fundamentals of Claude and how generative AI applies to modern sales cycles
- Master prompt engineering techniques specifically tailored for customer research and competitive analysis
- Create reusable templates and sales assets using Claude's Artifacts feature
- Organize your pipeline intelligence, buyer personas, and collateral using Claude Projects
- Design automated sales workflows that integrate AI output with your daily communication tools
- Apply ethical AI practices to maintain authenticity and trust throughout the buyer journey
The course starts with essential AI terminology and foundational prompting techniques before moving into practical sales scenarios and workflow automation. You will read through step-by-step guides and analyze real-world prompt templates designed for immediate sales application. This course is designed for sales development representatives, account executives, and sales leaders who are new to AI and want practical, text-based instruction. No technical background or programming experience is required. Start reading today to build your custom AI sales assistant and accelerate your pipeline.
What you'll get
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Certificate of completion
Add it to your LinkedIn profile -
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Personal AI tutor
Stuck on a lesson? Ask your built-in tutor anything, any time. -
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Audio version included
Learn on the go โ no screen needed -
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Lifetime access
Come back anytime, no expiry -
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Phone or computer
Works anywhere, any device -
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14-day refund
No questions asked -
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Short & focused
2h 54m of practical content
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We donโt store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 14 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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