Creating a Sales Playbook with Generative Al
Training Express Ltd
Updated 2025 | 100 Modules Instructor Lead Video Classes | FREE CPD Certificate | 10 CPD Points | Lifetime Access
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Description
The course begins by introducing the idea of a sales playbook and its importance in achieving business goals. It compares traditional and AI-driven methods, highlighting how Generative AI can improve content creation, forecasting, lead management, and customer interaction. The course explains how AI personalizes content, tracks performance, and supports sales success. Learners examine forecasting tools, lead nurturing, content automation, territory planning, and customer journey mapping—all powered by AI. It includes real case studies and success stories that show how AI tools help businesses improve engagement, pricing strategies, and competitive analysis. The course ends with reflections, key takeaways, and emerging trends in AI.
In the early sections, learners gain a strong understanding of what a sales playbook is, why it matters, and how AI can enhance it. They explore the shift from traditional methods to AI-powered strategies and examine real-life examples of successful playbook designs.
In the Generative AI section, learners explore how AI supports content creation and personalization. They learn the challenges of using AI and how to control quality. Through case studies, they discover how AI can automate processes and deliver valuable content at scale.
In the goal and measurement section, learners define KPIs, align objectives with business goals, and explore ways to evaluate success using AI-driven metrics. They also learn how to use data sources for analysis and how to structure scalable and adaptable playbooks.
In the sales forecasting and lead management sections, learners understand how AI helps in predicting trends, scoring leads, automating nurturing, and increasing conversions using AI insights and predictive analytics.
In the customer experience section, learners explore journey mapping, customer segmentation, and personalization using AI. They learn to forecast customer needs and behavior to deliver better experiences and increase loyalty.
In the competitive intelligence and pricing sections, learners examine how AI can help analyze competitors and adjust pricing strategies using dynamic models and real-time insights.
In the performance and optimization sections, learners study how to track success, identify training needs, and improve team productivity. They learn about A/B testing and iterative improvements powered by AI insights.
The course closes with insights into emerging AI trends and ideas for continuous learning and adapting AI-enhanced playbooks.
Who is this course for?
- Sales team members wanting to explore Generative AI tools
- Managers looking to improve sales forecasting accuracy
- Marketers interested in AI-driven customer insights
- Business owners wanting smarter sales strategies
- Analysts exploring AI in sales content planning
Career path
- Sales Strategy Analyst
- AI Sales Forecasting Specialist
- Lead Management Assistant
- Customer Journey Mapping Coordinator
- Territory Optimization Analyst
- Sales Content Automation Specialist
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This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.