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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

Summary

Price
£19 inc VAT
Study method
Online, On Demand
Duration
5.1 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Digital certificate - Free
  • Hard copy certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

Add to basket or enquire

Overview

This course, Creating a Sales Playbook with Generative AI, offers a complete guide for using artificial intelligence to improve sales planning, execution, and results. Learners will discover how traditional sales tools compare to AI-enhanced playbooks and how AI can automate, personalize, and scale content and strategies. Through real-life examples, case studies, and simple explanations, this course breaks down complex AI concepts into easy-to-understand lessons. It teaches how Generative AI can help forecast sales, manage leads, track performance, create dynamic pricing models, and personalize customer communication. Learners will explore how AI supports every stage of the sales journey—from planning to post-sale engagement.

This course also shows how to align playbook objectives with business goals and track KPIs with AI tools. It introduces forecasting, performance tracking, territory management, predictive analytics, and customer journey mapping—all improved using AI. By the end of the course, learners will understand how to use AI insights to boost sales, improve efficiency, and personalize customer experiences. This course is perfect for anyone in sales looking to understand the role of Generative AI and how to apply it in their strategy. It combines theory with real-world applications and success stories to show AI’s value in today’s competitive sales landscape.

Learning Outcomes

  • Define the role of a sales playbook with AI tools
  • Compare traditional vs. AI-enhanced sales strategies
  • Apply Generative AI to sales content creation
  • Track sales KPIs with AI-powered metrics
  • Automate lead nurturing using AI insights
  • Use AI for customer behavior prediction
  • Improve pricing strategies with AI analytics
  • Personalize content with Generative AI tools
  • Optimize territory planning through AI insights
  • Forecast sales trends using AI tools
  • Evaluate playbook performance using AI tracking
  • Implement A/B testing with Generative AI
  • Map customer journeys with AI-enhanced tools
  • Align playbook goals with business objectives
  • Analyze competitors using AI for better strategies

Key Features:

  • Accredited by CPD
  • Top-notch video lessons
  • Instant e-certificate
  • Entirely online, interactive course with audio voiceover
  • Self-paced learning and laptop, tablet, and smartphone-friendly
  • 24/7 Learning Assistance
  • Discounts on bulk purchases

Certificates

Digital certificate

Digital certificate - Included

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

1
section
100
lectures
5h 9m
total
    • 1: 1_Creating_a_Sales_Playbook_with_Generative_AI__Defi 02:43
    • 2: 2_Importance in Sales Strategies 02:43
    • 3: 3_Traditional vs. AI-enhanced Playbooks 03:14
    • 4: 4_Role of Playbooks in Sales Success 02:38
    • 5: 5_Real-Life Examples of Effective Playbooks 02:55
    • 6: 6_Understanding Generative AI 03:17
    • 7: 7_Applications in Sales and Customer Service 02:40
    • 8: 8_Benefits of Generative AI in Content Creation 02:59
    • 9: 9_Potential Challenges and Limitations 02:53
    • 10: 10_Case Studies on Generative AI Success 03:29
    • 11: 11_Aligning Playbook Objectives with Business Goals 03:20
    • 12: 12_Defining Key Performance Indicators (KPIs) 03:34
    • 13: 13_Establishing Metrics for Success Evaluation 03:07
    • 14: 14_Data Sources for AI-driven Analysis 04:57
    • 15: 15_Best Practices in Objective Setting 03:12
    • 16: 16_Structuring the Playbook for Sales Success 03:03
    • 17: 17_Tailoring Playbook Content to Team Needs 03:13
    • 18: 18_Personalization Strategies with Generative AI 02:52
    • 19: 19_Ensuring Scalability and Adaptability 03:02
    • 20: 20_Case Studies on Playbook Design 03:11
    • 21: 21_Role of Generative AI in Content Generation 03:02
    • 22: 22_Content Personalization with AI 02:49
    • 23: 23_Automating Content Creation Processes 03:23
    • 24: 24_Quality Control in AI-generated Content 03:32
    • 25: 25_Real Examples of AI-enhanced Content Creation 03:08
    • 26: 26_Forecasting Essentials in Sales 02:35
    • 27: 27_AI-powered Forecasting Techniques 02:47
    • 28: 28_Predictive Analytics in Sales Forecasting 02:54
    • 29: 29_Optimizing Sales Predictions with AI 03:35
    • 30: 30_Case Studies on AI-driven Forecasting 03:05
    • 31: 31_Understanding Lead Management in Sales 02:58
    • 32: 32_Lead Scoring and Prioritization with AI 03:14
    • 33: 33_Automating Lead Nurturing Processes 02:48
    • 34: 34_Improving Conversions with AI Insights 03:05
    • 35: 35_Real Examples of AI-enhanced Lead Management 03:12
    • 36: 36_Importance of Ongoing Training 03:05
    • 37: 37_Monitoring Playbook Effectiveness 01:28
    • 38: 38_AI for Performance Tracking and Evaluation 03:25
    • 39: 39_Identifying Training Needs with AI 03:10
    • 40: 40_Case Studies on Continuous Improvement 02:59
    • 41: 41_Iterative Optimization with AI 02:59
    • 42: 42_A_B Testing Playbook Components 03:14
    • 43: 43_Learning from AI-driven Insights 03:27
    • 44: 44_Implementing Changes for Higher Sales 03:19
    • 45: 45_Real-Life Success Stories in Playbook Optimization 02:32
    • 46: 46_Measuring Sales Success with AI 02:47
    • 47: 47_Quantifying AI Impact on Sales Performance 03:20
    • 48: 48_AI for Revenue Growth Strategies 03:13
    • 49: 49_Achieving Sales Targets with AI 03:06
    • 50: 50_Case Studies on AI-powered Sales Success 02:42
    • 51: 51_Personalization Fundamentals in Sales 03:11
    • 52: 52_AI-powered Customer Segmentation 03:06
    • 53: 53_Customizing Sales Approaches with AI 03:39
    • 54: 54_Delivering Tailored Experiences 03:14
    • 55: 55_Real-Life Examples of Personalization Strategies 03:40
    • 56: 56_Creating Customer Journey Maps 03:24
    • 57: 57_AI-enhanced Mapping Techniques 02:59
    • 58: 58_Predicting Customer Behavior with AI 02:53
    • 59: 59_Improving Customer Experience through Mapping 03:10
    • 60: 60_Case Studies on Successful Journey Mapping 03:14
    • 61: 61_Role of AI in Competitive Intelligence 03:16
    • 62: 62_Analyzing Competitor Strategies with AI 03:40
    • 63: 63_Predicting Market Trends with AI 03:14
    • 64: 64_Leveraging AI for Competitive Advantage 03:29
    • 65: 65_Real-Life Examples of AI in Competitive Analysis 02:44
    • 66: 66_Pricing Strategy Fundamentals 03:02
    • 67: 67_Dynamic Pricing with AI 02:32
    • 68: 68_AI-based Price Optimization 02:53
    • 69: 69_Competitive Pricing Analysis using AI 03:00
    • 70: 70_Case Studies on AI-driven Pricing Success 02:51
    • 71: 71_AI-driven Customer Engagement Techniques 03:20
    • 72: 72_Automation of Customer Interactions 02:53
    • 73: 73_Personalizing Customer Communication with AI 02:35
    • 74: 74_Increasing Customer Loyalty through AI 02:32
    • 75: 75_Real Examples of AI-enhanced Customer Engagement 02:49
    • 76: 76_Performance Management Basics 03:02
    • 77: 77_AI-powered Sales Performance Evaluation 03:24
    • 78: 78_Improving Sales Team Productivity with AI 03:12
    • 79: 79_Tracking Sales Metrics with AI 03:03
    • 80: 80_Case Studies on AI-enhanced Performance Management 02:45
    • 81: 81_Optimizing Sales Territories with AI 03:15
    • 82: 82_Balancing Workload and Sales Opportunities 03:22
    • 83: 83_AI-enhanced Territory Planning 03:11
    • 84: 84_Improving Sales Efficiency with AI Insights 03:18
    • 85: 85_Real-Life Examples of AI-driven Territory Management 02:45
    • 86: 86_Introduction to Predictive Analytics in Sales 03:24
    • 87: 87_AI for Customer Behavior Prediction 03:08
    • 88: 88_Forecasting Customer Needs with AI 02:43
    • 89: 89_Personalizing Customer Interactions 02:55
    • 90: 90_Case Studies in Predictive Analytics 03:20
    • 91: 91_AI and Marketing Synergy 03:13
    • 92: 92_Personalized Marketing Campaigns with AI 02:54
    • 93: 93_Lead Generation with AI Insights 02:42
    • 94: 94_Optimizing Marketing ROI with AI 02:53
    • 95: 95_Real Examples of Successful AI-driven Marketing 03:16
    • 96: 96_Key Takeaways from the Course 03:07
    • 97: 97_Reflections on AI-enhanced Sales Playbooks 03:24
    • 98: 98_Emerging Trends in Generative AI for Sales 03:14
    • 99: 99_Final Remarks and Continuous Learning Opportunities copy 03:01
    • 100: 100_Final Remarks and Continuous Learning Opportunities 03:01

Course media

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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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2025. All rights reserved.