AI-Powered Prospecting and Proposals

This unit prepares students to harness AI tools for targeted prospecting, personalized outreach, and faster proposal and contract workflows while preserving human judgment. Lessons cover competitive analysis, ICP definition, CRM transformation, prompt engineering, case studies/social proof, and ethical/trust considerations to ready learners for real-world AI-enabled sales practice.

Learning Objectives

• Analyze customer data, competitive research, and defined ICP profiles to prioritize leads and tailor AI-informed outreach strategies.
• Apply AI-assisted tools and CRM integrations to generate proposal drafts, extract contract key terms, and maintain unified opportunity intelligence in simulated sales workflows.
• Demonstrate prompt engineering and editing techniques to produce personalized case studies, social proof, and messaging that align with a salesperson’s voice and improve engagement metrics.
• Evaluate ethical, trust, and human-centered considerations (including AI adoption, the Turing Test, and human intention) to design a balanced sales workflow that integrates automation with relationship-building.