WBF Academy
AI for Sales

AI for Sales

Beginner

Sell more with AI as your co-pilot. This beginner course shows sales reps, SDRs, and founders how to use AI tools to do the slow parts of selling in seconds: research a prospect and their company, write personalized outreach that gets replies, build follow-up email sequences, turn messy call recordings into clean summaries and next steps, and automate the busywork of keeping your CRM up to date. No technical background needed — just bring your pipeline. By the end you have a repeatable, AI-powered workflow that frees you to spend more time actually talking to buyers.

📋 5 tracks ❓ 250 questions 💡 20 tips 🎬 10 videos ⏱ ~5h
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Videos

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Tracks

Great selling starts with great research — and AI makes it fast. Learn to brief an AI assistant on a prospect and their company, pull signal from public sources (websites, LinkedIn, news, filings), and turn it into a tight pre-call profile: who they are, what they care about, likely pain points, and a hook to open with. Learn to prompt for accuracy, spot and avoid hallucinated facts, and qualify a lead in minutes instead of an hour. By the end you walk into every conversation prepared.

Generic outreach gets ignored. Learn to use AI to write first-touch messages that feel one-to-one: connect a real trigger or pain point to your value, match the tone of the channel (cold email, LinkedIn, follow-up), and keep it short and human. Master prompts that personalize at scale without sounding like a robot, A/B test subject lines and openers, and avoid the spammy patterns that kill reply rates. By the end you can produce a personalized, on-brand message for any prospect in under a minute.

Most deals are won in the follow-up. Learn to design multi-touch email sequences with AI: map the steps and timing, vary the angle of each touch (value, social proof, urgency, breakup), and keep a consistent voice across the whole cadence. Use AI to draft a full sequence from one brief, adapt it per persona, and write replies to objections fast. Understand deliverability basics and when to stop. By the end you have always-on follow-up that moves deals forward instead of going cold.

Stop losing details after every call. Learn to turn recordings and transcripts into structured output with AI: a crisp summary, the buyer's pain points and objections, who does what by when, and a follow-up email drafted on the spot. Learn to prompt for the fields your team actually needs, extract action items reliably, and capture deal risks while they are fresh. Handle privacy and consent the right way. By the end no insight slips through the cracks and your post-call admin takes minutes, not hours.

A clean CRM is a sales superpower — and the worst chore. Learn to use AI to keep it that way: auto-draft the contact and deal updates from your notes, enrich records, summarize a deal's history on demand, and flag stale opportunities that need a nudge. See how AI connects to your CRM through assistants and simple automations, where to keep a human in the loop, and how to trust the data. No coding required. By the end the admin runs itself and your pipeline reflects reality, so you can focus on selling.

Certification Exam

🏆

Certification Exam

AI for Sales

30
Questions
45m
Time Limit
% 70%
To Pass

All tracks · No time pressure to start

🏆

Certification Exam

AI for Sales

#

30 Questions

All difficulty levels

45 Minutes

Auto-submits when time expires

%

70% to Pass

Earn your certification badge

No Going Back

Once you answer, you move forward

Tips

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