Generative AI for B2B sales

Before automating a task, define the result you need and the evidence that would make it trustworthy. In this course, the goal is: Build a repeatable, reviewable AI-assisted sales workflow for one real account. AI can accelerate a draft, comparison, or exploration, but it does not know your policies, full context, or the cost of being wrong. Begin with a low-risk case and keep the earlier version so you can compare, explain, and reverse the decision.

1. Define the deliverable and an observable quality criterion: Research accounts with traceable sources.
2. Set context, allowed data, and human review before generating: Draft relevant outreach without fabricated personalization.
3. Check the output and document the final decision: Prepare discovery questions and useful follow-up faster.