Overview
Salespeople succeed by spending more time selling and less time on busywork - and AI makes that possible. This practical session shows you how to use AI tools like ChatGPT, Claude, Microsoft Copilot, Google Gemini, and others to research prospects, write outreach, handle follow-ups, and prep for calls in a fraction of the usual time.
You'll see real examples of drafting emails, personalizing messages at scale, answering objections, and turning notes into next steps. Whether you sell products, services, or ideas, you'll leave with practical AI techniques that help you connect with more prospects and close more deals. No coding or technical background required.
Areas Covered in the Session
- Where AI fits into the sales process, from prospecting to close
- A tour of the tools: ChatGPT, Claude, Copilot, Gemini, and others
- Researching prospects, companies, and industries fast
- Writing cold emails that get opened and answered
- Personalizing outreach at scale without sounding generic
- Crafting follow-up sequences and reminders
- Drafting LinkedIn messages and connection requests
- Preparing for sales calls and discovery meetings
- Building call scripts, talking points, and question lists
- Handling objections with prepared, confident responses
- Summarizing call notes into clear next steps
- Writing proposals, quotes, and follow-up recaps
- Creating sales one-pagers and pitch content
- Analyzing pipeline and sales data in spreadsheets
- Drafting responses to common customer questions
- Creating reusable templates for recurring sales tasks
- Prompting tips for accurate, sales-ready results
- Reviewing AI output for tone, accuracy, and professionalism
- Privacy and what not to share about customers
- A practical daily AI workflow for sales professionals
Who Will Benefit
- Business owners
- CEO’s / CFO’s / CTO’s
- Managers of all levels
- Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Self Employed
- HR
- Project Managers
- Office workers
Speaker Profile
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.