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Training
Course Information
Course Name
AI-SMCE: AI for Sales, Marketing & Customer Engagement
Duration
2 Days
Overview
Audience Profile
Prerequisities
At Course Completion
Course Outline
Overview
Overview
Overview
Audience Profile
Audience Profile
- Management teams, sales & marketing professionals, customer engagement teams, and business users with basic computer skills and no coding knowledge.
Prerequisities
Prerequisites
At Course Completion
At Course Completion
By the end of the 2 days, participants will be able to:
- understand how AI and large language models (LLMs) work in a sales and marketing context
- apply structured prompting techniques (RCCT, zero-shot, few-shot, iterative)
- generate high-converting marketing and sales content using AI
- personalize customer communication at scale
- design simple AI-powered workflows for sales and marketing
- automate repetitive tasks such as content creation and follow-ups
- analyze customer data and generate actionable insights
- understand AI limitations, risks, and governance best practices
- gain awareness of Agentic AI and its future impact on business workflows
Course Outline
Course Outline
Module 1: Understanding AI, LLM & How It Works
- What is AI vs Generative AI
- What is an LLM
- How LLM works (simplified)
- Strengths and limitations of AI (hallucination, bias, context)
- AI as assistant, not decision-maker
Module 2: RCCT Prompting Framework
- Why prompts fail
- Role, Context, Constraints, Task (RCCT)
- Structuring clear and effective prompts
- Controlling tone, audience, and format
- Comparing weak vs strong prompts
Module 3: Prompting Techniques
- Zero-shot prompting
- One-shot and few-shot prompting
- Question-based prompting
- Iterative prompting (refinement approach)
- Improving outputs step-by-step
Module 4: Advanced Prompting & Output Control
- Generating structured outputs (tables, lists, JSON)
- Prompt chaining for multi-step tasks
- Controlling brand voice and messaging
- Creating reusable prompt templates
- Image prompting (text-to-image generation for marketing & content)
Module 5: AI Automation Mindset
- AI as a productivity multiplier
- Identifying repetitive sales & marketing tasks
- Workflow thinking: Input → AI → Output
- Automation opportunities:
- Content generation
- Lead follow-ups
- Campaign planning
Module 6: Agentic AI & Business Use Case Identification
- What is Agentic AI
- Tool vs Assistant vs Agent
- Examples in sales & marketing:
- Automated campaigns
- Lead nurturing
- Identifying high-impact use cases
- Prioritizing opportunities across departments
Module 7: Marketing Content Creation
- Social media content generation
- Marketing emails and newsletters
- Ad copy and campaign messaging
- Content repurposing strategies
Module 8: High-Converting Copywriting
- AIDA (Attention, Interest, Desire, Action)
- PAS (Problem, Agitate, Solution)
- Writing persuasive and engaging content
- CTA optimization
- A/B testing variations
Module 9: Customer Segmentation & Personalization
- Creating customer personas using AI
- Segmenting audiences
- Personalized messaging strategies
- Scaling personalization
Module 10: Campaign Planning & Automation
- Campaign planning using AI
- Content calendar generation
- Multi-channel marketing strategy
- Automating campaign workflows
Module 11: Sales Communication & Lead Conversion
- Cold outreach emails
- Follow-up sequences
- Proposal and pitch generation
- Lead qualification and prioritization
- Handling objections with AI
Module 12: Customer Engagement, Insights & Workflow Design
- AI-powered customer support (chat, FAQ)
- Customer sentiment and behavior analysis
- Identifying churn risks
- Upsell and retention strategies
- End-to-end workflow:
- Lead → Nurture → Convert → Retain
- Human-in-the-loop validation
