AI for Sales Proposals & Decks | UpskAill

Course Details

• 2-Hour Course:
1x sessions of 2 hr each
• About course:

Streamline proposal and presentation creation with AI tools that help you write persuasive proposals and design professional client decks quickly. This course teaches you how to use AI to structure content, align with client objectives, and ensure visual and message consistency — all while reducing turnaround time for client submissions.

Part 1: Introduction (~15 mins)

  • Identify challenges of lengthy and slow proposal creation
  • Understand AI’s role as a co-writer and slide designer

Part 2: Live Demo | AI in Action (~30 mins)

  • Generate complete proposal drafts with AI assistance
  • Create customized slide decks tailored to clients
  • Adapt proposals quickly for diverse client needs

Part 3: Guided Practice (~30 mins)

  • Draft a proposal section collaboratively with AI
  • Develop a mini slide deck for client presentation
  • Engage in peer review to refine outputs

Part 4: Advanced Techniques (~25 mins)

  • Integrate AI with Canva, Gamma, and PowerPoint Copilot
  • Reuse and adapt templates for faster deal cycles
  • Ensure proposals are compliant and factually accurate

Part 5: Wrap Up (~20 mins)

  • Finalize your AI Proposal Workflow
  • Participate in Q&A and access supplementary resources
  • Save time drafting proposals: Automate the first draft and focus on personalization.
  • Improve persuasiveness of decks: Use AI to craft narratives that connect with client needs.
  • Ensure professional consistency: Maintain tone, branding, and structure across all proposals.
Who should attend ?
  • Sales teams and consultants who regularly prepare client proposals and pitch decks.
  • Freelancers and business owners who need to communicate value quickly and clearly.
  • Account executives and pre-sales professionals seeking faster and more compelling client presentations.
Post training resource
    • Proposal prompt pack
    • Deck template
    • Workshop Recording (perpetual access)
    • Training Slide decks (PDF)
    • Certification of Completion
    • LinkedIn Badge
Participant Requirement
    • Must join from laptop, desktop or tablet.
    • Zoom app and Chrome / Safari / Edge should be installed.
    • We’ll demo with tools like ChatGPT, Gemini, Copilot and more. Free/trial accounts work fine (with some limits); Pro versions add extras but aren’t required.

    Workflow First

    • Built around frameworks you can apply immediately.

    Hands-On Practice

    • Live exercises so you leave with usable skills.

    AI in Practice

    • Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.

    Resources That Last

    • Prompts, templates, and recordings to keep applying what you learn.

Walter is a seasoned technology expert with over 30 years of experience across the Audio Visual, IT, and Videoconferencing industries. His career spans technical sales, system design, project management, and hands-on training — making him a trusted advisor and forward-thinking innovator.

 

Over the years, Walter has delivered extensive training, from supplier education and product launches to advanced tech solutions. Today, he co-leads an online, instructor-led AI training and consulting company with his wife, Clare, combining their expertise to upskill individuals and businesses across the globe. Together, they’ve facilitated live training on a wide range of powerful AI tools and platforms, including:

  • ChatGPT, Google Gemini, Microsoft Copilot
  • NotebookLM, ElevenLabs, Heygen, Synthesia, Gamma.app
  • Canva (latest AI version), SEO, Digital Marketing, Google Analytics GA4
  • Social Selling, AI-driven Automation, AI-Productivity, Ethics and more

 

Walter’s tech fluency extends across IT Managed Services, network infrastructure, and generative AI integrations. He’s proficient in Microsoft Server, Azure, Office 365, Salesforce, Zoho Suite, Make.com, and numerous no-code/low-code platforms.

 

When he’s not training or developing cutting-edge AI courses, Walter can be found mountain biking, playing pool, or exploring the latest in AI, IoT, and automation.

Clare is an accomplished marketing and operations expert with over 20 years of experience spanning digital strategy, brand building, and client engagement. She has worked across industries including digital media, technology and alternative Energy— delivering impactful marketing campaigns and managing large-scale client relationships.

 

Currently co-leading an instructor-led AI training and consulting business with her husband, Walter, Clare is at the forefront of merging AI with strategic marketing. She’s also, reinforcing her commitment to innovation and continuous growth studying cutting edge AI Technologies.

 

Clare’s expertise includes AI-driven marketing, CRM systems, digital content strategy, automation, and internal team training. She has trained and consulted teams on leveraging generative AI tools like ChatGPT, Gemini, Claude, Copilot, and Canva’s latest AI suite — helping businesses use these tools to streamline communication, enhance brand voice, and drive engagement.

 

Her dynamic experience includes successful implementations in branding, SEO, website optimization, digital campaigns, and leadership across various operations. Clare’s approach blends creativity with data, resulting in persuasive, results-driven strategies that elevate business outcomes.

 

Outside of her AI and marketing pursuits, Clare enjoys movies, music festivals, and family time. She thrives in fast-paced, innovative environments and brings a collaborative spirit to every project she takes on.

At UpskAill, we want to make sure your learning never gets disrupted. Each course is assigned a Lead Trainer, who normally delivers all the sessions, and a Backup Trainer, who is equally qualified and fully prepared to step in if the Lead Trainer is unavailable due to an emergency (such as a personal matter, power outage, or connectivity issue). In the rare case that both trainers are unavailable on the same day, the session will be rescheduled to a new date. This system ensures that your training continues smoothly and you always receive the full value of your course.

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Sales & Growth
$39.00 / $49.00
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