Course Details
Learn to maintain consistent engagement throughout your sales pipeline using AI to automate reminders, personalize follow-ups, and track buyer interactions. This course helps you design workflows that reduce manual effort while ensuring every lead receives timely, relevant communication to increase conversion potential.
Part 1: Introduction (~15 mins)
- Understand why many follow-ups fail to convert
- See how AI acts as both reminder and writer
Part 2: Live Demo | AI in Action (~30 mins)
- Auto-draft professional follow-up emails with AI
- Schedule reminders and automate touchpoints
- Use AI to design effective nurturing sequences
Part 3: Guided Practice (~30 mins)
- Create three follow-up variations for different scenarios
- Build and test follow-up sequences collaboratively
- Refine drafts through group discussion and feedback
Part 4: Advanced Techniques (~25 mins)
- Leverage CRM automation for scalable follow-ups
- Design multi-channel strategies (email, chat, LinkedIn)
- Adapt tone and style for different buyer stages
Part 5: Wrap Up (~20 mins)
- Create and document your AI Follow-Up Workflow
- Conclude with resource pack and open Q&A
- Automate follow-up reminders: Use AI to schedule and prioritize timely interactions.
- Draft personalized check-ins: Create messages that adapt to different buyer stages.
- Keep pipeline warm with less effort: Stay consistent in nurturing without manual tracking.
Who should attend ?
- Sales reps and account managers responsible for pipeline maintenance and conversions.
- Business owners and entrepreneurs managing customer relationships independently.
- Sales leaders and CRM users aiming to improve follow-up consistency and responsiveness.
Post training resource
- Follow-up prompt kit
- Sequence 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.
- Built around frameworks you can apply immediately.
- Live exercises so you leave with usable skills.
- Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.
- Prompts, templates, and recordings to keep applying what you learn.
Workflow First
Hands-On Practice
AI in Practice
Resources That Last
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.
