AI Workshop for
Sales Kickoff
2 × 90 min | Platform: ChatGPT Teams | Based on 17 survey responses
#1
Pain: pre-trip research
12 of 17 already use AI regularly; 4 are power users (20+/month). The gap is between casual use and effective use. Top time sinks: pre-trip research, territory planning, lead gen, post-meeting workflows.
Chatbot vs. Assistant vs. Agent — the evolution and where sales fits in 2026. Key industry stats. Your new role: directing AI, validating output.
Pattern recognition + text generation. What AI can and can't do. Hallucinations, failure modes. The golden rule: good input = good output.
How ChatGPT memory works. Setting custom instructions for your role, territory, and context. Persistent personalization vs. one-off chats.
Context, Role, Intent, Specifics, Product. Live upgrade of real survey prompts. Hands-on: each person writes 2-3 prompts for their territory.
Google NotebookLM as a dedicated research tool. Upload market reports, competitor docs, RFPs — get grounded, source-cited answers. When to use NotebookLM vs. ChatGPT. Live demo with a real research scenario.
What Custom GPTs are: persistent instructions, knowledge files, reusable agents. Projects: shared team workspaces with memory. Live demo: one-off chat vs. Custom GPT — speed and consistency.
Each person builds one Custom GPT for their biggest pain point. Options: Territory Scout, Partner Evaluator, Deal Accelerator, Lead Gen Scanner, Competitive Brief Builder. Guided templates provided. Beginners paired with power users.
Introduction to working in agentic flows via ChatGPT. How agents chain multiple steps autonomously: research, analyze, decide, act. From single prompts to automated multi-step workflows.
Volunteers demo their Custom GPTs. All agents shared in team workspace. 30-day challenge: use your agent on your next real task.
Pre-session
Custom GPT builder templates, quick-reference guide for ChatGPT Teams features
During
3 hours facilitated on ChatGPT Teams. All exercises use participants' real territories and deals
Post-session
Cheat sheet with relevant exercises and prompts for continued practice