Home / Course catalog / AI and Automation for Sales Teams (MB01AIS)

AI

AI and Automation for Sales Teams (MB01AIS)


Description

In today’s fast-paced sales environment, standing out and closing deals faster isn’t just about working harder—it’s about working smarter. 

At Mutherboard, we understand that sales teams and small businesses face unique challenges: juggling complex pipelines, managing multiple deals, and handling time-consuming administrative tasks that slow down your momentum. 


That’s why we’ve designed this course to help you master project management and workflow automation, explicitly tailored for sales success.


This isn’t just another generic sales training. It’s a hands-on, practical program that empowers you to harness the power of AI and automation tools to streamline your sales processes, reduce manual work, and accelerate deal closures. 


Whether you’re a sales rep, manager, or small business owner, this course will equip you with the skills and strategies to transform your sales pipeline into a well-oiled machine.


By the end of this course, you will:  

- Automate key sales workflows to save time and reduce errors  

- Manage complex sales projects with confidence and clarity  

- Use AI-powered insights to prioritise leads and close deals faster  

- Build a transparent, ethical sales process that earns customer trust  

- Scale your sales operations efficiently, even with limited resources  


Join us and take control of your sales pipeline like never before. Whether you’re aiming to boost revenue, improve team collaboration, or get more done in less time, this course is your roadmap to sales excellence powered by AI and automation.


Ready to transform your sales process? 

Enrol today and start working smarter with Mutherboard!

Disclaimer: 
The media presented is solely for training and education. Mentioned products or companies are shown as examples only and do not represent their actual products.

This content reflects the state of knowledge as of June 2025 and is subject to change.

Content
  • Navigating this Course
  • Module 1
  • AI Fundamentals for Sales
  • Module 1.2
  • Misconceptions About AI in Sales
  • Quiz: Misconceptions About AI in Sales
  • Recap: AI Introduction
  • Module 1.3
  • AI and Machine Learning concepts in Sales
  • How AI Supports Sales (End-to-End)
  • Quiz: How AI Supports Sales
  • Types of AI Tools in the Sales Process
  • Why Data Quality Matters
  • You + AI = Sales Power Team
  • Module 1.4
  • Essential AI Terms Reference Guide
  • Quiz: Understanding AI Tools in Sales
  • Module 1.5
  • Module 1: Final Test
  • Survey M1: AI Fundamentals for Sales
  • Conclusion
  • Assignment: Try an AI Tool 
  • Module 2
  • Lead generation, Initial outreach, Qualification
  • Module 2.2
  • AI-Powered Lead Scoring & Ideal Customer Profiles (ICPs)
  • Case Study: AI-Powered Lead Scoring & Ideal Customer Profiles (ICPs)
  • Quick Check Quiz: 2.2
  • How AI Analyses Data to Identify High-Potential Leads
  • How AI Analyses Data to Identify High-Potential Leads
  • Reduce Prospecting Time with AI-Powered Research Tools
  • Prospecting assisted by AI-Powered Tools
  • Prospecting assited by AI-Powered Tools
  • Conclusion: Prospecting & Lead Generation
  • 2.2 Conclusion Quiz: AI-Powered Lead Scoring & Ideal Customer Profiles
  • Module 2.3
  • Initial Outreach & Lead Qualification
  • Conversational AI for Qualification
  • Conversational AI Apps for Lead Qualification
  • Assignment: Build Your Qualification Chatbot
  • Leveraging AI to Monitor Buyer Intent
  • Case Studies: Leveraging AI to Monitor Buyer Intent
  • AI Apps for Monitoring Buyer Intent
  • Using AI to Personalise Outreach
  • Case Studies: Case Studies: Improve Email engagement with AI
  • AI Apps for Personalising outreach
  • Quick Check Quiz 2.3
  • Generate dynamic messaging based on industry, persona, or activity
  • Case Studies: Case Studies: Generate dynamic messaging
  • How to Generate Dynamic Messaging: Step-by-Step
  • AI Apps for dynamic Messaging
  • Conclusion: Initial Outreach & Lead Qualification
  • 2.3 Conclusion Quiz: Initial Outreach & Lead Qualification
  • Module 2.4
  • When and where to use AI bots vs. live reps in the lead funnel
  • Assignment: Automating Processes
  • Integrations with CRMs and Lead Scoring to Pass Qualified Leads Instantly
  • Case Studies: Increase Conversion with AI Lead Scoring
  • Shorten Sales Cycle with AI Lead Scoring
  • Case Study: Boosts Lead Quality
  • AI lead scoring: Step-by-Step
  • Automating Lead List Generation and Enrichment
  • Case Studies: Lead List Generation and Enrichment
  • Automating Lead List Generation and Enrichment: Step-by-Step
  • Hands-On Activity: Building a targeted lead list
  • Chatbots & voice bots powered by AI
  • Case Studies: Chatbots and Voice Bots
  • How to Implement AI Chatbots and Voice Bots for Lead Qualification: Step-by-Step
  • Quick Check Quiz 2.4
  • Survey M2: Lead Generation, Initial Outreach & Qualification
  • Conclusion: Chatbots & Voicebots powered by AI
  • Module 2 — Final Assessment
  • Module 3
  • Needs Discovery, Negotiation, Closing deals
  • Module 3.2
  • Sales Presentations & Needs Discovery
  • Quick Check Quiz 3.2
  • How AI can transform your needs discovery and presentations
  • 3.2 Conclusion Quiz: Sales Presentations & Needs Discovery
  • Module 3.3
  • Proposals & Negotiation
  • Practical Applications of AI in Proposals and Negotiations
  • Quick Check Quiz 3.3
  • Conclusion: Proposals & Negotiation
  • Module 3.4
  • Closing Deals
  • Practical Applications of AI in Closing Deals
  • Case Study: Document Workflow Automation
  • Quick Check Quiz 3.4
  • Survey M3: Needs Discovery, Negotiation & Closing Deal
  • Conclusion: Closing Deals
  • Module 3 — Final Assessment
  • Module 4
  • AI for Handover, Onboarding, Upselling, Retention
  • Module 4.1
  • Post-Sale Handoff & Onboarding
  • Case Studies: Post Sale Handoff & Onboarding
  • Software Review: Monday.com & Fireflies
  • AI for Client Welcome Videos
  • Smart Handoff Templates & Forms
  • Conclusion: Post-Sale Handoff & Onboarding
  • Learning Activity: Monday.com and Supporting Tools
  • 4.1 Conclusion Quiz: Post-Sale Handoff & Onboarding
  • Module 4.2
  • Account Management & Upsell
  • AI-Powered Health Scores
  • Case Studies: AI-Powered Health Scores
  • Sentiment Analysis on Support & Engagement
  • Case Studies: Sentiment Analysis on Support & Engagement
  • Upsell/Cross-Sell Opportunity Mining
  • Case Study 1: Upsell/Cross-Sell Opportunity Mining
  • Proactive Renewal Alerts
  • Case Studies: Proactive Renewal Alerts
  • Conclusion: Account Management & Upsell and AI Tools
  • 4.2 Conclusion Quiz: Account Management & Upsell
  • Module 4.3
  • Identify and mitigate sales risks
  • Deal Slippage Detection
  • Case Studies: Deal Slippage Detection
  • Buyer Sentiment & Objection Tracking
  • Case Studies: AI Tools for Buyer Sentiment & Objection Tracking
  • Pipeline Health Monitoring
  • Case Study: Pipeline Health Monitoring and Forecasting
  • Quick Check Quiz: 4.3
  • Compliance & Risk Flagging
  • Case Study: Compliance AI Tools
  • Proactive Intervention Suggestions
  • Survey M4: Handover, Onboarding, Upselling & Retention
  • Conclusion: Identify and mitigate sales risks
  •  Module 4 — Final Assessment
  • Module 5
  • Ethical Considerations in AI for Sales
  • Module 5.1
  • What Is Data Privacy in the Context of AI?
  • Core Concepts: AI Data Privacy
  • Best Practices for Compliance
  • Quick Check Quiz: 5.1
  • Module 5.2
  • Avoiding bias in AI-driven sales processes
  • Case Studies and Examples: Bias in Sales AI
  • Quick Check Quiz: 5.2
  • Module 5.3
  • Ensuring transparency and fairness in AI applications
  • Disclosing the Use of AI to Prospects
  • Why Disclosure Matters
  • Best Practices for AI Disclosure
  • Ensuring Fairness in Communication
  • Key Tips for Ensuring Fairness in AI-Enhanced Communication
  • Choosing Ethical AI Tools
  • Key Tips for Choosing Ethical AI Tools
  • Quick Check Quiz: 5.3
  • Conclusion: Ethical Considerations in AI for Sales
  • Survey M5: Sales Risks & Ethical AI
  •  Module 5 — Final Assessment
  • Module 6
  • PM for Sales Introduction
  • 6.1
  • Automating Sales Workflows in monday.com
  • Improving Sales Efficiency CRM
  • Case Study: London Luton Airport
  • Learning Activity: Workflow Automation Cards
  • Survey M6: Automating Sales Workflows with monday.com
  • Module 6 — Final Assessment 
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever