AI FOR TEAMS
AI for Sales and Client Services
Equip your sales team with essential Gen-AI skills to reduce busy workloads and focus on what really drives results.
In just 2.5 hours, this workshop will enable your sales team to start utilising Generative AI for every day client management tasks. From prospecting to pitching, you’ll never work the same way again.
25 participants
2.5 hours
Virtual
AI Skills Training
Connect, Create and Close Sales
Led by expert facilitators, your sales team will work through a series of activities, getting their hands on keyboards and solving typical client challenges with the help of Generative AI.
Stronger Sales
Embed AI into complex workflows and pitches to unlock deeper insights, strengthen proposals and create value for clients.
Accelerate Daily Delivery
Learn practical AI applications that streamline everyday sales and service tasks, saving time on admin and freeing teams to focus on high-value work.
Keep Pace with Client Expectations
Learn how AI is reshaping what clients value, so your people can adapt, stay relevant and lead the conversation.
Case Study
Publicis
Publicis Groupe
Publicis Groupe, a global marketing and communications company, needed to upskill their client teams so they could confidently position AI solutions in client conversations and drive adoption:
- Enable client teams to effectively pitch Publicis AI solutions to clients.
- Align AI solutions with evolving client needs to strengthen relationships and increase revenue for the business.
- Scale AI training across global client teams as part of an ongoing leadership program.
Despite significant investment in AI, Publicis Groupe faced challenges in increasing confidence when selling AI solutions. They required a scalable, impactful intervention focused on:
- Helping client teams understand how generative AI is changing client expectations.
- Equipping teams with a structured approach to mapping client needs, wants and fears around AI.
- Providing inspiration through real-world case studies of successful AI implementation in marketing and communications.
- Driving company-wide confidence in discussing AI-driven solutions with clients.
A 2.5-hour workshop designed around classic client proposition frameworks, delivered to multiple teams in the UK and US. Sessions covered:
- Understanding shifting client expectations in response to AI advancements.
- Exploring how Publicis AI solutions can enhance client services and business growth.
- Reviewing case studies of other agencies successfully integrating AI with human expertise.
- Developing a structured action plan to incorporate AI solutions in client pitches.
Publicis Groupe’s client teams gained confidence in pitching AI, leading to stronger client relationships and increased business opportunities:
- Participants became champions of AI adoption.
- Effective communication of the value of AI to clients and the ability to drive innovation has strengthened client relationships.
- Publicis Group is now embedding AI training into its global leadership program to drive AI adoption across client services
AI COURSE BREAKDOWN
What This Course Includes
This program will develop the essential AI skills needed to accelerate your sales pipeline, and manage clients better.
This module provides an introduction to the fundamentals of generative AI, examining the organisation's current use of AI and identifying future goals. Participants will explore AI’s capabilities, opportunities, limitations, and where it can automate or augment tasks.
Learning Outcomes:
• Understand the key capabilities and limitations of AI.
• Identify opportunities for AI integration within their role.
• Gain clarity on the organisation’s internal AI policies.
This module provides an introduction to the fundamentals of generative AI, examining the organisation's current use of AI and identifying future goals.
Participants will explore AI’s capabilities, opportunities, limitations, and where it can automate or augment tasks.
Learning Outcomes:Understand the key capabilities and limitations of AI.
Identify opportunities for AI integration within their role.Gain clarity on the organisation’s internal AI policies.
This module introduces participants to prompt engineering, teaching them how to craft effective prompts to interact with AI tools. Participants will develop their own prompts relevant to their roles, and explore a structured framework for advanced prompting techniques.
Learning Outcomes:
• Develop a more sophisticated approach to crafting AI prompts.
• Learn how to use a structured framework for prompt engineering.
• Gain practical experience creating prompts for immediate application.
In this module, participants will learn how to use AI for data analysis, reducing the time spent on data processing and reporting. They will work with AI tools to visualise data and generate insights, including exporting findings into presentations.
Learning Outcomes:
• Analyse and visualise data using AI tools.
• Learn how to use AI to automate data reporting processes.
• Gain the ability to export AI-driven insights into professional visualisations.
This module focuses on identifying opportunities for automation within workflows. Participants will prototype automation flows and AI agents without the need for coding, exploring how AI can streamline processes within their teams.
Learning Outcomes:
• Identify automation opportunities in individual and team workflows.
• Design and prototype an AI automation flow.
• Understand how to deploy automation solutions with technical support.
Participants will explore the latest AI tools and assess their potential impact on business operations. They will be encouraged to identify relevant tools and pitch innovative ideas for their application within their organisation.
Learning Outcomes:
• Stay up-to-date with emerging AI tools and trends.
• Assess the relevance and business impact of new AI tools.
• Develop and pitch a business case for adopting an AI tool.
Participants will explore the latest AI tools and assess their potential impact on business operations. They will be encouraged to identify relevant tools and pitch innovative ideas for their application within their organisation.
Learning Outcomes:
• Develop a change-management mindset towards AI adoption.
• Create actionable plans to implement AI strategies within their teams.
• Foster an entrepreneurial approach to driving AI innovation.
Module 1: AI: Impact on Clients and Teams (20 minutes)
What’s included: This module introduces how AI is transforming the expectations clients have and the way teams work. Participants will explore the opportunities AI presents to create value, as well as the risks of falling behind. Through discussion and examples, the session builds a shared understanding of why AI matters now and what it means for client-facing roles.
Learning Outcomes:
- Recognise how AI is changing client expectations across industries.
- Understand the opportunity and threat AI presents for service-based teams.
- Build a shared understanding on where the team thinks AI can add value.
Module 2: AI Quick Wins (45 minutes)
What’s included: This hands-on module introduces simple, high-impact ways to use AI tools to enhance everyday client service. Participants will learn how to generate better prompts using the CREATE framework, and apply AI to tasks like meeting summaries, client research, email drafting, slide creation, and brainstorming. Through guided practice and breakout activities, teams will build confidence using AI to save time and deliver more value to clients.
Learning Outcomes:
- Apply the CREATE framework to craft effective prompts for AI tools.
- Use AI to streamline common client service tasks such as research, communication, and presentations.
- Identify immediate opportunities to use AI in your day-to-day work.
Module 3: Optimizing a Client Workflow with AI (45 minutes)
What’s included: This module explores how AI can be embedded into more complex client workflows to drive efficiency and unlock deeper insights. Participants will walk through a multi-step case study involving data cleaning, analysis, insight generation, and presentation building - guided by expert-crafted prompts. Working in teams, they’ll learn to troubleshoot outputs, iterate effectively, and experience how AI can support higher-order tasks across the client lifecycle.
Learning Outcomes:
- Understand how to apply AI across multi-step workflows using structured prompting.
- Collaborate with AI to analyse data, extract insights, and generate client-ready outputs.
- Build confidence in using AI for strategic and analytical tasks, not just admin.
Module 4: Pitching AI to Clients (40 minutes)
What’s included: This module helps participants shift from using AI for execution to using it for strategic value creation. Participants will explore how to identify a client’s unmet needs through transcript analysis and the Jobs To Be Done framework, and use AI tools to surface opportunities that can strengthen pitches and proposals. Through a mix of discussion and hands-on exploration, teams will practice turning insights into pitch-ready ideas that align with what clients really want.
Learning Outcomes:
- Use AI to analyse client conversations and uncover hidden needs and opportunities.
- Apply the Jobs To Be Done framework to craft more resonant client pitches.
- Strengthen proposals by aligning AI use cases with client goals and motivations.
This program is for teams that want to
Accelerate Sales Success
Gain the skills to confidently present solutions that fuel client growth and boost revenue.
Enhance Client Partnerships
Build stronger client relationships by tailoring AI capabilities to meet their specific needs and objectives.
Lead with Innovative Solutions
Enable managers to proactively identify challenges and deliver AI-driven strategies that elevate service quality.
Testimonials
How Edifai Makes an Impact
3-18 Education Trust
Société Générale
Amazon
Meet the Experts
Martin Talks
AI Expert
At the edge of AI, society and data ethics, Josefin brings a desire to help shaping a desirable, more responsible future. Josefin has worked with digital & emerging technology transformation and learning programs spanning across all business functions.
Josefin Ittichai
Facilitator
At the edge of AI, society and data ethics, Josefin brings a desire to help shaping a desirable, more responsible future. Josefin has worked with digital & emerging technology transformation and learning programs spanning across all business functions.
Pilar Barrio
Facilitator
Pilar Barrio is a digital transformation consultant and a facilitator, who has been at the forefront of emerging technology and its application to business, media and customer experience since 2006.
Niall McKinney
Non-exec Chair
Katie Roden
Marketing and Creative expert
Kathyrn Webb
Creative Applications
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