Course 01 · AI Edge Academy

AI for Sales &
Business Development

Workflow-first operational systems for modern GTM environments — from prospect intelligence and cold outreach through CRM automation and pipeline execution.

Module 01 Free & Live Full Course Late June 2026 $497 · Lifetime Access
5
Modules
30+
Lessons
8
Workbooks
∞
Lifetime Access
📅
Full Course Launching Late June 2026
Module 01 is live and free right now. Pre-register to lock in early pricing and get notified the day the full course drops.
▶ Watch Module 01 Free Pre-Register for Early Access →
Full Curriculum

Five implementation modules.

Each module is a complete operational system — not a collection of tips. Click any module to expand the full lesson outline.

Module 01
Workflow Thinking Before Tools
The foundation. Understanding execution overhead, workflow intelligence, and operational redesign before any tool is touched.
FREE · LIVE
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  • →The Invisible Overhead Layer — where operational inefficiency actually lives
  • →Workflow Intelligence vs Tool Usage — the structural difference between adoption and redesign
  • →Structured vs Fragmented Operations — mapping what changes when workflows are intentionally designed
  • →Human Judgment vs The Execution Layer — where AI actually fits in operational design
  • →Live Workflow Demo — prospect research redesigned step-by-step in real time
  • →Module Wrap-Up & What's Next — key takeaways and transition into Module 02
Included Materials
Start Here Guide Workflow Intelligence Workbook Execution Overhead Audit Workflow Deconstruction Canvas Manual vs Structured Workflow Operational Memory Worksheet Workflow Redesign Exercise Demo Reference Sheet
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Module 02
Cold Outreach & AI Personalization
Workflow-first outbound systems and intelligent message development at scale.
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  • →Structured prospect research — building a reusable intelligence brief at scale
  • →Personalization architecture — how to systematize relevance without losing quality
  • →Message development workflow — from research to first draft in a structured system
  • →Sequencing logic — designing outbound cadences as operational systems
  • →Operational memory for outreach — building reusable account intelligence libraries
  • →Live outreach workflow demo — full sequence built step-by-step in real time
Included Materials
Prospect Research Workbook Outreach Sequence Builder Personalization Framework Sequence Logic Template
Module 03
Discovery Preparation & Sales Intelligence
Structured pre-call research and account intelligence systems for high-quality discovery conversations.
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  • →Pre-call intelligence design — building research systems for high-conviction conversations
  • →Account research architecture — deep dives into prospect landscape and competitive context
  • →Discovery conversation mapping — structured frameworks for diagnosis and positioning
  • →Stakeholder intelligence briefs — multi-contact account analysis at scale
  • →Live discovery workflow demo — full research and conversation flow in real time
Included Materials
Discovery Research Workbook Account Intelligence Template Discovery Conversation Framework
Module 04
CRM Automation & Pipeline Operations
Workflow-first CRM systems, data management, and automated pipeline operations.
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  • →CRM workflow design — structuring customer data systems for operational leverage
  • →Automation architecture — what should be automated and how to design it
  • →Pipeline discipline — operations systems that maintain data quality and forecasting
  • →CRM intelligence integration — connecting outreach and discovery data to pipeline records
  • →Live CRM workflow demo — automation and operations in real time
Included Materials
CRM Strategy Workbook Automation Checklist Pipeline Operations Framework
Module 05
Follow-Up Systems & Relationship Operations
Structured follow-up workflows, relationship management, and long-cycle deal execution.
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  • →Follow-up architecture — systematic persistence without burnout
  • →Relationship systems — multi-stakeholder engagement at scale
  • →Long-cycle deal operations — tracking and advancing complex sales over time
  • →Course capstone — building your complete sales AI operating system
Included Materials
Follow-Up Playbook Relationship Tracking Template Deal Management Framework
Everything Included

More than video lessons.

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5 Implementation Modules
From workflow foundations through pipeline and relationship systems — a complete sales AI curriculum.
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30+ Structured Lessons
Every lesson tied to a real sales workflow and operational context.
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8 Fillable PDF Workbooks
Operational tools built for your specific pipeline and outreach environment.
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Live Implementation Demos
Complete sales AI systems built on-screen throughout every module.
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Lifetime Access + Updates
Tools change — curriculum updates are included at no cost.
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Certificate of Completion
Awarded upon completion of all five modules.
Who This Is For

Built for operators, not beginners.

No coding required at any stage. You bring the sales context — the course builds the system around it.

Sales reps and AEs building structured outreach and discovery workflows without tool bloat
SDR leads and BDR managers standardizing prospecting and outbound execution across a team
RevOps and GTM operators building AI into existing revenue workflows and CRM systems
Founder-led sales teams building repeatable systems before their first sales hire
Sales consultants and advisors helping clients implement AI-enabled sales operations
Anyone responsible for pipeline who wants a structured implementation framework
Ready to start

Watch Module 01 free. Pre-register for the rest.

Module 01 is live now at no cost. Pre-register to lock in early pricing and get notified the day the full course launches in late June.

▶ Watch Module 01 Free Pre-Register for Early Access →

Explore all six courses in the AI Edge Academy curriculum.