Third ShiftCorporate AI workshops · India

Functional AI · 1.5 days · reviewed outline

Sales

Prepare with sources, follow through with care. Prepare account, meeting and follow-up work that remains source-backed and reviewable.

Build a plan and register interestInspect the agenda
For
Account executives, account managers and sales operations
Duration
1.5 days
Selected output
Source-backed account, meeting and follow-up pack
Commercial state
Register interest · 2 rolling date options

Representative work

A bounded artifact, with the checks still visible.

Illustrative workshop artifact

What a participant might build

  1. Account researchSource, method and a human verification step remain attached.
  2. Meeting and proposal preparationSource, method and a human verification step remain attached.
  3. CRM hygiene and follow-upSource, method and a human verification step remain attached.

This is a curriculum example, not a client result or a claim that the workshop has already delivered this outcome.

Who this is—and is not—for

Designed for: Account executives, account managers and sales operations.

Not designed for: Teams expecting autonomous outreach or unsupervised CRM changes.

Starting requirement: Approved assistant and safe fictional account inputs.

What participants leave with

Source-backed account, meeting and follow-up pack. The work remains accompanied by the method, evidence and limitations needed for someone else to review it.

Representative curriculum

  • Account research
  • Meeting and proposal preparation
  • CRM hygiene and follow-up
Workshop boundary. No real CRM, email or customer record is changed in the standard exercise.

Standard 1.5 days agenda

WhenWhat happens
Before eventDevice, account, network, permissions and safe-data preflight
Day 1 · 09:30–12:30Orientation, working examples, workflow choices, safety and capstone selection; includes a short break
12:30–13:30Lunch
13:30–14:45Guided build
14:45–15:00Break
15:00–16:45Individual or team application with a fallback starter
16:45–17:30Verify, document limits and prepare the presentation
Day 2 · 09:00–12:30Showcase, feedback, recognition and next commitments

Tools and preparation

The final toolchain is approved before delivery. Participants need a laptop, working accounts, permitted browser and network access, and either safe data or the supplied synthetic fallback. Product names are not guessed before the buyer and faculty approve them.

Showcase and assessment

For the standard 1.5-day format, each presenting unit receives ten minutes plus two minutes for feedback and changeover. Assessment covers usefulness, correctness and evidence, repeatability, safe handling and explanation. A critical factual or data error requires rework.

Price and dates

Rates remain quote-based. The rolling calendar publishes two limited two-day options every 30 days. A selected window is reviewed by staff before confirmation; it never reserves a slot automatically.

Possible alternative: Native may fit when the audience or intended output differs.