About this programme
A practical course for Kin52 sales professionals. You will use Claude for account and prospect research, outreach and follow-up drafting, proposals and RFP responses, objection handling and call preparation, and pipeline notes and CRM hygiene, while protecting client confidentiality and checking every claim before it reaches a customer.
Syllabus
- 1
Account and Prospect Research
Build a fast, verified picture of a prospect using Claude's research and file analysis capabilities.
- Researching an account before the first call11 min
- Prospect lists, stakeholder maps and file analysis9 min
- 2
Outreach and Follow-up Drafting
Write personalised emails and follow-ups quickly in your own voice, with facts you have checked.
- Personalised outreach that sounds like you10 min
- Follow-ups, summaries and meeting recaps8 min
- 3
Proposals and RFP Responses
Draft stronger proposals and RFP answers from approved content, with verification and confidentiality controls.
- Drafting proposals from approved content12 min
- RFP and tender responses at scale11 min
- 4
Objection Handling and Call Prep
Rehearse tough conversations, prepare discovery questions and plan responses to common objections.
- Preparing for a call8 min
- Objection handling and role-play9 min
- 5
Pipeline Notes and CRM Hygiene
Keep CRM records accurate and useful with consistent notes, summaries and forecasts supported by Claude.
- Turning messy notes into clean CRM records8 min
- Pipeline reviews and forecast support8 min
Final examination and certificate
15 questions, 25 minutes, pass mark 80%. Passing issues an official Kin52 Holding SAL certificate with a QR verification code.