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3 days · 18hIA-291In-houseTFP-eligible (Tunisia)

Agentic AI for sales teams

From chat to action: sell more with AI that works for you.

Move the sales team from conversational use of AI to concrete, reusable automations across the entire sales cycle: management and KPIs, prospecting, meetings, proposals and negotiation, CRM and forecasting, retention and key accounts.

Each concept is introduced briefly, then applied with AI in hands-on exercises: prompts, Skills, MCP connectors to the CRM, email and calendar, Agents. An in-house course on the company's real customer files, offers and cases, working exclusively in the Claude ecosystem (Claude, Claude for Excel, Claude Cowork).

(+216) 36 361 552

Duration3 days · 18 h, 21 hands-on exercises, about 75% practice

Schedule08h30 – 14h30, 20-minute coffee break at 10h30

AudienceSales directors and sales managers, key account managers, field and inside sales reps, sales administration and sales assistants

FormatIn-house, in person, on the company's real files and cases

PrerequisitesEveryday use of Excel and a CRM (or customer file), first experience with generative AI

ValidationNamed training certificate, follow-up at D+30

TFP funding: how does it work?

Detailed syllabus

3 days, 8 modules, 6 workshops

Each day combines core concepts in the morning with hands-on practice on your own use cases in the afternoon.

Day 1 — AI fundamentals, sales management and prospecting

08h30 – 08h45Welcome

Welcome and in-house scoping

Expectations, use cases collected beforehand, common thread: a real customer portfolio and offer, from prospecting to signature.

08h45 – 09h30Module 0

The salesperson's AI toolkit

The agentic loop, the RCTFE method, the four building blocks: prompt, Skill, MCP connector, Agent.
Which Claude tool for which stage of the sales cycle.

09h30 – 10h30Module 1

Sales management and sales KPIs

Revenue, margin, average basket, conversion by stage, sales cycle, repeat purchase, portfolio coverage.
Exercise 1: 3 vague requests turned into RCTFE prompts.
Exercise 2: “Sales team” Project (catalog, pricing, sales pitches, personas, competitors).

10h30 – 10h50Break

Coffee break

10h50 – 11h50Workshop

Sales analysis with Claude for Excel

Exercise 3: clean a sales export with a correction log.
Exercise 4: sales dashboard, pivot tables, ABC customer ranking.

11h50 – 12h20Module 2

Prospecting

Ideal customer profile, segmentation, lead sources, multichannel sequences, personalization, data compliance.

12h20 – 14h15Workshop

Prospecting workshops

Exercise 5: score 300 prospects, identify dormant customers to reactivate.
Exercise 6: “Prospecting sequence” Skill (email, D+3 follow-up, LinkedIn, call script).
Exercise 7: Cowork prospect research agent through to a Word profile and draft email.

14h15 – 14h30Wrap-up

Day 1 debrief

Technologies & platforms

The tools you'll work with

Each platform is used live during the workshops, on your own use cases. No technical prerequisites required.

ClaudeAssistantRCTFE prompting, Projects and role-plays.

Claude for ExcelAnalysisData cleaning, pivot tables, dashboards and 3-scenario simulations.

Claude CoworkAgentsMulti-step agents, scheduled tasks, human in the loop.

Skills, MCP and PluginsAutomationSales Skills, MCP connectors for CRM, email and calendar, Sales plugin.

Your trainer

Portrait de Mohamed Kais Khenine, fondateur et formateur i2Business

Mohamed Kais Khenine, MBA

Senior Consultant & Trainer in AI, Digital Transformation & Digital Marketing

The course is led by a consultant who designs and deploys AI agents connected to our clients' business systems every day. Demos are run live, on production tools, under real-world security, cost and compliance constraints.

Claude & Claude CoworkClaude for ExcelMCP & SkillsAI agentsDigital marketing & sales

Funding

This course is eligible for TFP funding

Our training firm is state-approved in Tunisia (approval no. 11 1823 19), which means your company can have its training costs refunded through the TFP (Tunisia's Professional Training Tax) if it is eligible for the related tax credit.

1Eligibility checkWe confirm with you that your company is subject to the TFP (Tunisia's Professional Training Tax) and that the program qualifies as an eligible expense.

2File submissionPreparation of the advance or refund application: detailed program, quote, schedule and provisional list of participants.

3Course deliveryDaily attendance sign-in, learning assessment and named certificates compliant with the scheme's requirements.

4Documentation and refundDelivery of the closing file — invoice, attendance sheets, certificates — for the refund application.

What we provide

Detailed training program, hour by hour
Named quote and compliant invoice
Attendance sheets signed per half-day
Learning assessment at start and end of the course
Individual certificates of completion

Questions about eligibility? Call us directly.(+216) 36 361 552

Go further

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Book a session

Public session or in-house training at your premises, tailored to your processes. We'll get back to you within 24 business hours with a proposal and the TFP paperwork.

(+216) 36 361 552