Business, Sales & Management with AI

Complete course, currently in quality review before public opening.

Estimated duration

11–12 hours · Learn at your own pace

Estimate calculated from the content (reading and exercises), not measured with learners: modules ≈ 7 h 55 min, assessment ≈ 5 min, final project ≈ 3 h 20 min.

Level

Intermediate

Prerequisites

• Being able to use a browser. A spreadsheet is desirable but not mandatory: exercises are checked in the course pages.
• No programming, and no paid account or subscription.

Required tools

• A recent browser: the cleaning, dashboard and pipeline labs run in the course pages, sending nothing.
• A spreadsheet: LibreOffice Calc (free) or Excel if you have access.
• ChatGPT or Claude to reproduce the demonstrations. Each demonstration offers a route without file import: the data is pasted into the conversation.

External costs

The course is entirely free: modules, exercises, quizzes, resources and final project. No API key, CRM, emailing tool or paid service is required, and the Academy sends nothing to external services. The features and limits of the assistants' free plans change: this course does not present them as verified, so check them in your account.

Syllabus

1. 1

   Module 1 — Preparing and understanding your sales data

   Read a CSV file, spot duplicates, dates, currencies and inconsistent values, clean without inventing, remove personal data and document every decision.

   ≈ 1 h 15 min · 5 activities

2. 2

   Module 2 — Analysing your sales with ChatGPT and Claude

   Ask the right questions, have a sales file analysed, then check every figure with a spreadsheet and tell what you observe from what you assume.

   ≈ 1 h 20 min · 5 activities

3. 3

   Module 3 — Building a sales dashboard and tracking KPIs

   Choose useful indicators, calculate them only when the data allows it, create honest charts and present a result without exaggerating it.

   ≈ 1 h 25 min · 6 activities

4. 4

   Module 4 — Identifying and qualifying B2B prospects with AI

   Define an ideal customer profile from your data, build a qualification grid, rank fictitious prospects and tell facts from hypotheses and missing information.

   ≈ 1 h 20 min · 5 activities

5. 5

   Module 5 — Writing personalised sales prospecting with AI

   Write B2B messages based on facts, personalise without inventing, respect recipients' objections and prepare a sequence of three drafts, with no automatic sending.

   ≈ 1 h 20 min · 5 activities

6. 6

   Module 6 — Measuring sales results and improving decisions

   Track a pipeline, calculate conversion rates by stage, make a forecast with explicit assumptions, spot bottlenecks and build an improvement plan, while saying what cannot be concluded.

   ≈ 1 h 15 min · 5 activities

7. ★

   Final project: managing a small sales business with AI

   The management of a small fictitious sales business, reusable as a method: quality report and clean CSV, sales analysis, dashboard of checked KPIs, segmentation and ICP, qualification table, sequence of three messages, pipeline analysis and prioritised action plan.

   ≈ 3 h 20 min · Assessment rubric

Progress summary → · Glossary →

Downloadable resources

• Verdane raw salessales-raw.csv

  The fictitious file to clean: 58 rows, with deliberate defects.

• Verdane clean salessales-clean.csv

  The reference file after cleaning: 53 rows, with no personal data.

• Verdane catalogue and costsproducts.csv

  Prices and costs excl. VAT of the five fictitious products, needed to calculate margin.

• Verdane sales pipelinesales-pipeline.csv

  26 fictitious opportunities, with stage reached, status and amount.

• Fictitious prospectsfictitious-prospects.csv

  8 invented companies, with no contact person or details. Never to be presented as real.

• Data dictionarydata-dictionary.md

  Each column, each unit, and the definitions of revenue, margin, collected and points.

• Quality report templatequality-report-template.md

  The report to fill in after cleaning: rows, corrections, decisions and limits.

• Analysis report templateanalysis-report-template.md

  Observations, checks, hypotheses and decisions, clearly separated.

• KPI table templatekpi-table-template.csv

  The course's indicators, with formula, unit and alert threshold to fill in.

• Qualification templateprospect-qualification-template.md

  ICP, documented scoring grid and qualification table to fill in.

• Pipeline and action plan templatepipeline-tracking-template.md

  Stage tracking, rates with their denominator, the forecast and the prioritised plan.

• Sequence template and personalisation checklistsequence-and-checklist-template.md

  Three drafts to fill in, and the checks to make before any real sending.

• Prompt librarybusiness-prompt-library.md

  All the reusable prompts from the six modules, to copy and adapt.

• Responsible prospecting checklistresponsible-prospecting-checklist.md

  Sources, objections, confidentiality and limits: go through it before any real sending. Not legal advice.

• Project: Caféterre Pro raw salescafeterre-sales-raw.csv

  The project's fictitious file: 28 rows, with deliberate defects.

• Project: Caféterre Pro cataloguecafeterre-products.csv

  Prices and costs excl. VAT of the four fictitious products.

• Project: Caféterre Pro pipelinecafeterre-pipeline.csv

  12 fictitious opportunities.

• Project: fictitious prospectscafeterre-fictitious-prospects.csv

  6 invented companies, with no contact person or details.

• Final project case file (fictitious)cafeterre-case-file.md

  The 7 items on Caféterre Pro: the project's only source of facts.

• Project self-assessment gridbusiness-project-self-assessment-grid.md

  The criteria for each deliverable, to tick yourself. This is not a certification.

• Project rubricbusiness-project-rubric.md

  The five criteria, their levels and the pass rule, identical to the online assessment.

• Project reference answersbusiness-project-answer-key.md

  A reference answer for each deliverable, and the clean CSV. Open it after your attempt.

Content verified on 31 October 2026

Practical training provided by Cloud Tech Innovation. It awards no diploma or recognised certification; the summary only records the exercises passed and the assessed project.