Sales Automation with Claude: Build Custom AI Workflows — PickAClass
⏱ 2h 54m 📚 29 lessons 🎧 Audio version

Sales Automation with Claude: Build Custom AI Workflows

Discover how to leverage Claude to streamline prospect research, generate high-converting outreach, and build automated workflows that save time and close more deals.

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  • 🌐 In English
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About this course

In today's fast-paced market, sales professionals who leverage artificial intelligence can research prospects, draft outreach, and manage pipelines in a fraction of the time. This text-based course guides you through using Claude to transform your daily sales routine from manual to automated. You will transition from basic AI queries to designing sophisticated sales workflows. By studying practical examples, you will learn how to draft highly personalized emails, organize sales assets, and connect AI tools with your existing sales stack. What you'll learn: - Understand the fundamentals of Claude and how generative AI applies to modern sales cycles - Master prompt engineering techniques specifically tailored for customer research and competitive analysis - Create reusable templates and sales assets using Claude's Artifacts feature - Organize your pipeline intelligence, buyer personas, and collateral using Claude Projects - Design automated sales workflows that integrate AI output with your daily communication tools - Apply ethical AI practices to maintain authenticity and trust throughout the buyer journey The course starts with essential AI terminology and foundational prompting techniques before moving into practical sales scenarios and workflow automation. You will read through step-by-step guides and analyze real-world prompt templates designed for immediate sales application. This course is designed for sales development representatives, account executives, and sales leaders who are new to AI and want practical, text-based instruction. No technical background or programming experience is required. Start reading today to build your custom AI sales assistant and accelerate your pipeline.

What you'll get

  • 📜 Certificate of completion
    Add it to your LinkedIn profile
  • 💬 Personal AI tutor
    Stuck on a lesson? Ask your built-in tutor anything, any time.
  • 🎧 Audio version included
    Learn on the go — no screen needed
  • ♾️ Lifetime access
    Come back anytime, no expiry
  • 📱 Phone or computer
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  • 💸 14-day refund
    No questions asked
  • Short & focused
    2h 54m of practical content

Certificate of completion

Every course you complete on PickAClass issues a credential like this — original, with its own code, verifiable by URL, and detailed about what was actually demonstrated.

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PickAClass
Skills profile · verifiable
Document
Certificate of Mastery
This certifies that
Name Surname
has successfully demonstrated mastery of
Sales Automation with Claude: Build Custom AI Workflows
Skills demonstrated
Behavioral pattern analysis
Foundational
1.2 hrs
Decision-architecture frameworks
Proficient
1.4 hrs
A/B test design
Proficient
1.7 hrs
Behavioral copywriting
Advanced
1.9 hrs
P
PickAClass — Name Surname
Sales Automation with Claude: Build Custom AI Workflows
Page 2 of 2
Performance detail
Coursework summary
Lessons completed 14 / 14
Practice questions 26 / 28
Assignments submitted 4 (avg 4.5 / 5)
Capstone project Reviewed — 4.6 / 5
Total practice 6.2 hrs
Performance benchmark
Cohort rank Top 12% of 1,625
Time to completion 11 days (median: 22)
Mastery score 91 / 100
Practice-question score 94%
Skill verification Verified Skill Path
Verify this credential
pickaclass.com/certificates/PCC-2026-X4F7-AP19
Issued under the academic standards of PickAClass. Skill levels reflect assessed performance against the course's competency rubric. This is an original credential of this platform.

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Frequently asked

What do I need to take this course? +

Just a phone or computer with internet. No installs, no special hardware.

How do I pay? +

By card via Stripe. We don’t store card details — Stripe handles them securely.

Can I get a refund? +

Yes — full refund within 14 days, no questions asked.

How long will I have access? +

Forever. Once you purchase, the course is yours to revisit anytime.

Will I get a certificate? +

Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.

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