The AI Readiness App course · Beginner · about 75 minutes · Free

AI for marketing and sales work

Use AI to research audiences, draft campaign and sales material faster, and test more ideas, while keeping claims accurate and on brand.

For: Marketers, sales staff, account managers and anyone who plans campaigns, writes promotional material or prepares for client meetings.

1. Lesson 1

   Give the assistant a proper brief

   Get usable first drafts by briefing AI the way you would brief a new colleague.

   1. Open an AI assistant your workplace allows (for example ChatGPT, Claude, Gemini or Microsoft Copilot).
   2. State the goal, the audience, the channel, the length and the tone in the first message.
   3. Paste two or three examples of your own past material that worked, and say what you liked about them.
   4. List facts the draft must use and claims it must not make.
   5. Ask for three different versions rather than one, so you can compare angles.

   Try this at work: Write a brief for a real piece you need this month (an email, a social post or an event invitation): goal, audience, channel, length, tone, two past examples, required facts and forbidden claims. Ask for three versions with different angles. Pick the strongest and edit it yourself.

   How to check it: Every product fact, price, date and offer in the draft matches your own source. Nothing is promised that your company does not offer.

   Watch out: AI writes confident claims it cannot know, such as 'the leading provider' or invented results. Delete any claim you cannot prove.

2. Lesson 2

   Research an audience or a market quickly

   Turn scattered information into a short, checked picture of a customer group or competitor.

   1. Collect your own material first: survey answers, call notes with names removed, reviews, public competitor pages.
   2. Ask the assistant to summarise the main needs, objections and words people use, and to quote the lines it based each point on.
   3. Ask what is missing or uncertain in the material.
   4. If you use a tool with web search, ask for the source link behind every claim and open the links yourself.

   Try this at work: Take 10 to 20 customer reviews or call notes (remove names and personal details first). Ask the assistant for the five most common needs and objections, each with the quotes that support it. Use the result to rewrite one headline or opening line.

   How to check it: Each point is backed by a quote that really appears in your material. Any web claim has a link you opened and read.

   Watch out: Never paste customer names, contact details or private company data into a tool your workplace has not approved.

3. Lesson 3

   Prepare for client and sales conversations

   Walk into a meeting with sharper questions and answers to likely objections.

   1. Give the assistant the client's public information and your own notes from earlier contact.
   2. Ask for a short summary, likely priorities and five good questions to ask.
   3. Ask it to play a sceptical buyer and raise the objections it expects; practise your answers.
   4. Afterwards, ask it to turn your rough notes into a follow-up email for you to edit.

   Try this at work: Before your next client or prospect meeting, ask the assistant for five discovery questions and the three objections you are most likely to hear, then practise answering them with the assistant playing the buyer.

   How to check it: Facts about the client come from their own website or your records, not from the assistant's memory.

   Watch out: Assistants can mix up companies with similar names or use outdated information. Confirm anything you plan to say out loud.

4. Lesson 4

   Test more ideas and measure them

   Use AI to produce variations you can test, then let real results decide.

   1. Pick one thing to test: a subject line, a call to action or an advert headline.
   2. Ask for five to ten variations that differ in one clear way (benefit, urgency, question form).
   3. Choose two or three, run them in your normal channel and record the results.
   4. Share the results with the assistant and ask what pattern it sees and what to test next.

   Try this at work: Ask for eight subject lines for your next email that differ in one way each. Shortlist three, check them against your brand voice, and run an A/B test if your email tool supports it.

   How to check it: Only results from your own tools decide the winner; the assistant's predictions are guesses.

   Watch out: Keep to your industry's rules on advertising claims and consent for marketing messages.

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