Smarter Selling with Artificial Intelligence
Turn AI into replies, relationships, and revenue
AI is reshaping how high-performing sales teams prospect and grow accounts.
In this focused two-part series, Brian Knight and Bryan O’Hare demonstrate how to use AI for deeper customer insight, more relevant outreach, and scalable account intelligence inside Microsoft 365. Designed for revenue teams that want measurable impact, this series moves beyond theory and into repeatable sales execution.
What You’ll Learn:
- Research accounts in minutes with AI
- Write personalized emails that earn replies
- Uncover buyer priorities and intent signals
- Build AI-powered customer growth notebooks
- Identify upsell and expansion opportunities
- Prepare smarter, data-driven account reviews
Two Days of Great Content
All Sessions 1 PM ET (UTC -5)
1-2 PM ET
Smarter Prospecting with AI: Research & Emails That Win Responses
Most sales emails fail because they sound generic. This live session shows you how to use AI to deeply understand your customers and write emails that get replies, not ignored.
In under an hour, you will see real examples of how sales teams are using AI to research accounts, understand buyer priorities, and craft emails that feel personal without spending hours per prospect.
What you will learn:
- How to research customers using AI in minutes, not hours
- Prompts that uncover customer pain points, priorities, and buying signals
- How to write sales emails that sound human and relevant
- Frameworks for cold, warm, and follow-up emails
- Common AI mistakes that hurt response rates and how to avoid them
Perfect for sales reps, account executives, and sales leaders who want better conversations without more busywork.
1-2 PM ET
Smarter Account Growth with AI: Turn Insights into Expansion
Your customer data is scattered across emails, proposals, slide decks, and notes. In this live session, you will learn how to use AI notebooks in Microsoft 365 to bring everything together and turn it into actionable growth opportunities.
This session focuses on expanding existing customers by using AI to spot patterns, identify gaps, and surface new opportunities hidden in your own content.
What you will learn:
- How to build a customer growth notebook in M365
- How to upload proposals, presentations, and emails for AI analysis
- Ways AI can identify upsell and expansion opportunities
- How to prepare smarter account reviews using one AI-powered view
- How sales teams use notebooks to scale account knowledge
Designed for sales professionals who manage accounts and want to grow revenue without starting from scratch every quarter.
