Overview
How much of your week goes into RFQ replies, quotations, follow-ups and posts about the same products? ChatGPT and Gemini cost nothing to open, but the datasheet still gets read line by line, and the quote options still get worked out by hand.
This 2-day course runs on your own tasks in ChatGPT and Gemini, with Gemini Notebook for datasheets and Gamma for slides. You brief the tools with RCR (Role, Context, Request) and 5W1H, settle what customer data stays out, then work from your own files and check what comes back. Day 2 takes on the replies you dread, builds the deck, and rebuilds one task end to end.
Who should attend
- Sales executives, account managers and marketing staff in B2B companies
- SME owners who handle their own sales and marketing
- Participants with some ChatGPT experience
What you will be able to do
- Brief ChatGPT and Gemini with RCR and 5W1H so a real sales or marketing task comes back usable.
- Decide what customer, pricing and tender material can go into ChatGPT and Gemini, and de-identify the rest.
- Use uploads, Canvas, Gemini Notebook and image generation on your own product material.
- Build prompts for RFQ replies, event invitations and follow-ups with Reverse Prompting and Meta Prompting.
- Build a deck in Gamma from your own material, with images made for its slides.
- Rebuild one real sales or marketing task end to end, and leave with the prompts that did it.
Course content
Day 1: The buyer and the first draft
- RCR and 5W1H on your own sales or marketing task: map last week's tasks on an Effort and Frequency grid, brief ChatGPT on a quotation cover email, then run the finished prompt in Gemini.
- What customer and pricing data can go into AI: the settings that decide whether chats are used for training, rewriting a prompt with placeholders and dummy rows, and sorting everyday cases such as a confidential RFQ or a published datasheet.
- Advanced ChatGPT and Gemini functions: a price list and quote log analysed in Gemini with three figures checked by hand, a product post drafted in ChatGPT and refined in Canvas with an image made for it, and a sample RFQ answered from its datasheets in Gemini Notebook with citations.
Day 2: Harder prompts, finished work and the rebuild
- RFQ replies and follow-ups that are hard to brief: Reverse Prompting for a reply you cannot brief, Meta Prompting to improve an old trade-show follow-up, and picking the five tasks worth a saved prompt.
- Decks and visuals in Gamma and Gemini: a six-slide account review or pitch deck, single-slide edits, swapping a stock image for one you made, and what a free export carries.
- Capstone, rebuilding one task with your prompt library: pick one deal task or campaign task, rebuild it with your saved prompts, handle a last-minute change, and show the room the old way, the new way and the check step.
How it runs
- Hands-on practice with live demonstrations, built around your own sales and marketing tasks.
- Runs on free accounts: bring a laptop signed in to ChatGPT, Gemini and Gamma.
- Sample files are provided, so no real customer, pricing or pipeline data is needed.
- Delivered in person.
