AI for Sales Professionals
Turn account research into a plan with named owners, using prompts you can copy and adapt.
Account plans take hours of research, then sit in a folder while the account moves on. Teaching a team a quicker, repeatable method normally means writing the method down first. This deck has it written, from first prompt to action plan.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on AI-powered account planning. It covers why plans go stale, four prompt packs, a five-step framework, three case studies and an SOP with a checklist. It suits account executives, key account managers and sales leaders.
The first chapters make the case: why traditional planning struggles, what changes with generative AI, and how AI speeds up research, deepens insight and lifts consistency across a team. Then the deck turns practical with a chapter on prompts, framed as an AI swipe file.
Four prompt packs cover Understanding Your Target Account, Stakeholder Mapping, Competitive Analysis and Identifying Opportunities and Risks. Each shows the prompt and the output you should expect, such as a prioritised stakeholder list with likely motivations and objections. Chapter 5 then builds the plan in five steps: define the goal and target account, research and analyse, synthesise hypotheses, develop the value proposition and strategy, and assign actions with owners.
Three case studies apply the method to a technology company, a healthcare firm and a SaaS provider. Chapter 7 collects the tools, a team SOP and a checklist to use before every major account review. Chapters 8 to 10 cover choosing tools, privacy and security concerns, where agents are heading and your own action plan.
Tap a slide to enlarge it.
Run the checklist slide before each review and use the framework to structure what each account owner brings.
Walk through the four prompt packs so a new hire can produce a first-draft account brief in their first week.
Apply the five steps to one real account and keep the output as your working plan.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit freely. Start with the prompt packs in chapter 4, then work through slide 28.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Sales Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: AI for Prospect Research; AI-Powered Sales KPI Dashboards; LinkedIn Selling with AI; Cold Outreach Personalization at Scale; Follow-Up Email Frameworks; Objection Handling with AI; AI-Powered Sales Discovery Prep; Your AI Proposal Co-Pilot; AI-Generated Call Summaries.
Both. The framework and case studies work well in a team review, and the prompt packs and checklist suit self-study on a live account. AI output should always be checked by a person before use.
The prompts are written to work with general assistants such as ChatGPT or Gemini, and the deck also discusses generalist and specialist tool types. Check any tool's data policy before pasting account details.
No. It gives you the research method, the prompts and the structure, which you can paste into whatever planning template your team already uses.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, with one named account to plan and a review date.
Bodhih Training delivers live corporate programmes on key account management and AI-assisted selling.
A complete workshop on the topic.
A complete workshop on the topic.
A practical PDF playbook.
