AI-Agents for Corporate Training working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Find employer contacts in target sectors for training sales to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
11 toolsFind businesses in new territories for training sales outreach.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
8 toolsFind learning leaders at companies that fit the training firm's focus.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
7 toolsFind company contacts that match the provider's training market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
9 toolsQualify training buyers before adding them to client outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsFind learning and development buyers at target companies.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
6 toolsDraft training program proposals from approved scope and delivery plans.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsEmail training webinar attendees the approved follow-up individually.
Your webinar mail merge sends personal emails to attendees, then shows you who you emailed and who needs attention.
13 toolsIntroduce training services to approved employers using a sourced priority.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsSend training clients their program kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsCheck learner addresses before sending course joining details.
Your attendees get joining details after confirming their email addresses, and you get a daily list of contacts who still need follow-up.
5 toolsCheck revised learner rosters before training teams receive a CSV.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
5 tools
