AI for professionals 路 Free
AI for Sales and Business Development
Use ChatGPT, Claude, Gemini and Copilot across the B2B sales cycle: ideal customer profiles and account research, personalised outreach without spam, discovery preparation, call notes to CRM, objection practice, proposals and quotations, margin maths checked by hand, pipeline reviews and forecasts, AI features in HubSpot, Salesforce and Zoho, and the email and data rules a seller must keep.
Inside the course
From the lessons
Where AI fits in the sales cycle
OpenAI
Ideal customer profile and account research
HubSpot Marketing
Discovery calls and question banks
30 Minutes to President鈥檚 Club
Objection handling and AI role-play
Sell Better
Pricing, discounts and margin maths
The Finance Storyteller
AI features in CRMs and sales tools
Salesforce
Lesson frames belong to the creators named in the Credits below and are shown from YouTube.
What you will learn
Map where AI helps and where it must not decide across the sales cycle; write structured prompts for sales tasks and check every output; build an ideal customer profile and research an account from public sources; draft personalised outreach that respects consent and site terms; prepare a discovery call with a hypothesis and question bank; turn call notes into clean CRM updates and next steps; practise objections with AI role-play; draft proposals and quotations for B2B and technical sales; calculate discounts, margin and markup by hand; review a pipeline and build a weighted forecast; judge the AI features in common CRMs; and work within email law, data protection rules and the employer's AI policy.
- Decide which sales tasks AI should draft, which it should check, and which only a person may decide
- Write five-part prompts that supply the facts and stop the assistant inventing them
- Build an ideal customer profile, score accounts and research them from public sources
- Write personalised outreach and sequences without bought lists, scraping or spam
- Prepare discovery calls and turn call notes into accurate CRM updates and next steps
- Practise objection handling with an AI role-play buyer and a scoring rubric
- Draft proposals with a compliance matrix, and price for a target margin checked by hand
- Build a weighted forecast, judge CRM AI features and follow email law and your AI policy
For you
Taking AI for Sales and Business Development from the United States
- Free in the United States, as everywhere, and self-paced: lessons, notes and the final assessment are open at any hour, so your time zone and shift pattern do not matter.
- The optional certificate for learners in the United States is a one-off US$23.99. What you get for it
- Plants across the Americas most often run Allen-Bradley, Siemens and Inductive Automation; each has its own free course to take next.
- See automation and engineering jobs in the United States, and what the industry looks like in Houston, Detroit and Chicago.
- EDWartens also has a regional site for the United States, for classroom training and local support: edwartens.com/us.
The course project 路 about 10 hours
Winning a condition-monitoring deal at a cement plant: account plan, outreach, discovery, proposal and AI use rules
Work a real-shaped B2B opportunity from first research to a priced proposal with an AI assistant at every step and a check after every draft: an account plan with a fit score, a lawful outreach sequence, a discovery summary, a compliance matrix and price schedule at a target margin, a pipeline entry, and the team's AI and data rules. The sample pack shows each document for an invented cement company.
Sample document pack, 5 documents, filled in for the scenario
- PlanAccount plan: Northgate Cement
- RegisterOutreach sequence and contact sourcing log
- ReportDiscovery summary and CRM update: Northgate Cement
- PlanProposal: wireless vibration monitoring for the kiln ID fans
- Risk registerRisk register: AI and data use in the Northgate opportunity
Read inside the course and download as a workbook. The project is optional practice, marked when you submit it; the certificate needs only the modules and the final assessment.
Course content
13 modules 路 37 lessons 路 9h 25m
In order, at whatever pace suits you. Each module ends with a practice task that builds on the last.
- 01Where AI fits in the sales cycle4 lessons23m
- 02Prompting for sales work1 lesson1h 9m
- 03Ideal customer profile and account research4 lessons36m
- 04Prospecting and personalised outreach3 lessons1h 24m
- 05Discovery calls and question banks2 lessons52m
- 06Call notes to CRM updates and next steps2 lessons25m
- 07Objection handling and AI role-play3 lessons1h 4m
- 08Proposals and quotations for B2B and technical sales3 lessons1h 1m
Requirements
- Who it is for
- Beginner. For sales executives, business development managers, inside sales and SDR teams, technical sales and application engineers, founders who sell, and people moving into sales. No technical background needed; comfort with email and a spreadsheet is enough.
- Software
- A free account on one general AI assistant (ChatGPT, Claude, Gemini or Microsoft Copilot), the free HubSpot CRM, and a spreadsheet (Google Sheets or Excel). Paid AI features in CRMs are described, not required. Never paste confidential customer data or contact lists into a public AI tool. What to download, and how
- Hardware
- Any computer with a browser. A phone or headset helps for the role-play module.
Software you need
What to download, where from, what it costs and how to install it. Every link goes to the maker's own site, never a mirror.
Never paste confidential customer data, contact lists or prices into a public AI tool. Paid AI features in CRMs are described in the course but not required.
Required
- 01Free
HubSpot Free CRM
HubSpot, in the browser
- Runs on
- Any modern web browser, plus mobile apps
- Account
- A free HubSpot account (no credit card)
Free with no expiry date and no credit card. The free plan includes up to 2 users and 1,000 contacts, contact management, deal pipelines and reporting dashboards. Paid tiers add more features.
Steps
- 1.Open hubspot.com/products/crm and click Get started free.
- 2.Create your account with your email or Google account.
- 3.Answer the short set-up questions about your business.
- 4.Import or add a few test contacts and create a deal pipeline.
- Use made-up test contacts for coursework, not real customer data.
Open HubSpot Free CRMhubspot.com
One AI assistant
Any one is enough.
- 02Free plan with limits
ChatGPT
OpenAI, in the browser
- Runs on
- Any modern web browser, plus mobile and desktop apps
- Account
- A free OpenAI account
The Free plan allows everyday text chats. File uploads, image creation, voice and data analysis have tighter limits than paid plans, and ads may appear in some countries. Paid plans raise the limits.
Steps
- 1.Open chatgpt.com.
- 2.Click Sign up and create an account with your email, or a Google, Microsoft or Apple account.
- 3.Verify your email and confirm your details.
- 4.Type your question in the message box.
- Do not paste personal data, passwords or confidential work files.
- ChatGPT tells you when you reach a limit. Wait for it to reset or switch to a lighter task.
Open ChatGPTchatgpt.com - 03Free plan with limits
Claude
Anthropic, in the browser
- Runs on
- Any modern web browser, plus desktop and mobile apps
- Account
- A free Claude account (you must be 18 or over)
The Free plan covers chat on web, desktop and mobile, web search, file creation and Artifacts. Usage limits reset on a rolling five-hour window and depend on message length and features used. Paid plans give more usage.
Steps
- 1.Open claude.ai (or see the plans at claude.com/pricing).
- 2.Sign up with your email or Google account and confirm your email.
- 3.Confirm you are 18 or over and accept the terms.
- 4.Type your question in the message box.
- Long conversations and large files use up your limit faster. Start a new chat for a new topic.
- Do not paste personal data or confidential work files.
Open Claudeclaude.com - 04Free with limits
Google Gemini
Google, in the browser
- Runs on
- Any modern web browser, plus Android and iOS apps
- Account
- A free Google account
Free with a Google account, including a Flash model, limited access to the Pro model, image generation, Deep Research and Gems. Paid Google AI plans give higher limits. Some features require you to be 18 or over.
Steps
- 1.Open gemini.google.com.
- 2.Sign in with your Google account.
- 3.Accept the terms the first time you use it.
- 4.Type your question or upload a file in the prompt box.
- Use a personal Google account. Work or school accounts depend on your administrator's settings.
Open Google Geminigemini.google.com - 05Free
Microsoft Copilot and Microsoft 365 Copilot Chat
Microsoft, in the browser
- Runs on
- Any modern web browser, plus Windows, macOS, Android and iOS apps
- Account
- None needed
Microsoft Copilot is free for individuals; you must be at least 13 (older in some countries). Microsoft 365 Copilot Chat is included at no extra cost for organisations with an eligible Microsoft 365 licence and needs a work or school (Microsoft Entra ID) account.
Steps
- 1.Open copilot.microsoft.com.
- 2.Optionally click Sign in and use your personal Microsoft account.
- 3.Type your question in the message box.
- 4.For work or school use, sign in at microsoft365.com with your organisation account and open Copilot Chat.
- Copilot Chat with a work or school account adds enterprise data protection. Use it for work material if your organisation provides it.
Open Microsoft Copilot and Microsoft 365 Copilot Chatcopilot.microsoft.com
Optional
Useful, not needed to finish the course.
- 06Free
Google Sheets
Google, in the browser
- Runs on
- Web browser; apps for Android and iOS
- Account
- A free Google Account
Anyone with a Google Account can use Google Sheets free. Some Gemini features in Sheets need a paid Google Workspace plan.
Steps
- 1.Open Google Sheets and sign in with your Google Account, or create one.
- 2.Select Blank spreadsheet, or open a template.
- 3.Use File, Import to load the course's CSV or Excel file.
- 4.Your work saves automatically to Google Drive.
- 5.Use File, Download to save an .xlsx copy if needed.
- Most Excel formulas work the same in Sheets; a few functions have different names.
Open Google Sheetsworkspace.google.com
Checked against each maker's own page on 27 September 2026. Trial lengths and editions change; the maker's page is the final word.
AI for Sales and Business Development at a glance
AI for Sales and Business Development is a free, self-paced online course from EDWartens for sales executives, business development managers, SDRs, account managers, technical sales engineers and founders who sell. It has 13 modules and 9h 25m of video lessons by OpenAI, Claude (Anthropic), Microsoft Copilot and others, with written notes and worked problems, a practical project with a document pack and a 15-question final assessment (pass mark 60%). Learning is free with an account; an optional certificate with a public verification code is issued when you pass. Last updated 27 September 2026.
All course factsHide course facts
- Price
- Free, for good. No trial, no card. The only paid item is the optional certificate, a small one-off fee.
- Who it is for
- Sales executives, business development managers, SDRs, account managers, technical sales engineers and founders who sell
- Format
- 13 self-paced modules, 9h 25m of video, written notes, a practice task per module and one final assessment.
- Level
- Beginner. Beginner. For sales executives, business development managers, inside sales and SDR teams, technical sales and application engineers, founders who sell, and people moving into sales. No technical background needed; comfort with email and a spreadsheet is enough.
- Brand
- Vendor-neutral
- Software
- A free account on one general AI assistant (ChatGPT, Claude, Gemini or Microsoft Copilot), the free HubSpot CRM, and a spreadsheet (Google Sheets or Excel). Paid AI features in CRMs are described, not required. Never paste confidential customer data or contact lists into a public AI tool.
- Hardware
- Any computer with a browser. A phone or headset helps for the role-play module.
- Certificate
- Optional EDWartens Certificate of Completion, verifiable by code. Not a vendor credential.
- Video lessons by
- OpenAI, Claude (Anthropic), Microsoft Copilot, Google Workspace, HubSpot Academy, HubSpot Marketing, HubSpot Hacks, Salesforce, Zoho CRM, Zoho, Clari, MEDDICC, 30 Minutes to President's Club, Pragmatic Works AI Academy, Collin Cadmus, Connor Murray, Sell Better, Tech Sales With Higher Levels, TK Kader, Sam Dunning - Breaking B2B, Kyle Milan, Harrison Hughes, The Finance Storyteller, Chris Menard, ACCA Student Study Resources, B2B Hero, TutorialsPoint (independent creators, credited below)
- Language
- English
- Last updated
- 27 September 2026
A shareable EDWartens certificate
Finish every module and pass the final assessment, and the optional EDWartens certificate is yours. It carries a unique verification code on a public page anyone can check, so it stands up when a recruiter looks it up. See it below.
The course itself stays free whether or not you ever buy one.
Stuck? Ask a practising engineer
A free course usually means a comment section and hope. This one does not. Every module has an Ask-your-trainer panel that reaches the same engineers who teach our paid programme: people who commission panels for a living, not moderators.
Pairs well with
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FreePLC programming 路 FreeSiemens TIA PortalFree Siemens TIA Portal course for beginners: write ladder logic for a simulated S7-1200 and WinCC HMI. Learning is free; the certificate is optional and paid.
FreePLC programming 路 FreeSiemens TIA Portal in Three HoursThe first three hours of the Siemens TIA Portal course, cut to end on a win: what a PLC is, how it is wired, a project configured in TIA Portal, and your first ladder program running in simulation. Finish it in an evening or two, earn a certificate, and carry straight on into the full course.
FreePLC programming 路 FreeTIA Portal: Build a MachineOne machine, start to finish. Take a bottle filling line from a written specification and an I/O list to a structured S7-1200 program with a fill station, a capper, a reject sorter and an operator screen with alarms, then test it against a written record and archive it for hand-over. The lessons are the reference; the machine is yours, and it is what you submit.More free courses: Free AI courses for professionals
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Common questions
What is the AI for Sales and Business Development course?
It is a free-to-learn online course that teaches B2B sellers to use AI assistants such as ChatGPT, Claude, Gemini and Microsoft Copilot across the sales cycle: account research, outreach, discovery, CRM notes, objection practice, proposals, pricing and forecasting. Every AI output is checked against facts the seller supplies, and decisions on price and commitments stay with people.
Who is this AI sales course for?
It is for sales executives, business development managers, inside sales and SDR teams, account managers, technical sales and application engineers, and founders who do their own selling. People moving into sales from engineering or support will find the technical-sales examples especially useful.
Do I need technical skills or paid AI tools?
No. You need a free account on one general AI assistant, the free HubSpot CRM and a spreadsheet. Paid AI features in HubSpot, Salesforce, Zoho, Google Workspace and Microsoft 365 are shown and explained, but every task in the course works on free tiers.
How long does the AI for Sales and Business Development course take?
About 14 hours at your own pace: about 9.5 hours of video lessons plus EDWartens notes, worked problems and practice tasks. The optional project, a full account plan and proposal for a technical sale, takes about 10 hours more.
Is the course free?
Yes. Every module, the notes, the worked problems, the practice tasks, the project and the final assessment are free to learn. The certificate is optional.
What certificate do I get, and how is it verified?
You get a verifiable certificate of completion from EDWartens when you finish the modules and pass the 15-question final at 60 percent. It carries a unique certificate number and a QR code that open a public verification page showing the course, the modules covered and your final score. It is not a certificate from OpenAI, Anthropic, Google, Microsoft, HubSpot, Salesforce or Zoho.
Does the course cover email and data protection law for sales outreach?
Yes, at summary level for sellers: the US CAN-SPAM Act, the UK's PECR, the GDPR and other national data protection laws, with the rules on bought lists, scraping, opt-outs and what must never go into a public AI tool. It is not legal advice, and the notes link each rule to the regulator's own guidance.
What jobs does this course help with?
It helps in sales executive, business development, account manager, SDR, inside sales and technical sales engineer roles, where employers increasingly ask for practical AI skills. The certificate names the role skills covered, which you can show on a CV or LinkedIn profile.
What you walk away with
Your certificate for AI for Sales and Business Development
Finish the course, pass the final, and this is the document with your name on it.
Verifiable by anyone
Adds to LinkedIn in one click
QR code on the certificate
Names what you can do
A permanent link
Earned, not attended
Learning is free. The certificate is optional.
Add it now and pay only when you have finished the course, or come back for it later. One-off, US$23.99, with a receipt.
Issued by EDWartens, the training division of Wartens, as a Certificate of Completion for this self-paced course. Sold by Wartens Ltd (England and Wales). It is not a vendor certification, a university award or a CPD-accredited activity, and it does not certify competence on live equipment. Delivered electronically; see the refund policy.
Credits
Who made the video lessons
The video lessons in this course were created by the people below, not by EDWartens. Every lesson streams from its creator's own YouTube channel; EDWartens neither hosts nor sells that footage, and the creators are not affiliated with EDWartens and do not endorse this course. What EDWartens wrote is the study plan, the notes, the practice tasks and the assessments.
- OpenAIshort demonstrations of ChatGPT for sales teams: account research and outreach, account planning, meeting preparation, and pipeline and forecast review
- Claude (Anthropic)Claude Cowork for sales, in the opening module's tour of assistants
- Microsoft Copilota seller's day with Microsoft 365 Copilot in Outlook and Teams
- Google WorkspaceGemini for Google Workspace in sales, marketing and customer service
- HubSpot Academythe official Sales Hub tutorial, managing leads and personalised prospecting, and the HubSpot Prospecting Agent
- HubSpot Marketingdefining an ideal customer profile, and writing a business proposal step by step
- HubSpot Hacksusing HubSpot's AI meeting notetaker
- SalesforceAgentforce for Sales, shown at Dreamforce 2025
- Zoho CRMwhat Zia, Zoho CRM's AI assistant, does for a sales team
- Zohoagentic AI with Zia, from Zoho's July 2026 update
- Clarithe sales forecasting formula
- MEDDICCMEDDIC and MEDDPICC qualification explained
- 30 Minutes to President's Clubthe discovery call masterclass
- Pragmatic Works AI Academyprospecting with AI: account research and emails that win responses
- Collin Cadmususing ChatGPT in B2B sales, with Jake Dunlap
- Connor Murrayhow social selling on LinkedIn works
- Sell Betterovercoming the top sales objections in live role-play
- Tech Sales With Higher Levelsthe AI for sales overview in module 1 and the guide to handling objections
- TK Kaderbuilding a strong ideal customer profile, and pipeline management best practices
- Sam Dunning - Breaking B2Bcrafting B2B proposals that close
- Kyle Milanbest practices of a technical sales engineer
- Harrison Hughesa mock discovery call with an AI prospect, for the role-play module
- The Finance Storytellermargin versus markup
- Chris Menardmarkup and margin worked in Excel
- ACCA Student Study Resourcesmark-up and margin explained
- B2B Herocold email and the GDPR
- TutorialsPointCAN-SPAM compliance for email
If you are one of these creators and would like a lesson removed or credited differently, write to info@wartens.com.