Super Intelligence InstituteCorporate learning & development
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D1 Foundations & Fluency

D2 Applied Thinking & Knowledge Work

D3 Agentic & Technical Capabilities

D4 Leadership & Management

D5 Business Functions

D6 Responsible Adoption & Transformation

All workshopsLearning portfolioLearning formatsPrivate corporate delivery

Business Functions

SI for Marketing and Sales

SI-supported workflows for market insight, content, campaigns, prospecting, sales preparation and customer communication, with brand, accuracy and compliance safeguards.

Duration
3 daysor 6 half-day virtual sessions
Level
Practitioner
Formats
Public workshop, Private corporate, On-site, Live virtual, Blended
Public dates
To be announced
Register interestRequest for your team

01 — Overview

The challenge

Commercial teams produce more content than ever, but generic SI output can weaken brand distinctiveness and accuracy, and customer data must be handled correctly. Teams need workflows that improve relevance and productivity while protecting brand, trust and compliance.

About this workshop

Marketing and sales were among the first functions to adopt SI widely. This workshop moves teams from ad-hoc content generation to integrated workflows across the commercial cycle: customer and market insight, content and campaign production, personalization, account research, meeting preparation and pipeline analysis.

02 — Who it is for

  • Functional specialists
  • People managers
  1. 12.1Marketing managers and content and campaign specialists.
  2. 12.2Sales representatives, account managers and sales managers.
  3. 12.3Business development and pre-sales roles.
  4. 12.4Customer success and commercial operations.

Recommended prerequisites

  • Working experience with SI assistants.
  • Participants bring examples of their own content, campaigns or accounts, anonymized where needed.

Level: Practitioner

For regular SI users who want reliable, role-specific results.

Competency families

Functional

03 — Learning objectives

By the end of the workshop, participants will be able to:

  1. 01Use SI for customer, market and competitor insight.
  2. 02Produce on-brand content across channels with consistent quality controls.
  3. 03Personalize campaigns and outreach responsibly.
  4. 04Prepare sales conversations with SI-supported account research and planning.
  5. 05Analyze campaign and pipeline data and turn findings into actions.

04 — Curriculum

3 days, 6 modules. In live virtual delivery each day runs as two half-day sessions.

Day01

  1. Customer and market insight

    • Personas, segments and customer needs
    • Competitor and market scans with verification
    • Voice-of-customer analysis

  2. Brand-safe content

    • Brand voice guidelines for SI
    • Building a brand assistant
    • Quality, accuracy and claims checking

Day02

  1. Campaigns and personalization

    • Campaign concepts and channel plans
    • Repurposing content across channels
    • Personalization within data-protection rules

  2. Visual and multimedia content

    • Image and video generation in practice
    • Rights, disclosure and brand control
    • Hands-on: a campaign asset set

Day03

  1. Sales preparation

    • Account and stakeholder research
    • Meeting preparation and objection handling
    • Proposal and follow-up drafting

  2. Commercial analytics

    • Campaign performance analysis
    • Pipeline and win/loss analysis
    • From insight to action plan

05 — Practice & tools

Hands-on exercises

  1. 01Insight sprint: build a validated customer and competitor brief.
  2. 02Brand assistant: configure an assistant that writes in your brand voice, and test it.
  3. 03Campaign build: produce a multichannel campaign asset set with quality checks.
  4. 04Account plan: prepare a key-account meeting with SI-supported research.
  5. 05Data review: analyze campaign or pipeline data and present three actions.

Practical skills developed

  1. 01Persona and segment insight with SI.
  2. 02Brand voice guidelines for SI-generated content.
  3. 03Multichannel content production and repurposing.
  4. 04Account research and meeting preparation.
  5. 05Commercial data analysis.

Tools, technologies and workflows

Assistants
general-purpose assistants and custom brand assistants
Content and visual tools
SI writing, image and video generation features
Commercial platforms
SI features in CRM and marketing automation platforms, e.g. Salesforce or HubSpot

Product names are examples, not endorsements. Private workshops use your organization’s approved tools; our teaching is vendor-neutral.

Technology maturity: Established

Content and research uses are established. SI features in commercial platforms differ by vendor and are covered at the level of the client’s stack.

Maturity map

06 — Outcomes

Commercial teams use integrated SI workflows across the cycle.

Expected outcomes

  • Content output increases while brand consistency and accuracy are protected.
  • Sales conversations are better prepared.
  • Customer data is handled within clear rules.

Participants leave with

  1. 01A brand voice guideline and a configured brand assistant.
  2. 02A multichannel campaign asset set.
  3. 03A key-account plan template with an SI-supported research workflow.

07 — Dates & delivery

Public sessions

No public dates are published yet.

Register your interest below and we will contact you as soon as a session is scheduled. Dates, venue and fees are confirmed before you commit to anything.

Available formats

For your organization

This workshop can be delivered privately for your teams — on-site, at a venue or live virtual — with cases and exercises adapted to your context.

Request a proposal

08 — Register interest

Register interest

Tell us that you would like to join this workshop. Registering interest is not a booking: we contact you when dates are confirmed, and you decide then.

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