Practical AI & automation training for sales teams
Less administration.
More selling.
Your best salespeople create value when they are talking to
customers, understanding needs and progressing opportunities.
They do not create value spending hours researching accounts,
updating CRM records, preparing notes or writing routine follow-ups.
Board North’s Sales Automation Training teaches sales teams how to
use AI and automation to reduce administrative work, improve
preparation and follow-up, and make better use of sales information.
WHERE WE SAVE YOU TIME
Give salespeople more time to sell
The modern sales process creates significant administrative
- Before a meeting, someone researches the company.
- After the meeting, someone writes notes.
- Then they update the CRM.
- Then they prepare the follow-up.
- Then sales management asks for another pipeline
report.
None of those activities is necessarily difficult.
But repeated across an entire sales team, they
consume significant selling time.
The goal of Sales Automation Training is to help teams identify what a salesperson needs to do — and what technology could do for them.
THE IMPACT
What could your team achieve?
Faster prospect research
Bring useful company, market and
account information together more
quickly.
Better meeting preparation
Arrive at customer conversations with
relevant context without spending hours
researching.
Faster follow-up
Turn notes and actions into professional
follow-up more quickly.
Less CRM administration
Reduce the manual work involved in
recording and managing sales activity.
Better pipeline visibility
Use sales data more effectively to
understand where attention is required.
More selling capacity
Give salespeople back time that can be
spent with prospects and customers.
OUR COURSES
Choose the right sales training for your team
AI for Sales Teams
Understand how AI can support the
entire sales process.
Learn where AI and automation can
improve prospecting, preparation,
customer communication and sales
administration.
You’ll leave with: practical use cases your team can apply immediately.
AI for Prospect Research
Research opportunities in minutes
rather than hours.
Learn how to use AI to understand
businesses, sectors, competitors and
potential customers before outreach.
You’ll leave with: a repeatable process for faster, more focused research.
AI for Meeting Preparation
Walk into meetings better prepared
without spending half an hour
searching for information.
Learn how to bring together useful
account and prospect information
before customer conversations.
You’ll leave with: a faster approach to meeting preparation.
AI for Sales Follow-Up
Follow up faster while the conversation
is still fresh.
Use AI to turn notes, discussions and
actions into structured follow-up
communications and next steps.
You’ll leave with: more consistent, faster follow-up.
CRM & Sales Workflow
Automation
Reduce the administration surrounding
the sale.
Learn how automation can support
CRM processes, data capture, task
creation and recurring sales activity.
You’ll leave with: ideas for reducing CRM friction and manual processing.
Sales Data & Pipeline Visibility
Stop producing sales reports. Start
using sales information.
Learn how AI and data tools can help
interrogate pipeline information,
identify trends and highlight where
management attention is required.
You’ll leave with: better visibility of opportunities, risks and next actions.
Need something more tailored?
Custom Training
We design custom digital transformation training around your team, systems and business priorities, covering AI, automation, data and process improvement. Tell us what you want to improve and we will build a practical programme focused on creating measurable business value.
HOW IT WORKS
Train around your sales process
For in-house training, Board North can build sessions
around the way your team actually sells.
That could include:
The aim is not to teach technology in isolation.
It is to make your sales process faster and easier to
execute.
your CRM
your prospecting
process
meeting preparation
customer follow-up
sales reporting
pipeline
management
account planning
Support your team while they
implement
Knowing what could be automated is different from
actually changing the sales process.
Our implementation timebanks give teams access to
ongoing support after training as they begin putting the
ideas into practice.
Give your salespeople more time to sell.
COURSE FORMAT
Flexible delivery
Training can be delivered:
Online
At your premises
At Sci-Tech Daresbury
As an individual session or combined programme
Typical session length:
2 hours
Experience level:
No previous experience required
Group size:
Individual or team delivery
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team. Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Looking for something else?
More time to think.
Finance Automation Training
Automate finance processes and improve
financial visibility.
More time to sell.
Sales Automation Training
Increase selling capacity and improve
sales performance.
More time to improve the business.
Workflow Automation
Reduce administration, cost and
inefficient workflows.
Need something custom?
Run it at your offices or online on a date that suits you.