Franciszek KołpanowiczEpisteme AII have a plan for using AI in your company

NewSecond day −20%

Sales · advanced

Automating Sales Department Work

For teams who already know the basics and want to hand whole stages of work over to AI: from a meeting transcript to a complete set of documents for the customer.

Claude · 2 days · online or in person

November offer Until 30 November: second training day 20% off. 2-day package: PLN 8,994 instead of PLN 9,994.

Offer terms

For one team of up to 15 people booking two days of the same programme. Booking (written confirmation of the date) by 30 November 2026, delivery by 31 March 2027. Final price, VAT-exempt supply. Travel outside Kraków and the surrounding area is agreed separately.

For your manager

Business objective
Repetitive work moves to AI assistants
Who it is for
Sales representatives, sales managers and people supporting sales processes in the medical equipment industry (10-12 people from one department).
What the team will be able to do
  • The process from meeting recording to offer and email
  • Assistants built for roles in the department
  • A map of the tasks worth automating first
Duration and format
2 days, online or at your premises. Exercises on the participants’ own tasks, not examples from the internet.
Tool
Claude. I run the programme on the tool the company uses or plans to use.
Data security
In every programme: what may be shared with an AI tool and what stays in the company.
Indicative cost
From PLN 4,997 per day of in-company training, up to 15 participants, final price, no VAT added. The final quote depends on the scope, format and location of the training. VAT-exempt supply (Art. 113 of the Polish VAT Act).

Programme

Key information

Duration2 training days / 14 hours (7 hours a day, including two 15-minute coffee breaks)
Target groupSales representatives, sales managers and people supporting sales processes in the medical equipment industry (10-12 people from one department).

The workshops focus on two processes that are key for a sales department in the medical equipment industry: handling tenders for equipment, and segmenting and planning customer acquisition among medical facilities. The exercises are based on data and documents similar to those the team works with every day. The programme also includes integrations with Microsoft 365 and ClickUp, analysis of Excel, Word and PowerPoint documents, and an introduction to automating repeatable tasks in Claude.

During the training, participants will learn, among other things:

  • How to analyse Word documents, Excel spreadsheets and PowerPoint presentations with Claude
  • How to prepare a summary of a medical equipment tender and a document checklist
  • How to verify that an offer complies with the tender specification and the equipment’s technical parameters
  • How to combine data from multiple sources (CRM, facility registers, NFZ contracts) and build segmentation logic
  • How to use Claude to turn a segmentation database into a ready-to-use sales action plan
  • How to connect Microsoft 365 and ClickUp to Claude and work on company documents
  • How to automate repeatable tasks using scheduled tasks in Claude
  • How to work safely with company data in an AI environment
Especially recommended forsales representatives, sales managers, public procurement specialists in the medical industry, and people responsible for facility segmentation and customer acquisition.

Objective

The objective of the training is to equip participants with the skills needed to use Claude AI in practice in two key sales processes: handling tenders for medical equipment, and segmenting and planning customer acquisition among medical facilities. The training emphasises immediate applicability: each module ends with a ready-made result (a draft offer, a checklist, a contact plan) that participants can adapt to their daily work. The workshop will also make it possible to assess whether Claude is the right tool for a systematic rollout in the sales department.

Prerequisites

  • An active Claude Pro or Team subscription for each participant
  • Microsoft 365 and ClickUp connectors checked and working before the training
  • Watching the mandatory video material (approx. 30 minutes) sent out before the training

Programme

The programme covers 14 hours, divided into process-based workshops and short introductory blocks.

Module 1: Differences between Claude Cowork and other AI applications

  • An introduction to the Claude ecosystem: Claude Chat, Claude Cowork, Claude Code
  • Projects: a way of creating project folders in Claude
  • “Skills”: saved sets of rules that let Claude carry out a specific type of work
  • Plugins: bundles of related “skills”
  • Claude’s agentic features: working with Microsoft Office files, emails and CRM records
  • Use cases: examples of how business teams use Claude

Module 2: Connectors, integrations and document analysis

  • Two ways of working with files: adding documents manually versus a connector
  • Connecting Microsoft 365 and other applications to Claude: configuration and live demonstration
  • Analysing Excel spreadsheets: summaries, trends, drawing conclusions from tabular data
  • Working with Word documents: summarising, comparing versions, extracting key information
  • Preparing and editing PowerPoint presentations with Claude

Module 3: Claude Skills: a Workshop on Creating “Skills”

  • Combining data from multiple sources (CRM, facility registers, NFZ contracts, service data)
  • Cleaning data and joining tables by facility identifiers
  • Preparing segmentation logic and interpreting the results
  • Turning the segmentation database into a sales action plan with contact priorities
  • Generating a series of personalised messages tailored to the segment and type of facility

Lunch break (45 min)

Module 4: Task Automation and Scheduled Tasks in Claude

  • What scheduled tasks are and how they work in Claude
  • Examples of use: recurring reports, monitoring changes, automatic summaries
  • Demonstration: creating a scheduled task using a sales process as the example
  • The possibilities and limits of automation in the client’s current environment

Module 5: Summary and Map of Applications

  • What can be implemented straight away, what needs testing, and what is worth postponing until the CRM changeover
  • A list of concrete uses of Claude in participants’ daily work
  • Question and answer session

Learning outcomes

After completing the training, participants:

  • They write effective prompts for sales tasks: correspondence, summaries, presentations
  • They can prepare a draft tender offer for medical equipment with a document checklist
  • They can verify that an offer complies with the tender specification and the equipment’s technical parameters
  • They analyse Excel, Word and PowerPoint documents with the help of Claude
  • They know how to connect Microsoft 365 and ClickUp to Claude
  • They can prepare a segmentation database of medical facilities and an acquisition plan with priorities
  • They know the options for automating repeatable tasks using scheduled tasks in Claude
  • Know the principles of safe work with company data in an AI environment
  • They have an individual map of Claude uses in their daily work

What the training includes / What it does not cover

Within the scope of the training:

  • Working on prepared use cases based on the processes of a client in the medical equipment industry
  • Connectors and integrations with Microsoft 365 and ClickUp, analysis of Excel, Word and PowerPoint documents
  • Prompting techniques in the context of sales tasks
  • Task automation and scheduled tasks in Claude
  • Data security and responsible use of AI

Outside the scope of the training:

  • Building integrations on the client’s production environment
  • CRM implementation or data migration between systems
  • Creating custom extensions, plugins and integration servers
  • Integration with Outlook (a technical topic for the IT department to assess after the training)
  • Programming and writing code

Trainer

Franciszek Kołpanowicz: entrepreneur and certified AI trainer, helping leaders and teams increase their effectiveness through intelligent technologies. He has been published in, among others, Rzeczpospolita. He has more than 1,300 hours of experience working with generative AI and shares his knowledge at public events, including the “Manager in the Age of AI” training organised by Rzeczpospolita, and at the UKEN and PASE conferences.

His background in philosophy (Jagiellonian University) and his experience in IT quality control allow him to combine analytical thinking with asking the right questions. His own practical journey with AI showed him how this technology can become a real lever for growth.

Drawing on hands-on experience, he shows leaders and their teams how to use AI not only to work more efficiently but also to think more clearly and make faster business decisions. His AI training has, among other results, cut the time needed for routine analysis of multi-page legal documentation by 80%.

In his training sessions he pays particular attention to the participants themselves, drawing on their experience and needs as the work progresses. As a result, his sessions are not repetitive routine but an enriching and individual experience.

His mission is to make artificial intelligence a practical tool for development: business, intellectual and cultural.

Request a training proposal

I will tailor the programme to the team and send a quote within one working day.

Programme: Automating Sales Department Work