AI Workflow Automation for Solutions Teams

Description

A practical, role-specific AI course that gives sell-side solutions professionals — the people who shape customer opportunities, respond to solicitations, develop solution proposals, and support handoff to delivery — a reliable, safe way to use Claude on the Team plan with Standard seats across their document-heavy workflows. Delivered as a single day of instruction in ILT or vILT format. Participants learn to work in their organization's Claude Team workspace, write structured prompts that produce business-ready output, and follow a conservative data-handling and acceptable-use model. The course applies Claude directly to the work that fills a solutions team's week: researching a prospective customer and its business context, analyzing an inbound RFP, building a requirements and compliance matrix, drafting proposal and SOW content from team templates, and producing the internal and customer communications around the opportunity. Along the way, participants capture proven prompts in a reusable team prompt library. The application block runs the workflow end to end on a realistic synthetic opportunity, identifies the team's best workflow-automation candidates, and closes with a personal 30-day adoption plan their manager can see. Scenarios and practice materials are synthetic and centered on a telecom solutions provider responding to a regional enterprise customer's branch-connectivity and managed-network RFP. The pack includes a public-information customer brief, an inbound RFP, discovery notes, a requirements matrix, a proposal template, solution assumptions, and a draft SOW. No customer assets or confidential data are required or used.

Who This Course Is For

• Sell-side solutions professionals who support customer opportunities from discovery through proposal, SOW, and delivery handoff
• Typical roles: solutions engineers and architects, sales engineers, solution consultants, proposal and bid managers, pricing specialists, and technical account or delivery-transition leads
• Experienced professionals with prior basic AI exposure (have tried an AI assistant casually, or attended a general AI session) who did not come away with a role-specific, trustworthy way to use it
• Teams using Claude Team Standard and expected to work within organizational compliance and data-handling rules
• Suitable for any industry — the synthetic scenario is set in telecom solutions sales and can be adapted later without requiring customer data

What You Will Learn

• Operate Claude in the organization's Team workspace for sell-side solutions work, explaining where it helps, where it cannot be trusted, and why Standard seats and the approved workspace establish the course baseline.
• Apply structured prompting techniques — role, context, task, constraints, and format, refined across multiple turns — to produce specific, business-ready output, and capture proven prompts as reusable templates in a shared team prompt library.
• Use Claude to accelerate customer-opportunity research and inbound RFP analysis — assembling a sourced opportunity brief, extracting requirements into a traceable compliance matrix, and surfacing gaps, risks, owners, and clarification questions for human review.
• Use Claude to draft and refine sell-side solution artifacts — proposal responses, executive summaries, SOW sections, customer clarifications, internal pursuit updates, and delivery handoff notes — grounded in supplied synthetic evidence and owned by the professional.
• Apply a conservative AI-use and validation model for customer opportunities — using synthetic or sanitized inputs, excluding confidential and regulated data, verifying claims and commitments, and documenting safe workflow-automation opportunities for follow-on review.

Prerequisites

• Active role on a sell-side solutions or proposal team with current opportunity workflows — discovery, inbound RFP analysis, solution design, proposal development, SOW drafting, or delivery handoff
• Working familiarity with the team's core document types — participants should have read or contributed to a customer RFP response, proposal, or SOW before; the course teaches AI-assisted production of these documents, not their foundational purpose
• A Claude Team Standard seat provisioned in the organization's workspace and tested before the course begins
• A computer with a modern web browser (Chrome, Firefox, Safari, or Edge) and a reliable internet connection; a second screen is strongly recommended
• Agreement to use only the supplied synthetic course materials during class; no confidential customer, pricing, contract, credential, personal, or regulated data is entered into Claude
• No prior prompting skill or technical background required

Delivery Options

• Virtual instructor-led
• Live, instructor-led