AI-Powered Sales Workflows for B2B SaaS
8 modules · 43 lessons · $197 one-time
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Sample course — Curio AI

AI-Powered Sales Workflows for B2B SaaS

The complete system for replacing manual prospecting with AI-driven pipelines — so your sales team closes more deals without adding headcount.

8 modules 43 lessons Video + workbook
$197 One-time payment · Lifetime access
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Who this is for
Full curriculum

8 modules · 43 lessons

Module 1
Why Most B2B Sales Teams Waste 60% of Their Time
Diagnose where your pipeline is leaking time and why the fix isn't more reps — it's smarter workflows.
The real cost of manual prospecting (and why no one adds it up)
Where AI replaces effort vs. where it multiplies it
The three pipeline stages where AI has highest ROI
Auditing your current workflow: a one-hour exercise
What "AI-assisted" actually means for a 5-person sales team
Module 2
Building Your ICP Intelligence Engine
Use AI to build a living, auto-updating profile of your best-fit buyers — so every rep starts every call prepared.
Defining ICP signals that AI can actually find
Scraping and enriching accounts with AI tools (Clay, Apollo, GPT)
Building a trigger-based watch list for buyer intent signals
Scoring leads automatically from LinkedIn and CRM data
Feeding enriched ICP data into your outbound sequences
Module 3
Building an AI SDR Pipeline
Design a full prospecting workflow where AI handles research, personalization, and sequencing — freeing your humans for conversations that close.
The AI SDR stack: which tools do what (and what overlaps)
Automating account research from job postings, news, and funding signals
Writing personalized first-touch emails at scale without sounding generic
Multi-channel sequencing: email + LinkedIn + phone with AI assist
Handoff protocols: when AI stops and a human takes over
Measuring SDR pipeline quality, not just volume
Module 4
AI-Assisted Discovery and Qualification
Get reps into discovery calls better prepared and out of bad-fit deals faster using AI pre-call intelligence.
Building a pre-call brief that takes 3 minutes instead of 30
Using AI to surface the three highest-value discovery questions per account
Real-time call assistance: what works and what's distracting
Qualification scorecards your reps will actually fill out
Using call transcripts to improve your ICP definition over time
Module 5
Proposals, Follow-Ups, and Deal Acceleration
Cut the time from "interested" to "signed" by automating the document work and follow-up logic that slows every deal down.
Generating first-draft proposals from call notes in under 10 minutes
Customizing proposals to each buyer's stated priorities (not a template swap)
Follow-up sequences that adapt based on prospect behavior
Objection libraries: building and using AI-generated responses
Champion enablement: giving internal buyers the words to sell for you
Module 6
CRM Intelligence and Revenue Operations
Turn your CRM from a data entry burden into a live intelligence layer your whole revenue team actually uses.
Auto-logging calls, emails, and next steps without manual entry
Forecasting accuracy: using AI to flag at-risk deals before they slip
Pipeline hygiene automation: who handles stale deals and how
Building dashboards your CRO will actually reference in reviews
Connecting outbound signals to closed-won data for feedback loops
Module 7
Scaling What Works: Coaching, Playbooks, and Replication
Use AI to identify what your top reps do differently — then systemize it so your whole team can replicate it.
Analyzing call recordings to extract winning patterns
Building rep-specific coaching briefs from conversation data
Turning your best reps' approaches into reusable playbooks
Onboarding new reps in half the time with AI-generated training materials
Module 8
Your 60-Day AI Sales Transformation Plan
A sequenced implementation roadmap for rolling out AI-powered workflows without disrupting your existing pipeline.
The rollout order that doesn't blow up your current quarter
Picking your first 3 workflows to automate (and the ones to skip)
Change management: getting reps to actually use the new system
Measuring success: the 5 metrics that prove ROI to leadership
What to build next once the foundation is in place
🔒
6 more modules inside

Modules 3–8 cover AI SDR pipeline, discovery, proposals, CRM intelligence, rep coaching, and your 60-day transformation plan. All yours with course access.

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8 modules. 43 lessons. One price.

Everything your sales team needs to move from manual research to AI-driven pipelines — without buying a new tool every quarter.

$197
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Sample lesson

Module 3, Lesson 3: Writing Personalized First-Touch Emails at Scale Without Sounding Generic

Personalization at scale is the problem every B2B sales team says they've solved. Almost none of them have. What they've actually built is a mail merge with a custom opening line — and buyers have learned to recognize it in about four words.

The real problem isn't execution volume. It's that genuine personalization requires research, and research doesn't scale manually. What AI changes is the research step, not the writing step.

Here's the approach that actually works: use AI to extract three or four specific, relevant signals from a prospect's public footprint before you write a single word. Job postings that indicate strategic priorities. Recent LinkedIn posts that reveal active problems. Press releases or news that suggest timing. Product reviews that show what their customers are complaining about.

The Signal-First Framework

Before writing the email, your AI workflow surfaces a "signal brief" for each account: a two or three sentence summary of what this company is visibly working on right now, and why that makes them a fit for your solution at this specific moment.

That brief is what the email leads with — not your product, not your value proposition, not a compliment about their website. The prospect's problem first, your solution second.

Example brief (AI-generated): "Acme Corp posted three SDR roles last month and their CEO published a LinkedIn post about scaling outbound without growing the team. Their pricing page was redesigned last quarter to emphasize self-serve — they're trying to shift CAC down while still hitting pipeline numbers."

That takes an AI workflow about 90 seconds per account. Writing the email from that brief takes a human about three minutes. Forty accounts per morning, fully researched.

The Structure That Converts

First-touch emails that get replies have one thing in common: they're short and they're specific. Three to five sentences. One clear signal. One question or one clear ask.

Opening line: their situation, not yours. ("You're scaling outbound but trying to keep the team lean — that's a hard combination right now.")

Middle: one sentence on what you do, framed as a direct response to that situation. Not a product description — a solution to the problem you just named.

Close: a question or a soft ask that's easy to say yes to. Not "Do you have 30 minutes?" — that's a high-commitment ask from a stranger. Instead: "Is this something on your radar for Q3, or already solved?"

What AI Does and Doesn't Handle

AI handles the research, the signal extraction, and the first draft. A human reviews and approves before anything sends — not because the AI gets it wrong, but because a rep who's read the brief is a better closer on the follow-up call. The point isn't to remove humans from outbound. It's to remove humans from the forty-five minutes of research that happened before the outbound used to start.

🔒

The rest of this lesson — including the full AI workflow setup, prompt templates, and the complete 8-step signal-extraction process — is in the full course.

Curio built this in 4 minutes

This full curriculum — 8 modules, 43 lessons, learning objectives, pricing, and sample lesson — was generated by Curio in under 5 minutes from a single topic prompt. No templates. No manual outlining. Just a subject and a button.

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Illustrative customer stories
★★★★★

"We cut our SDR research time by about 70% in the first month. The signal-brief approach from Module 3 is the one thing I've shared with literally every sales leader I know since."

— [Name], [City] · Head of Sales, B2B SaaS
* Illustrative example — not a verified customer
★★★★★

"Module 5 alone — the proposal generation workflow — got us from 4-day turnaround to same-day. We closed two deals that month that I'm confident we would have lost on timing before."

— [Name], [City] · AE, Series B SaaS
* Illustrative example — not a verified customer
★★★★★

"The CRM intelligence module finally gave me a forecast I could actually defend to the board. We had 4 at-risk deals flagged in week one that had been marked 'likely close' for weeks."

— [Name], [City] · VP Revenue, SaaS startup
* Illustrative example — not a verified customer

Stop losing deals to manual work.

Eight modules. A repeatable AI sales system. One purchase. If your team is still spending hours on research that closes no deals, this is the fix.

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