Finding the facts on an account
One participant got back in touch about a technique I’d shown for finding account information when the answer wasn’t obvious.
In person in Ireland · Evenings or weekends only
Practical AI for sales teams.
I’m Joe Bailey. I come to your team in Ireland on an evening or at the weekend. Bring an account you’re preparing for or a report you write every week. We’ll use AI to work through it together, then check the result against your sources.
Tell me your town or county and team size. I’ll send a written quote before you book.
Sales and training experience
I teach this from the sales floor.
I’ve carried a national account sales target and beaten it. At Indeed, I’ve run hands-on AI sessions for two sales-team groups, showing colleagues how to use ChatGPT and Codex in account work.
My aim is for a rep to be able to do the job again without me: find the right information, draft something useful and explain what they checked.
What people took away
Putting AI to work on reporting
After I introduced a colleague to the tools, they told me they’d set up AI to help produce a report and were spot-checking the output.
Both examples are paraphrased from feedback colleagues shared with me at work.
The work we can practise
Start with a sales task your team recognises.
We can use an account brief your team is allowed to share to separate known facts from assumptions and suggest discovery questions. Reps check the sources and choose what they would actually ask.
Or we can turn approved call notes into a draft follow-up, checking priorities, commitments and dates before anyone sends it. Deal-review notes are another way to practise identifying missing information and next questions.
We’ll agree a useful focus for your group before the workshop.
Explore the sales workflows ↗Workshop settings
These digitally edited photos illustrate a team discussion, a meeting room and a larger workshop.
What I learn, I share.
First I listen to how you work. Then we try a useful idea together. I’ll show you what I learned, including what went wrong, so you can use it yourself and teach someone else.
Explore the workshop ↗
A little about me
Meet Joe Bailey.
I’ve spent over 20 years in sales. In national account sales, that means going into a customer meeting with the facts straight and coming out clear on what I’ve promised. I use AI to prepare for those conversations and draft the follow-up. I check the figures and commitments myself before anything goes to a customer.
I’m one of the heaviest users of AI in my workplace. OpenAI reached out to me directly to ask how I use its tools and what could work better in the next version.
Discuss your workshopWorkshop enquiry · Ireland
Tell me where your team is based.
Tell me your Irish town or county, team size and whether an evening or weekend would suit. I’ll check availability and send you a written quote. Enquire about a workshop
Email baileyj79@gmail.com