In person in Ireland · Evenings or weekends only
Work through the tasks your reps already do: researching an account, making sense of a report, drafting a follow-up and preparing for a deal review. We’ll practise together using tools and information your team can use.
Enquire about a workshopI run this workshop in Ireland only, on evenings or weekends. Tell me your town or county, team size and preferred timing. I’ll check availability and send a written quote.
Inside the workshop
These are exercises we can work through in the same workshop. We’ll agree which examples fit your team and the tools you can use before booking.
Use public sources and approved account notes to write a short brief. Identify what you know, what you still need to find out and what you want to ask on the call.
Work through an approved or fictional sales report. Find the important figures, explain a change and draft a clear account update without overstating what the data shows.
Turn meeting notes into a draft that reflects the customer’s priorities, agreed actions and questions still to resolve.
Use approved deal notes to organise the evidence, missing information and next steps for a rep and manager to discuss.
Work directly with Joe
We’ll agree the team’s task, the tools you can use and the information suitable for the workshop. Public, fictional or anonymised material can give us a useful starting point.
We’ll review each output against its sources. Your team stays responsible for customer communication and commercial decisions, so checking the work is part of the practice.
These digitally edited photos illustrate a team discussion, a meeting room and a larger workshop.
Sales and training experience
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.
One participant got back in touch about a technique I’d shown for finding account information when the answer wasn’t obvious.
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.
One workshop · By enquiry
I run workshops in Ireland only. Choose an evening during the week or a time at the weekend. We’ll discuss your team, the work you want to practise and suitable availability before booking.
Evening or weekend · In person
Practise the agreed account research, reporting, follow-up and review examples together. We’ll settle the session length, examples and any materials around what is useful for your team.
Your written quote sets out the date, location, session length, scope and fee before you book.
One workshop, scoped for your team. Specific dates depend on availability and are confirmed in writing.
Joe runs the workshop in person in Ireland on weekday evenings and at weekends. Send your town or county, team size and preferred timing so Joe can check availability.
Choose account preparation, reading a sales report, writing a follow-up or reviewing a deal. Your team works through an example and checks the result against the source material.
Joe provides a written quote once you agree the location, scope, session length and materials. The quote includes the fee and proposed date before you book.
Public, fictional or suitably anonymised examples work. Agree the tools and material your team can use with Joe before the workshop.
A customer has just finished a call. Use these fictional notes to practise spotting which commitment belongs in a follow-up.
“Please send the revised outline on Friday. We’ll check the budget internally first. Nothing is signed yet.”
“I’ll send the revised outline on Friday. Once you’ve reviewed the budget internally, we can agree the next step.”
The rep owns the outline. The customer owns the budget review. The notes give no basis for claiming that funding or the deal is approved.
Enquire about a workshop
Email baileyj79@gmail.com