AI for Business: productivity and processes

A practical, modular programme for using artificial intelligence in the day-to-day work of lead generation, content and sales, cutting working time and raising the quality of the results.

Duration: 12 hours: 4 modules of 3h, also available individually

Format: Online, at our offices in Bergamo or at your company

Target: For the whole company, marketing, sales and project managers

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Who it is for

The whole company: learns to use generative AI in everyday work, with a shared method and no overlap between tools.
Marketing and communication teams: use AI to speed up research, writing and the reuse of content across channels, while staying consistent with their brand.
Sales teams and project managers: integrate AI into the sales process, from qualifying prospects to follow-up, and into generating qualified leads.

What you will learn

What AI can really do in day-to-day work, and where it should not be used
Writing effective prompts to get useful answers, not generic ones
Building a “Lead Generation Engine” with AI: from micro-offer to qualified lead
Applying a method for writing content consistent with your brand, from research to final review
Using AI to analyse and summarise documents, meetings and notes
Integrating AI into every stage of the sales process, from prospect research to closing

The programme

Module 1 – AI literacy and alignment (3h) – for the whole company

An introduction to generative AI and the main LLMs (ChatGPT, Gemini, Claude); what AI can really do in day-to-day work; common mistakes, limits and risks; how to write more effective prompts; hands-on exercises.

Module 2 – AI lead generation (3h) – for marketing and sales

The 5 steps to building a Lead Generation Engine with AI; developing micro-offers based on real needs; creating lead magnets; capturing, warming up, segmenting and qualifying contacts.

Module 3 – AI for content, research and document summaries (3h) – for copywriting, social media and marketing

A multi-stage method for writing content with AI — from understanding the brief, to planning the structure, to writing, through to review and adaptation to different channels; researching and analysing online sources; writing texts consistent with your brand (articles, posts, emails, landing pages); summarising documents, meetings and notes with AI; reusing content across channels; support in preparing presentations.

Module 4 – AI for sales (3h) – for sales and project managers

AI supporting the 8 stages of the sales process: prospect research and qualification, preparation and analysis, first contact, needs discovery, presenting solutions, handling objections, closing the deal, follow-up.

FAQ

Is the course available online?

Yes — online, at our offices in Bergamo, or at your company.

Can I attend just one module, without taking the whole programme?

Yes. Each module is designed for a specific audience within the company and can also be purchased on its own; attending all 4 modules completes an end-to-end AI literacy programme.

Does the course cover generating images or videos with AI?

No. The programme focuses on analysis, writing, organising information and supporting marketing, sales and lead generation. It does not cover image or video generation tools, or the technical side of software development.

Does the course go into my company's specific processes?

The programme shares methods and ways of working that apply across the business; on request, the modules can be tailored with examples drawn from your company’s context.

How do I receive the certificate?

At the end of the programme (or of each individual module attended) you receive an OTO Agency certificate of attendance.

Bring this course to your company

Want to run AI for Business: Productivity and Processes for your team?

Tell us about your situation: how many people, what you want to achieve, your timings. We will propose the format that fits best — in person, online, or at our offices in Bergamo.