Research an account
Collect the facts from supplied sources and separate them from assumptions.
Their role. Their next step.
AI training for sales teams. Ground the conversation.
Planned AI training for sales teams practises preparation and review: researching an account from real sources, writing outreach that asks a relevant question, preparing discovery and summarising calls without losing the unknowns. Each lesson ends with a task in the AI tool the team already uses, graded against a visible rubric.
Your team’s next chapter
Start with a useful first step.
Planned launch trial: 7 days, card required, up to 5 seats.
You will continue on the Tosheo.ai app to create your account and review the trial terms.
Six skills worth putting to work.
Write relevant outreach
Connect a verified account detail to a suitable question without inventing a relationship.
Prepare discovery questions
Ask about needs and constraints rather than assume a buyer has a particular problem.
Practise objections
Develop possible responses while keeping pricing and product claims within the approved facts.
Summarise a call
Preserve decisions, unknowns and next actions from a fictional transcript.
Review the message
Check names, claims and tone before anything reaches a prospect.
Outreach from a supplied account brief
A fictional operations firm has opened a second office and advertises for project coordinators. Your supplied product brief describes a shared planning workspace but includes no customer outcomes. Draft a short discovery email asking about project handoffs. Use only those facts, avoid claiming the firm has a handoff problem and explain how you checked the draft.
Grounding
Account and product details stay within the supplied facts.
Buyer respect
The message asks a relevant question rather than making an unsupported diagnosis.
Review trail
The learner identifies assumptions, removes invented proof and explains the final call to action.
01 / Their role. Their next step.
How is this different from sales automation?
The focus is the rep reviewing the work, not sending more messages. Practice should make a rep better at identifying assumptions, preparing a useful question and checking an account fact. A generated email is an intermediate draft that still needs the rep's judgement.
Tosheo.ai does not send email, connect to a CRM or run sequences. The planned role path combines a 5-minute diagnostic with short explanations, worked examples and practical tasks, so each rep starts at a level that fits how they already use AI.
02 / Their role. Their next step.
What should a sales team practise first?
Start with account research and the first outreach email, because that is where generated text most often invents a relationship or a problem. A model asked to 'personalise' an email will happily say 'I noticed your team is struggling with handoffs' when nothing in the research says so.
The planned lesson on this works in three steps. The explanation shows the difference between a verified account fact, such as a published job advert or a new office, and an inference about the buyer's problems. The worked example shows a draft that turns 'the firm is hiring project coordinators' into 'your projects are falling behind', and the edit that turns it back into a question. The task then asks the rep to do the same with a fictional account brief and explain each change.
03 / Their role. Their next step.
What does a call summary lesson look like?
Call summaries are the second core skill, because a summary that drops an unknown can lose a deal or create a wrong commitment. A fictional transcript excerpt: the buyer says they are 'looking at options for the second half of the year', that finance 'will need to see numbers' and that they 'might' involve their IT lead.
A loose AI summary records: 'Buyer committed to H2 purchase. Next step: send pricing to finance. IT lead to join next call.' Each line is firmer than what was said. The checked summary reads: 'Evaluating options for H2, no commitment. Finance will want a cost case; who in finance is unknown. IT lead may be involved; confirm before the next call.' The rubric scores whether decisions, unknowns and next actions are kept distinct and whether anything was promised that the transcript does not support.
04 / Their role. Their next step.
What does the first month look like for a sales team?
A realistic first month is a few short lessons a week per rep, fitted around selling time, with one team review of real work. The plan below is a suggested rhythm, not a measured result.
Week 1: set up and diagnose
The manager selects the Sales role and the team's AI tools and invites the reps, and on the planned Growth plan can upload a sales playbook for context. Each rep takes the diagnostic and a first lesson on account research.
Week 2: outreach
Lessons on connecting a verified fact to a relevant question, without invented familiarity or proof.
Week 3: discovery and objections
Preparing questions about needs and constraints, and practising objection responses that stay within approved product and pricing facts.
Week 4: call summaries and a scenario
Summarising a fictional transcript, then a practice scenario scored against a visible rubric. The manager reviews one real AI-assisted email or summary with each rep.
05 / Their role. Their next step.
What will the sales manager see?
The planned dashboard shows who is active, completion, an average skill level and a per-person view across the sales skill map, with a weekly email digest and a reminder for inactive learners. It does not show reps' raw chat logs.
Use it to choose where to coach, not as a leaderboard. A rep strong at outreach and weaker at call summaries needs a different conversation from one who has not started. For the real work, ask the rep to show the supplied material, the first draft and the final edit, and explain which claim they removed.
06 / Their role. Their next step.
What do sales leaders usually ask before buying?
The common questions are about time away from selling, overlap with sales tools and price.
Reps will not give up selling time
Planned lessons take 10 to 15 minutes and are designed to fit between calls. Nudges and a weekly digest help, but a manager who protects a little time matters more.
Our sales platform already has AI
Built-in AI writes faster drafts. It does not teach a rep to spot an invented claim or a softened next step. The two work together.
What does it cost?
The planned Team plan is $19 per seat per month with a five-seat minimum, or $15 per seat per month billed yearly. Prices are a starting hypothesis; the pricing page has the detail, including the planned Growth plan.
Can we use our own playbook?
Company document grounding is on the planned Growth plan, which allows 1 to 5 documents. Documents are planned to be isolated per company and never used to train models.
07 / Their role. Their next step.
When is this not the right training for a sales team?
If you need training on a specific CRM, a sales methodology or negotiation, choose a specialist provider; this path is about using AI tools well within the sales work you already do. If your reps work in languages other than English, note that lessons are planned in English only at launch.
The product is pre-build. The six skills and the task below describe the intended role experience; they are not a record of completed customer training or validated assessment performance.
Before you decide
A few good questions.
What does this cost for a sales team?
The planned Team plan is $19 per seat per month with a five-seat minimum, or $15 per seat per month billed yearly. A 7-day free trial is planned, with a card required and up to five seats. Pricing is a starting hypothesis; see the pricing page.
Will everyone need the same lesson?
No. The planned diagnostic places each rep, and the adaptive path changes difficulty based on how they perform, so a new rep and an experienced one in the same role get different practice.
Does Tosheo.ai connect to our CRM?
No. CRM and email integrations are not included. Reps complete tasks in the AI tool the team uses, such as ChatGPT, Claude, Gemini or Copilot, using fictional or approved material.
Do we need to share real prospect information?
No. The practice tasks use fictional accounts and transcripts. Follow your company policy and the tool's terms before putting real prospect or customer details into any AI tool.
Who grades the tasks?
Tasks are planned to be graded by AI against a rubric the rep can see, with specific feedback. A rep who disagrees with a score can flag it for review.
Keep exploring.
AI in sales: practical uses and limits
Take a closer look ↗Compare the planned team options
Take a closer look ↗AI training for marketers
Take a closer look ↗How practice scenarios are scored
Take a closer look ↗What the manager dashboard shows
Take a closer look ↗Writing emails with AI, and checking them
Take a closer look ↗A useful next step
Give your team a path, not another playlist.
Explore the planned role-specific lessons, practical tasks and manager view.
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