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First Steps in AI Prompting for Sales Professionals — Five Order Form Fields and Practical Recipes

Even the same AI gives different answers depending on how you ask. Learn how to use a five-part prompt to create sales-floor messages and consultation materials with AI.

3 learners are taking this course

Level Beginner

Course period Unlimited

gemini
gemini
ChatGPT
ChatGPT
prompt engineering
prompt engineering
claude
claude
gemini
gemini
ChatGPT
ChatGPT
prompt engineering
prompt engineering
claude
claude

What you will gain after the course

  • How to Write Prompts Using the Five Sections of an Order Form (Role · Situation · Task · Format · Conditions)

  • Nine Prompts and Practical Recipes for Different Situations in Personal Insurance, Financing Sales, and Corporate Sales

  • Five Techniques for Improving Answer Quality, and 5 Phrases for Fixing Answers

  • Removing personal information, checking the original text, and company review — 3 essential safety rules to follow

  • 50 Practical Prompts to Use Every Day After the Course (Copy Button Included)

The difference lies in the 'prompt'.

We asked the exact same AI the exact same question, yet some people get useless answers while others get answers that leave them amazed. It’s not because they’re bad with technology, nor is it because of their age. The difference is whether they asked casually or gave the right instructions.

This course begins by treating AI as a “brilliant new hire who has read many books but doesn’t know our company or my customers.” Just fill in five boxes—role, situation, task, format, and conditions—as if you were assigning work to a new employee. No difficult technical terms or coding are involved. You can write in Korean, just as you would send a KakaoTalk message.

A recipe you can follow right away, exactly as it appears in your work situations

In the main section, we follow the day of Team Leader Park, an insurance planner; Executive Choi, a corporate finance salesperson; and Manager Jung, a corporate sales manager, creating a greeting text, explanations of difficult terms, practice responses to customer objections, and questions to prepare for a first meeting with AI. When 'Try it yourself' appears on the screen, pause briefly and type it in exactly as shown.

The advanced section is the time to put what you’ve learned into practice. It brings together nine practical recipes—three for each field—five phrases for refining answers, and frequently asked questions from students (such as what to write, whether a paid subscription is required, and whether it works on a mobile phone). The prompts you type along with in the course are compiled as text in the lesson materials PDF, so you can copy and use them as-is.

Preparation by AI, decisions by you, verification by experts and the original sources

AI can be convincingly wrong. That’s why this course covers how to use it safely alongside how to use it quickly. AI is a tool to delegate drafting to, while numbers, terms and conditions, tax laws, and product decisions should always be verified against the original sources, company procedures, and professionals such as tax accountants, labor attorneys, and lawyers. Please get started with the mindset that AI isn’t taking your work away, but giving you back time to meet with customers.

Customer personal information is not entered into AI, and all informational and advertising materials sent to customers must go through the company’s review and compliance procedures.

Class materials

  • FirstStepsWithPrompts_DistributedMaterials.pdf — 204 main presentation slides (5-part order form, field-specific examples, and safety guidelines) plus a collection of 12 follow-along prompts (text can be copied)

  • Practical Recipes_Handout.pdf — Advanced lesson materials. A collection of 9 recipes, 5 phrases for correcting answers, and order forms ready to copy and use.

  • Top 50 Prompts — 50 practical prompts to use every day after completing the course. There are 10 prompts each in five areas: personal insurance, funding sales, corporate sales, common tasks, and advanced techniques. All are structured using five order-form fields. When you open the HTML file, each prompt has a [Copy] button.

Replace the square brackets [ ] with your own situation.

After downloading the course materials, cancellation is not possible. The course materials may not be distributed or shared without permission.

※ Team Manager Park, Director Choi, and Executive Director Jung in the lecture are fictional characters, and the AI response screens are examples provided to aid understanding (actual responses may vary). The narration is an AI voice trained on CEO Lee Sang-soo’s own voice, and some of the images were created using AI.

Recommended for
these people

Who is this course right for?

  • Insurance agents who want to try using AI but don’t know where to start

  • Funding sales representative who helps small and medium-sized business owners with financing consultations

  • Corporate sales professionals who spend a lot of time preparing for their first meeting with a company’s CEO

  • Those who were disappointed because asking AI only gave them the obvious answers.

  • Sales professionals in their 50s who consider themselves technologically inept (you can follow along using just a mobile phone and verbal instructions)

Need to know before starting?

  • No prior knowledge is required. If you can send a KakaoTalk message, that’s enough.

  • A free account on any one of ChatGPT, Claude, or Gemini will do (no paid subscription required).

Hello
This is sangsu09160857

I’m Lee Sang-soo, CEO of LBIZ Partners. For over 20 years, I have provided management consulting to small and medium-sized enterprises, delivering training and advisory services to around 1,000 companies. More recently, I have worked with over 500 graduates through AI utilization training programs. I am the author of *Successful Companies Clearly Have Special Reasons* and *Management Consulting Is Over*, and I hold an Advanced AI Utilization Master certification and International Lead Auditor certifications in three ISO standards. I make AI techniques easy to understand and immediately applicable for sales professionals and business owners.
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