Onsite AI training for marketing and sales teams

    Put AI to work in your marketing and sales.

    Practical, hands-on training that empowers your marketing and sales teams to drive better outcomes with AI. Taught by operators who run AI across marketing and go-to-market every day, not lecturers.

    Book a call Request the curriculum

    A standard 3-module foundation, customizable to your team, your channels, and your objectives.

    Abstract visualization of AI tools used in marketing workflows: chat interfaces, agentic workflows, and custom AI solutions

    Trusted by 50+ brands in finance, e-commerce, and beyond

    Driven
    Gladstone
    BizFund Canada
    Smarter Loans
    Tea For Guys
    Driven
    Gladstone
    BizFund Canada
    Smarter Loans
    Tea For Guys

    Most teams have access to AI. Few know how to get real work out of it.

    Your team has the tools. What they often lack is a practical, hands-on way to turn those tools into reliable marketing outcomes. Generic courses teach features. We teach your team to do the work: better ad creative, sharper campaigns, faster content, smarter analysis, and custom solutions built on your own data.

    This is not a lecture series. It is applied training, built around the marketing and sales work your team runs every day.

    How the training works

    Onsite and hands-on.

    We come to you and train your team in the room, working on your real marketing.

    A standard 3-module foundation.

    Delivered over three days, often one day per week so your team can apply each tool between sessions. Consecutive days are available.

    Roughly 40 percent concepts, 60 percent hands-on.

    Your team leaves having done the work, not just heard about it.

    Delivered onsite at your office anywhere in the world. Remote delivery is available on request.

    The 3 foundational modules

    Every engagement is built on the same foundation. Each module is a full day, focused on one tool and a clear set of marketing and sales applications.

    MODULE 01
    Focus: Claude Chat

    Foundations and Claude Chat

    Understand how AI actually works, learn the ecosystem, and turn Claude Chat into reliable marketing and sales outcomes.

    Claude Chat module visual

    What we cover

    • How AI actually works. A practical mental model for getting reliable results, minus the hype.
    • The AI ecosystem. Claude Chat, Cowork, and Code, ChatGPT, and AI image and video tools, and where each one fits in a marketing or sales workflow.
    • Talking to Claude Chat. Turning everyday questions and tasks into meaningful outcomes.
    • Prompting that gets results. Context, examples, structure, and iteration.
    • Marketing tasks from day one. Campaign briefs, audience and competitor research, data analysis, and first drafts.
    • Sales tasks from day one. Prospect and account research, discovery prep, call summaries, and follow-up drafts.
    • Working accurately. Reviewing output, catching errors, and keeping quality high.

    Hands-on (60 percent of the time)

    • Set up your AI workspace.
    • Run real marketing and sales tasks in Claude Chat: a brief, a research summary, a prospect account brief, a draft.
    • Start a personal library of prompts for recurring work.

    By the end

    Your marketing and sales teams use AI confidently every day and know which tool to reach for.

    MODULE 02
    Focus: Claude Cowork

    Applied use cases and Claude Cowork

    Move from chat to simple agentic workflows, built around the marketing and sales use cases your team runs.

    Claude Cowork module visual

    What we cover

    • What Cowork adds. Moving from chat to a workspace that runs multi-step work.
    • Simple agentic workflows. Giving Claude a goal and letting it work through the steps.
    • Ad creative with AI. Concepts, variations, and direction for image and video.
    • Paid ads. Copy, audience research, and campaign briefs.
    • Email and lifecycle. Segmentation logic and personalized copy at scale.
    • Content and SEO and GEO. Intent mapping, outlines, drafting, and schema.
    • Outbound and outreach. Sequenced email and LinkedIn copy at scale, personalized from real account signals.
    • CRM enrichment and account research. Filling in account data, building target lists, and assembling account briefs.
    • Proposals and follow-ups. Drafting tailored proposals, recaps, and next-step emails from call notes.
    • Competitive and market research. Assembling a full competitive brief, start to finish.
    • Steering the output. Reviewing, correcting, and keeping everything on-brand.

    Hands-on (60 percent of the time)

    • Build a competitive or target-account brief as a simple agent.
    • Stand up a workflow on one of your live campaigns or outbound sequences.
    • Document workflows so the whole team can reuse them.

    By the end

    Your marketing and sales teams have working, reusable workflows for the channels and motions they run every day.

    MODULE 03
    Focus: Claude Code

    Custom solutions and Claude Code

    Build specific, AI-powered marketing and sales solutions, and measure the ROI.

    Claude Code module visual

    What we cover

    • What Claude Code unlocks. Building real, custom AI solutions without heavy engineering.
    • From use case to solution. Scoping a specific marketing or sales problem worth solving.
    • Building with Claude Code. Standing up a working tool on your own data.
    • Connecting to your stack. Making it useful inside the real workflow, from analytics to reporting to content to your CRM.
    • Automation patterns that work. Reporting, lead scoring, CRM enrichment, content drafting, pipeline monitoring, and outreach assistants.
    • Guardrails and QA. Brand safety, accuracy, and human review.
    • ROI and the roadmap. Measuring impact and prioritizing what to build next.

    Hands-on (60 percent of the time)

    • Build a specific AI-powered solution for your team (marketing or sales).
    • Wire it to real data or a real task.
    • Plan the next solutions worth building.

    By the end

    Your team ships something real and has a roadmap to keep building in-house.

    Start from the foundation. Customize from there.

    The 3-module foundation is the right starting point for most teams. From there, we tailor the curriculum to your stack, your channels, and your objectives. Every session is applied to your real marketing.

    Paid media intensive

    Search, social, and creative, built around AI-assisted campaign work.

    SEO, content, and GEO intensive

    Visibility in Google and in AI answers, end to end.

    Lifecycle and email intensive

    Segmentation, personalization, and automated journeys.

    Sales prospecting and outreach

    AI-assisted account research, list building, and personalized email and LinkedIn sequences that actually get replies.

    RevOps and CRM automation

    CRM enrichment, lead scoring, pipeline reporting, and call-to-CRM workflows that keep data clean and reps focused.

    Creative production

    AI image and video for marketing, from concept to output.

    Analytics and reporting automation

    Turning manual reporting into AI-assisted workflows.

    Marketing and sales leadership track

    For directors and leaders setting AI strategy, guardrails, and adoption across go-to-market teams.

    Tell us where your team is and where you want to take it, and we will build the curriculum around it.

    What your team will learn

    • 01Turn Claude Chat into reliable marketing and sales outcomes.
    • 02Navigate the AI ecosystem and pick the right tool for each job.
    • 03Build simple agentic workflows for recurring marketing and sales work.
    • 04Create custom AI-powered marketing and sales solutions.
    • 05Apply AI across ad creative, paid, email, content, SEO, prospecting, and outreach.
    • 06Accelerate prospecting, outreach, CRM hygiene, and pipeline work with AI.
    • 07Measure ROI and prioritize what to build next.
    • 08Keep adopting new AI capabilities with confidence.

    Applied to the work your team actually does

    Every module is tied to real marketing and sales applications. Across the program, your team works on:

    Ad creative, image and video
    Paid ads, search and social
    Email and lifecycle
    Content, SEO, and GEO
    Landing pages
    Prospecting and lead research
    CRM enrichment and hygiene
    Outreach sequences (email and LinkedIn)
    Proposals, recaps, and follow-ups
    Competitive and market research
    Analytics and reporting

    Humans set the strategy. AI does the heavy lifting. Humans sign off.

    We do not teach teams to hand everything to a model. We teach a way of working with three layers: people set the objectives and guardrails at the top, AI runs the analysis, drafting, and execution in the middle, and people review, approve, and handle exceptions at the bottom. Your team stays in control, and the AI multiplies what they can ship.

    01 / Top layer

    People set objectives and guardrails

    02 / Middle layer

    AI runs analysis, drafting, and execution

    03 / Bottom layer

    People review, approve, and handle exceptions

    Built for in-house marketing and sales teams

    Performance and growth teams
    Content and SEO teams
    Lifecycle and email teams
    Creative teams
    Sales and SDR / BDR teams
    Account executives and account managers
    RevOps teams
    Marketing and sales leadership

    From a focused team of five to a full marketing department.

    Taught by operators, not lecturers.

    Simplee Digital has run high-scale performance marketing for 15 years. We do not just teach AI in marketing. We run it every day on our own brands, including Smarter Loans, Canada's leading loan comparison marketplace, and Tea For Guys, a direct-to-consumer brand. The systems and workflows we teach are the ones we use to operate real businesses.

    15 years of performance marketing at scale.

    An AI-native agency that builds and runs AI systems, not just slide decks.

    Trainers who are practitioners, working in these tools daily.

    Your trainer

    Vlad Sherbatov, Co-Founder of Simplee Digital and lead AI training instructor

    Vlad Sherbatov

    Co-Founder, Simplee Digital

    Trained by an operator who runs AI in marketing every day.

    Vlad Sherbatov is the Co-Founder of Simplee Digital and the lead instructor for this program. For 15 years he has built and run performance marketing systems for ambitious brands, and today he runs AI workflows daily across Simplee's own ventures, including Smarter Loans and Tea For Guys.

    He trains in the room with your team, on your real marketing. Every concept is paired with a hands-on exercise on your stack, your channels, and your data, so your team leaves having done the work, not just heard about it.

    Format

    Onsite, hands-on

    Region

    Delivered globally

    Style

    Practitioner, not lecturer

    Book a call with Vlad

    Frequently asked questions

    Empower your team to do more with AI.

    Give your marketing and sales teams a practical, lasting capability, taught by operators who use these systems every day.

    Book a call Request the curriculum