🤖 AI & IT Training
B2B Sales Lead Generation Automation with AI Agents
From lead classification to tailored proposals in 4 hours
⏱ Training hours4 hours
🏢 FormatOn-site delivery · Customized design
👤 InstructorJohn Kim
✅ Key outcomeApply the lead grading sheet, segment report, and priority list you build in class on the job right away
A hands-on workshop that turns a pile of idle leads into real revenue. Participants bring a real lead CSV from their own company and, with Claude agents, (1) automatically classify leads into A/B/C grades, (2) analyze segments by industry, and (3) extract priority contacts. They then use vibe coding to finish a “select a lead → auto-generate a tailored proposal” web app on their own laptops. This is not a spectator session. It is a 4-hour intensive (demonstration:practice = 2:2) in which you build everything yourself, start to finish.
💻 Start learning this topic with an online course →Who is this course for?
Ideal for B2B sales reps and team leads with piles of leads they can’t put to use, and for marketing and sales practitioners adopting AI in their sales work for the first time. It is not limited to any one industry: it is a general-purpose course where each participant practices with their own company’s leads and products.
What will you learn?
- Understand the difference between chatbots and agentic AI, and identify which repetitive sales tasks to automate
- Use Claude Cowork to automatically classify your leads into A/B/C grades and analyze segments by industry
- Extract the “top priority leads to contact” based on data
- Use Claude Code (vibe coding) to build a web app that lets you 'select a lead → auto-generate a tailored proposal'
- Complete the workflow of auto-generating proposals and call/email scripts, then saving and sharing them as PDFs
Curriculum
Module 1: Why AI lead generation now
- A historic turning point – chatbots vs. agentic AI: what is fundamentally different?
- “A digital sales rep by my side” – the 4 core functions of agentic AI
- Automation priority #1 – diagnosing the top 5 repetitive tasks in sales
- Overview of today’s two tools (Claude Cowork and Claude Code) and what each is used for
- 5 prompt-writing principles that drive results
- [Sample exercise] Create a Cowork project & upload your company’s lead CSV
Module 2: Lab 1 – Automatically classify your own leads
- Prompt ①: Auto-grade leads A/B/C — design the criteria together, then run it live
- Prompt ②: Segment analysis by industry — decide where to focus sales resources
- Prompt ③ Extract the top 20 leads to contact first – complete a data-driven call list
- 3 tips for optimizing CSV files — column cleanup, encoding, and handling missing values
- 3 common errors and how to fix them on the spot
- Deliverables – grade table + segment report + priority list
Module 3: Lab 2 – Build a tailored proposal generator app
- Cowork vs. Code – criteria for deciding which to use and when
- Vibe coding in 3 steps — Review (confirm what Claude sees) → Plan (agree on the blueprint) → Go (start execution)
- Gather inputs for your web app – set up your company’s product materials (catalogs, spec sheets)
- Step-by-step build — specify the app → generate → run → pick a company → auto-generate a proposal
- Using the results – save as PDF and auto-generate call/email scripts
- Deliverable – one “custom proposal generator for your company” web app
Module 4: Extensions, safety, and on-the-job use
- Extensions — add data / customize the design / share the app with your team or organization
- Safety rules & troubleshooting guide – key checkpoints for real-world rollout
- 3 real-world scenarios — post-trade-show follow-up, new lead response, and regular campaigns
- Build an action plan for your team – what will you automate starting tomorrow?
- Key takeaways & next steps
Tools used in this course
Expected results / After the course
- Put the lead grade table, segment report, and priority list you finish in the session to work right away
- Leave with one proposal generator web app tailored to your own products
- Significantly cut the repetitive work between lead cleanup and proposal writing
About the instructor
John KimInstructor John Kim, author of “B2B Marketing Design” and CEO of Nanum ConsultingView profile →
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We tailor this course to your company
From diagnosis to execution — Nanum Consulting
FAQ
Yes. This course is designed for sales and marketing professionals with no coding background. You don’t write code to build the proposal generator web app. You use 'vibe coding', giving Claude instructions in plain language, so you can finish it within 4 hours even with no programming experience.
Please bring a laptop (Chrome browser recommended), a paid Claude subscription (to use Cowork and Code features), a CSV of your company’s leads to use in practice (trade-show business cards, database, CRM export, etc.; at least 50 records recommended), and 1–2 introductory materials for your company’s main products. Everyone practices with their own company’s real data.
Ideal for B2B sales reps and team leads with piles of leads they can’t put to use, and for marketing and sales practitioners adopting AI in their sales work for the first time. It is not limited to any one industry: it is a general-purpose course where each participant practices with their own company’s leads and products.
This is a 4-hour hands-on workshop in total (2 hours of demonstration + 2 hours of hands-on practice). Cost varies with the number of participants and the format (online/offline). We provide a customized quote after understanding your company’s size and requirements.
B2B Sales Lead Generation Automation with AI Agents
From lead classification to tailored proposals in 4 hours
Training objectives
- Understand the difference between chatbots and agentic AI, and identify which repetitive sales tasks to automate
- Use Claude Cowork to automatically classify your leads into A/B/C grades and analyze segments by industry
- Extract the “top priority leads to contact” based on data
- Use Claude Code (vibe coding) to build a web app that lets you 'select a lead → auto-generate a tailored proposal'
- Complete the workflow of auto-generating proposals and call/email scripts, then saving and sharing them as PDFs
Expected results
- Put the lead grade table, segment report, and priority list you finish in the session to work right away
- Leave with one proposal generator web app tailored to your own products
- Significantly cut the repetitive work between lead cleanup and proposal writing
Curriculum
Module 1Module 1: Why AI lead generation now
- A historic turning point – chatbots vs. agentic AI: what is fundamentally different?
- “A digital sales rep by my side” – the 4 core functions of agentic AI
- Automation priority #1 – diagnosing the top 5 repetitive tasks in sales
- Overview of today’s two tools (Claude Cowork and Claude Code) and what each is used for
- 5 prompt-writing principles that drive results
- [Sample exercise] Create a Cowork project & upload your company’s lead CSV
Module 2Module 2: Lab 1 – Automatically classify your own leads
- Prompt ①: Auto-grade leads A/B/C — design the criteria together, then run it live
- Prompt ②: Segment analysis by industry — decide where to focus sales resources
- Prompt ③ Extract the top 20 leads to contact first – complete a data-driven call list
- 3 tips for optimizing CSV files — column cleanup, encoding, and handling missing values
- 3 common errors and how to fix them on the spot
- Deliverables – grade table + segment report + priority list
Module 3Module 3: Lab 2 – Build a tailored proposal generator app
- Cowork vs. Code – criteria for deciding which to use and when
- Vibe coding in 3 steps — Review (confirm what Claude sees) → Plan (agree on the blueprint) → Go (start execution)
- Gather inputs for your web app – set up your company’s product materials (catalogs, spec sheets)
- Step-by-step build — specify the app → generate → run → pick a company → auto-generate a proposal
- Using the results – save as PDF and auto-generate call/email scripts
- Deliverable – one “custom proposal generator for your company” web app
Module 4Module 4: Extensions, safety, and on-the-job use
- Extensions — add data / customize the design / share the app with your team or organization
- Safety rules & troubleshooting guide – key checkpoints for real-world rollout
- 3 real-world scenarios — post-trade-show follow-up, new lead response, and regular campaigns
- Build an action plan for your team – what will you automate starting tomorrow?
- Key takeaways & next steps
About the instructor
John Kim, Lead Instructor
10 years in industry · 15 years teaching (3,000+ lectures)
Education
· MBA (advanced major: Marketing), Korea University Graduate School of Business (graduated)
· Sungkyunkwan University Consultant Program (completed)
· Sogang University Graduate School of Business, Short-Term MBA (completed)
· Seoul National University Lifelong Education Instructor Development Program (completed)
· Chung-Ang University, B.A. in English Language and Literature (graduated)
Experience
· Current: CEO, Nanum Consulting
· Formerly at Hyosung Corp., Daeduck Electronics and Shinhan Diamond: overseas assignments and strategic planning (10+ years)
· Current partner instructor, Expert Consulting
· Current: Partner instructor, PSI Consulting
· (Current) Partner instructor, Korea SMEs and Startups Agency and SME Training Institute
Credentials and publications
· Certified consultant
· Certified teacher
· Completed official IDEO Design Thinking training
· B2B Marketing Design (1 Apr 2025)
· The Chinese Diamond Tool Market: Present and Future (co-authored, Korea Tool Association)
· Battles That Changed History and Innovative Weapons (in progress)