Join us for a dynamic 2.5-hour workshop where you’ll learn how to leverage AI
to streamline lead management. We’ll use a real-world case study to show you
how to categorize leads by NAICS code, manage them in Excel, automate outreach
with Mail Merge, and quickly generate persuasive letters using AI.
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Library to Get Leads’ NAICS Code
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Core Competency: Accurately identify and categorize
business leads using standard industry codes.
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Learning Outcome: Quickly find, interpret, and apply
NAICS codes to refine lead databases.
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Using Excel to Manage Leads
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Core Competency: Organize and track leads using Excel’s
powerful data tools, formulas, and conditional formatting.
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Learning Outcome: Implement best practices for maintaining
current, actionable lead lists.
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Create Mail Merge Using Word
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Core Competency: Merge Excel data with Word to produce
customized letters or emails for personalized outreach.
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Learning Outcome: Save time and effort by automating bulk
communication while retaining a human touch.
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Write Letters Using AI
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Core Competency: Employ AI-driven writing tools to quickly
draft professional, persuasive content for various audiences.
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Learning Outcome: Gain confidence in using AI assistance
for refining tone, structure, and messaging in your outreach.
Takeaway: By the end of this workshop, you’ll be equipped
to enhance your lead management pipeline—from accurate lead categorization
and seamless data handling to more effective, personalized communication
strategies.
