AI Mastery for Financial Professionals
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AI-Powered Lead Targeting
How to use LinkedIn Sales Navigator for B2B prospect filtering
How to use PhantomBuster for LinkedIn scraping for lead list
How to use ChatGPT for pre-qualiflying leads
3 lessons, 3 quizzes
Sales Automation
How to use Zapier AI Orchestration Platform to embed AI into workflows, chotbots, and automation triggers
How to uze Zapier Canvas to visually map and automation sales systems
2 lessons, 2 quizzes
AI-Powered Engagement & Follow-Up
How to use Zapier to automate CRM data updates
How to use ChatGPT to draft AI-personalized responses
How to use Apollo.io to generate AI-powered cold email outreach
3 lessons, 3 quizzes
CRM & Data Insights
How to use Databox AI for forecasts & performance summaries
How to use Databox to create Interactive Visualization of your data
2 lessons, 2 quizzes
CRM & Data Insights
How to use Databox AI for forecasts & performance summaries
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