ChatGPT
Claude
Gemini
Microsoft Copilot
HubSpot
PipedriveQualified lead lists and same day SOWs, inside the CRM you already pay for.
Waboom AI runs AI training for sales teams on Claude, ChatGPT or Copilot, connected to your CRM, lead tools and rate card.
From $1,995 + GST, includes 10 people.
Trusted by leading NZ & AU businesses
And 50+ more businesses across New Zealand & Australia
TL;DR
Waboom AI built its own proposal assistant that answers RFPs and writes SOWs from a rate card. We also wrote the HubSpot and Pipedrive connections our software uses every day, plus the Zoho one. This AI training for sales teams brings both to your people. Pull a lead list with Apify or Lusha, then qualify it against your ideal customer in Claude or ChatGPT. Prep each call from the CRM record and send the SOW the same day. Three hours onsite in NZ or Australia, or online, from $1,995 + GST for 10 people. Bring your CRM login and your rate card.
Salespeople use ChatGPT for the odd email and nothing else. The real work lives in the CRM, the lead tools and the rate card, and none of those are connected.
More prompts will not fix that. The fix is a connection, so the LLM reads the deal record and the rate card, then writes the brief and the SOW.
Your sales team already has the tools.Waboom AI connects them, then trains the team on live deals.
Each salesperson leaves with one SOW they drafted themselves.
They start in the CRM, with the LLM connected. One salesperson builds the week's target list with Apify and Lusha, another preps the 10am call from the HubSpot record and Fireflies notes. A third drafts a SOW from the rate card before lunch, the way each of them did once in the room.
Apify pulls companies by title, region and industry from LinkedIn, Google Maps or a trade directory, and Lusha adds verified contact details. Claude scores each one against the profile the team wrote in the room, with a reason in one line.
Before the call, the LLM reads the HubSpot or Pipedrive deal and the last Fireflies transcript into a brief. After it, the follow-up email and the call note go back to the record.
The tender lands in a Claude Project that holds your last three winning responses and case studies. The first full draft comes out in your structure, and the team spends its time on the pricing and the win themes.
Drop the discovery call transcript and the rate card into the proposal Project. The SOW comes back with your scope headings, your terms and the hours priced from the card, ready for a salesperson to check.
The quote comes off the SOW line by line at the rates on your card, and the LLM never invents a number. It goes out from Xero, PandaDoc or Qwilr, and the deal stage moves in the CRM.
Your CRM connects through its MCP server or connector, and HubSpot publishes an official one. Lead sources come in by export or API, call notes arrive as transcripts, and the rate card sits inside a Claude Project. We confirm the stack on the planning call.
Reads the deal and contact record into the call brief, then writes the call note and next step back.
The same read and write through its API or Zapier MCP. Every form on waboom.ai creates a Pipedrive lead through this connection.
Deal record in, outcome and note back, through the connector our own software uses.
Opportunity and account records read through a connector or the API, call notes written back to the activity log.
Copilot reads the opportunity inside Dynamics and Outlook, then drafts the follow-up from the record.
Builds the raw target list from LinkedIn, Google Maps and directory scrapers, by title, region and industry.
Adds verified emails and direct numbers to the list.
CSV in, scored and segmented list out.
Turns the last call into the next call's brief and the follow-up email.
Prices the SOW and quote line by line. The LLM never invents a rate.
Train a Claude Project or skill on your format and tone, so every draft comes out in your headings.
The quote drafted from the SOW, ready to send from Xero.
Trades quoting from a site visit note.
Proposal laid out and sent for signature.
Routine enquiry replies and meeting notes turned into a quote, with Copilot or Claude in the inbox.
The same inbox workflow for Google Workspace teams, with Gemini or Claude.
Vendor documentation: HubSpot MCP server, Apify platform docs, Lusha.
In Waboom AI's public workshop, one person builds a workflow that answers RFPs, drafts the SOW and quote, and triages the inbox. Our own software writes outcomes and notes into HubSpot and Pipedrive every day, supports Zoho, and every form on waboom.ai creates a Pipedrive lead. The quotes below are from teams we trained on the same hands-on method.
Xero
Making AI accessible across teams
“Waboom trained 50+ Xero employees across all skill levels. The feedback from the team was unanimous: life-changing. Their hands-on approach makes AI genuinely accessible.”
Regan AshworthHead of Ecosystem Governance, XeroWaikato Sheds
From AI interest to daily adoption
“Had Leo and the Waboom team run AI training for our crew at Waikato Sheds. Wasn't sure what to expect, but they made it practical — prompt engineering, real use cases, stuff we could apply straight away. Team's now using AI daily instead of just talking about it.”
Jason DavisOwner, Waikato Sheds
Alpine Print
Adoption led by the director
“Highly recommend Waboom. I've learned so much already. Leo does an amazing job explaining things in a way that's easy to understand and with easy-to-follow examples. The sessions are well structured, engaging, and tailored to suit all levels of experience with AI.”
Shivani NarayanDirector, Alpine Print
2,000+
professionals trained across New Zealand and Australia
2,000+
professionals trained across NZ and Australia
Inside a Waboom AI session. Tap the speaker for sound.
Every review from our Google Business Profile.
Nicolene Louw
We had our AI training session today with Leo from Waboom AI, and it was incredibly insightful! The hands-on workshop went far beyond the basics, giving us practical, real-world to...
Amanda Williams
I recently attended AI training delivered by this organisation, and I can confidently say it was outstanding. From the outset, the facilitator took the time to understand our team...
Clive and Lisa Donaldson
I thoroughly enjoyed my Claude AI course with Leo. I attend a quite a few courses and I have to honestly say that I actually got usable value out of this one. Thanks Leo!
Shane Griffin
I've attended two Waboom AI training sessions and both have been excellent. Leonardo leads the sessions well and the training material is genuinely useful. I would recommend to any...
Nick Cottier
I’ve been using Claude and Codex ever since one of Leo's workshops to make all sorts of stuff from website monitors to web app dashboards for all sorts of things at work and now an...
Jono Steele
Attended the Claude course - was good level for someone at my stage. I built something useful and cancelled a subscription I'll never need again, so well worth it!
We confirm your CRM, your lead tools, three past proposals and the rate card, and the platform your team is licensed for.
The team writes the ideal customer profile, builds the list, preps one real call and drafts one SOW, each on a live deal. Power User connects the CRM and Builder Bootcamp adds the reusable skill.
The team keeps the Claude Project with the rate card and proposals, the scoring prompt, the call brief template and the training videos. The next SOW starts from the Project instead of a blank page.
The real measure of an AI workshop isn't how excited your people are when they leave.
3 hours, includes 10 people
Prompting on real deals, follow-up emails, objection prep and the safe use rules for customer data, on Claude, ChatGPT or Copilot.
Platform: ChatGPT, Claude, Gemini or Microsoft Copilot
From $1,995+ GST
3 hours, includes 10 people
Connect the CRM, build the proposal Project on your rate card, and run call prep and follow-ups on live deals. The level most sales teams pick.
Platform: ChatGPT, Claude, Gemini or Microsoft Copilot
From $3,995+ GST
6 hours, includes 10 people
A reusable SOW skill and a lead enrichment workflow from Apify or Lusha into the CRM, which the whole team shares.
Platform: ChatGPT, Claude, Gemini or Microsoft Copilot
From $5,995+ GST
Tailored programmes across departments
For organisations wanting to train multiple departments, develop internal AI champions and build long-term workforce capability.
Every workshop includes 10 people and access to our training videos afterwards. Bringing more people? It's $200 each + GST.
Want to try the method for $189 first? Our public Build Your AI Sales Agent workshop is a 2.5 hour online build session for one person. This page is the private version for your whole team, on your own CRM and rate card.
Waboom AI sales team training is a hands-on workshop that teaches salespeople to use Claude, ChatGPT or Copilot with their CRM and rate card. The team builds lead lists with Apify or Lusha, qualifies them, preps calls from HubSpot, Pipedrive or Zoho records and writes proposals and SOWs. It runs onsite in New Zealand and Australia, or online, from $1,995 + GST for 10 people.
Yes, Waboom AI connects Claude, ChatGPT or Copilot to the CRM your sales team already uses. The LLM reads the deal record into the call brief and writes the note back after the call. Our own software writes into HubSpot and Pipedrive every day, and supports Zoho, so the session uses connections we run ourselves.
Scraping public business listings and enriching them is common practice, but outreach has rules. New Zealand's Unsolicited Electronic Messages Act and Australia's Spam Act both need consent or an existing relationship for commercial email. The session covers how to build the list, record the consent basis and keep the unsubscribe working.
Yes, if your sales team brings the rate card and three past proposals. We load them into a Claude Project or skill, and the drafts follow your headings, terms and prices. The LLM drafts and a salesperson checks the scope and numbers before anything goes to a client.
Power User suits most sales teams: three hours, CRM connected, a proposal Project built, call prep and follow-ups done on live deals. Builder Bootcamp is six hours and adds a reusable SOW skill and a lead enrichment workflow the whole team shares. Start with Power User, from $3,995 + GST, unless you already use AI daily.
Use the platform your sales team is already licensed for. Copilot wins inside Outlook and Teams, Claude wins on long proposals and CRM connectors, and ChatGPT suits prospecting research and short copy. We teach the same workflow on all three and show the team a side by side on one of their own deals.
Waboom AI trains sales teams on the business tier of Claude, ChatGPT or Copilot, where prompts are not used for model training. Connect the CRM instead of pasting records into a consumer chat. The session sets the rules: what can go in, what cannot, and who checks a proposal before it leaves.
Related
Tell us your CRM, your lead tools and the size of the team. We come back with a session plan and a date.
Leo Garcia-Curtis, Founder, Waboom AI
You'll talk directly with the person who delivers the training.
Rather talk it through? 09 885 9695
Tell us about your business, the tools you're using and what you want your team to achieve.
Less Busy. More Life.
Last updated 15 October 2026 · by Leonardo Garcia-Curtis
Sales team AI training
From $1,995 + GST
