2-Day Hands-On Programme · HRD Corp Claimable

AI Productivity & Automation Mastery for Telco Sales & OperationsReports, insights, dashboards and digital assistants — built with AI

Less time on reports. More time with customers.

Telco sales and operations teams juggle targets, campaigns, ARPU and churn numbers, and an endless stream of updates. This practical programme shows them how to use AI to write faster, analyse sales data, build dashboards, automate repetitive tasks and design digital assistants that help close more deals.

WhatsApp David Try the Sales Prompt Lab

2-day in-house Microsoft Copilot Dashboards & forecasts AI sales assistants

Your trainerDavid HooiHRD Corp Accredited Trainer

6,000+professionals trained

100+companies served

4digital assistants explored

1AI roadmap presented per team

Trusted by teams at

About the programme

From daily grind to AI-powered workflow — in two days

AI Productivity & Automation Mastery for Telco Sales & Operations gives frontline sales and operations teams practical AI skills they use the very next day. Day 1 covers prompting, data analysis, dashboards and workflow automation with digital assistants. Day 2 moves into forecasting, data storytelling, sales enablement — and ends with each team presenting its own AI implementation roadmap.

Every exercise uses telco scenarios: sales performance updates, customer segmentation, churn patterns, ARPU and conversion tracking, campaign visuals and objection handling. AI takes care of the repetitive work; your people bring the customer relationships and judgement that win deals.

2days, fully hands-on

6modules + a final project

3Microsoft AI tools: Copilot, Notebook & Agents

HRDCorpclaimable

What every participant leaves with

Tools they use the next morning — not slides they forget

Participants build real reports, dashboards and assistants for telco sales and operations work during the programme.

Outcome 1 · Faster Output

Reports and updates in minutes

Sales performance emails, campaign ideas, summaries and presentation decks — produced with structured COSTAR prompts and checked for accuracy.

COSTAR prompts
Sales updates
Slide decks

Outcome 2 · Data to Decisions

A telco dashboard & sales forecast

KPI tracking for ARPU, churn and conversion, a sales forecast with best and worst case scenarios, and a one-page performance summary.

ARPU · churn · conversion
Forecasts
Scenarios

Outcome 3 · Automation

A digital assistant for a daily task

Design an AI assistant that handles a repetitive sales or operations job — reporting, product FAQs, objection handling or lead qualification.

Copilot Agents
Lead conversion
Role-play chatbot

Sales Prompt Lab

Same AI. Better prompt. Better result.

Most people type one line and get a generic answer. Module 1 teaches the COSTAR framework so AI knows the context, the customer and the goal. Pick a sales task to see the difference.

Choose a sales task

Typical prompt

Typical result

COSTAR prompt

Sample AI draft

Illustrative examples written for this page; plans, prices and figures are fictional. In class, participants run these prompts with their own products and data.

Digital assistants

Put repetitive work on autopilot

Modules 4 and 6 show how to design AI assistants that support sales activities and internal processes — so your team spends more time with customers.

Your AI team-mate

"Built once, used every day"

Give an assistant clear instructions, your product information and your process — then let it handle the routine while you handle the relationship.

Sales reportingTurns raw numbers into the daily update

Internal knowledgeAnswers plan, policy and process questions

Lead conversionQualifies leads and drafts follow-ups

Role-play coachPractise pitches with an AI customer

Product recommenderMatches the right plan to each customer

FAQ & objectionsConsistent, accurate answers every time

The AI workflow you'll practise: input → process → insight → action

The repeatable pattern from Module 3, applied to a typical weekly sales review.

InputExport sales, ARPU, churn and conversion data from your systems.

ProcessAI cleans the data and spots trends, gaps and outliers.

InsightA dashboard and one-page summary show what changed and why.

ActionAI drafts the team update, next-week focus and customer follow-ups.

AutomateAn assistant repeats the routine every week — you review and send.

AI drafts — people decide. Participants learn to check outputs for accuracy, protect customer data and follow company policy before anything reaches a customer or manager. Exercises use anonymised telco-style data, and we confirm which Microsoft AI features your organisation has enabled before the programme.

Explore the programme

Day 1 to create and automate. Day 2 to analyse, sell and plan.

Pick your role to see which modules matter most and what you could do with AI. Open any module for the details.

I work in…

009:00 – 9:30Introduction & IcebreakerFor your role

Course objectives and participant introductions
Interactive activity aligned to the telco context

M19:30 – 11:00Introduction to AI & Prompt EngineeringFor your role

AI in business and use cases in telco sales and operations
Prompt fundamentals: clarity, context and constraints
COSTAR framework fundamentals
Output control: tone, audience, format and accuracy checks
Iteration: refining prompts using feedback

Exercise: generate a sales performance update email. Assignment: create a telco campaign idea using structured prompts.

M211:15 – 12:45AI for Data Analysis & Business InsightsFor your role

AI-powered data analysis; structured vs unstructured data
Sales performance tracking and customer segmentation
Churn pattern identification
Revenue and usage trends

Exercise: interpret a sales dataset, identify performance gaps and opportunities, and create a performance summary.

M31:45 – 3:15AI-Enhanced Workflows & Data VisualisationFor your role

Workflow thinking: input → process → insight → action
Dashboards for sales performance and KPI tracking (ARPU, churn, conversion)
Structuring insights for decision-making
AI-assisted presentations: data into slides, outlines and key messages, reports into decks

Exercise: build a telco dashboard from raw data, a one-page performance summary and a short presentation deck.

M43:30 – 5:00AI for Workflow Automation & Digital AssistantsFor your role

AI-driven workflow automation
Identifying repetitive tasks in sales and operations
Use cases: sales reporting assistant, internal knowledge assistant, lead conversion assistant, role-play chatbot

Practical: design a digital assistant to automate a daily task. Group challenge: teams automate a common telco workflow and present it.

Walk away with

Real work, built during the programme

Participants don't just learn about AI — they leave with tools and templates for their daily job.

A sales prompt toolkitCOSTAR prompts for updates, emails, campaigns and summaries.
A sales performance summaryGaps and opportunities from a real-style dataset.
A telco KPI dashboardARPU, churn and conversion at a glance.
A sales forecast & scenariosBest and worst case, with a KPI tracking framework.
A sales story & posterData turned into a narrative and a campaign visual.
A digital assistant designFor reporting, FAQs, objections or lead qualification.
A team AI implementation roadmap for sales and operationsBusiness challenges, use cases, stakeholders and data — sequenced into quick wins, mid-term and long-term actions, and presented in the final project.

Impact for your organisation

More selling time, sharper insight — with people in charge

Faster turnaround

Reports, updates and performance tracking produced in minutes instead of hours.

Data-driven selling

Teams spot segment, churn and product trends — and act on them sooner.

Consistent customer messages

Shared prompts and assistants keep answers accurate and on-brand.

Repeatable workflows

Routine tasks become AI-supported processes any team member can run.

Microsoft CopilotCopilot NotebooksCopilot AgentsCOSTARDashboardsForecastingAI presentationsAI sales visuals

How it's delivered

Learn by doing — on telco scenarios

Interactive lessons & live demos

See each tool work on real sales and operations tasks.

Hands-on exercises

Participants write, analyse and build with telco-style data.

Group challenges

Teams automate a common telco workflow and design a sales assistant.

Final project

Each team presents its AI implementation roadmap.

Training mix

70% hands-on exercises & project30% concepts & demos

Ideal for

Sales executives Sales managers Business operations teams Customer experience teams Retail & dealer teams Data-driven decision makers

No technical background needed. Participants bring a laptop with Microsoft 365 access; we check which Copilot features are enabled in your organisation beforehand.

“Transform workflows. Accelerate growth. Lead with AI.”

Your trainer

David HooiBEng, MBA

AI Adoption Specialist · Corporate Trainer · Founder, D Action Consultancy

David brings over 20 years of sales and leadership experience at GlaxoSmithKline (GSK), where he served as Sales Director and earned multiple Sales Excellence Awards. He knows the pressure of monthly targets and reports first-hand — and teaches AI as a practical tool to win back selling time.

As founder of D Action Consultancy & Services, he specialises in AI adoption for sales, marketing and productivity. He has trained 6,000+ professionals across 100+ companies — including major banks, insurers, government agencies and multinationals.

HRD Corp Accredited Trainer

Google AI Leader

Ex-Sales Director, GSK

Bilingual: English & Mandarin

Trusted by leading organisations

Banks, insurers, multinationals, government agencies and growing SMEs.

Give your sales and operations team more time to sell

Run the programme in-house for your team. Tell us about your products, targets and systems — we'll tailor the datasets, exercises and assistant designs to your business. HRD Corp claimable.

WhatsApp +60 18-404 3913 david@daction.com

www.davidhooi.com

Microsoft, Microsoft 365 and Copilot are trademarks of the Microsoft group of companies. This independent programme is not affiliated with or endorsed by Microsoft.