AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED AUGUST 2026
Sales & Lead Qualification Agents
Automate first response, lead checks, follow-up and sales hand-off with human control.
Online + OfflineWeekdays + WeekendsRegular + Fast Track
22+years in training
20,000+learners across TGC
5classroom locations
Live onlinejoin from anywhere
NEXT START OPTIONS
Choose a live batch.
COURSE OVERVIEW
What this course
is built to do.
Create agents that capture, research, qualify and follow up leads while passing sales decisions to people.
Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.
CONNECTED CAREER DIRECTIONS
Sales AI SpecialistLead Automation AssociateRevenue Operations CoordinatorCRM Workflow Builder
IS THIS COURSE RIGHT FOR YOU?
Choose it for the right reason.
Your team handles many incoming enquiries
You need qualification and faster first response
You want CRM-connected follow-up with sales control
YOUR LEARNING ARC
From guided foundation to finished work.
Select
Choose useful sales-agent tasks and boundaries.
Qualify
Capture, enrich, score and route leads.
Follow up
Draft contextual messages and reminders.
Convert
Connect CRM, meetings and performance reporting.
INDUSTRY TASKS
Practise the work, not only the tool.
- Build a lead qualification agent
- Create a supervised follow-up sequence
- Connect CRM assignment and appointment booking
PRO
LED
LED
YOUR TRAINING TEAM
Learn from experienced working professionals.
Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.
WHAT YOU WILL BE ABLE TO DO
Course outcomes
01
Select suitable sales-agent tasks
A mapped process with ownership and risk rules.
02
Qualify and route enquiries
A working intake and scoring workflow.
03
Create controlled follow-up
A message sequence tied to consent, context and sales stages.
04
Connect agent work to sales results
A CRM pilot with appointment and conversion reporting.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
DETAILED COURSE FLOW
5 learning modules
Build supervised agents that research, qualify and follow up leads while keeping sales ownership and high-impact decisions with people.
Sales process and agent use cases
Choose tasks where an agent can assist without weakening trust or sales control.
CORE TOPICS
- Lead stages and buyer questions
- Research, qualification and follow-up tasks
- Data, consent and outreach boundaries
- Ownership, response targets and success measures
GUIDED PRACTICE
Map a sales process and select agent tasks using value, effort and risk checks.
MODULE DELIVERABLE
Sales agent opportunity map
Lead capture, enrichment and qualification
Turn incoming enquiries into clean records and clear sales priorities.
CORE TOPICS
- Form, email and messaging intake
- Company and contact enrichment
- Need, budget, timing and fit fields
- Rule-based scoring and AI classification
GUIDED PRACTICE
Build a lead-intake agent that validates fields and produces a reasoned qualification score.
MODULE DELIVERABLE
Qualified lead workflow
Personalised response and follow-up
Prepare useful messages from approved facts and conversation context.
CORE TOPICS
- First-response and discovery questions
- Email and WhatsApp message drafting
- Personalisation without unsupported claims
- Sequences, reminders and stop rules
GUIDED PRACTICE
Create a supervised follow-up sequence for new, warm and unresponsive leads.
MODULE DELIVERABLE
Sales follow-up agent
CRM, meetings and human hand-off
Move every sales opportunity into the correct team workflow.
CORE TOPICS
- CRM creation, updates and deduplication
- Territory and counsellor assignment
- Calendar booking and meeting preparation
- Opportunity summary and approval gates
GUIDED PRACTICE
Connect the agent to CRM and create an approved meeting-booking process.
MODULE DELIVERABLE
CRM-connected sales agent
Testing, conversion and capstone
Assess lead quality, message accuracy and sales outcomes before wider use.
CORE TOPICS
- Test personas and exception cases
- Response, appointment and conversion measures
- Bias, privacy and opt-out handling
- Pilot review and sales-team handover
GUIDED PRACTICE
Run a simulated or controlled live pilot and present conversion data and exception records.
MODULE DELIVERABLE
Sales lead agent capstone
HOW THE TRAINING WORKS
Learn it. Apply it. Get it reviewed. Improve it.
Every important skill moves through explanation, demonstration, guided use and independent application. Trainer feedback is used to revise the work before it becomes part of the final portfolio.
Concept briefing
The trainer explains the principle, use case, limitations and the quality standard expected.
Live demonstration
A complete task is demonstrated while the trainer explains decisions, checks and common mistakes.
Guided lab
Learners repeat the method with support, ask questions and correct problems during the session.
Applied assignment
The same method is used on a different brief so the learner must make independent decisions.
Review and revision
Work is checked against a rubric, revised after feedback and prepared for project presentation.
PROGRESS IS CHECKED THROUGHClass exercisesModule deliverablesProject reviewsFinal capstone presentation
PORTFOLIO WORK
Projects you can show
Guided practice brief
Plan, produce, test and present a finished piece with trainer feedback.
Individual application
Plan, produce, test and present a finished piece with trainer feedback.
Workflow build
Plan, produce, test and present a finished piece with trainer feedback.
Industry-style assignment
Plan, produce, test and present a finished piece with trainer feedback.
Quality review
Plan, produce, test and present a finished piece with trainer feedback.
Final capstone
Plan, produce, test and present a finished piece with trainer feedback.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
TOOLS COVERED
n8nWhatsApp APICRMChatGPT
Tool coverage may be updated when the industry changes. Core methods remain part of the course.COMMON QUESTIONS
Before you apply
Can the agent contact leads automatically?
Messages can be prepared or sent within approved consent, template and review rules.
＋Does it support CRM assignment?
Yes. Deduplication, territory or counsellor assignment and status updates are covered.
＋How is lead quality measured?
Qualification reasons, appointment rates, sales feedback and conversion records form part of the pilot.
＋Do I need coding experience?
No, unless the course level says otherwise. Your advisor will check the right starting level.
＋Are classes live or recorded?
Classes are trainer-led in the classroom or live online. Recordings may support revision but do not replace class.
＋Will I receive a certificate?
Yes. Course completion requires attendance, assignments and the final project.
＋Can working professionals join?
Yes. Weekday, weekend and selected fast-track schedules are available.
＋NEXT BATCH
Choose your course.
Choose your schedule.
Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.