In this module, we’ll be explaining how AI tools can be utilized for basic business tasks to demonstrate the scalability of these efforts for export activities - while reviewing data privacy related to private and confidential company information. We’ll then work with participants to utilize AI tools to begin mapping their current export workflow and picking one bottleneck to focus on solving.

Measurable Export Outcomes

1. AI tool utilization benefits are understood, and confidence to deploy them in basic business tasks and scale for export activities is realized 

2. Actionable steps planned and taken to address one export workflow improvement 

AI Tools Covered:

1. ChatGPT, Google Gemini or Microsoft Copilot

2. Claude for long document summaries 

3. Google Workspace or Microsoft Office with AI functions (Gemini and Copilot, respectively)

Hands on Development of Practical Skills and Methodology

• Set up accounts for relevant AI tools and practice effective prompting 

• Develop strong understanding of data privacy related to private and confidential company information 

• Pick one workflow problem to solve as the capstone focus

• Rewrite an export email using ChatGPT, Google Gemini or Microsoft Copilot

• Summarize a market or buyer document using Use ChatGPT, Google Gemini or Microsoft Copilot

• Turn messy notes into a checklist of action items using Claude

Utilize AI-driven research to condense the export market selection phase, enabling companies to quickly validate one high-potential target market and develop a data-backed market snapshot that identifies competitive advantages and outlines requirements for regulatory compliance. 

Measurable Export Outcomes:

1. Utilize AI to efficiently select one target export market

2. One page market snapshot created that includes high level regulatory considerations

3. One page competitor analysis for target market created

4. At least 5 market validation actions defined

AI Tools Covered:

1. Use Perplexity AI for deep market research with links to verified global trade databases 

2. ChatGPT, Google Gemini or Microsoft Copilot to summarize and format findings 

3. Google Search to verify any research outputs for accuracy and validation 

Hands on Development of Practical Skills and Methodology

1. Leverage Perplexity AI to transform international market discovery from a manual, multi-day process into a streamlined workflow: 

   A. Generate 3 potential target export markets to be further analyzed and eventually narrowed down to 1

   B. Identify buyer types and main purchase channels in that market

   C. Identify top competitors and expected price ranges

2. Use ChatGPT, Google Gemini or Microsoft Copilot to build a one page market snapshot that is buyer focused to initiate the process to strategize how to best reach customers

3. Use ChatGPT, Google Gemini or Microsoft Copilot to create a market validation checklist with at least 5 actions

Utilize AI tools to identify potential customers in one target export market and automatically qualify them based on previously developed market snapshot and validation checklist.

Measurable Export Outcomes:

1. Lead qualification criteria defined

2. AI assisted qualification completed, resulting in a human reviewed list of at least 25 potential buyer leads created

3. Leads ranked into priority tiers for outreach

AI Tools Covered:

1. LinkedIn search (free) and Sales Navigator (paid)

2. Apollo.io as an alternate option for contact discovery

3. ChatGPT (Custom GPTs), Google Gemini (Gems) or Microsoft Copilot (Copilot GPTs) to automatically qualify potential leads

4. Zapier to connect leads to Google Sheets or CRM 

Hands on Development of Practical Skills and Methodology

1. Define ideal buyer persona in plain, human-centred language

2. Use AI to generate search terms and buyer categories

3. Use LinkedIn, Apollo.io and/or generative AI tools to build a lead list of at least 25 potential buyers

4. Using the one page buyer snapshot and market validation checklist from week 2 as primary inputs, create a tool (ChatGPT: Custom GPTs, Google Gemini: Gems, or Microsoft Copilot: Copilot GPTs) that automatically qualifies and ranks potential leads. 

5. Develop a workflow with Zapier that automatically connects qualified leads to your leads list in Google Sheets or a CRM 

Enable effective international communication across languages and cultures using AI responsibly. Participants learn how to localize outreach beyond direct translation by adapting tone, etiquette, and expectations to their chosen export market. The goal is to build a repeatable outreach system that feels human, culturally appropriate, and buyer ready, while avoiding generic AI output and reinforcing human review.

Measurable Export Outcomes:

1. Outreach message set completed and localized for the target market

2. Cultural communication profile documented for the export market

3. Follow up cadence defined and ready for deployment

4. Live outreach initiated or scheduled with priority leads

AI Tools Covered:

1. Use ChatGPT, Google Gemini or Microsoft Copilot for drafting, personalization, and localization prompts

2. DeepL for translation and comparison across language options

3. Grammarly for clarity and tone checking

4. Zapier to connect outreach activity to Google Sheets or a CRM

Hands on Development of Practical Skills and Methodology

1. Build a market specific communication profile including tone, etiquette, and cultural expectations

2. Draft a first outreach email tailored to the export market

3. Draft two culturally appropriate follow ups

4. Create a localized LinkedIn message version

5. Create a meeting booking message and post meeting follow up

6. Personalize messaging using real buyer details without sounding automated

7. Translate and localize messaging, then revise for natural flow

8. Apply a review checklist to validate AI output for accuracy and cultural fit

9. Set up simple automation to track outreach and lead updates in Sheets or CRM using Zapier

Creating export ready sales and marketing assets, along with workflows that reduce buyer friction and support more effective sales conversations.

AI Tools Covered:

1. ChatGPT, Google Gemini or Microsoft Copilot for sales and marketing communications and copy refinement, and how to effectively prompt to avoid ‘AI-jargon’ 

2. ChatGPT (Custom GPTs), Google Gemini (Gems) or Microsoft Copilot (Copilot GPTs) to efficiently adjust sales and marketing communications and copy to cater to local markets based on language and cultural nuances. 

3. Canva, Google Slides or Powerpoint for building proposals, pitch decks and marketing collateral 

Measurable Export Outcomes:

1. Pitch deck and sales sheet templates developed

2. Email flow template built in CRM or similar email management software (Mailchimp, Cyber Impact, etc)

3. Instructors will provide participants with a sample AI Export Enablement Roadmap  

Hands on Development of Practical Skills and Methodology:

1. Utilize Canva, Google Slides or Powerpoint to build pitch deck and sales sheet templates

2. Develop a tool in ChatGPT (Custom GPTs), Google Gemini (Gems) or Microsoft Copilot (Copilot GPTs) to efficiently adjust sales and marketing communications and copy to cater to local markets based on language and cultural nuances. Ensuring IP considerations are taken into account when building these tools. 

3. Build an email flow template in CRM or similar email management software (Mailchimp, Cyber Impact, etc) to efficiently reach out to qualified prospects

Understand the difference between value, efficiency and export goals-focused based organizational AI adoption for the long term, vs. short term, fragmented experimentation. Develop understanding of how to evaluate and select the most effective tools for long term success, how to budget for them, and how to measure business objectives with them.

Hands on Development of Practical Skills and Methodology:

1. Develop organizational policy for AI adoption 

2. Develop Standard Operating Procedure(s) (SOP) for AI utilization

3. Create a list of export-focused success metrics

4. Instructors will share an example of a AI Integration Roadmap

5. Begin the development of the AI Integration Roadmap Capstone presentation 

Measurable Export Outcomes:

1. Learn how to evaluate and select the most effective AI tools for export efforts

2. Budget for AI tool adoption for export efforts 

3. Have a list of export-focused success metrics