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AI for Pharma Reps: Quick-Start Playbook

Course Goals and Outcomes

MODULE 1 - FOUNDATIONS

Lesson 1.1 - Welcome & How to Use This Playbook

Lesson 1.2 - Getting Started With LLM's

Lesson 1.3 - What AI Can (and Can't) Do for Pharma Reps

Lesson 1.4 - Safety, Compliance & Good Judgement with AI

MODULE 2 - 10 DAILY AI WORKFLOWS

Workflow 2.1 - Pre-Call Research in 3 Minutes

Workflow 2.2 - Call Objective & Opening Script

Workflow 2.3 - Discovery Question Library

Workflow 2.4 - Summarizing Clinical Papers (Non-Promotional)

Workflow 2.5 - Follow-Up Email Drafts After HCP Visits

Workflow 2.6 - Objection Handling Practice

Workflow 2.7 - Territory Planning & Priority List

Workflow 2.8 - CRM Notes Cleanup & Structuring

Workflow 2.9 - Role-Play Practice Before Big Meetings

Workflow 2.10 - Weekly Review & Improvement Plan

MODULE 3 - CAREER LEVERAGE

Lesson 3.1 - Using AI to Prep for Interviews & Promotions

Lesson 3.2 - Next Steps: Making AI Part of Your Weekly Routine

Final Surveys

Survey - Course Satisfaction

Badge Card

AI Playbook for Pharma Reps: Time-Saving Workflows That Win is a practical, 90-minute mini-course built for busy pharmaceutical sales professionals. Skip the tech jargon and get straight to proven, copy-paste AI workflows you can use the same day: pre-call research in minutes, compliant call openers, discovery question libraries, non-promotional clinical summaries, follow-up emails, territory planning, objection practice, CRM cleanup, and weekly performance reviews. You’ll learn exactly what AI can and can’t do in a regulated environment, how to keep your work compliant and de-identified, and how to build simple guardrails so every output is credible, useful, and safe to share internally. The course includes 10 daily workflows, quick checklists, and knowledge checks to reinforce learning, plus a career module to convert your AI-powered work into interview stories, promotion readiness, and a repeatable weekly routine. Whether you’re a new rep or a top performer looking to scale your territory impact, this playbook shows you how to save hours each week while improving call quality, focus, and follow-through—with tools you already have and a setup that works on desktop or mobile.

AI Playbook for Pharma Reps: Time-Saving Workflows That Win

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            <p>AI Playbook for Pharma Reps: Time-Saving Workflows That Win is a practical, no-jargon mini-course designed to help you apply AI where it matters most: pre-call research, compliant communication, territory planning, role-play practice, and weekly performance improvement. In about 90 minutes, you will learn copy-paste workflows that turn everyday activities into faster, sharper, and more consistent outputs—without compromising compliance or clinical accuracy. The course emphasizes speed with guardrails: using approved sources, documenting prompts and versions, and building review checkpoints so every output is fit for internal use and aligned to policy.</p>

<p>Module 1 builds your foundation: how to access and personalize prompts, what AI can and cannot do in the pharma context, and how to protect PHI while staying within promotional boundaries. Module 2 delivers 10 daily workflows you can deploy immediately—from three-minute pre-call briefs and compliant openers, to discovery question libraries, neutral clinical summaries, follow-up email drafts, objection-handling simulations, territory prioritization, CRM notes cleanup, high-stakes role-play, and a weekly review routine that surfaces wins, gaps, and next steps. Module 3 converts your new efficiency into career leverage by packaging results into impact stories, interview prep, and a repeatable weekly AI routine. Knowledge checks throughout reinforce compliance and practical mastery, while final surveys help you measure adoption, time saved, and territory impact.</p>
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