Fine-tuning

In a sales team

A team may fine-tune a model on approved examples to improve the consistency of a specialist classification task.

Is uploading a sales playbook fine-tuning?

Uploading a playbook or configuring an assistant isn’t normally fine-tuning. Frequently changing deal information usually belongs in context or retrieval.

What to check in practice

Establish whether prompting and retrieval already meet the need before committing to training and ongoing evaluation.

Related concepts

• Retrieval-augmented generation (RAG)
• Prompt engineering
• Large language model (LLM)

For the broader explanation, read AI in B2B Sales and GTM: 60 Terms Explained.

Further reading: Microsoft: retrieval-augmented generation.