What could AI actually do in your job?
What AI could do in sales
Six kinds of thing, in order. The first three you can start this week with the tool you already pay for. The next two need building. The last you should buy.
Basic promptsprompt sales
Ask the chat tool you already have in plain words and check what comes back. No set-up. It works today.
What it takes. A subscription, ten minutes of practice and your own judgement on every answer.
- Call prep from the account's website, its last few emails and the news
- The follow-up email drafted from the call recording in your own words
- Objection handling written up from the last ten lost deals
- And hundreds more. Anything you'd ask a bright new starter to take a first pass at.
Advanced promptscontext sales
Give it what it needs before you ask: the brief, the examples, the rules, the data. This is context engineering, and the quality comes from what you feed it rather than how you word it.
What it takes. The right material gathered in one place and a clear idea of what good looks like.
- A proposal first draft built from the last three that won and this deal's notes
- A battlecard for each competitor you keep meeting, built from your win-loss notes
- The Monday pipeline write-up from the CRM export in the format your manager wants
- And hundreds more. Anything where you already hold the material and the judgement.
Skillsskill sales
A job written down once so anyone on the team gets the same result every time: the steps, the rules, the examples, saved and shared.
What it takes. Someone to write it and own it, and training so the whole team uses it rather than the keen few.
- An outreach skill with your tone, your proof points and the rules so every rep sounds on-message
- A call prep skill that produces the same one-page brief for any account
- A deal review skill: paste the notes and get the same risks and next steps every time
- And plenty more. We run over 180 of our own.
Automationsauto sales
The same job running on a trigger with nobody typing a prompt: when a call ends, when a lead lands, every Monday at eight. Connected to the tools you already run.
What it takes. The process written down step by step, test cases, data you're allowed to connect to, and a build.
- A prep pack that lands before every meeting without anyone asking
- The CRM kept up to date from calls and emails with nobody typing
- Follow-ups and sequences sent on schedule and drafted from the last conversation
- And more. We've built over 50 of them.
Agentsagent sales
Software that makes a bounded decision inside a workflow that already runs, with a written job, tests and a person at the gate. The last thing you add rather than the first.
What it takes. The automations underneath it already running, a fence round what it may never do, and someone watching it.
- Leads scored and routed to the right rep with the borderline ones flagged
- Renewal and churn risk called before the conversation happens
- Something judges what changed at each account and tells reps where to spend the day
- And a few more. We've built them and every one is custom to the business. Because an agent is left to run on its own, there are fewer good use cases than you'd think. For now.
Tech built for the jobbuy sales
Some jobs already have a product that does them well. Buy it, plug it in, and keep the build budget for the things nobody sells.
What it takes. A subscription and an hour to set it up. Check what it does with your data first.
- A call recorder that writes the notes and logs the call
- A data enrichment tool that fills in contacts and firmographics
- A scheduling tool that books the meeting from the email
- And more every month. If a product already does the job well, this is the list it belongs on.
If the ones you want sit below the line, that's a build, and it's the conversation we're set up for. If they sit above it, start this week and come back when the list gets longer.