AI for sales teams
Where AI speeds up sales work, and where a person still makes the promise.
Sales runs on relationships and commitments made in a customer's name. AI is useful for drafting and organising around that work. It never sends a message, quotes a price or makes a commitment on its own.
Five real workflows
Where AI actually helps.
- 01
Prospecting research
Summarises public information about a company or contact you provide into a short brief before a call.
- You keep
- Checking the summary is current and deciding what's actually relevant to the conversation.
- Try this week
- Paste in a prospect's public company page and ask for a five-line brief before your next call.
- 02
Outreach and follow-up emails
Drafts a first version of an email from the notes you give it about the prospect and the offer.
- You keep
- Every claim, price and commitment in the email, and the decision to send it.
- Try this week
- Draft one follow-up email from your call notes, then edit it before sending as you normally would.
- 03
Call and meeting summaries
Turns your notes or a transcript into a structured summary with next steps.
- You keep
- Confirming the summary is accurate and deciding what happens next.
- Try this week
- Take notes from your last call, ask for a summary with clear next steps, then check it against what was actually said.
- 04
Proposal and pricing documents
Drafts the first version of a proposal from your standard template and the details of the deal.
- You keep
- Every price, term and commitment, checked and approved before it reaches the customer.
- Try this week
- Draft one proposal from your usual template and the deal details, then mark up everything you'd need to change.
- 05
Pipeline and forecast summaries
Turns a pipeline export into a plain-language summary of where deals stand and what's changed.
- You keep
- The forecast number itself and the judgement behind each deal's stage.
- Try this week
- Export your current pipeline and ask for a summary of what moved since last week.
Handle with care
Rules for sales teams, not fear.
- Customer and prospect data
Contact details and deal information stay inside your approved CRM and AI tools, not pasted into tools outside your organisation's control.
- No AI commitments
AI drafts messages and proposals. A person checks every price, discount, delivery date and promise before it reaches a customer.
- Accurate claims
Anything AI drafts about your product or service is checked against what it actually does, not what reads well.
- Outreach rules
Drafted outreach still follows your organisation's rules on consent and unsolicited contact before it is sent.
Where to start
The right size of first step.
Team AI workshop
From $2,500
Sales teams share templates, tools and a brand voice. A workshop builds an AI use policy your whole team can draft from, with one clear line on what a person always checks before a message goes out.
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