Prepare for a discovery call from public information
Turn a prospect's website, annual report and job ads into a one-page brief and five questions worth asking.
Use-case library
AI use cases for Sales
Specific tasks people already do every week, written up so anyone can try them with the AI assistant their company has approved: a prompt to start from, what to check in the output, and what not to paste in.
Summarise a sales call into CRM notes
Turn a call transcript into the fields your CRM actually asks for, with next steps and owners.
Draft a follow-up email after a demo
A short, specific follow-up that recaps what the prospect cared about, not what you showed.
Turn a long RFP into a requirements checklist
Pull every requirement, deadline and format rule out of a tender document into a table you can assign.
Practise objection handling with a role-play
Rehearse the three objections you hear most, with an assistant playing a sceptical buyer.
Not sure which ones your people need?
Run eight discovery conversations first. The Discovery kit classifies what's blocking each person and pulls out the workflows worth starting with.