The Sales AI Playbook

Give your reps 10+ hours back per week. More selling time, better prep, higher conversion.

The Problem

Sales reps spend 60% of their time on non-selling activities: prospect research, CRM updates, email drafting, meeting prep, follow-ups. Every hour on admin is an hour not closing deals.

AI can automate most of this—not with generic chatbots, but with specific workflows built for how sales actually works.

10+
Hours saved per rep weekly
400-600
Additional touches/month (10-person team)
8-12
New opportunities/month

Workflow 1: Prospect Research

5+ hours saved per week

Turn 30-60 minutes of research into 5 minutes. Get everything you need to have an informed conversation without the manual digging.

The Prompt

"Research [Company Name]. Give me: (1) Business model and recent performance indicators, (2) Key executives and their backgrounds, (3) Recent news, announcements, or initiatives, (4) Likely pain points based on their situation, (5) Main competitors, (6) 3 specific conversation starters based on recent developments."

Workflow 2: Personalized Outreach

4+ hours saved per week

Generate truly personalized emails at scale. Each one takes 2 minutes instead of 10+ from scratch—and they actually get responses.

Keys to Effective AI Outreach

  • Reference something specific about the company or person (not generic industry trends)
  • Keep it under 100 words—brevity signals respect for their time
  • Soft call to action: "Would it make sense to chat?" beats "Book a demo now"
  • Sound human: remove corporate buzzwords, add personality

Workflow 3: Meeting Prep

3+ hours saved per week

Walk into every call fully prepared. AI generates comprehensive prep docs in minutes.

What AI Can Generate

  • Stakeholder priorities based on role and company situation
  • Discovery questions tailored to their specific context
  • Likely objections and suggested responses
  • Relevant case studies and proof points to reference

Workflow 4: Meeting Summaries & Follow-Up

3+ hours saved per week

20 minutes of post-meeting admin becomes 3 minutes. Input your notes, get everything you need.

One Input, Four Outputs

  • CRM-ready summary: Structured notes that match your CRM fields
  • Qualification update: Updated BANT/MEDDIC/whatever framework you use
  • Follow-up email: Draft ready to send with next steps
  • Internal handoff: Notes for anyone else who needs context

Workflow 5: Proposal Drafting

2+ hours saved per week

Generate first-draft proposals from discovery notes. Rep reviews and customizes rather than starting from blank page.

The Compound Effect

These five workflows together give each rep 10+ hours back per week. That's 10+ more hours of actual selling. For a 10-person team, that's 100+ hours per week—the equivalent of adding 2-3 full-time reps without the headcount.

Impact Summary

Workflow Time Saved Impact
Prospect Research 5+ hrs/week Better prep, more confident conversations
Personalized Outreach 4+ hrs/week Higher response rates, more at-bats
Meeting Prep 3+ hrs/week Walk in prepared, ask better questions
Meeting Follow-Up 3+ hrs/week Faster follow-up, better CRM hygiene
Proposal Drafting 2+ hrs/week Faster proposals, more deals pursued

Ready to Build an AI-First Sales Team?

Book a free Sales AI Audit. We'll map your current process, identify the highest-impact opportunities, and show you what's possible.

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