Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.

Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.

Instead of fully automating conversations and risking sounding robotic, use AI to provide real-time suggestions and prompts to a human sales rep. This scales expertise and consistency without sacrificing the human touch needed to close deals.

Avoid using AI to create sales outreach from scratch ('black pen'). Instead, use it as an editor ('red pen'). Apply the 10-80-10 rule: 10% human-led prompting, 80% AI-driven task execution, and a final 10% human refinement. This maintains quality while boosting efficiency.

Upload call recordings or transcripts from tools like Gong or Fathom into an AI model. Ask specific questions like, 'Where was the most friction?' to identify disconnects you missed in the moment. Use this insight to craft hyper-relevant follow-ups that address the core misunderstanding.

Move beyond static scripts by using AI for dynamic sales training. Feed ChatGPT your call transcripts and common objections, then ask it to act as a specific buyer persona. Practice handling its objections in a role-playing chat, and conclude by asking it to provide a score and feedback on your performance.

Create a dedicated AI agent pre-loaded with your company's specific deal qualifiers (budget, timeline, ICP). Feed it discovery call notes, and it can instantly score the opportunity or flag it as disqualified, preventing reps from wasting time on deals that will never close.

For each potential buyer, create a new ChatGPT project. Upload your standard offer template, product overview, and all prospect-specific data (CRM info, call transcripts). Prompt the AI to synthesize these documents into a unique proposal that directly addresses the buyer's expressed pain points and priorities.

Develop a detailed worksheet about your customer's problems and your unique value propositions. Feed these answers into a structured AI prompt asking it to create a multi-section video script. This generates a repeatable template for personalized introductory videos, saving time and ensuring consistent messaging.