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.

After testing a prototype, don't just manually synthesize feedback. Feed recorded user interview transcripts back into the original ChatGPT project. Ask it to summarize problems, validate solutions, and identify gaps. This transforms the AI from a generic tool into an educated partner with deep project context for the next iteration.

After addressing a prospect's concern, don't assume you've solved it. Explicitly ask if your explanation was sufficient by asking, "Was that enough to satisfy your concern?" This simple check ensures the issue is truly resolved and prevents it from resurfacing later to kill your deal. Most reps answer and move on, which is a critical mistake.

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.

To simulate interview coaching, feed your written answers to case study questions into an LLM. Prompt it to score you on a specific rubric (structured thinking, user focus, etc.), identify exact weak phrases, explain why, and suggest a better approach for structured, actionable feedback.

A primary AI agent interacts with the customer. A secondary agent should then analyze the conversation transcripts to find patterns and uncover the true intent behind customer questions. This feedback loop provides deep insights that can be used to refine sales scripts, marketing messages, and the primary agent's programming.

By proactively asking about potential deal-killers like budget or partner approval early in the sales process, you transform them from adversarial objections into collaborative obstacles. This disarms the buyer's defensiveness and makes them easier to solve together, preventing them from being used as excuses later.

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.

Rehearse difficult conversations by having an AI adopt the persona of your boss, partner, or employee. This allows you to practice your approach, refine your messaging, and anticipate reactions in a safe environment, increasing your confidence and effectiveness for the real discussion.