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.

Instead of writing scripts from scratch, prompt an AI to apply a specific sales methodology (e.g., Jeb Blount's 'because framework') to your prospect's context. This instantly creates persona-specific openers and voicemail scripts, saving creative energy and ensuring consistent messaging during call blocks.

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.

Instead of relying on ad-hoc calls to finance or other reps, LLMs can act as a central nervous system for sales. By analyzing past quotes and data, AI can instantly recommend the optimal deal structure for a new quote—maximizing commission for the rep and aligning with business goals, putting revenue back in motion.

To create a reliable AI persona, use a two-step process. First, use a constrained tool like Google's NotebookLM, which only uses provided source documents, to distill research into a core prompt. Then, use that fact-based prompt in a general-purpose LLM like ChatGPT to build the final interactive persona.

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.

The primary value of AI app builders isn't just for MVPs, but for creating disposable, single-purpose internal tools. For example, automatically generating personalized client summary decks from intake forms, replacing the need for a full-time employee.

Generic AI tools provide generic results. To make an AI agent truly useful, actively customize it by feeding it your personal information, customer data, and writing style. This training transforms it from a simple tool into a powerful, personalized assistant that understands your specific context and needs.