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.

Go beyond basic welcome emails. An effective automated onboarding flow uses AI to trigger CRM entries, send personalized messages, collect intake data (even via voice), and ultimately generate a custom presentation for the first human-to-human call. This scales a high-touch experience without adding headcount.

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.

Top reps use hyper-personalized videos for their best prospects but scale efforts by using AI-generated avatars for the rest. These AI videos are still personalized with data fields like name and company, making them more effective than generic text emails without the manual effort.

To replace a technical expert in a sales process, an AI's value isn't just its data. It should be prompted to explain concepts through storytelling, visualizations, and 'future scaping.' This shifts the AI from a mere information-dispenser to a persuasive communicator that resonates with a buyer's emotions.

Instead of asking AI to generate generic blog posts, use it for strategic ideation. Prompt ChatGPT with a detailed description of your ideal client and their transformation, then ask it to list their top 25 problems or questions. This provides a roadmap for creating highly relevant, problem-solving content.

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 most effective way to build a powerful automation prompt is to interview a human expert, document their step-by-step process and decision criteria, and translate that knowledge directly into the AI's instructions. Don't invent; document and translate.

Consistently feed your AI tool information about your company, products, and sales approach. Over time, it will learn this context and automatically tailor its sales prep output, connecting a prospect's likely problems directly to your specific solutions without needing to be reprompted each time.