Create a proposal after a sales call
Turn notes about a client’s needs into a branded proposal and prepare an email for the account manager to review.
A FIELD GUIDE TO AI AT WORK
Sales workflows
Explore practical AI workflows for sales: inputs, implementation steps, human checks and downloadable skills to adapt to your team.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Follow an outstanding agreement through signature
Keep an unsigned agreement connected to its current signer, correspondence and next action. Prepare contextual reminders, stop stale chases and verify completion before closing the log.
Qualify creator sponsorship enquiries
Turn incoming sponsorship enquiries into commercial review records covering the creator, channel, deliverables, timeline, budget, and usage rights. Separate missing information from poor fit and draft the next reply without accepting a deal.
Preview quote options within approved pricing rules
Translate a buyer’s options into comparable commercial quotes using the approved pricing engine and explicit exception holds.
Route an inbound lead to the right owner and calendar
Apply territory and product rules to a new inquiry and prepare an owner-specific response with the correct booking link.
Build a detailed risk register for a shortlisted tender
Read a selected construction tender and its annexes to produce a traceable register of obligations, dependencies, ambiguities and specialist review questions.
Review a sales proposal against the client brief and team standards
Check an existing proposal for missing client requirements, inconsistent commitments and departures from an approved proposal rubric.
Screen tender notices against delivery capabilities
Compare new tender documents with the work your team can actually deliver. Prepare a shortlist with eligibility evidence, deadlines and unresolved commercial questions.
Match a customer’s request to products that meet its constraints
Translate an imprecise shopping request into checked requirements, compare catalog items and explain which options fit.
Screen new product opportunities using demand and margin evidence
Compare potential new products with permitted marketplace evidence and supply costs. Prepare a shortlist for a bounded assortment test.
Review lost deals when the original obstacle changes
Connect a fresh business signal to a previously lost deal. Draft outreach only when it addresses the recorded obstacle.
Update the CRM from meeting notes
Transfer commitments and next steps from a transcript into the right CRM record using predefined rules.
Prepare questions for a first client conversation
Adapt an established sales method to your product and customer segment so the salesperson has a useful sequence of questions.
Prepare for client calls using email and CRM context
An agent gathers context before a meeting from calendars, correspondence, CRM records, and public sources. Designed for salespeople and leaders, including B2B sales teams.
Prepare sales talking points for a specific prospect
This workflow connects public information about a prospect with your product’s value. It supports preparation for a tailored B2B pitch.
Build a value calculator for sales conversations
Give sales staff a small interactive tool for discussing how a prospect’s current workload could change with the proposed product.
Generate consistent conversion reports from CRM data
Use a data connector and shared definitions to produce recurring sales-funnel breakdowns without rebuilding dashboard widgets for every question.
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