A FIELD GUIDE TO AI AT WORK
Explore practical AI workflows for sales: inputs, implementation steps, human checks and downloadable skills to adapt to your team.
ESSENTIALS / THREE FOUNDATIONS
Build the foundations with three practical skills.
Choose your recurring activities to build a starting set.
A team described an AI-built game that lets prospects manage three ad campaigns with and without attribution data. The comparison illustrates why additional evidence can change spending decisions.
A rental business used an AI-built partner platform to coordinate onboarding, training, referral codes, and activation tasks, while staff focused on partners who needed help or showed progress.
A practitioner demonstrated an assistant finding an introduction email, researching the new contact, and recording the relationship context and agreed next steps in a local CRM.
A real-estate business combined a scripted messaging agent with a human appointment team so brokers received booked meetings rather than an unmanaged queue of new enquiries.
A property team used an AI-written spreadsheet script to group agents by prior building sales, create partner-specific working sheets, and track outreach status.
Give sales staff a practice partner that raises realistic objections and provides feedback on the exchange.
Extract shipment requirements from an unstructured email, obtain a price from an existing pricing service, and prepare a response for the customer. Keep incomplete requests in a clarification queue.
Combine correspondence, meetings, tasks, and product context to identify unresolved tensions in an existing account. Prepare a concrete plan for the account owner to discuss and act on.
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