Prospecting01
Build an AI account research brief your reps can trust
Turn approved company sources into a concise account brief with evidence, open questions, and a useful reason to talk.
3 min read · Workflow guide
THE PLAYBOOK LIBRARY
Find your next
better workflow.
16 practical guides for the work behind B2B sales.
16 guides
Prospecting02
Turn your best-fit accounts into a practical prospecting checklist
Use account evidence and disqualification rules to build an ideal customer profile that a sales team can actually apply.
3 min read · Workflow guide
Outreach & follow-up03
Draft B2B prospecting emails without fake personalization
Build a short, evidence-based message around a relevant business question instead of invented familiarity.
3 min read · Workflow guide
Outreach & follow-up04
Build an AI proposal follow-up queue that stops when buyers reply
Organize open proposals by owner, buyer question, approved version, and next action before drafting reminders.
3 min read · Workflow guide
Outreach & follow-up05
Review dormant sales opportunities before restarting outreach
Separate neglected follow-up from bad fit, explicit declines, and opportunities that need a new conversation.
3 min read · Workflow guide
Meetings & discovery06
Prepare a discovery call brief with AI
Combine verified account context and open questions into an agenda your rep can use in a real conversation.
3 min read · Workflow guide
Meetings & discovery07
Turn sales meeting notes into a reviewed CRM update
Extract decisions, questions, and actions without turning tentative conversation into a customer commitment.
3 min read · Workflow guide
Proposals & enablement08
Draft clearer B2B proposals from approved scope
Turn a structured opportunity brief into a readable proposal while keeping scope, pricing, and commitments under control.
3 min read · Workflow guide
Proposals & enablement09
Build an evidence-based sales objection library
Turn recurring buyer questions into approved responses with supporting evidence and clear escalation rules.
3 min read · Workflow guide
CRM & operations10
Use AI to find CRM gaps before automating follow-up
Identify missing owners, stale next steps, and conflicting records without letting generated guesses become CRM facts.
3 min read · Workflow guide
CRM & operations11
Build an inbound lead handoff with clear ownership
Summarize the inquiry, identify missing fields, and route it using approved territory and assignment rules.
3 min read · Workflow guide
Sales management12
Prepare a pipeline review around evidence and next steps
Build a weekly opportunity review that distinguishes recorded facts, rep judgment, and missing buyer evidence.
3 min read · Workflow guide
Sales management13
Use AI to prepare a focused sales coaching session
Review a small sample of conversations against an agreed skill rubric, then choose one behavior to practice.
3 min read · Workflow guide
Getting started14
A 30-day AI rollout plan for a B2B sales team
Pick one recurring sales task, establish the baseline, and test a reviewed workflow before expanding it.
3 min read · Workflow guide
Getting started15
Measure an AI sales pilot without counting guesses as revenue
Account for setup, review time, software costs, and accepted work before judging a pilot’s return.
3 min read · Workflow guide
Tools & buying16
Compare AI sales tools using the workflow your team needs
Use the same task, records, and exception cases to compare tools already in your stack with new software.
3 min read · Workflow guide
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