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Sales Guides

AI playbooks for Sales

Accelerate prospecting, personalization, and pipeline management with AI-driven playbooks.

AI for Sales: Prospecting That Actually Books Meetings

PRO

You're spending 45 minutes manually researching each prospect. LinkedIn, company website, press releases, tech stack, recent news. Then you write a personalized email that maybe gets a response.

Intermediateapollo.io, Salesforce +2
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AI for Sales: Proposals That Close Deals Faster

PRO

It's Thursday afternoon. You've had a great discovery call, the champion is excited, and they've asked for a proposal by Monday. Now you're looking at 6-8 hours of work: pulling together case studies, customizing the solution section, building the ROI analysis, formatting everything in your template

Advancedpandadoc.com, PandaDoc free trial +3
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AI for Sales: Cold Outreach That Actually Gets Replies

PRO

You've got a list of 100 prospects. You know you should personalize every email. But at 8 minutes per email—research, draft, customize, proofread—that's 13 hours. You don't have 13 hours. So you send semi-personalized templates and wonder why your reply rate is 2%.

Intermediateapollo.io, lavender.ai +2
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AI for Sales: Negotiation Strategies That Protect Your Margins

PRO

The procurement team just asked for 25% off. Your deal is at $100,000. You can feel the quarter pressure. Your manager is watching the pipeline. And in the moment, you say "let me see what I can do"—the four most expensive words in sales.

IntermediateClaude, Salesforce +1
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AI for Sales: Discovery Calls That Actually Qualify Deals

PRO

You just got off a call that felt great. The prospect was engaged, asked questions, even laughed at your jokes. You mark it as "Strong Interest" in your CRM and move on to the next call, feeling good about your pipeline.

Intermediatefireflies.ai, claude.ai +6
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