AI for Sales Teams

Updated October 14, 2026

For sales reps and managers. You'll build a demo-request form that drops every lead into your workflow, then an AI agent that drafts the follow-ups and keeps deals moving. You'll also recap a sales call, research a prospect before the meeting, read a sales export, and clean your list before a big send.

Work through them in order: each step builds on the one before it, and every module runs in a practice copy of ChatGPT, Capsule CRM, Gemini, Claude, no2bounce, Kylon, Pancake, n8n and Lovable right in your browser. It is free, and no experience is needed.

Intermediate 14 modules about 155 minutes Free Start the path free

The path: 14 steps

1. Step 1: Send a Same-Day Follow-up After Every Discovery Call using ChatGPT✓ Done Beginner

   Turn a discovery call transcript into the decisions, the next steps with owners and dates, deal notes for your CRM, and a follow-up email the prospect gets the same afternoon.

   Free · about 7 minutes · Next up: Never Lose a Client Follow-up using Capsule CRM

2. Step 2: Never Lose a Client Follow-up using Capsule CRM✓ Done Beginner

   A business case for a small firm: price what dropped follow-ups cost, then use Capsule CRM to give every enquiry an owner and a next step: add a client, check the pipeline stages, add a deal with a value and close…

   Free · about 18 minutes · Next up: Hold Your Price When a Prospect Asks for a Discount using ChatGPT

3. Step 3: Hold Your Price When a Prospect Asks for a Discount using ChatGPT✓ Done Beginner

   A prospect wants 30% off and a free month to sign this week. Give ChatGPT the thread and your pricing rules, catch the discount you can't approve, and send a reply that keeps the deal moving from Gmail.

   Free · about 9 minutes · Next up: Stop Losing Context: When to Start a New Chat vs Keep Going using ChatGPT

4. Step 4: Stop Losing Context: When to Start a New Chat vs Keep Going using ChatGPT✓ Done Beginner

   Quote a customer in one ChatGPT chat, change the numbers without re-pasting anything, then start a clean chat for the next customer so their details never mix.

   Free · about 9 minutes · Next up: Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways

5. Step 5: Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways✓ Done Beginner

   Upload a CSV of sales to ChatGPT, have it check the data first, ask your questions, get a chart you can download, and finish with the three takeaways that matter.

   Free · about 10 minutes · Watch the video · Read the guide · Next up: Gemini Deep Research: Build a Cited Brief Before a Client Meeting

6. Step 6: Gemini Deep Research: Build a Cited Brief Before a Client Meeting✓ Done Beginner

   Ask Gemini Deep Research to research a prospect's industry, read its plan before it starts, then check where the key numbers really came from.

   Free · about 6 minutes · Next up: Research a Prospect's Market with Claude Research Before a Pitch (Consultants & Agencies)

7. Step 7: Research a Prospect's Market with Claude Research Before a Pitch (Consultants & Agencies)✓ Done Beginner

   Turn on Research before a pitch, have Claude check what a prospect's competitors offer online, read the cited report, check a source and turn it into talking points for the meeting.

   Free · about 7 minutes · Next up: Protect Your Sender Reputation Before a Big Send using no2bounce

8. Step 8: Protect Your Sender Reputation Before a Big Send using no2bounce✓ Done Beginner

   A business case: a 9% bounce rate puts your email account and inbox placement at risk. Use no2bounce to check a contact list, read what it finds, and send only to addresses that are safe.

   Free · about 8 minutes · Next up: Kylon AI Sales Agent: Find the Reason to Reach Out

9. Step 9: Kylon AI Sales Agent: Find the Reason to Reach Out✓ Done Intermediate

   Add a sales agent to your Kylon workspace, teach it what a good account looks like, check its sourced reason for one firm, approve a short first email, then make it a weekly workflow.

   Free · about 8 minutes · Next up: Pancake: Get Qualified Sales Conversations from Claude Without Hiring a BDR

10. Step 10: Pancake: Get Qualified Sales Conversations from Claude Without Hiring a BDR✓ Done Intermediate

    Price a sales hire against $99 a month, connect Pancake to Claude, describe your ideal client, approve the leads and the messages, then read the replies and learn the outreach basics.

    Free · about 16 minutes · Next up: Build an n8n AI Agent That Writes Deal Follow-Ups

11. Step 11: Build an n8n AI Agent That Writes Deal Follow-Ups✓ Done Intermediate

    Build an AI agent for Northwind Scheduling Software that writes follow-up messages for your open deals and saves them to Google Sheets — chat trigger, AI Agent, system prompt, model, memory, and the Sheets tool.

    Free · about 12 minutes · Read the guide · Next up: Speed-to-Lead Agent: Answer Every Web Lead in 60 Seconds

12. Step 12: Speed-to-Lead Agent: Answer Every Web Lead in 60 Seconds✓ Done Advanced

    Build an n8n workflow that scores every website lead with AI, emails a personal first reply within seconds, and pings Slack only when a lead is hot.

    Free · about 15 minutes · Watch the video · Read the guide · Next up: Build an AI Demo Request Form That Qualifies Leads

13. Step 13: Build an AI Demo Request Form That Qualifies Leads✓ Done Advanced

    Build a "Book a demo" form in Lovable for Northwind Scheduling Software and connect it to n8n — the AI agent rates each lead hot, warm or nurture, saves it to Google Sheets and emails the right next step.

    Free · about 15 minutes · Next up: Lovable + n8n: Build a Web App with an AI Backend

14. Step 14: Lovable + n8n: Build a Web App with an AI Backend✓ Done Advanced

    Build a contact form in Lovable and connect it to an n8n workflow — webhook trigger, AI Agent, Google Sheets, Gmail, and a Respond node that ties it all together.

    Free · about 15 minutes · Last step

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