AI for Sales Teams
Same-day follow-ups after every call, held prices and agents that answer new leads in minutes.
Who it’s for: Account executives, sales managers and founders who sell.
- Module 1 · ChatGPT · Beginner · ~7 min
Send a Same-Day Follow-up After Every Discovery Call using ChatGPT
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.
- Module 2 · ChatGPT · Beginner · ~9 min
Hold Your Price When a Prospect Asks for a Discount using ChatGPT
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.
- Module 3 · Capsule CRM · Beginner · ~18 min
Never Lose a Client Follow-up using Capsule CRM
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 date, set a follow-up task, and read a forecast you can trust.
- Module 4 · ChatGPT · Beginner · ~10 min
Analyze a Spreadsheet
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.
- Module 5 · Gemini · Beginner · ~6 min
Gemini Deep Research: a cited brief before a client meeting
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.
- Module 6 · no2bounce · Beginner · ~8 min
Protect Your Sender Reputation Before a Big Send using no2bounce
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.
- Module 7 · Kylon · Intermediate · ~8 min
Kylon: an AI sales agent that finds the reason to reach out
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.
- Module 8 · Pancake · Intermediate · ~16 min
Pancake: Get Qualified Sales Conversations from Claude Without Hiring a BDR
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.
- Module 9 · n8n · Advanced · ~15 min
Speed-to-Lead Agent: Answer Every Web Lead in 60 Seconds
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.
- Module 10 · Lovable + n8n · Advanced · ~15 min
AI Demo Request Form
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.