I use AI every day in pre-sales.
I use AI every day in pre-sales.
And the most useful part of my setup is not a tool. It is a habit.
AI saves me hours every week.
Discovery prep, demo storylines, RFP answers, follow-ups.
But speed is only half the story. The other half is judgement.
For me, every AI task runs through two gates.
Gate 1, before the prompt: Should this information go in?
- Data privacy matters, so I think before I paste.
- Customer data, personal data, anything identifiable: I ask myself if it really needs to be there.
- Most of the time it does not. "A retail company with 40,000 employees" works just as well as the real name.
Gate 2, before I use the result: Should this result go out?
- Is it factually right? AI sounds confident even when it is wrong.
- Would I say this to a client, in the room?
- And is it mine? Edited, in my voice, with my judgement.
AI is the tool. Judgement is the job.
How do you handle this in your daily work? I am curious.
#ProductivityTuesday #PreSales #AI