I use AI in every part of my sales process.
I use AI in every part of my sales process.
Tried almost everything out there, narrowed it down to three tools: Claude Code, Claude Cowork, and Lindy. If I'm building something from scratch, Supabase and Vercel too.
Here's exactly how I use them:
1/ Account + call prep
β Account maps, strategic business objectives, exec behavior, investor behavior, team dynamics, recent intel. I have a full picture before every single call.
2/ During + after the call
β Call recording pushes deal info to CRM. Champion follow-up and nudge reminders. Action items, collateral, case studies, business case drafts β AI gives me the v1, then I use it as a thought partner and collator for the final version.
3/ Deal management
β CRM updates as deals move through stages. At-risk deal flags. Forecasting based on actual signals (emails, texts, call transcripts, usage).
4/ Reporting + dashboards
β Pipeline visibility. Summon through Slack, text β instant reports, dashboards, insights.
5/ Coaching
β After every single call I get coaching sent to my phone. Voice note or text. End of the week, a synthesized coaching summary. Patterns, strengths, where to sharpen, what best practice am I lacking, goals and accountability.
6/ Prospect intelligence
β ICP refinement. What pain points resonate, what messaging lands, deal blockers, competitive intel, etc. After enough calls, AI starts showing me patterns I wouldn't catch on my own. Which personas convert fastest, what objections show up at which stage, where deals actually die.
I think most sales leaders are overwhelmed right now with when and how to use AI. There's too much noise. This is what's actually working for me.
What am I missing - what have GTM folks found most valuable?