Here’s every way I currently use AI in sales, no bs:

- Find “lookalike” accounts for deals we’ve recently completed so I can prospect best-fit accounts (thank you Kyle Asay)

- Find the most felt pain points at the exec-level to hypothesize and test in my outreach and discovery strategy. (Shout out to Jen Allen-Knuth for this.)

- Draft my cold emails with an extremely specific messaging matrix - Always editing them before sending. (Got this one from Jason Bay)

- Consolidate prior convos into high-level problem statements to recap on calls. (Nick Cegelski, thank you)


That is it.

Most of the work I actually do is still manual. AI rarely gives me anything I can send out right away.

I don't hate AI.

But I can't stand the nonstop noise. Every conversation doesn't need to be about AI.

Here’s every way I currently use AI in sales:

- Find “lookalike” accounts for deals we’ve recently won so I can prospect best-fit accounts (thank you Kyle Asay)

- Find the best exec-level problems to hypothesize in my cold outreach and discovery (thank you Jen Allen-Knuth)

- Draft my cold emails within extremely specific guidance and a messaging matrix - I always edit before sending (thank you Jason Bay)

- Consolidate prior convos into high-level problem statements to recap at top of calls (thank you Nick Cegelski)

- Build one-page business cases (thank you Nate Nasralla)

That’s it. There is a lot of manual work involved still. AI produces almost nothing that is customer-ready on the first go.

I’m not anti-AI

But I am anti-always-talking-about-ai-every-second-of-every-day

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

→ 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

→ Call recording pushes deal info to CRM. Champion follow-up and nudge reminders. Action items, collateral, case studies, business case drafts → AI gives me the v1, then I use it as a thought partner and collator for the final version.

3/ Deal management

→ CRM updates as deals move through stages. At-risk deal flags. Forecasting based on actual signals (emails, texts, call transcripts, usage).

4/ Reporting + dashboards

→ Pipeline visibility. Summon through Slack, text → instant reports, dashboards, insights.

5/ Coaching

→ 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

→ 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?

10 ways I use Claude for sales
Appointments, nurturing, closing, and retention for non-technical founders 👇

I run sales systems not a dev team
I've been building everything with Claude
You describe what you want it builds it

Here's what I actually use it for

1/ Identifying and targeting the right leads
→ Claude builds my full targeting breakdown
→ My team only talks to buyers who fit

2/ ICP from my best 100 clients
→ Claude finds who I should go after
→ Industry, size, role, revenue all mapped out

3/ Full market system built in one day
→ Positioning, value prop, and competitor analysis
→ Plus 12 messaging angles from one brief

4/ Offers backed by 6 months of data
→ Claude structures pricing, packaging, and guarantees
→ Everything built around what already converts

5/ Outbound that books 30% more calls
→ Every email and LinkedIn message personalized
→ No copy paste and no templates ever

6/ Recovers 40% of my no shows
→ Claude sends the right message right time
→ Rebooks the call without my team touching it

7/ Pitch scripts from prospect's 3 biggest problems
→ Not a generic deck nobody reads
→ A conversation framework that actually closes

8/ Objection handling updates every 7 days
→ How AI reads my call notes every week
→ Rewriting responses based on what prospects say

9/ Training built from my best 20 calls
→ Scripts, breakdowns, and scorecards ready to go
→ New hires ramp in 5 days not months

10/ Sales docs nobody has to write
→ Playbooks, SOPs, onboarding, and KPI dashboards
→ Built for a team of 3 or 150

Most of these took under an hour
Some took 20 minutes

It hallucinates sometimes that's real
But for sales ops the ROI is stupid

If your team still does this manually
That's the bottleneck

Comment "Sales" and I'll send the full breakdown
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