Bots & Brains: Supercharging Sales Teams with AI

Hi,

In today’s sales environment, speed, precision, and personalization win deals, but the human brain alone can’t process the volume of data, buyer signals, and repetitive tasks required to stay ahead. That’s where AI comes in. AI won’t replace salespeople. But salespeople who use AI will replace those who don’t.

When used correctly, artificial intelligence isn’t a replacement for salespeople, it’s their ultimate partner. From prospecting to proposals, forecasting to follow-ups, AI tools can unlock hours of productivity, identify hidden opportunities, and surface insights that most sellers miss.

But simply plugging in software doesn’t equal results. AI needs context, strategy, and skilled people to drive its impact. 

Of note… When AI Should Not Be Used… Handling Highly Sensitive or Regulated Data Without Controls. How Companies with Sensitive Data Can Engage with AI: Use Private or On-Prem LLMs! AI doesn’t need to be avoided; it needs to be contained, governed, and aligned with your risk profile. Here is an acknowledgement policy if you would like to review for your team, LINK

WHY THIS WORKSHOP MATTERS

Buyers today expect instant responses, tailored solutions, and data-backed recommendations. 

AI enables sales teams to meet those expectations at scale. 

Whether you're a seller automating outreach, a manager using AI to coach better, or a business owner looking to forecast faster, this session helps you build a modern, human-centered tech stack. 

You'll learn how to reduce burnout, increase pipeline velocity, and use automation without losing the human touch.

DO’S AND DON’TS

WORKSHOP STEPS

STEP 1: AUDIT YOUR SALES PROCESS FOR AI OPPORTUNITIES

Objective: Identify repeatable, manual, or time-consuming tasks that AI can support.

Execution Tip: Get input from your sales team. Where do they lose the most time or confidence?

STEP 2: MATCH TOOLS TO SKILLS, NOT JUST TASKS

Objective: Ensure your AI investments support how your team sells, not just what they do.

Execution Tip: Test AI tools in real workflows before rolling them out org-wide.

STEP 3: CREATE AN AI-ENABLED SALES PLAYBOOK

Objective: Document how AI is used in each stage of your funnel and standardize best practices.

Execution Tip: Include AI usage policies (ethics, disclosure, accuracy) in your handbook.

3 UNIQUE FOCUS AREAS

1. DATA HYGIENE STRATEGY

• Tip: Train your team to update CRM consistently. AI is only as good as your inputs.

• Example: A VP of Sales implemented a “Friday Forecast Fix” where every deal had to be CRM-updated before AI tools could run weekly reports.

2. AI CAN COACH THE COACH

• Tip: Use tools like Gong to surface not just what’s said, but what’s missing.

• Example: A sales manager saw an increase in closed deals by using call analysis AI to pinpoint where reps skipped pricing discussions.

3. CUSTOMIZE, DON’T OVER-AUTOMATE

• Tip: Add human context to AI-generated content before sending.

• Example: A team using ChatGPT for follow-ups saw double the reply rate when they added personalized intros from the rep.

3 ACTIONS YOU’LL BE ABLE TO TAKE

1. Identify and implement the best AI tools for your current funnel gaps.

2. Create a sales team playbook that balances automation with personalization.

3. Coach reps and managers to use AI ethically, efficiently, and strategically.

READING LIST

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The Revenue Workshop isn’t theory. It’s a field-tested system used by real leaders, in real markets, under real pressure.  

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