Lesson 8 20 min

Build Your Complete Sales AI System

Assemble everything into a repeatable AI-powered sales workflow—from prospecting to closing.

Your Sales Command Center

Over the past 7 lessons, you’ve learned how to use AI for every stage of the sales cycle. Now it’s time to assemble those pieces into a single, repeatable system you’ll use every day.

Think of this as building your personal sales command center—a set of workflows, templates, and processes that make you consistently faster and more effective than reps who work without AI.

The Complete AI Sales Workflow

Here’s the full system, stage by stage:

Stage 1: Prospecting (Lesson 2)

Input: Target account list or ICP criteria AI Tasks:

  • Build prospect profiles using the Five-Layer Research Stack
  • Score prospects with BANT+ framework
  • Prioritize pipeline by tier (A/B/C)

Your output: A prioritized list of 20-50 prospects with research briefs

Time investment: 30-60 minutes for 20 prospects (vs. 10+ hours manually)

Stage 2: Outreach (Lesson 3)

Input: Research briefs from Stage 1 AI Tasks:

  • Generate personalized cold emails using prospect research
  • Build 5-email sequences for each segment
  • Create subject line variations for A/B testing

Your output: Personalized sequences ready for review and sending

Time investment: 45-60 minutes for 20 personalized sequences (vs. 6-8 hours manually)

Stage 3: Discovery (Lesson 4)

Input: Prospect response or meeting booked AI Tasks:

  • Generate pre-call briefs with company intelligence
  • Create SPIN question sets tailored to each prospect
  • Prepare post-call note templates

Your output: One-page brief per call, organized notes, follow-up email draft

Time investment: 15-20 minutes per call (vs. 45-60 minutes manually)

Stage 4: Proposal (Lesson 5)

Input: Discovery call notes and prospect requirements AI Tasks:

  • Generate prospect-first proposal draft
  • Create three-tier pricing options
  • Build implementation timeline
  • Select and frame relevant case studies

Your output: A complete, customized proposal ready for review and polish

Time investment: 60-90 minutes per proposal (vs. 4-8 hours manually)

Stage 5: Objection Handling (Lesson 6)

Input: Known concerns and anticipated pushback AI Tasks:

  • Generate objection maps for specific prospects
  • Prepare LAER responses for top objections
  • Create internal champion materials
  • Practice through AI role-play

Your output: Objection playbook, champion one-pager, practiced responses

Time investment: 20-30 minutes of preparation (vs. reactive scrambling)

Stage 6: Follow-up & Pipeline (Lesson 7)

Input: Deal status, call notes, pipeline data AI Tasks:

  • Generate value-add follow-up sequences
  • Convert call notes to CRM entries
  • Run pipeline health checks
  • Create re-engagement campaigns for dead deals

Your output: Systematic follow-up schedule, clean CRM data, pipeline insights

Time investment: 15-20 minutes daily (vs. 45-60 minutes of disorganized work)

Building Your Prompt Library

Your prompt library is the engine of your AI sales system. Here’s how to organize it:

The Prompt Template Structure

PROMPT LIBRARY
├── 01-PROSPECTING
   ├── ICP definition template
   ├── Company research template
   ├── Stakeholder mapping template
   ├── Trigger event scanner
   └── Prospect scoring template
├── 02-OUTREACH
   ├── Cold email (first touch)
   ├── Sequence email 2-5 templates
   ├── Subject line generator
   ├── LinkedIn connection message
   └── Breakup email
├── 03-DISCOVERY
   ├── Pre-call brief generator
   ├── SPIN question generator
   ├── Post-call note organizer
   └── Follow-up email (post-call)
├── 04-PROPOSALS
   ├── Executive summary generator
   ├── Current situation writer
   ├── Solution section template
   ├── ROI calculator
   ├── Pricing tier builder
   └── Presentation outline
├── 05-OBJECTIONS
   ├── Objection map generator
   ├── LAER response builder
   ├── Role-play scenario setup
   └── Champion one-pager
└── 06-FOLLOW-UP
    ├── Value-add follow-up series
    ├── CRM entry formatter
    ├── Pipeline health check
    ├── Dead deal re-engagement
    └── Win/loss analysis

How to Save and Iterate

  1. Start with the templates from this course as your baseline
  2. Customize for your product and market—add your specific context
  3. Tag your best outputs so you remember which prompts produced great results
  4. Version your prompts when you find improvements
  5. Share with your team the prompts that work best

Your Capstone Project

Now it’s time to put everything together. Choose one real deal (active or upcoming) and work through the entire pipeline:

Part 1: Research and Prioritize (20 minutes)

Using your prospecting templates:

  1. Build a complete prospect profile for your target account
  2. Score them using BANT+
  3. Identify the top 3 personalization angles
  4. Map the decision-making committee

Quick check: Before moving on, can you recall the key concept we just covered? Try to explain it in your own words before continuing.

Part 2: Create Your Outreach (20 minutes)

Using your outreach templates:

  1. Write a personalized cold email
  2. Generate the full 5-email sequence
  3. Create 5 subject line variations
  4. Draft a LinkedIn connection message

Part 3: Prepare for Discovery (15 minutes)

Using your discovery templates:

  1. Generate a complete pre-call brief
  2. Create 12 SPIN questions
  3. Identify 5 trigger phrases to listen for
  4. Draft the post-call follow-up email template

Part 4: Build the Proposal Framework (20 minutes)

Using your proposal templates:

  1. Write the executive summary
  2. Draft the “Current Situation” section
  3. Create three pricing tiers
  4. Build a 4-week implementation timeline

Part 5: Prepare for Objections (15 minutes)

Using your objection templates:

  1. Generate the top 5 objections for this specific deal
  2. Prepare LAER responses for each
  3. Create a one-page champion document
  4. Run a 5-minute role-play for the toughest objection

Measuring Your System’s Impact

Track these metrics to quantify how AI is improving your sales performance:

Efficiency Metrics

MetricBefore AITargetHow to Measure
Prospects researched per hour2-310-15Count per session
Cold emails written per hour3-415-20Count per session
Call prep time30-45 min10-15 minTime yourself
Proposal creation time4-8 hours1-2 hoursTime per proposal
CRM update time15 min/call5 min/callTime per entry

Effectiveness Metrics

MetricIndustry AverageYour TargetHow to Measure
Cold email response rate2-5%10-15%Track in CRM
Discovery-to-proposal rate30-40%50-60%Track by stage
Proposal win rate15-25%30-40%Track by stage
Average deal cycleVaries-20%Track by deal
Follow-up consistencySporadic100% on scheduleTrack in CRM

The Monthly Review

Every month, spend 30 minutes reviewing your system:

  1. What worked? Which prompts produced the best results?
  2. What didn’t? Where did AI output need the most editing?
  3. New objections? Add any new ones to your playbook
  4. Market changes? Update industry context in your templates
  5. Win/loss patterns? What’s the common thread in your closed deals?
Analyze my sales activity this month:

DEALS WON: [List with brief details]
DEALS LOST: [List with reasons]
ACTIVE PIPELINE: [Current deals and stages]

Identify:
1. Patterns in wins (what did they have in common?)
2. Patterns in losses (recurring objections or failure points?)
3. Pipeline risks (deals that show warning signs)
4. Recommendations for next month's focus

Course Review: Everything You’ve Learned

LessonCore SkillKey Framework
1. IntroductionAI sales mindset80/20 rule: AI for prep, you for relationships
2. ProspectingResearch at scaleFive-Layer Research Stack + BANT+ scoring
3. OutreachPersonalized cold emailHook + Insight + Ask + Close + 5-email sequences
4. DiscoveryCall preparationPre-call briefs + SPIN questions + 70/30 rule
5. ProposalsProspect-first proposals7-section structure + three-tier pricing
6. ObjectionsAnticipation over reactionLAER framework + objection mapping + role-play
7. Follow-upSystematic persistence7 follow-up types + multi-channel cadence
8. CapstoneComplete systemPrompt library + workflow + monthly review

What’s Next

You now have a complete AI sales system. Here’s how to keep improving:

  1. Use it every day. The system only works if you work it. Commit to AI-assisted prep for every call, every outreach, every proposal.
  2. Iterate relentlessly. Your prompts will get better over time as you learn what produces the best results.
  3. Share with your team. When you find something that works, share it. Teams that adopt AI together outperform individual adopters.
  4. Stay current. AI tools evolve quickly. What’s possible today will be even more powerful in six months.

The reps who master AI-assisted selling aren’t replacing the human elements of sales. They’re amplifying them. More research means more relevant conversations. Better preparation means more confidence. Systematic follow-up means more deals closed.

Go close some deals.

Knowledge Check

1. What's the foundation of an effective AI sales system?

2. Why should you keep a 'swipe file' of successful AI prompts?

3. What's the most important metric to track when measuring your AI sales system's effectiveness?

4. How often should you review and update your AI sales system?

Answer all questions to check

Complete the quiz above first

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