AI workflows for sales & marketing
Short, practical workflows you can run today with an AI assistant and the tools you already have.
Research an account in 10 minutes
Decide if an account is worth your time, who to contact and what to say, before you write a single email.
ChatGPT, Claude or Perplexity (web search on)
ChatGPT, Claude or Perplexity (web search on)
ChatGPT, Claude or Perplexity (web search on)APApolloCYClayWrite a cold email from a hiring signal
Turn "they're hiring for X" into a short, relevant first email that doesn't sound like a template.
ChatGPT or ClaudeChatGPT or ClaudeSMSmartleadTurn a LinkedIn post into a first message
Use what prospects already said in public to start a real conversation, not a pitch.
LinkedIn or Sales NavigatorChatGPT or ClaudeChatGPT or ClaudeHEHeyReachPrep a discovery call brief in 10 minutes
Walk into every first call knowing the company, the people and the three questions that matter.
ChatGPT, Claude or Perplexity (web search on)ChatGPT, Claude or Perplexity (web search on)ChatGPT, Claude or Perplexity (web search on)LinkedIn or Sales NavigatorHUHubSpot Sales HubWrite a follow-up email from your call notes
Send a clear recap and next steps within the hour, and update your CRM at the same time.
ChatGPT or ClaudeChatGPT or ClaudeHUHubSpot Sales HubDraft a mutual action plan with your buyer
Agree on every step to signature and go-live, so deals stop stalling after a great demo.
ChatGPT or ClaudeChatGPT or ClaudePAPandaDocHUHubSpot Sales HubRun a weekly pipeline review in 30 minutes
Spot stuck and risky deals in minutes, then spend the meeting on the three deals that matter.
ChatGPT or Claude (with file upload)ChatGPT or Claude (with file upload)CLClariTurn one webinar into 10 LinkedIn posts
Get two to three weeks of posts and clips out of a talk you already gave.
ChatGPT or ClaudeChatGPT or ClaudeBUBufferBuild a competitor comparison page that ranks
Write an honest "[You] vs [Competitor]" page that buyers trust and search engines can find.
ChatGPT or Claude (web search on)ChatGPT or Claude (web search on)SUSurferRun founder-led outreach in 30 minutes a day
A daily routine for founders who need pipeline but don't have a sales team yet.
ChatGPT or ClaudeChatGPT or ClaudeLinkedIn or Sales NavigatorAPApolloWant the full system?
Explore multi-tool GTM Playbooks with automated enrichment, routing, and CRM sync architectures.