Get Your Sales Team Using AI This Week (Free Setup Kit)
Ash Behrens | AI Automation
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Get Your Sales Team Using AI This Week (Free Setup Kit)
17 просмотров · 2 дн. назад
Ash Behrens | AI Automation
35 подписчиков
17 просмотров · 2 дн. назад
Get the free First Week Kit (a start-here guide plus a file for each day) in the Video Resource Library: https://actionable-ai.kit.com/c7da930...
Want a fractional AI team embedded in your company? Book a free call: https://calendly.com/ash-actionableai...
More from Actionable AI: https://www.actionableai.io/?utm_sour...
Salesforce surveyed over 4,000 sales pros and found that 60% of a rep's week goes to work other than selling. Creating quotes, planning and typing data into the CRM take the biggest slices. I built an AI skill for each of those jobs, and this is the order I'd set them up in if I took over a sales team tomorrow: the follow-up email on day one, a meeting prep brief every morning on day two, the proposal on day three, and a CRM that updates itself after every call on day four.
For each day you get what you need, what you do and how you know you're done. Drag the kit's two folders into Claude Cowork and it interviews you about your company, writes a plan and builds it with you one day at a time. Everything it makes is a draft, a brief or a proposed update for you to review, so nothing gets sent or written on its own. The hours you get back go into coaching your reps.
WATCH THE FULL BUILDS
Day 3, a sales call becomes a finished proposal: • How I Write Customized Sales Proposals in ...
Day 4, CRM updates from your sales calls: • LEVEL UP Your CRM Updates Using AI
TOOLS USED IN THIS VIDEO
Claude Cowork, runs the kit and the 8 AM meeting prep task: https://claude.com/product/cowork
Fireflies, the note-taker I connect to Claude (Granola or the Teams and Zoom transcripts work too): https://fireflies.ai
n8n, to automate the follow-up email on day 1B: https://n8n.io
Zapier, the other option for day 1B: https://zapier.com
HubSpot, the CRM in my CRM build: https://www.hubspot.com/products/crm
Wispr Flow, the voice dictation I use daily: https://wisprflow.ai/r?ASH12345755
SOURCE
Salesforce, State of Sales, 7th edition (2026), p.8 time split and p.25 coaching: https://www.salesforce.com/en-us/wp-c...
CHAPTERS
0:00 60% of a rep's week isn't selling
0:41 Why this order
1:27 How the First Week Kit works
1:58 Day 1: the follow-up email
3:36 Day 2: a meeting prep brief every morning
4:55 Day 3: the proposal
5:53 Day 4: the CRM updates itself
7:05 Put the hours into coaching
7:32 Recap and the free kit