AI for Sales 101

AI is a first-draft machine. It writes faster than you, never gets tired, and doesn't have bad days. But it doesn't know your prospect, your deal history, or the subtext from your last call. That's still your job — and it always will be.

Every good prompt has three parts: a Role (who the AI should be), Context (the deal situation), and a Task (exactly what you need). That's the whole framework — nothing more complicated.

The #1 reason AI output sounds like a template is because the input was generic. Bad prompts produce bad output. The fix is one line of specificity — and it changes everything.

The reps getting the best results treat prompts like reusable templates — one cold email prompt with [COMPANY], [PAIN POINT], and [TRIGGER] placeholders. Fill in the blanks for each prospect — personalised first draft in seconds.

Try this prompt

You are a top-performing B2B SDR. Write a cold email to [STAKEHOLDER TITLE] at [COMPANY], a [INDUSTRY] company. They recently [TRIGGER]. Our product helps [VALUE PROP]. Make the subject line a question. Keep it under 80 words. Don't mention competitors.

The biggest follow-up mistake is the “just circling back” email. AI can help you write follow-ups that reference something specific from your last conversation — making them feel personal even at scale. Always give it one real detail from the call.

Try this prompt

Write a follow-up email after a discovery call with [PROSPECT NAME], [TITLE] at [COMPANY]. They mentioned [SPECIFIC PAIN POINT] as a top priority and asked about [QUESTION THEY ASKED]. Propose a 30-minute demo next week. Keep it under 100 words. Sound like a peer, not a vendor.

Before any important call, ask AI for the top objections from your prospect's perspective — and a sharp response to each. Takes 60 seconds. You'll never get caught flat-footed again. This is the habit that separates prepared reps from reactive ones.

Try this prompt

I'm about to call a [TITLE] at a [INDUSTRY] company. They currently use [COMPETITOR / CURRENT SOLUTION] and we're at proposal stage. Give me the 3 most likely objections they'll raise and a concise, confident response to each. Keep each response to 2–3 sentences.

The best reps don't write prompts from scratch every time. They build a small library of 5–10 templates — cold email, follow-up, objection prep, discovery questions — and reuse them across every deal. The template gets sharper with every use. That's exactly what WinDeals is built for.

Before any call, ask AI to surface what matters to a person in that role right now, and what smart questions you should be asking. Combine it with a 30-second LinkedIn check and you walk in more prepared than 90% of the reps they'll speak to that week.

Try this prompt

I'm calling [PROSPECT NAME], [TITLE] at [COMPANY], a [INDUSTRY] company. Give me: (1) 3 things likely top-of-mind for someone in their role right now, (2) 2 sharp discovery questions I should ask, (3) one industry trend I can reference to show I've done my homework.

The last step with any AI output is a 30-second edit. AI writes a strong first draft — you make it human. One personal detail is what separates a reply from a delete.