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AI exercises for sales and customer success

46 exercises built around real tasks. Each takes about 5 minutes.

• Answer a big discount ask with two priced optionsReplying to customers · Keeping the AI to your sourcesPremium
• Answer a customer's renewal price question with the mathReplying to customers · Keeping the AI to your sourcesPremium
• Answer an RFP timeline question in exactly four phasesResumes, cover letters and applications · Asking for a format you can usePremium
• Average daily call activity after fixing a dialer glitchSpreadsheets and data · Giving the right contextPremium
• Brainstorm replies to "too expensive" in your best rep's styleBrainstorming · Showing an example of what you wantPremium
• Build a 30-minute pipeline review around this month's dealsMeetings and notes · Setting limits and rulesPremium
• Build a competitor battlecard from dated notesResearch and sources · Keeping the AI to your sourcesPremium
• Build a weighted Q4 forecast after deals move stagesSpreadsheets and data · Keeping the AI to your sourcesPremium
• Build call talking points from sourced research, not rumorsResearch and sources · Keeping the AI to your sourcesPremium
• Calm an angry customer with only the offer you're allowed to makeReplying to customers · Getting the tone rightFree
• Check a chatbot's pricing reply before it reaches a prospectFact-checking AI answers · Catching mistakes and made-up factsPremium
• Check an AI's commission math against your tiered planSpreadsheets and data · Catching mistakes and made-up factsPremium
• Check sales deck claims about a rival against their own pageResearch and sources · Catching mistakes and made-up factsPremium
• Check three discount options against a margin floorComparing options and deciding · Catching mistakes and made-up factsPremium
• Compare competitor prices for a 12-person team, showing the mathSpreadsheets and data · Asking for a format you can usePremium
• Compare win rates by lead source using closed deals onlySpreadsheets and data · Giving the right contextPremium
• Explain two pricing plans to a buyer in plain wordsExplaining things simply · Saying who it's forPremium
• Explain usage overage charges with the customer's own numbersExplaining things simply · Showing an example of what you wantPremium
• Find what to cut from your cold emailFeedback on your writing · Setting limits and rulesPremium
• Hand off a client account to a new rep in 4 bulletsSummarizing · Saying who it's forPremium
• Lay out an outbound email sequence from the new playbookEmails and messages · Asking for a format you can usePremium
• List only live integrations on a sales one-pagerSpreadsheets and data · Keeping the AI to your sourcesPremium
• List the mandatory RFP requirements with section numbersResearch and sources · Keeping the AI to your sourcesPremium
• Make your case for an open sales territory with real numbersResumes, cover letters and applications · Keeping the AI to your sourcesPremium
• Pick case study pull quotes only from approved speakersResearch and sources · Keeping the AI to your sourcesPremium
• Pick the proof points for a sales one-pagerSpreadsheets and data · Keeping the AI to your sourcesPremium
• Pick the prospects that fit your ideal customer profileResearch and sources · Setting limits and rulesPremium
• Plan a day of client visits around each client's time windowPlanning and scheduling · Setting limits and rulesPremium
• Project renewal revenue with a price uplift and a locked contractSpreadsheets and data · Giving the right contextPremium
• Pull page-cited facts from a prospect's annual reportResearch and sources · Keeping the AI to your sourcesPremium
• Pull the overdue deals out of a pipeline exportSpreadsheets and data · Giving the right contextPremium
• Rank accounts to call this week by your manager's renewal rulesPlanning and scheduling · Setting limits and rulesPremium
• Rank three territories on target accounts per repResearch and sources · Catching mistakes and made-up factsPremium
• Recount the quarter's sales commit after deals slipSummarizing · Catching mistakes and made-up factsPremium
• Report quota attainment after a canceled deal and a late startSpreadsheets and data · Keeping the AI to your sourcesPremium
• Turn a client QBR into follow-ups for both companiesMeetings and notes · Giving the right contextPremium
• Turn rambling discovery call notes into a clean CRM entrySummarizing · Asking for a format you can usePremium
• Turn trade show emails into a deadline checklistPlanning and scheduling · Keeping the AI to your sourcesPremium
• Verify a customer case study draft against the customer's dataFact-checking AI answers · Catching mistakes and made-up factsPremium
• Write a client-facing QBR agenda without internal notesMeetings and notes · Saying who it's forPremium
• Write a post-demo follow-up that offers only what's approvedEmails and messages · Giving the right contextPremium
• Write battlecard responses using only approved proofReplying to customers · Keeping the AI to your sourcesPremium
• Write booth opener lines for each kind of trade show visitorBrainstorming · Saying who it's forPremium
• Write cold email subject lines in your team's house styleEmails and messages · Showing an example of what you wantPremium
• Write P.S. lines that use real proof, not fake urgencyEmails and messages · Setting limits and rulesPremium
• Write pricing tier lines with monthly and annual prices straightSpreadsheets and data · Keeping the AI to your sourcesPremium