Prepare your sales calls using AI
This 27-page guide is for B2B founders and small sales teams who want to arrive at calls prepared and keep the next steps moving afterwards. It combines a practical sales process with a ChatGPT or Claude project for research, call preparation, recaps and proposals.
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About this guide
The current guide includes five call-preparation and follow-up prompts plus seven prompts for the rest of the process. It also covers the ten stages from a new enquiry to a signed deal, with scripts, a 60-minute self-audit and a 14-day implementation plan.
What's inside
Five prompts around the call
Research the company and person, build a one-page brief, prepare for objections, and draft the recap, CRM fields, proposal and follow-ups.
Seven prompts for the rest of sales
Check enquiry capture, draft replies, qualify and route leads, book meetings, learn from losses and review the numbers.
Ten stages from enquiry to deal
A standard, setup steps, warning signs and a number to watch at each stage.
Scripts and templates
Examples for replies, qualification, booking, no-shows, recaps, proposals and follow-up.
A self-audit and a 14-day plan
Check what a buyer experiences when they contact you, then work through a sequence of fixes.
Who it's for
- B2B service and software teams handling enquiries, discovery calls and proposals.
- Founders who still prepare calls and write follow-ups themselves.
- Small sales teams that need a consistent process from first reply to signed deal.
What you'll be able to do
- Prepare a call brief using the buyer information you have.
- Check the likely objections and the questions you still need to ask.
- Draft a recap and proposal from the actual conversation.
- Choose a weak stage of the sales process to work on first.
Before you start.
Is this just a call-preparation guide?
No. Call preparation is part of a wider guide covering the ten stages from a new enquiry to a signed deal, plus nurture and measurement.
Does it work with ChatGPT or Claude?
Both. The guide explains how to set up one project with your offer, prices, qualification rules and templates. You review the AI drafts before using them.
What changed from Enquiry to Deal?
That was the earlier version of this guide. The current PDF is 27 pages and adds the AI sales-system section, including the five call-related prompts and seven further prompts.
How do I get the guide?
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