Module 17 – AI for Sales & Client Work
Overview
This module helps you use AI to improve client interactions and sales workflows without sounding generic or robotic.
What you’ll learn
- How to prepare a client brief quickly.
- How to summarize calls into actionable next steps.
- How to craft tailored follow-ups that sound human.
1. Build a client brief
You are my account prep assistant. I will give you notes about a client.
Please create:
- A one-page client brief
- Key goals and pain points
- Suggested questions for the next meeting
Client notes: [PASTE NOTES]
2. Summarise the call
After a meeting, paste notes and generate a summary with owners and deadlines.
3. Tailor the follow-up
Ask AI to match the client’s tone and keep the email under 200 words.
Today’s action
- Create a one-page brief for your next client call.
- Summarize a recent call into next steps.
- Draft a tailored follow-up email and personalize it before sending.