Applied Sales AI / Practical. Skeptical. Specific. Evidence-led.
AI in action.
Sales in motion.
Tested AI workflows that turn account data, sales conversations and CRM records into verified next actions and customer-ready deliverables—without hiding the failure modes or removing human judgment.
WORKFLOW
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TEST
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RESULT
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INSIGHT
PROOF CONSOLE / METHOD
HUMAN CONTROLLED
SOURCETrace what matters
INFERENCELabel the reasoning
UNKNOWNDo not fill the gap
HUMAN REVIEWKeep authority visible
WORKFLOW EXPLORER / OPEN A JOB
Start with the sales job. Not the model.
The useful question is where AI fits, what evidence it needs and which decision still belongs to the seller or manager.
Research an account without inventing personalization
Build an evidence-backed account brief from public or approved sources, separate fact from hypothesis, and keep the seller responsible for relevance and outreach.
Turn a sales conversation into reviewable follow-through
Extract evidence, draft next steps and prepare CRM-ready suggestions without fabricating buyer commitments.
Map MEDDPICC evidence without manufacturing qualification
Organize evidence, contradictions and unknowns across a complex opportunity while keeping strategy and qualification authority human.
Review pipeline by exception instead of summarizing every deal
Surface stale next steps, evidence gaps and review priorities while forecast authority stays with the accountable manager.
Draft buyer-ready material without outrunning the truth
Prepare proposals, business cases, executive summaries and mutual action plans with claims and commitments left reviewable.
BEFORE / AFTER
The difference is not “more AI.” It is a better operating system.
UNCONTROLLED
Prompt → polished answer
Weak source rules. Hidden assumptions. No explicit review gate. Confidence can outrun evidence.
APPLIED
Input → analyze → verify → apply → result
Source rules and expected artifact are defined first. Unknowns remain unknown. Consequential action stays human.
TOOL ECOSYSTEM / THE MODEL IS A COMPONENT
Use familiar tools. Judge the workflow.
ChatGPT, Claude, Perplexity, Gemini and other tools can help with different parts of the job. Applied Sales AI tests them against the same task, source rules, output structure and review criteria when a comparison is warranted.
MODEL
ChatGPT
Test the task, not the logo.
MODEL
Claude
Hold inputs and rules constant.
MODEL
Perplexity
Inspect source behavior.
MODEL
Gemini
Compare usable output.
SYNTHETIC DEAL LAB
Realistic sales work. Zero live customer data.
Fictional companies, opportunities, CRM-shaped records, emails, transcripts and deliberate ambiguity make complete workflow demonstrations possible without exposing a real deal.
CASE FILE / CONTROLLED ENVIRONMENT
Known. Contradicted. Unknown.
The ambiguity is intentional. Missing facts, stale notes, weak signals and contradictory evidence are part of the test.
KNOWN → CONTRADICTED → UNKNOWN
FIELD NOTES / CURRENT
Current thinking from the lab.
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AI Pipeline Review: Find Exceptions Instead of Summarizing the CRM
A useful AI pipeline review should reduce a manager’s reading burden by surfacing evidence gaps and exceptions—not produce a prettier recap of…
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AI MEDDPICC Analysis: How to Map Evidence Without Inventing Qualification
AI can help organize MEDDPICC evidence across notes, emails, transcripts, and CRM records, but it should not turn weak signals into completed…
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AI Account Research for Sales: Build an Evidence-Backed Account Brief
A useful AI account brief is not a company summary. It is a source-grounded decision aid that distinguishes verified facts from sales…
WORKFLOW LAB / EMAIL
One workflow. What worked. What failed. What still needs judgment.
Get practical tests, implementation notes and the review layer behind the conclusion.
