I use AI every day in tech sales - but I'm not sharing every trick
I started using AI in 2022 when ChatGPT hit the scene. It helped me write cold emails that actually got replies. From there, I pulled it into everything: coaching my kid's team, sending post-practice updates, building schedules, even breaking down game stats. What used to take days now takes minutes.
At work, AI lets me research faster, tailor outreach, and expand my pipeline. It hasn't closed a deal for me - that still comes from real conversations and trust - but it gets me in front of the right people with the right message more often. That's the part that matters.
My stack (and how I use it)
- Claude: Business communication, email drafts, call summaries, and content that sounds human.
- Perplexity: Deep research on accounts, markets, and buyer pain points with sources I can verify.
- Gemini: Simple images or visuals for decks and post-call recaps.
- Sales Navigator and company tools: Pinpoint likely buyers and map orgs before outreach. It makes the first message land.
If you're new to this, even just combining Sales Navigator with one writing model will speed you up. You'll spend less time guessing and more time talking to people who actually care.
Learn more about Sales Navigator
What actually moves the needle
- Speed to insight: I can scan a company, find buying triggers, and tailor a message in 10 minutes.
- Targeting: Tools help me find the right title at the right time, so the first touch feels relevant.
- Consistency: AI keeps me producing quality outreach when the calendar is packed.
AI grows the pipeline. Relationships close it. Keep those two ideas separate and you won't get lost in shiny tools.
Workflows you can copy
- Account prep in 10 minutes: Ask your research tool: "Summarize ACME's last 12 months: key initiatives, leadership changes, pains tied to [your category]. Cite sources." Then ask your writing model: "Turn that into three insights and two questions for a discovery call."
- Outbound email in 5 minutes: "Write a 120-word email to a VP of Operations at a 500-1,000 person company. Problem: manual reporting delays decisions. Tie to [recent initiative]. Offer 15-minute audit. Tone: concise, no fluff, one CTA."
- Call follow-up: Paste your notes (not the recording), then: "Draft a recap with three agreed pains, impact, next steps, and a 3-slide outline for an internal share."
- Coaching and life admin: I use the same approach to message parents after practice, build schedules, and even explain 6th grade math in plain language.
My prompt approach
- Context first: Who the buyer is, their world, and the job of the message.
- Constraints: Word count, tone, structure, one clear CTA.
- Examples: Paste a winning email and ask it to mirror structure, not copy language.
- Iteration: Ask for three versions, test, then refine. Save what works.
Why I keep some tactics to myself
Everyone has access to similar tools. The edge is how you combine data, prompts, and timing. I've spent a lot of hours testing automation, building prompt libraries, and dialing in workflows that fit my market.
I'll help if you ask - but I'm not posting every detail. Sales is competitive. If a prompt gives me better meetings, I'll run it for a while before I share it. I swap specifics with a small circle I trust and learn from. That's fair play.
Build your own "secret sauce" (without crossing lines)
- Log everything: Keep a doc with prompts, outcomes, and reply rates. Winners become templates.
- A/B weekly: Test one variable at a time: subject line, opener, CTA. Let data decide.
- Protect data: Don't paste sensitive info into public models. Strip names, use summaries, follow company policy.
- Audit messages: No fluff, no buzzwords. Clear problem, relevant insight, one next step.
If you want structured practice
If you're building an AI habit for your role, this catalog can save time: AI training by job role. Look for prompt and automation tracks you can implement this week.
Final thought
AI makes me faster and sharper, but it doesn't replace the relationship work. Learn the tools, build tight workflows, and protect the edges you earn. More pipeline, better conversations, cleaner follow-through - that's the job.
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