AI for Sales 101 Series: Your Guide to Using AI Effectively
Show notes
AI is everywhere in sales right now, but many reps don’t actually know what it is, where it fits, or how to use it safely.
That’s why we’re kicking off a 3-part series on AI for sales. Each session goes deeper, starting with the basics and building toward advanced, real-world applications.
This first part breaks down AI in plain English. You’ll learn what AI is (and isn’t), which tools are actually useful, and how to use them without risk. You’ll also leave with one repeatable prompt recipe that saves time on daily sales tasks without adding complexity or compliance concerns.
Whether you’ve dabbled in AI tools or avoided them because they feel overwhelming, this show gives you the clarity, guardrails, and starter use cases to put AI to work right away.
What You'll Learn:
- Clear, plain-English definitions of AI (and how it differs from automation + analytics)
- Which AI tools to use for writing, research, meetings, CRM, and automation
- A repeatable prompt recipe you can start using immediately for sales tasks