Build your AI Sales Machine
Automation 25 min
0/21
Business problem
Knowledge from 14 modules without assembly into a system changes nothing: prompts in a notebook, a workflow in your head, AI in Chrome. The final project forces you to build ONE working machine — connected, monitored, with human-in-the-loop — that really does the work for the salesperson.
Proven method
Build the machine in 13 links (each from the modules):
- LEAD SOURCES: where leads come from (a form, an import, a tool),
- ENRICHMENT (module
- : company and contact data,
- ICP QUALIFICATION (module
- : AI JSON + rules (score/qualified/priority),
- RESEARCH (module
- : an automatic Prospect Brief,
- LEAD SCORING (module 5/Prospecting): the full score,
- PERSONALIZATION (module
- : L4 openers from signals,
- OUTREACH (module
- : a sequence with stop conditions,
- REPLY CLASSIFICATION (module
- : 8 categories,
- AI DRAFT (module
- : response drafts,
- HUMAN APPROVAL: approval before sending,
- CRM (module
- : automatic updates,
- FOLLOW-UP (module 6 Cold Email + classification): reactions to replies,
- ANALYTICS: metrics (reply, meetings, cost/lead, quality score). How to build: start from the MINIMUM (4 links: source → qualification → outreach → CRM) and expand (add research, classification, drafts in next iterations); test every link separately before connecting; human-in-the-loop on sending and replies; monitoring from day one (module
- . Completion criterion: the system processes a lead from source to CRM with minimal intervention, and you only do approvals and conversations.
Market example
- BAD
- Manual, inconsistent execution or chaotic automation lacking data validation.
- GOOD
- A Minimum Viable Machine (day 1): Google Sheets (lead source) → Make: enrichment (Hunter) + AI scoring (ChatGPT API → JSON) → rules: score ≥ 70 → email campaign (Instantly) → a reply → classification (AI) → a draft + task in the CRM. You do: send and reply approvals, conversations. Iteration 2: research (a Prospect Brief) before personalization. Iteration 3: full 8-category classification + auto-CRM. After 30 days: the machine handles 200 leads/month, you spend 1h/day on approvals and conversations instead of 4h on work.
Ready-to-use prompt
You are an AI Sales Machine reviewer. Context: I built my machine: [DESCRIPTION — links, tools, what works]. Planned links: [WHAT'S NEXT]. Task: Assess and develop my machine: 1. Map my links onto the 13 steps (Lead Sources → Analytics) — which I have, which are missing 2. Minimum: what's absolutely needed for the machine to work end-to-end 3. Weak links: 3 places that can fail (data, AI, deliverability) + how to strengthen them 4. Human-in-the-loop: where a human approves (check that nothing sends without consent) 5. Monitoring: what 5 metrics I track from day one (cost/lead, quality, reply, bounces, fails) 6. A 30-day plan: iterations (what I add in weeks 1/2/3/4) 7. An end-to-end test: describe the path of 1 lead through my machine Format: 7 sections.
Model rekomendowany: Claude 3.5 Sonnet / GPT-4o Copy and paste into ChatGPT, Claude or Perplexity
ALTERNATYWNE SCENARIUSZE
Variations & alternative scenarios
Minimum version: 4 links (source → qualification → outreach → CRM).
Full version: 13 links + monitoring + an agent (module 12).
Practical exercise
Build the machine minimum (4 links: source → qualification → outreach → CRM) — configure 1 test workflow. Define 5 monitoring metrics. Write a 30-day plan (4 iterations).
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