Build your AI Sales Copilot
AI Sales 20 min
0/19
Business problem
You have 12 modules of knowledge, but without assembling it into a system it stays scattered: prompts in a notebook, templates in emails, frameworks in your head. The final project forces you to build one coherent copilot — one that really handles your process from first contact to closing.
Proven method
Build the copilot in 7 components:
- RESEARCH: the AI Sales Brief prompt (from module
- — ready to use on every lead,
- DISCOVERY: a question bank (from module
- + the '80/20' plan,
- ANALYSIS: the call analysis prompt (from module
- — transcription/notes → summary + call review,
- OBJECTIONS: your responses (from module
- — formatted as a library,
- FOLLOW-UPS: templates (from module
- — after discovery/demo/offer/ghosted,
- OFFERS: the structure (from module
- + ROI,
- PLAYBOOK: sections (from module
- — everything in one place. How to build: create a document (Notion/spreadsheet/file) with 7 sections, paste tested prompts and templates into each, add 'when to use' to each. Completion criterion: you can take any lead and go through the whole process (brief → discovery → analysis → follow-up → offer) without writing anything from scratch.
Market example
- BAD
- Improvised general pitch lacking buyer context or verified data.
- GOOD
- A ready copilot (table of contents): 1) The 'AI Sales Brief' prompt — you paste a company, you get research + questions, 2) A bank of 15 discovery questions (5 situations), 3) The 'Call analysis' prompt — you paste a transcription, you get 10 sections, 4) A library of 8 objections with responses, 5) 4 follow-up templates with fields, 6) An offer structure with an ROI section, 7) A playbook with annotations. Test: you take a lead from your list → generate a brief (2 min) → do discovery (questions from the bank) → analysis after the call (5 min) → a follow-up (2 min) → an offer (10 min). The whole process without writing from scratch.
Ready-to-use prompt
You are a copilot project reviewer. Context: I built my AI Sales Copilot: [DESCRIPTION: sections, prompts, templates]. Task: Assess my copilot: 1. For each of the 7 components: status good/gaps + specifically what to improve 2. Does it cover the whole process (contact → discovery → analysis → follow-up → offer → close)? 3. What's missing for the process to run without writing from scratch? 4. Do the prompts have 'when to use'? Do the templates have fields? 5. Test: walk through the process with me on a sample lead (step by step) 6. 5 actions to start Format: 6 sections.
Model rekomendowany: Claude 3.5 Sonnet / GPT-4o Copy and paste into ChatGPT, Claude or Perplexity
ALTERNATYWNE SCENARIUSZE
Variations & alternative scenarios
Beginner version: a copilot in 4 components (brief, analysis, follow-up, objections).
Advanced version: a copilot + automations (CRM, transcriptions, integrations).
Practical exercise
Build your copilot in 7 sections. Test it on 1 lead: brief → follow-up → offer (without writing from scratch). Write down what's missing and add it to the development plan.
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