Sales
Set Up a Quick, Consistent Approval Process for Sales Deals With Discounts or Special Terms
Use when sales deals with discounts or unusual terms wait too long for approval. Sets who decides what, what a request must include, time targets, a short summary for the decision maker, and how to record conditions and check the signed deal.
Plan B2B Cold Emails to New Buyers and Improve Them from Results
Use it when emailing businesses that don't know you yet. It asks about your buyer and offer, then sets up sender settings, clean contact lists, short emails, follow-ups, result tracking, one-change tests, and opt-out handling.
Use MEDDIC to Check a Complex Sales Deal and Forecast It Honestly
Use it for deals with many people involved and a long approval path. It checks with evidence the buyer's numbers, who controls the budget, how they will choose and decide, the problem, and who inside will push for you, then marks risks and sets a realistic forecast.
Protect Profit on Negotiated B2B Deals With Minimum Prices and Approval Rules
Use when sales teams negotiate prices with business buyers and profit slips. Shows what each deal really earns after all discounts, sets targets and minimum prices, who approves exceptions, how to trade concessions, and how to watch results and rule-dodging.
Ask Sales Questions That Uncover a Buyer's Real Problem Before Pitching
Use it in sales meetings to understand the buyer rather than push a pitch. It prepares before the meeting, asks about the situation, problems, and where they lead, lets the buyer say what change is worth, and offers a solution with honest evidence and a clear next step.
Prepare for a Sales Negotiation and Close It Without Pressure Tactics
Use it before and during a sales negotiation. It checks your offer and the buyer's situation, sets your ideal, acceptable, and walk-away terms, prepares several packages, answers objections honestly, and ends with a clear decision or a dated next step.
Forecast Sales from CRM Deals and Spot the Deals at Risk
Use when you need an honest sales forecast. It reads the deal data in your CRM, flags stale or missing data, scores each deal's health, and gives a three-tier forecast with ranges, plus the deals that need action now.
Check Whether a Big B2B Deal Can Be Won and Plan How to Win It
Use it when you sell to companies and a large, complex deal is in play. It scores the deal on eight checks (MEDDPICC) with evidence, flags signs it will be lost, sorts where you beat or trail competitors, and gives next steps with an owner and date.
Reach Out to Companies the Moment They Show Signs of Buying
Use it to contact companies you have not talked to yet. It ranks signs that a company may buy now, picks which companies and people to target, plans 8 to 12 contacts by email, phone, and social media, and writes first messages that get replies.
Write a Sales Proposal That Wins with a Clear Story and Proof
Use when writing a proposal to win a deal or a bid. It reads what the buyer needs and how they will judge, sets 3 to 5 reasons to choose you, and gives a three-part story outline, a one-page summary up front, and evidence-backed advice for each section.
Win a Buyer's Technical Approval with Tailored Demos and Short Trials
Use it when a company must approve your product technically before buying. It plans demos that show the buyer's problem solved, sets up short trials (POC) with agreed pass rules, and prepares honest answers on competitors and tough technical questions.
Make an Offer Too Good to Refuse, Then Win New Customers with It
Use it when sales are weak or you need more customers. It scores your offer on four value points, fixes guarantees and the free gift you give for contact details, picks one way to reach people, and sets a daily goal of 100 actions for 100 days.
Win Government IT Tenders, from Reading Policy to Signing the Contract
Use when your company bids on government or public-agency IT projects. It reads policy and budget plans to find projects early, designs a solution that meets security and data rules, prepares the bid and the demo, and keeps everything within procurement law.
Sell More to Business Customers Who Already Use Your Product
Use after a business customer has signed. The AI maps the people involved, keeps ties with at least three of them, runs quarterly reviews (QBR) that open with results, sells more only when the customer is succeeding, and watches for warning signs of cancellation.
Plan the 6 Sales Funnel Stages for Your Own Product
Use it to sell a specific product or service. For each of six stages, from first discovery to checkout, it gives tactics and a worked example for your offer, then names where you most likely lose buyers and what to fix first.
Set Up a Customer Management Tool (CRM) to Track Deals and Forecast Sales
Use it when you want your customer management tool to run your sales. It asks what you sell, which tool you use, and how your team works, then gives a plan for customer records, deal stages, follow-ups, sales forecasts, and automation, ending with the first three things to do.