AI Sales Hacks: One-Screen Ways to Use AI on Your Key Accounts

You are helping me update an account map after a sales call. Use only the notes below. Do not add anything from outside them.
 
1. List every person named or referred to, including people who were not on the call. For each: name or description, role, and what the notes say about their part in the decision.
2. For each person, quote the line in the notes that supports it. If the notes do not say, write "not stated".
3. List what the buyer said, in their own words, about the problem, the timing and the money.
4. Name the two people I should approach next and the question each would care about. Say why, from the notes.
5. List what I still do not know about how this company will decide.
 

1. Can I load an exclusion list by company domain, and does it apply to every campaign?
2. Can I require approval before sending for accounts I choose?
3. Where does the tool get the facts it uses about a company, and can I see the source for each line?
4. What does it do when a buyer replies: answer, hand over or book a meeting?
5. Whose domains and mailboxes does it send from, and who keeps them if we stop?

Search the web for changes at the companies below in the last [30] days. Report only what you can link to.
 
For each company, look for: senior hires or departures, new sites or markets, funding, acquisitions, results or annual reports, large contracts or partnerships, regulation the company has said affects it, and open roles in [function].
 
For each item give: the company, what happened in one sentence, the date, the link, and the role inside the company it most affects.
 
Rules: if you find nothing dated inside the window, write "nothing found" for that company. Do not guess. Do not include anything without a link. Newest first.
 

ACCOUNT: [name]   WEBSITE: [url]   TIER: 1   OWNER: [your name]
Last checked: [date]
 
What they do: [one sentence, from their own website]
Size and markets: [employees, regions], source: [link, date]
Recent changes: [trigger, date, link]
Why we fit: [past client they resemble, and the problem we solved there]
 

You are sorting a contact list into buying committee roles for a B2B sale.
We sell [what you sell] to [type of company]. The budget usually sits with
[function].
 
Roles:
- Budget owner: can approve the spend
- Problem owner: runs the team that feels the problem day to day
- Technical evaluator: judges fit with systems, data or security

You are playing a buyer so I can rehearse a first sales call. Stay in
character until I write DEBRIEF.
 
Your character:
- Role: [their job title] at [company type and size]
- Situation: [the researched fact: trigger event, system, hire]
- Temperament: [pick one: busy and fair / sceptical / friendly but vague]
- You did not expect this call. You have [2] minutes of patience and

You are helping me define criteria for a B2B target account list.
Do not suggest any company names at any point.
 
What we sell: [one sentence]
Our three best customers and why they bought: [one line each]
Draft criteria: industry [x], size [x], geography [x], signal [x]
 
Do four things:

Below is my dictated note after a sales call. Turn it into an account
update with exactly these fields:
 
Account:
Person spoken to (name, role):
Status (one of: chosen / mapped / reached / replied / in talks / parked):
What changed this call (2 lines max):
People mentioned (name or role, and why they matter):

Below is my account tracker. Columns: account, tier, status, roles
mapped, people in conversation (30 days), last touch, next step,
next step date.
 
Today's date: [date]
 
Review every row. Flag an account as:
- STALLED if it has no dated next step, or no touch in 30 days

Below is a transcript of a meeting between me ([name, company]) and
[champion name, role] at [account].
 
Write a recap for [champion first name] to forward to colleagues who
were not there, including [the roles that matter: budget holder,
technical lead]. Requirements:
 
- Under 150 words, no greeting, no sign-off; they will add their own.

Read the email below. List every phrase a busy executive might read as machine
written: stock greetings, compliments without a fact behind them, lists of three,
filler nouns, sentences shaped as "not X, but Y", long dashes and any line that
could be sent to a different company unchanged. Quote each phrase and say in one
line why it reads that way. Do not rewrite anything.

The first document is what people at [account] said to us, quoted in their own
words. The second is our proposal draft. List every priority, worry or constraint
they stated that the draft does not clearly answer, quoting their words next to
each gap. Then list every claim in the draft that nothing in the first document
asked for. Do not rewrite the proposal.

Here is everything we know about [account], followed by one line on what we
sell. Argue against pursuing this account. Give the three strongest reasons it
will not buy from us in the next year, each grounded in something in the notes
rather than a generic risk. For each reason, say what evidence would weaken it.
Finish with the one missing fact that would most change the case. Do not
balance the argument and do not suggest outreach ideas.

Here is the full history of an account we just won: notes, emails and call
summaries from first touch to signature, plus one line on what we sell.
Answer five questions. Ground each answer in the record and quote the line
that supports it. If the record does not answer a question, say so rather
than guessing.
1. What was happening in the account when the deal started moving, and what
   had stalled it before that?
2. What words did the buyer use for the problem, before they picked up ours?

Here is an email thread with a contact at a named account who has stopped
replying, plus one line on what we sell and one line on why we chose this
account.
Do three things, in order.
1. Inventory: list every angle, claim and ask my messages have used so far,
   one line each.
2. Verdict: does the record support one more message, parking the account
   with a trigger to watch, or stopping? Quote the line from the thread your

Here is the full thread with [champion name], my contact at a named account.
The decision sits with [who signs and what they are measured on].
Write the one page note [champion first name] would send to that person to
argue for this purchase.
Rules:
1. Use only problems, numbers and dates that appear in the pasted record.
   After each claim, quote the line it rests on in brackets.
2. Write it in the first person, as [champion first name], using their

I have a call on [day] with [Name], [job title] at [Company]. I sell [what you sell] to [who buys it].
 
Below is text I have gathered about the company. Write me a brief with these parts:
1. What the company does, in two sentences.
2. What has changed there recently, if the text says so.
3. What this person is likely to care about in their role. Mark this as a guess.
4. Two things I could mention that show I have read about them.
5. Three things I do not know and should ask.

You are helping me sort replies to my outbound emails and messages. I sell [what you sell] to [who buys it].
 
Below are replies, each with an ID and an account name. For each one, give me a table row with:
ID | Account | Route | The words that decided it | Clear or Unclear
 
Routes
1 Yes: they want to talk.
2 Maybe: they ask for more information.

Name: Account brief
Description: Use when I ask for a brief on a company I plan to sell to. Builds a one-page account brief only from documents I give you, and says what it could not find.
 
About me: I sell [what you sell] to [who buys it]. Keep this in mind when you decide what matters, but never state it as a fact about the company.
 
Rules
1. Use only the documents I paste or attach in this chat. If I have given you none, ask for them and stop.
2. Do not use your memory for any fact about the company: figures, names, dates, products or customers.

Below is a research brief that may contain errors. Extract every
factual claim into a numbered list. A claim is anything checkable:
names, titles, numbers, dates, events, quotes, product facts,
relationships between companies.
 
For each claim, add:
- WHERE it could be verified (the company's site, a filing, a news
  source, LinkedIn)

1. Professional facts only: role, work history, posts about work,
   skills, company announcements they shared. Nothing personal, ever.
2. No compliments. Relevance is the flattery.
3. Every line must be checkable against the profile, and survive the
   reader thinking "they looked me up".
4. If the profile offers nothing real, skip the personalised line.
   A strong company-level opener beats a stretched personal one.

Company: [name]
Fact 1: [what changed, with date and link]
Fact 2: [stated priority, exact wording, with source]
Fact 3: [optional]
What we do, in one plain sentence: [ ]
People:
- [Name], [title], likely role in the decision: [ ]
- [Name], [title], likely role in the decision: [ ]

I have attached [company]'s annual report for [year]. For this whole conversation, use only this document. Do not use anything you remember about the company. After every statement, give the page number in brackets. If the report does not say something, answer "not in the report". Confirm you understand, then tell me how many pages you can read.

You are helping me write short, plain cold emails to senior buyers in named accounts.
 
Rules for everything you write in this conversation:
1. Use only the facts in my RESEARCH block. Do not add facts, numbers, customer names, awards or compliments that are not in it. If a fact you need is missing, write [MISSING: what you need] and carry on.
2. Maximum 90 words in the body. Short sentences. No exclamation marks.
3. One question or one ask per email.
4. No flattery, no "I hope this finds you well", no "I came across your profile", no "quick question", no buzzwords.
5. Write the way one senior person writes to another: direct, specific, polite.

You are helping me research one company so I can have a useful first conversation with people there. I sell [what you sell, in one sentence] to [type of company]. The problem we solve is [problem, in the customer's words].
 
Rules for this whole conversation:
- Use only the sources I paste, or web results you can link to. Cite the source for every factual claim.
- If something is not in the sources, write "unknown". Do not guess names, numbers or dates.
- Keep facts and your own inferences separate, and label inferences as "inference".
- Write in plain English and keep answers short.