AI in B2B Sales: Where It Genuinely Helps and Where It Wrecks Trust

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.

DATA
1.  Where do the contacts come from? Name the sources.
2.  Can the tool work only from a list of companies we supply?
3.  ★ Can we block whole companies by domain, across every campaign, before anything is sent?
4.  How are opt-outs recorded, and does an opt-out apply to every campaign and mailbox?
 
ACCURACY
5.  ★ For every fact the tool states about a company or person, can we see the source link?

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?

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

Below is a draft first email from [my company] to [account].
 
Swap 1: replace every mention of [account] with [a named competitor of theirs]. List each sentence that is still accurate and sensible after the swap.
 
Swap 2: in the original draft, replace [my company] with [a named competitor of ours]. List each sentence a reader would still accept after the swap.
 
Then tell me:
1. Which sentences survived both swaps.

Here are our case studies, one line each: industry, client size,
the problem, what we did, the outcome.
 
[list]
 
Here is what we know about [account]: industry, size, the problem
we believe they have, anything public about their situation.
 

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.
 

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.

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.

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: [ ]

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.
 

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.
 

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

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]
 

1.  Every fee: licence, seats, set-up, onboarding, data or contact credits,
    enrichment, extra mailboxes or domains, and anything billed by usage.
2.  Minimum term, notice period and what happens to fees if we stop early.
3.  How many companies and how many people per company the software will
    contact each month on the plan you are quoting.
4.  Where the contact data comes from, and whether we can upload our own list.
5.  Whose domains and mailboxes it sends from, and who keeps them if we stop.
6.  Whether a person can approve each message before it is sent, and how long