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

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.