Best Practices

Get better AI outputs on every sales task

The principles that separate reps who get great AI outputs from those who get garbage. Practical, specific, tested in real sales situations.

Context & Setup

Context is Everything: How to Brief Your AI Before Every Session

The single biggest lever in AI output quality. Why most reps skip this step and how to fix it — before you send a single prompt.

Output Quality

Human-in-the-Loop: The Non-Negotiable Rule for AI-Assisted Selling

AI generates and drafts. Humans review and send. Why this rule protects your deals, your reputation, and your customer relationships.

Iteration

Chain Your Prompts: How to Get Precision by Building on Each Output

A single prompt rarely produces your best output. How to use each AI response as the context for your next request — compounding quality with every step.

Workflow

Standardize Your Formats: Why Template Prompts Are Your Highest-Leverage Asset

The reps who get the most from AI build reusable prompt templates for their most common tasks. Why consistency in format produces consistency in quality.

Output Quality

Fact-Check Everything: What AI Gets Wrong and How to Catch It Before It Leaves Your Draft

AI tools hallucinate statistics, misremember pricing, and occasionally invent proof points. What to always verify before any output goes to a customer.

Context & Setup

Avoid Sensitive Data: What Not to Paste Into AI Tools at Work

About 11% of what employees paste into AI tools is considered sensitive data. What counts as sensitive and how to use AI effectively without exposing company or customer information.

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