Sales Edition
The full B2B sales cycle as operational playbooks — plus the systems to run signal-driven prospecting at scale. Starts with the sales brand profile that all other workflows build on.
Start here — Foundation
Free with email signup (7)
Build your ICP from scratch with AI
You know roughly who you sell to ("mid-market SaaS companies") but you can't filter a list by that. This workflow turns vague intuition into a specific, actionable ICP with firmographics, signals, and disqualifiers you can actually use to score leads.
Research a prospect before the call
You have a call in 15 minutes. You know the company name and the person's title. You need to walk in prepared — knowing their likely pain, what to ask, and what NOT to say. This workflow produces a 1-page call prep brief in 4 minutes.
Write a cold opener that doesn't sound AI-generated
Every AI-generated cold email sounds the same: "I noticed your company is doing X, and I thought..." — delete. This workflow produces openers that read like a human wrote them, because the structure prevents the generic patterns AI defaults to.
Write a follow-up sequence (3-5 touches)
You sent a great first email. They didn't reply. Now you need 3-5 follow-ups that don't all say "just checking in" or "bumping this to the top of your inbox." Each touch needs a different angle — new
Handle objections with AI-prepared responses
Most reps handle objections reactively — scrambling for words when a prospect says "it's too expensive" or "we're happy with our current solution." The best reps have pre-built frameworks for every co
Turn a discovery call into structured notes + next steps
You just finished a 30-minute discovery call. You have a recording or rough notes. You need: structured CRM notes, identified pain points, clear next steps, and a follow-up email — before your next call starts in 10 minutes.
Competitive battle card from public info
**What this solves:** A prospect says "we're also looking at [Competitor]" and you freeze. This workflow builds a battle card from publicly available information so you have strengths, weaknesses, obj
Coming with premium tier (23)
The 23 workflows below dig deeper — they cover heavier strategic work and system-building infrastructure. Get notified when premium launches by subscribing below.
Qualify a lead in 3 minutes
PURSUE / MAYBE / SKIP verdict with ICP score in 60 seconds of reading.
Find buying signals on Reddit, LinkedIn, and forums
Set up monitoring + a playbook for what to do when signals fire.
Enrich a contact list with AI
Batch-enrich names + companies with inferred titles and pain points.
Tier your pipeline (who to call first)
Score 30+ deals on likelihood × size × urgency, get a daily action plan.
Write a proposal/pitch deck outline from discovery notes
Proposal that uses THEIR words and metrics, not your marketing language.
Personalize outreach at scale (batch of 20-50)
Genuinely personalized 50 messages in 30 min, not mail-merge fakes.
Re-engage a dead lead
Trigger-based re-engagement that doesn't feel desperate.
Update CRM from meeting notes
Raw notes → CRM-ready structured fields with deal stage suggestion.
Write a weekly pipeline report
TL;DR + wins + at-risk + forecast — for your manager, in 8 min.
Build a case study from a won deal
Customer story with quotes, numbers, and 3 reusable formats (PDF, deck, email).
Prep for a QBR or deal review
Structured deal review that surfaces risks before your manager does.
Score and prioritize your weekly tasks
Scoring formula + calendar blocks → focus on revenue-driving work.
Create your personal sales playbook
Codify your tribal knowledge into a documented playbook (your crown jewel).
Build a Reddit signal-discovery pipeline for your ICP
A daily scanner across target subreddits, two-stage AI scoring, suggested replies.
Build a company-news signal monitor (Google News + HN)
Daily company-event scanner — funding, expansion, key hires — within 24h.
Design a two-stage AI classification pipeline (cost-optimized)
The pattern that cuts $500/mo AI bills to $50/mo on prospecting workloads.
Build a contact-enrichment grid (CSV → enriched → CRM)
A local-first enrichment grid that operates while you're in meetings.
Set up persona-tier-targeting for outbound
Tier 1 / Tier 2 persona config that turns "we sell to HR" into a deterministic filter.
Set up safe rate-limited scraping for public APIs
The defensive scraping pattern that runs for months without bans.
Build a daily prospecting digest (email + dashboard)
The 6 AM email that forces you to act on signals you'd otherwise ignore.
Design score-based engagement rules (when to pitch vs help)
The 9-10 / 7-8 / 6 framework that prevents "salesperson on Reddit" account-bans.
Build a two-table dedup strategy for AI pipelines
The cost-control pattern most teams miss until bills hit $1k/month.
Wire a BDR pipeline that pulls signals from 5+ sources
The aggregator that turns 5 disconnected scanners into one ranked queue.
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