AI agent pack for sales
Sales Call Prep
Builds a one-page brief for every B2B sales call, writes the agenda and follow-up emails, and runs practice calls.
See it in action
An example. The situation is made up to show how the pack works.
The situation
You sell document scanning and secure archive storage to law firms. On Thursday you have a 30-minute first call with the office manager of a 60-person firm that is moving offices in March.
It asks you, for example
- What you sell, in one sentence
- Who buys it: titles, company type, size
- The main problems you solve, in their words
- Your proof and usual next step
Ashdown Rees Solicitors. Office Manager. 30-minute first call, Thursday.
Built from your notes only, no web search.
SNAPSHOT
- Law firm, 60 staff [You]
- Moving offices in March [You]
THREE OPENERS
1. "You mentioned the move in March. What happens to the paper files when you go?" (use this one)
2. "Moves often land on the office manager's desk. Where do the files sit on that list?"
3. "How much of the new office is planned for file storage?"
THE ONE OUTCOME
She agrees to a walk-round of the file room before the move.
NEXT STEP TO PROPOSE
A site visit to count the files, within two weeks, with her and whoever signs off spend.
GAPS TO CHECK
- How many boxes and cabinets (Q1)
- Who signs off spend (Q7)
The full brief adds the person, discovery questions and likely objections, then it writes the agenda and follow-up emails.
A sales call assistant in 6 skills, one per job, for the AI you already use. It gets you ready for every B2B sales call.
Give it a company, a name and whatever notes you have. It writes a one-page call brief, the agenda email before the call and the follow-up after it, and lets you practise against a buyer first.
What you are buying
- A one-page brief with openers, questions in order, objections and the one outcome to aim for
- 6 skills, one per job, that you add once to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot, plus text files for any AI
- Honest research: every fact shows where it came from, and gaps are listed, not filled
- Agenda emails, follow-up emails, CRM notes and practice role-plays
- An app, a login or a subscription. You pay once.
- A tool that makes up facts about your prospect
- A script that tells you to push buyers with fake deadlines
- A CRM. It writes the note, you paste it in.
Your AI today, and with this
Hearth & Vine is a leading hospitality group known for exceptional dining experiences. With around 500 employees and revenue of approximately £25M, they are likely using outdated scheduling tools. Key talking points: digital transformation, efficiency, ROI.
The staff number and revenue are made up, and there is nothing to ask or aim for.
SNAPSHOT - 14 neighbourhood restaurants, North West [You] - Opening 2 more in Leeds this year [You] - Hiring a Rota and Payroll Coordinator [You] OPENER: "You said rotas are a pain. Before I say anything about us, what does a bad week look like at Hearth & Vine?" THE ONE OUTCOME: Claire agrees to send one week of a real rota for a demo. GAPS TO CHECK: current tools (Q1), labour cost now and target (Q3)
Every fact is tagged with where it came from, and what is not known becomes a question. An invented example from the pack.
The skills inside
6 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.
The Different line says what each skill does that a plain AI chat does not.
| Sales Call Brief | Builds a one-page brief for one sales call: openers, questions, objections, outcome, next step and gaps.Different: Tags every fact with where it came from (you, a dated web source or the job title), keeps the page under 450 words, and lists anything unsourced as a gap. |
| Call Follow-Up and CRM Note | Turns your call notes into a same-day follow-up email, a 12-field CRM note and the chase plan.Different: Writes from your notes only, in the buyer's own words, under 150 words with one dated next step, and fills a 12-field CRM note with "not covered", not guesses. |
| Call Plan and Agenda Email | Writes a minute-by-minute call plan and the agenda email to send 24 to 48 hours before the call.Different: Times every block of a 15, 30, 45 or 60 minute call, and keeps the agenda email under 100 words with 3 points, one question and no attachments. |
| Call Objection Prep | Writes short, true answers to the objections a buyer is likely to raise on your call.Different: Uses acknowledge, ask, answer, check on 10 common call objections, keeps answers under 40 words ending in a question, and uses only proof you gave it. |
| Discovery Questions and Openers | Writes discovery questions by stage and role, each with what it tells you, plus three openers.Different: Orders questions in 5 fixed stages, from situation to next step, says what each answer tells you, and keeps every opener under 25 words and about the buyer. |
| Sales Call Role-Play | Plays your buyer in a practice call, one reply at a time, then scores you out of 10.Different: Plays the buyer at one of 3 set levels, stops at "stop" or 10 exchanges, and scores a fixed 7-line scorecard out of 10 with the exact line to say instead. |
How you use it
- Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
- No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
- Ask for the work in plain words. The skill asks a few short questions first, then does the job.
See the set-up steps for each AI before you buy.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF with the clicks for each AI.
- 6 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
- The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.
Good to know
- Web search depends on your platform and plan. With it on, the agent looks up the company and shows each source. With it off, it works only from what you paste and lists what to check.
- It never invents proof, prices or customers for you. It uses what you put in your Seller Card.
- It writes the emails and notes. You send them and update your CRM.
- Need people to call? Get B2B leads with checked emails.
- 14 days to get your money back if it does not do what this page says.
What is in the download
15 files in one zip, ready straight after you pay.
| 00_START_HERE.pdf | The two ways to set it up, the clicks for each AI, and what each skill does. |
|---|---|
| 1 - Skills | 6 skill files (.zip), one per job. Upload each once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.Sales Call Brief, Call Follow-Up and CRM Note, Call Plan and Agenda Email, Call Objection Prep, Discovery Questions and Openers, Sales Call Role-Play |
| 2 - Text files for any AI | The same 6 skills as text files, the instructions to paste in a project or custom GPT, and all skills in one file of about 18,900 words to attach to any chat. |
Questions
Which AI does it work with?
Claude, ChatGPT, Gemini, Grok and Microsoft 365 Copilot all take the skills as uploads. Where your plan has no skills, or on any other AI, use the same skills as text files, in a chat or a project.
How do I set it up?
Upload each skill once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It then switches on by itself when its job comes up. Otherwise, attach the all-in-one file to a chat, or add the skill files to a project or custom GPT. The start-here PDF has the clicks.
Why separate skills instead of one big agent?
Each skill does one job and holds only the rules, numbers and checks for that job, so it stays focused and the AI does not mix jobs up. You can upload just the ones you need.
Can my team use it?
Yes, inside one company. Each person sets it up in their own AI. You cannot resell or publish the files.
Does it send anything for me?
No. It drafts, you read and send. It never contacts anyone.
Is it a subscription?
No. You pay once and the files are yours to keep and change.
What if it does not work for me?
You have 14 days to get your money back if it does not do what this page says. Tell us what you asked it and what it returned.
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