CRM with AI agents for content, customer replies and sales signals, plus a free plan.
Freemium
Sales rep / account executive
ChangingA sales rep takes a customer from first contact to a closed deal. AI prepares research, emails and CRM entries, while trust, negotiation and closing stay with the rep.
Where this job sits on the map
In the same group: 78 of 100 professions.
What changes
Meeting prep takes minutes: AI pulls together facts about the company and questions for the conversation.
The CRM fills itself in from emails and call recordings, so there's less manual entry.
Generic mass emails work worse; what's valued is precise personalization and knowing the product.
AI drafts, the person decides
How the work splits here: AI prepares a draft, the person checks it and makes the call.
What AI does
- Pulls together a background brief on the customer before a call
- Writes personalized emails and reminders
- Makes call notes and a task list after a meeting
- Updates the deal record in the CRM
- Drafts answers to common objections
You check itRead it, check the facts, fix it. Without this check the draft goes nowhere.
What stays with the person
- Trust and the personal relationship with the customer
- Negotiation, price and the terms of the deal
- Knowing when the product isn't right for the customer
- Responsibility for the promises made to the customer
What to learn first
6 lessons from the course, in order. Start with the first one.
- Your first 30 minutes with AI: where to startStarting from zeroYour first 30 minutes with AI: sign up, ask three questions, try seven everyday tasks, learn what never to share and which plan to pick.Start here
- How to write a good promptUserHow to give AI a task: the five parts of a good prompt, Plan Mode, and how to refine an answer instead of starting over.
- AI for email: a smarter inbox, drafts and repliesConfident userEmail with AI: connecting Gmail, auto-drafts in your style, sorting your inbox and cold emails.
- AI meeting notes with Otter.ai and FirefliesConfident userMeetings with AI: recording and transcription, notes and tasks through Fireflies, Claude and a webhook.
- AI for sales: qualifying leads, follow-ups, closingBuilderLead qualification with BANT, readiness scoring, personalized follow-ups and an objection-handling answer base with Claude.
- How to handle objections and close the dealConfident userEight common objections, five closing techniques and a contact schedule after the demo.
Which tools to use
CRM with a visual deal pipeline and AI tips on which lead to focus on next.
PaidCRM, tasks, chat and a website builder in one service, with a free plan and the CoPilot assistant.
FreemiumFree AI note taker for Zoom, Meet and Teams: transcript, summary and action items.
FreemiumBusiness contact database plus email outreach in one tool: find prospects and send first emails.
FreemiumAn AI assistant for long documents, analysis and code, with Claude Code and Cowork on paid plans.
Freemium
Ready-to-use materials
Questions to ask the client, answers to likely objections, and a practice call where AI plays the client.
FreeIf they didn't reply: a follow-up that adds something useful instead of "just checking in," plus a short last email.
FreeWhen a client says "too expensive": ask what they're comparing it to, explain the price and offer a smaller scope.
Free- Sales project instructionsInstructions
Follow-up emails after a call, proposals, replies to objections and CRM notes, within your pricing rules.
Free
How to earn with AI
We don't promise income: results depend on your niche, your market and your work.
- Job
Have more quality conversations a day: customer research, emails and CRM updates handled by AI, the conversations handled by you.
- Service
Setting up a CRM (such as HubSpot or Pipedrive) and email templates for a small sales team so leads don't get lost.
- Product
A bank of objection answers and scripts for one industry, with prompts for adapting them.
Similar professions
Checked: October 2026