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Sales and email

40 things in the Playbook for sales and email, best first.

ChatGPT16Claude6Gemini4Copilot3Codex1
Template 15 min Top pick Competitive Positioning Statement Template Sharpen product positioning against competitors with differentiators and talk tracks. This template assists in defining a product's market position relative to competitors. It generates a positioning statement, key differentiators, proof points, and a sales talk track. ChatGPT Marketing OpenAI News
Checklist 10 min Top pick Enable Salesforce plugin in Claude Steps to enable the Salesforce plugin for your organization and link your personal Salesforce account. A checklist for users to follow to enable and set up the Salesforce plugin within Claude. This includes steps for administrators to enable the integration and for individual users to link their Salesforce accounts. Claude Sales and email Claude Help Center

More for sales and email

Template 10 min Top pick Customer Expansion Hypothesis Generation Template Suggest expansion opportunities tied to customer goals, with validation steps and outreach messages. ChatGPT Sales and email OpenAI News
Template 15 min Top pick Customer Renewal Plan Template Create a renewal plan with milestones, stakeholders, risks, proof points, and a week-by-week timeline. ChatGPT Planning and PM OpenAI News
Template 15 min Top pick Email Nurture Sequence Template for Lead Generation Create a multi-email sequence to nurture leads based on their stage and offer. ChatGPT Writing OpenAI News
Prompt 2 min Top pick Prep for a renewal call with an account Get a brief on an upcoming renewal, pulling data from Salesforce, calendar, and email. Claude Sales and email Claude Help Center
Prompt 1 min Top pick Show accounts untouched for 30 days Display a list of your Salesforce accounts that have had no recent activity. Claude Sales and email Claude Help Center
Heuristic 2 min Top pick Be specific and provide context in AI prompts Clearly identify the task, provide necessary context, and set the preferred tone and style for AI responses. ChatGPTClaude Writing OpenAI Help Center
Tool 30 min Top pick Parloa AI Agent Management Platform for customer service Platform to design, deploy, and manage AI customer service agents without coding. Agents and automation OpenAI News
Case study 45 min Small business owner uses ChatGPT Work for targeted outreach research A business owner researched school districts and prepared tailored outreach to book new training sessions. ChatGPT Research OpenAI News

Just added

All 40

40 entries

Anti-patternSales and emailPlanning and PMCopilot30 min

Treating AI like a traditional technology rollout

Avoid deploying AI tools with basic training and expecting transformation; focus on business goals and user workflows instead.

From The Official Microsoft Blog
ChecklistSales and emailPersonal and everydayClaude10 minTop pick

Enable Salesforce plugin in Claude

Steps to enable the Salesforce plugin for your organization and link your personal Salesforce account.

From Claude Help Center
PromptSales and emailMeetings and notesClaude2 minTop pick

Prep for a renewal call with an account

Get a brief on an upcoming renewal, pulling data from Salesforce, calendar, and email.

From Claude Help Center
PromptSales and emailAnalysis and dataClaude1 minTop pick

Show accounts untouched for 30 days

Display a list of your Salesforce accounts that have had no recent activity.

From Claude Help Center
HeuristicWritingMarketingChatGPTClaudeGemini2 minTop pick

Be specific and provide context in AI prompts

Clearly identify the task, provide necessary context, and set the preferred tone and style for AI responses.

From OpenAI Help Center
ToolSales and emailMarketing10 min

Kami for open-source Hermes agents

Open-source Hermes agents to find customers, prepare outreach, and act after approval.

From Ben's Bites
ChecklistPlanning and PMAnalysis and data5 min

Integrating AI into large enterprises

Key considerations for successfully integrating AI into complex enterprise systems.

From Anthropic News
TemplatePlanning and PMSales and emailChatGPT15 minTop pick

Customer Renewal Plan Template

Create a renewal plan with milestones, stakeholders, risks, proof points, and a week-by-week timeline.

From OpenAI News
HeuristicSales and emailResearchChatGPT5 min

Frame sales outreach as a search problem

Think of sales outreach as a search problem over large amounts of unstructured, semantically rich data.

From OpenAI News