Step-by-step, with the prompt and the review checklist.
Ten workflows that teams build in the sessions. Each one has the steps, a copy-ready prompt, an example output, and what a person must check before it’s used.
Prospect Research with AI
Turn a company website, a LinkedIn profile and your CRM notes into a one-page prospect brief before outreach.
Open workflow →Sales Meeting Preparation with AI
Prepare a customer meeting in ten minutes: account brief, likely objections, five questions and an agenda, built from your own notes.
Open workflow →Sales Follow-Up Emails with AI
Draft the follow-up email from your call notes while the meeting is still fresh: decisions, owners, dates and the next step, in your own voice.
Open workflow →Content Repurposing with AI
Turn one long piece — a webinar, a guide, a talk — into a LinkedIn post, an email and a short script without losing the point.
Open workflow →Customer Interview Analysis with AI
Synthesise customer interviews into themes with quotes and counts, without the model inventing a pattern.
Open workflow →Competitive Research with AI
Build a side-by-side competitor comparison from their public pages: positioning, pricing, claims and gaps, every cell sourced.
Open workflow →Meeting Notes to Action Items with AI
Turn a transcript or rough notes into decisions, action items with owners and dates, and open questions.
Open workflow →SOP Creation with AI
Write a standard operating procedure from a recorded walkthrough or an expert’s spoken explanation, then test it on someone new.
Open workflow →Internal Document Summary with AI
Summarise a long internal document for a specific reader and decision, with page references and a list of what the summary leaves out.
Open workflow →Executive Brief Creation with AI
Build a one-page weekly brief for leadership from team updates: what changed, what is at risk, what needs a decision.
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