Sales & Leads AI hacks

Sales rep has ChatGPT turn his PDF and Excel price sheets into a quoting tool that runs in the browser

A sales rep gave ChatGPT all the pricing files he uses for custom quotes and had it build an interactive quoting tool that runs in the browser, cutting a quote from 20-plus minutes to about five.

From 20+ minutes to about 5 minutes per quote · their claim

Spotted on Cristian Liani (@liani_does)

Founder fills in a proposal template, then has ChatGPT tighten it

A founder stopped writing proposals from scratch: they fill in the blanks in one template doc and have ChatGPT tighten the result.

About 2 hours down to 20 minutes per proposal · their claim

Spotted on u/Aware_Risk7076

Product maker has Claude map every specialty store for outreach

A bird-feeding product seller used Claude to build a list of Wild Birds Unlimited stores, their owners and which camera feeders each one stocks.

Spotted on u/Choclit99

Blue-collar service owner has Claude create invoices in the CRM

A service business owner connected Claude to Jobber through the API so it creates the first draft of each invoice under custom merge and split rules the CRM lacked.

Spotted on u/Typical_Tie_4947

Sales rep hooks Claude into their CRM to fill leads, log calls and say who to follow up with

A salesperson connected Claude to their CRM so it fills their lead list, logs their calls, flags which leads are worth a follow-up, and pulls the last call's transcript before a callback.

Spotted on u/nonibear89

B2B marketer puts their whole framework in a public NotebookLM notebook so prospects can ask it questions

Figuring nobody reads the PDFs they send, a B2B demand-gen marketer put everything they know about their sales and marketing method into a public NotebookLM notebook that prospects can question.

Spotted on @devthemarketer

Seller of one-of-a-kind products turns handwritten notes into client quotes with Claude

An online seller of one-of-a-kind products says Claude has largely replaced the CRM contractors they paid for. They write a quote on paper and get a professional version in about a minute, using their own product history as the source.

Spotted on u/HistoricalLead3498

Web agency builds its own outreach CRM on Airtable with a Claude Code front end

An Australian agency that builds websites for mortgage brokers built its own CRM with Airtable as the database and a front end made with Claude Code, so it can score prospects, send each one a personalized sample site and track clicks for follow-up.

Spotted on u/TT-Bear29

Lead-gen worker has ChatGPT build an ideal client profile, then checks each found business against it before reaching out

Instead of messaging people at random, a lead-generation worker had ChatGPT turn a client's offer into an ideal client profile, searched for matching businesses, then asked ChatGPT whether each one fit and what to open with.

Spotted on @CynthiaOzumba

Renewable energy installer automates reports and proposals with Claude

A small renewable energy installer in their sixties used Claude to connect an old database to HubSpot, auto-generate weekly ad reports and build one-click client proposals.

More than US$50K since the start of the year · their claim

Spotted on u/gregogarrison

Freelance writer uses Claude to find client prospects

A B2B freelance writer wrote a Claude prompt that screens for good-fit SaaS companies to pitch and leaves out giants that hire in-house.

Spotted on B2BFreelanceWriter

Sales rep builds proposals from call comments with GPT and Gemini

A sales rep has GPT draft proposals from templates plus what the client said on the call, then has Gemini lay them out in Google Slides.

Spotted on u/ClinTri-Boss

Sales rep has Claude grade deals against a scorecard

A sales rep feeds every call transcript for a deal into Claude with a MEDDICC/BANT scorecard so the forecast rests on the same rules each time.

Spotted on u/Icognitpro

Sales reps use AI to prep calls and rehearse objections

Reps use Claude to research a prospect before a call, run a weekly news digest, and role-play a tough buyer.

Spotted on u/Tennouheika

Sales rep points Claude at the day's meeting transcripts

A salesperson saves the day's Gemini meeting transcripts to a folder and has Claude work through the follow-up tasks from them.

Spotted on u/Ribeye_steak

Founder has Claude research anyone they're about to cold email or meet, then add them to a personal CRM

A founder built a research routine in Claude that takes one social link for someone they're about to cold email or meet and returns a career overview, three things they probably didn't know, and possible overlaps, then adds the person to their personal people CRM.

Spotted on @Jared_Seidel_

Car buyer runs every VIN, buy order and dealer message past Gemini and negotiates a fair out-the-door price

A buyer who found dealerships intimidating used Gemini to research common problems, check VINs and buy orders, and negotiate over text, and it caught mismatched tires on a car they almost bought.

Spotted on u/WuggahWuggah