AI-Assisted SDR/AE Workflow From Prospecting to Forecast With Quality and Compliance Controls

A guided, multi-course journey that builds this skill from the ground up. Work through the chapters in order, or jump to any lesson.

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The Minimum Sales Model AI Can Actually UseICP as a Targeting Hypothesis With DisqualifiersPersona Snapshots and Buying-Committee RealityMessaging Briefs That Enforce Outcomes, Proof, and “Why Now”Message Quality Rubrics and SDR-to-AE Handoff Minimums
Seller Accountability and the AI BoundaryData Minimization for Prompts and NotesRedaction and Transcript Sanitization WorkflowVerification Checklist for Personalization and ClaimsHallucination Hunt and Constraint Repair PatternsGates, Consent Behaviors, and Safe Experiment Logs
Targeting Logic Before CopyVerified Account Research SheetPersonalization Depth and Relevance TestsConstrained First-Touch Email and Rewrite LoopSequence Design, Variants, and Outcome Tagging
Discovery Call Plans That Prove or Kill the HypothesisConsent and Recording Gates for Discovery WorkObjection Libraries With Proof DisciplineTranscript Reconciliation and Verified SummariesCRM Notes, Tasks, and Follow-Up That Match Reality
Pipeline Hygiene as a Control SystemDaily and Weekly Cadence That Protects the ForecastPipeline Review Template and Next-Best-Action PrioritizationEvidence-Based Commit Rubric and Human-in-the-Loop Forecast NarrativesExperiment Log and End-to-End Audit Trail