Full Sales Rep AI Workflow — Pre-Call Through Post-Call

What this workflow produces: A complete pre-call brief, post-call MEDDPICC update, follow-up email, and CRM notes — for every sales call.

  1. Pre-Call (15–20 min before): Run Account Research Brief + Discovery Question Design prompts. Output: intelligence brief and tailored question set.
  2. During Call: Run the meeting. Take notes on key moments, objections, commitments.
  3. Post-Call (5-10 min after): Paste transcript into MEDDPICC Analysis. Output: deal assessment, risk flags, next steps.
  4. Follow-Up (same day): Use the follow-up email draft from the MEDDPICC output. Edit and send. Paste deal notes into CRM.