AI tool setup
Complete, current setup guides for the AI tools sales work runs on. Every article carries its audience, plan requirements, and the date it was last verified against the live product — because setup content goes stale, and yours shouldn't.
Setup guides
The one-hour Claude setup for sales: a Project with standing instructions, five knowledge documents, data controls, and the sharing model explained.
The forty-five-minute ChatGPT setup for sales: Custom Instructions, data controls, memory hygiene across prospects, and Projects.
The current Copilot setup guide. It will be replaced here when the Microsoft Sales agent setup article ships, and this link will redirect.
Where everything lives
Learn to run one bounded sales task with AI — the decisions, corrections, and judgment.
Learn the taskDurable standards for using AI well — true even when the interfaces change.
See the standards2,900+ vetted B2B sales prompts, ready for the tools you just configured.
Browse the library