5 Ways AI Can Make Your Job Easier as a Sales Leader
Sales leadership is full of nonstop responsibilities; from coaching reps, to managing pipeline, forecasting, and making constant big and small decisions. But a huge part of your day to day can probably be taken off your plate, thanks to advancements in technology.
Think what you want about AI, but the best sales leaders today are leveraging AI to free up time, sharpen their decision-making, and become more effective as a result.
Here are five ways AI can make your job easier, along with exact prompts to help you start using it today.
1. Smarter Delegation: Let AI Handle Admin Work
Time-consuming tasks AI can do for you:
CRM data entry and updates (look into Zapier to integrate tools like Use Otter.ai, Fireflies.ai, or Gong) - and if you’re not sure how these can integrate, just ask ChatGPT to tell you!
Call and meeting summaries (upload transcripts to ChatGPT and have it build a summary for you; or just use a tool like Otter.ai or Fathom)
Drafting follow-up emails
Scheduling meetings and prioritizing calendar tasks (tell it your to-do’s and ask it how it would recommend you prioritize for maximum efficiency and output)
Generating reports from raw data
A good rule of thumb is to think of AI as the one to handle the first draft so you can free up more time for strategic work.
Try These ChatGPT Prompts:
“Summarize my last sales team meeting and provide a concise email update with key action items.”
“Tell me how I can integrate AI tools into my CRM to handle [XYZ] recurring data entry”
2. Creative Thinking Sparring Partner
Whether it’s email templates, reports, or presentations, AI can help you craft killer messaging faster and more effectively (again, remember to think of this as a first draft that you can then review and edit to make it your own).
Ways AI can help you write smarter:
Building and refining email templates
Structuring reports and proposals
Creating clear and compelling presentations
Try These Prompts:
“Draft a follow-up email for a prospect who showed interest but hasn’t responded. Keep it concise and persuasive.”
“Help me structure a pricing proposal that provides negotiating room, provides good value to the customer while staying within XX parameters and XX overall budget.”
“Help me articulate tangible return on investment to a customer trying to solve for X with Y solution, at a cost of $X/year.”
“My team needs to improve on their prospecting skills. Draft an outline for a 15 minute interactive enablement on this topic that I can incorporate into our next team meeting.”
3. Customer and Industry Research
AI can gather and distill insights on industries, trends, and even individual customers, helping you get up to speed quickly.
What AI can research for you:
Industry trends & competitor insights
Customer business models (how they make money, who they serve)
Breaking down complex product offerings into simple explanations
Try These Prompts:
“Analyze the latest trends in [industry] and summarize the top 3 shifts impacting XYZ teams.”
“Explain [customer's company]’s business model like you would to a 10 year old. How do they make money?”
4. Brainstorming & Problem-Solving
Think of AI as a thought partner that can help you work through challenges from new angles.
Ways AI can help you problem solve better:
Provide alternative approaches as you feel like you’re hitting a wall
Help structure and test different strategies
Act as a sounding board for challenging team dynamics
Try These Prompts:
“I’m struggling to get my sales team to adopt a new CRM process. I’ve tried XYZ; What are potential reasons this could be happening? What are three alternative ways to drive adoption? ”
“We are struggling to break in to XYZ account. We’ve tried the following angles with each of the following people (list names and approaches). Give me 5 new creative ideas I may not have tried yet for landing a meeting.”
5. Structuring Employee Feedback for 1:1s and Performance Reviews
Having difficult conversations is one of the hardest (and most important) parts of leadership. AI can help coach you on delivering feedback with empathy and directness.
Ways AI can help:
Draft performance review summaries
Help frame difficult conversations with struggling reps
Provide coaching scripts for delivering constructive feedback
Try These Prompts:
“Using the ‘Situation-Behavior-Impact’ model, draft constructive feedback for a sales rep who is struggling with prospecting but is strong at closing deals.”
“Analyze the following data to identify trends, concerns and coaching opportunities” (attach spreadsheet or report).
The Future of Sales Leadership: Using AI to Lead Smarter, Not Harder
AI won’t do your job for you, but it can certainly help you be more effective. If you can figure out:
When to delegate to AI (vs. other people)
How to use AI to eliminate repetitive tasks
Ways to leverage AI insights to help your team sell better
I guarantee you’ll see the immediate benefits.
And if you aren’t sure where to start, a great ChatGPT prompt to begin with is “How can I leverage you to help me with X?”
I bet you’ll be surprised by the answer.
For more insights on time management effectiveness and motivation, check out my FREE Guide.
