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AI Use Cases for Small Businessby Brendan Byrne
Sales · Use case 18 of 40

Prepare for a sales call

A practical way to use AI for this job in a small business, with a prompt you can copy.

The job
Prepare for a sales call
Tool(s)
ChatGPT, Claude or Perplexity
Time saved
30-45 minutes per call (estimate). My rough estimate, not a measured result.

The prompt

I'm meeting [prospect business name, industry] next week about [what I sell]. Based on this info from their website: [paste], list the likely problems they have, 5 good questions to ask, and 3 objections they might raise with honest answers.

Replace everything in [square brackets] with your own details. Don't paste in anything you wouldn't want stored by the AI provider.

Steps

  1. Copy key parts of the prospect's website.
  2. Run the prompt.
  3. Pick your 3 best questions.
  4. Have them on a card for the call.

My verdict

Great prep. Treat its guesses as guesses until the customer confirms.

More sales use cases

Next: Write a proposal first draft · All sales · Want a bot to do this automatically? See bot setup guides.