AI Skills for Sales and BizDev

Prep calls, send followups, and answer RFPs with AI that holds your deal context.

7 skills curated 153 guides in our library

Why Sales and BizDev Need AI

The three tasks that eat the most hours. AI gives them back.

  • Pre-call research for a single discovery call takes 45 minutes across LinkedIn, CRM notes, and the prospect's site.
  • Post-call followups sit in drafts for 2 days because writing a tailored recap is slow.
  • Handling a complex customer reply or RFP question means pulling answers from five internal docs. For high-stakes issues that need a senior hand, pre-built an escalation response template for senior support keeps tone and structure consistent without starting from a blank page.

What You Can Build

Produce a full pre-call brief, a personalized followup email, a product-positioning one-pager, or a tailored RFP response in 10 to 20 minutes per deal. Keep pipeline momentum by turning every call into a recap, next-step plan, and stakeholder email the same day. Expected weekly lift: 8 to 12 hours back from manual prep and writing. After each meeting, run a CRM enrichment workflow with AI to pull contact data, company signals, and deal notes into your records automatically. Use the top AI apps on Android to log call notes and draft followups while you are still walking out of the building.

Sales and BizDev FAQ

No. Every skill is written for Sales and BizDev who have never built with AI before. You open the step, paste a prompt, review the output, and iterate. The only requirement is a real task on your desk and 30 to 60 minutes to ship it.

Start with Sales Call Prep. It is the fastest win for most Sales and BizDev: you already know the shape of the output, so you can judge what AI produced in minutes and iterate until it is good enough to send. Once you ship one, the rest feel familiar.

Skip around. These skills are independent tasks, not a linear course. Pick whatever matches the work in front of you this week and do it start to finish with AI. The order you learn them in does not matter; the one you ship first does.