AI for B2B sales
Where AI helps B2B sellers today, where it falls short, and how to judge an AI SDR, sales agent or assistant before you buy one.
Short answer
These guides cover practical AI for B2B sales: AI SDRs and sales agents, AI lead generation and prospecting, AI account research, AI-written emails, AI sales coaching, lead scoring and forecasting. Each explains what the technology does, the tasks it handles well, the failure modes to check for and how to test a tool on your own pipeline.
AI for sales: what it does well, where it fails, and how to test it
AI for sales, task by task: what artificial intelligence handles well, the failure modes to check, a 50-item test for your pipeline, vendor questions and costs.
GuideAI lead generation: how to brief it, audit the list and avoid paying for noise
How AI lead generation works, a brief template that gets better lists, a 50-record audit with real arithmetic, benchmark data on AI agents and the US rules.
GuideAI sales agents: what they can do alone, and what they shouldn't
What an AI sales agent is, the five main types, which actions to let it take alone, the US rules for AI chat and voice, a red-team test script and real costs.
GuideAI sales tools: the eight categories, what they cost and how to pick one
The eight kinds of AI sales tools, published prices checked October 2026, which one fits your bottleneck, a two-week bake-off and the data questions to ask.
GuideAI cold calling: where AI helps your reps, and where FCC rules stop it
AI cold calling explained: what AI does well on sales calls, why FCC ruling 24-17 means AI voices need written consent, real costs and a two-week test.
GuideAI sales assistants: where they save a rep's time, and what to check before trusting them
What an AI sales assistant does in a rep's week, the time it saves with worked arithmetic, call recording consent rules, data access risks and a two-week pilot.
GuideAI SDRs: what they do, what they cost against a human SDR, and how to test one
What an AI SDR does and doesn't do, its cost per meeting against a human SDR using public pay data, deliverability limits, AI SDR tool types and a pilot plan.
GuideAI sales coaching: how to check the scores before you coach with them
How AI sales coaching works: call scoring, AI role-play and live prompts, what the evidence shows, a calibration test against your managers, rules and costs.
GuideAI prospecting tools: what each type does, what it costs, and how to grade the list it gives you
AI prospecting tools by job: finding accounts, contacts, research and signals, with published prices, benchmark data and a 50-record test to compare tools.
GuideAI sales automation: which tasks to give rules, AI or a person
AI sales automation explained: which sales tasks suit rules, AI or a person, a workflow spec, how automations fail, published costs and a worked time study.
GuideAutomated lead generation: build the pipeline, then check what it lets through
How automated lead generation works: the eight steps to set it up, inbound and outbound automation, consent rules for email, texts and calls, and cost per lead.
GuideAI lead scoring: when it beats a points system, and how to test it before reps trust it
How AI lead scoring works, the minimum data HubSpot and Microsoft require, why accuracy misleads, a backtest with lift by decile, leakage and other pitfalls.
GuideChatGPT for sales: prompts that keep the facts checkable
How to use ChatGPT for sales: what it does well and badly, a context block, nine prompts for sales, a worked example with the fact-check, and data rules.
GuideAI sales forecasting: how the models work, and how to backtest one on last year's numbers
How AI sales forecasting works, what HubSpot, Salesforce and Microsoft models use, how to measure forecast error and bias, and a four-quarter backtest example.
GuideAI account research: prompts, checks and a test that catches the wrong facts
How to do AI account research: a research brief, six prompt templates, where to verify facts, a 20-account accuracy test, benchmark findings and tool types.