AI in Sales & Account Management
AI-powered deal intelligence and client retention
Build AI workflows that prep you for every call, flag at-risk accounts from email sentiment, and trigger automated check-ins. Using Clay, n8n, and GPT-4 APIs.
Who is this for?
Topics Covered
Clay + GPT-4: auto-generate call briefs from LinkedIn, news, and CRM data
Email sentiment analysis to detect unhappy clients before they churn
n8n triggers for automated check-ins when accounts go quiet
Deal scoring: AI-weighted pipeline with real close probability
What You'll Learn
Generate comprehensive call briefs in 30 seconds with Clay
Set up churn alerts based on email tone and response patterns
Automate "just checking in" sequences for dormant accounts
Build a deal score model that actually predicts closes
What's Included
Ready to Book This Workshop?
Schedule a discovery call to discuss your team's needs and customize this workshop for your agency.
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