Before the customer meeting
Turn account information into a sourced brief, relevant questions and gaps to check with the buyer.
Prepare an account brief →Free weekly newsletter + practical articles
Practical AI for the work that moves B2B deals forward.
Prepare for customer meetings, turn call notes into clear follow-ups, and review your pipeline with better evidence.
Get practical guides, checklists and AI workflows for sales managers and B2B sales professionals.
One practical brief each week. Free. Unsubscribe anytime.
Start with the task in front of you
Put AI to work across your sales week.
After the sales call
Turn meeting notes into a follow-up draft, clear next steps and CRM updates for your review.
Work from your call notes →In the pipeline review
Question unsupported close dates, check buyer commitments and leave with a named owner for each next action.
Get the pipeline checklist →Free resource / six-page PDF
Bring this to your next pipeline review.
A meeting checklist, an AI preparation prompt and a fillable deal review card. Ready to use with your existing sales process.
- Check the evidence behind each deal update.
- Prepare questions from approved deal records.
- Record decisions, owners and follow-up dates.
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Want to build a wider workflow? Explore the free Starter Kit →
Selected from the publication
Start with these practical guides.
01 / ACCOUNT RESEARCHBuild an Account Research Agent That Cites Every Claim
Prepare an account brief you can check against its sources before using it with a customer.
02 / MEETING FOLLOW-UPTurn discovery notes into CRM updates and a follow-up draft
Separate what the buyer said, what is still missing and what your team needs to do next.
03 / SALES OPERATIONSSales Workflow Automation: A Practical Guide for Lean B2B Teams
Choose a repeated sales task, define the review step and test the workflow before expanding it.
Who am I? / Janne Ikola
Sales experience. Practical AI.
I’m Janne Ikola. I’ve worked in B2B sales for 25 years, including leading international sales across technology and services. For the past six years, I’ve been building AI solutions.
I write Agentic Sales Lab to help sales professionals apply AI to the work they already do: preparing for customers, following up and deciding what to do next.
Read more about Janne and the publication →How we approach AI in sales
Check the source. Keep the decision.
Every substantial guide gives you something to use: a checklist, a workflow or a test. Sources and assumptions are visible, and customer messages and important CRM changes stay under human review.
For an account brief, that means: gather approved company information, let AI draft the brief, check the claims, then choose the questions to ask the buyer.
Read our approach to AI sales workflows →
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