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Implementation guide

B2B AI Sales OS

A five-step AI operating system for B2B sales teams — from ICP definition and competitor mapping to verified lead building, cold email sequencing, and AI-generated proposal closing.

5 ordered steps

  1. Step 1

    GTM foundation

    Strategy

    ChatGPT B2B OS Toolkit

    A parallel-agent ChatGPT system that produces a complete B2B operating model: ICP segmentation, offer positioning, and a 90-day content and outreach execution plan. Use this before any outreach or list building because every downstream step depends on the ICP and positioning output.

    How to use it

    1. Run the ICP segmentation prompts first and save one primary persona with a defined pain point, buying trigger, and positioning angle.
    2. Use the GTM planning section to define your first 90-day outreach themes and priority channels.
    3. Export the offer positioning statement to a working doc so you can reuse it in the email and proposal steps.

    Open resource

  2. Step 2

    Competitor intel

    Research

    AI Competitor Analyst: Monthly Market Intel in Your Inbox

    A competitor intelligence system that scrapes competitor updates, summarizes them with AI, and turns them into a repeatable market intel digest. Use it to understand how competitors position themselves and where your ICP is underserved.

    How to use it

    1. Run it against 3–5 direct competitors before building outreach copy.
    2. Extract pricing, positioning, and messaging gaps as possible differentiation hooks.
    3. Add the competitor summary to your GTM doc so it informs your outreach and proposal language.

    Open resource

  3. Step 3

    Verified leads

    Prospecting

    The Instant Lead Builder: AI Workflow to Get Verified Emails

    A lead enrichment workflow that turns company names into verified business emails using AI, Apollo, LinkedIn, and Airtable. This gives the sales system a real prospect list before outreach begins.

    How to use it

    1. Start with 20–30 companies that match the ICP from Step 1.
    2. Verify emails before writing outreach to reduce bounce risk.
    3. Export the list to Airtable with fields for ICP segment, company type, and personalization notes.

    Open resource

  4. Step 4

    Cold email sequence

    Outreach

    AI Email Prompt Stack: Write Hyper-Targeted Cold Emails

    A prompt stack for writing hyper-targeted cold emails by reverse-engineering your offer against a specific B2B audience. It works best after you have defined your ICP, competitor gaps, and verified prospect list.

    How to use it

    1. Paste your ICP and positioning statement from Step 1 into the audience analysis prompt.
    2. Use competitor gaps from Step 2 as subject-line and opening-line hooks.
    3. Generate at least three sequence variants before sending to the verified list from Step 3.

    Open resource

  5. Step 5

    Proposal close

    Sales asset

    ProposalGPT: AI Sales Closer System with Claude MCP

    A Claude MCP workflow that turns call transcripts into polished proposal drafts by extracting prospect pain points and structuring them into a Google Doc. Use it after a qualified call to turn discovery into a tailored close.

    How to use it

    1. Feed in a sales call transcript from Otter, Fathom, Fireflies, or a similar recorder.
    2. Run the pain point extraction first to identify the strongest proposal anchors.
    3. Review the generated proposal and manually adjust pricing, scope, and delivery details before sending.

    Open resource