PlaysBy roleAccount Executive

AI for sales: workflows for Account Executive

Running deals: calls, objections, and closing.

Job 1

Find prospects and research accounts

  • Used in real prospecting · self-reported
  • Level 3
  • LinkedIn, Email

Event-based lead research: find who's in town, and who to meet

Use an AI agent or an AI chat tool with web search to list upcoming local events, research the companies listed there, find the right role at each, and draft a note you review and send yourself.

Setup Manual version: about 20 minutesSDR / BDR, Account Executive, Sales Manager, Owner who sells

Job 2

Write first-touch outreach (email, LinkedIn, call)

  • Used in real prospecting · self-reported
  • Level 3
  • LinkedIn, Email

Event-based lead research: find who's in town, and who to meet

Use an AI agent or an AI chat tool with web search to list upcoming local events, research the companies listed there, find the right role at each, and draft a note you review and send yourself.

Setup Manual version: about 20 minutesSDR / BDR, Account Executive, Sales Manager, Owner who sells

Job 3

Follow up and revive stalled leads

Job 4

Prepare for and run discovery and demo calls

Job 5

Handle objections and negotiate

Job 6

Propose, advance, and close

  • Tried in an AI tool · 6 runs, 1 tool
  • Level 1

Diagnose a stalled deal and get a ranked 14-day action plan

Describe a deal that stopped moving. Get possible reasons, the evidence for and against each, and a ranked list of actions for the next 14 days.

Setup 5 minutesAccount Executive, Sales Manager

Job 8

Coach, manage, and forecast (managers)

  • Tried in an AI tool · 6 runs, 1 tool
  • Level 1

Diagnose a stalled deal and get a ranked 14-day action plan

Describe a deal that stopped moving. Get possible reasons, the evidence for and against each, and a ranked list of actions for the next 14 days.

Setup 5 minutesAccount Executive, Sales Manager

Type to search. Try a role (SDR), a job (follow up), or a tool name.

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