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The Workflow-First Framework

Why Workflow Design Beats Tool Selection

Moment 1: Pre-Call Research and Planning

Moment 2: Personalized Outreach at Scale

Moment 3: Follow-Up That Doesn't Die

Moments 4 & 5: CRM Hygiene and Deal Risk

Quiz: Apply the Workflow Model

Map the five specific moments in your sales workflow where AI creates the greatest leverage — from pre-call research to deal risk monitoring — and learn what each workflow actually looks like.

Not every moment in your sales process benefits equally from AI. This module maps the five specific workflow moments where AI creates outsized leverage — and shows you what the workflow looks like when it's designed around them rather than adapted to include them.

The 5 AI Sales Workflow Moments

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