Inbound enquiry qualification
- The workflow
- Read incoming enquiries against the team's fit criteria, prepare a lead summary and suggest the next conversation or owner.
- Human approval
- Sales sets qualification rules and approves replies outside them.
Sales / 22 workflow briefs
AI sales workflow use cases
The work between customer conversations adds up: account research, CRM upkeep, proposals, quotes and renewal preparation. Fettler can connect those steps around the people who own the relationship.
Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.
A practical first step
Bring one real example.
Bring a recent enquiry, an example opportunity record and your approval rules for quotes. Choose a repeatable handover where missing information currently slows the next conversation.
Workflows to scope with your team
Sales call queue preparation
- The workflow
- Use consented contact records, callback requests and sales availability to prepare a calling queue and capture conversation notes.
- Human approval
- The sales lead controls calling permissions and contact frequency.
Professional outreach drafting
- The workflow
- Prepare relevant introduction messages from approved prospect research and keep replies attached to the opportunity record.
- Human approval
- The account owner approves each outreach sequence and recipients.
SMS follow-up coordination
- The workflow
- Prepare short follow-ups for opted-in contacts, respect suppression lists and route incoming replies to the right owner.
- Human approval
- The campaign owner approves message content and sending rules.
WhatsApp sales follow-up
- The workflow
- Bring opted-in enquiries, conversation history and order context together to draft relevant WhatsApp follow-ups and assign unanswered replies.
- Human approval
- The sales team approves templates and any commercial commitment.
Prospect list preparation
- The workflow
- Find organisations matching an agreed customer profile using approved sources and attach evidence for each suggested account.
- Human approval
- Sales reviews account fit and permitted contact sources.
Sales conversation practice
- The workflow
- Use product notes and approved objection guidance to run practice conversations and return feedback tied to the sales playbook.
- Human approval
- A sales coach chooses exercises and reviews coaching criteria.
Sales call review packs
- The workflow
- Organise permitted call transcripts against an agreed coaching checklist and highlight examples for a manager discussion.
- Human approval
- The sales coach interprets feedback and decides coaching actions.
Opportunity evidence checks
- The workflow
- Compare opportunity notes with the team's qualification checklist and prepare questions for missing buyer or delivery information.
- Human approval
- The account owner determines qualification and next steps.
Sales proposal consistency checks
- The workflow
- Compare a proposal with approved scope, pricing and delivery inputs, flagging conflicting promises and missing exclusions.
- Human approval
- Commercial and delivery owners approve the final proposal.
Account interest signals
- The workflow
- Collect permitted business engagement events and explicit enquiries into a dated account brief with source context.
- Human approval
- The account owner interprets interest and approves outreach.
CRM record reconciliation
- The workflow
- Compare CRM entries with approved internal records, preparing proposed corrections and duplicate merges with evidence.
- Human approval
- Sales operations approves merges and disputed field changes.
Pipeline review preparation
- The workflow
- Read opportunity milestones, unresolved dependencies and stale follow-ups to prepare a deal review agenda.
- Human approval
- Sales managers assess deal risk and approve forecast changes.
Customer meeting preparation
- The workflow
- Bring prior notes, open requests and agreed account facts into a meeting brief with questions and next-step reminders.
- Human approval
- The account owner checks the brief before the conversation.
Quote approval routing
- The workflow
- Check quote fields against approved price rules and route discounts or unusual terms to the correct approver.
- Human approval
- Commercial owners authorise prices and exceptions.
Commercial deal coordination
- The workflow
- Collect requested contract, security, pricing and delivery inputs into one deal checklist with owners and deadlines.
- Human approval
- Each accountable team approves its commitments before signature.
Renewal planning reports
- The workflow
- Combine renewal dates, contract terms and unresolved customer actions into a forecast preparation pack.
- Human approval
- Account and finance owners approve renewal assumptions and offers.
Competitive objection preparation
- The workflow
- Retrieve approved product comparisons and customer questions to draft evidence-based responses for a sales conversation.
- Human approval
- Sales and product owners verify claims before use.
Channel partner deal tracking
- The workflow
- Reconcile partner-submitted opportunities and outstanding joint tasks into a shared coordination report.
- Human approval
- Channel managers approve lead ownership and commercial commitments.
Outbound account briefing
- The workflow
- Gather relevant public organisation updates and approved CRM context into a prospect brief with suggested conversation topics.
- Human approval
- The salesperson approves recipients and outreach content.
Sales performance reporting
- The workflow
- Reconcile activity, pipeline and closed-business measures using agreed definitions and show missing or inconsistent records.
- Human approval
- Sales operations verifies figures and managers interpret performance.
Account expansion preparation
- The workflow
- Compare customer-stated needs and existing service scope with approved offerings to prepare questions for an account review.
- Human approval
- The account owner assesses fit and approves any proposal.
Make it yours
Start with the work that keeps coming back.
Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.