Leveraging AI 185 | Boost Sales With an AI Agent That Researches, Reports & Preps Sales Calls with Ashleigh Stearn
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Apr 29, 2025 Ashleigh Stearn, a Relevance AI-certified expert and founder of an AI mentorship community, shares her insights on harnessing AI to transform sales processes. She discusses how AI agents can streamline research and preparation for sales calls, simplifying workflows for teams without technical expertise. Ashleigh reveals the intricacies of building a functioning AI-powered agent, including data gathering and integration with tools like Relevance AI. Expect enlightening moments on automating sales tasks and adapting AI to enhance efficiency and effectiveness in business.
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Start With Your Pain Points
- Start by automating processes you currently find tedious or time-consuming in your business.
- Break down the process into smaller tasks and create tools for each task to be automated by agents.
Use Recordings To Map Processes
- Record yourself or your team performing the process you want to automate and transcribe those recordings.
- Use an LLM to generate a Standard Operating Procedure (SOP) from these transcripts for your agents.
Clone Tools to Learn Fast
- Learn by cloning and modifying existing tool templates in Relevance AI to understand how tools work.
- Build your custom tools step-by-step, using variables and small interactions to automate tasks.