Automate Your Sales & Prospecting Pipeline
Use AI to research prospects, craft personalized outreach, and generate proposals automatically.
Lesson 1: Cold Prospecting to a Meeting
Instead of guessing, cold messaging, or sending generic outreach that gets ignored, you will learn how to use AI to research the right people, understand what they actually care about, and create an offer they genuinely want to respond to.
Step 1: Research with Manus
Manus acts as your prospecting research partner. With one prompt it can research organizations, events, teams, and key contacts — pulling publicly available information from websites, directories, news articles, and social pages. You arrive at every conversation informed, relevant, and ready.
Step 2: Build Your Offer with Claude or ChatGPT
Take the research Manus gathered and bring it into Claude or ChatGPT. Use your Sales Skill or Custom GPT to craft a value-based offer that speaks directly to your prospect's specific situation. Lead with something helpful — not a pitch. When you combine Manus research with your LLM's ability to craft personalized outreach, you stop sounding like spam and start sounding like service.
🦾 You'll use Manus for prospect research
Manus can research a company, find decision-makers, analyze their pain points, and help you craft a perfectly targeted offer.
Open Manus (Referral Link) ↗Prospecting checklist:
Activity: Use Manus to research one dream prospect then bring that research into Claude or ChatGPT to craft your outreach offer — Activity Time: 45 Minutes
Lesson 2: Personalized Outreach with NotebookLM
Instead of sending generic messages that feel like copy and paste, you will create outreach that feels thoughtful, researched, and impossible to overlook. The secret is loading both your business and your prospect into the same NotebookLM notebook.
The Strategy
Create a Notebook in NotebookLM trained on your business — add your Business Manifesto, website, past content, and case studies. Then add your prospect as a source (their website, leadership page, press release, or any public content). Now NotebookLM understands both sides of the conversation.
The Magic
Ask NotebookLM to create custom content for that specific company — personalized explainer pieces, outreach scripts, infographics tailored to their challenges, or articles that show exactly why your offer is a perfect fit. Then bring that content into Claude or ChatGPT to refine and polish it before you send.
NotebookLM by Google
Open NotebookLM ↗Activity: Build a NotebookLM for your business, add one prospect as a source, create a personalized outreach piece, then refine it in your LLM of choice — Activity Time: 30 Minutes
Lesson 3: Creating a Proposal from a Zoom Call
Once you have a meeting booked, the last thing you want is to spend hours writing a proposal from scratch. In this lesson you will learn how to turn your conversation with a potential client into a complete, polished proposal in minutes using Fathom AI and your Claude Proposal Skill.
Step 1: Capture Your Call with Fathom
Fathom AI records your Zoom call and creates a clear, time-stamped transcript of everything discussed. Your prospect's goals, pain points, questions, budget signals, and key details are all captured automatically. You stay present and focused on the conversation while Fathom handles the notes.
Step 2: Build Your Proposal with Your Claude Proposal Skill
Take your Fathom transcript and bring it into your Claude Proposal Project. Your Proposal Skill has already been trained on your Business Manifesto, offer details, pricing, process, and brand voice. When it receives the transcript it knows exactly how to convert that conversation into a professional, persuasive proposal. Review the draft, make any small edits, and send it with confidence.
Fathom AI — Free Call Recording & Transcription
Fathom records and transcribes your Zoom calls automatically. Free plan available.
Open Fathom ↗💡 Ready to build your Proposal Skill?
Head back to Paid Module 2, Lesson 3 where Robyn walks you through exactly how to build a Skill inside Claude. Use that same process to create your Proposal Skill and train it on your offers, your pricing, and your process. Once it is built, you will never write a proposal from scratch again.
Activity: Record your next sales call with Fathom and use your Proposal Skill to create the proposal afterward.
Lesson 4: Conclusion & Reflection
You now have a complete, end-to-end sales and prospecting system powered by AI. From finding the right people to personalizing your outreach to capturing your calls and delivering polished proposals — every step of your sales process is now supported by tools that save you time and remove the guesswork.
Take a few minutes to reflect:
Your sales process does not have to feel heavy. With the right system behind you it can feel strategic, intentional, and even exciting. What does your new sales process look like — and how does it feel different from before?