Get the direction right.
Align the offer, knowledge and market before asking the team to research.
THE AI SALES TEAM FIELD GUIDE
Better briefs.
Better conversations.
Practical guides for the people directing an AI sales team. Build the mission, inspect the research and turn relevant interest into a next step.
ONE MISSION, FROM BRIEF TO HANDOFF
See what useful AI work actually looks like.
Follow a fictional solar manufacturer looking for distributors in a new market. See how a clear brief becomes a relevant introduction and an owned next step.
Illustrative work, not a live campaign. No messages are sent from these examples.
MISSION / NEW DISTRIBUTION MARKET
Find the right distribution fit.
ProductN-type solar modules
AudiencePV trade distributors
EvidenceSupply to installers
First responseDo you review new suppliers?
What the AI team needs
An audience it can verify, a question it can ask and claims it can support.
Read the mission playbookSUBJECTAdditional solar module suppliers
01
Your website describes PV component distribution in Malaysia.
Verified context02
We manufacture an N-type solar module range.
Relevant offer03
Do you review additional module suppliers?
One clear question04
[Name] · [Company]
Sender identityWhat makes the draft useful
Verified context, a relevant offer and one answerable question.
Explore the annotated emailHUMAN HANDOFF
Export sales takes ownership
KnownTechnical information requested
OpenTerritory terms need review
OwnerNamed commercial contact
MeetingNot yet booked
What the human receives
The request, the unanswered commercial question and ownership of the next step.
Read the handoff playbookCHOOSE YOUR STARTING POINT
A reading path for the work ahead.
Build a reason to connect.
Verify company fit, give writing clear boundaries and review the introduction.
Turn interest into action.
Handle exceptions, assign the next step and measure meaningful progress.
Showing 10 guides
ILLUSTRATIVE BRIEF / 01
Solar module manufacturer
OfferN-type solar modules
AudienceTrade distributors
MarketMalaysia
First askDo you review new suppliers?
Installer customersNo exclusivity claims
Write an ASEAN expansion brief your AI team can use.
Turn an ambition into one audience, one market and a clear next step.
Read guide 01 / 1001 / WEBSITECompany & offer
02 / PRODUCT SHEETSpecifications
03 / TEAM NOTESCommercial boundaries
REVIEWED KNOWLEDGEApproved facts
Source · owner · review date
Build a useful company knowledge pack without a pitch deck.
Organise websites, notes and documents into facts the team can safely reuse.
Read guide 02 / 10TRADE DISTRIBUTORBuys to resell
Partner-fit mission
Check portfolio and customersPROJECT INSTALLERBuys to install
Project-buyer mission
Check procurement responsibilityKeyword match does not establish commercial role.
Find distributors, not just companies with the right keywords.
Separate commercial role, product relevance and willingness to engage.
Read guide 03 / 10| Readiness | Malaysia | Singapore |
|---|---|---|
| Buyer evidence | Research | Research |
| Partner access | Check | Check |
| Offer readiness | Review | Review |
| Team capacity | Assign | Assign |
Choose the first market with a decision matrix.
Compare readiness and route-to-market fit without pretending a score is certainty.
Read guide 04 / 1001 / OBSERVED“Wholesale PV supply”
Public company description
02 / INFERREDPotential distribution fit
Relevant to this mission
03 / STILL UNKNOWNInterest in a new supplier
A question, not a fact
Read a shortlist: evidence, inference and what is still unknown.
Make lead recommendations easy to inspect and easier to improve.
Read guide 05 / 10WRITING BRIEF / EXAMPLE
One message. Clear boundaries.
SayIntroduce the module range
UseApproved product facts
AskDo you review suppliers?
AvoidPricing or exclusivity promises
EnglishUnder 100 wordsNeutral if facts missing
Give your writing agent instructions that produce a focused email.
Specify the message, evidence, tone and response you want.
Read guide 06 / 10SUBJECTAdditional solar module suppliers
01
Your website describes PV component distribution in Malaysia.
Verified context02
We manufacture an N-type solar module range.
Relevant offer03
Do you review additional module suppliers?
One clear question04
[Name] · [Company]
Sender identityWrite a first introduction that makes replying easy.
Use a short structure that connects company context to a relevant question.
Read guide 07 / 10- FIRST CONTACTEstablish relevanceAsk one useful question
- FOLLOW-UPAdd new contextReview timing and eligibility
- FINAL STEPClose or hand overNo indefinite loop
Review before every stepReply · opt-out · bounce · booking
Plan follow-ups with a reason to continue and a clear ending.
Design a sequence around useful context, ownership and stop conditions.
Read guide 08 / 10ILLUSTRATIVE INBOUND REPLY
“Could you share specifications and explain your territory terms?”
HUMAN HANDOFF
Export sales takes ownership
KnownTechnical information requested
OpenTerritory terms need review
OwnerNamed commercial contact
MeetingNot yet booked
Turn a reply into a qualified human handoff.
Distinguish curiosity, buying relevance and an agreed commercial next step.
Read guide 09 / 10Fictional counts for explanation only. Not customer results or expected conversion rates.
Measure expansion progress beyond emails sent.
Review the path from researched companies to accepted commercial opportunities.
Read guide 10 / 10No guides match this search.
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TAKE THE WORK INTO YOUR TEAM
Ten worksheets. One practical toolkit.
Mission brief, knowledge inventory, distributor review, market matrix, evidence review, writing instructions, first email, sequence plan, handoff and measurement.
Download all worksheets (.zip)01–03 / PLAN & TARGET04–06 / RESEARCH & WRITE07–10 / CONTACT & QUALIFYEditable text files · No sign-up needed
One clear mission is a good place to start.
Use the guides with your team, and read our market guides for the rules and buyer habits in each market we serve. Then see how the workflow fits your business.
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