The executive brief · Sales
AI, on one page.
What it is, where it bites, what it costs, who signs, and where it sits in sales.
- 1
Ask what goes in and what comes out. If nobody can say, there is no project yet.
- 2
Most of the value is in simple models you can explain in a sentence.
- 3
The only score that counts is on data the model never saw. Ask for it.
- 4
Fluent is not the same as true. Keep a person wherever the answer must be exact.
- 5
Know what a false alarm costs and what a miss costs. The threshold is your decision, not the vendor’s.
- 6
Autonomy is earned from the logs, one notch at a time. Start with a person on nearly everything.
Where it sits in sales
| Step | What the AI does | Lands in | Ask |
|---|---|---|---|
| Qualify Where it bites | Scores every new lead on how likely it is to buy. | The lead score field in the CRM | How did it score on leads it never saw, from last quarter? |
| Propose The assistant | Drafts proposals and follow-ups from your past winning proposals. | Draft emails and proposal documents | Who reads every draft before it goes to a customer? |
| Negotiate The price of wrong | Flags deals priced below the margin floor for approval. | The quoting approval workflow | What does a stalled deal cost you, and what does a bad discount cost? |
| Close A simple model | Turns pipeline stage and history into the quarterly number. | The CRM forecast and the board pack | What goes in, and how far off was it last quarter? |
| Renew Who signs | Sends confident renewals automatically and routes at-risk accounts to a person. | Renewal tasks in customer success | Above what confidence does it act alone, and who chose that line? |
The three questions that settle any AI pitch
- 1What goes in, and what comes out?No clear answer, no project. Yet.
- 2How did it score on data it had never seen, and on how many rows?The demo score is the student marking their own exam.
- 3What does a wrong answer cost, and who signs the ones it gets to make alone?The threshold and the autonomy are your decisions, not the vendor’s.
Illustrative examples, not client results. Nydros · nydros.com/learn/brief?industry=sales
