AI for sales reps: 10 prompts, and sales tools from $7 to $550 a seat against a $20 chat plan

What is the best AI for sales reps, and what does a seat cost?

One rep's first year of AI runs from $84 to $6,600, across eight sales products we priced on their own pages on 3 October 2026. The $6,600 is Salesforce Max, the only edition with Agentforce for Sales in the seat price. Salesforce's AI starts lower, though. Core, at $195 a user a month billed yearly, includes Agentforce: Sales Emails, and the pricing page says "AI can be added to Core and above".

The table is the same check in full: US dollars, one rep, each vendor's own page on 3 October 2026. One trap when you price these yourself. LinkedIn lists Sales Navigator Core at US$119.99 a month and at C$144.99 in Canadian dollars, and a pricing page opened through a VPN or a corporate proxy can quietly switch currency, so check the symbol first.

Lead scoring is the clearest job a chat plan can't do. HubSpot lists lead scoring on Sales Hub Starter (up to 5 scores) and Professional (up to 10). Salesforce includes Lead Scoring in Advanced, at $395, and in Max, and sells it as an add on for Core. A suite scores from its own record of which leads became deals, and a chat window never sees that record. What a chat plan can do is Prompt 10 below: you paste a pipeline with the names stripped, set the rules (no next step, 14 quiet days, a close date already past) and get the flagged deals back. Call coaching splits the same way. Gong sells call analysis, Salesforce includes Call Summaries only in Max, and a chat plan works from the notes you type.

So the suites and the chat plans are different purchases. A suite sells data and plumbing: contacts, a pipeline, lead scores, sequences that actually send, call recordings. A chat plan sells the words, and it knows only what you paste. Whizi loses to every suite above on the data half. It has no CRM, no contact data and no sequences, it sends nothing, and it has no team seats. What it adds is GPT and Claude Haiku on Starter, and Claude Sonnet and Gemini on Pro, behind one login. Its projects hold up to 10 pinned files and 32,000 characters of instructions, so one account's research and call notes ride along on every chat about that account.

How can sales reps use AI for account research and cold emails?

Sales reps get the most from AI on the writing around a deal, with every fact pasted in by the rep and the model banned from adding its own. That's also where sellers expect the time back. In Salesforce's State of Sales survey of 4,050 sellers in 22 countries, published 3 February 2026, they expected AI agents to cut prospect research by 34% and email drafting by 36%. These five prompts cover the first touch. Fill the brackets; each works the same in ChatGPT, Claude or Gemini.

Prompt 1, the account brief: Below is text I copied from [company]'s website, its latest press release and two of its open job posts. Using only this text, list what the company sells and to whom. Then give three facts that changed in the last 12 months, each with the sentence it came from; two problems a [your product category] could touch, labeled as guesses; and what I still do not know. Do not use anything you remember about this company. Text: [paste].

Prompt 2, the buyer brief: I am selling [product] to a [title] at a [industry] company of about [size] people. List what a person in this role is usually measured on, the three objections they most often raise to a purchase like this, and two questions that show within five minutes whether they own the budget. Mark every line as general knowledge, not a fact about this person.

Prompt 3, the B2B cold email: Write a cold email under 90 words to [first name], [title] at [company]. Open with this fact from my research: [paste one line and where it came from]. Say in one sentence what [product] does for teams like theirs, using this number from a real customer: [paste, or write none]. End with one yes or no question. Plain text, no links, no "Re:" or "Fwd:" in the subject, no flattery, no "I hope this finds you well". Do not touch my signature block; it carries our postal address and an unsubscribe line.

Prompt 4, the follow ups: Write two follow ups to the email below, sent 4 and 9 days later, each under 50 words. Each adds one new fact: [paste two facts]. Never repeat the pitch, never pretend a reply happened, and make the last one easy to answer with no. Email: [paste].

Prompt 5, the B2C inbound reply: A customer filled in our web form about [product, for example a home solar quote] and wrote: [paste their message]. Write a reply under 120 words that answers their question with these facts only: [paste price range, timing, next step]. Offer two times for a call this week. No urgency lines, no discount I have not listed, no promise of savings.

Prompt 1 bans memory on purpose. A model asked about a company from what it remembers will produce a confident funding round or headcount that's a year old or never happened. The cold email in Prompt 3 is only as good as that one opening fact. For the email craft itself (length, subject lines, the reply data), the AI for email writing guide goes deeper. The sales prompt pack has twenty more, each starting from the buyer's problem.

Which prompts handle call prep, objections and CRM notes?

The safe CRM prompt sorts your own typed notes into fields and forbids the model from adding anything you did not write. The other four prompts in this set prepare the call and close the loop after it.

Prompt 6, discovery call prep: Here are my CRM notes and research on [company] for a 30 minute discovery call tomorrow with [title]. Write a three line agenda I can say out loud; six open questions in the order I should ask them, covering their current process, the cost of the problem, who else decides, timing and budget; and the one question I must not leave without answering. Notes: [paste].

Prompt 7, objection practice: Play a skeptical [title] at a [industry] company that already uses [competitor]. I will pitch [product] in three sentences. Push back with the objections a real buyer in that seat raises, one at a time, and wait for my answer before the next. After five rounds, tell me which of my answers dodged the question.

Prompt 8, call notes to CRM fields: These are my typed notes from a call with [company]. Sort them into these fields: pain in the buyer's words, current tool, decision makers named, budget stated, timeline stated, next step with a date, risks. Write not discussed for any field my notes do not cover. Do not add anything I did not write, and do not guess an amount. Notes: [paste].

Prompt 9, the recap email: From the CRM fields below, write a recap email to [first name] under 150 words: what they said the problem costs, what we agreed, who owes what by which date, and one question that confirms the next meeting. Use their words where the fields quote them. Fields: [paste].

Prompt 10, the pipeline check: Below are my open deals with company names replaced by letters: stage, amount, days in stage, last activity date and next step. Flag every deal with no next step, no activity in 14 days, or a close date already past. For each flagged deal, write one line on what to ask the buyer next. Do not change any number. Deals: [paste].

Prompts 8 and 9 start from typed notes, not a call recording, which keeps the CRM to what the buyer actually said. Prompt 10 replaces company names with letters. A pipeline export is the most sensitive thing on a rep's screen, as the section after next explains.

What does the FTC's CAN-SPAM guide say about cold sales email?

The FTC's compliance guide says CAN-SPAM covers "any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service". It then adds: "The law makes no exception for business-to-business email."

This section quotes the rule texts as published, with the date we read them. It isn't legal advice. It doesn't say whether a rule reaches your emails, calls or list; that's a question for your company's counsel. The guide, last edited in January 2024 to update its penalty figures and read on 3 October 2026, puts the penalty at up to $53,088 for each separate email in violation. It lists eight main requirements, quoted here as of October 2026.

Prompt 3 keeps the signature block, with the postal address and the unsubscribe line, outside the text the model edits, so a rewrite can't drop it.

Calls have their own text. The FCC's declaratory ruling FCC 24-17, adopted 2 February 2024 and released 8 February 2024, confirms that "the TCPA's restrictions on the use of 'artificial or prerecorded voice' encompass current AI technologies that generate human voices". It says such calls "require the prior express consent of the called party to initiate such calls absent an emergency purpose or exemption".

Canada's statute is worded differently. Canada's anti-spam legislation, section 6(1), prohibits sending a commercial electronic message unless the recipient "has consented to receiving it, whether the consent is express or implied". Section 20(4) reads: "The maximum penalty for a violation is $1,000,000 in the case of an individual, and $10,000,000 in the case of any other person."

What should a sales rep never paste into ChatGPT?

Never paste a customer's card number, a Social Security number, health details, documents a prospect shared under an NDA, your price book or discount floors, or a full CRM export with personal emails and phone numbers. Prompt 10 shows the alternative. Replace names with letters, keep the numbers, and the model does the same job.

The reason is where a pasted line goes. OpenAI's data controls page says consumer conversations can train its models unless you switch off "Improve the model for everyone", and that ChatGPT Business, Enterprise and Edu aren't used for training by default. Anthropic's pricing page lists training as "Opt-out" on Claude Free, Pro and Max and "None by default" on Team. So a rep paying $20 out of pocket is on the plan that trains by default. The business plans in the table above flip that default but start at two seats, $50 a month on monthly billing. Whizi sends each message through OpenRouter to a routed model provider, so keep the same never-paste list. What never to paste into an AI chat has the full list for every vendor, and your company's acceptable use policy outranks all of it.

Will AI replace sales reps?

No, on the US government's projection, but it doesn't project growth either. The Bureau of Labor Statistics counts 1,571,400 wholesale and manufacturing sales representative jobs in 2025, with a median pay of $76,460 in May 2025. It projects 0 percent change from 2025 to 2035, a loss of 7,700 jobs. Salesforce's survey puts the average seller's selling time at 40% of the week, and the AI agents it reports 54% of sellers have used go after the other 60%: research, data entry, first drafts.

So pay $20 for a chat plan and run Prompts 1 to 10 for the writing. Pay for a suite when the bottleneck is contact data, lead scoring, sequence volume or the CRM itself. Before you switch on its sending, take the sequence and the FTC's eight requirements quoted above to whoever handles compliance at your company.