Sales Playbook

Executive Summary

This playbook provides everything you need to successfully sell AInstein. Follow these proven strategies to identify prospects, demonstrate value, handle objections, and close deals.

"AInstein is an AI operating system that gives businesses their own team of AI employees. These AI agents can handle customer service, create content, analyze data, and automate operations - working 24/7 at a fraction of the cost of human employees."

Key Differentiators

100+ Pre-built Personas: Not just ChatGPT - specialized agents for specific jobs
Multi-modal: Handles text, voice, images, and documents
White-label Ready: Fully brandable as your solution
No Code Required: Business users can deploy AI without technical skills
Enterprise Security: SOC 2 compliant with data isolation

Identifying Ideal Prospects

High-Value Indicators

Look for businesses with:

High volume of customer inquiries (>100/day)
Content creation needs (blogs, social, product descriptions)
Document processing bottlenecks
Repetitive manual tasks
Seasonal staffing challenges
24/7 service requirements

Qualifying Questions

"How many customer inquiries do you handle daily?"
"What percentage of inquiries are repetitive?"
"How much do you spend on customer service annually?"
"How quickly can you respond to customers after hours?"
"What tasks take your team the most time?"

Red Flags to Avoid

Less than 10 employees (unless high-growth)
No existing digital presence
Highly regulated industries (without compliance check)
Expecting 100% human replacement

The Sales Process

Stage 1: Discovery (15 minutes)

Opening Questions:

"What's your biggest operational challenge right now?"
"If you could automate one thing in your business, what would it be?"
"How are you currently handling [specific pain point]?"

Listen for Pain Keywords:

"We're overwhelmed with..."
"We can't keep up with..."
"It takes too long to..."
"We're losing customers because..."
"Our team is burned out from..."

Document Everything:

Current costs (labor, tools, time)
Volume metrics (tickets, calls, documents)
Response time requirements
Quality issues
Growth blockers

Stage 2: Demo (20 minutes)

Demo Structure:

Hook (2 min): "Let me show you how [similar company] reduced response time by 90%"
Problem Agitation (3 min):
- Show their current state
- Calculate wasted time/money
- Highlight missed opportunities
Solution Demo (10 min):
- Show ONE relevant persona in action
- Use THEIR data/scenarios
- Let the AI respond to their actual questions
- Show the admin dashboard briefly
Results & ROI (3 min):
- Calculate specific savings
- Show implementation timeline
- Present success metrics
Call to Action (2 min):
- "Based on what you've seen, where should we start?"
- Offer pilot program

Demo Best Practices:

Use their industry terminology
Input their actual customer questions
Show speed - process 10 requests in seconds
Demonstrate accuracy with complex queries
Show the multilingual capabilities

Stage 3: Proposal

Winning Proposal Structure:

Executive Summary
- Their specific challenge
- Proposed AI solution
- Expected ROI
Current State Analysis
- Cost of status quo
- Risks of not changing
- Competitive disadvantage
Recommended Solution
- Specific AI personas to deploy
- Implementation phases
- Success metrics
Investment & ROI
- Monthly subscription cost
- Setup/training investment
- 6-month and 12-month ROI projection
- Break-even timeline (usually 2-3 months)
Implementation Plan
- Week 1: Setup and configuration
- Week 2: Training and testing
- Week 3: Soft launch
- Week 4: Full deployment

Stage 4: Closing

Trial Close Questions:

"On a scale of 1-10, how well does this solve your problem?"
"What would need to change to make this a 10?"
"Who else needs to see this?"

Creating Urgency:

"Every day without AI costs you $[amount]"
"Your competitor just launched AI support"
"We have a 20% discount this month"
"Limited onboarding slots available"

Handling Objections

"It's too expensive"

Response: "Let's calculate your current costs. You're paying $[amount] for [current solution] plus [hours] of staff time at $[rate]. AInstein costs [price], saving you $[amount] monthly. Plus, it scales infinitely without additional cost."

"We need to think about it"

Response: "Of course. What specific concerns can I address now? Many clients start with a pilot - just customer service for one product line. We can have that running by Friday."

"Our customers won't like talking to AI"

Response: "They're already talking to AI at their bank, on Amazon, and with their phone. The difference is, your AI will know your business perfectly. Plus, complex issues still go to humans - but now your team handles only the interesting problems."

"What if it makes mistakes?"

Response: "Great question. The AI has guardrails and can be configured to escalate uncertain situations. It actually makes fewer mistakes than humans because it never forgets training, never has a bad day, and always follows protocols."

"We're not ready for AI"

Response: "That's exactly why we handle everything. No IT required, no coding, no complex setup. We can start with one simple use case and expand as you get comfortable. What's the one task you'd love to never do again?"

"How do we know it will work for our industry?"

Response: "Let me show you [similar client] who had the same concern. They're now handling 3x more customers with the same team. How about we do a free proof-of-concept with your actual data?"

Pricing Strategies

Value-Based Pricing

Never lead with price
Always establish value first
Compare to employee cost, not software cost
Bundle with your services

Pricing Presentation

"For less than the cost of one entry-level employee, you get an entire team of AI specialists working 24/7. At $[price]/month, the AI pays for itself after handling just [number] customer inquiries."

Discount Strategy

Volume discounts for multiple departments
Annual prepayment: 2 months free
Pilot program: 50% off first month
Case study agreement: 20% ongoing discount

Following Up

After Initial Meeting

Same Day: "Thanks for your time today. As discussed, I'm sending over the ROI calculation showing $[amount] in monthly savings."

After Demo

Next Day: "Hi [Name], I noticed you were particularly interested in [feature]. Here's a case study of how [similar company] used it to [achieve result]."

After Proposal

48 Hours: "Hi [Name], I wanted to check if you had any questions about the proposal. I can adjust the package if needed. When can we discuss next steps?"

After Objection

1 Week: "Hi [Name], You mentioned [concern]. I found this article about [solution]. Also, we now offer [new option] that might address your needs better."

Success Metrics

Track Your Performance

Demos booked per week
Demo to trial conversion rate (target: 40%)
Trial to paid conversion rate (target: 70%)
Average deal size
Time to close
Customer lifetime value

Leading Indicators

Industries with highest close rates
Most effective demo scenarios
Strongest value propositions
Best referral sources

Quick Reference Scripts

Cold Outreach

"Hi [Name], I noticed [company] is [observation about growth/challenge]. We're helping similar companies handle 10x more customer inquiries without adding staff. Worth a quick conversation?"

Voicemail

"Hi [Name], [Your name] here. I have an idea that could cut your customer service costs in half while improving response times. Call me back at [number] or just reply to my email with the best time to connect."

Email Subject Lines

"Cut customer service costs by 70% - [Company] case study"
"Your competitors are using AI. Should you be?"
"[Referral] suggested I reach out"
"10x your content output without hiring writers"

LinkedIn Message

"Hi [Name], Impressive growth at [company]! I imagine customer inquiries are scaling faster than your team. We help companies like yours deploy AI agents that handle 80% of customer questions instantly. Open to exploring how this could help [company]?"