AI does not close the deal for you. It prepares the meeting, writes the meeting notes, summarizes the customer record, and suggests the follow-up, so your time goes to customers.
AI helps sales representatives with tasks such as “Prepare a discovery meeting,” “Review an account before you call,” and “Write up a customer meeting.” Start with a single task, in Perplexity: allow 10 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
TodayBefore every first meeting, you have to dig through the website, the press, and social media to understand the company, and you often show up with three lines.
With PerplexityA one-page brief on the company, with its sources, five questions to ask, and two conversation openers.
HubSpot (Breeze) · Breeze Assistant
TodayBefore a call, you have to reread the notes, the emails, and the open deals, scattered across the record.
With HubSpot (Breeze)A ten-line account summary, with the pending commitments and three questions for the call.
Granola · “Enhanced” tab
TodayDuring the meeting, taking notes keeps you from listening. Afterward, the write-up waits and the CRM stays empty.
With GranolaStructured meeting notes to paste into the customer record, and a follow-up email ready to review.
Also
ChatGPT · Projects
A complete first draft of the proposal, true to your template and your price list, with the points to fill in clearly visible.
Gamma · Create, “Paste” option
A laid-out presentation, to touch up and then export to PowerPoint or PDF.
ChatGPT · Voice mode
Practice out loud, then precise feedback on your answers and phrasing you can reuse.
HubSpot (Breeze) · Breeze Assistant
A short follow-up email, built on the deal’s history, with three subject lines to choose from.
lemlist · lemAgent
A four-email campaign ready to review, with a first list of twenty prospects.
HubSpot (Breeze) · Breeze Assistant
A table of your open deals, with the ones that have gone quiet and a suggested action for each.
What to check
A cited source can be poorly summarized or out of date. Open the links before you repeat a number or a news item in front of the customer.
Prepare a discovery meetingPerplexityThe prompt to copy
I am a sales rep at [your company], which sells [your offering] to [type of customers]. I am meeting [contact’s job title] of [company name, city] on [date]. Prepare a one-page brief: the company’s business and size, news from the last twelve months (hiring, openings, leadership changes, funding), likely challenges for this role, tools or vendors already in use if that is public. End with five discovery questions to ask and two conversation openers. Cite the source of each piece of information and write “not found” when you do not know.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite up a customer meeting
In your jobPrepare a discovery meeting
In your jobPrepare the pitch presentation
In your jobReview an account before you call
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
The team’s CRM, with Breeze Assistant: it summarizes a record before a call, drafts a follow-up from your exchanges, and lists the deals that have gone quiet.
Recommended planFree Tools, €0, up to 2 users. Breeze Assistant is included in all plans
It drafts the proposal from your notes and your price list, and plays the tough customer out loud so you can practice handling objections.
Recommended planFree to start. With customer data: Business, $25 per user per month ($20 if billed yearly)
It takes the meeting notes with no bot in the call. You listen to the customer, and the meeting notes and follow-up email are ready at the end.
Recommended planBasic, $0. To send notes to HubSpot: Business, $14 per user per month
Before a first meeting: what the company does, its news, and its challenges, with sources to open one by one.
Recommended planFree to start. Then Pro, $20 per month (€22 on the French App Store)
You paste in your proposal, and it splits it into slides and lays it out. The result exports to PowerPoint or PDF.
Recommended planFree, $0: 400 credits at sign-up. Then Plus, €8 per user per month, billed yearly (€96)
If you prospect by email: lemAgent finds prospects that match your target and prepares a sequence of messages, which you approve before sending.
Recommended planEmail, $55 per month, billed yearly ($69 billed monthly). No free plan, 14-day trial
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: HubSpot (Breeze), ChatGPT, Granola, Perplexity, Gamma, and lemlist. 5 of them can be used for free to get started.
Yes. It drafts the proposal from your notes and your price list, and plays the tough customer out loud so you can practice handling objections. The plan to choose: Free to start. With customer data: Business, $25 per user per month ($20 if billed yearly).
With “Prepare a discovery meeting,” in Perplexity. Allow 10 minutes the first time. A one-page brief on the company, with its sources, five questions to ask, and two conversation openers.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.