Find the right opportunities.
Research accounts, understand the business, and identify a relevant reason to reach out.
More research resources are planned.Practical AI for B2B sales & marketing
Let’s put AI to work
on your actual work.
Researching an account. Writing a better follow-up. Getting a repeatable process out of your head. Find free prompts and workflows you can adapt, plus practical notes on putting AI to work.
Explore free resourcesAbout the newsletterFor B2B salespeople, marketers, enablement leaders, and owners keeping an eye on overhead.
Start with what needs doing
What could use a little less manual work?
Start with the free prospect-deck prompt below. More resources for these tasks are on the way.
Make the next conversation count.
Prepare outreach, meeting notes, and follow-ups that give someone a reason to respond.
Explore the prospect-deck prompt →Make a useful process repeatable.
Turn something that worked into instructions your team can adapt and use again.
Workflow playbooks are planned.Free prompt / B2B sales & business development
When “not right now” comes back, make the follow-up useful.
A prospect replies that now isn’t a good time. Use this prompt to draft a personalized PowerPoint connecting what their business does with where you can help.
Give them a resource that helps them reconsider: a clear view of their priorities, your value, and what a next conversation could cover.
It won’t turn every “not now” into a meeting. The aim is to make your follow-up worth a second look.
Get the six-slide promptYou’ll get a reusable prompt for a six-slide deck. Fill out the short form to get the prompt.
THE CRM SHOP / PROMPT 001Your company.
Six slides. Check the facts. Make it yours.
Your company.
Their priorities.
A useful next step.
Six slides. Check the facts. Make it yours.The weekly field notes
A practical AI idea for your workweek.
One practical AI workflow each week. See how it works, what needed fixing, and try it yourself.
The task
What needed doing and why.
The approach
The prompt, tools, or steps.
The outcome
What helped, what didn’t, and what needed changing.
Your turn
A starting point you can adapt.
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About The CRM Shop
Practical help for the work behind your results.
Find ways to fit AI into the work you already do: finding opportunities, preparing for conversations, and keeping your business moving.
The CRM Shop is a growing collection of free resources for B2B sales, marketing, and enablement. You’ll find practical experiments and a place to compare notes as the community develops.
Expect a clear distinction between tested results and ideas still being explored, with the context you need to judge whether a workflow fits your business.
Build with us
Got a workflow worth comparing notes on?
Your useful prompts, practical processes, and lessons learned the slightly harder way can help someone else do their work better. This is a place to build that collection together.
Contributor submissions are planned for a later release, with credit for the people behind each resource. Conversations with sales and marketing leaders are on the longer-term list, too.