Sales
Quotes, meeting preparation, follow-ups, reports: where AI saves time in sales and where scoring people becomes unlawful.
What works well
| Task | Value | Check |
|---|---|---|
| Drafting quotation text | very high | prices against the system |
| Preparing a meeting | very high | sources per statement |
| Visit report from notes | high | check commitments |
| Drafting a follow-up | high | release before dispatch |
| Analysing feedback | high | pseudonymise |
| Estimating close probability | medium | company level only |
Introduction
- 01
Start with quotation text
Frequent, checkable, no legal consequence as long as prices come from the system.
- 02
Templates rather than free prompts
One reviewed template per type of quotation, versioned and owned.
- 03
Connect the CRM, do not copy it
History and activity come from the system. What the model invents around it is the most common error.
- 04
Set metrics in advance
Time per quotation and share of drafts sent unchanged. Collect both before.
- Check marketing objections before every dispatch, technically rather than by attention.
- No scoring of individual contacts, only of the matter or the company.
- Visit reports contain third-party statements; quote only what was actually said.
Where the legal line runs
| Task | Classification |
|---|---|
| Sorting companies by fit | Art. 6(1)(f), unproblematic |
| Prioritising enquiries | Lawful where the company rather than the person is scored |
| Scoring contacts by propensity to buy | Profiling; balancing test and information required |
| Automatic rejection of an enquiry | Possible automated individual decision under Art. 22 |
| Scoring your own staff by close rate | Performance monitoring, engages co-determination |
The last row is the most often overlooked: a sales report showing metrics per person is performance monitoring, regardless of how it was meant.
Evidence
- Per quotation: template used with version, model version, reviewing person.
- Per automatically dispatched letter: occasion, recipient selection, objection check.
- Per analysis: period, aggregation level, exclusion of person-level scoring.
Choosing a task in sales
FREE ACCOUNT
Selection sheet and templates: sales
A sheet that picks the first task out of the ones sales actually has, with two tested templates and the review steps for them.
Worksheet3 items