AI in Sales, Part 2: How to Automate and Scale Your Daily Workflow

In Part 2 of our AI in Sales series, Jake Dunlap breaks down how top sellers are moving from basic AI assistance to fully automated workflows that run before, during, and after their workday. This episode shows how modern reps are scaling their daily workflow using automation that handles research, meeting prep, intent analysis, follow-ups, and CRM updates—freeing them to focus on higher-value conversations.

Jake also explores what AI-enabled leadership looks like today, and how managers can use automation to surface coaching opportunities, review call quality, and improve overall team performance without hours of manual analysis.

What you’ll learn:
• How AI can complete account research, intent scoring, and meeting prep automatically
• How follow-ups, summaries, and CRM activity can be fully automated
• How top sellers optimize outbound using real-time performance insights
• Practical examples of digital teammates that improve deal execution
• How modern leaders use AI to scale coaching and increase visibility

Links from the episode:
👉 JourneyAI: https://meetjourney.ai/
👉 Performance Pulse: https://www.revoptics.co/services/sales-reporting
👉 Superhuman: https://superhuman.com
👉 AI Sales Training & Certifications for GTM Teams: https://skaled.com/services/ai-sales-training/

Connect with Us:
https://www.linkedin.com/in/jakedunlap/
https://www.linkedin.com/company/skaled/
https://skaled.com/