Library
AI Workflow Playbook: Sales Edition
Kit files are in English.
Prepare outreach, discovery calls and proposals with practical AI tools.
Yearly: every kit included. Monthly: one new kit per billing cycle.
View full-size sample ↗Access, downloads and refund policy
Yearly: every available kit and bundle, unlimited downloads.
Monthly: one new standalone kit per billing cycle, no bundles. Re-downloads are free and do not use a new claim.
Monthly subscriptions started before February 28, 2026 keep all-access, including bundles and unlimited downloads.
Monthly access currently allows three downloads per kit. Need another? Contact joozio@hey.com.
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How it works
Interactive AI toolkit for sales professionals. 6 built-in tools for outreach, objection handling, discovery prep, proposals, and pipeline analysis. Paste your data, close more deals.
81% of sales teams have AI tools but only 19% use them effectively. This closes the gap.
Latest update: 2026-09-09
September 9, 2026: Tool references updated to the current model lineup and to Google's Gemini plan rename.
What you get
Package includes
- •START-HERE.html: interactive toolkit with 6 built-in tools (open in browser)
- •Level 1: Interactive tools that combine your data with optimized prompts
- •Level 2: Step-by-step AI workspace setup (Claude Projects, Custom GPTs, Gems)
- •Level 3: Zapier automation recipes with walkthrough instructions
- •5-day implementation plan from first outreach to full pipeline automation
- •Built-in ROI calculator and security quick-reference
- •Works offline: no internet required after download
FAQ
Do I need any technical skills?
No. You open one HTML file in your browser. Paste your prospect info, CRM notes, or deal data into form fields. Click a button. Paste the result into ChatGPT, Claude, or Gemini. That is the entire workflow.
How is this different from a prompt template pack?
Templates make you do the prompt engineering. This toolkit does it for you. You paste your real data (prospect research, objections, pipeline), click Build & Copy, and get a complete prompt with your data already woven in.
Will this work with my CRM?
Yes. The toolkit is CRM-agnostic. You copy data from Salesforce, HubSpot, Pipedrive, or any CRM and paste it in. Level 3 automation recipes show you how to connect via Zapier.
Is my prospect data safe?
The toolkit runs 100% in your browser. No data is sent anywhere. The security quick-reference covers what to anonymize before pasting into external AI tools.