What you sell, who you sell to, and why you're different.
Product/service, price point, and who it's for.
Title, company size, industry, geography.
Key differentiators, results, case studies, social proof.
Links to your website, landing pages, pitch decks, or docs you want the AI to learn from.
How the AI should handle common pushback. Fill in what applies.
01"Not interested" / "No thanks"
Should the AI try once more or respect and close?
02"What's the cost?" / "Send me pricing"
Share pricing, deflect to a call, or give a range?
+Any other common objections?
E.g., "we already have a solution," "not the decision-maker," etc.
Tone, CTA, follow-up rules, and guardrails.
What should the AI push prospects toward?
Guaranteed results, specific ROI, unauthorized discounts, off-limits topics, etc.
Sample conversations, edge cases, preferences.