Community Challenge: AI in Action Challenge

One of my favorite AI actions is to create playbooks. I’m currently sketching out implementing a MEDDICC playbook within new hire onboarding. Here’s a recent prompt I gave to Gemini:

tell me how a sales manager could use meddicc in a pipeline review, next week, in a very light touch high impact way

What I like about this prompt is that it emphasizes feasibility and impact. 

And low and behold, after some further prompting, I wound up with a rather useful MEDDICC coaching playbook. Look forward to pressure testing this with some sales leaders in the upcoming weeks!

My go-to AI prompt is for generating search optimized Keywords/Exact Matches/Keyword Matches from a document by combining the document’s actual content with what a client would realistically type into a search bar.

Prompt:

Review this document and generate a list of keywords, phrases, and search-friendly language based on both the content itself and the kinds of words or questions a client would typically use when trying to find this information. Include synonyms, plain-English alternatives, industry terminology, and likely client search phrases. Group the results by theme and prioritize the terms most likely to improve search relevance in our portal.

**If I’m using the ‘Keyword Matches’ field - this field is limited to 4 words, so I ensure to include this rule into my prompt if that is the field I’m using**

What I Use It For + What Tool I Use:

I use my firm’s internal AI system where I’ve built out my agents and built institutional knowledge so that it can analyze document content and help generate structured language outputs. This is key when I want to make sure our content is tagged and described in a way that reflects both internal terminology and client behavior.

Output It Produces + How We Use It:

It produces a refined list of:

• Keywords pulled from the document
• Client Friendly search phrases
• Synonyms and related phrases
• Plain language alternatives
• Grouped themes or categories for indexing/tagging

As we received feedback that the search functionality can get a bit overwhelming due to the volume and content we work with in our tenant, my team and I use the output provided by AI to improve how content is labeled, tagged, and surfaced in our portal. It helps us align document metadata more closely to what clients are actually looking for, which drives more efficient and intuitive searches, improves discoverability and reduces the time spent trying different search terms to find the right content. 

Challenge 1

We built a Claude plugin that contains all of our brand assets and standards (voice, style, visual identity), so anything the team produces — content, comms, training materials — comes out consistent with our brand identity by default. It took a few weeks to build and roll out company-wide, but it's paid off: no more manual brand-compliance checks on every deliverable.

Challenge 1- 

One of our biggest AI wins has been using AI to accelerate content creation and improve how sellers find and use content.

We're using AI to draft first versions of product pages, sales playbooks, launch communications, training materials, and Digital Sales Room content. Instead of starting from a blank page, our team can focus on refining messaging, ensuring accuracy, and tailoring content for specific audiences.

Time to value: Just a few days. Once we established a few reusable prompts and workflows, AI became part of our everyday content creation process.

Biggest surprise: The time savings were obvious, but the biggest benefit has been consistency. AI helps us create more standardized content while freeing up time for higher-value work like strategy, stakeholder reviews, and improving the seller experience.

Challenge 2- 

One prompt I use often is for building or refreshing product pages and Digital Sales Room content.

Prompt:

"Act as a sales enablement manager. Using the information below, create a customer-focused product page for sellers. Include a concise value proposition, key differentiators, ideal customer profile, discovery questions, business challenges solved, customer outcomes, objection-handling tips, and recommended supporting assets. Keep the language easy to scan and sales-ready."

Output: A strong first draft that can be quickly reviewed by product marketing before being published in Seismic or added to a Digital Sales Room.

Before AI: Building a new product page or customer-facing content often meant pulling information from multiple documents and spending several hours organizing and rewriting everything.

After AI: AI creates a structured first draft in minutes, allowing us to spend our time validating messaging, collaborating with stakeholders, and delivering polished content much faster.

Challenge 2

My most-used AI prompt:

“Smart Brevity this copy for a very busy sales force.”

Smart Brevity is a communication framework developed by the founders of Axios. The goal is simple: lead with what matters, make it easy to scan, and clarify what the reader needs to do.

I use this AI prompt for playbook copy, seller announcements, emails, lesson copy, and Seismic communications.

Before AI: Too much time spent cutting repetition and reorganizing copy.

After AI: A clear, concise first draft in minutes, giving me more time to focus on accuracy, relevance, and the seller experience.

My biggest takeaway: shorter isn’t always clearer. AI works best when it knows the audience, why the message matters, and what they should do next.