AI sales assistant
Most “AI sales assistants” can write an email. The hard part is staying consistent across a deal: what was promised, what objections came up, what the next step is, and when to follow up. Rex Squad is building AI employees that share that context so sales work stays tight (and you stop retyping the same update 50 times).
What a sales assistant should handle
- • Draft follow-up emails that match the deal stage + last touchpoint
- • Turn call notes into clean next steps (owner + due date)
- • Summarize long threads so you can respond fast
- • Keep an “open loops” list (who needs a nudge, and why)
Start here
If you do one thing, make follow-ups boringly consistent.
A good delegation prompt (copy/paste)
Use this for any deal follow-up:
Write a sales follow-up email. Context: - Company: <their company> - Contact: <name + role> - Deal stage: <e.g. discovery / demo / proposal> - Last touchpoint: <date + what happened> - Key objections / concerns: <bullets> - Next step we want: <e.g. book demo / send security doc / sign> Output: - 1 short email (friendly, confident, not pushy) - 3 subject lines - Next steps recap (bullets) - Follow-up plan: when to follow up again + 1 sentence to use Constraints: - Keep it under ~140 words unless there’s a good reason - Ask 1 clarifying question if anything critical is missing
Want this to run with shared context?
Rex Squad is building a shared-memory sales workflow: notes → follow-up → reminders, tied to real deal context.