
- Genial
- AI Resources
- AI for sales, outbound and CRM
Library
AI for sales, outbound and CRM: video tutorials and webinars
Find leads, run outbound, keep a CRM current and follow up with customers using AI.
Video guides
Templates in this topic
AI-native CRM prompt pack
The prompts and answers from the webinar for building a local CRM with Codex or Claude Code and keeping it synced with a daily skill.
Claude Code CRM prompt kit
The prompts from the video plus a fill-in sheet to answer Claude Code's CRM questions with your own sales process.
Competitor intelligence prompt kit
The prompts from the webinar for market research, competitor research and LinkedIn tracking with Claude Code and Apify, plus the three privacy levels.
AI outbound pipeline prompts
The requests I gave Claude at each step of the webinar's outbound pipeline, from cleaning the lead list to researching hooks and preparing LinkedIn outreach.
LinkedIn AI prompts and lead machine recipe
The prompts from the webinar, plus the two-tool Apify and Claude Code lead machine with costs and risk notes.
AI customer success prompt pack
The prompts I type or say during the webinar for onboarding, reports, dashboards, a Notion client portal and email analysis.
AI for sales prompt pack
The prompts and settings from the AI for Sales webinar, grouped by funnel stage, ready to copy.
Want this set up for your team?Implementation: AI systems built into your workflows







