Prototype Build

AI Sales Copilot for B2B Workflows

Built a sales-focused AI assistant that combines CRM context, retrieval, and generation to support outreach, follow-ups, and lead activity tracking.

Year2025

Impact

Reduced manual sales writing effort while making outreach more context-aware and personalized through grounded company and CRM retrieval.

Problem

B2B sales workflows often involve repetitive communication tasks that still need personalization and awareness of prior lead history.

Approach

I combined CRM ingestion, embeddings, retrieval, and generation so the assistant could draft outreach and summarize lead context instead of producing generic email copy.

Outcome

The prototype demonstrated how retrieval-grounded AI can streamline outreach preparation while keeping sales messaging tied to real company and lead data.