AI in sales and account management · Berlin

More customers with the same team.

Whoever sells or looks after customers at your company gets, in one day, an AI assistant that knows your customers and pre-writes follow-ups and quotes. It runs in Copilot, ChatGPT or Claude.

Only what you approve goes out. We work under a DPA and NDA.

AI setup day for sales, on site: fixed price €2,500 net.

Or try it by email first
Alexander Schmitt

Five moments in the customer day

Machine builder with field sales or agency with long-standing clients: in customer contact hardly anyone uses AI, because it is unclear what has to stay confidential.

  1. 01

    Prep before the customer call

    Ten minutes before the meeting, one page is ready: history, open points, last order and what the customer said last time.

  2. 02

    Follow-up the same day

    From notes or a transcript comes the follow-up email in your own tone. Whoever had the meeting reads it and sends it before the next one starts.

  3. 03

    Quote from your templates

    The assistant writes the quote text from your templates and finds similar past quotes. Line items and prices still come from your ERP or your calculation.

  4. 04

    Reactivation

    Customers who have not placed an order in months get a personal message with a real reason.

  5. 05

    Early warning signs

    A customer cuts the budget, or their contact changes jobs. The assistant flags it before the quarterly numbers and suggests a reason to call.

No new system, no licence from me.

For reactivation and early warning signs an export from CRM or ERP is enough, a customer table works too.

Your customers' data stays with you.

DPA and NDA come first.

Both are signed before we work with real data.

Names never leave your computer.

That is why I built Deckname. It replaces names in text, Word, PowerPoint and PDF files with placeholders before anything goes into an AI. The code is on GitHub, so your IT team can check it for themselves.

See Deckname

What we build belongs to you.

I take no commissions from tool vendors.

Try it by email first

Describe in two or three sentences where things get stuck, no names needed. My assistant drafts the answer, I rework it, usually the same day. Underneath you see what I changed in the draft.

No newsletter, no follow-up sequence.

Where we start

You start small and decide again after every step.

  1. 01

    30-minute call

    €0

    Tell me where it's stuck. I'll tell you whether I can help. If your IT or works council wants a say, bring both along.

  2. 02

    AI setup day for sales

    €2,500 net

    One day on site with up to 8 people from sales and account management, in larger organisations one team first. We set up the knowledge base on your customers. By the evening everyone has taken a case of their own through to a ready-to-send email.

  3. 03

    First process live

    from €6,500 net

    Three to four weeks. Afterwards one workflow runs on AI for good, such as the quote draft for every enquiry or the early-warning radar. Start within 60 days and the setup day counts toward it.

Who you'll be talking to

Let's talk

Thirty minutes on video, free. Afterwards you know whether a setup day makes sense for you and which cases we would take there.

You talk to me directly.

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