How to use AI for sales (free tools only)

As a founder and SEO consultant, I've learned that effective sales calls are crucial for business growth. To maximize every conversation, I use AI tools to capture details, generate follow-ups, and improve my approach.

The best part? This entire sales workflow uses mostly free tools:

This AI sales workflow is perfect for:

• Solo entrepreneurs and freelancers
• Small businesses watching their budget
• Teams exploring AI-enhanced sales
• Anyone wanting to test before investing in premium tools

Let's dive into how it works:

1. Recording the Call

The first step is capturing the conversation. I use two primary tools for this:

Google Meet

For most of my sales calls, I use Google Meet. It's reliable, easy to use, and integrates well with my other tools. Key features include:

• Recording: I can easily record calls with a single click.
• Transcription: Google Meet automatically transcribes the conversation in with Gemini if you enable it (see screenshot above)
• Screen Sharing: Essential for presenting proposals or demonstrating my work.
• Calendar Integration: Integrates with Google Calendar, making scheduling a breeze.

After a call, I can easily download the transcript from Google Meet, that they send to my email. Including the full video, a transcript, and a summary.

Cal.com

I use Cal.com as my primary scheduling tool. It's a fantastic open-source alternative to Calendly and integrates seamlessly with Google Meet. Here's why I love it:

• Automated Scheduling: Clients can book calls directly through my Cal.com link, eliminating the back-and-forth of email scheduling.
• Google Meet Integration: When a client books a call, Cal.com automatically creates a Google Meet link and adds it to the calendar event.
• Customization: I can set my availability, create different event types, and customize the booking form to gather necessary information.
• Reminders: Cal.com automatically sends reminders to both me and the client, reducing no-shows.

In Cal, you can download the recording, you'll receive an email with the video you can download.

If you enabled Cal AI, you will also receive a transcript file.

Descript

While Google Meet or Cal.com provide a basic transcript, Descript takes it to the next level. Here's why I use it:

• Higher Accuracy: Descript's AI-powered transcription tends to be more accurate than Google Meet's, especially with technical terms or accents.
• Speaker Identification: Descript automatically identifies different speakers, making it easy to follow the flow of the conversation.
• Editing Capabilities: I can edit the transcript like a text document, correcting any errors and removing filler words. This creates a clean, professional record of the call.
• Overdub: Generate realistic voice cloning to fix any errors in the audio.

For calls scheduled through Cal.com (on the free plan), I upload the recording to Descript for transcription. This process is usually very quick, taking only a few minutes for an hour-long call.

Descript: AI-Powered Audio/Video Editing

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Descript is an all-in-one audio and video editor that makes editing as easy as working with a doc. Record, transcribe, edit, and mix with AI.

Pros:

• ✅ Easy audio/video editing
• ✅ Highly accurate transcription
• ✅ AI voice cloning with Overdub
• ✅ Screen recording
• ✅ Remote recording

Try Descript

We earn a commission if you make a purchase, at no additional cost to you.

2. AI sales call summary with Google AI Studio (Gemini)

Once I have the transcript, whether from Google Meet or Descript, I feed it into Google AI Studio. This powerful tool, powered by Google's latest AI model Gemini, is exceptional at generating concise summaries.

Here's how I use it:

1. Copy and paste the transcript into Google AI Studio.
2. Prompt: "Please summarize this sales call transcript, highlighting key discussion points, client needs, and agreed-upon next steps."
3. Review and refine the AI-generated summary.

Google AI Studio usually produces a high-quality summary that captures the essence of the conversation. I may make minor edits for clarity, but the heavy lifting is done by AI.

3. Using AI to write sales offers and emails

After getting a good summary of the call, I use AI to help create follow-up materials like proposals and emails. Here's my process:

I feed the call summary into Google AI Studio with a prompt like:

"Based on this sales call summary, write a simple offer using what I said and what the client wants. Keep it concise, no adjectives, offer pricing, set clear goals and targets."

The AI helps structure the proposal with:

• Specific pricing I mentioned to this client
• Clear goals and targets we discussed
• Next steps to get started
• Any nuances and details from the call

I often used to forget details from the call, and I had to write a proposal from scratch. Now I just feed the AI the call summary and it creates a proposal in seconds with EXACTLY what I said.

I then review and personalize the AI-generated email before sending it to ensure it maintains the right tone and includes any specific details or nuances from our conversation.

4. Self-Analysis and Improvement

This is perhaps the most valuable part of the process. I use the transcript and summary to analyze my own performance and identify areas for improvement.

Prompt for Self-Analysis:

"Analyze this sales call transcript. Identify 3 things I did well and 3 areas where I could improve my communication or sales approach. Provide specific examples from the transcript."

Here's an example of a conversation:

This process allows me to:

• Identify blind spots: Uncover weaknesses I might not be aware of
• Reinforce good habits: Recognize and repeat what worked well
• Develop new strategies: Experiment with different approaches based on AI feedback

Why This Workflow Works

This AI-powered sales workflow is a game-changer, especially if you:

1. Have ADHD or Memory Challenges: Never lose important details again - every conversation is captured and organized for easy reference.
2. Handle Multiple Sales Calls: Stop mixing up client conversations or forgetting key points. Each call is documented and searchable.
3. Want to Improve Your Sales Skills: Get AI feedback on your performance, identify patterns, and refine your approach with every call.
4. Need Client-Specific Details: Easily retrieve exact quotes, requirements, and context from past conversations to create personalized offers.
5. Work with a Team: Share comprehensive call summaries with team members, ensuring smooth handoffs and collaborative deal management.
6. Care About Conversion Rates: Track what works, analyze successful calls, and replicate winning strategies to close more deals.
7. Create Custom Briefs: Use call transcripts as prompts for AI to generate targeted briefs, proposals, and follow-up materials that perfectly match client needs.

Conclusion

Using AI to enhance your sales calls isn't just about working smarter—it's about creating a reliable system that captures every important detail, helps you learn and improve, and ultimately closes more

deals. Whether you're managing ADHD, juggling multiple clients, or working with a team, this workflow ensures nothing falls through the cracks.

By implementing this AI-powered approach, you'll have a searchable database of every client interaction, personalized feedback on your performance, and the ability to generate targeted materials that perfectly match your clients' needs.

Start using these tools today, and watch your sales process transform from chaotic to controlled, from forgetful to focused, and from uncertain to data-driven.

Descript: Get Started Today

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Transform your sales calls with Descript. Sign up now and experience the power of AI-driven transcription and editing.

Pros:

• ✅ Easy audio/video editing
• ✅ Highly accurate transcription
• ✅ AI voice cloning with Overdub
• ✅ Screen recording
• ✅ Remote recording

Try Descript

We earn a commission if you make a purchase, at no additional cost to you.