AI for Sales Reps

If you spend your day in an AI client, you can prospect from it. Connect the Sync GTM MCP server once and your client can look people up, enrich accounts, pull post engagement and draft outreach — in the same conversation where you are already working.

No table to build, no columns to configure. You describe the step, the client calls the tool, you check the output, you move on.

About this course

Eight lessons in three blocks: connect (one-time setup), the four workflows that cover most of a rep’s week, and prompting discipline so a session does not quietly cost 300 credits.

Every lesson names its tool chain and its credit cost per run, because in an MCP client you are spending in real time rather than pressing a button on a configured column. The habit this course builds is stating volumes out loud.

Who it is for. Reps and founders who already live in Claude, ChatGPT or Cursor. No table experience needed — this is the course for people who would rather not build one.

What it costs. Around 40 credits for the full course. Figures per lesson are estimates at the stated volume; actual cost moves with hit rate, since waterfall tools only bill when a provider returns a result.

Skills you will gain

• Connect Sync GTM to your client and confirm it works
• Recognize the handful of tools that cover most of a rep's day
• Phrase a request so the client picks the cheap tool over its expensive twin
• Build a contactable list from a post, a job ad or a company page
• Prep for a meeting in a single conversation
• Backfill full profiles from nothing but a list of email addresses
• Draft outreach that uses what you just pulled rather than a template
• Keep a session predictable by stating volumes and checking balance first

In this course

Connect

• 01Connect Sync GTM to your AI clientA working connection, verified with a free callcheck_credits · free7 min

The four workflows

One lesson per thing you actually do. Each is a complete conversation you can copy.

• 02Your first contact cardOne person, fully profiled, with a verified addresslinkedin_profile_enrich → find_work_email → verify_email · ~2.3 credits per contact8 min
• 03A company brief under five creditsStack, traffic, hiring and profile in one answer, before a callenrich_linkedin_page → find_company_techstack → find_company_website_traffic → company_job_listings · ~2.8 credits per company9 min
• 04Backfill profiles from an email listA bare address list turned into full contact recordsverify_email → find_linkedin_from_work_email → linkedin_profile_enrich → enrich_person · ~3.3–4.3 credits per contact9 min
• 05A warm list from post engagementPeople who engaged with a relevant post, made contactablelinkedin_post_commenters + linkedin_post_engagers → linkedin_profile_enrich → find_work_email · ~70–80 credits per 40 people10 min
• 06The buying committee from a job postA hiring company turned into named, contactable buyerssearch_linkedin_job_openings → enrich_linkedin_page → find_people_within_company → find_work_email · ~34 credits per 10 companies11 min

Prompting discipline

• 07Prompting that does not waste creditsPhrasing patterns that keep a session predictablecheck_credits · free8 min
• 08Draft outreach in the conversationA message built from what you pulled, not from a templateNo new calls — uses what you pulled8 min

What you will have built

Not a table — a working setup and a set of conversations you reuse:

• A connected client, verified, with your key stored where it belongs
• Four saved prompts covering contact lookup, company brief, warm list and buying committee
• A credit habit — check balance, state volume, prefer the cheap tool
• A drafting pattern that turns a pulled fact into an opening line in the same thread

If you later want the same outcomes as scheduled, repeatable tables, Automated Outbound builds them.

Before you start

• A Sync GTM account and an MCP-capable client: Claude, ChatGPT, Cursor, Codex, Gemini and others are covered in MCP server setup.
• Nothing else. No table, no CRM, no list.
• Five minutes for lesson 01 — the setup is once per client and everything after it is conversation.

Check your balance first

Every tool except check_credits costs credits, and an AI client will happily run a 40-call loop if you ask it to “enrich everyone.” Start expensive sessions by asking your client to check the balance, and state volumes explicitly — “the first 20” rather than “all of them.”

Lesson 07 covers the phrasing patterns that keep a session predictable, and AI for RevOps covers enforcing budgets across a team.

Reference behind this course

• MCP server setup — one page per client
• Tools — every tool with its inputs and credit cost
• What you can do — capability list, if you want the map before the tutorials
• GTM agents  — installable skill files for these workflows

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