Your AI Plan: Occasional Experimenter

You scored between 10 and 17, which makes you an Occasional Experimenter. Your AI results swing because most of your work starts from a blank chat. You don't need more tools. You need three habits that stop each chat from starting at zero.

What Occasional Experimenter means (and what it doesn't)

Strengths people at this level usually have

• Real reps with AI. You already know which tasks it helps with and which it doesn't.
• An iteration habit. You don't accept the first draft, and specific feedback is half of good prompting.
• A saved prompt or two. If you keep prompts in a doc, you've already taken the first step toward a prompt template.

Your three biggest opportunities

Your results screen picked your three lowest areas. When scores tie, the order is Fact checking, Data safety, Workspace setup, then Prompt structure, so your three may differ slightly from the ones below. If Data safety is one of them, do it first. Below are the three your profile description names: the tip from your results screen, then what it means at your level.

1. Save your context (Workspace setup)

   "Write a one page seller context file: what you sell, your ideal customer, key personas, your voice and your rules. Save it in a Project so every chat starts with it." At your level: you've already typed most of this across old chats. Gather those pieces instead of starting blank. How to Build a Seller Context File has the template.

2. Structure your go to prompt (Prompt structure)

   "Rebuild your most used prompt in five parts: goal, context, inputs, rules and format. Test it on two real accounts and save the version that wins." At your level: list the edits you make every time ("shorter," "less formal," "bullets"). Each one belongs in the rules or format part. Prompting 101 explains all five.

3. Check by stakes (Fact checking)

   "Open every source before a fact reaches a buyer. A link in the output is not proof until you click it, and pricing, security or ROI claims also need approval from the right owner." At your level: checking only what seems surprising misses the dangerous kind of hallucination: one that sounds normal, like a wrong job title.

How AI Assistants Actually Work explains why AI writes guesses and facts in the same confident tone.

Your 30 day plan

Your results email sends one focus area each Monday for three weeks, then a final week to put it together. Here's how to use them at your level. If your focus areas came in a different order, swap the rows.

Prompts to start with

These work on material you already have. Run them in your company approved tool.

Below are pieces of background I've pasted into AI chats over the last few weeks: product notes, bits about my buyers, emails I liked. Organize them into a one page seller context file with six headings: About me, What we sell, Ideal customer profile, Personas, My voice and Rules. Keep my wording. Don't invent anything. At the end, list the 5 most important gaps you'd need me to fill.

<my_pieces>
{paste the pieces}
</my_pieces>

Here's a prompt I use a few times a week, and a recent output from it that I had to fix. Rewrite the prompt with five labeled parts: goal, context, inputs, rules and format. Turn every fix I made into a rule or a format instruction so I don't have to make it again. Before you rewrite, ask me up to 5 questions about anything you need.

<my_prompt>
{paste the prompt}
</my_prompt>
<output_i_fixed>
{paste the output and what you changed}
</output_i_fixed>

Here's a draft I plan to send to {name}, {title} at {company}. List every factual claim in it. Label each one low, medium or high stakes: medium for any fact about the prospect, high for pricing, security, contract or ROI claims. For each medium or high claim, tell me where I could check it. Then tell me which claim you are least sure about, and why.

<draft>
{paste the draft}
</draft>

Here's a prompt I ran and the output I got. The output missed. Tell me which of these caused it: (a) you lacked context about my product, buyer or voice, (b) my instructions didn't say what I wanted or how to format it, or (c) you filled a gap with a guess. Point to the exact lines that show it. Then tell me the one thing to add to my context file or my prompt so this miss doesn't come back.

How to use your personal focus areas

Your results showed three focus areas, weakest first. Work on them in that order, one per week, and leave the other seven for now. Each focus area will get its own page; until then, the free guide next to it covers the same ground.

• Fact checking · guide: How AI Assistants Actually Work · How to Use AI for Account Research
• Data safety · guide: AI Policy for Sales Teams
• Workspace setup · guide: How to Build a Seller Context File
• Prompt structure · guide: Prompting 101 · AI Prompts for Sales
• Outreach writing · guide: Cold Emails with AI
• Account research · guide: How to Use AI for Account Research
• Everyday use · guide: AI for Sales: A Practical Guide · goal: Get your mornings back
• Call prep and practice · guide: AI Sales Roleplay · goal: Stop freezing on objections
• Post call admin · guide: AI for Sales Call Notes
• Automation · guide: AI Sales Automation

Retake the assessment

Retake it at day 30, answering for your normal week. Capable Practitioner starts at a score of 18. Each answer you move up one step adds a point.

What's next

You don't need to buy anything to make progress this month. If you want all ten areas with live practice, the certification fits this level.

Know your role? AI for Prospecting Reps and AI for Closing Reps show where these habits fit in a real selling week. Find your path gives you the full reading order.

Lead a team? If you took this as a manager, see team options or estimate the time your team could get back.

Frequently asked questions