All levels
Your Focus: Everyday Use
Make AI part of your normal sales week, one task at a time.
Everyday use means AI is part of your normal week, not something you try now and then. To move up one level, pick your three most repetitive weekly tasks, time each one once, then use AI on them every time they come up. This page shows what each answer looks like, how to tell which one is yours and a 30 day plan to move up one step.
In 30 seconds
- The question: "How often do you use AI in your sales work?" Four answers, scored 0 to 3.
- Your results tip: "Pick your three most repetitive weekly tasks, time each one once, then run them through AI for a week. A short list you actually use beats trying everything."
- What moves you up is repetition, not variety: the same few tasks, with AI, every time.
- The plan: one step up in 30 days, about 30 minutes a week, then retake the assessment.
The four levels of everyday use
Each answer word for word, how it looks in a real week and what keeps people there.
Scroll sideways to see the whole table.
| Score | Your answer | What a week looks like | What usually keeps you here |
|---|---|---|---|
| 0 of 3 | "I've tried it a few times, but it isn't part of my week." | You tried AI, got something generic and went back to doing it by hand | No approved tool you're sure of, no obvious first task, or a first try that knew nothing about your work |
| 1 of 3 | "A few times a week, mostly to tidy up an email or answer a quick question." | AI shows up at the end of a task: polish a draft you already wrote, answer a one off question | AI only touches the last few minutes. The slow part still happens by hand |
| 2 of 3 | "Most days, for a couple of regular tasks like research or first drafts." | AI starts one or two tasks: the first pass of a brief or an email, most days | The same two tasks every week, and no numbers on which ones save time |
| 3 of 3 | "Every day, across research, writing, call prep and admin, and I know which tasks save me the most time." | AI is in all four kinds of work, and you've timed your top tasks with and without it | Nothing yet. The risk here is drift: tasks that stopped paying off but stayed on the list |
What changes between levels isn't prompt skill. From 0 to 1, AI enters your week. From 1 to 2, it moves from the end of a task to the start. From 2 to 3, it spreads across research, writing, call prep and admin, and you measure it.
Where you probably are
- Check your results screen. Every area shows a bar with your score, such as "1 of 3." That's your level here.
- Use the tie rule. On tied scores, Everyday use comes seventh of ten, after Fact checking, Data safety, Workspace setup, Prompt structure, Outreach writing and Account research. So if it made your three, your answer here was probably lower than most of your others. Your skills are likely ahead of your habit: you get good output when you try, but you don't try often enough for it to pay off.
- Match your profile. Each plan page describes this area at its level.
Scroll sideways to see the whole table.
| Your profile | Likely answer here | What your plan page says about it |
|---|---|---|
| Curious Starter (0 to 9) | 0 | Week 2 of that plan: one task, three times a week |
| Occasional Experimenter (10 to 17) | 1 | "AI is in your week, mostly for tidying emails and quick questions" |
| Capable Practitioner (18 to 24) | 2 | Its 2 to 3 row: "Every day, and you know which tasks save most" |
| AI Power Seller (25 to 30) | 3 | Measuring and proving impact, with this area's advanced tip |
If Everyday use is one of your three, trust the bar over the profile. Here it's often a step below.
Your move up one level
Aim for one step, not the top.
From 0 to 1: get it into your week
Target answer: "A few times a week." Set up your company approved tool with your work account; Your First Hour with AI does it in one sitting. Then use AI on one task that comes up at least three times a week, every time. Generic first tries are normal: AI knows nothing about your work until you tell it (What Is AI? explains why).
From 1 to 2: move AI to the start of the task
Target answer: "Most days, for a couple of regular tasks like research or first drafts." Tidying a finished email saves a minute; the slow part is the blank page. Pick two tasks and have AI do the first pass: the research summary, the first draft, the prep notes. You edit instead of starting from zero.
From 2 to 3: widen, then measure
Target answer: "Every day, across research, writing, call prep and admin, and I know which tasks save me the most time." Add one task in the kind of work AI doesn't touch yet, then time your top tasks with and without AI. "I know" needs numbers.
Already at 3: keep it honest
Your advanced tip: "Time your top tasks again every quarter so you know where AI still pays off and where it doesn't." Drop any task where you rewrite most of the output. Your AI Plan: AI Power Seller turns the numbers into a note for your manager.
Example: Nadia, closing rep at Ramplight (fictional rep and company from the course labs)
Nadia answered 1 here: she used AI to fix the tone of emails she'd already written. In week 1 she picked three tasks (discovery call prep notes, recap emails and Friday pipeline notes for her manager) and timed each once by hand. Recaps came up most often, so they went first: in week 2, every recap started from her call notes with AI, the same day as the call. Follow your tasks, not Nadia's.
Your 30 day plan
Your results screen gives this area one tip. This page turns it into a month, so the habit sticks. Run it alongside your other focus areas: your three tasks are where you practice them.
Pick the right three tasks
Scroll sideways to see the whole table.
| Good everyday task | Poor everyday task |
|---|---|
| Comes up at least three times a week | Comes up once a month or less |
| Mostly reading or writing | Mostly judgment or relationship, like calming an upset customer |
| Easy to check: you can see if the output is right | Hard to check, so a wrong fact could slip through |
| Uses data your approved tool is allowed to see | Needs red data, such as passwords or personal records |
The first three rows are the AI fit test from the course's Session 1 task audit: repeatable, text heavy and easy to check.
Scroll sideways to see the whole table.
| Week | Focus | What to do | Done when | Time |
|---|---|---|---|---|
| 1 | Pick and time | List the tasks you repeated last week. Pick three that pass the test above. Time each one once, by hand, and write the minutes down | Three tasks, each with a "before" time | About 30 minutes |
| 2 | Every time | Use AI on task 1 every time it comes up. Keep a tally: times it came up, times you used AI. Save the prompt that worked as a prompt template | Your tally says "every time," and the prompt is saved | A few minutes per task, plus 10 on Friday |
| 3 | Add and anchor | Add tasks 2 and 3. Tie each to a moment that already happens, such as "right after every discovery call" or "Friday at 3." Keep the tally | All three tasks have a moment and a saved prompt | A few minutes per task, plus 10 on Friday |
| 4 | Retime and decide | Time each task again, with AI. Keep it, fix the prompt or drop it. Retake the assessment | Before and after times for all three, and a keep list | About 30 minutes |
Prompts for everyday use
Run these in your company approved AI tool. Each matches a plan week or a step up.
Prompt
Week 1: find your three tasks
Below is a list of tasks I did last week as a {prospecting or closing rep}, with rough minutes for each and how often each one came up. Help me choose three to use AI on every time they come up.
1. Tag each task with the skill it needs: research, writing, summarizing, data cleanup, practice or analysis.
2. Rate AI fit from 1 to 5. High fit means it repeats, it's mostly reading or writing, and I can easily check the output.
3. Flag any task that would need customer or deal details, so I know to use my company approved workspace.
4. Recommend three tasks, starting with the one that comes up most often, and say which part of each one AI should do first.
Use only my list. Don't estimate time savings.
<last_week>
{paste your task list}
</last_week>Prompt
From 1 to 2: move AI to the start of the task
Here's a task I do {how often}: {task}. Right now I only use AI at the end, to {for example, "fix the tone of the finished email"}. Here's how I do the task today, step by step: {your steps}.
Tell me which step likely takes the longest and how AI could do a first pass of it, using inputs I already have, such as {my call notes, the account's website, my last email to them}. Then write a short prompt for that first pass, with {placeholders} for the parts that change each time. Ask me up to 3 questions first if you need them.Prompt
Weeks 2 and 3: the Friday tally review
Here's my AI tally for this week. For each task: how many times it came up, how many times I used AI, minutes with AI, and whether I kept the output with light edits or rewrote most of it.
1. Where did I skip AI, and what's the most likely reason: no time to open it, the prompt wasn't handy, or the output wasn't useful?
2. For each reason, suggest one fix I can make before Monday.
3. Tell me which task is closest to "every time" and which one I should fix or drop.
Use only my numbers.
<tally>
{paste your tally}
</tally>Prompt
From 2 to 3: find the work AI isn't touching
I use AI most days for {task 1} and {task 2}. Here are the other tasks in my week: {list}. Sort all my tasks into four groups: research, writing, call prep and admin. Tell me which group has no AI use yet. In that group, pick the task with the best AI fit: it repeats, it's mostly reading or writing, and I can check the output. Then suggest a first prompt for it.Prompt
Week 4, and every quarter at 3: retime and decide
Here are my before and after times for my top tasks: {task, minutes by hand, minutes with AI, times per week, how much I edit the output}. For each task, show the weekly minutes saved, using only my numbers. Then sort the tasks into keep, fix the prompt or drop. A task goes in "drop" if AI isn't saving time or I rewrite most of its output. Don't round up or estimate.Try it now
Your first 15 minutes
- Open your company approved AI tool. Not sure which it is? Ask your manager, and use a task with only public information until you know.
- Pick the task you did most often this week.
- Run this starter prompt: "Here's a task I do every week: [task]. Ask me 5 questions about how I do it today, then suggest how AI could take over the slowest part." Answer all five questions.
- Put the slowest part in your calendar for the next day that task comes up. That's where AI goes first.
Your everyday use checklist
0 of 9 done
Ticks are saved in this browser only.
Key idea
Everyday use isn't about using AI more. It's about using it on the same few tasks, every time they come up.
Related focus areas
Where a page isn't live yet, the guide next to it covers the same ground.
- Workspace setup: if your three tasks keep coming back generic, AI needs your product, buyers and voice. Guide: How to Build a Seller Context File.
- Prompt structure: the prompts you save in weeks 2 and 3 improve with five parts: goal, context, inputs, rules and format. Guide: AI Prompts for Sales.
- Automation: a task that runs the same way every time can move from a saved prompt to a scheduled routine. Guide: AI Sales Automation.
Retake the assessment
Retake it at day 30. Answer from your tally, not your plan: pick what you actually did in a normal week. One step up here adds one point to your total.
Free assessment
What's next
Everything on this page is free, and so is the guide from your results: AI for Sales: A Practical Guide. For all ten areas, the AI for Sales Certification starts with a task audit in Session 1 (15 to 25 tasks, with baseline times for your top three) and retimes those three in Session 9. Lead a team? See team options.
Frequently asked questions
How often should a sales rep use AI?
A sales rep should use AI every time one of their regular tasks comes up, not a set number of times a day. The assessment's top answer is daily use across research, writing, call prep and admin, plus knowing which tasks save the most time.
Why three tasks and not ten?
Three tasks build the habit faster, because habits form on repeats. Three tasks that each come up three times a week give you about 36 repeats a month; ten tasks tried once give you ten first drafts.
Can I use AI every day in a free personal account?
Not for customer work: call notes, deal details and customer names belong only in your company approved workspace. Free vs Paid AI Tools explains why the account type matters.
Why is Everyday use a focus area when I already know how to prompt?
It's a focus area because the assessment picks your lowest scoring areas, and your answer here was likely lower than most of your others. Knowing how isn't the same as doing it every week, and this area measures the doing.
Not sure which reading order fits you? Find your path.
AI for Sales Certification
Pick your three tasks today
10 self paced sessions, an optional weekly live class and a graded capstone, all practiced on your own accounts. Membership is $50 a month. Add the $250 certification when you're ready.
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