Hire an AI sales conversation planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Every true argument you have, a lead argument and backup for each buyer type, and a first question for each
• A ten-second opener of about ten words, with two spares and a short plan to test them
• An answer sheet for every doubt, with a yes-question, an honest agreement and proof, and a list of doubts with no proof yet
• Closing questions that offer two ways to say yes, the order to ask them in and the buying signals to listen for

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You sell face to face or on calls and want the conversation planned before you walk in.

• Step 1: lead arguments. Every true argument, a lead and backup for each buyer type, and a first question to ask each.
• Step 2: opener. A ten-second opener of about ten words, two spare openers and a short plan to test them.
• Step 3: answers to doubts. Each doubt as a yes-question, with an honest agreement, proof, and doubts that still have no proof.
• Step 4: close. Closing questions with two ways to say yes, the order to ask them, and buying signals.
• Hand-back summary. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Elmer Wheeler and David Ogilvy would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Match argument to buyer. Lists every true argument you have and picks which one leads for each kind of buyer, with a first question to ask.
• Write the opener. Takes the angle library from step 1 and writes a ten-word opener as a short honest question, with two spares.
• Answer the doubts. Takes the angle library from step 1 and your own doubts and lists each one. It agrees where the buyer is right, restates it as a yes-question and brings proof.
• Plan the close. Takes your offer and the answers to doubts and turns each yes or no ask into a which or when question, with signals to listen for.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-call-plan only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-call-plan/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your product or service facts, and your offer, price and options
• The buyer types you meet (optional)
• Where you can research a buyer before a call (optional)
• The doubts buyers raise, or reviews and messages to find them in (optional)
• Proof you have, such as results, numbers and testimonials (optional)
• Where buyers stall and your current closing lines (optional)

Tools and access

• Any good chat AI: Matching arguments to buyer types is text work a strong chat AI does well.
• A spreadsheet: Track which lead works for which type.
• Any good chat AI: Short lines from a fixed pattern are easy work for any strong chat AI.
• A voice memo app: Recording yourself reveals lines you stumble on.
• Any good chat AI: Sorting and rewording doubts is text work any strong chat AI does well.
• A spreadsheet: Track how often each doubt comes up.
• Any good chat AI: Rewriting questions to a pattern is simple text work.
• A notes app or index card: Keep the sequence in view during the talk.

Functions and deliverables

• Sales conversation planner: Share product facts, buyer context and common doubts. Get a lead argument, short opener, proof-backed answers and closing questions.
  • Every true argument you have, a lead argument and backup for each buyer type, and a first question for each
  • A ten-second opener of about ten words, with two spares and a short plan to test them
  • An answer sheet for every doubt, with a yes-question, an honest agreement and proof, and a list of doubts with no proof yet
  • Closing questions that offer two ways to say yes, the order to ask them in and the buying signals to listen for
• Sales argument planner: Plan which selling argument leads for each buyer type, with a first question to ask. Give it your product facts and get a buyer-matched pitch plan.
  • Every true argument, with proof marked
  • A lead argument and backup for each buyer type
  • A first question for each type
  • A research list and an honest reason for the visit
• Ten-second opener writer: Write a ten-second opener for a sales talk, door knock or stall. Give your buyer reasons. Get a ten-word question plus two spares.
  • A ten-word lead opener
  • Two spares for other moods or settings
  • A short test plan
• Objection answer sheet writer: Turn the doubts buyers raise into an objection answer sheet. Each doubt gets a yes-question, an honest reply and proof you can show.
  • Each doubt sorted by kind
  • A yes-question, an honest agreement and a fact for each doubt
  • Proof you can show, and where it comes from
  • A list of doubts that still lack proof
• Sales closing question planner: Share your offer and where buyers stall. Get closing questions with real choices, clear terms and a calm way to accept no.
  • A list of the real choices you can offer
  • Closing questions with two honest ways to say yes, each next to the old version
  • The order to ask them in
  • Buying signals, and what to do on each
  • A line for the buyer on the fence, and a calm way to take a no
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• David Ogilvy: Write a factual ad or edit business copy using David Ogilvy’s recorded approach. Find one clear idea, give useful details and plan a test.
  • Your problem worked on the way David Ogilvy would: their questions, their method, their push-back
  • The answer or the work, in David Ogilvy's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You sell face to face or on calls and want the conversation planned before you walk in.
• Buyers listen at the start and then say "I'll think about it", and you want closing questions that move them on.
• You keep hearing the same doubts and want an answer ready for each, with proof.

Limits to check before starting

• You sell online only, with no live talk. Write a page or email instead, or ask a person to review your sales page.
• You need a full pitch deck or a written proposal. Use a document tool or write it yourself, then use this for the talk.
• You have no product facts or offer yet. Write down your price, terms and options first, then come back.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack. It holds HANDOFF.md and four skill files, in the order they run: Buyer-matched argument planner, Ten-second opener writer, Objection answer sheet writer, then Ask-which closing planner.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Describe your product, your offer and the buyers you meet. It plans the lead arguments and the opener.
• Give it your real doubts, in the buyers' words if you can. It writes the answer sheet and the close.
• Try the openers on real buyers and keep the one that gets you in.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-call-plan for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.