How to build an AI sales process for an SMB
A nine-step SMB sales process you can run in KASHDI: discover, research, personalize, reach, follow up, qualify, meet, record, follow through.
A useful AI sales process for an SMB is a loop you can finish this week: discover who to talk to, research why they might care, personalize an email, send it, follow up, qualify the reply, meet, record what was said, and follow through. KASHDI maps that loop to Today, prospecting, campaigns, CRM and meeting notes.
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Discover and research
Start from cards, CSV, inbound API, or optional Apollo search with your own key. Research company and role context before you write. Emails are not guaranteed. See AI prospecting and AI lead generation.
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Personalize, reach, follow up
Draft a first email from that context. Campaigns use intro, follow-up and closure stages. CRM suggests a 3–4 day gap. People still send. See AI sales automation.
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Qualify, meet, record, follow through
Move the card when the conversation changes. After a meeting, record minutes in meeting notes and put the next follow-up on Today or Sales Tracker. That is follow-through — not a forecast spreadsheet you update on Fridays.