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Case study · From the Pluris libraryReceipt no. 3113
What sucked

B2B sales reps were spending 4–8 hours a week on pre-call research, CRM updates, and post-call note-taking, administrative overhead that came directly out of selling time.

The tools to solve this already existed, but most sales organizations lacked the playbooks and configurations to embed them into rep workflows in ways that actually stuck.

Professional ServicesSales & RevenueUnder 4 weeks
What they built

Ben Gold's practice deploys structured configurations and purpose-built prompt libraries using ChatGPT, Claude, Fireflies, and Humantics into existing B2B sales workflows, with a signature 10-minute pre-meeting intelligence package that automates research, CRM context, and talk track suggestions before every call.

What changed
4–8 Hours/Week Reclaimed per Rep

Sales rep administrative overhead, research, note-taking, CRM updates, reduced by 4–8 hours per week through AI-augmented workflow.

10-Min Pre-Meeting Intel Package

Automated pre-call research delivering account context, CRM history, and suggested talk tracks assembled in under 10 minutes before every call.

3–4x Personal Productivity

Ben runs his own practice at 3–4x productivity using the same AI stack he deploys for clients, a live proof of concept for the methodology.

Time to results
Under 4 weeks
Company size
1-50 people
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Who did it
Ben Gold
Principal Consultant, Ben Gold AI

Vetted by Pluris.