SaaS AEs · 2026 Edition · $60M Closed Between Authors

Stop doing
admin.
Start closing.

You're spending 65% of your week on tasks that aren't selling. This playbook gives you three AI systems that take that admin off your plate — and puts 10+ hours of selling time back in your week.

$60M
ACV closed by authors
10hrs
Saved per week
3
AI systems built
0
Lines of code required
30min
To full setup
The problem

Your quota is real.
Your admin is theft.

01
You finish a call and immediately owe the CRM 20 minutes
Update the stage. Log the outcome. Write the next steps. Add the contact notes. Before you've even had time to think about what just happened in the call, Salesforce is waiting.
02
Your follow-up emails all sound the same because you wrote them under pressure
Five calls a day, each needing a personalised follow-up. By the fourth one you're copying from the third. The personalisation is gone. The prospect can tell. The reply rate reflects it.
03
Friday afternoon disappears into pipeline admin every single week
Forecast calls tomorrow. Your pipeline looks nothing like reality. You spend two hours pulling it together manually from memory. By the time it's done, the afternoon is gone.
04
You prep for calls by tab-hopping for 30 minutes and still feel underprepared
LinkedIn. Crunchbase. Google News. Their website. Their competitors' websites. Thirty minutes of research that produces surface-level facts, not the insight that would actually change how the call goes.
Who wrote this

Written from
inside the quota.

$60M+
in SaaS ACV closed between two authors — across enterprise and mid-market deals, under real quota pressure, with real pipeline on the line.
"We didn't write this from theory. We wrote it from inside a quota-carrying sales role, with commission on the line. Every prompt in this book is in our libraries right now."
The authors · world class SaaS AEs
Every system personally built and tested in live deals
No code. No IT. No workflow builders. Just a browser.
All tools free to start — paid upgrades optional
Written specifically for mid-level SaaS AEs on quota
30 pages. Dense. No padding. Actionable from page one.
Three systems

The admin that's eating
your week. Automated.

System 01
The Follow-Up That Writes Itself
Fathom records and logs your call to the CRM automatically. Five copy-paste Claude prompts turn any call transcript into a personalised follow-up in 60 seconds.
Saves 6hrs per week
5 prompts for every deal stage
CRM update prompt included
2-minute quality review checklist
System 02
The 5-Minute Pre-Call Brief
Two Perplexity searches and one Claude prompt deliver a structured six-point brief on any prospect — company context, pain points, objection prediction, and a sharp opening question.
Saves 6hrs per week
Better prep than 30 mins manual research
Multi-stakeholder brief variant included
Account brief library system
System 03
The 20-Minute Pipeline Review
Three prompts replace two hours of Friday pipeline admin. Deal health check. Manager report that writes itself. Stale deal re-engagement email drafted and ready to send.
Saves 2hrs per week
Pipeline dump and deal health check
Manager report prompt included
Stale deal re-engagement prompt
ROI Calculator

What is your admin
actually costing you?

$57
Your hourly rate
$2,280
Weekly selling time lost to admin
48x
Return on this $47 playbook
At your OTE, you're losing approximately $2,280 in selling time to admin every week. This playbook costs $47 and returns 10+ hours in week one. That's a 48x return in the first seven days.
What's inside

30 pages.
No padding.

INTRO
You're a closer, not a data entry clerk
The real cost of admin at your OTE. What the next 30 pages will change.
CH 01
The admin audit
20-minute tally to find exactly where your time is going. Includes the tracking sheet.
CH 02
Your no-code AI toolkit
Four tools, free tiers, 30-minute setup. Fathom, Perplexity, Claude, your CRM.
CH 03
System 1 — the follow-up
Five deal-stage prompts plus a CRM update prompt. Copy, paste, send.
CH 04
System 2 — the pre-call brief
Two searches, one prompt, five minutes. Better than 30 minutes of tab-hopping.
CH 05
System 3 — the pipeline review
Deal health check, manager report, stale deal re-engagement. All three prompts included.
CLOSE
Make it count
30-day check-in, your positioning statement, and three advanced plays to build next.
12 copy-paste prompts included
Discovery follow-up Demo follow-up Objection follow-up Commercial follow-up No-decision follow-up CRM update Pre-call brief Pipeline dump Deal health check Manager report Stale deal re-engage Positioning statement
Bonus
Every prompt works with Claude or ChatGPT. Free tiers only. No subscriptions required to get started. Upgrade later if you want — but you don't have to.
Get the playbook

One payment.
10 hours back.

Built by two AEs who have closed $60M in SaaS contracts. Used in live deals. Proven in real pipeline.

$ 47
One-time payment · Instant download
The AE's AI Playbook — full 30-page interactive ebook
12 copy-paste prompts covering every admin scenario
Admin time audit tally sheet
4-tool no-code setup guide
Works with free tiers of all tools — no paid subscriptions needed
30-minute setup. 10+ hours saved in week one.
Instant download · PDF + interactive HTML
At $120k OTE this pays for itself in 50 minutes of recovered selling time
Common questions
Do I need to be technical to use this?
No. Every system is built from copy-paste prompts and free tools that install from a browser. If you can open a new tab, you can run these systems. Zero code. Zero IT. Zero workflow builders.
Will this work with my CRM?
Fathom connects natively to Salesforce, HubSpot, and most major CRMs. The prompt systems work independently of your CRM — you paste output directly in. If Fathom doesn't connect to yours, the prompt systems still save you hours.
How long does setup actually take?
30 minutes for the full toolkit. Fathom takes 8 minutes to connect. Perplexity and Claude accounts take 5 minutes each. Your first follow-up prompt is live before your next call.
Is this just a generic AI book?
No. This is written specifically for mid-level SaaS AEs on quota. Every system, every prompt, and every example is built around the exact workflow of someone running a full sales cycle with five calls a day.
What if my company doesn't allow AI tools?
The prompt systems work with any AI tool including enterprise-licensed versions of Claude, ChatGPT, or Gemini. Most companies have at least one approved AI tool — these prompts work with all of them.
What does $47 actually buy me?
At $120k OTE, one recovered hour of selling time is worth ~$57. This playbook saves 10+ hours in week one. That's a 12x return before you finish reading it. At $47, the question isn't whether it's worth it.
Also available

The AI Advantage

Not a SaaS AE? This is the playbook for any professional who uses AI daily but isn't seeing real results. The FOBO audit, role-mapped tool stacks, the 4-part prompt formula, and the AI impact log — built for the general professional workforce.

$19 · One-time
The FOBO audit — find out exactly where you stand with a 9-question scorecard
Role-mapped tool stacks for 6 professional archetypes — marketer, sales, PM, finance, HR, creative
The 4-part prompt formula that improves every AI interaction immediately
The AI impact log — turn invisible competence into career-visible results
90-day sprint plan with weekly milestones