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How a sales / related worker can use AI, task by task

O*NET 41-9099.00: Sales and Related Workers, All Other15 common activities

All sales and related workers not listed separately.

How this page is built: O*NET doesn't publish a task list for this catch-all occupation. This playbook is built from the related occupations it groups together: the work activities most of them share, classified the same way as every other task on the site. For a full task list, see Demonstrators and Product Promoters, Models, Real Estate Brokers, Real Estate Sales Agents, Sales Engineers, Telemarketers, Door-to-Door Sales Workers, News and Street Vendors, and Related Workers.
Type your own title and every prompt on this page updates to match. Also called: —.

Where AI fits in this job

AI-ready 19%AI-assist 75%Stays human 6%

Share of the job's common activities across related occupations, weighted by how important and how frequent each task is (O*NET ratings). 3 AI-ready, 11 AI-assist and 1 human-led tasks out of 15. This measures where AI can help, not whether the job will disappear.

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

  1. Explain technical product or service information to customers.Explain it clearly · Daily
  2. Identify potential customers.Crunch the numbers · Weekly
  3. Develop content for sales presentations or other materials.Create & design · Weekly

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

  1. Demonstrate products to consumers.Be there for people · Weekly

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 3

AI produces a usable first pass. You review it, fix it and own it.

Develop content for sales presentations or other materials.

WeeklyIn 4 related jobs

AI generates ideas and first drafts to choose from.

Show prompt & steps

AI is a brainstorming partner and first-draft machine for copy, concepts and variations. Your taste and judgment pick the winner.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to develop content for sales presentations or other materials.

Context: We use Social media sites; the work draws on food production, sales and marketing and customer and personal service.
Client and product: [who, what]
Format: [deck, sample ad, proposal]

Draft a presentation outline, sample ad copy and recommended sizes or formats. Give 10 quite different options from safe to bold, then develop the best 2.

10-minute exercise: Sales presentation content

Step 1Pick a real example: the next time you develop content (this week).
Step 2Fill in [Client and product] and [Format] with the real details, then run the prompt.
Step 3Tailor it with what you know about the client.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

Importance 4.2/5 · O*NET work activity: Develop content for sales presentations or other materials..

Prepare sales or other contracts.

WeeklyIn 3 related jobs

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to prepare sales or other contracts.

Context: We use Microsoft Word.
Deal: [booking, rental, sale]
Terms: [parties' roles, price, dates, payment, cancellation]

Draft a clear contract with standard sections and blanks to fill. Flag clauses that need legal review.

10-minute exercise: Contract draft

Step 1Pick a real example: the next time you prepare sales or other contracts (this week).
Step 2Fill in [Deal] and [Terms] with the real details, then run the prompt.
Step 3Have anything unusual reviewed by a lawyer before signing. Confirm the rules against the current official source.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.5/5 · O*NET work activity: Prepare sales or other contracts..

Monitor market conditions or trends.

WeeklyIn 3 related jobs

AI maps out the topic and options; confirm with real sources.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to monitor market conditions or trends.

Context: The work draws on food production, sales and marketing and customer and personal service.
Market: [industry, products, region]
What I need: [demand, prices, competitors]

Summarize recent trends, signals to watch, and reliable sources to track monthly. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Market watch brief

Step 1Pick a real example: the next time you monitor market conditions or trends (this week).
Step 2Fill in [Market] and [What I need] with the real details, then run the prompt.
Step 3Run it with a web-search AI tool.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 3.6/5 · O*NET work activity: Monitor market conditions or trends..

AI can help you prep these 11

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Explain technical product or service information to customers.

DailyIn 5 related jobs

AI helps you prepare clearer wording and likely questions.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to explain technical product or service information to customers.

Context: The work draws on food production, sales and marketing and customer and personal service.
Situation: [complaint or question, no names]
Policy and options: [what we can offer]

Draft a response that acknowledges, explains and offers a solution. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Resolve a customer question or complaint

Step 1Pick a real example: the next time you explain technical product or service information (today). Leave out names and identifying details.
Step 2Fill in [Situation] and [Policy and options] with the real details, then run the prompt.
Step 3Make sure the offer is within your authority.

Rules, prices and policies change. Make sure AI is working from your current official version.

Importance 4.4/5 · O*NET work activity: Explain technical product or service information to customers..

Identify potential customers.

WeeklyIn 5 related jobs

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to identify potential customers.

Context: We use Microsoft Excel; the work draws on food production, sales and marketing and customer and personal service.
Offer: [product, fund, service]
Ideal customer: [traits]
Data: [paste leads or market info]

Score and rank prospects, and suggest where to find more. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Prospect list

Step 1Pick a real example: the next time you identify potential customers (this week). Leave out names and identifying details.
Step 2Fill in [Offer], [Ideal customer] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.1/5 · O*NET work activity: Identify potential customers..

Contact current or potential customers to promote products or services.

WeeklyIn 4 related jobs

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to contact current or potential customers to promote products or services.

Context: The work draws on food production, sales and marketing and customer and personal service.
Offer: [service]
Prospects: [type]

Draft an outreach message and call script. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Prospecting outreach

Step 1Pick a real example: the next time you contact current potential customers (this week). Leave out names and identifying details.
Step 2Fill in [Offer] and [Prospects] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.1/5 · O*NET work activity: Contact current or potential customers to promote products or services..

Answer customer questions about goods or services.

DailyIn 3 related jobs

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to answer customer questions about goods or services.

Context: The work draws on food production, sales and marketing and customer and personal service.
Product or service: [insurance, publication]
Questions: [list]

Write clear answers. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Product question answers

Step 1Pick a real example: the next time you answer customer questions about goods or services (today). Leave out names and identifying details.
Step 2Fill in [Product or service] and [Questions] with the real details, then run the prompt.
Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Importance 4.3/5 · O*NET work activity: Answer customer questions about goods or services..

Deliver promotional presentations to current or prospective customers.

WeeklyIn 4 related jobs

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to deliver promotional presentations to current or prospective customers.

Context: The work draws on food production, sales and marketing and customer and personal service.
Product: [describe]
Audience: [new, existing customers]

Draft a presentation outline and talk track. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Sales presentation

Step 1Pick a real example: the next time you deliver promotional presentations (this week). Leave out names and identifying details.
Step 2Fill in [Product] and [Audience] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.1/5 · O*NET work activity: Deliver promotional presentations to current or prospective customers..

Sell products or services.

WeeklyIn 4 related jobs

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to sell products or services.

Context: The work draws on food production, sales and marketing and customer and personal service.
What I'm selling: [products, services, memberships]
Customer: [type, needs]

Prepare a pitch, questions and honest answers to objections. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Sales conversation

Step 1Pick a real example: the next time you sell products or services (this week).
Step 2Fill in [What I'm selling] and [Customer] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.1/5 · O*NET work activity: Sell products or services..

Gather customer or product information to determine customer needs.

WeeklyIn 3 related jobs

AI gets you up to speed; confirm findings with records or people.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to gather customer or product information to determine customer needs.

Context: The work draws on food production, sales and marketing and customer and personal service.
Customers: [type, what they buy]
What I've heard: [feedback, complaints, requests]

Group the needs into themes, suggest questions to dig deeper, and actions for each theme. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Understand customer needs

Step 1Pick a real example: the next time you gather customer or product information (this week). Leave out names and identifying details.
Step 2Fill in [Customers] and [What I've heard] with the real details, then run the prompt.
Step 3Ask one customer the deeper questions this week.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 4.2/5 · O*NET work activity: Gather customer or product information to determine customer needs..

Recommend products or services to customers.

WeeklyIn 3 related jobs

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to recommend products or services to customers.

Context: The work draws on food production, sales and marketing and customer and personal service.
Customer needs: [describe]
Options: [products, treatments]

Write honest recommendations with pros and cons. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Recommendations

Step 1Pick a real example: the next time you recommend products or services (this week). Leave out names and identifying details.
Step 2Fill in [Customer needs] and [Options] with the real details, then run the prompt.
Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Importance 3.8/5 · O*NET work activity: Recommend products or services to customers..

Arrange delivery of goods or services.

WeeklyIn 3 related jobs

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to arrange delivery of goods or services.

Context: We use Microsoft Excel.
Items: [describe]
Destinations: [describe]

Organize a delivery schedule and confirmations. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Delivery arrangements

Step 1Pick a real example: the next time you arrange delivery of goods or services (this week).
Step 2Fill in [Items] and [Destinations] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 3.7/5 · O*NET work activity: Arrange delivery of goods or services..

Appraise property values.

WeeklyIn 2 related jobs

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to appraise property values.

Context: We use Microsoft Excel; the work draws on food production, sales and marketing and customer and personal service.
Property: [type, location, features]
Comparables or damage data: [paste]

Build a valuation or damage estimate with adjustments and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Valuation worksheet

Step 1Pick a real example: the next time you appraise property values (this week).
Step 2Fill in [Property] and [Comparables or damage data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.0/5 · O*NET work activity: Appraise property values..

Train sales personnel.

A few times a yearIn 3 related jobs

AI preps the materials; reading the room is you.

Show prompt & steps

AI preps the materials: lesson outlines, quizzes, examples, practice scenarios. Reading the room and coaching people is still you.

Ready-to-use prompt

I work as a sales / related worker. Part of my job is to train sales personnel.

Context: We use Microsoft PowerPoint; the work draws on food production, sales and marketing and customer and personal service.
Skill: [difficult sales, objections]
Staff: [level]

Plan role-plays and coaching points. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

10-minute exercise: Sales training

Step 1Pick a real example: the next time you train sales personnel. Leave out names and identifying details.
Step 2Fill in [Skill] and [Staff] with the real details, then run the prompt.
Step 3Swap one AI example for a real story from your own work. Real stories are what people remember.

Check that every procedure in the material matches your workplace's actual standards.

Importance 3.4/5 · O*NET work activity: Train sales personnel..

These stay human 1

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

Demonstrate products to consumers.

WeeklyIn 3 related jobs

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a sales / related worker. Part of my job is to demonstrate products to consumers.

Context: The work draws on food production, sales and marketing and customer and personal service.
Product: [describe]
Audience: [describe]

Prepare a demo script and answers to questions. Then play a skeptical customer. Suggest ways to open, phrases to avoid, and how to handle it if things get tense. Then play the other person so I can practice.

10-minute exercise: Product demonstration

Step 1Pick a real example: the next time you demonstrate products (this week).
Step 2Fill in [Product] and [Audience] with the real details, then run the prompt.
Step 3Rehearse the demo with the real product.

Importance 4.2/5 · O*NET work activity: Demonstrate products to consumers..

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