Free AI sales manager session

Learn AI tricks
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top sales managers use

Learn how AI-native sales managers use Claude, ChatGPT, and Gemini with graph8 to stay current on every deal, spot stalled and at-risk pipeline, prep one-on-ones faster, and coach reps with context instead of gut feel.

See what AI-native sales managers do differently

Everything here runs on graph8's free plan. No credit card, nothing to buy. Leave with a workflow you can use the same day.

Know what changed Spot the deals at risk Find the gap to quota Coach with context Own the forecast
Claude Desktop
graph8 connected
What changed across my team's pipeline this week, and which deals are slipping?
4 deals went quiet past their stage SLA Northwind champion left the company Drafted a coaching note for each rep
Why now
Northwind's champion just left and the deal is your biggest this quarter. Get the rep multi-threading today.
graph8 gives Claude the live deal and activity context. Draft opener
On the free plan
4 deals slipping now
Trusted byEnterpriseteams on graph8
Western Union

The AI-native habits

The 10 workflows that keep sales managers current

Steal them now. Master them live, hands-on, in your own graph8. No fluff, no theory you can't use Monday morning. Each one keeps you more informed than the manager running the team next door.

01 Know the pipeline before the standup

Pull every deal that moved, stalled, or changed stage across your team into a brief in seconds, before you walk into the room.

Claude + graph8
02 Catch deals before they slip

Let AI watch activity gaps, pushed close dates, and stage SLAs, then surface the deals at risk this week while you can still act.

Deal risk
03 Read the gap to quota in plain English

Ask where the number is and where it's hiding; graph8 returns coverage, weighted pipeline, and the deals carrying the forecast.

Forecast
04 Prep every one-on-one in 30 seconds

Pull each rep's open deals, last activity, and blockers before you sit down, so coaching starts with context, not catch-up.

Coaching
05 Coach with the actual deal context

Feed the call notes and deal history into Claude, get the next-step gaps and a coaching angle in your own voice.

Coaching
06 Watch champion and buyer changes

Find when a champion leaves, a new exec joins, or the buying committee shifts, so a quiet deal gets multi-threaded before it dies.

Signals
07 Spot pipeline coverage gaps early

See which reps are thin on next-quarter coverage now, so you build pipeline before the gap becomes a miss.

Pipeline
08 Walk into the forecast call current

Pull the at-risk deals, the upside, and the commit changes in 30 seconds before you report up.

Forecast review
09 Operate from one AI command center

Connect graph8 to Claude Desktop once; review pipeline, prep one-on-ones, and pull forecasts by asking, with the send-gate on every action.

Claude Desktop
10 Turn your best review into a repeatable skill

Save your best pipeline-review play as a reusable command your whole team runs the same way every week.

Claude Code
Pick your track

Two ways in. Both free.

Need a quick win today, or the full set of workflows? Start with either.

Start here 1 session, about 45 minutes

Instant payback

Connect graph8 to your AI and walk out current today. In one live session you see what changed across your team's pipeline, spot the deals slipping and why now, and draft a coaching note for each rep, in plain English.

  • Claude Desktop connected to graph8
  • A live view of what changed in your pipeline
  • An at-risk deal list with a coaching angle for each
Go deeper 5 weekly sessions, plus exercises

The full workflow series

All 10 workflows, taught live and hands-on: knowing what changed, reading the forecast, spotting deal risk, coaching with context, and owning the number. Each session ends with an exercise you run in your own graph8.

Live weekly, recorded, community included.

The curriculum

Master all 10, live

The 10 workflows, taught hands-on across five weekly sessions. Each one ends with an exercise you run in your own graph8 and Claude.

Know what changed in the pipeline

Know what changed in the pipeline

Deal moves, stalls, and signals. Spot what shifted across the team this week.

Read the forecast with AI

Read the forecast with AI

Coverage, weighted pipeline, and the gap to quota, without the Sunday spreadsheet.

Spot the deals at risk and why now

Spot the deals at risk and why now

Activity gaps, pushed dates, and champion changes. Catch slips before they cost you.

Coach with context

Coach with context

Rep one-on-ones, deal next-steps, and coaching angles drawn from real activity.

Own the number

Own the number

Forecast reviews, pipeline-coverage gaps, and reporting up with confidence.

Outcomes

What you'll walk out able to do

Better context creates better conversations. Better conversations create better pipeline. These are the practical capabilities you leave with, not vendor hype.

See what changed across your whole team's pipeline this week, and why it matters.
Spot the deals slipping or going quiet before they show up in the forecast miss.
Read the gap to quota and where it's hiding, in seconds, not a Sunday-night spreadsheet.
Walk into every one-on-one knowing each rep's deals, blockers, and next moves.
Coach with the actual deal context, not gut feel or a stale CRM field.
Own a forecast you can defend, then reuse the workflow every week.
Why now

AI won't take your job. A sales manager who knows how to use AI will.

Gartner predicts 95% of seller research will start with AI by 2027, up from under 20% in 2024. Source: Gartner
Yet Gartner expects fewer than 40% of sellers to actually get a productivity gain from it. The difference is knowing how to use it. That's what this session fixes. Source: Gartner
The GTM context layer

Your AI is only as good as its context.

Claude, ChatGPT, and Gemini are brilliant, but blind to your pipeline. graph8 gives them your deals, contacts, rep activity, intent signals, and conversation history, plus safe execution. So they answer what changed and which deals are at risk, not generic fluff. We go deepest on Claude Desktop and Claude Code, in plain English, no terminal anxiety.

Our focus
Claude
Claude Anthropic

Desktop + Code. Where we go deepest.

ChatGPT
ChatGPT OpenAI

Fast drafts and qualification.

Gemini
Gemini Google

Data-heavy research.

Build it where you already work

You'll learn to run it from Claude or ChatGPT.

graph8 connects as the context layer your AI can call: deals, contacts, rep activity, signals, and safe execution. By the end you'll ask what changed and which deals are at risk, and act on it, right where you already work.

connect graph8
https://be.graph8.com/mcp/

We walk through this live in the session. Paste once, sign in, and the graph8 context tools appear.

Claude.ai

Claude.ai

Add connector
Claude Desktop

Claude Desktop

Add connector
ChatGPT

ChatGPT

Add connector

Cursor

MCP config

Or DM the same agent on Slack, WhatsApp, or iMessage.

You'll learn to ask
What changed across my team's pipeline this week? Which deals are slipping and why right now? Prep a one-on-one brief for each of my reps
The human node

AI keeps you current. You own the coaching.

An AI-native sales manager isn't replaced by AI. You let it keep you informed on every deal and every rep, and you own the moments that build the team. This session trains both sides.

graph8 plus Claude keep you current
  • Watch every deal and surface what changed
  • Flag the deals slipping and going quiet
  • Read the forecast and the gap to quota
  • Prep the one-on-one brief for each rep
  • Track the follow-ups so nothing slips
You own the coaching
  • Decide which deals need your attention
  • Read the room in every one-on-one
  • Coach the rep and unblock the deal
  • Make the call on what to commit
  • Build the team and own the number
How it works

A free skills upgrade, not a webinar you forget.

Live, hands-on, and built to make it stick.

Live and recorded

Join the live session each week in the graph8 auditorium, or watch the recording any time. No seat cap.

A community to build with

Ask questions, share your work, and learn from other sales leaders going AI-native.

Exercises you actually run

Each session ends with a hands-on exercise in your own graph8, so the workflow sticks instead of staying theory.

Who it's for

Same session, built for your seat.

Everyone learns to stay current and act on context with AI. The workflows adapt to your role, whether you run a team, close deals, own revenue, or build the GTM stack.

Sales managersAccount ExecutivesRevenue leadersSales operationsGTM engineers
Built on a decade of campaign data

The same engine that powered campaigns for Cisco, Okta, IBM, Yamaha, and Nasdaq, now a free GTM data layer. Real outbound outcomes, not synthetic data.

CiscoOktaIBMYamaha
Before you get started

Frequently Asked Questions

No. The managers who win are the ones who stay current, orchestrate AI, and own the human moments: the coaching, the deal calls, the team. This session trains you to be that manager, not to compete with a bot.

No, and that's the point. AI keeps you current on every deal and surfaces the risk, so you walk into the forecast call with sharper judgment. You still own the commit and the coaching. A defensible forecast is the result of better context, not a button.

Yes. The session and the workflows are free, and everything runs on graph8's free plan. You only spend graph8 credits if and when you run real execution like sending or calling, and you start with 1,000 free.

No, you can follow along. A free account gets you the data layer to practice on during the exercises, with no credit card.

Both. There is a live session each week in the auditorium, and every session is recorded so you never miss one.

Each session is about 45 minutes, live weekly. Come to the ones you want, watch the rest recorded. Session one alone leaves you more on top of your pipeline that day.

The session is broad AI go-to-market. This page is tailored to sales managers, but AEs, revenue leaders, and sales ops attend the same program.

Become the sales manager who always knows why now.

The managers pulling ahead aren't working harder. They stay current on every deal, know what changed, and coach with context. Get the same edge free, and start by seeing what changed across your pipeline in session one.

  • Free. Runs on the free plan, no credit card.
  • About 10 minutes to set up. Plain English, no terminal.
  • Live weekly and recorded, so you never miss one.
  • All 10 workflows, hands-on in your own graph8.
  • Walk out of session one already more current.