CHATGPT FOR B2B SALES
RESOURCES HUB

Welcome to the ChatGPT for B2B Sales Resources Hub - the companion to the book where all the tools, links, and AI apps come together. Here, you’ll find everything mentioned in the book, plus a few extras to help you implement faster, work smarter, and stay ahead as the AI landscape evolves. Bookmark this page—I'll be updating it regularly with new tools, workflows, and bonus content.

Whether you’re looking for transcription tools like Letterly or Hedy, automation platforms like Zapier or Pabbly, or browser-friendly ways to get ChatGPT working for your daily tasks, you’ll find it all right here.

Ready to sell smarter with AI?

Let’s get you connected to the tools that make it happen.

I use ChatGPT every single day - it's like having a research assistant, writing partner, and strategist all rolled into one. Whether I’m drafting a sales email, prepping for a discovery call, or summarizing meeting notes, it helps me think faster and work smarter. If you’re in B2B sales, this tool will save you hours. You can use it to brainstorm outreach angles, role-play objections, or even turn meeting bullet points into polished follow-ups. It’s an unfair advantage, but in a good way.

Claude is like the cool, calm analyst you wish you had in your back pocket. I lean on it when I need to make sense of dense documents - RFQs, product spec sheets, customer presentations - you name it. Claude summarizes, explains, and even suggests ways to improve messaging. It’s especially good when I’m working on proposals or need a second brain to think through how to tailor messaging for big accounts.

Hedy is one of my go-to meeting buddies. It listens in on my meetings (with permission, of course), pulls out the action items, and gives me a clean summary after every meeting. What I love is how it helps me stay present - I don’t have to frantically take notes or worry I’ll forget what was said. The best part about Hedy is the ability to interact with it during a meeting to get summaries or get ideas on questions to ask.

Letterly is a game-changer for me on the road. I use Letterly to dictate notes into my phone after meetings or site visits. It takes my voice and turns it into structured, clear text that I can drop straight into my CRM. I’ve even built a few custom templates for visit reports, which saves me a ton of time. If you're a field sales rep, Letterly pays for itself on day one.

I use MeetMinutes for every Teams, Zoom, or Google Meet call. It records and transcribes my online meetings, then pulls out key points and action items automatically. When I’m in back-to-back calls, it saves me from scrambling to take notes or write follow-ups. It’s like having a virtual assistant on every virtual meeting so I can stay focused and never miss a detail. If you do a lot of online meetings, this is a must.

NotebookLM has become my favourite tool for analyzing brochures, spec sheets, and manuals. It’s still in early access, but it already feels like a personal research assistant with a memory. I upload PDFs, brochures, and data-heavy docs - and it lets me search, summarize, and surface insights instantly. Whether I’m prepping for a presentation or digging through for a specification, it helps me find what matters fast. Think of it as a smart, searchable archive built just for sales.

NoteX is my go-to app for recording and transcribing long meetings, training sessions, or sales meetings. It can handle up to six hours of high-quality audio right from my phone or laptop, which makes it perfect for capturing extended conversations without missing a thing. I’ve used it to document full-day workshops and 2-day sales meetings. It’s like having a personal minutes or notetaker in your pocket.

Pabbly is the behind-the-scenes workhorse in my sales stack. I’ve used it to automate everything from routing website leads into my personal CRM, to triggering follow-up emails after i add a contact on LinkedIn. No coding required - just set up the workflow once, and it runs quietly in the background. If you want to start automating tasks and focus more on selling, this is a great tool to start with.

This was my first physical AI tool, and it’s been with me for nearly a year now. I use the PLAUD Note to capture high-quality recordings of in-person customer meetings. It transcribes everything, syncs to the cloud, and lets me pull key insights into emails and proposals later. It’s become an essential part of my sales kit. If I forget it, Hedy steps in as my backup - but nothing beats having this device on hand for face-to-face meetings.

Zapier is a classic for a reason. I use it to connect tools that otherwise wouldn’t talk to each other - Google Sheets to Trello, to email marketing software, or LinkedIn forms to my outreach queue. If you’ve got a process that involves copy-pasting between systems, Zapier can almost certainly automate it. Pricier than Pabbly but it has most connections.

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