The AI Sales Workflow We Use From Prospecting to Follow-Up | Shoreline Ep. 2

The highest-value part of sales is the customer conversation—not the administrative trail around it.

Will and Enzo break down an AI-assisted field-sales loop: choose accounts, prepare meetings, capture fresh voice notes in Telegram, draft structured CRM updates, and turn every call into clear follow-up. They also connect operational resistance with the creative resistance described by Rick Rubin.

IN THIS EPISODE
• Using AI to rank accounts and plan a field-sales trip
• Telegram voice notes as the fastest post-meeting capture surface
• Turning unstructured notes into CRM fields, tasks, and follow-up dates
• Daily company-brain digests across product and business systems
• Where human review belongs before records change or messages send
• Why fast demos still have a hard production middle

Shoreline is the field log of two operators building an AI-native company in public.
Real agents. Real workflows. What worked, what broke, and what we would do next.

CHAPTERS
00:00 Rick Rubin, The Creative Act, and resistance
01:27 Grind mode, flow mode, and multiple paths to output
03:25 Find your workflow by testing the tools
06:31 Creative work still has a hard middle
08:20 Rapid AI demos versus production systems
10:57 Planning a real sales trip with AI
13:01 Plane Wi-Fi, Telegram, and a laptop at home
15:48 Unstructured meeting notes become structured tasks
17:15 How agents connect AI models to business systems
19:31 OpenClaw as COO and CTO
23:00 Reducing the delay between idea and action
26:57 Inspiration is perishable
29:24 Notion as the prioritization layer
31:00 Remove small barriers to useful action
33:48 Sales reps, admin drag, and customer time
36:08 Create a personalized audio briefing before a call
39:26 Thumbnails, image generation, and brand fit
42:00 Every function should ask where AI fits