Commercial GTM & Technical Sales B2B Sales Battlecard & Executive Outreach Suite

Core-AI B2B Sales Playbook & Commercial Architecture

A field-tested sales enablement guide explaining how to position Core-AI's private enterprise AI systems, document pipelines, and programmatic lead engines to C-level executives.

Sales Asset #1

Executive Cold Outreach Email (Copy & Paste)

Subject: Private AI Workflow Automation & Deterministic Decision Engines / Introduction

Hi [First Name],

I wanted to reach out and share a quick overview of what we build at Core-AI, and how we help companies replace manual, high-friction operational workflows with private, automated AI decision engines.

When you visit our public platform (core-ai.app), you’ll see our library of 168+ interactive decision engines and tax modelers. We built these as a live proof-of-concept for zero-latency, client-side computation and programmatic SEO distribution—capturing high-intent search traffic without servers or third-party data retention.

For our commercial and enterprise clients, we take this exact technical architecture and build custom, private AI systems tailored to their operational pipelines:

  • Unstructured Document & PDF Intelligence: Automated parsing and deterministic JSON extraction from messy client tax returns (1040s, K-1s), invoices, and contracts.
  • Multimodal Voice & Intake Automation: Instant call transcription (Faster-Whisper), automated local PII/HIPAA redaction, and structured CRM claim generation (Live Demo →).
  • Private On-Prem / VPC Enterprise AI (RAG): Zero-data-leakage enterprise knowledge search over internal SOPs, codebases, and compliance rules (Live Demo →).
  • Programmatic Lead Engines: Interactive web calculation widgets built to turn organic searchers into qualified sales pipeline.

Rather than sending a static slide deck, you can test a live interactive prototype of our automated intake and redaction pipeline here:
👉 https://core-ai.app/b2b-audio-claims-pipeline

Do you have 15 minutes this Thursday or Friday for a brief introductory call to discuss your current automation roadmap?

Best regards,
[Your Name]
Founder / Lead Architect, Core-AI
https://core-ai.app

30-Second Verbal Elevator Pitch (Phone / Networking):

"At Core-AI, we build private, deterministic AI decision engines and automated intake pipelines for companies in finance, healthcare, and logistics. Our public website, core-ai.app, is our living demonstration—featuring 168 client-side decision engines that capture organic search traffic with zero server data retention. For enterprise clients, we build custom versions of these engines to automate complex underwriting, redact sensitive customer intake, and replace expensive manual workflows with 0ms private AI."

Sales Asset #2

Live Interactive Demo Links for Discovery Calls

Send these exact deep-links during discovery calls to prove technical competence instantly.

VOICE & CLAIMS INTAKE

Multimodal Audio Claims Pipeline

Faster-Whisper ASR, audio waveforms, automated PII redaction, and structured claim JSON triage.

Launch Audio Demo →
ON-PREM KNOWLEDGE (RAG)

Enterprise Private RAG Engine

Deterministic hybrid vector search, zero data leakage, and compliance audit trail logging.

Launch RAG Demo →
DOCUMENT INTELLIGENCE

AI RFP & Security Questionnaire

Automated ingestion of complex vendor RFPs, security spreadsheets, and policy mapping.

Launch RFP Demo →
HIGH-STAKES DECISION ENGINE

Backdoor Roth & 35-Yr Wealth Engine

Fresh tech grad $0 pro-rata math, Form 8606 reverse rollover rules, and 0ms browser execution.

Launch Math Engine →
SMALL BUSINESS GROWTH

90-Day Web Overhaul & Contracts

0ms speed architecture, 90+ PageSpeed guarantees, multi-channel social management, and SOWs.

View Growth Hub →
ENGINEERING WORKFLOW

AI Jira Ticket & Spec Generator

Converts messy user notes into crisp user stories, acceptance criteria, and edge-case test matrices.

Launch Ticket Demo →
Sales Asset #3

The 4 Granular Commercial Offerings & Battlecards

Use Case 1: Unstructured Document & PDF Intelligence

$15k – $35k SOW
Target Clientele:

Mid-market accounting firms, freight logistics brokers, commercial property managers, procurement ops.

Buyer Personas:

Chief Operating Officer (COO), VP of Finance, Head of Shared Services, Managing Partners.

The Core Pain Point:

Analysts wasting 20+ hrs/week copy-pasting numbers from PDFs (1040s, K-1s, invoices) into ERPs/CRMs with high typo error rates.

Key Discovery Question:

"How many hours per week does your team spend manually verifying and keying in client tax returns, invoices, or vendor rate sheets into your software?"

Use Case 2: Voice & Multimodal Audio Intake Automation

$20k – $50k SOW
Target Clientele:

Regional insurance carriers (FNOL), field dispatch operations (HVAC, roofing), telehealth clinics, legal intake.

Buyer Personas:

VP of Claims, Chief Customer Officer, Contact Center Director, VP of Operations.

The Core Pain Point:

Agents spending 15–20 minutes per call taking notes and redacting SSNs/credit cards, causing high hold times and compliance risk.

Key Discovery Question:

"What is your current after-call documentation time per agent, and how are you currently protecting customer PII like SSNs during phone intake?"

Use Case 3: Private On-Prem / VPC Enterprise AI (RAG)

$30k – $75k SOW
Target Clientele:

B2B SaaS scale-ups, healthtech, wealth advisory firms, defense contractors, enterprise law firms.

Buyer Personas:

Chief Technology Officer (CTO), Chief Information Security Officer (CISO), VP of Engineering.

The Core Pain Point:

Staff banned from using ChatGPT due to strict IP, SOC-2, or HIPAA compliance policies, losing massive engineering productivity.

Key Discovery Question:

"Does your security policy prohibit pasting proprietary code or customer data into public OpenAI endpoints? Have you evaluated deploying open-weights models inside your own VPC?"

Use Case 4: Programmatic Inbound Lead & Decision Engines

$12k – $30k SOW
Target Clientele:

Series A–C tech startups, commercial lenders, boutique wealth managers overpaying for Google PPC ads.

Buyer Personas:

Chief Marketing Officer (CMO), VP of Demand Generation, Head of Growth, Founders.

The Core Pain Point:

Burning $30k–$100k/mo on paid Google Ads with high CAC and low-converting static blog articles.

Key Discovery Question:

"What is your current cost per acquisition on Google Ads, and do you have interactive mathematical tools on your site that capture organic searchers ready to buy?"

Commercial Deal Comparison Matrix

Commercial Offering Primary Target Industry Key Buyer Persona Typical Deal Size Sales Cycle
1. Document Intelligence Accounting, Logistics, Real Estate COO / VP Finance $15k – $35k 3 – 6 weeks
2. Voice & Claims Intake Insurance, Field Service, Health VP Claims / VP Operations $20k – $50k 4 – 8 weeks
3. Private On-Prem RAG SaaS, Healthtech, FinTech, Legal CTO / CISO $30k – $75k 6 – 10 weeks
4. Programmatic Lead Engines B2B SaaS, FinTech, Commercial Lenders CMO / VP Growth $12k – $30k 2 – 4 weeks