Sales Automation
sales enablement
How to Build a Sales Content Recommendation Engine
Recommend the right content to send based on deal stage and buyer persona.
Jay Banlasan
The AI Systems Guy
This sales content recommendation engine suggests the right collateral based on deal stage and buyer persona. No more reps guessing which case study to send.
What You Need Before Starting
- Python 3.8+
- CRM API access
- pandas installed
- SMTP or Slack for notifications
Step 1: Build Your Knowledge Base
Collect and organize data for content recommendation.
import sqlite3
import json
def init_content_recommendation_db():
conn = sqlite3.connect("content_recommendation.db")
conn.execute("""CREATE TABLE IF NOT EXISTS content_recommendation_items (
id INTEGER PRIMARY KEY AUTOINCREMENT,
title TEXT, content TEXT, category TEXT,
effectiveness_score REAL DEFAULT 0,
created_at TEXT, updated_at TEXT
)""")
conn.commit()
return conn
Step 2: Collect Source Data
Pull data from your CRM, call recordings, and deal notes.
def gather_source_data(crm_client, date_range="last_90_days"):
deals = crm_client.get_deals(date_range=date_range, include=["notes", "activities"])
sources = []
for deal in deals:
sources.append({
"deal_name": deal["name"],
"outcome": deal["status"],
"notes": deal.get("notes", ""),
"activities": deal.get("activities", []),
})
return sources
Step 3: Generate with AI
Use Claude to synthesize data into actionable content recommendation content.
import anthropic
def generate_content_recommendation(source_data):
client = anthropic.Anthropic()
message = client.messages.create(
model="claude-sonnet-4-20250514", max_tokens=2000,
messages=[{"role": "user",
"content": f"Analyze this sales data and generate content recommendation content.\n\n{json.dumps(source_data[:20], indent=2)}"}])
return message.content[0].text
Step 4: Distribute to Team
Push updates to your sales team via Slack or email.
import requests
def distribute_update(content, slack_webhook, team_emails):
requests.post(slack_webhook, json={"text": f"New update:\n{content[:500]}"})
for email in team_emails:
send_email(email, "Sales Enablement Update", content)
Step 5: Track Effectiveness
Measure which content actually helps close deals.
def track_effectiveness(conn, item_id, deal_outcome):
if deal_outcome == "won":
conn.execute("UPDATE content_recommendation_items SET effectiveness_score = effectiveness_score + 1 WHERE id = ?", (item_id,))
conn.commit()
def get_top_performers(conn, limit=10):
return conn.execute("SELECT title, effectiveness_score FROM content_recommendation_items ORDER BY effectiveness_score DESC LIMIT ?", (limit,)).fetchall()
What to Build Next
Track engagement by prospect. Follow up on what they actually read.
Related Reading
- How to Set Up AI-Powered Content Recommendations - ai content recommendations guide
- Building Automated Sales Enablement Content - automated sales enablement content guide
- AI for Sales Pipeline Management - ai sales pipeline management
Want this system built for your business?
Get a free assessment. We will map every system your business needs and show you the ROI.
Get Your Free Assessment