Jim Petrolla (PandaDoc) on How He Cut Sales Workload by 60% Using AI
Jim Petrolla is an Account Manager at PandaDoc managing over $3M in pipeline — and he’s turned AI into his personal sales strategist. In this episode, Jim shares how he cut pre- and post-call work by 60%, reduced call prep to under 4 minutes, and built a living prompt library that powers his sales execution. No code. No gimmicks. Just battle-tested workflows and smart prompting.
You’ll learn:
How to run a time audit and identify what to delete, delegate to AI, or keep
How “Fixer,” his inbox triage GPT, helps start the day with a clean slate
How to build prompt-generating GPTs to automate any workflow
His Gamma + PandaDoc flow for deck generation and engagement tracking
A custom GPT for deal strategy, pricing, and renewal scenarios
How he turns transcripts into ROI decks in under 10 minutes
What to do when AI fails (and how to recover fast)
This episode is a full-stack teardown of what modern sales execution can look like when AI isn’t just added — it’s integrated.
Guest Speaker (Jim Petrolla):
LinkedIn: https://www.linkedin.com/in/jamespetrolla/
Prompt Library- https://sales-ai-tools-0y25rr5.gamma.site/
Host (Rahul from Nevara):
LinkedIn: https://www.linkedin.com/in/rahulmwadhwa
Product: https://www.nevara.ai
Newsletter: https://newsletter.nevara.ai
The AI GTM WTF Podcast
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