Emails + Sequences
Best AI Tools, Tips, And Prompts For Sales Prospecting
If your reps are still using AI like it’s 2023 (or not using it at all), they’re already behind. In our Sales Shot, I sat down with four sales pros and AI enthusiasts whose teams are actually using AI for sales prospecting, not just talking about it. We’re talking AI-enhanced targeting and prospect research, coaching bots, live conversation sentiment tracking, even inbound AI voice agents that are outperforming humans (yes, really – so, will AI take over sales jobs? That’s a topic for another blog!)
Here’s what went down, and the best AI tools, tips, and prompts you’ll want to steal.
Smarter Targeting and Prospect Research
We kicked off with a game-changer: using AI to make sure you’re calling the right people. David Kreiger, SalesRoads, shared how his team uses Clay to qualify leads before reps ever pick up the phone. It pulls company data and uses AI to tell you if a prospect actually fits your ICP, saves hours of manual research, and gets your team focused on the right accounts.
John Buckley (from Sell Better’s Daily Sales Show) showed us Agent.ai, a no-code agent that scores a company for outbound fit with a single URL. He’s trained it on his ICP so it gives a quick thumbs-up or “hard pass.” No prompt writing needed.
Jax Gill (from Inspira Financial) took it even further. She trains ChatGPT to review a company’s website and her prospect’s LinkedIn profile, then find common ground to help her build rapport fast. She even gives it a list of her solutions and asks for possible pain points to reference in the convo. It’s like AI-powered pre-call prep, minus the rabbit holes.
Prompt ideas to steal:
- “Here’s my ICP. Here’s this company’s website. Is this a fit or not? Why?”
- “Compare my LinkedIn profile to [prospect’s name]’s. What do we have in common?”
- “Given this company and our services, what pain points can I lead with?”
Better AI Sales Prospecting Emails and Messaging
Let’s talk outbound emails. Doug Gibb’s team at Waste Management uses Conquer with GenAI email, which drafts emails based on past conversations and makes sure they don’t miss a promised follow-up. It pulls call and email history straight into Salesforce, so everything’s in one place.
David dropped this gem: if you write more than three emails a week, build a custom GPT. He’s trained his to match his tone and voice. Upload 50 of your best emails, and now your GPT can write in your style. It’s faster, but more importantly, it’s better.
WATCH: How to Build a Custom ChatGPT (shared by David)
James added Oliv to the mix. This tool sends him a cheat sheet before every call with company background, team bios, and even icebreakers. “Ask Chloe about her transition from radio hosting to content marketing” is way better than “Hope you’re well.”
One big reminder from everyone: AI-generated emails shouldn’t sound AI-generated. If your message is filled with fluff, jargon, or emojis in every line, it’s going straight to trash. Your prospects can smell it. Use AI to help, but still bring your brain.
Prompt ideas to steal:
- “Use my tone. Write a prospecting email for this company using the info from our last call.”
- “Summarize this LinkedIn profile in one sentence I can use as a cold email opener.”
- “Rewrite this message to sound more human, less like it came from a bot.”
Coaching, Confidence, and Call Reviews
AI isn’t just helping reps do the work. It’s helping them get better at it. David recommends using AI to coach yourself after calls. His reps drop their call transcripts into ChatGPT and ask for feedback. What could I have done better? What questions did I miss? It gives them a score and action steps to improve.
Jax uses AI before the call. She practices objections with ChatGPT in persona-mode. “Be a tough IT Director. Push back on cost.” It gives her reps a safe space to screw up and get better.
Doug’s team uses Conquer to transcribe and summarize every call. It flags sentiment dips, highlights next steps, and scores reps on their delivery. That all feeds into Ambition, where managers get a full coaching report before every one-on-one. And yes, even new managers can coach like pros because the system shows them exactly what to focus on.
We also shouted out Grw AI, a tool for roleplay call coaching. Reps can practice calls and get feedback based on real frameworks. It’s like flight simulator training for sellers.
I also shared how much I love using Fathom for call notes. I just click a button and boom, it gives me a clean sales summary with top pain points, current situation, and next steps. It’s fast, easy, and way more useful than generic transcripts. Use it for internal calls too to help you take notes and create to-dos.
Prompt ideas to steal:
- “You’re a skeptical IT Director. Let’s roleplay a cold call. Push back on price and security.”
- “Here’s my call transcript. What could I have done better? Give me a grade.”
- “Give me 3 coaching questions to reflect on after this call.”
Real-Time Insights and In-the-Moment Support
Sales moves fast. Reps don’t have time to dig through notes or scroll LinkedIn for the latest news. That’s where real-time insights come in.
James’s tip: Use LinkedIn Sales Navigator alerts. Ring the bell on your top prospects and accounts. You’ll get notified when they change jobs, get promoted, or post. Instant reason to reach out. That’s prospecting fuel your team is probably ignoring.
Doug’s team uses Ambition’s pre-read feature to prep for coaching. It pulls 90 days of call scores, KPIs, pipeline data, and even sentiment analysis so managers walk into meetings ready. Their AI-based pipeline insights show if deals are stuck, what changed, and where to focus.
David shared Trellus, a power dialer that lets reps pause mid-call to get AI-powered coaching suggestions. It’s like having a manager in your ear without the pressure.
Prompt ideas to steal:
- “Give me coaching advice based on this sales call recording.”
- “Summarize this opportunity pipeline for my one-on-one. What’s stuck and why?”
- “If my rep is below target on discovery, what should I review with them this week?”
AI for Inbound, Enablement, and Emotional Intelligence
You didn’t think AI was just for outbound, did you? David’s team is using Sela for inbound calls, and it’s outperforming human reps in tier-one qualification. The AI calls the lead, asks 2–3 qualifying questions, and routes the hot ones straight to an SDR. It’s efficient, repeatable, and for simple calls, often better than a live person.
James brought up Sybill, which reads facial expressions and body language during video calls. It sends post-call insights like, “Your buyer leaned back and widened their eyes when you said pricing.” That’s gold for follow-up and helps reps refine their messaging and emotional timing.
And of course, Doug’s team uses Microsoft Copilot, a company-approved, closed AI system integrated into their workflows. Their AI governance committee ensures compliance, which matters when your team is 50,000 strong.
Bonus tip from Jax: Use ChatGPT as your personal hype woman. “Give me a pre-call pep talk.” Or ask it to roast you. Either way, you’re showing up more confident.
Prompt ideas to steal:
- “Pretend you’re my mentor. Give me a 30-second pep talk before this big sales call.”
- “Roast me. What could I do better in my outbound pitch?”
- “Act like a buyer. Ask me 3 tough qualifying questions based on this service.”
READ: Confessions from a Late-Adopter: The Truth About AI for Revenue and Enablement Leaders
This session wasn’t fluff. These are real leaders, using real tools, getting real results. If your team is still scared of AI or waiting for some “perfect system,” you’re already behind.
The final takeaway?
“Use the time AI saves you to do the task better. Not faster. Better.”
– David Kreiger
TL;DR – Here are the best AI sales tools and how our panelists are using them:
- Agent.ai – James built an agent that scores companies instantly based on ICP fit, eliminating the need for prompt engineering
- Ambition – Doug uses it to prep managers for coaching with pre-read insights that include sentiment, pipeline data, and call scores
- ChatGPT – Jax shared how her team uses ChatGPT to simulate prospect objections and refine messaging before high-stakes calls; it’s like having a role-play coach on standby
- Clay – David uses Clay to pre-qualify leads and filter out non-ICP accounts, saving reps hours of manual research
- Conquer – Doug’s team uses it to auto-draft follow-ups based on call history and transcribe every conversation for coaching
- Fathom – We use Fathom here at Factor 8 to summarize sales calls and uncover real buyer pain points. Tip: Use it for both internal and external meetings to quickly extract key details, create to-do lists, and skip manual note-taking
- Grw AI – Lauren and Jax called it a flight simulator for sales; perfect for reps to practice and build confidence before high-stakes calls
- Microsoft Copilot – James noted that Copilot helps his team save time by summarizing long email threads and prepping for meetings straight from Outlook and Teams
- Oliv – James loves Oliv for the call prep emails, especially the personalized icebreakers like asking about career transitions
- Sybill – Doug mentioned using Sybill to flag buyer reactions mid-call, helping reps spot hesitation or interest and follow up more strategically
- Sela – David says Sela outperforms humans for tier-1 inbound lead qualification and is being used successfully in production
- Trellus – David mentioned reps can pause a call and get live coaching advice based on the persona or objection they’re handling
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How Real People are Winning the Sales Prospecting Game Using AI [Webinar]
How Real People are Winning the Sales Prospecting Game Using AI
[Video Recording]
Meet the Speakers
Lauren Bailey
Founder
Factor 8 & #GirlsClub
Lauren Bailey, known to many as “LB”, is a sales leader, enablement leader, and entrepreneur and founder of 3 successful brands: Factor 8, providing front-line job training for inside sellers and managers, The Sales Bar, a subscription-based virtual sales training platform, and #GirlsClub, a community and development program helping more women earn leadership positions in sales.
My mission is to walk alongside sales professionals as they develop the skills and best practices needed to find sales success. Our purpose is to show salespeople their true worth as the tip of the spear. I have the pleasure of hosting the best minds in sales every day and creating content that elevates the sales profession.
Connect with me @saywhatsales on Instagram, TikTok, and Twitter. Join us live daily to learn and grow into a top-performing sales professional.
Jax Gill
Training Manager
Inspira Financial
Jacqueline Gill is a Senior Manager in Sales Enablement who’s been at TTEC for 12 years—which in BPO years is basically a lifetime. While her official job is enabling sales, she’s also been known to jump into learning services sales conversations once the executive sellers work their magic. Think of her as the closer with a curriculum. Outside of work, she’s a proud mom of four and a firm believer that AI can help with just about anything—except maybe laundry.
Doug Gibbs
Sr. Inside Sales Manager, Tools & Technology
Waste Management
Forty-seven years’ experience managing teams and processes across two primary industries, Retail Department stores and Environmental Solutions/Logistics. The last eleven years have been invested with the Inside Sales Teams at WM, including managing retention and acquisition teams, then progressing to exploring, sourcing, procuring and implementing 3rd party tools and solutions to significantly improve both our customer’s and Sales Team’s experiences.
David Kreiger
President
Sales Roads
David Kreiger is the founder of SalesRoads, a leading sales outsourcing firm with over 17 years of experience helping businesses drive revenue growth by building winning sales teams. A seasoned entrepreneur and host of the “Sell Like A Leader” podcast, David champions a philosophy that sales success hinges on talent development and a people-first mindset.
7 Phone & Video Prospecting Tips for Sales Reps to Crush It
Plenty of sales reps love the convenience of email and LinkedIn prospecting. But poorly crafted, AI-generated messages do little to build rapport and trust with your prospects.
That’s why, as much as some people despise it, you have to pick up the phone.
As young reps continue to phase into the sales force, there is a growing challenge for them to get beyond the keyboard. And while the pandemic certainly didn’t help matters, fostering those face-to-face (or voice-to-voice) connections has become more critical than ever.
Suffice it to say that salespeople can’t afford to rest on their laurels. We have to fight harder to build pipeline, persuade prospects, and win deals.
That means moving from behind the keyboard, picking up the phone, and utilizing videos in prospecting.
If you’re ready to crush it, here are seven tips that can help our reps make the most of phone and video in their prospecting efforts.
1. Don’t rely on email alone
It’s important to connect with people on social and email, certainly. But think about it: when’s the last time you bought something over email?
Never mind that people are wary of scammers and phishing attempts. No one buys from text on a screen.
People buy from other people. More importantly, they buy from people they trust.
That doesn’t mean you shouldn’t use email. But there are ways to make email more engaging and personal.
For example, emails that use video get a 96% higher click-through rate than those that don’t. It makes sense: video shows off your face, which helps to foster that personal connection.
So if you’re relying on a “spray and pray” approach to email where you’re sending as many as you can hoping for something to stick, just stop. You’ve got way more tools at your disposal.
2. Make your videos watchable
Just getting started using video in your prospecting efforts is a great first step. But if you really want to maximize your chance of success, then you need to make your videos as watchable as possible.
Most people drop off of videos 70-80% of the way through. So it’s important to structure your video so you get their attention and deliver necessary value as quickly and efficiently as possible—before they click away.
Here are some tips to make your videos more watchable:
- Start with empathy. Show the prospect that you truly understand the problem they’re facing.
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- Lead with value. Catch the prospect’s attention by offering something to help with that problem as early in the video as possible.
- Use a list to structure your video. “3 things before our call tomorrow,” or “4 things I noticed on your website.” That will help make the video more scannable and increase the prospect’s likelihood of retaining that information
- Caption your video. Adding captions to videos can increase the watch rate by up to 80 percent. Captions also help with scannability.
- Put your call-to-action in the middle. It logically makes sense to throw the CTA at the end. But by that point, most people have dropped off. Put it in the middle to increase the likelihood that people will actually see it.
3. Use the prospect’s name off the bat
The first few seconds of a video are key to getting your relationship with the prospect off on the right foot. One great way to do this: use the prospect’s name.
This goes back as far as Dale Carnegie: people perk up when they hear their own name. When you use their name, you set the tone of the relationship as a familiar one, which increases their likelihood to trust you.
What’s more, when you use a prospect’s name in a video, it’s proof that you aren’t batch-sending messages. You’re taking the time to record a personalized message, which shows that you’re putting effort into building that connection.
WATCH: 10 Tips for Building Human-to-Human Connections on Sales Calls
4. Don’t just call prospects once
It’s no surprise that phone calls used in tandem with email help to increase the likelihood of a response.
The problem, however, is that only 10% of sales reps make more than three attempts to reach a prospect. Calling more than three times may seem like a lot, when you consider that it takes anywhere from seven to fourteen touches to get a conversation with a prospect, then frequent follow-up is key to making that conversion.
Also remember that while email and social media are powerful tools, they have one purpose: to get you on a call with the prospect. That’s the only way you’ll be able to sell them.
5. Don’t waste time following up if your data is incorrect
Spray and pray is popular because it’s quick and easy. Even if half the data is incorrect, you’re spending so little time on each prospect that it nets out positive.
But when you’re taking the time to follow up multiple times, record videos, and build relationships with prospects, investing in the wrong people can be a significant time sink.
That’s why it’s important to do your homework. One tip we recommend at Factor 8 is if you get a voicemail, hit the 0 button to find the directory or talk to someone else in the company.
What I tell people is: try to be James Bond for about 10 dials. You’re going to learn something critical that will help you find the right person or provide you with important information that you can then use to land the deal:
- Who reports to who?
- What system do they have?
- How long has your decision maker worked there?
- Are there any current projects that are a priority?
- How many employers/locations are there?
- Other key influencers that you should include in the process?
Use your personality, talk to people, and get some critical account information that can help you become more successful as you build your relationship with them over time.
READ MORE: How to Use Sales Intelligence to Boost Profits
6. Qualify, qualify, qualify
First of all: sales qualification is not the same as lead qualification. The latter is a marketing indication that a prospect may be ready to buy due to their engagement. Sales qualification is about how much money you can make with a particular account—what’s the potential that they’ll buy from you?
There are a number of factors that go into play here:
- Size of sales team—more reps means more revenue
- Is the company B2B or B2C?
- What tools or platforms does the company already have (especially important if you sell SaaS)?
- Do salespeople have to acquire their own tools or does the company provide them?
One great tip for this: don’t blow past the gatekeepers! In your haste to get to the decision maker, you may end up missing the opportunity to gain some vital information on the company that can help you tailor your video and phone communications.
READ MORE: How to Build an Account and Lead Qualification Strategy
7. You were hired for your personality—use it
If marketing could source leads and close deals on their own, we wouldn’t need sales.
The reason you have a job is because salespeople can do something marketers just can’t. You weren’t hired to send canned messages. Marketing can do that more efficiently than you.
Salespeople are there because personality makes a huge difference in how prospects feel about potential vendors. For many businesses, it’s the people that are the differentiator between themselves and their closest competitors.
So let people get to know you. You’ve been hired to be a personality. Use it!
If your sales team struggles to use phone and video effectively, Factor 8 can provide the training and resources needed to get everyone up to speed. Learn more about our training and coaching services here.
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Fix Your Sales Pitch! 5 Easy Ways to Get More Leads [Webinar Recording]
Fix Your Sales Pitch! 5 Easy Ways to Get More Leads
[Video Recording]
Sales Outreach: How to Incorporate Emails and Phone Calls Into Your Sequences
You’ve heard of sequences, right? They are an integral part of your sales outreach and a magical combination of touchpoints to your prospects that, if all goes well, will result in a REALLY good sales call. Recently, the AMAZING Brooke Bachesta of Outreach, aka the gurus of outreach and sequences, and I got together to talk about how to build the perfect sequence! Brooke (who also happens to be a #GirlsClub Gen 1 graduate) is a wealth of knowledge and we were so lucky to grab a little time with her. Okay, it’s time to get into the good stuff!
Let’s start with the basics…
What is a sequence?
A sequence is a repeatable set of steps used to connect with potential customers. These could be a manual list of emails that you send or reminders you set for yourself to connect on LinkedIn (Tip: it’s a heck of a lot easier if you use software like Outreach or additional tools that allow you to automate nearly everything!) Think of it as you setting your future self up for success.
When do we use sequences?
The idea behind a sequence is to connect with people who are not totally familiar with you or your company. So, you can (and should) be using a sequence in any of these situations:
- Top of funnel
- Prioritized prospecting
- Refining your ‘hit list’
- Cold Leads
- Warm Leads
- Account penetration
- Account revitalization
- Anyone else you’re not talking to on the regular
What is in a sequence?
The most successful sequences include a multi-channel campaign. When we say multi-channel, we mean a combination of email, phone calls, LinkedIn, direct mail, etc. Essentially, you want to use every available form of communication to try and find the one that will get you some virtual or live face time with your prospect.
What makes a GREAT sequence?
All of the following:
- A multi-channel campaign
- Phone, Email, LinkedIn, Text, Direct Mail, Carrier Pigeon (just kidding!), etc.
- About 2 weeks of effort before changing strategies
- 15+ touchpoints per contact
- 3 days or less between touchpoints
We get it, 15+ touchpoints in 2 weeks sounds like a lot, but we promise there is research to back us up. Skip Miller released a really great book called Outbounding. One of the things he found was that if you wait for more than 3 days between touchpoints the prospect is going to forget who you are. Think of it this way, even if your prospects are not responding to you, shortening the time between your reachouts helps them to at least have familiarity with your name. While they might not pick up on the first call, they may answer on the 5th call. With this under 3 3-day window, they are more likely to, at the very least, recognize your name and be more inclined to talk.
How can I write a really great sales email?
Spoiler alert! People don’t really care who you are or what you sell. So, we have to bring them in and smoothly transition right to the point. Great emails typically hit all of the following marks:
- 4-5 word subject line
- Creative & relevant content
- 150(ish) words total. We want it to be short enough to read on your phone
- Use the SWIIFT℠ Method (So What’s In It For Them) – learn more about SWIIFT℠ HERE
- Cleanly and uniformly formatted
- Stick to a structure:
- Make it personalized to them, their company, their industry
- Highlight the areas for potential pain
- Seamlessly transition to how you can help
- Provide relevant social proof
- Include a call to action
READ: How to Write Better Sales Emails: 12 Actionable Tips
How about voicemails, should you leave one?
YES! I beg you, please, leave voicemails EVERY. SINGLE. TIME. We’ve already mentioned that there are 15 touches in a good sequence. About half of those touches should be voicemails. You are already putting in the time, doing the research, and making the calls… but if you are not leaving a voicemail, then it’s like that phone call never happened.
Hot Tip: before picking up that phone for your first call of the day, make sure your voice is warmed up. Whether that first call results in a living, breathing human on the other end or a voicemail, if your voice cracks it’s not a good look (err, sound).
DOWNLOAD: 4 Voicemail Script Samples
What makes a great voicemail?
Here are some tips for leaving a great voicemail:
- Make it 10 seconds or less
- Put some personality in your message and don’t read directly from a script. Pretend you’re talking to your best friend
- Be clear in your messaging
In a great sequence, there will be about 7 phone calls. For most contacts that could equate to as many as 7 voicemails. So, switch up the message styles. My 4 favorite types of voicemails are:
- Urgency
- Mystery
- Value
- Lever
Insider Tip: in your sequence notes, keep track of the type of voicemail you leave. This will help you know what to say when they call you back and can help you find patterns in the styles of voicemail that are most successful for you. You can read more about my 4 favorite voicemails HERE.
Here are two examples of great sequences from our friends at Outreach:
What’s the difference between these two?
If you read through, you would think these two sequences are exactly the same. And they almost are, with one BIG difference: the 1st email. The “manual” sequence includes a templated email (that may have a tiny bit of personalization). While the “personalized” sequence, on the other hand, includes a truly personalized email, like one written from scratch.
When do you use each type?
You will likely find yourself using the manual sequence for the majority of your top-of-funnel, prioritized prospecting, when refining your ‘hit list’, and cold leads. The return rate on automated emails is roughly 1%. So, we don’t want to spend too much time writing a truly personalized email for an unqualified account.
Now, when we’re talking about account penetration and account revitalization, we would recommend a personalized sequence instead. For these types of prospects, you will likely have solid background information or have had prior contact with the recipient. Warm leads will likely fall under this category as well, especially if you have spent time speaking with them at say a conference or networking event.
*Gasp* your sequence worked and they answered the phone! Now what?
Before starting your call series you should craft a couple of standard (but still great) intros for when your prospect actually answers. The key is to remember not to sell in the intro, instead focus on helping. The goal of your intro is to get your foot in the door and to get your prospect talking. Selling comes later.
Here’s what a great standard intro is going to include:
- It should be short and focused on what’s in it for them (think SWIIFT℠)
- Includes the goal of the call
- Should end with a question
- The entire goal of your intro is to GET THEM TALKING
The questions you ask in your intro should be short and shouldn’t require too much thinking. We want to aim for yes or no questions, or questions that involve an auto-answer. Think things like “How many reps are on your team?”, “Are you outbound or inbound?”, “Looking to add a couple of new team members?” Get them talking and THEN we transition to the sales call.
WATCH: Quick Tips For Better Cold Call Openings
Wondering what NOT to include in your intro?
If you play your cards right, there will be plenty of time for selling either later in this first call, or during your follow-up (more tips on bridging to the follow-up call here). The first time your prospect answers the phone, your job is to get them talking and engaged. We’ve talked about what to do… now let’s touch on what NOT to do:
- No social proof
- No introducing yourself
- No value props
- No features or benefits
- Remember: Don’t sell – do help!
Shoving research in their ear as soon as they answer isn’t appealing. The prospect doesn’t care if you’re the regional vice president for the mid-coast Atlantic region of your company’s XYZ division. In the first 2 minutes of the call, they don’t care what your amazing features are. What they care about is getting their job done better, faster, and easier. So, let’s start out by showing them how we can help!
Remember, the whole purpose of a sequence is to amplify your already amazing sales skills and get you to the finish line faster. So when working on your sales outreach, take time crafting your initial sequence cadence and your templated emails (if you’re going the manual sequence route). Future you will say “Thank you!”
If you’d like even more information on crafting the perfect prospecting message or sequence, you can watch our whole session with Brooke HERE!
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How to Use ChatGPT to Write Sales Emails
In the digital age, email remains a highly effective way to reach potential customers. However, crafting a compelling sales email can be challenging. That’s where ChatGPT comes in. As an OpenAI language model, ChatGPT can help you write effective sales emails that grab your audience’s attention and convert them into customers by using artificial intelligence. In this blog, we’ll show you how to use ChatGPT to write sales emails that get results.
***
I’m gonna be honest with you: I didn’t write that blog intro. Instead, I asked ChatGPT—a language model trained by OpenAI—to write it. (It’s a little formal, but not bad, eh?)
It’s hard to have a sales or marketing conversation without hearing about artificial intelligence, especially ChatGPT. It’s either the best thing since sliced bread or an evil supercomputer that’ll bring about the end of the world. Most people, I think, fall somewhere in the middle.
As a sales leader, should you be scared of ChatGPT? Or should you embrace this new technology and use it to make your sales teams better?
Although there are lots of potential use cases, in this blog I’ll focus on one: using ChatGPT to write sales emails.
READ: How To Incorporate Sales Emails Into Your Sequences
A tale of two prompts: why you need to be specific when using ChatGPT to write sales emails
ChatGPT can churn out sales scripts and email templates faster than a human writer can. The question is: is it any good? And for sales reps specifically: will it get you more meetings and help you close more deals?
The answer: it totally depends!
In order for ChatGPT to work well, it all comes down to the quality of the prompt. If you have a detailed prompt that provides the AI with the right information, you’re good to go.
Compare the following examples:
***
Prompt: Write a sales email template for Factor 8.
Result:
Subject: [First Name], Boost Your Sales with Factor 8’s Sales Training Programs
Dear [First Name],
I hope this email finds you well. I wanted to introduce you to Factor 8, a leading sales training company that can help you increase your sales revenue and enhance your team’s performance.
At Factor 8, we understand that sales is a competitive and constantly evolving industry, and we’ve designed our programs to help your team stay ahead of the curve. Our training courses are tailored to meet your unique business needs and goals, and our experienced instructors will work with your team to develop the skills and techniques necessary to close more deals and exceed quotas.
Here are just a few of the benefits you can expect from our sales training programs:
Increased sales revenue: Our training programs are designed to help your team close more deals and exceed quotas, leading to higher sales revenue and improved profitability.
Improved team performance: By providing your team with the skills and techniques necessary to succeed in the competitive sales industry, our programs will help your team perform at their best.
Customized training solutions: We understand that each business has unique needs and goals, which is why we offer customized training solutions tailored to your specific needs.
Experienced instructors: Our instructors have years of experience in the sales industry, and they are committed to helping your team succeed.
To learn more about how Factor 8 can help you improve your sales performance, please visit our website or reply to this email to schedule a call with one of our sales representatives.
Thank you for your time, and I look forward to hearing from you soon.
Best regards,
[Your Name]
[Your Title]
[Your Company]
***
Okay, so it’s not terrible, but let’s be honest – there are a ton of problems with that email:
- It’s wayyyyyy too long (yawn)
- A lot of the copy seems canned
- There’s no personalization within the email
Now, let’s see what happens when we’re more detailed in the prompt.
***
Prompt: Write a first-touch sales email template initiating contact between a Business Development Rep at Factor 8 and a mid-level Sales Manager at Meta. Structure according to the AIDA framework: Attention, Interest, Desire, Action. Make sure there’s at least one question in the body of the email. Be sure to reference our key value proposition: Factor 8 rep & manager training drives topline growth. The call-to-action for the email is to set up a 15-minute introductory call. Limit output to 125 words or less.
Result:
Subject: Increase Your Sales Revenue with Factor 8’s Manager Training
Hi [First Name],
As a Sales Manager at Meta, you know how important it is to have a well-trained team. That’s why I wanted to introduce you to Factor 8’s training programs. Our training is tailored to meet your unique business needs and goals. Our experienced advisors will equip you with the skills necessary to improve your team’s performance and drive topline growth.
Are you available for a quick 15-minute call this week? Let’s discuss how we can help you achieve your sales targets.
Best regards,
[Your Name]
Business Development Rep, Factor 8
P.S. You can learn more about our training program on our website.
***
I wouldn’t call that a perfect sales email – but it’s definitely headed in the right direction. Most sales reps could probably use that copy as a starting point, then edit and personalize to be more engaging for their target prospect.
Tip: Want to sound less formal? Just add that you want a more casual tone to the prompt.
READ: How to Write Better Sales Emails: 12 Actionable Tips
What We Can Learn from ChatGPT
Here are my takeaways:
- Understand the intent behind your copy. ChatGPT isn’t a mind reader. It doesn’t know why you want to generate copy or your intended result. So just like in the example above, you need to be specific. (Which means you need to have it figured out before you sit down with the AI. It’s a robot, but don’t waste both of your time!)
- Gather necessary information in advance. Before you begin the AI writing process, gather all the information you need to create your copy. ChatGPT can pull in some information, but others you’re going to need to specify or add in later.
- Be as detailed as possible in the prompt. The more information you provide ChatGPT, the better and more relevant it will be. Always add the tone of your messaging into the prompt.
- Fine-tune your copy. You’ll probably noticed that even with a detailed prompt, ChatGPT wasn’t able to create an engaging sales email. There’s still a gap between AI capabilities and copy that’s engaging to a human reader. Your reps (and maybe even internal your copywriters) will need to bridge that gap. Use ChatGPT as a starting point, and then refine!
- Test and optimize. Like any good sales asset, once your copy is finalized, it’s important to test it to see how it performs. Create different versions and take them for a spin! You only know if you try.
In the end, is ChatGPT worth it for your sales team? The answer is: it still depends. If it helps jumpstart your creative process to help you generate email templates faster, then it could be great!
But if your reps want to use it as a shortcut instead of doing the hard work to understand the client, gather information, and compile the best ways to engage them – then keeping it all human might be the better way to go.
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