Prospecting

Sales Intros AI

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How to Use AI to Write a Better Sales Intro

Most sales call introductions fail because they sound exactly like sales call introductions.

You know the one. “Hi, my name is Lauren and I’m calling from XYZ Company, we’re the leading provider of blah blah blah…” The prospect checked out three seconds in. They’re scanning emails, mentally planning dinner, and looking for the fastest way off the phone.

That’s not a conversation. That’s a pitch disguised as a greeting. And it’s killing your pipeline.

After 20+ years of training Fortune 500 sales teams, I can tell you this: the reps who book the most meetings aren’t the ones with the best pitch. They’re the ones who get the prospect talking before they even realize they’ve taken a sales call.

Here’s how to use AI to craft a sales intro that’ll engage your prospects and get them talking.

First, Let’s Reframe What Selling Actually Is

Nobody wants to feel “salesy.” That word makes people cringe because of the stereotype: pushy, aggressive, slimy. A HubSpot poll found that only 3% of people trust salespeople. (Still just above politicians, so there’s that.)

But here’s what most people forget. Buying is fun. Think about the last thing you bought that made you genuinely happy. If buying feels great, then helping people get there should feel great too.

Selling is connecting one on one with another human to help them accomplish their goals. That’s the real definition. When you reach out to a prospect who’s stuck between “maybe” and “do nothing,” you’re not being pushy. You’re helping them get past the analysis paralysis. You’re making it easier to solve their problem.

Less than 10% of buyers will close themselves without any human help. That’s a lot of money left on the table because nobody picked up the phone.

WATCH: AI Sales Intros That Capture Leads in 30 Seconds

Why Phone Prospecting Still Matters

I know. You’d rather just email or DM people on LinkedIn. It’s more comfortable. It feels less intrusive.

It’s also three times less effective.

The noise in inboxes is deafening. Even with AI-personalized outreach, written messages alone don’t cut it anymore. The most efficient sales prospecting strategy uses all channels: social, email, and phone. But if you want the biggest results, you have to call.

Here’s the math. If you carve out one hour a day to reach out to 20 leads by phone, you’ll talk to one or two of them. Do that five days a week and you’ll touch 100 leads, have 5 to 10 real conversations, and rack up more than 200 first-base conversations in a year.

How many do you have now?

Research from CEB shows that 53% of the time, buyers will choose the seller who was first to add value. Not just first to reach out. First to actually be useful. That’s the key. Being first without adding value doesn’t work. Volume plus value does.

And here’s the thing most reps don’t realize: it takes 8 to 12 attempts to actually reach a decision maker. But nearly 50% of sellers give up after just one call. Less than 2% will make more than six. If you persist, you will be the first one to have a real conversation with that buyer. That’s a massive competitive advantage.

The Biggest Cold Call Introduction Mistakes Reps Make

Before we build a better intro, let’s talk about what’s broken. And let’s be clear: don’t be like every other rep who shows up and throws up. You know the ones.

Pickup and Pitch. “Hey, my name is Lauren and we’re the leading provider of this and that and I can da da da…” They just pitch. It’s pickup and pitch, and it gives sales a bad name. They didn’t pick up the phone to get pitched at. They picked up because they thought it was their kid’s school calling.

“Are you the person in charge of…?” I’ll lie to you to get out of having a sales call. This one screams sales call so loud that your prospect will say anything to end the conversation.

The Value Prop Intro. “Hi, this is Lauren. I’m calling with #GirlsClub, and we’re the premier community for women in revenue to get promoted faster.” Ugh. Shut up. I did not pick up the phone to hear your positioning statement. This is another very popular bad intro.

“Just calling to introduce myself.” Your mom might care. Nobody else does.

“Just calling to touch base.” Drum roll please. This is the most often used intro line in sales, and it’s horrible. Don’t touch my base. Don’t touch anything.

All of these fail for the same reason. They make the call about you. Your company. Your product. Your agenda. The prospect doesn’t care about any of that yet.

DOWNLOAD: 20 Value-Add Reasons to Call Your Customers

What a SWIIFT Sales Call Introduction Actually Is

SWIIFT stands for “So, What’s In It For Them”. It’s a call introduction framework designed to capture attention, get the prospect talking, and start a conversation before they realize they’ve taken a sales call.

A good SWIIFT intro does three things:

  • It’s under 10 seconds
  • It answers three questions: Who are you? What do you want? Why should I care?
  • It ends with questions that get the decision maker talking fast

The goal of your introduction is not to pitch. It’s not to gain credibility. It’s not to check off items on your call sheet. The goal is to get them talking. Because the second they start answering questions, they stop doing email. They stop multitasking. Now you’re in a conversation, and you’re on first base.

Here’s the formula:

  1. Their name (loud enough to be a pattern interrupt)
  2. Your name and company (abbreviated, fast, they’ll ask again later)
  3. One SWIIFT ear perk (a single value that makes them look up)
  4. 1 to 3 closed SWIIFT questions (easy to answer, gets them talking)

That’s it. No pitch. No product description. No “let me tell you about our award-winning platform.” Just enough to start a conversation.

The 6 Value Levers That Perk Up Attention (Plus One Bonus)

The ear perk is the secret sauce of the SWIIFT intro. It’s one short sentence that hits a value your prospect actually cares about. We call them the SWIIFT Six:

  1. Time – “I’m calling to save you some time on…” Everyone’s busy. Time savings always land.
  2. Money – “I’m calling to help you kick up the ROI on…” More revenue, less cost, better margins.
  3. Ease – “I’m calling to make this a lot easier for you.” This is the hot button for working parents and overwhelmed managers.
  4. Reputation – “I’m calling to make sure you’re the hero on this.” Looking good, being recognized, being the one who brought in the solution.
  5. Power – “I’m calling to help you get control over…” Control and influence motivate more people than you’d think.
  6. Risk – “I’m calling to pull all the risk out of…” Insurance, compliance, protection. If your product reduces exposure, lead with it.

Factor 8 SWIIFT 6

And the bonus lever: a name. When someone hears “Mark in Legal asked me to give you a call,” they instantly give you credibility. Levers like referrals, mutual connections, or internal names are the most powerful ear perks you can use.

Pick one. Just one. Your instinct will be to cram your entire value prop into this sentence. Resist. When I teach this in workshops and ask people what they remember from each other’s intros, they always say the same thing: one word. “Risk.” “Easier.” “ROI.” That’s all they heard. Don’t overcomplicate it.

You can use AI to help pick the right lever. Ask ChatGPT or your AI tool of choice: “Which of these six business values would a VP of Sales care most about?” or “What does a working mom in operations value most?” Then build your ear perk around the answer.

Why Closed Questions Beat Open Questions at the Start of a Cold Call

Here’s where I’m going to go against what every sales training has ever taught you.

Most sales trainers say always ask open-ended questions. And in discovery calls, that’s great. But on a cold call introduction, open questions are a disaster.

Think about it. Your prospect wasn’t expecting your call. They’re busy. They accidentally picked up. And now a stranger is asking, “What’s keeping you up at night when it comes to hiring?” Their brain tries to process it, can’t come up with an answer fast enough, recognizes you’re a salesperson, and decides to get rid of you.

Instead, use closed questions. Yes or no. A number. One or two words.

There’s a scientific phenomenon called instinctive elaboration. When someone asks you a question, your brain stops what it’s doing and hunts for the answer whether you want it to or not. If I ask, “How old are you?” a number popped into your head just now. That means it’s halfway out of your mouth.

Closed questions exploit this. They’re fast, they’re easy, and they get the prospect talking before they’ve had time to put up a wall.

Compare these two:

Option A: “You’ve got over 50 sellers on your team these days, right?”

Option B: “How have you and your team managed to attack virtual onboarding ramp times given that they’re getting longer at most companies I work with now that work is remote?”

You stopped listening in the middle of B. So did your prospect. A is the winner, every time.

How to Tell If Your AI-Written Sales Intro Actually Works

Let’s put it all together. Here are two complete SWIIFT intros side by side. One works. One doesn’t. If you’re using AI to generate intros, this is how you evaluate what it gives you.

Option A: “LB here with Factor 8. I’m calling to see if I can help your team hit quota sooner. Are you primarily B2B there? Do you outbound or inbound? How many sellers under you?”

Option B: “LB here with Factor 8. We’re the leading provider of virtual sales skills for inside sales teams. We work with companies like yours to shorten new hire ramp. Is that interesting to you?”

A is the winner. Hands down.

A leads with one value (hitting quota sooner), then immediately gets the prospect talking with three fast, closed questions. B leads with a company pitch and ends with a question that’s basically asking the prospect to reject you.

“Is that interesting to you?” is an invitation to say no. “How many sellers under you?” is an invitation to have a conversation.

Now here’s what it looks like when you add a lever:

“Mark? LB here with Factor 8. Your VP of Sales asked me to give you a call and I promised him I would. Have you worked with David for a while now? Are you running inside sales or field sales for him? How many reps on your team?”

That’s three easy questions. By the time they answer the second one, you’re in a conversation and they’ve forgotten they accidentally picked up a sales call. That’s first base.

How to Use AI to Draft Sales Intros Without Sounding Like a Bot

AI is a fantastic tool for generating SWIIFT intros. But it’s a starting point, not the finish line.

Here’s how to use it well. Feed your AI tool these inputs:

  • Who you’re selling to (title, industry, persona)
  • What your product does in one sentence
  • Which of the SWIIFT Six values resonates most with your buyer
  • Your name and company name (abbreviated)

Then ask it to generate a SWIIFT intro under 10 seconds with one value-based ear perk and two to three closed questions.

DOWNLOAD: The SWIIFT℠ Intro AI Prompt

What you’ll get back will be close. But you’ll need to do two things: cut it shorter (AI loves to be wordy) and make it sound like you. Read it out loud. If it sounds like a brochure, rewrite it. If it sounds like something you’d say to a friend’s colleague at a barbecue, you’re golden.

The best reps use AI to generate five or six variations, pick the best one, and then practice it until it feels natural. That’s the move.

Grade Your Intro Before You Dial

Before you pick up the phone, run your SWIIFT intro through this checklist:

  • Is it under 10 seconds?
  • Does it answer who you are, what you want, and why they should care?
  • Does it use a single value (not three stacked together)?
  • Does it end with 1 to 3 closed, easy-to-answer questions?
  • Would it perk your ear if you heard it?
  • Would you actually answer those questions?

If you can check every box, you’re ready. If not, shorten it, sharpen the value, and simplify the questions.

Get the Conversation, Not the Pitch

You can’t close more deals until you talk to more people. You can’t talk to more people if your intro sounds like every other sales call they’ve gotten this week.

Stop leading with your company name, your product features, or your credentials. Start leading with what’s in it for them. Be SWIIFT. Keep it under 10 seconds. Get them talking. And remember: the goal of the intro isn’t to sell anything. It’s to start a conversation.

Because nobody ever bought anything during a sales call introduction. But plenty of deals started with one.

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sales prospecting

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7+ Sales Prospecting Tactics to Build Pipeline Fast

Prospecting is the part of sales most reps would happily outsource, avoid, or procrastinate on if given the chance. And the data backs that up.

In our most recent research, 60% of reps say prospecting is the hardest part of the sales cycle. No wonder pipelines feel harder to build than ever.

But here’s the catch.

Prospecting might be uncomfortable, time-consuming, and frustrating, yet it’s still the single biggest driver of pipeline. 

No prospecting means no conversations.
No conversations means no meetings.
No meetings mean no deals.
And no deals means a very awkward forecast meeting.

What makes this even more painful is that most sellers are putting in the time. They’re just spending it in the wrong places.

Our data shows reps spend the majority of their prospecting effort on email, social (hello LinkedIn), and texting because it feels safer and easier. Less rejection. Fewer awkward moments. More boxes checked.

But when you look at the meetings that actually get booked and the deals that actually close, the story flips.

The phone consistently ranks as the most effective channel. Leaders see this gap clearly too. Nearly 40% of sales leaders say they wish their reps would pick up the phone more.

phone sales stat

And buyers? They’re not nearly as anti-phone as sellers think.
82% of buyers say they’ve accepted meetings after multiple cold calls, and 74% say they choose the seller who is first to add value.

In other words, prospecting isn’t broken. The way most sellers are taught to do it is.

Prospecting isn’t about grinding longer hours, blasting more messages, or hoping something sticks. It’s about prepping smarter, planning your day, and knowing exactly what to say and why before you ever pick up the phone.

Why Prospecting Feels So Hard Right Now (And Why You Still Can’t Skip It)

Selling today is loud.

Buyer inboxes are flooded. Spam filters are smarter. LinkedIn DMs are packed with copy-and-paste messages. AI has made it easier than ever to send more outreach, which means buyers are spending more time ignoring it.

At the same time, buyers are busy. Internal meetings. Budget reviews. Tool fatigue. Decision fatigue. Even when interest exists, attention is scarce.

Sellers feel this every day. In our research, reps are not asking for more pressure or more meetings. They want tools that make their job easier and training that helps them say the right thing. Managers feel the strain too. Burnout is real.

So yes, prospecting feels harder than it used to.

But here’s the part that hasn’t changed. You still can’t skip it.

Prospecting is how pipeline starts. It is how conversations begin. It is how deals enter the funnel instead of magically appearing halfway through it. What has changed is that the old spray-and-pray approach does not survive in this environment.

More emails will not fix it.
More automation will not fix it.
And “just try harder” definitely will not fix it.

Modern prospecting requires intention. Knowing who you are calling, why you are calling them, and what you are trying to accomplish in that moment. Not jumping straight to a pitch. Not forcing a meeting ask before you have earned it.

The answer is not more activity. It is better preparation.

The Real Goal of Prospecting (And Why Most Sellers Get It Wrong)

Most sellers go into prospecting with one goal in mind. Book the meeting.

On the surface, that makes sense. Meetings lead to opportunities. Opportunities lead to deals. Deals make quota feel slightly less awful.

But this mindset is where prospecting starts to break down.

When sellers treat every call, email, or voicemail like it has to end in a meeting, messages get heavy fast. Value props show up too early. Case studies sneak into voicemails. Discovery questions get asked before a buyer has even agreed to talk. Outreach starts sounding like a pitch instead of an invitation.

It also makes rejection feel personal. When the goal is “get the meeting,” anything short of a yes feels like failure. That wears people down quickly, especially when most prospecting attempts will not convert on the first touch.

Here’s the shift.

The goal of prospecting is not to book the meeting.
The goal is to start the conversation.

You cannot get home if you cannot get on first.

Prospecting works when you break it into smaller, more realistic goals.

  • Get their attention
  • Get a response
  • Get them talking

Once someone replies, calls you back, or engages, you have earned the right to sell. Not before.

This is why shorter messages work better than longer ones. Why curiosity beats credibility early. And why sellers who focus on engagement instead of pitching consistently build more pipeline with less effort.

Prospecting is not about forcing an outcome. It is about opening the door.

Prospecting Emails, Voicemails, and Call Intros Are Not the Time to Sell

This is where a lot of sellers lose momentum before they ever get started.

Early outreach is not the place to pitch. It is not the place for your value prop, your customer logos, your case studies, or your discovery questions. When sellers try to sell too early, buyers do exactly what you would do. They scan, decide “no,” and move on.

The purpose of early outreach is simple.

Get noticed. Get a response. Start a conversation.

That is it.

sales email script

When sellers treat prospecting like a mini sales presentation, messages get long, tone gets salesy, and response rates drop fast. Shorter, lighter, more human outreach consistently works better because it respects the buyer’s time and attention.

Think engagement first. Selling comes later.

Speed Wins. Shorter Messages Work Better.

One of the biggest prospecting myths is that more preparation always equals better results. In reality, over-preparing often slows sellers down and keeps them stuck in research mode instead of having real conversations.

Speed matters in prospecting.

Shorter messages are easier to listen to, read, and respond to. Buyers are far more likely to engage with something that feels quick and low effort than something that feels like homework.

LinkedIn outreach script

This applies across every channel:

  • Short call intros beat long explanations
  • Short voicemails beat detailed messages
  • Short emails beat value prop dumps

Your job is not to explain everything. Your job is to earn the next step.

Phone Still Works. You Just Need Support from Other Channels.

Despite how uncomfortable it feels, the phone continues to outperform every other channel when it comes to booking meetings and closing deals.

That does not mean email, LinkedIn, or text are useless. They matter. They support the phone. They reinforce familiarity. They help warm things up.

But they work best when they are part of a plan, not the plan.

The strongest prospecting strategies use multiple channels together, with the phone leading the way and digital channels supporting it.

How to Prep Before You Ever Start Prospecting

Good prospecting starts before the first dial. The goal is not to research everything. It is to prepare just enough so you can move quickly and stay consistent.

When Should You Call

Timing matters more than most sellers think. You don’t need to guess or test endlessly. Patterns are pretty consistent.

  • Best days to call: Tuesday, Wednesday, and Thursday
  • Best times to call: 8–9am and 4–6pm (local time)
  • Reaching executives: Before 8:30am and after 5pm
  • Sneaky underrated window: Friday late afternoon

Calling at the right time doesn’t guarantee a conversation, but calling at the wrong time almost guarantees you won’t get one.

What You Need Ready Before You Call
  • A clear call goal
  • A short, practiced call intro
  • One rapport builder
  • A simple value hook
  • A voicemail plan if they do not answer

That is it.

You do not need pricing.
You do not need a case study.
You do not need their full job history.

Less is more.

DOWNLOAD: How to Plan for Prospecting

Group Your Leads to Save Time

Prospecting gets dramatically easier when you stop treating every lead like a brand-new project.

Common ways to group leads include:

  • CRM history or past activity
  • Trigger events
  • Role, industry, or company size
  • Location or territory
  • Social or personal connection

Grouping leads allows you to stay focused, consistent, and fast.

Group Your Research Too

You do not need to reinvent your prep for every single person.

Group your research around:

What should be personalized every time is the rapport builder. Everything else can be reused and refined.

READ: What Is the SWIIFT℠ Selling Methodology?

Never Prepare Twice

Future you will thank present you for taking better notes.

Capture:

  • Which group the lead is in
  • Which value hook you used
  • The rapport builder
  • Your call goal
  • The type of voicemail you left

This keeps follow-up clean, relevant, and efficient.

Why Voicemails Matter More Than You Think

If you are calling and not leaving voicemails, you are doing extra work for nothing.

Voicemails are touches. Touches create familiarity. Familiarity drives responses.

The most effective voicemails typically fall into one of these categories:

  • Urgency
  • Mystery
  • Value
  • Leverage

sales voicemail scripts

You do not need to explain everything. You just need to give them a reason to call you back.

What to Do When They Pick Up

When a buyer answers, the goal does not change.

Do not pitch. Engage them.

WATCH: Why You Need To Stop Pitching & Lead With Value Instead

The strongest conversations follow a simple flow:

  • Show appreciation for their time
  • Use a light rapport builder
  • Share a clear SWIIFT-style goal
  • Offer a pain reliever
  • Add a credibility booster if needed
  • Ask for a low-pressure next step

SWIIFT intro

Selling happens after the response, not before it.

Prospecting Is a Skill, Not a Personality Trait

Prospecting feels hard because most sellers were never taught how to do it well. They were taught to grind, push through rejection, and figure it out on their own.

There is a better way.

Prospecting works when sellers prep smarter, plan their day, and focus on conversations instead of outcomes. When done right, it takes less time, creates better engagement, and builds healthier pipeline.

Prospecting is not broken.
It just needs to be done differently.

And when it is, everything downstream gets easier.

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How to Build a Strong Sales Pipeline: Prospecting Tips That Work [Webinar Recording]

How to Build a Strong Sales Pipeline: Prospecting Tips That Work

[Video Recording]

Build pipeline faster with smarter prospecting

Prospecting doesn’t have to feel painful. In this fast-paced Sales Shot webinar, you’ll learn how to build a stronger sales pipeline with a simple plan you can use every day.

You’ll get:

  • A daily prospecting checklist to organize your outreach
  • 5 ways to group leads so your messaging feels instantly relevant
  • Real call talk tracks for intros, brush-offs, and voicemails that get replies

Perfect for sellers who want to fill the top of the funnel and book more conversations without spending all day “researching.”

 

Watch the video replay!


Build pipeline faster with smarter prospecting

Prospecting doesn’t have to feel painful. In this fast-paced Sales Shot webinar, you’ll learn how to build a stronger sales pipeline with a simple plan you can use every day.

You’ll get:

  • A daily prospecting checklist to organize your outreach
  • 5 ways to group leads so your messaging feels instantly relevant
  • Real call talk tracks for intros, brush-offs, and voicemails that get replies

Perfect for sellers who want to fill the top of the funnel and book more conversations without spending all day “researching.”

Watch the video replay!


Sales Call Intro & Voicemail Scripts [Cheat Sheets]

Sales Call Intro & Voicemail Scripts
[Cheat Sheets]

Craft Stronger Call Intros and Voicemails

Every outbound call is a chance to connect, but most reps lose it in the first 10 seconds.

Whether it’s a weak intro or a forgettable voicemail, your message determines if you get a conversation… or a delete.

That’s why we pulled together our best sales call introduction and voicemail scripts, plus the worksheets our own sales teams use to practice and personalize them, straight from our eLearning platform, The Sales Bar.

You’ll walk away with:

  • Sales prospecting scripts you can plug into your calls today
  • Templates for SWIIFT introductions and voicemails
  • Real-world messaging examples that drive engagement
  • Worksheets to help reps master intros and voicemails faster

Use these worksheets to help you open more doors, book more meetings, and feel more confident on every call.

Grab your downloads below!

Craft Stronger Call Intros and Voicemails

Every outbound call is a chance to connect, but most reps lose it in the first 10 seconds.

Whether it’s a weak intro or a forgettable voicemail, your message determines if you get a conversation… or a delete.

That’s why we pulled together our best sales call introduction and voicemail scripts, plus the worksheets our own sales teams use to practice and personalize them, straight from our eLearning platform, The Sales Bar.

You’ll walk away with:

  • Sales prospecting scripts you can plug into your calls today
  • Templates for SWIIFT introductions and voicemails
  • Real-world messaging examples that drive engagement
  • Worksheets to help reps master intros and voicemails faster

Use these worksheets to help you open more doors, book more meetings, and feel more confident on every call.

Grab your downloads below!

5 Most Common Sales Call Mistakes (with Real Call Examples) [Webinar Recording]

5 Most Common Sales Call Mistakes (with Real Call Examples)

[Video Recording]

Top Sales Call Mistakes to Avoid

Ever wish you could hear what other sellers actually sound like on live sales calls? Now you can.

In this Sales Shot, we’re hitting play on 5 sales call recordings. Real reps, real calls, and real mistakes (names redacted, of course). For every call, we’ll grade it live, break down what worked (or didn’t), and share practical tips for managers to coach the fix.

Expect honest feedback, simple tweaks, and powerful “aha” moments. 

In this workshop, you’ll learn:

  • The 5 most common sales call mistakes (and how to fix them)
  • What “good” actually sounds like 
  • Real-world coaching tips from our Sales Bar training
  • Fixes for intros, value props, objections, and more
  • Psychological hacks to get prospects talking

Whether you’re making the calls or managing the people who are, you’ll leave knowing exactly what to listen for, and how to make every call better.

Watch the video replay!


Top Sales Call Mistakes to Avoid

Ever wish you could hear what other sellers actually sound like on live sales calls? Now you can.

In this Sales Shot, we’re hitting play on 5 sales call recordings. Real reps, real calls, and real mistakes (names redacted, of course). For every call, we’ll grade it live, break down what worked (or didn’t), and share practical tips for managers to coach the fix.

Expect honest feedback, simple tweaks, and powerful “aha” moments. 

In this workshop, you’ll learn:

  • The 5 most common sales call mistakes (and how to fix them)
  • What “good” actually sounds like 
  • Real-world coaching tips from our Sales Bar training
  • Fixes for intros, value props, objections, and more
  • Psychological hacks to get prospects talking

Whether you’re making the calls or managing the people who are, you’ll leave knowing exactly what to listen for, and how to make every call better.

Watch the video replay!


AI for sales prospecting

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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]

Game-changing ways to use AI in prospecting

Sales outreach isn’t just firing off an email and calling it “prospecting.” It’s an omnichannel approach that includes LinkedIn, calls, and emails. But with inboxes flooded with AI-generated messages and many (new) sellers avoiding the phone, how are teams actually breaking through the noise? Truth: Most aren’t. 👎

Watch this uber informative panel discussion with sales leaders, managers, and sellers themselves to hear their tips and tricks to stand out and connect in creative, meaningful, and value-driven ways. We’ll dive into engaging sales outreach strategies, call techniques that still work, and the tools that are making a real impact. Don’t miss this insider conversation from the pros on what’s working in sales outreach today, moderated by our own LB!

You’ll learn:

  • Creative strategies to reach prospects via phone, social, email
  • Examples of good/bad outreach messages
  • Quick prompts to use (and not abuse) in ChatGPT
  • Words that grab a leader’s attention in messaging
  • Phrases that guarantee auto-delete and unsubscribe
  • Techniques to stand out from the crowd
  • Tools our leaders love

A MUST-WATCH for every and anyone in sales! Sales Managers, Enablement Leaders, and Revenue Leaders who want to help their teams attract (and not deter) prospects. If all you’ve attended are super hype sessions about the magic of AI, you can’t miss this.

Watch replay!


Game-changing ways to use AI in prospecting

Sales outreach isn’t just firing off an email and calling it “prospecting.” It’s an omnichannel approach that includes LinkedIn, calls, and emails. But with inboxes flooded with AI-generated messages and many (new) sellers avoiding the phone, how are teams actually breaking through the noise? Truth: Most aren’t. 👎

Watch this uber informative panel discussion with sales leaders, managers, and sellers themselves to hear their tips and tricks to stand out and connect in creative, meaningful, and value-driven ways. We’ll dive into engaging sales outreach strategies, call techniques that still work, and the tools that are making a real impact. Don’t miss this insider conversation from the pros on what’s working in sales outreach today, moderated by our own LB!

You’ll learn:

  • Creative strategies to reach prospects via phone, social, email
  • Examples of good/bad outreach messages
  • Quick prompts to use (and not abuse) in ChatGPT
  • Words that grab a leader’s attention in messaging
  • Phrases that guarantee auto-delete and unsubscribe
  • Techniques to stand out from the crowd
  • Tools our leaders love

A MUST-WATCH for every and anyone in sales! Sales Managers, Enablement Leaders, and Revenue Leaders who want to help their teams attract (and not deter) prospects. If all you’ve attended are super hype sessions about the magic of AI, you can’t miss this.

Watch replay!


Meet the Speakers

Lauren Bailey
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.

James Buckley
James Buckley
Host
Sell Better Daily Show

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
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
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
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.

Fall in Love With Prospecting: 5 Tips to Make Filling the Pipeline Suck Less [Webinar Recording]

Fall in Love With Prospecting:
5 Tips to Make Filling the Pipeline Suck Less

[Video Recording]

Time-saving Sales Prospecting Techniques

Let’s face it, there are only about 5 people in sales today who LOVE to prospect. The rest of us power through it or put it off.  But the pipeline won’t fill itself and emails are a LOT less effective than they used to be.

So watch Lauren Bailey as she shares the mindsets, reframes, stats, and techniques to make sales prospecting more fun AND more fruitful. 

We’re sharing secrets from our award-winning and best-selling courses Planning for Prospecting, SWIIFT℠ Introductions That Work, Messages that Get Returned, and more.  

Watch the video replay!


Time-saving Sales Prospecting Techniques

Let’s face it, there are only about 5 people in sales today who LOVE to prospect. The rest of us power through it or put it off.  But the pipeline won’t fill itself and emails are a LOT less effective than they used to be.

So watch Lauren Bailey as she shares the mindsets, reframes, stats, and techniques to make sales prospecting more fun AND more fruitful. 

We’re sharing secrets from our award-winning and best-selling courses Planning for Prospecting, SWIIFT℠ Introductions That Work, Messages that Get Returned, and more.  

Watch the video replay!


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