Sales teams using AI are booking 30-40% more meetings with the same headcount. Here is a practical guide.
Lead Research Before Calls
Use Perplexity AI or ChatGPT to research prospects quickly. Prompt: "Research [Company Name]. Provide: main products, recent news, likely pain points, and conversation starters related to our solution."
Personalised Cold Email at Scale
- Export your lead list (name, company, role, recent activity)
- Run it through a custom ChatGPT prompt to generate personalised opening lines
- Use Instantly or Apollo to send personalised sequences at scale
Call Follow-Up Automation
After a call: use Otter.ai to transcribe, then prompt ChatGPT: "Based on this call transcript, identify objections raised, next steps agreed, and write a follow-up email confirming next steps."
AI CRM Features
HubSpot AI - Predicts deal close probability, suggests next best actions, and drafts follow-up emails from CRM context.
