Instead of general queries, instruct your AI to act as an account executive with an urgent deadline. This framing forces the AI to cut through fluff (like a company's founding date) and extract pressing business initiatives from documents like 10-Ks and earnings calls.
Act as a strategic partner, not a vendor, by analyzing a prospect's annual reports, 10Ks, and shareholder letters. Use this research to inform them about strategic risks or business issues they haven't considered, immediately differentiating you from competitors who just ask basic discovery questions.
To get beyond generic advice, instruct ChatGPT's voice mode to act as a challenging mentor. Prime it with a specific framework like the Theory of Constraints (TOC) and provide your resource limitations. This structured dialogue forces the AI to challenge your assumptions and generate realistic, actionable solutions instead of pleasantries.
After a promising sales call, combat 'happy ears' by feeding your meeting notes into an AI. Ask it to identify the top three reasons the deal might *not* go through. This provides an unbiased third-party analysis, revealing red flags and potential objections you can address proactively.
Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.
The most powerful use of AI for business owners isn't task automation, but leveraging it as an infinitely patient strategic advisor. The most advanced technique is asking AI what questions you should be asking about your business, turning it from a simple tool into a discovery engine for growth.
Upload call recordings or transcripts from tools like Gong or Fathom into an AI model. Ask specific questions like, 'Where was the most friction?' to identify disconnects you missed in the moment. Use this insight to craft hyper-relevant follow-ups that address the core misunderstanding.
Move beyond static scripts by using AI for dynamic sales training. Feed ChatGPT your call transcripts and common objections, then ask it to act as a specific buyer persona. Practice handling its objections in a role-playing chat, and conclude by asking it to provide a score and feedback on your performance.
To get the best results from AI, treat it like a virtual assistant you can have a dialogue with. Instead of focusing on the perfect single prompt, provide rich context about your goals and then engage in a back-and-forth conversation. This collaborative approach yields more nuanced and useful outputs.
Consistently feed your AI tool information about your company, products, and sales approach. Over time, it will learn this context and automatically tailor its sales prep output, connecting a prospect's likely problems directly to your specific solutions without needing to be reprompted each time.
Go beyond the native summaries in conversation intelligence tools like Gong. Copy and paste the full transcript of a sales call into a generative AI like ChatGPT and ask for deeper insights, hidden objections, or recommended next steps. This cross-platform workflow can reveal nuances that a single tool might miss.