For each potential buyer, create a new ChatGPT project. Upload your standard offer template, product overview, and all prospect-specific data (CRM info, call transcripts). Prompt the AI to synthesize these documents into a unique proposal that directly addresses the buyer's expressed pain points and priorities.
To save time with busy clients, create a "synthetic" version in a GPT trained on their public statements and past feedback. This allows teams to get work 80-90% of the way to alignment internally, ensuring human interaction is focused on high-level strategy.
Don't unleash a generic AI agent on your entire database. To get high response rates, segment contacts into specific sub-personas based on role, behavior, or status (e.g., churn risk). Then, train dedicated sub-agents or campaigns for each persona, allowing for true personalization at scale in batches of around 1,000 contacts.
Business owners are overwhelmed by AI terminology. A consultant can create a personalized GPT ecosystem using their unique preferences, goals, and workflows. This service turns an executive's operational knowledge into valuable intellectual property, packaged as custom system prompts and GPTs they can use daily.
Personalization is not one-size-fits-all. Director-level and above prospects are 50% more likely to respond to company-level relevance (e.g., business initiatives). In contrast, individual contributors and managers are more receptive to individual-level personalization.
Generic use cases fail to persuade leadership. To get genuine AI investment, build a custom tool that solves a specific, tangible pain point for an executive. An example is an 'AI board member' trained on past feedback to critique board decks before a meeting, making the value undeniable.
Companies can use AI to generate unique, 'ephemeral software' experiences for marketing campaigns. Instead of a generic Spotify Wrapped-style review, businesses can now affordably create a custom, interactive 'unwrapped' summary for each user based on their specific product usage data, costing just cents in tokens.
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.
Instead of manually sifting through overwhelming survey responses, input the raw data into an AI model. You can prompt it to identify distinct customer segments and generate detailed avatars—complete with pain points and desires—for each of your specific offers.
Instead of relying on static persona decks, marketers can feed raw data like sales call transcripts and support tickets into AI tools to generate live, interactive customer profiles. These apps can be instantly updated with new information, ensuring the entire organization is aligned on a current view of the customer.
Many companies fail with AI prospecting because their outputs are generic. The key to success isn't the AI tool but the quality of the data fed into it and relentless prompt iteration. It took the speakers six months—not six weeks—to outperform traditional methods, highlighting the need for patience and deep customization with sales team feedback.