Instead of simply showing up to a first call, create a repeatable system. After a prospect books a meeting, automatically send a short introductory video about you and your company. This warms up the lead, sets expectations, and differentiates your process before the conversation begins.
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Instead of writing scripts from scratch, prompt an AI to apply a specific sales methodology (e.g., Jeb Blount's 'because framework') to your prospect's context. This instantly creates persona-specific openers and voicemail scripts, saving creative energy and ensuring consistent messaging during call blocks.
Go beyond persuasion during a sales call. Use "pre-suasion" to shape the conversation's context beforehand. By strategically sending relevant content, links, and discussion topics, you can prime the prospect to focus on your strengths, making the eventual sales meeting far more effective.
To combat no-shows, send prospects to a video sales letter (VSL) immediately after they book an appointment. This capitalizes on their peak interest, reaffirms their decision, pre-frames the upcoming call, and builds rapport. This single step can be the most effective way to improve show rates.
Go beyond basic welcome emails. An effective automated onboarding flow uses AI to trigger CRM entries, send personalized messages, collect intake data (even via voice), and ultimately generate a custom presentation for the first human-to-human call. This scales a high-touch experience without adding headcount.
To stand out from generic DMs, use video outreach tools that let you record personalized messages while scrolling through a prospect's own LinkedIn profile or website. This allows you to offer immediate, specific feedback or insights, demonstrating tangible value before asking for a meeting.
An intro video works 24/7 to position you as an expert prospects want to meet. It answers "who you are, what you do, and why they should care" before you ever speak, differentiating you from competitors and warming up leads.
Instead of a standard email reminder, send a short confirmation video on the morning of the meeting. This personal touch confirms the appointment, reiterates the value proposition for them, and invites the prospect to add agenda items, which significantly increases attendance rates.
Develop a detailed worksheet about your customer's problems and your unique value propositions. Feed these answers into a structured AI prompt asking it to create a multi-section video script. This generates a repeatable template for personalized introductory videos, saving time and ensuring consistent messaging.
Shift the first meeting's goal from gathering information ("discovery") to providing tangible value ("consultation"). Prospects agree to meetings when they expect to learn something useful for their role or company, just as patients expect insights from a doctor.
Don't use a generic company or product video. A personal introductory video allows a sales professional to establish their credibility and expertise 24/7, making prospects want to talk to them before the first call even happens.
