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.

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.

Don't let an AI agent generate sales copy from scratch. The key to creating high-quality, effective outreach is to train the model using the proven email templates and scripts from your highest-performing salesperson. This provides a strong baseline for the AI to iterate and test from.

Instead of pitching features, Katera builds AI agents that find sales opportunities for their prospects (e.g., relevant Reddit threads) and sends those leads directly. This "show, don't tell" approach provides immediate value and dramatically increases response rates.

Top sales rep Evan Greek uses a GPT model she personally trained to mimic her writing style. By providing feedback on drafts, the AI learns her preferences for tone and structure, allowing her to combine the speed of automation with genuine personalization.

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.

Unlike training a human, feeding an AI SDR historical 'good' emails can limit its effectiveness. The better approach is to train it on core personas and ways to add value, allowing the AI to use its ability to scrape vast, real-time data for hyper-personalization.

Generic AI-powered personalization is now table stakes and easily ignored. The new bar for cutting through noise is to immediately demonstrate why your offering is relevant to the prospect's specific challenges and why they should invest their limited attention.

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.