How to print sales meetings in 2024 with AI doing the work

We’ve utilized AI for a myriad of reasons within our lead generation company so far from optimizing landing pages, converting funnels, custom follow-ups etc. I’ve simplified all of those use cases down to four key points that anyone can pick up and adapt for their business in this guide here.

This guide will contain use cases, copy and paste templates, video guides, and what your outputs should look like. These are just a handful of the examples we’re utilizing for our business now but, this will continue to expand and grow. 

So, if you like this content be sure to join our Skool community to stay ahead of the curve.

Here are the tools we’ll be utilizing in this guide:

https://app.clay.com/

https://www.ghostwrite.rip/

https://openai.com/gpt-4

Here are the 4 use cases we’ll be discussing:

1. Response Handling

2. Market research

3. Personalization

4. Pitch and content ideas

Use Case 1: Response Handling 

Tools: Ghostwrite.rip, GPT plug-in etc

Ghostwrite so far is one of the best email assistant plug-ins that I’ve come across in terms of ease of use and ability to sound like you and write strong emails w/ different tones. It’s pretty easy to use, simply migrate to the google chrome store and download it using the link here: Ghostwrite. After signing in and following the instructions to enable the interface, your emails should look something like this.

You can type in a prompt to the GPT, select the style, tone, length and language to respond to prospects. 

After about 50-75 times of responding to different messages of yours, it’ll start to learn how you style your messages and you can quickly prompt the ghostwrite with prompts like:

“Thank Nick for his time today. Mention that we’ll chat next week about next steps and getting started on the partnership”

In return, you’ll get a much more personalized and professional email as seen below:

Use Case 2: Market research: 

Tools: GPT-3 or 4

Video Explanation: https://www.loom.com/share/f39c73f8042f48c7ae605be435b23fd0?sid=779d87e1-6ae7-498a-9122-fbae497091f2

Purpose: Working in lead generation you work with a ton of different companies that span a multitude of different verticals. It’s difficult to know the ins-n-outs of every industry without reading hours of research, talking with industry insiders and doing some boots on the ground research. Thanks to Sam Altman and the advent of GPT 3-4, that process just got a ton easier. 

For purposes of this article, we’ll use GPT 3 and 4 to identify ideal prospects, typical pain points, how they usually solve their problems and what’s our value add in the market.

Here is the typical prompt flow you’ll want to work with:

Prompt 1:

“GPT, you are my dedicated research assistant for a new client we took on, XYZ. I will be asking you a series of questions to understand more about the ideal clients that would benefit from their solution, typical pain points, how they usually solve their problems and what’s our value add in the market.”

Prompt 2:

Who typically derives the highest value from X Service? (X service being your clients service)

Prompt 3:

What are the typical challenges that prevent them from accomplishing, (ideal outcome)? (ideal outcome being the offer your client provides)

Prompt 4:

How would they (ideal outcome) without X Service?

Prompt 5:

Based on the knowledge you shared, what's our competitive advantage that we should leverage in cold email to book meetings?

At the end of this you should have a clear picture of who it is you should be targeting, what are the typical challenges they encounter that you can leverage as FUD in your email, how they might solve it so you can object handle and what’s your offer to the market.

Offer creation:

If you took on a client and don’t know their offer, I created a customer offer creation Hormozi GPT bot. It’s linked here: https://chat.openai.com/g/g-1S7uqu34A-hormozi-gpt

Prompt the bot with the following information:

• The niche or target industry of the brand or agency.

• The specific result or benefit that the service or product delivers.

• Any unique mechanism or method employed by the product or service.

• Optional: The time frame in which the result can be expected.

• Optional: Any risk reversal elements, like guarantees or trial periods.

Use Case 3: Personalization:

Tools: Clay 

One of the early applications of AI or LLM (large language models) has been personalizing first lines of emails to capture the prospect's attention and get them to read your offer later in the email. We use AI personalization in markets that are highly competitive or we’re pitching enterprise solutions. In either use case, you’re typically able to figure out a decent amount about the prospect or audience based on their website, recent news or LinkedIn.

The tools we utilize for AI personalization are Cargo, GPT of sheets or Clay. For the purpose of this document, we’ll review Clay, it’s a web-based software that allows you to pull in website information and linkedin profiles to form personalized first lines to capture the reader's attention. 

Here’s how it works:

Video Explanation: https://www.loom.com/share/5dd54f70112f4b84baf58fdcc62127a9?sid=8ec4e7a1-6dd2-43cd-bc46-f5092722b529

First you’ll want to upload a sheet to clay.com using the link I provided above. Once uploaded, make sure the data is formatted correctly and accurately. 

Next, we’ll migrate over to “Enrich data” in the top right corner.

Select ‘Use AI’ this will enable the GPT functionality.

You’ll need to provide your OpenAI API information which can be found in the settings section of your GPT account on GPT3 or 4.

Next select a column to use the ‘Use AI’ function. 

Provide the following prompt to GPT: 

GPT, you are my cold email writing assistant. Your goal is to create a personalized first line introduction to an email using information from /Website and /LinkedIn Profile to demonstrate to the customer that we're interested in their field and find them interesting. Keep your tone casual. Keep it under 1 sentence.

This should provide you an output as seen below…

From there, you can download the file and quickly import it into your campaign as a custom variable.

Your emails are now personalized at a significant scale.

Use Case 4: Pitch and Content Ideas

Tools: Clay and GPT-3 or 4 via API

Video Explanation: https://www.youtube.com/watch?v=ORy1I1y9CQM

Hands down the best application we’ve seen for utilizing AI in copywriting has to be providing marketing proposals, content ideas or website audit strategies. We’ll essentially deploy GPT to scrape websites and pull in custom ideas based on its repository of highly performing content. Now how you want to frame these AI content ideas is entirely up to you. What we do sounds something like this…

“Hey Tom, I was on your website the other day and noticed some things that might be leaving revenue on the table…

• AI content idea 1

• AI content idea 2

• AI content idea 3

Sharing that without knowing too much about your website and growth strategy but, thought you might find it interesting.

Open to exploring this more over a call next week?”

OR

“Hey Bill, I was trying to find your site the other day and had some difficulty, I fear other buyers might be having a similar experience. 

Had a few ideas I wanted to run past you…

• AI content idea 1

• AI content idea 2

• AI content idea 3

Sharing that without knowing too much about your website and SEO strategy but, thought you might find it interesting.

Open to exploring this more over a call next week?”

Here’s how it works:

First you’ll want to upload a sheet to clay.com using the link I provided above. Once uploaded, make sure the data is formatted correctly and accurately. 

Next, we’ll migrate over to “Enrich data” in the top right corner.

Select ‘Use AI’ this will enable the GPT functionality.

You’ll need to provide your OpenAI API information which can be found in the settings section of your GPT account on GPT3 or 4.

Next select a column to use the ‘Use AI’ function. 

Provide the following prompt(s) to GPT: 

Create three SEO back linking ideas based on /website . These should be bullet points. Ideas MUST remain under 40 characters. Be more detailed, provide specific recommendations for sites. Remove quotations from any suggestions.

Create three website audit ideas based on  /website . These should be bullet points. Ideas MUST remain under 40 characters. Be more detailed, provide specific recommendations for sites. Remove quotations from any suggestions.

Create three growth marketing ideas based on /website /recentnews. These should be bullet points. Ideas MUST remain under 40 characters. Be more detailed, provide specific recommendations for sites. Remove quotations from any suggestions.

Create three lead generation ideas based on /website /linkedinprofile. These should be bullet points. Ideas MUST remain under 40 characters. Be more detailed, provide specific recommendations for sites. Remove quotations from any suggestions.

Create three creative sales ideas based on /website /linkedinprofile . These should be bullet points. Ideas MUST remain under 40 characters. Be more detailed, provide specific recommendations for sites. Remove quotations from any suggestions.

This should provide you a bulleted list of ideas that you can easily import into your campaigns that should look like this before and after.

Before:

After:

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