Create Your A.I. Sales Follow-Up Assistant
🦾 A.I. in Action
Step 1) Centralize All Incoming Leads
• Collect all inbound leads into one location: CRM (HubSpot, Salesforce, Pipedrive), Airtable, Notion, or Google Sheets.
• Include essential fields: Name, Email, Company, Role, LinkedIn or website, and Lead source.
Step 2) Enrich Each Lead with Publicly Available Data
Use reliable enrichment tools such as Clearbit, Clay, or Apollo to gather:
• Company industry, size, and location
• Recent news, press, or product announcements
• Technology stack (if publicly available)
Step 3) Generate a 60-Second Lead Brief Using A.I.
Paste the collected data into ChatGPT and use this prompt:
“You are my A.I. sales assistant. Create a concise lead brief including:
• Company overview in plain English
• Likely pain points for the lead’s role
• Relevant trigger events (product launch, funding, expansion)
• Two personalization angles I can use in outreach”
Outcome: A ready-to-use brief in under a minute.
Step 4) Draft Two Personalized Outreach Emails
Ask ChatGPT to draft:
• Short + Direct Email: concise, clear CTA
• Value-First Email: highlights a solution to a lead-specific problem
Include subject lines and ensure a professional, human tone.
Step 5) Create a Multi-Step Follow-Up Sequence
Use ChatGPT to generate a simple 2–3 step sequence:
• Day 0: initial email
• Day 2–3: follow-up #1
• Day 5–6: follow-up #2
Each message varies slightly but maintains consistency and brand tone.
Step 6) Perform a Quick QA
Spend a few minutes reviewing:
• Lead details are correct (company, role, triggers)
• Personalization angles make sense
• Tone aligns with your brand
Step 7) Send, Track, and Log
• Send emails through your CRM or email platform.
• Store the lead brief and email drafts for future reference.
Step 8) Weekly Performance Optimization
At the end of each week:
• Feed 10–20 sent emails + results into A.I.
• Ask which hooks, subject lines, or CTAs performed best
• Update templates and outreach sequences based on insights
Why This Works
✅ Reduces hours of manual research
✅ Speeds up response time
✅ Maintains consistent, personalized messaging
✅ Minimizes cognitive load for your team
✅ Continuously optimizes outreach performance
Go to the next level with A.I.:
🧠 No-cost A.I. webclass: perfect place to get started.
🦾 Done-for-you-with-you services: ideal for growing businesses.
🛠️ All-in-one A.I. system: save both time and money.
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Your weekly dose of A.I. insights,
trends, and breakthroughs.
