
Inside your CRM, a spreadsheet, or a simple form, capture:
• Name
• E-mail address
• Company
• Role
• LinkedIn URL (if available)
• Lead source
This becomes your single source of truth and no more jumping between tabs.
Paste the lead information into ChatGPT and use this prompt:
“You are my A.I. sales research assistant.
Based on this lead, create a short brief that includes:
• a plain-English company summary
• likely pain points based on role and industry
• recent trigger events (if any)
• two personalization hooks I can reference in outreach
Keep it factual, concise, and sales-ready.”
In under a minute, you get context most representatives never gather.
Next, ask this prompt:
“Using this lead brief, write:
• one short, direct outreach email
• one value-first outreach email
Include a subject line and a clear CTA for each.
Keep the tone professional, human, and non-salesy.”
No templates and no guessing but just relevant and personalized outreach.
Ask ChatGPT:
“Create a 3-step follow-up sequence:
• Day 0-1
• Day 2-4
• Day 5-7
Each message should be short, varied, and natural with no pressure.”
Now follow-ups don’t require rewriting from scratch.
Before sending:
• Verify company and role
• Remove assumptions
• Adjust tone to match your brand
This keeps everything accurate and on-message.
Send the email and paste:
• The lead brief
• The outreach copy
Into your CRM or lead row so future follow-ups require zero re-research.
Once per week:
• Paste 10 sent emails + outcomes into A.I.
• Ask it to identify patterns
• Update your hooks, CTAs, and templates
• Your system improves automatically over time.
✅ Cuts lead research time dramatically
✅ Improves response speed
✅ Creates consistent messaging
✅ Reduces mental load on reps
✅ Compounds performance every week
🧠 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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