The Sales AI-ification Frame
Divide the sales process into 4 stages and use AI at each.
1. Lead Generation
Prospect-List Creation
- Attribute search in Apollo / ZoomInfo / Sales Navigator
- Scoring with AI (degree of fit to your company)
- Extract "patterns that close easily" from past deal data
Initial-Contact Automation
- Auto-send emails with Outreach AI Prospecting Agent
- Personalized emails (based on the recipient's industry/role/recent posts)
- Target a reply rate 2-3x manual
2. Pre-Meeting Prep
Company Research
Pass the company URL to Claude / GPT to grasp in 5-10 min:
- Company business/strengths
- Recent news
- Position vs competitors
- Likely problems
Proposal Draft
Skeleton in Gamma or Beautiful.ai, flesh out text with Claude. First draft in 1 hour.
Referencing Past Similar Deals
AI extracts "past deals with same-industry/same-size companies" in Gong or Outreach. Learn what landed and where it stumbled.
