🤖 AI workflows

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Heads up - check out my free latest AI prompt resource here.

⚙️ AI Processes

More hours won’t close more deals - better productivity will.

AI helps you cut busywork, automate prospecting, personalize outreach at scale so you can get focused on closing various deals.

AI saves you 5+ hours a week

• Automate research — No more manual prospecting.

• Personalize outreach — Better emails in seconds.

• Effortless follow-ups — Never miss an opportunity.

• Instant call prep — Walk into every meeting ready.

My AI Sales Mastery Program

Learn how to:

✔ Find & qualify leads in minutes
✔ Write emails that get replies
✔ Book more meetings, faster

⇒ Get ahead before AI becomes the norm

AI prompts to research accounts in minutes

Matt Green outlines a five-prompt sequence for AI-powered account research that lets you walk into first calls already armed with the right context, contacts, and business case.

1. Set context beforehand

❖ Tell AI details on who you are, your position, and target account.

Example:

“I’m an account manager for [your company]. My target account is [prospect company]. What are their top 5 business challenges for 2025-2027?”

❖ The more business context you give, the greater AI’s output becomes.

2. Find prospect challenges

⇒ Once you know their challenges, dig who is responsible for them.

“If this is true, who are the key decision makers in each of those respective areas?”

⇒ Now you’re successfully linking problems to budget holder makers.

3. Be tactical with contacts

✱ Pick a specific executive and request details on them.

“My best option is pursuing [name]. Can you identify his organization and give me insights on how to engage him personally?”

✱ You know their reporting structure and what’s currently on their mind.

4. Build multithreading map

✔ Look for two ATL and two BTL contacts tied with your chosen execs.

✔ Include why each respective contact matters when making decisions.

This gives you full strategies available on different power levels given.

5. Write strategic hook copy

Based on strategic priorities, ask execs for the greatest business case.

↳ This keeps you focused on getting outcomes, not just features.

↳ Running prompts beats thirty minutes of surface-level discovery.

↳ Prospects notice who Googled their name, and business model.

ChatGPT as your sales meeting partner

Lawton Hakaraia shows how to build custom GPT inside ChatGPT prepping you for sales meetings, delivering a tailored pre-sales report instead of beginning things from scratch:

Building your GPT right

• Name it clearly so you remember its purpose later

• Write a description of what it’s going to produce.

• On the “instructions,” prime you custom sales GPT:

  
  ➤ Mention that you’ll first upload what it should be ingesting

  
  ➤ Give context on who you are, what you sell, key features

  
  ➤ Upload text-based. Don’t use pictures, other attachments

Define roles and method

❖ Assigning roles: e.g., “online research expert”

❖ Explain your selling methodology for output

❖ Prompt to ask clarifications when confused

Map further action steps

1. Give your prospect’s name and company

2. Feed all relevant customer data you have

3. Let ChatGPT ingest fully before continuing

4. Request missing info when unprovided for

5. Combine your new info with previous data

6. When confirmed, generate pre-sales report

Format your sales impact

✱ Professional layout with text blocks and bullets

✱ Identify customer gaps with buyer’s current state

✱ Map product’s features directly to challenge gap

✱ End with recommendation and next step forward

Test with more practices

⇒ Start new chat history with your GPT if prompted

⇒ Enter your introduction (prospect + company)

⇒ Provide URLs, then research, and confirm ready

⇒ GPT pulls infomation, by applying your method

Revive your dead threads

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Outperform competitor with new AI strategy

Ryan Staley outlines effective ways GTM teams utilize AI in making high-quality results without investing on expensive tools. Build consistent outcomes via AI-driven strategies:

Build context with interactions

Feed AI your role, company info, and preferences so every output is tailored.

✱ Use memory for asking questions with ongoing relevance.

✱ Temporary chats when looking for AI’s unbiased responses.

Create personal business library

✔ Keep reliable library of prompts, workflows, and “jobs to be done”.

✔ AI builds in value everywhere: from lead scoring to churning alerts.

✔ The direct your catalog is, the faster you’ll spot opportunities.

Prompt with serial frameworks

Don’t ask one big question.

❖ Start with broad contexts, then highlight using frameworks.

❖ Highlight sections of AI output to “go deeper” with specifics.

Turn AI for private consultation

⇒ Prompt AI to act like specific experts - past or present, for strategic advice.

Example:

⇒ A CRO used “Steve Jobs” prompt to drafting a board deck in just hours.

Apply the “10x better” filter

↳ Prompt AI to make it 10x better with greater logic, clearer structure.

↳ AI become a strategic partner if designed with goal-oriented functions.

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