I have to admit, it catches me off guard every time I see my inbox, DMs, or phone clogged up with cold messages that don’t quite align with what my business is about, especially now that we have something as incredible as GPT-4 at our disposal.

I totally understand, though — not everyone’s a tech whiz, nor does everyone have the time to dive into the nitty-gritty of AI and automation.

So, here’s what I’ve done: I’ve put together an easy-to-follow guide that’s all about harnessing the power of AI and automation to not just boost your sales game, but also to create deeper and more meaningful relationships with the people you’re reaching out to.

STEP 1: Prepare Leads List

The first step is researching and creating a profile for each lead, you can use Linkedin, your prospects website, social media, video transcriptions, customer order history & any other data point relevant to your outreach.

This process can be fully automated by equipping GPT-4 with data from web scrapers, video transcriptions, and customer data, enabling it to identify, extract data points and build a profile relevant to your campaign.

Example:

Name

Background

Matthew Smith

^(Matthew is the Sales Manager for NextGen SaaS Solutions, a leading provider of cloud-based CRM software designed for medium to large enterprises. With a decade of experience, he excels in aligning product offerings with customer needs, focusing on features like advanced analytics, real-time data processing, and customizable dashboards. The software’s automation capabilities have reduced clients’ operational costs by 20% while improving their customer response times by 50%. Under Matthew’s leadership, his sales team has consistently outperformed sales goals by leveraging the product’s scalability and security features, which have been pivotal in acquiring clients from finance and healthcare sectors concerned with data sensitivity.)

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STEP 2: Create A Template

To get GPT4 to write high quality personalized emails that really sells, we have to start with a great foundation. GPT4 is amazing but it’s not a mind reader.

Write a top-notch template that allows AI to flexibly handle knowledge tasks, like forging smart connections and suggesting tailored recommendations.

Here’s a rough general example of how I would write out my template prompt for ChatGPT:

TEMPLATE:

Anything in curly brackets {} represents a directive for you to tailor the content to the lead’s specific business details.

Email 1:

Subject Line: Sell More {Lead’s Product} With Personalized AI Outreach

Hello {Lead’s First Name},

I’m {Salesperson’s Role} at {Salesperson’s Company}, and I’ve been deeply impressed by how {Lead’s Company Name} has been revolutionizing the {Lead’s Industry}. It’s clear that your {Specific Aspect or Achievement of Lead’s Company} is a testament to your innovative approach.

The power of personalization in today’s market cannot be overstated, particularly when it comes to selling {Lead’s Product/Service}. Imagine an AI-driven outreach {Promptly Explain How Personalization Can Sell Their Particular Products}, like crafting messages that resonate with the unique preferences of each prospect, significantly increasing the chances of conversion.

Our tailored AI solutions can help {Salesperson’s Company} by {Briefly Insert Benefit Relevant To Lead’s Business}, ensuring that your sales strategy not only reaches but truly engages your target audience.

Could we set aside some time this week to discuss how this approach can specifically benefit {Lead’s Company Name} and elevate your sales process? I am looking forward to exploring the possibilities with you.

Warm regards,

{Salesperson’s Name}

{Salesperson’s Title}

{Salesperson’s Contact Information}

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STEP 3: Prompt Engineer

Now that we have our campaign template, the next step is to put together a prompt ChatGPT will use to write the content.

We’ll want to pass Customer Data, Company Data, SalesPerson Data, Template, Recommendation Choices and any other data points GPT4 will need to write high quality personalized content using the Template as a guide.

Here’s a general example of a prompt. Anything in curly brackets are placeholders.

PROMPT:

I’m an expert copywriter, I have over 10 years experience writing copy for emails, commercials, ads, websites, social media, and physical print for {company name}

Here’s information about the company I work for {Company Background}

Here’s a list of features and benefits I can use for recommendations: {Recommendation List}

Using the Template create a very personalized {Content Type} for prospect {Prospect}.

Here’s some background information about {Prospect}: {Prospect’s Background}

Template: {TEMPLATE}

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STEP 4: Create content with automation

Streamline the content creation process with tools like Zapier, Make, N8N, Python or any tool/programming language that allows your business to work with the ChatGPT API.

You can use ChatGPT but with rate limits it’s hard to work at scale.

The automation process would look like this

1. Download CSV with leads
2. For each lead write content using the prompt from Step 3
3. Once all the content has been written create formatted CSV ready for review and your CRM.

Example of results using Template from Step 2:

Name	Subject Line 1	Email 1
Matthew Smith	Elevate NextGen CRM Sales With Personalized AI Outreach	^(Hello Matthew,)

^(I’m an Automation and AI Consultant at XYZ Consulting, and I’ve been deeply impressed by how NextGen SaaS Solutions has been revolutionizing the CRM software industry. It’s clear that your advanced analytics and real-time data processing are a testament to your innovative approach.)

^(The power of personalization in today’s market cannot be overstated, particularly when it comes to selling sophisticated CRM solutions. Imagine an AI-driven outreach tailoring communications specifically to the needs of each potential client in the finance and healthcare sectors, much like how your software provides customizable dashboards, significantly increasing the chances of conversion…) |

Here’s a look at my workflow on make. Screenshot of workflow and results.

Should you find this strategy beneficial and are interested in a tailor-made automated workflow for your business. Send me a message, let’s talk :)