How Top Sales Reps Close More Deals with AI

The Four Workflows Your Competition Doesn't Know About

Hey Adopter,

Your sales team probably has ChatGPT Plus. They're probably using it to "write better emails." And they're probably getting mediocre results that scream "a robot wrote this."

Here's what you'll gain from the next 5 minutes: Four specific workflows that turn ChatGPT from an expensive writing assistant into a strategic sales advantage. You'll get copy-paste prompts, step-by-step setup instructions, and the exact tools that separate top-performing sales teams from the rest.

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Here are two articles you should check out if you’d like to get more out of this one:

How I Set Up My ChatGPT Properly In Less Than 10 Minutes

They'll never know ChatGPT wrote this (copy my prompt)

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The uncomfortable truth is that most sales professionals are treating AI like a fancy search engine instead of what it is, a team member that needs proper onboarding. The difference between sales reps who get transformative results and those who don't isn't talent or experience. It's understanding three foundational principles that separate the pros from the pretenders.

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The Context Problem That's Killing Your Results

AI models aren't mind readers, but most people treat them like they should be. You can't expect meaningful output when you're feeding the system generic inputs.

Smart sales teams create dedicated ChatGPT Projects for their top strategic accounts. Think of each project as a living case file where you upload 10-Ks, earnings transcripts, and recent news. Every request you make within that project draws from this private knowledge base, turning generic AI responses into highly contextual, account-specific insights.

Simple Workflow: Strategic Account Intelligence

Tools Needed: ChatGPT Plus (Projects feature), target company's investor relations page

Step-by-Step:

1. Create a new ChatGPT Project named after your key account

2. Download their latest 10-K, 10-Q, and recent earnings call transcript

3. Upload all documents to the project

4. Use this prompt:

You are a world-class enterprise account executive. Based only on the documents I've uploaded into this project, analyze the information and provide:

1. Top 3 Company Objectives: List the main corporate initiatives mentioned
2. Potential Pains & Challenges: Identify business headwinds or declining sectors
3. Key Executives: Pull names and titles of executives quoted
4. Initial Email Draft: Write a cold email template to a VP-level persona referencing one specific objective you found

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The Prompt Quality Crisis

A lazy prompt yields lazy, obvious results. Most sales reps are essentially asking AI to "make this email better" and wondering why the output feels generic.

PromptCowboy.ai is a free tool that converts your three-sentence request into a detailed, expertly structured prompt. The difference in output quality is night and day when you assign AI a specific persona and context.

Simple Workflow: Post-Discovery Call Automation

Tools Needed: ChatGPT, Otter.ai (or similar call recording tool)

ChatGPT Desktop App has a record function now as well (no need for extra tools)

Otter.ai still does it better IMHO

Step-by-Step:

1. Record your discovery call with Otter.ai

2. Export the full transcript from Otter.ai

3. Paste the transcript into ChatGPT with this prompt:

You are an expert sales assistant. I am providing you with the raw transcript of a sales discovery call. Please perform the following tasks:

1. Summarize the Call: Provide 3-5 bullet points of key topics discussed
2. Populate BANT Framework: Extract Budget, Authority, Need, Timeline information from the conversation. If not discussed, state "Not Discussed"
3. Draft Follow-Up Email: Write a professional follow-up summarizing their current state, desired future state, and clear next steps
4. Draft Internal Slack Update: Write a brief update to the Account Executive summarizing the opportunity

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The Over-Reliance Trap That Makes You Obvious

Here's what separates good AI users from bad ones: good users never turn their brains off. Copy-pasting AI outputs directly into client emails is the fastest way to signal that you're not serious about your craft.

The goal isn't to let AI do your thinking. It's to accelerate workflows you already understand. Aim for AI outputs that get you 90-95% of the way there, then spend your time on the critical 5-10% of personalization and strategic thinking that actually matters.

Simple Workflow: Pre-Discovery Call Preparation

Tools Needed: ChatGPT Project (from Workflow 1), LinkedIn, recent company news

Step-by-Step:

1. Open your existing account project in ChatGPT

2. Research your specific meeting attendee on LinkedIn

3. Update the project with any recent company news

4. Use this prompt:

I have an upcoming discovery call. Using all context in this project, generate a pre-call preparation document:

Meeting Details:
- Company: [Company Name]
- Attendee: [Name, Title]
- My Goal: [Your specific objective]

Generate:
1. Credibility Statement: Short opening that shows understanding of their company's recent objectives
2. Top 3 Question Funnels: Three sets of probing questions, broad to specific, for this persona
3. Potential Objections: 2-3 likely objections and response frameworks

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The Practice Problem Nobody Talks About

Most sales reps practice their pitch on real prospects or waste their manager's time with role-plays. Smart reps use AI as an always-available practice partner that never judges and can simulate any persona.

Simple Workflow: Cold Call Practice

Tools Needed: ChatGPT (voice mode works best)

Watch me practice cold calling for real estate investors over a year ago. The technology has gotten mych better and can really help you practice.
SubTo Seller Objections From ChatGPT - Watch Video

Step-by-Step:

1. Open ChatGPT and enable voice mode

2. Set up the role-play scenario with this prompt:

3. Practice the call out loud

4. Ask for detailed feedback

Let's role-play a cold call.

The Scenario:
- You are: [Specific title] at [Target Company]
- I am: [Your role] at [Your Company]  
- Context: [Your intelligence/reason for calling]
- My Goal: [Specific objective]

I will start the call. Be realistic and challenging. Do not agree to a meeting unless I earn it. After the call ends, provide detailed critique of my performance including what I did well and where I could improve.

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The Strategic Takeaway

AI won't replace salespeople, but salespeople who use AI effectively will replace those who don't. The difference lies in treating AI as a strategic tool rather than a convenience feature.

Stop asking AI to "make things better." Start asking it to solve specific problems in a specific context. The investment in proper setup and prompt crafting pays dividends in every subsequent interaction.

Your competition is still treating ChatGPT like Google. That's your advantage.

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Adapt & Create,
Kamil