The Transaction

Actually Actionable Advice For Implementing AI with Jake Dunlap - Ep 59

Jul 6, 2025
Join Jake Dunlap, CEO of Skaled Consulting and an AI B2B strategy expert, as he shares actionable insights on integrating AI into sales processes. Discover why sales leaders should move beyond mere activity metrics and emphasize critical thinking among their teams. Jake dives into the benefits of personalized outreach and AI tools, discussing how to craft tailored messages that resonate with clients. He also navigates the importance of training and the playful side of using AI to enhance client relationships—all while sprinkled with lighthearted anecdotes!
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ANECDOTE

AI Saves Reps Hours Weekly

  • A client deployed a custom AI assistant for field reps to automate SKU research.
  • This saved each rep 3-4 hours per week and improved preparation efficiency significantly.
ADVICE

Focus AI on Sales Bottlenecks

  • Deploy AI to solve specific bottlenecks in your sales process to save time and boost efficiency.
  • Focus AI use on research and preparation tasks to save hours weekly per rep and enhance outbound relevance.
ADVICE

Train AI With Buyer Context

  • Customize AI prompts using company-specific value propositions and buyer persona research.
  • Train AI to evaluate your marketing and sales content through the eyes of your buyers to get actionable feedback.
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