The AI Playbook for Sales: How to Book More Meetings & Close More Deals With AI | Jake Dunlap | Ep. 286 (Sell)
Feb 11, 2025
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Jake Dunlap, CEO of Skaled Consulting and former VP of Sales, shares his expertise on leveraging AI to enhance sales strategies. He discusses the importance of using ChatGPT for tailored outreach, emphasizing industry jargon to build credibility. Dunlap provides actionable tips for refining email sequences and crafting smarter discovery questions that resonate with decision-makers. His insights focus on blending AI capabilities with human intuition, ultimately transforming how sales professionals approach prospecting and closing deals.
Leveraging generative AI tools like ChatGPT for targeted prospect research significantly enhances the effectiveness of outreach and meeting bookings.
Utilizing AI for scenario planning allows sales representatives to refine strategies and proposals based on tailored insights for deal closures.
Deep dives
Effective Prospecting Strategies
Prospecting effectively involves leveraging generative AI tools to enhance research efforts. Instead of defaulting to Google, sales professionals can input specific links and request ChatGPT to summarize key business elements, such as how a company makes money and potential product alignment. This targeted approach allows for deeper insights into companies, ultimately leading to more informed outreach and an increased likelihood of securing meetings. Understanding these operational paradigms through AI assistance helps streamline the prospecting process significantly.
Closing Deals with Scenario Planning
Scenario planning is crucial for closing deals, as it prepares sales representatives for competitive situations. By feeding ChatGPT detailed information about the deal's context, representatives can obtain tailored advice on what to include in proposals, which factors to emphasize, and potential pitfalls to avoid. This structured approach allows for comprehensive strategy refinement while maximizing the chances of a successful deal closure. Using AI for scenario planning saves time and enhances the quality of proposals through informed decision-making.
Personal Skill Development Using AI
Sales professionals are encouraged to take control of their skill development using AI as a personal training assistant. By inputting their background and specifying areas for growth, such as communication skills, users can generate tailored training programs and interactive learning assessments. For example, ChatGPT can create detailed agendas or trivia games focused on developing specific competencies. This proactive use of AI not only fosters personal growth but also empowers salespeople to enhance their professional capabilities independently.
Custom AI Tools for Sales Enhancement
Custom AI tools are emerging as vital assets for enhancing sales processes and workflows. By creating tailored GPTs, sales teams can streamline tasks like discovery call preparation, which traditionally required significant manual input. These tools can store critical information, making it easy for users to access relevant data quickly and efficiently before meetings. This shift towards automation of routine tasks not only frees up valuable time for sales personnel but also boosts overall effectiveness in their outreach and engagement tactics.
ChatGPT Research Triangle: Before outreach, prompt ChatGPT with the industry (including sub-industry), job title, and your product’s value. This ensures messaging aligns with trends relevant to the prospect.
Use Industry Jargon: Ask ChatGPT for insider terminology that VPs in specific industries use. This makes your messaging sound more credible and tailored to their world.
Refine Email Sequences: Provide ChatGPT with your email templates and ask it to integrate industry-specific revenue drivers. This keeps messaging structured while adding personalization.
Smarter Discovery Questions: Use ChatGPT insights to refine questions that demonstrate expertise. Instead of generic asks, tailor them to industry trends and job-specific challenges.
PATH TO PRESIDENT’S CLUB
CEO @ Skaled Consulting
VP Sales @ Nowait, Inc. (acquired by Yelp)
Head of Sales & Customer Success @ Chartbeat
Vice President of Sales, Success, and Sales Operations @ Glassdoor