267 (Sell) How to Use AI for Prospecting Executives (Kyle Coleman, Copy.ai)

267 (Sell) How to Use AI for Prospecting Executives (Kyle Coleman, Copy.ai)

ACTIONABLE TAKEAWAYS: Identify Strategic Initiatives: Focus on big company bets that are close to revenue, such as IPOs, international expansions, or mergers and acquisitions. Double Personalize Outreach: Combine company-specific observations with industry trends to create messaging that feels hyper-relevant. Build a Strategic Research Framework: Create a table to map key initiatives (e.g., IPO readiness) on one side and sources of information (e.g., 10-K reports, CEO interviews, press releases) on the other. Leverage AI for Efficiency: Use tools like ChatGPT or Copy AI to analyze information from sources like job postings, financial documents, or industry trends. KYLE'S PATH TO PRESIDENT'S CLUB: CMO @ Copy.ai CMO @ Clari VP, Revenue Growth & Enablement @ Clari Director Sales Development & Enablement @ Clari Sr. Director Sales Development & Optimization @ Looker RESOURCES DISCUSSED: Join our weekly newsletter Things you can steal

Episoder(512)

Playbook: Top 10 moments that change the way we sell

Playbook: Top 10 moments that change the way we sell

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Every 10th episode, we tear down one topic. This time, we’re hitting them all. The top 10 episodes and takeaways (so far) that change the way Nick and Armand sell. EPISODES MENTIONED: Episode 6 w/ Ryan Reisert Episodes 4 & 47 w/ Kyle Coleman Episode 17 w/ Sarah Brazier Episodes 16 & 29 w/ Morgan Ingram Episode 1 & 35 w/ Joe Caprio Episode 7 w/ Keenan Episode 8 w/ Kevin “KD” Dorsey Episodes 25 & 46 w/ Charles Muhlbaur Episodes 18 & 40 w/ Adam O’Chart Episode 9 w/ Belal Batrawy RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

12 Mai 202132min

50 (Sell): Getting higher open and response rates with unique twists to your outreach (Florin Tatulea, SDR Manager @ Loopio)

50 (Sell): Getting higher open and response rates with unique twists to your outreach (Florin Tatulea, SDR Manager @ Loopio)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  * Backload your sequences (3 calls in one day then 3 emails in one day) to bump up replies.  * Use subject lines that will elicit an emotional response to drive more opens.  * Get a guaranteed response by sending the “I’m calling you tomorrow” email.  * Cover current state, negative consequences, ideal state, and business outcomes. ====================== Florin’s Path to President’s Club:  * Leads a team of 15+ SDR’s at Loopio * Career coach at SDR Nation RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

5 Mai 202126min

49 (Sell): Leading better meetings by becoming a student of your prospects (Anthony Cessario, VP of Industries & GTM Solutions @ Clari)

49 (Sell): Leading better meetings by becoming a student of your prospects (Anthony Cessario, VP of Industries & GTM Solutions @ Clari)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  * Send a pre-meeting agenda to set expectations and get feedback.  * Start meetings with three big-picture takeaways you want them to walk away with.  * Ask questions one level up on the value pyramid to drive your convo and next steps.  * Validate your value by speaking to the specific pain point of each person. ====================== Anthony’s Path to President’s Club:  * VP of Industries & GTM Solutions // Former VP of Enterprise Sales - West @ Clari * RVP of Enterprise Sales @ Oracle RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

28 Apr 202132min

48 (Sell): Selling the model instead of the features in your negotiations (Anthony Iannarino, President @ SOLUTIONS Staffing)

48 (Sell): Selling the model instead of the features in your negotiations (Anthony Iannarino, President @ SOLUTIONS Staffing)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  Reverse anchor on pricing with exaggerated deal terms.  Sell the model vs the features when in a competitive deal negotiation.  Focus on the outcomes in order to justify the price. You are the value proposition.  Educate the customer on why getting higher level buy-in is in their best interest.  Anthony’s Path to President’s Club:  Over 30 years of sales experience in staffing & B2B  Creator of Iannarino Sales Accelerator  Founder of B2B Sales Coach & Consultancy  RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

21 Apr 202131min

47 (Sell): How to personalize your outbound email at scale (Kyle Coleman, VP Revenue @ Clari)

47 (Sell): How to personalize your outbound email at scale (Kyle Coleman, VP Revenue @ Clari)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  Format your emails with 4 paragraphs: Tailoring, Problem, Value, Ask Ask for interest instead of time in your CTA paragraph Avoid over-using images, GIF’s, and links to minimize getting blacklisted by email servers Personalize at scale with problem-based bucket tailoring for your C tier accounts Kyle’s Path to President’s Club VP, Revenue Growth & Enablement @ Clari Sr Director, Sales Development & Optimization @ Looker A massive LinkedIn following with killer content RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

14 Apr 202132min

46 (Sell): Asking the right questions to break down your disco call (Charles Muhlbauer, Training @ CB Insights)

46 (Sell): Asking the right questions to break down your disco call (Charles Muhlbauer, Training @ CB Insights)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  Ask educated impact q’s like: “Besides X, Y, Z, what else happens because of A?”. Lean on humbling disclaimers before asking the tough questions.  Bring the future to the present: let’s pretend you love what you see...what happens next? Disco flow: High level context > raise issues > identify key issue > get a story > impact questions > recap and playback. Charles’ Path to President’s Club:  Sr Biz Dev Training Manager at CB Insights Founder at SalesShare RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

7 Apr 202132min

45 (Sell): Applying medical device sales techniques to SaaS selling (Katie Mullen, CEO @ MMS Consulting LLC)

45 (Sell): Applying medical device sales techniques to SaaS selling (Katie Mullen, CEO @ MMS Consulting LLC)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  Ask your prospect “what do you like about X” instead of bashing your competition Use wedge questions to uncover pain points where your product wins vs competition Propose a follow up time or figure out the prospect’s buying window and reach out then Send videos to contacts that have gone dark, or shoot them a tentative calendar invite Katie’s Path to President’s Club:  Director of Sales Training Golden Rule of Selling Podcast 9 years of medical device sales RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

31 Mar 202131min

44 (Sell): Booking 80% of your calls from Instagram DM’s (Tara Horstmeyer)

44 (Sell): Booking 80% of your calls from Instagram DM’s (Tara Horstmeyer)

Join the most tactical sales newsletter in the world: https://hubs.ly/Q01-R33G0 Four Actionable Takeaways:  Write a hand written note to your prospect, snap a photo, and message it to them Send Instagram/LI dm, follow with an email, then do a voice note, then video (mix it up) Get proper lighting, clean up the room, smile, and slow it down Read your notes out-loud and don’t be afraid to show some personality Tara’s Path to President’s Club:  Gravy OG (Content + SDR Manager) Founding Managing Editor: RevGenius Mag LinkedIn Top 100 Sales Star RESOURCES DISCUSSED Join our weekly newsletter Things you can steal

24 Mar 202128min

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