Using AI to Sell: What's Changing for Owner-Led Sales Teams

What we'll talk through

1. 01

   Account research and meeting prep

   Using AI to learn about a prospect, their company and their industry in a few minutes before a call.

2. 02

   Follow-up and proposals

   Writing follow-ups and proposals faster without them sounding canned.

3. 03

   Pipeline reporting

   Getting a clear picture of the pipeline each week without hours in spreadsheets.

Questions we'll get into

The kind of questions people bring. Bring your own too.

• “Can AI help my salespeople prep for calls faster?”
• “How do I keep AI-written emails from sounding like everyone else's?”
• “What should I do myself versus hand to my sales team?”
• “Can it help me make sense of our CRM or pipeline numbers?”
• “Which tools are worth paying for?”

How the 45 minutes go

1. 01

   Intros

   A quick round of who's here and what each person wants to get out of it.

2. 02

   Walkthrough

   Kyle talks through the topics above with real examples.

3. 03

   Your questions

   Open conversation. Most of the time goes here.

Who it's for

CEOs, owners and C-suite leaders of owner-led and mid-size companies.

• Capped at 6 people, so there's time for everyone's questions.
• No technical background needed.
• Nothing to prepare. Just bring your questions.

Your host