Save 3 months a year while becoming a top 1% seller

Ryan Staley shares a secret weapon, once discussed privately with a Fortune 50 executive, that now takes only a few minutes thanks to tools like Claude, ChatGPT, or Copilot. This method can save you three months of time over a year and offers a simple tactic that 90% of people miss.

Steps to Follow:

1. Access Claude: Use the prompt tool set up for pre-meeting research to streamline the process.

2. Research Company Information:

   • Annual Report: Review to understand strategic initiatives and financial summaries.

   • CEO Letter: Note key messages or priorities, focusing on new developments.

   • 10k Report: Identify major risks to grasp potential challenges.

   • Financials: Examine yearly financial summaries for trends relevant to your meeting.

3. Create a Guide: Compile a customized meeting preparation guide using the gathered data, highlighting strategic initiatives, risks, and financial insights.

Efficiency Tips:

• Get comfortable with the prompt tool to maximize efficiency.

• Develop a quick system for scanning and extracting key information.

• Use templates for the meeting guide to save time on formatting.

Great discovery calls with ChatGPT

Kyle Asay talks about the importance of having a strong perspective in discovery meetings. He suggests a specific way to use ChatGPT to prepare.

Before a meeting, he uses this prompt with ChatGPT:

“I am a salesperson for [your company]. I have a discovery meeting scheduled with the [prospect title] at [prospect company]. What are some insights I can share with the customer on my upcoming call? Please include industry trends, role trends, and use case trends.”

Kyle explains that specific and well-informed questions help ChatGPT provide useful answers, unlike generic questions which result in poor responses.

He has successfully used this method to teach ChatGPT his selling frameworks and has created a resource to help others do the same.

Found gold while researching an account?

When you discover significant information about a prospect or their company, here's how you can connect it to the solutions you offer, as discussed by Will Aitken:

1. Utilize ChatGPT: Inform ChatGPT about what your product or service does.

2. Input your findings: Provide the details you've uncovered about the prospect.

3. Request insights: Ask ChatGPT to identify potential issues that your product can solve based on your research.

For example, if you're selling Chili Piper to a company like Clari, which has recently integrated another company (Groove), you might discuss common challenges such as CRM data integration and delayed lead follow-ups. Highlight how Chili Piper’s lead routing rules could be beneficial.

• First Follow-Up Email: Address possible issues like complications in lead ownership due to staff changes post-acquisition. Explain how Chili Piper ensures leads are assigned accurately, improving the customer experience.

• Second Follow-Up: Include a brief video demonstrating Chili Piper's routing rules.

This strategy is effective and can be applied to other companies undergoing similar changes to scale your efforts. Will Aitken shares the two specific emails in his post.