MMarketing Against The Grain
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09 May 2024

How To Master Sales Prospecting With Ai In 2024

9Frameworks
13Insights

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Frameworks in this episode

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Hot Take· 1

Hot Take25:00

AI Will Make Prospecting Less Important Over Time

As AI makes acceptable outreach cheap and widely available, inboxes and phones will become saturated with similar messages. Competitive value will shift toward product quality, customer advocacy, brand strength, and channels where audiences encounter a company outside direct outreach.

  • Cheap tactics tend to become saturated
  • Most competitors may achieve basic category awareness
  • Brand and product quality become stronger differentiators
  • Distinctive social, video, and in-person presence gain value

when tactics become really cheap and really easy, they get saturated, right?

Kipp Bodnar · 25:00

So I would say long term, prospecting is going to become less important, not more important, because it's going to get commoditized.

Kipp Bodnar · 26:00
#commoditization#brand#product strategy#go-to-market

Explainer· 4

Explainer04:00

Where AI Outperforms Humans in Sales Prospecting

The hosts compare AI and human performance across prospecting tasks. AI can justify its use even when it performs below human level if a task would otherwise receive no human resources, while equivalent or superior performance creates stronger economic advantages.

  • Evaluate AI relative to human performance for each task
  • Use AI for neglected tasks even when its output is imperfect
  • Consider unit economics when AI and humans perform equally
  • Reserve human effort for work where it adds distinctive value

And if AI is worse than the human for a certain service or a certain task, you would want the AI to do it because…

Kieran Flanagan · 04:30

Then there's certain things AI is equivalent to a human, and it's just unit economics, you know, better resource, you deconomics, it's infinite amount of…

Kieran Flanagan · 04:30
#ai#sales prospecting#automation#productivity
Explainer09:00

Why AI Has an Edge in Cold Prospecting

Cold prospects often receive generic templates because sales representatives have limited information and limited time. AI can profile buyers from sparse data, infer likely problems, and generate individualized messages at a scale that manual prospecting cannot match.

  • Profile buyers from limited available information
  • Infer likely problems from similar buyer patterns
  • Match those problems to relevant solutions or content
  • Generate one-to-one messages at scale

Where I think AI can do a much better job guessing at scale than humans as to what that person's problem might be, and craft…

Kipp Bodnar · 09:30

What AI should be really good at is profiling people, which is kind of what you're insinuating in that that it should be able to…

Kieran Flanagan · 10:00
#cold outreach#buyer profiling#personalization#sales
Explainer14:00

AI Can Learn Which Prospecting Triggers Work

Prospecting triggers include external events such as funding rounds and job changes, as well as internal events such as freemium-product usage. AI can detect these signals, generate timely outreach, and learn which triggers produce better results.

  • Monitor external company and career events
  • Use product activity as an internal trigger
  • Generate outreach tied to the triggering event
  • Compare trigger performance over time

I think AI is gonna be incredible at triggers.

Kieran Flanagan · 14:00

And so I think AI can craft a really great email and over time learn the triggers that work and don't.

Kieran Flanagan · 14:30
#sales triggers#intent signals#product usage#automation
Explainer21:30

Voice AI Already Works for Focused Campaigns

The Bland.ai billboard campaign demonstrates how a dedicated phone number and narrowly defined context can support a responsive voice agent with low latency. Focused product launches, events, and campaigns are currently more viable than unrestricted general-purpose phone interactions.

  • Tie a dedicated number to a specific campaign
  • Train the agent on a narrow body of information
  • Support inbound questions and outbound calls
  • Prefer focused use cases over generic phone agents

Voice AI is already in some ways here and pretty good for like the prospecting voice use case.

Kipp Bodnar · 22:30

when you have very focused use cases today, like this is a voice AI connected to this billboard, you can do it with very low…

Kipp Bodnar · 22:00
#voice ai#phone sales#campaigns#conversational ai

Story· 1

Story12:00

An AI Email Lifted Conversion by 94 Percent

Kipp describes an AI-generated marketing email used immediately after a person became a lead. Its conversion rate increased by 94 percent because the AI matched likely problems to solutions more effectively than conventional marketer-defined segments.

  • AI-generated copy was tested in a live lead flow
  • The first lead email achieved a 94 percent conversion lift
  • Problem-to-solution matching beat fixed segmentation
  • The result suggests similar potential for prospecting

We've now increased that email conversion rate by 94% for the first email that we send somebody after they become like a lead for us.

Kipp Bodnar · 12:30

And the reason for that is because the AI is just much better at guessing problem and matching solution than at the time, like a…

Kipp Bodnar · 12:30
#conversion rate#email marketing#lead nurturing#experimentation

Tool· 3

Tool11:00

Turn Sales Calls Into Prospecting Intelligence

Historical call transcripts give an AI agent more buyer context than any individual salesperson can retain. The agent can recognize recurring problems among similar buyers and connect each prospect to an appropriate resource, message, or next step.

  • Train prospecting agents on call transcripts
  • Identify recurring problems by buyer type
  • Connect inferred needs to relevant content
  • Use accumulated organizational knowledge at scale

And like if you're doing prospecting, you can train your prospecting agent on all your call transcripts.

Kipp Bodnar · 11:00

Like, oh, this type of buyer normally has this type of problem.

Kipp Bodnar · 11:30
#call transcripts#sales intelligence#training data#content matching
Tool20:00

Build a Low-Cost CRM-to-OpenAI Prospecting Workflow

A simple automation can send a new form contact from a CRM to Zapier, have OpenAI draft an email from a prepared template, and write that draft back to the CRM. The salesperson then receives a ready-to-review message when picking up the lead.

  • Trigger the workflow when a contact submits a form
  • Send the contact data from the CRM to Zapier
  • Generate an email with OpenAI and an existing template
  • Write the draft back into the CRM for the representative

And so when the rep goes in to pick that lead up, there's a prospect and email ready for them to send out.

Kieran Flanagan · 20:30

And that's a pretty pretty cheap. It's pretty cheap. It's not hard.

Kieran Flanagan · 20:30
#zapier#crm#openai#workflow automation
Tool28:00

Build a Custom GPT That Writes Like Your Customers

Sales-call transcripts can be combined and analyzed for recurring themes, categories, tone, and exact customer language. That analysis can become the reference document for a custom GPT that revises marketing and sales material to sound customer-focused rather than product-focused.

  • Transcribe and combine sales calls
  • Separate closed-won and closed-lost conversations
  • Extract themes, categories, tone, and recurring language
  • Upload the resulting guide to a custom GPT
  • Expand the repository with support tickets, reviews, and social mentions

Compile all your transcriptions together. So you get like one document, you transcribe all your sales calls, you put all the sales calls into a…

Kieran Flanagan · 28:30

you actually have a Grammarly like tool that will correct any content you give to that custom GPT to speak in the language used by…

Kieran Flanagan · 30:30
#customer language#custom gpt#sales calls#copywriting#voice of customer

Takeaway· 4

Takeaway05:00

AI Prospecting Is Only as Strong as Its Data

AI can categorize large datasets, identify themes, infer tone, and select relevant talking points more efficiently than a salesperson. Its writing may be comparable to human writing, but access to rich company and buyer data determines whether the resulting message is useful.

  • Improve source data before optimizing generated copy
  • Use AI to categorize themes and customer language
  • Supply company and individual context
  • Treat data quality as the ceiling on message quality

The better the data, the better the output.

Kieran Flanagan · 05:00

So on the data side, I think it's better than the human. And on the write-in skills, it's the same as the human.

Kieran Flanagan · 05:30
#data quality#personalization#ai#sales
Takeaway15:00

The Magic Insight That Makes Outreach Feel Human

A strong prospecting email needs more than company-level relevance. A humorous or personal detail about the recipient can demonstrate genuine familiarity, but it should only be used when enough reliable public information exists to support it.

  • Personalize for the individual as well as the company
  • Look for a distinctive personal anecdote
  • Keep the email short and direct
  • Omit personal details when evidence is weak

It's just like personal, it's this humorous thing about that person that feels like it came from an actual human, another human, right?

Kieran Flanagan · 15:00

If you can't find that many things, then don't include because that person's just not online, right?

Kieran Flanagan · 17:30
#email copywriting#personalization#outreach#buyer research
Takeaway18:00

Use Confidence Gates Before Sending Personalized Outreach

Individual and company personalization should be evaluated separately because the available evidence may differ. If either dimension lacks sufficient reliable data, the system should omit the unsupported detail or route the message to a human rather than manufacture familiarity.

  • Score individual and company evidence separately
  • Set a minimum confidence threshold
  • Suppress unsupported personal anecdotes
  • Escalate low-confidence messages to a human

You could break personalization into personalized for the individual, personalized for the company.

Kieran Flanagan · 18:00

And if it doesn't have the confidence score, it knocks it over to a human.

Kieran Flanagan · 19:00
#confidence scoring#guardrails#personalization#human review
Takeaway26:30

Unique Customer Data Creates the Best Outreach

Teams that merely activate an off-the-shelf prospecting tool will converge on average-quality output. Better results will come from proprietary signals, such as recent social engagement or channel subscriptions, that competitors cannot easily observe or operationalize.

  • Capture proprietary customer and prospect signals
  • Use recent engagement to time outreach
  • Turn unique data into a relevant personal insight
  • Avoid relying exclusively on default tool output

And I think the data will really matter in the quality of the prospect.

Kieran Flanagan · 26:30

Look, data is going to be the core currency here.

Kipp Bodnar · 27:00
#first-party data#intent data#competitive advantage#prospecting