How to Use AI in Sales: Prospecting to Close

A practical, step‑by‑step playbook to apply AI across prospecting, research, outreach, and scheduling—plus where a CRM fits in.

Who it’s for

Sales leaders, founders, and SDR/BDR teams

Benefits

• Automate research to find and qualify more prospects
• Personalize outreach at scale while protecting deliverability
• Shorten cycles with scheduling and CRM workflows

How-to: step by step

1. Define Ideal Customer Profile (ICP)
   Describe industries, roles, firmographics, and tech signals. Feed the ICP to your AI agent and CRM segments.
2. Prospect Discovery
   Use AI to analyze sources (directories, sites, maps) and propose prospects that match your ICP with confidence scores.
3. Contact & Email Discovery
   Verify emails using multiple APIs and pattern checks; enrich with company and role info.
4. Personalized Outreach
   Generate first‑touch and follow‑up emails using recent news and role‑specific value props. Keep tone consistent and short.
5. Scheduling & Handoffs
   Insert smart scheduling links, log activities in CRM, and create opportunities automatically upon replies.

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