AI in Sales (Part 2): Pre-Call Research and Content Creation

2025-10-13

In part two of their AI series, Bill and Bryan get specific—sharing real examples of how they use AI in their daily sales work. Bill walks through actual ChatGPT conversations for client prep (including a memorable moment when the AI got it wrong about an ESOP), while Bryan demonstrates how he uses Claude to research prospects and create strategic talking points.You'll hear how they validate AI-generated research during sales calls, why telling clients "I did some research" actually builds credibility, a...

In part two of their AI series, Bill and Bryan get specific—sharing real examples of how they use AI in their daily sales work. Bill walks through actual ChatGPT conversations for client prep (including a memorable moment when the AI got it wrong about an ESOP), while Bryan demonstrates how he uses Claude to research prospects and create strategic talking points.

You'll hear how they validate AI-generated research during sales calls, why telling clients "I did some research" actually builds credibility, and how AI makes follow-up more thorough and rigorous. Plus: Bill's detailed prompt for creating pre-meeting introduction videos that position you as an expert before you even get on the call.

If you're still not using AI for sales prep and follow-up, this episode will show you exactly where to start—with real prompts, real mistakes, and real results.

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