Crafting personalized outreach

AI for Sales

Jody Geiger

Co-Founder, AI Sales Studio

Keep it human

Generic outreach gets ignored
AI = speed, you = voice
Rule of thumb: would you actually say this?

*Image: Single email icon with speech bubble labeled Sounds like me*

Build your mini style guide

*Image: Two small email cards side by side with highlights*

Pull 2-3 emails that earned replies
Spot patterns: sentence length, opener, call to action (CTA)
Note phrases that sound like you

Write a tight brief for Copilot

*Image: Flow from brief box to Copilot logo to three draft cards*

Who: persona and role context
Hook: one specific, recent signal
Value: one problem you actually solve
Ask: one low-commitment next step

Input --> 3 short variants
Keep your opener and CTA (Call to action)
Reject hype, prefer plain English

Three sentences and persona tuning

To a CFO (focus on costs and risk)

Subject: Cut acquisition costs without slowing growth

Hi Chris,

I came across your post on AI’s impact on sales performance. Sharp take.

I’ve been working with finance leaders who are using AI to reduce sales costs
 by 10–20% while improving forecast accuracy. The key: identifying and
 prioritizing accounts most likely to convert, so spend aligns with ROI.

Would it make sense to share a quick example of how they're doing it?

To a VP of Sales (focus pipeline and time)

Subject: Build stronger pipelines in less time

Hi Chris,

Loved your post on AI and sales performance. Spot on.

Sales leaders I work with are using AI to spot high-intent accounts earlier,
so reps spend more time with buyers who are ready to move.
The result: shorter cycles, cleaner pipeline coverage,
and higher win rates without adding headcount.

Worth sharing a quick example of how they're doing it?

Edit fast for clarity and credibility

Before

Subject: Cut acquisition costs without slowing growth

Hi Chris,
I saw your post on how AI is transforming
sales performance - insightful read.
Many finance leaders I work with are using AI
not just to drive growth, but to cut
acquisition costs and reduce forecast
uncertainty by identifying which accounts
are truly worth pursuing.

Would you be open to a brief 10-minute chat
to explore how this could help optimize spend
and lower risk in your sales process?

After

Subject: Cut acquisition costs without slowing growth

Hi Chris,

I saw your post on how AI is transforming sales performance. 
Great insights.

Finance leaders I work with are using AI to reduce 
acquisition costs by 10 to 20% and improve forecast accuracy, 
by focusing resources on the accounts most likely to 
convert.

Would it make sense to share a quick example of how they’re 
doing it?

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Three passes: clarity, credibility, cut 20%

Follow-ups that add value

Subject: Quick example from a recent AI project

Hi Chris,

Thought you might find this relevant.

A sales org I worked with recently cut acquisition costs 
by 18% using AI to pinpoint high-value accounts earlier 
in the cycle. It helped them focus spend where conversion 
likelihood was highest.

Would it make sense to share how they approached it?

Don't use "just following up"
Share one proof, comparison, or question
Three flavors: nudge, value-add (shown here), forwarded note
Guardrails: no AI made-up facts
You own the message

Let's practice!

AI for Sales