パーソナライズされたアプローチの作成

AI for Sales

Jody Geiger

Co-Founder, AI Sales Studio

人間らしさを保つ

  • 一般的なアプローチは無視される
  • AI＝スピード、自分＝声
  • 目安：実際にこう言えるか？

*画像：「自分らしい」とラベルのついたスピーチバブル付きメールアイコン*

AI for Sales

簡易スタイルガイドを作成する

*画像：ハイライト付きの2枚のメールカードを並べて表示*

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  • 返信を得たメールを2〜3件抽出する
  • パターンを確認：文の長さ・書き出し・行動喚起（CTA）
  • 自分らしいフレーズをメモする
AI for Sales

Copilot向けに簡潔なブリーフを書く

*画像：ブリーフボックスからCopilotロゴ、3枚の下書きカードへの流れ*

  • 相手：ペルソナと役割のコンテキスト
  • フック：具体的な最近のシグナル1つ
  • 価値：実際に解決できる課題1つ
  • 依頼：負担の少ない次のステップ1つ

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  • 入力 --> 短いバリエーション3つ
  • 書き出しとCTA（行動喚起）は維持する
  • 誇張表現を避け、平易な表現を優先する
AI for Sales

3文構成とペルソナ調整

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CFO向け（コストとリスクに焦点）

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?

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営業VP向け（パイプラインと時間に焦点）

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?
AI for Sales

明瞭さと信頼性を高める編集

修正前

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?

修正後

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?

$\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\space\Downarrow$

  • 3回の見直し：明瞭さ・信頼性・20%削減
AI for Sales

価値を加えるフォローアップ

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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?

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  • 「just following up」は使わない
  • 証拠・比較・質問のいずれか1つを共有する
  • 3つの型：軽いリマインド・付加価値（例）・転送メモ
  • 注意事項：AIによる事実の捏造は禁止
  • メッセージの責任は自分が持つ
AI for Sales

練習しましょう！

AI for Sales

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