打造個人化外聯

AI for Sales

Jody Geiger

Co-Founder, AI Sales Studio

保有人味

  • 泛用外聯常被忽略。
  • AI＝速度，你＝聲音。
  • 判斷準則：這是你真的會說的話嗎？

*圖片：單一電子郵件圖示，對話框標示「聽起來像我」*

AI for Sales

建立你的迷你風格指南

*圖片：兩張小型電子郵件卡片並排，重點標示*

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  • 挑出 2–3 封有獲得回覆的郵件
  • 找出模式：句長、開場、行動呼籲（CTA）
  • 記下像你口吻的片語
AI for Sales

為 Copilot 撰寫精準簡述

*圖片：從簡報框到 Copilot 標誌再到三張草稿卡片的流程*

  • Who：人物與角色情境
  • Hook：一個具體、近期的訊號
  • Value：你真能解的單一問題
  • Ask：一個低承諾的下一步

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  • 輸入 → 產出 3 個短版變體
  • 保留你的開場與 CTA（Call to action）
  • 拒絕誇大，偏好淺白英文
AI for Sales

三句話＋角色微調

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給 CFO（聚焦成本與風險）

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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給銷售副總（聚焦銷售管道與時間）

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

快速編修：清楚與可信度

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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  • 三輪編修：更清晰、更可信、刪 20% 冗字
AI for Sales

有內容的跟進訊息

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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?

$$

  • 不要用「just following up」
  • 分享一個證據、比較或問題
  • 三種風格：提醒、加值（此例）、轉寄便條
  • 防呆：不編造 AI 事實
  • 你要為訊息負責
AI for Sales

一起來練習吧！

AI for Sales

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