How To Automate Sales Prospecting With AI (Full Workflow)

prospecting block on my calendar every day.

And most days I show up and I'm like, what

the **** am I supposed to do today?

Exactly.

As I look back on it, I'm like, okay, great.

So if I run the math, I do 31 activities.

Of those 31 things, only like three of them were actual legit meaty interactions.

You just need a way to stay organized, right? Like the old school way, I will sell before there are sequencing tools, right? Within your CRM, what you can do is like, you go and just basically, you're like, okay, cool.

I just did my cold email.

I'm going to create a task now, or just I'm going to move my tasks to follow up two days later.

You just need a way to make sure you don't forget.

That's really it.

That's really key.

Okay.

So you need a way to basically manage your workflow.

Can you automate this? So I would have it do it for you automatically, right? I have different trigger events built within Cloud.

One big key trigger event for me is basic companies are hiring salespeople, right? Now, I don't need it every single day.

I have it run just once a week.

So what it does every Friday is it basically goes through, it looks after our target market, right? Looks for this trigger event and it pulls a list of the most likely to probably engage based on the recency of the trigger event.

And it gives me a list of people to work on.

I only do anything.

It's automated.

It's a scheduled task within a clock.

So it knows ICP.

It does all that, right? You could do the same thing.

It could be daily if you want to, but the daily trigger or weekly trigger might tell you something different.

It might have some other more recent thing that happened that might be a better reason to reach out.

So you could have a daily trigger or it could be a weekly trigger to automate.

And basically, you just have a setup where it's, hey, look for these type of triggers every single day and have it do before you log in.

the day.

So that way, that can be the first thing you check.

So for example, on Friday morning, I just check that.

I'm like, cool.

All right, here's my new ones.

Great.

This is how I do daily trigger into a Google Sheet.

So it puts in there, okay, here's a company, here's a person, here's some key details that I want to re-verify.

I want to understand the why, because sometimes it has errors still, right? So I may take that lesson and prune it down more.

My whole goal of this is, will this tell me to re-prioritize anything? Will this tell me to focus my energy anywhere else? So this goes on Google Sheets for the verification.

And then if it's good, then I'll add to the sequence.

So what mine does, because I have Apollo, it goes to Google Sheets.

I double check it.

I say, go on these ones, decline these ones.

Boom, it goes and researches it.

But then it puts all my notes from the research inside of Apollo.

So this way, when I go to hit my tasks, I know what to do.