Prepare useful outreach

7 conversations to explore

1. Episode 50

   Prove One Prospecting Play Before Automating More

   With Dan Oakes, Founder at Startup Sales Consulting

   Dan Oakes recommends a frequent, useful trigger, clear workflow ownership, and a willing pilot rep before expanding AI-assisted outreach.

   Topics: AI in sales · Research · CRM and workflow · Discovery

2. Episode 49

   Research the Names Before You Ask for an Introduction

   With Alana Nicol, Owner/President at Gerry Weinberg & Associates / Sandler Training

   Alana Nicol explains how ICP, LinkedIn connections, and a drafted introduction make it easier for a willing contact to help.

   Topics: Referrals and introductions · Research · LinkedIn · ICP

3. Episode 48

   Give Prospects Something Useful Before Asking for Their Time

   With Joe Knotts, Fractional Sales Leader at Sales Xceleration

   Joe Knotts describes useful lead magnets, relevant company signals, and message testing that give outreach a clearer reason to exist.

   Topics: Research · Messaging · AI in sales · Email

4. Episode 25

   Make Outreach Personal Before Asking for a Meeting

   With Steve Cashdollar, Sandler Trainer at Sandler Training Steve Cashdollar

   Steve Cashdollar examines specific personalization, curious calls to action, multichannel follow-up, and a digital presence that supports trust.

   Topics: Messaging · Research · Follow-up · LinkedIn

5. Episode 21

   Find a Human Reason to Reach Out in an AI-Crowded Inbox

   With Dan McCoy, Founder at DLM Advisors

   Dan McCoy discusses researching shared context, building a network, and using AI as an assistant while keeping outreach recognizably human.

   Topics: Research · Referrals and introductions · AI in sales

6. Episode 6

   Use AI to Rehearse, Take Notes, and Follow Up with Care

   With Jeff Borovitz, President at Sandler by Selling with Jeff

   Jeff Borovitz explores AI roleplay, richer call notes, and reviewed follow-up drafts while keeping disclosure and human context central.

   Topics: AI in sales · Sales training · CRM and workflow · Follow-up

7. Episode 5

   Prepare Discovery Questions Before Recommending a Solution

   With Dan Cubr, Sandler Trainer at EAM Consulting Group

   Dan Cubr explains pre-call planning, buyer context, and questions that uncover pain before a seller jumps to a solution.

   Topics: Research · Discovery · Qualification · Next steps