ChatGPT for Sales: Lead Generation & Sales Prospecting

We’ve all heard that ChatGPT is a powerful tool capable of accomplishing many tasks, but most people are still just scratching the surface of what it is capable of.

If you want to use this powerful tool to boost your team’s productivity and add a powerful sales prospecting tool in your arsenal, this article includes everything you need to know to go from beginner to pro!

After you’re done reading this article, you’ll be able to use ChatGPT to automate your sales funnel!

What is ChatGPT?

ChatGPT is an advanced language model. It is trained on a vast corpus of internet text and utilizes a combination of pattern recognition, language modeling, and deep learning techniques to generate meaningful text.

To use ChatGPT, you need to create an OpenAI account. It’s free to get started. Once your account is set up, you’ll see the ChatGPT homepage and can use it.

ChatGPT first dashboard after account creation

As you’ll soon learn, using ChatGPT isn’t as easy as it seems. You need to know how to craft effective prompts and optimize your settings to leverage it fully for sales prospecting. So, let’s go through these steps in more detail.

Create an account

Before you can use ChatGPT, you need to create an OpenAI account. Go to this page (or download the ChatGPT iOS app) and click Try ChatGPT. Next, create a new account or sign in to an existing one.

To get the best ChatGPT experience, you can choose the highest tier subscription available. It’ll unlock many extra benefits like faster response times, access to new features, choice of models, multiple languages, and ChatGPT plugins.

If the model's response differs from what you expected, ask it to elaborate or dig deeper into specific aspects of your query. For specific ChatGPT prompts for your sales and marketing efforts, read on.

Overall, try experimenting with different prompts, approaches, and variations to understand ChatGPT’s capabilities and how it responds to varying inputs. Plus, remember to evaluate and fact-check the information it provides.

Manage system messages and settings

You can also guide the behavior of ChatGPT by using system messages, which are high-level instructions placed in curly braces. For example, you can type “{You are a business expert.}” and set the context for the conversation.

Similarly, you can limit response length if you don’t want to get huge blocks of text as responses each time. For example, add “{Max tokens: 50}” in a system message to restrict the response length to 50 tokens.

Now, let’s talk about data security. When learning ChatGPT, you’ll often be told not to input personal details in your prompts. The reason behind this is that OpenAI uses your conversations as training data.

To ensure your privacy, here are the steps to disable it. First, open Settings, select Data controls, and toggle off Chat History & Training.
‍

This setting doesn’t carry over to other browsers and devices where you also use ChatGPT, so you’ll have to change it for each one accordingly. To learn more about data controls, check this FAQ page.

What is ChatGPT for sales and how to use it for sales prospecting?

ChatGPT for sales refers to the use of OpenAI’s ChatGPT tool to perform sales-related tasks such as lead generation automation.

Many sales professionals use ChatGPT to perform repetitive tasks such as data entry, AI message generation, and chat responses.

There are many ways of using ChatGPT for sales. Here are a few ways to apply ChatGPT in your organization:

1. Research prospects faster

Summarize a prospect’s LinkedIn profile
Identify pain points based on their job title or company
Enrich data with third-party information

2. Generate personalized cold emails or DMs

Generate personalized subject lines and recommend best send times
Draft personalized cold email messages using dynamic tokens
Create multiple versions for A/B testing

3. Create outreach sequences

Plan a multi-step sequence with variations in tone and message style
Draft personalized messages for emails in the sequence

4. Qualify leads quickly

Assign lead scores using predictive analytics
Automatic lead qualification based on custom criteria
Analyze CRM notes or messages to help decide if a lead is worth pursuing

5. Handle objections & follow-ups

Train ChatGPT on common objections and use it to suggest confident responses
Tailor responses based on CRM data or previous interactions
Automatically send a follow-up emails to provide more details

Benefits of automating ChatGPT for sales

Research by Forrester shows that companies utilizing AI-driven data achieve a 10% higher conversion rate and a 30% shorter average sales cycle.

Here’s how automating Chat GPT for sales can bring numerous benefits, significantly improving customer satisfaction and sales productivity:

Improved customer engagement

ChatGPT can analyze customer behavior, preferences, and past interactions to improve personalization and engage potential customers.

For example, interactive features like product suggestions and proactive follow-ups help keep customers interested and engaged with your brand.

Using ChatGPT for sales prospecting automation can also provide customers with 24/7 support.

AI-powered chat assistants can answer common questions or send auto-replies during outside of office hours or when no team members are available.

Efficient lead generation

ChatGPT can engage website visitors or social media users in real-time, asking targeted questions to gather essential information such as needs, budget, and timeline.

This allows the AI to quickly qualify whether a lead is a good fit and pass qualified prospects with good lead scoring to the sales team for follow-up, saving time and resources.

Additionally, ChatGPT can capture and organize lead data automatically, reducing manual entry errors and ensuring a more organized sales pipeline.

It can also nurture leads by providing relevant content, answering follow-up questions, and guiding users through the buyer’s journey, keeping them engaged and moving closer to a purchase decision.

Increased sales productivity

A recent study from Salesforce found that 64% of salespeople's time is spent on non-revenue-generating activities like data entry and follow-ups.

Another study by PwC claims automating routine sales tasks with AI can improve team efficiency by 20-30%.

ChatGPT can automate many low-value tasks like data entry and email follow-ups. That means sales representatives have more time to concentrate on revenue-generating activities and relationship building.

Using ChatGPT prompts for sales and marketing

A ChatGPT prompt is a question or set of instructions that you provide to the model to generate useful outputs.

Sales and marketing teams can use ChatGPT prompts to be more efficient with lead generation, email outreach, data entry, and other job functions.

Here are some ideas and effective prompts for ChatGPT you can use for sales and marketing:

Qualifying leads

With the right ChatGPT prompts, teams can gather key information about leads in a fraction of the time.

In fact, Salesforce reports that AI-powered sales tools, like ChatGPT, enable teams to qualify leads 73% faster.

Here are some ways to use ChatGPT for lead qualification, along with sample use cases and prompts:

1. Use case: website chatbot to qualify inbound leads

Sample Prompt: "Act as a chatbot for a B2B software company. Ask the visitor their company size, what kind of solution they're looking for, what challenges they currently face, and if they’re looking to make a decision in the next 1-3 months."

2. Use case: pre-call lead research

Sample Prompt: "Given this LinkedIn profile and company website, summarize what this company does, their potential pain points, and why they might be a good fit for our digital marketing services."

3. Use case: lead scoring via CRM integration

Sample Prompt: "Based on this conversation transcript, score the lead on a scale from 1 to 10 for readiness to buy. Consider their stated budget, urgency, and product fit."

Creating sales scripts

With the right prompts, you can craft scripts tailored to different buyer personas, industries, products, or sales stages.

This saves time, improves consistency, and helps reps feel more confident and prepared.

Here’s how to use ChatGPT prompts for sales script creation:

1. Use case: cold call script for B2B outreach

Sample Prompt: "Create a cold call sales script for a rep introducing a workflow automation tool to IT managers at mid-sized tech companies. The script should include a strong opening, a value proposition, qualifying questions, and a soft close for a meeting."

2. Use case: objection handling script

Sample Prompt: "Write a script with responses to the three most common objections prospects have when buying marketing automation software: 'It’s too expensive,' 'We already use something similar,' and 'Now’s not a good time.'"

3. Use case: upsell or cross-sell script

Sample Prompt: "Write an upsell script for a customer who’s currently using our basic subscription plan. The goal is to move them to the premium plan by highlighting advanced features and added value."

Summarizing meeting notes

Stop wasting time summarizing meeting notes. Let ChatGPT do that for you!

Simply feed it a transcript of the meeting and it will give you clean, professional summaries in a matter of seconds.

Here’s how to use ChatGPT for summarizing meeting notes:

1. Use case: sales call summary

Sample Prompt: "Summarize the following sales call notes into a professional email recap. Highlight the client’s needs, any product features discussed, objections raised, and the agreed-upon next steps." (Paste call notes or transcript below the prompt)

2. Use case: client onboarding call summary

Sample Prompt: "Write a summary of a client onboarding meeting. Include goals discussed, timeline expectations, tools to be used, and any questions the client had."

3. Use case: post-demo client recap

Sample Prompt: "Summarize this demo call. Emphasize the key features shown, how they align with the client’s needs, any pricing questions, and what was agreed for next steps."

Generating outreach messages

Perhaps the best-known use case for ChatGPT is generating text. That’s great news if you aren’t a huge fan of writing cold outreach!

Not only do ChatGPT prompts save an unfathomable amount of time, but they can also help you get more personalized.

Here’s how to use ChatGPT for generating outreach messages:

1. Use case: cold email outreach for lead generation

Sample Prompt: "Write a cold email introducing our marketing automation software to a CMO at a mid-sized retail company. The email should focus on how our tool helps increase lead conversions and save time with automated campaigns. Include a call to action to schedule a demo."

2. Use case: LinkedIn outreach to connect with potential clients

Sample Prompt: "Write a LinkedIn connection request message for a business development manager at a fintech company. Mention a recent industry trend and briefly introduce how our solution could help streamline their operations."

3. Use case: re-engagement follow-up for dormant leads

Sample Prompt: "Write a re-engagement email to a lead who previously showed interest in our software but hasn’t responded to our last three emails. Mention new features or updates that could be relevant to their business and suggest scheduling a quick call to discuss how we can help them."

Lead follow-up

Follow-up messages are crucial for nurturing leads and staying top of mind. But drafting tons of follow up emails to different leads and different buying stages is not sustainable.

Here’s how you can use ChatGPT prompts to generate lead follow-up messages:

1. Use case: follow-up after initial contact

Sample Prompt: "Write a follow-up email for a lead who requested more information about our product during the initial contact but hasn’t responded. In the email, politely remind them of the value we can offer, offer to answer any questions, and suggest scheduling a call to discuss further."

2. Use case: follow-up after a meeting or call

Sample Prompt: "Write a polite follow-up email to a prospect who had a call with us last week. Reiterate the main benefits discussed, mention any specific requests or questions they had, and ask if they would like to schedule another meeting to review the next steps."

3. Use case: follow-up after sending a proposal

Sample Prompt: "Write a follow-up email to a prospect who was sent a proposal for our marketing services last week. Ask if they have any questions about the proposal, offer to clarify any details, and propose a time to review the next steps."

Upselling and cross-selling

Upselling and cross-selling strategies involve offering higher-value products complementary products to customers who are already engaged with your business.

Here is how you can use ChatGPT prompts to help you craft persuasive and personalized messages for both upselling and cross-selling.

1. Use case: upselling after a purchase

Sample Prompt: "Write an upsell email to a customer who just purchased our basic subscription plan for an email marketing platform. Highlight the features of our premium plan, such as advanced analytics and automation tools, and explain how it can significantly improve their results."

2. Cross-selling complementary products

Sample Prompt: "Write a cross-sell email to a customer who just purchased a laptop from our online store. Suggest complementary products such as a laptop case, external hard drive, and a wireless mouse, emphasizing how they enhance the overall experience."

3. Cross-selling after a service or subscription renewal

Sample Prompt: "Write a cross-sell email for a customer who just renewed their subscription to our accounting software. Offer them an add-on feature, such as payroll integration, and explain how it can streamline their business operations."

Coaching and training sales teams

ChatGPT can assist with training reps on best practices, objection handling, role-playing scenarios, and even analyzing sales calls or emails.

Here is how you can use ChatGPT prompts to support effective sales coaching and training:

1. Use case: objection handling training

Sample Prompt: "Create a list of the top 5 objections I might hear when selling our marketing automation software to a mid-sized business, and provide effective responses to each objection."

2. Use case: analyzing sales calls and providing feedback

Sample Prompt: "Analyze the following transcript of a sales call and provide feedback on how the sales rep can improve their pitch, handle objections, and close the deal more effectively."
(Insert transcript below the prompt)

3. Use case: analyzing sales data and identifying improvement areas

Sample Prompt: "Based on the following sales data (close rate, average deal size, conversion rate), provide actionable insights for improving a sales rep's performance. Focus on strategies for increasing conversions and closing more deals."
(Insert sales data below the prompt)

Marketing

ChatGPT can assist marketing teams with content generation, social media posts, ad copywriting, SEO optimization, campaign strategies, and much more.

Here is how you can use ChatGPT prompts to help you leverage ChatGPT for various marketing activities:

1. Use case: marketing campaign ideas

Sample Prompt: “I’m launching a new product and want to create a strong online presence. Can you suggest some digital marketing strategies and platforms that can help me increase brand awareness and drive targeted traffic to my website?”

2. Use case: lead generation

Sample Prompt: “I work for a B2B company and need to improve our lead generation efforts. What are some effective lead generation techniques and tools that can help us identify and attract potential clients in our industry?”

3. Use case: influencer marketing campaign

Sample Prompt: “I’m interested in incorporating influencer marketing into my marketing strategy. Can you provide guidance on finding the right influencers for my brand, negotiating partnerships, and measuring the effectiveness of influencer campaigns?”

Business

Whether you’re focusing on strategy development, improving internal processes, or handling customer interactions, ChatGPT can assist across various aspects of business management.

Here is how you can use ChatGPT prompts in different business contexts:

1. Use case: locating funding sources

Sample Prompt: “I’m starting a tech startup and need advice on securing funding for my venture. What are some effective fundraising strategies and resources I should explore to attract investors and raise capital for my business?"

2. Use case: brand building and positioning

Sample Prompt: “I have an online store and want to optimize my product pages for better conversions. What are some key elements and techniques to consider when designing product descriptions, images, and call-to-action buttons?”

3. Use case: customer service and support automation

Sample Prompt: “I run a retail store and want to improve customer satisfaction and loyalty. What are some customer-centric strategies and best practices I can implement to enhance the overall shopping experience and increase repeat business?”

Content creation for business

Whether you need blog posts, social media content, email marketing campaigns, product descriptions, or anything in between, ChatGPT can help generate high-quality, relevant content.

Here is how you can use ChatGPT prompts for business content creation:

1. Use case: blog posts and articles

Sample Prompt: “I’m starting a blog for my business and need assistance with content planning and organization. How can I create an effective content calendar and develop a content strategy that aligns with my brand's goals and target audience?”

2. Use case: learn social video marketing

Sample Prompt: “I’m interested in leveraging video content for my social media channels. Can you provide insights on video production, editing tools, and storytelling techniques that can help me create captivating and shareable videos to engage my audience?”

3. Use case: create a content strategy

Sample Prompt: “I’m looking to create a content marketing strategy that resonates with my target audience and drives conversions. Can you provide insights on identifying audience pain points, creating buyer personas, and developing content that addresses their needs throughout the customer journey?”

If the model's response differs from what you expected, ask it to elaborate or dig deeper into specific aspects of your query.

Tips on using Chat GPT for sales

ChatGPT can assist in a variety of sales tasks, from automating initial outreach to personalizing follow-ups and crafting tailored sales pitches.

Whether you're looking to qualify leads faster, streamline follow-ups, or create compelling sales pitches, ChatGPT can help teams do more with less.

Here are some tips on getting the most value and best responses from your ChatGPT prompts:

Give clear sales prompts

It's essential to craft clear and specific prompts that guide the AI to generate relevant and useful responses. The more context you provide, the better the AI can tailor its responses.

Here are some tips for creating clear sales prompts for ChatGPT:

Define your end goal

Start by defining the end goal of the sales prompt. Whether it's to qualify a lead, generate interest, overcome objections, or close a deal, specifying the goal helps ChatGPT provide more accurate and relevant responses.

Provide details

Share details like customer pain points, product benefits, competitor information, or even the type of sales process you are working through.The more context you give, the more tailored and effective the generated response will be.

Specify tone and style

Indicate the tone or style that you want for your sales content. Whether it's formal, conversational, friendly, or authoritative, ChatGPT can adjust the tone based on your needs.

Clarify the call to action (CTA)

Whether it's scheduling a meeting, clicking a link, or making a purchase, always specify the CTA you want to include. A clear call to action helps guide ChatGPT in crafting messages that are more likely to prompt a response.

Add more parameters

You can also add more guidelines to further tailor your response. For example, you can ask Chatgpt to be more concise and to the point. You can also add customer-specific variables such as role, company, and pain points.

Specify desired length and format

Be explicit about the length and format you want to receive. If you need a sales message in a specific format, such as an email, a call script, or a proposal, clearly state this. If you need the content to be brief or detailed, specify this as well.

Provide clear context

Without context, the generated content can be generic or miss the mark. Here are some tips for providing context to ChapGPT:

Include product/service information

Provide detailed information about your product or service to highlight its value in the sales content.. Include the key benefits, features, and any differentiators that set your offering apart from the competition.

Mention prospect pain points

Identify common problems your product solves and include these in your prompt. Sales content that directly addresses a prospect's pain points is far more likely to be effective. Share any challenges or issues the prospect is facing and how your solution can solve them.

Be concise

Being concise in your prompts helps ChatGPT focus on the core message. Make sure to include only the necessary details and be as specific as possible.

Here are some tips on how to write a concise prompts for ChatGPT:

Focus on the core message

Start by defining the key message or goal of the sales content. Only include the most essential points that will drive action. If you're writing a cold email, focus only on the prospect’s pain points and how your solution can solve them, avoiding unnecessary details.

Use bullet points for clarity

Use bullet points to highlight the unique selling points (USPs) of your product in a sales email or call script. This keeps the message organized and digestible without excess text.

Keep sentences short and direct

Ensure your content has short, impactful sentences that are easy to read quickly. Avoid using unnecessary adjectives or complex phrasing.

Specify length

If you need a short and sweet email or message, let ChatGPT know the exact length or word limit. ChatGPT can generate responses of varying lengths based on this guidance.

Include necessary constraints

Of course you need to tell ChatGPT what you want it to do, but in some cases you might need to tell it what you don’t want it to do. For example, if there are certain words or phrases to avoid, you can include those constraints in your prompt.

Here are some tips on how to incorporate necessary constraints in prompts for ChatGPT:

Define word/character limits

If you need concise communication, specify a word or character limit to ensure brevity and clarity. This is particularly useful for sales emails, social media messages, or pitch decks. Mention the exact word count or character count to get focused content that fits your constraints.

Restrict the use of certain words or phrases

If there are words or phrases you don’t want to include, specify them in the prompt to avoid unwanted language or tone. You can provide a list of words or phrases to avoid to maintain brand consistency or ensure a certain tone.

Set constraints on language or complexity

If you need content to be simple and easy to understand, specify this constraint. This is especially useful when targeting prospects who may not be familiar with technical terms or advanced concepts. If your target audience is non-technical, ask for the language to be straightforward and jargon-free.

Provide examples

Examples act as a guide for ChatGPT, helping it understand the tone, style, and structure you're looking for in the content. Providing examples in your prompts can significantly enhance the quality and relevance of the responses.

Here are some tips on how to include examples in prompts for ChatGPT:

Share past sales scripts

If you’ve previously used a sales script or phone script, share it with ChatGPT to generate customized sales scripts for future calls. Provide the context for the script (cold call, demo call, closing call, etc.) and let ChatGPT know what parts of the previous script you liked or want to keep.

Give examples of successful conversations or interactions

If you’ve had successful interactions (either through email, chat, or calls), provide ChatGPT with the details of these to show what worked. This can help ChatGPT understand the flow of a conversation and use similar techniques. Share the main points that led to success and what you believe made the interaction persuasive or compelling.

Share examples of common objections

In sales, overcoming objections is a crucial part of the process. Provide examples of objections you frequently encounter and how you’ve successfully responded to them in past conversations. Include both the objection and your response to help ChatGPT craft effective rebuttals or responses.

Include roles

Roles help define the target persona and influence the tone, style, and messaging of the content. Whether you’re creating emails, scripts, or proposals, specifying the roles in your prompt helps ChatGPT understand the communication nuances and context for different stakeholders.

Here’s how you can effectively include roles when using ChatGPT for sales:

Adjust the tone for different roles

Executives may appreciate a concise, strategic, and professional tone.Managers, however, may prefer a friendly, informative, and detailed tone.Explicitly define the role to set the appropriate tone and language.

Use role-specific jargon

Specify the role and ask for jargon-appropriate language. Executives might prefer high-level, strategic language. But technical roles (like IT Managers or CTOs) might expect more technical details.

Create role-specific sales scripts

Specify the role, the purpose of the call, and the key selling points that would appeal to them. ChatGPT can create sales scripts tailored to different questions and interests.

A/B testing

A/B testing involves creating two or more variations of a message, email, or piece of content and testing them against each other to see which performs better. When applied to sales, this can help you refine your approach, improve conversion rates, and understand customer preferences.

Here’s how to effectively use A/B testing with ChatGPT for sales:

Create variations of sales content

Using ChatGPT, generate two or more versions of the sales content you want to test. For instance, you can test different subject lines, email bodies, or call-to-action (CTA) wording to determine which one drives better results.

Use ChatGPT to generate variations

ChatGPT can be used to quickly generate multiple versions of the same piece of content for your A/B tests. By simply changing certain elements of the prompt, you can easily create new variations for testing.

Optimize your ChatGPT workflow

With the above information, you most likely know your way around ChatGPT. You know how to craft effective prompts, manage settings, and protect your data. But, automations can improve your workflow further.

Bardeen, a workflow automation extension in Chrome, is integrated with OpenAI and over 100+ widely used apps, like Slack, Notion, and Pipedrive. It’s free to get started.

Here are our ChatGPT and OpenAI automations.

What if you want to save a ChatGPT response for later referral? With this automation, you can save a ChatGPT response as a ClickUp comment. The below automations are all just as handy, so feel free to give them a try.

Create ClickUp comment from ChatGPT response

ClickUp + Scraper Automation

How to use and automate ChatGPT for sales prospecting