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Insights, tips, and strategies for modern AI-powered outreach and sales automation
Insights, tips, and strategies for modern AI-powered outreach and sales automation
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Paste this form in Notion (or Google Form) and answer right after the outcome.
DEAL/THREAD: ___________________ DATE: __________ OWNER: __________
OUTCOME: Win / Loss / No Decision
1) Trigger & Persona
• What changed for them recently (hiring, funding, tool switch, deadline)?
• Who made/blocked the decision (role)?
2) Problem Framing (their words)
• How did they describe the pain or goal? One quote:
“__________________________________________________________”
3) Why We Won/Lost
• Top 1–2 reasons in *their* language (price, timing, risk, feature gap, trust, etc.)
4) Next Step They Chose
• Pilot / Demo / Build‑it‑themselves / Alternative vendor / Paused
• What would have changed the decision?
5) Copy Fuel
• Subject line we should try next time: _____________________
• One PS or micro‑case idea from this convo: ________________
Timebox: 7 minutes max. If it takes longer, you’re writing a post‑mortem, not a debrief.
Drop each debrief into this table, then summarize patterns.
Week | Segment / Persona | Trigger | Outcome (W/L/N) | Reason (their words) | Copy idea to test | Owner |
|---|---|---|---|---|---|---|
How to synthesize (5 minutes):
Cluster the reasons by theme (price, timing, risk, authority, integration, etc.).
Pick one theme to attack next week.
Convert it into tests: new subject line, opener angle, proof, or PS from the “Copy Fuel” notes.
Output: 2–3 tests you’ll run in the next send cycle.
Loss (Timing / Deadline)
Debrief note: “Board review next month—no cycles until after.”
Test: Subject Under deadline? 2‑week path + body proposing Starter pilot before board date.
Win (Risk / Trust)
Debrief note: “Chose you because setup was small and we saw a result in 2 weeks.”
Test: Add a line in first email: “2‑week pilot, credited if we continue.”
No Decision (Feature Gap)
Debrief note: “Needs basic SSO; too risky otherwise.”
Test: New PS: “If your IT lead wants a summary, here’s our 1‑page ‘how we handle access.’”
Friday PM (5 min): Fill debriefs for any threads that reached an outcome.
Monday AM (10 min): Review the synthesis sheet; lock 2–3 tests for the week.
Tuesday AM (20 min): Ship the tests; log outcomes next Friday.
Debrief form created (Notion or Form)
Synthesis sheet created
Calendar slots added (Fri PM + Mon AM)
Team trained to quote the buyer’s words
First 2–3 copy tests chosen
Bake the debrief questions into your reply prompts on Skyp and turn insights into tests in under 10 minutes. Each message is one‑of‑one per lead (no regurgitated templates).
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