Evan, a Senior Account Executive at a technology company, faced several challenges in managing multiple prospects efficiently while maintaining high-quality interactions. The need to automate repetitive tasks and streamline the sales process was evident. “I knew automation wouldn’t solve every use case,” says Evan, “But I also knew that AI could increase my efficiency and productivity, boost my skill enhancement with instant insights, and empower my growth.” Evan’s previous methods were time-consuming and required significant manual effort. To overcome these obstacles, Evan needed a solution that provided:

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Flexibility: A tool versatile enough to handle various tasks from qualifying leads to drafting personalized emails.

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Security: Ensuring data privacy and protection of proprietary information.

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Accuracy: Delivering reliable and verified information to enhance decision-making and strategy.

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In other words, Evan sought a solution that could fully leverage AI’s capabilities to boost productivity.‍

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Given the requirements of flexibility, security, and accuracy, Liam, the custom GPT sales assistant, was integrated into Evan’s workflow. Liam’s introduction aimed to streamline tasks, save time, and enhance the quality of interactions with prospects.

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Workflow Transformation with Liam

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1. Prospecting

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Old Way: Manually scouring the web for potential leads, spending hours gathering and verifying information.
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With Liam just say: “Let’s qualify an account.” Liam efficiently collects company info, checks their website quality, examines partnership programs, and presents a concise summary.

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Benefit: Saves time and ensures only high-potential leads are pursued.
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"Liam has been a game-changer for my workflow. I'm saving 1-2 hours per prospect, which frees up 10+ hours every week to focus on closing deals."

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2. Initial Contact

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Old Way: Crafting personalized outreach emails, often missing key pain points or relevant details.

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With Liam just say: “I’d like you to draft a follow-up email.” Liam reviews the call transcript and drafts a personalized follow-up email, highlighting key points and suggesting solutions.

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Benefit: Produces professional, tailored communications that resonate with prospects.

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"Liam's detailed analyses and well-crafted emails have significantly improved the quality of my communications with prospects."

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3. Qualification

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Old Way: Manually qualifying leads based on fragmented data and gut feeling.

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With Liam just say: “Let’s qualify an account. Liam follows a structured process, gathering comprehensive data and qualifying leads based on predefined criteria.

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Benefit: Ensures a consistent and thorough qualification process.
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"With Liam handling the heavy lifting, I can now manage my time more effectively and dedicate more effort to strategic tasks."

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4. Pitching

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Old Way: Creating pitches from scratch, often lacking critical insights and data points.

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With Liam just say: “I’d like you to blueprint an account.” Liam performs a detailed analysis, gathers marketing initiatives, and business objectives, and crafts a compelling statement aligning our products with the prospect's goals.

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Benefit: Provides data-driven, customized pitches that address the specific needs and objectives of the prospect.
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"Having Liam handle the research and preparation allows me to present data-driven, customized pitches that resonate with clients."

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5. Negotiation and Closing

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Old Way: Negotiations based on incomplete information, often resulting in less favorable terms.
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With Liam just say: “I’d like you to perform an analysis.” Liam reviews the call transcript, highlighting key factors such as metrics, economic buyer, decision criteria, and more.

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Benefit: Empowers Account Executives with detailed insights and a clear understanding of the prospect's priorities, leading to more effective negotiations and higher close rates.

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"The automation provided by Liam ensures that no detail is overlooked, and I can maintain a consistent and thorough approach with every prospect."

Liam has been a huge time-saver for Evan. Tasks like email outreach, partner identification, strategy, and drafting used to take up to two hours. Now, these tasks take only a few minutes end-to-end. Evan himself saves more than 10 hours per week using Liam. “Liam handles all my repetitive tasks from end-to-end. This makes gathering information nearly effortless,” he says. With Liam’s support, Evan can now manage his time more effectively, improve the quality of interactions with prospects, and ultimately close more deals. Results: Time Savings: Evan saves 1-2 hours per prospect, resulting in 10+ hours saved weekly.

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Increased Efficiency:

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Per prospect, Liam saves:

• 30 minutes for analysis
• 30 minutes for email follow-up
• 30 minutes for qualifying
• A minimum of 30 minutes for blueprinting

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With Liam, Evan’s sales workflow has been transformed, allowing for more strategic focus and better client relationships.

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Case Study Summary

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Evan, a Senior Account Executive, revolutionized his sales workflow with Liam, our custom GPT Partner. By integrating Liam into his daily routine, Evan saved 1-2 hours per prospect and 10+ hours weekly. Liam automates key tasks like qualifying accounts, drafting follow-up emails, blueprinting accounts, and performing detailed analyses. This allows Evan to focus on strategic tasks, improving the quality of client interactions and increasing efficiency. Evan says, "Liam has been a game-changer for my workflow, significantly enhancing my productivity and effectiveness."