Prioritizing sales deals, tasks, and daily work

Meeting prep, deal follow up, outreach strategy, account rating, call feedback, day planning…

The list of things I use Breeze Assistant for as a sales rep daily goes on & on.

If you’re not using Breeze Assistant (lil breezy as I call her mentally) in your HubSpot account - I challenge you to make today the day.

> Marketers - ask what you can be doing better for email marketing campaigns based on your performance over the past month.

> Sales reps - ask which deals you need to prioritize today and why.

> Sales leaders - ask what the reps who closed the most deals (by volume & amount) last month are doing that’s helping them win.

> Service folks - ask the leading topics your customers needed support with this past month.

Lil Breezy doesn’t cost a thing extra on top of your HubSpot subscription and is insanely helpful.

And, pro tip, once you find a prompt you like - add it to your saved prompts for easy retrieval.

AI has changed how I work as a federal sales leader.

I use AI in a few practical ways:

1) Internally, Michael Broadwood has created different GPTs for things like building slide decks, internal messaging and writing support. I use the internal GPT environment to access the IGEL knowledge base and compile information. For example, when I need a white paper or a one-page brief for a partner or customer, or to understand how IGEL fits a specific government program.

2) I use ChatGPT for my daily schedules and prioritization. I take my calendar, my to-dos and screenshots of tasks from Evernote, dump them into ChatGPT and ask it to prioritize them for me. It is not always perfect, but it puts some logic into the list and gets me in the ballpark. Then I use that to build a working document for the day, where I plan my day-almost down to the minute.

3) And I also use AI to do quick research before client calls. If I have a call about a specific program a partner is working on, I can run a quick AI search, get a high-level understanding of the program and share it with the team before the meeting. It gives the team a starting point, gets us in sync, and helps us understand whether we may be a fit for that platform or opportunity.

In federal sales, AI helps me get smarter, maximize productivity and avoid wasting other people's time, but it does not replace the fundamentals. We still need to figure out how people prefer to communicate, find ways to differentiate ourselves, stay persistent and build our network. AI helps us be more efficient. But what we do with that efficiency is still up to us.