How I Turned a Stolen Template + AI Into a 40% Win Rate

“ I put that sh*t on everything.”

Frank’s RedHot said it best and honestly, that’s been my approach with AI lately.

I’ve tested it on everything from qualifying deals, to automating forecasting, to writing kids version of my favorite rap songs so I can sing them to my kids before bed.

(reply to this email with your favorite rap song and favorite bed time story and I may just reply with a hit!)

A lot of my experiments lead nowhere.

But every now and then, one lights up a new path.

One of those moments happened after I stumbled across a LinkedIn post from Nate Nasralla. He dropped a 54-slide crash course on identifying and closing deal gaps early.

Slide 23? This slide spoke to me!

It introduced an exec summary template that I “borrowed” (okay, stole) and started using in my own deals. I made a few tweaks. Then I added AI into the mix.

The result?

A 40% win rate across deals where this template was used.

So I’m opening up the playbook. In this article, I’ll walk you through exactly how I use AI to:

1. Create a customized version of the exec summary template

2. Identify the questions I need to ask to fill it out properly

3. Seamlessly bake those questions into my sales process

4. Fill it in from the voice of the prospect using AI… yes it sound like the customer wrote it themselves

Want to See This Live?

I’ll be hosting a free live workshop where I walk through this exact workflow from call transcripts to finished exec summary using real prompts and examples.

Want the invite?

Reply with “RedHot” and I’ll make sure you get a seat.

First, What Problem Does This Solve?

Your buyer might love what you shared in the demo. They might be excited. They might even say, "This is exactly what we need."

But that’s just one part of the equation.

Because now they’ve got to go sell it internally.

They need to convince a room full of people who weren’t in the demo, who didn’t feel the pain firsthand, and who may not even believe the problem is worth solving.

This is where most deals lose momentum.

This exec summary solves that.

It gives your champion a clear, concise, and compelling story to tell internally in their words.

It helps them build a case, align stakeholders, and move the deal forward.

Here's What the Template Looks Like

And if you're wondering how to actually use AI to build this thing…

How to turn call transcripts into a buyer-voiced executive summary that sounds like your champion wrote it themselves…

How to get AI to do the heavy lifting without sounding like a robot…

I wrote it all down.

The full step-by-step guide, complete with prompts, positioning, visuals and a real-life example is available exclusively to paying subscribers.

If you're already subscribed, dive in.

If not, now’s a good time to join. This one process changed how I sell and it might just do the same for you.

Not ready to upgrade, no problem!

I’ll be hosting a free live workshop where I walk through this exact workflow from call transcripts to finished exec summary using real prompts and examples.

Want the invite?

Reply with “RedHot” and I’ll make sure you get a seat.

Subscribe to Premium Guides to read the rest.