Sales Assistant-GPT

What if You Could Have a Sales Assistant That Knows Your Deal Inside and Out?

Imagine this: you’re preparing to give your leader a deal update, provide a forecast, or create a business case or handoff document—and with one question, an assistant instantly pulls together all the details, identifies risks, and drafts exactly what you need, tailored specifically to your deal.

That world exists today.

In this issue, I’ll walk you through how to build your own deal-specific sales assistant using ChatGPT. The best part? This process requires no special skills—anyone can do it! By the end of this guide, you’ll have an AI tool capable of answering any deal-related question and generating assets like business case documents or handoff plans and so much more.

Before we dive in, explore a live example!

ACME Deal Sales Assistant Demo - click link then ask any deal related questions or for documents like business case or ROI docs.

Some ideas:

• What top issues or priorities has the prospect mentioned, and which are still unresolved?

• Can you create a business case document to share with executive leadership?

• What questions or objections haven’t we fully answered yet?

• What business impact and success metrics matter most to the prospect?

Test its capabilities and get inspired to create your own.

What You’ll Need to Get Started

Before you begin, gather the following:

1. PDF exports of all emails, call transcripts, and deal-specific files.

2. A ChatGPT license: A free version works, but I recommend a paid plan for greater flexibility and data security.

Optional: Use tools like Google Docs or another editor to prepare your files for upload.

Step 1: Export Call Transcripts

What You’ll Need:

• Access to call recordings (e.g., Gong, Scratchpad, Zoom, or Chorus).

• A document editor like Google Docs or Word.

Steps:

1. Open your call transcripts.

2. Copy/paste each transcript into a Google Doc.

   • Tip: Combine all transcripts into a single document for easier management.

   • Pro Tip: Add the date to each transcript file name (e.g., 2024-12-01) to help your GPT organize and provide timeline-specific insights.

3. Export the document as a PDF.

Why This Matters:

Organizing your transcripts ensures the GPT can analyze the full context of your deal.

Step 2: Export Email Threads

What You’ll Need:

• Access to your email platform (e.g., Gmail, Outlook).

Steps:

1. Open the email thread with the customer.

2. Use the Print to PDF function in your email client.

   • In Gmail: Open the thread > Click the printer icon > Save as PDF.

3. Save the file with a clear name, like 2024-12-01_EmailThread.pdf.

Step 3: Create Your Custom GPT

What You’ll Need:

• Access to OpenAI’s Custom GPTs (available in the ChatGPT interface).

Steps to Build Your GPT:

1. Navigate to the Explore GPT section in ChatGPT.

2. Click Configure and follow these steps:

   • Add a Title: Use a deal-specific name like “Acme Deal Assistant”.

   • Write a Description: Example:

     “This assistant is trained on all interactions and documents for the Acme deal. It answers questions, analyzes gaps, and generates business case documents.”

   • Upload Files: Drag and drop your PDF files into the upload section.

3. Click Create and start asking questions!

Pro Tip: Invite your leaders or team members, such as SEs or CSMs, to use the assistant. They can quickly get up to speed on the deal and draft assets like business cases or handoff documents as needed.

Step 4: Start Asking Questions

Your custom GPT is ready! Here are some high-impact questions to get you started:

• What are the gaps in this deal based on MEDDPICC?

• Summarize the buyer’s objections and their current priorities.

• Create a one-page business case for this deal.

• Draft a handoff document for post-sale implementation.

Pro Tip: The better your questions, the more actionable insights GPT will provide. Experiment and refine your prompts for maximum value.

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