The future of GTM AI is here
Get the book
Nov 29, 2024

How to Solve Difficulty Scaling Personalization in Outreach

Go-to-market teams must create highly personalized outreach at scale. Research contacts and craft tailored messages quickly. Without personalization, response rates plummet. This dilemma stalls sales teams' pipeline and revenue growth. Use AI to automate contact research and cold messaging creation. This approach achieves personalization at scale and drives more conversions.

How to Solve the Personalization-at-Scale Problem

Go-to-market teams should use two key AI workflows to solve personalization scaling in outreach:

  • Contact Research Workflow automatically generates comprehensive prospect profiles with key insights for personalized messaging
  • Cold Messaging Creation Workflow crafts targeted, relevant outreach messages across channels based on contact research insights

Together, these workflows help sales teams deliver personalized outreach to many contacts quickly. Teams start more conversations, book more meetings, and close more deals. Implement the right GTM AI strategy to overcome GTM Bloat in growing sales teams.

1. Contact Research Workflow (part of Prospecting Cockpit package)

This workflow automates prospect research, generating in-depth profiles with insights for personalized outreach.

Inputs Needed:

  • LinkedIn profiles of prospects
  • Industry insights

What the Workflow Does:

  • Step 1: Ingests the prospect's LinkedIn profile URL
  • Step 2: Scrapes the profile for key information like job title, work history, skills, interests, group memberships, and posting activity
  • Step 3: Analyzes profile data to identify talking points, infer pain points, and determine relevant use cases
  • Step 4: Generates a comprehensive prospect profile summarizing key insights

Create detailed profiles to arm sales reps with information for hyper-relevant messaging. Tailor messages to each prospect's specific role, goals, interests and challenges. Capture their attention and increase response rates.

Example in Action: A sales rep prospects marketing leaders at e-commerce companies. They have 100 prospects but little background information. The rep runs the Contact Research Workflow on all 100 prospects, generating in-depth profiles. Profiles highlight prospects' key marketing initiatives, tech stack, pain points, and goals. One profile reveals a prospect prioritizing e-commerce personalization. The rep crafts outreach focused on how their solution enhances personalization efforts. The relevant, timely messaging prompts a response and booked meeting.

2. Cold Messaging Creation Workflow (part of Prospecting Cockpit package)

This workflow creates personalized cold outreach messages across channels using data from the Contact Research Workflow.

Inputs Needed:

  • Value propositions
  • Messaging goals
  • Insights from Contact Research Workflow

What the Workflow Does:

  • Step 1: Ingests data from the Contact Research Workflow on the prospect
  • Step 2: Analyzes data to identify most relevant value propositions and messaging angles for the individual prospect
  • Step 3: Creates tailored cold outreach messages for the prospect across email, LinkedIn, phone and video
  • Step 4: Generates plug-and-play messaging templates for reps to personalize further and load into outreach tools

Send highly targeted, relevant messaging to each prospect. Standardize cold outreach best practices while allowing efficient personalization at scale. Reps no longer spend hours writing one-off messages.

Example in Action: The Cold Messaging Creation Workflow uses Contact Research Workflow insights to create personalized emails, LinkedIn messages, call scripts and videos for the e-commerce marketing leader prospect. All messages focus on enhancing e-commerce personalization programs, the prospect's key priority. The workflow provides an email template for quick customization before loading into the outreach sequence. The hyper-relevant messaging captures the prospect's attention, leading to a booked meeting.

Putting Them Together

Combine Contact Research and Cold Messaging Creation workflows to achieve personalization at scale:

  1. Run Contact Research Workflow on target prospects for in-depth insights
  2. Feed insights into Cold Messaging Creation Workflow to generate hyper-relevant outreach across channels
  3. Customize messaging templates and load them into outreach tools
  4. Reach many prospects with targeted messaging quickly

This GTM AI approach increases GTM Velocity. Sales reps deliver personalized outreach at scale efficiently. Eliminate manual effort and guesswork in prospect research and tailored messaging creation.

Why Copilots Aren't Sufficient

AI copilots like ChatGPT have limitations for scaling personalized sales outreach:

  • Require human prompts and data input for each prospect, time-consuming for large contact volumes
  • Output quality and relevance vary based on human prompts
  • Don't automatically integrate with CRMs and sales engagement tools
  • Lack guardrails to ensure on-brand and compliant messaging

Contact Research and Cold Messaging Creation Workflows are purpose-built for go-to-market teams to personalize outreach at scale. They automate the end-to-end process, integrate with existing tools, and include best practices and compliance guardrails. This demonstrates the power of a GTM AI Platform.

Looking Ahead

Repurpose data and insights from these workflows across the go-to-market organization:

  • Marketing: Sharpen segmentation, create targeted campaign content, and personalize website experiences at scale
  • Sales Enablement: Analyze data to identify effective talk tracks and objection handling for training
  • Product Marketing: Arm Sales with highly relevant value propositions and use cases
  • Customer Success: Tailor onboarding, education and outreach based on each customer's unique profile

Explore additional workflows to enhance sales prospecting:

  • Account Research: Get in-depth analysis on key accounts
  • Lead Scoring: Prioritize best-fit prospects for outreach
  • Relationship Mapping: Identify buying committee and sphere of influence at target accounts

Use AI to automate personalization at scale across the prospect journey. Go-to-market teams improve pipeline generation and revenue growth dramatically. Overcome GTM Bloat in scaling sales teams and accelerate GTM Velocity.

Related Resources

If you found this guide helpful, then you might also be interested in the following resources:

By leveraging the power of AI, your go-to-market teams can efficiently scale personalization across the entire prospect and customer lifecycle to accelerate growth. Book a demo to see how CopyAI's GTM AI Platform can help you achieve your growth goals.