Summarization (An Example)

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2. Summarization
This use case is my personal favorite. Let’s say I want to learn more about one of these leads worth over $10,000/year in value to my business, before I reach out to them.

You can ask the Close GPT to review the contents of any Lead in Close and generate a summary of what’s going on. In just a matter of seconds, it’ll read through all the lead and activity history, and then provide you with a short summary to review. This is particularly useful in B2B sales when your sales cycle can take weeks, months, or even years to close.

Here, I used the prompt “based on ————’s recent activities data, tell me if this lead has a high potential of being closed,” and I got back some very useful lead insights in the form of this summary:

3 Clever Ways to Use the Close GPT Today - Summarization


You can ask super detailed questions and get back some oman telegram data very helpful insights. Try prompts like, “Is this lead qualified?” or “Is this customer at risk of churning?” If you’re planning a sales meeting, you can even ask Close GPT to put together an agenda for the call.

For example, I want to prepare for my next meeting when I plan to close this lead, so I asked the Close GPT to “identify ————'s most likely sales objections and put together a meeting agenda to overcome those objections” and got these sales objections summarized:

3 Clever Ways to Use the Close GPT Today -


After highlighting each potential hurdle and providing clear suggestions on how to overcome those sales objections, I got a proposed meeting agenda for me to follow in order to walk this prospect through closing the sale—based on their most likely objections
3 Clever Ways to Use the Close GPT Today - Summarization (An Example of Proposed Meeting Agenda


Now, here’s where working with AI in sales requires your discernment. Will I need to spend 15 full minutes discussing potential partnership opportunities in a meeting at this stage of the deal?