This playbook gives you the complete process for selling Lead Gen AI Suite to your clients — from discovery to close.
Who Buys This
Your best prospects are companies with an active outbound motion or an explicit goal to build one. Decision makers are typically:
- VP of Sales / Head of Sales
- Founder or CEO (at companies under 50 people)
- Head of Marketing or Demand Gen
- Revenue Operations lead
The Sales Conversation Framework
Discovery questions that matter
- "How many accounts do your reps touch per month today?"
- "What's your current reply rate on cold outreach?"
- "How long does it take from first touch to booked meeting?"
- "What happens to leads that don't reply in the first sequence?"
- "How do you know if an account is ready to buy before you reach out?"
Value Framing by Role
- VP of Sales: "Doubles the number of accounts your team can work without adding headcount."
- CEO/Founder: "Turns your outbound into a predictable, automated system — not a manual effort."
- RevOps: "Every lead source is tracked, every touch is logged, CRM data is clean by default."
Recommended Sales Process
- Discovery call (30 min) — qualify fit against ICP Scorecard
- Live demo (45 min) — show their vertical's workflow, not a generic demo
- Trial setup — configure their workspace with real data during the call
- Trial review (2 weeks later) — review results, address objections, present ROI
- Close — move to paid plan