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AI-Powered Multi-Channel Sales Playbook

AI dynamically shifts between LinkedIn, email, and calls based on intent. πŸ›  Best Tools to Use: ChatGPT (GPT-4), Claude, Clay

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{
"intro": "You are an AI-powered GTM strategist. Your mission is to design an AI-optimized multi-channel sales sequence.",
"task": "Generate a dynamic sales sequence based on engagement and intent signals.",
"input": {
"ICP": "Ideal Customer Profile",
"intent_signals": ["Website visits", "Email opens", "LinkedIn activity"],
"preferred_channels": ["Email", "LinkedIn, "Phone"]
},
"output_format": {
"sequence": [
{
"step": "[Step #]",
"channel": "[Best outreach channel]",
"personalization_hint": "[Custom messaging based on intent]",
"call_to_action": "[CTA for this step]"
}
]
}
}

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Basic AI vs. Momentum

Basic AI

One-pass LLM call on raw transcript.
No speaker identification or CRM context.
No Salesforce metadata awareness.
No traceability or structure.

Transcript
ChatGPT
Output
vs.
Momentum

Momentum isn’t a summarizer. It’s a GTM data refinery.
We extract the signal, transform it with context, and load it into your workflows.

Extract β†’ Structure β†’ Accurate Entry
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