AI as a Sales Tool, Not a Salesperson with Kayla Kurtz
Episode
31 min
Read time
2 min
Topics
Fundraising & VC, Marketing, Sales & Revenue
AI-Generated Summary
Key Takeaways
- ✓AI for call prep: Before any sales call, input the prospect's name, company, and role into ChatGPT and ask it to surface likely concerns, company background, and potential objections. Then open the call by explicitly telling the prospect you used AI to research them and want to verify what you found — this signals preparation and builds credibility rather than risking embarrassment from outdated data.
- ✓Email compression tactic: Write your full follow-up email in your own voice, then paste it into ChatGPT or Copilot with the instruction to preserve all original intent but reduce word count by one-third. This removes filler without losing meaning and is particularly useful for complex multi-stakeholder deals where follow-up messages carry significant weight in moving decisions forward.
- ✓Prospect research shortcut: Pull up ChatGPT during a live sales conversation with a prospect who claims their digital presence is fine, then run a search query on their business to show them where they fail to appear. This pattern-interrupt technique either opens a genuine problem-solving dialogue or surfaces a real gap the prospect had not previously acknowledged.
- ✓Buyer research timeline compression: Research from Sixth Sense shows prospects now complete initial vendor research in roughly 3.5 weeks, down from 7 weeks just one year ago, because LLMs accelerate information gathering. Simultaneously, buyers are including more vendors in their shortlists — up to 10 compared to the previous 2 or 3 — meaning sales teams face broader competition but also more entry opportunities.
- ✓AI-assisted negotiation awareness: Approximately 15% of prospects now feed contract terms directly into ChatGPT or Copilot and ask the tool to identify weaknesses in the proposed agreement. Sales leaders should respond by bringing subject matter experts into discovery calls earlier, requesting more technical collateral from marketing sooner, and running fresh competitor research using LLMs to identify who now appears alongside them in AI-generated vendor lists.
What It Covers
Kayla Kurtz, VP of Sales and Business Development at Forthea digital marketing agency, walks through practical ways B2B salespeople can use AI tools like ChatGPT and Copilot daily — from trimming follow-up emails to prepping for sales calls — while flagging where AI outputs require real-time validation with prospects.
Key Questions Answered
- •AI for call prep: Before any sales call, input the prospect's name, company, and role into ChatGPT and ask it to surface likely concerns, company background, and potential objections. Then open the call by explicitly telling the prospect you used AI to research them and want to verify what you found — this signals preparation and builds credibility rather than risking embarrassment from outdated data.
- •Email compression tactic: Write your full follow-up email in your own voice, then paste it into ChatGPT or Copilot with the instruction to preserve all original intent but reduce word count by one-third. This removes filler without losing meaning and is particularly useful for complex multi-stakeholder deals where follow-up messages carry significant weight in moving decisions forward.
- •Prospect research shortcut: Pull up ChatGPT during a live sales conversation with a prospect who claims their digital presence is fine, then run a search query on their business to show them where they fail to appear. This pattern-interrupt technique either opens a genuine problem-solving dialogue or surfaces a real gap the prospect had not previously acknowledged.
- •Buyer research timeline compression: Research from Sixth Sense shows prospects now complete initial vendor research in roughly 3.5 weeks, down from 7 weeks just one year ago, because LLMs accelerate information gathering. Simultaneously, buyers are including more vendors in their shortlists — up to 10 compared to the previous 2 or 3 — meaning sales teams face broader competition but also more entry opportunities.
- •AI-assisted negotiation awareness: Approximately 15% of prospects now feed contract terms directly into ChatGPT or Copilot and ask the tool to identify weaknesses in the proposed agreement. Sales leaders should respond by bringing subject matter experts into discovery calls earlier, requesting more technical collateral from marketing sooner, and running fresh competitor research using LLMs to identify who now appears alongside them in AI-generated vendor lists.
Notable Moment
Kurtz describes a live sales call where ChatGPT incorrectly identified a prospect as an active employee-owned company. Rather than derailing the conversation, the error prompted the prospect to explain the full history of unwinding that structure — generating richer discovery insight than the original research would have provided.
You just read a 3-minute summary of a 28-minute episode.
Get The Advanced Selling Podcast summarized like this every Monday — plus up to 2 more podcasts, free.
Pick Your Podcasts — FreeKeep Reading
More from The Advanced Selling Podcast
Stop Hiding. Create Space to Be Excellent.
Mar 30 · 13 min
Startups For the Rest of Us
Episode 807 | The "Core Four" SaaS Skills and Knowing When You Should Find a Co-founder (A Rob Solo Adventure)
Nov 18
More from The Advanced Selling Podcast
Raise Your Prices Without Losing Your Clients
Mar 23 · 15 min
Startups For the Rest of Us
Episode 829 | AI is Bad at Product, Top 5 Startup Success Factors, and the Beastie Boys (A Rob Solo Adventure)
Apr 21
Books, tools, and gear mentioned in this episode
SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.
Tools
- CopilotRecommended
by Microsoft
“practical ways B2B salespeople can use AI tools like ChatGPT and Copilot daily — from trimming follow-up emails to prepping for sales calls”
- ChatGPTRecommended
by OpenAI
“Kayla Kurtz, VP of Sales and Business Development at Forthea digital marketing agency, walks through practical ways B2B salespeople can use AI tools like ChatGPT and Copilot daily — from trimming follow-up emails to prepping for sales calls”
company
“Research from Sixth Sense shows prospects now complete initial vendor research in roughly 3.5 weeks, down from 7 weeks just one year ago, because LLMs accelerate information gathering.”
More from The Advanced Selling Podcast
We summarize every new episode. Want them in your inbox?
Stop Hiding. Create Space to Be Excellent.
Raise Your Prices Without Losing Your Clients
Stop Watching the Scoreboard — Start Watching the Inputs
Find the Real Pain Behind Every Sales Conversation
The Best Sales Gifts Nobody Buys You
Similar Episodes
Related episodes from other podcasts
Startups For the Rest of Us
Nov 18
Episode 807 | The "Core Four" SaaS Skills and Knowing When You Should Find a Co-founder (A Rob Solo Adventure)
Startups For the Rest of Us
Apr 21
Episode 829 | AI is Bad at Product, Top 5 Startup Success Factors, and the Beastie Boys (A Rob Solo Adventure)
Revenue Vitals
Feb 6
Why Sales + Marketing Credit Wars Are a Scorecard Problem (Not a People Problem) — with Matt Green
Marketing School
Jan 26
10 Ways AI Is Actually Changing Marketing
Marketplace
Dec 29
A glimmer of hope for the housing market
Explore Related Topics
This podcast is featured in Best Business Podcasts (2026) — ranked and reviewed with AI summaries.
You're clearly into The Advanced Selling Podcast.
Every Monday, we deliver AI summaries of the latest episodes from The Advanced Selling Podcast and 192+ other podcasts. Free for up to 3 shows.
Start My Monday DigestNo credit card · Unsubscribe anytime