AI Sales Plays

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Play · Prospecting & research
For sales leadersan AI account-brief built into the SDRs' existing workflow (tool not named)

Run a 30-day AI pilot on one SDR workflow and measure only outcomes

Picked and checked by Olga Pearson, SalesUpLevel

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The resultas reported

Reported after 30 days: account research time down 56%, outbound volume up 18%, meetings booked up 22%. Prep went from about 12 minutes to 3 minutes per account.

Most AI pilots "prove curiosity". Kill every idea but one, write a hypothesis with a number, get v1 live in 10 days inside the tool reps already use, track three outcomes only, and have managers ask about it in pipeline meetings. His acronym: PLAN (Prioritize one lever, Launch in weeks, Adoption in live workflows, Normalize only after ROI).

By Jake Dunlap (LinkedIn /in/jakedunlap), CEO, Skaled Consulting; host, AI-Powered Seller podcast · Jake Dunlap on LinkedIn ↗ · Apr 6, 2026

If you sell: run it before your 10am

  1. Pick one workflow that eats time (his: SDRs spent 8 to 10 hours a week on manual account research).
  2. Write the hypothesis: cut research 50%, so more touches per rep, so meetings +10%.
  3. Put the AI brief inside the workflow reps already use; live in 10 days, not perfect.
  4. Track only: time saved per account, outbound volume per rep, meetings booked. Not logins.
  5. Weeks 3 to 4: managers ask in pipeline meetings "Did you use the AI brief? How much time did it save?"
  6. Day 30: scale it, fix it or kill it.
Copy-paste prompt · Our template version (the post gives the method, no prompt)
Research [company website] and [contact LinkedIn URL] for a cold outreach. In under 150 words give me: what the company does and sells, 2 recent changes (news, hiring, funding, leadership) with links, the likely priority for a [contact title], one reason to reach out now that connects to [what we sell], and one opening question. Mark anything you could not confirm with a link as "unverified".

If you lead a team: roll it out

  1. Use the PLAN checklist before approving any AI tool spend: one problem, one owner, one metric, one decision date.

Watch out for

  • A consulting client's results told by the consultant; client unnamed; 30 days, one team.
  • Skaled sells this kind of work, so it doubles as marketing.

Source: Jake Dunlap, Jake Dunlap on LinkedIn, Apr 6, 2026. Results are as reported by the source; we did not measure them.

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