Today’s plays › All plays › Negotiation & closing

Have AI draft the CFO email so the no comes on day 3, not day 73

Picked and checked by Olga Pearson, SalesUpLevel

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If you sell: run it before your 10am

1. 01Ask each rep to “walk me through yesterday” and list every non-selling task.
2. 02Automate the biggest ones first, like CRM updates from calls.
3. 03For each open deal, have an agent draft a short exec email from the call notes.
4. 04The rep checks the facts; the leader sends it to the CFO or CEO.
5. 05Track deals per rep, win rate and time to a clear yes or no.

Here are my notes from calls on this deal: [paste]. Write a 90-word email from me, [title], to the prospect’s [CFO/CEO]. Say what their team is evaluating, the business outcome they told us they want, and ask one direct question about whether this is a priority this quarter. Use only facts from the notes; flag anything you had to guess.

Watch out for

• The results are team-wide, from several changes together, not from the exec email alone.
• Vendor tools are named, but this is the CRO’s own interview, not a vendor case study.

Source: Ryan Milligan, GTM Science podcast, CRO Stories, Jun 9, 2026. Results are as reported by the source; we did not measure them.

Run these next

• 08 · CRM hygieneClean your CRM in an afternoon, but make AI check for open deals before anything is deleted
• 07 · Negotiation & closingTest a late-stage discount demand before you answer with a number