GTM PLAYBOOK
Sales for solo service founders: plan AI-assisted meeting prep and follow-up
For solo service founders relying on referrals. Choose the stalled step in research, meeting preparation or follow-up.
YOUR OUTPUT
A reason to approach each buyer and a concrete next step
Start with work you can deliver
Use your strengths and current delivery capacity to define fit. Compare segments in a broad market; invest in deeper understanding for scarce, important buyers. Set volume from the time actually available.
Turn AI research into useful questions
Keep the source URL, check date, observed change and solution hypothesis together. Use the meeting to understand consequences and decision ownership, instead of repeating questions public information already answers.
Turn commitments and objections into action
After the meeting, capture commitments, owners, dates and missing inputs. AI drafts; a person checks before contact. Use replies, rejection reasons and agreed next steps to revise targeting and offers.
DECIDE BEFORE YOU TEST
Set decision criteria before testing.
- Keep
- Keep the step when review stays within budget, quality holds and buyers agree on useful next actions.
- Adapt
- If faster drafts require more corrections, revise the meeting inputs and review criteria.
- Stop
- Hold drafts containing false facts or commitments before sending. End contact when a recipient asks you to stop.
YOUR WORKSHEET
Plan the next sales action around delivery.
Schedule delivery and review first, then fit research, meetings and follow-up into the remaining time. Keep unagreed commitments marked as unconfirmed.
Nothing you type is submitted or saved. Switching sheets keeps each draft on this page. Copy your work before leaving.
GO DEEPER
Explore the sources and other workflows.
Choose research inputs and review points for founder-led meeting preparation
Give AI the prospect research first, not the email: test it on 10 companiesConnect meeting records to follow-up drafts you can review
Testing AI on sales follow-ups: measure send delay and missed promises- What is AI-native GTM? The order to test 5 new-business hypotheses
WORK ON YOUR BUSINESS
Work through how you sell and deliver.
Tell us what you offer, who you hope will buy and where progress stalls. Your experiment sheet does not need to be finished.
The External AI Strategy Department supports discussion and direction. The External AI Delivery Department adds building workflows and software within an agreed scope.
First consultation: free. About 60 minutes + a concise summary. An inquiry does not confirm a booking or paid contract.
Review pricing and scope