Sales emails, proposals, and follow-ups often need personalisation to stand out, but crafting them manually takes time. AI allows you to generate high-converting templates in just minutes, maintaining a personal touch while scaling outreach.
This tutorial shows exactly how to set up AI to create personalised templates quickly and efficiently.
Step 1: Gather Your Input Data
AI needs the right context to personalise templates effectively. Collect:
Recipient details (name, company, industry)
Product or service benefits relevant to the recipient
Past interactions, if any
Desired call-to-action (book a meeting, download a guide, reply)
Pro Tip: Organising this information in a spreadsheet allows AI to ingest data in bulk.
Step 2: Select Your AI Tool
Popular AI tools for template creation include:
ChatGPT or Claude for natural language generation
Sales-specific tools like Outreach or Reply.io AI
Custom AI integrations with CRM platforms
Step 3: Define Template Structure
Decide the framework for your templates:
Opening line personalised to the recipient or the company
Body highlighting key value propositions
Call-to-action tailored to the recipient’s role or engagement stage
Optional dynamic closing line for a personal touch
Pro Tip: Consistent structure helps AI generate coherent, high-quality templates each time.
Step 4: Generate Templates Using AI
Feed your AI tool the input data and template structure.
Use prompts such as “Create a personalised sales email for [name] at [company], highlighting [benefit] and including CTA [book a meeting].”
Generate multiple versions to test messaging variations.
Step 5: Review and Refine
Quickly scan AI-generated templates for tone, clarity, and accuracy.
Adjust phrasing where needed to align with brand voice.
Confirm all placeholders (names, company, benefits) are correctly inserted.
Pro Tip: Even a minute of review improves response rates significantly.
Step 6: Store Templates for Easy Access
Save AI-generated templates in your CRM, sales enablement platform, or shared team folder.
Tag templates by use case: cold outreach, follow-up, upsell, or re-engagement.
Update templates periodically based on performance metrics.
Step 7: Test and Iterate
Send a small batch to evaluate open, reply, and conversion rates.
Use AI to adjust wording or sequence for higher engagement.
Continuously improve templates using data-driven insights.
Ready to Create Personalised Tamplets in 5 minutes?
Creating personalised sales templates doesn’t have to be time-consuming.
By following these steps, sales teams can leverage AI to generate effective, tailored messaging in minutes, freeing up hours for actual selling. Combined with AI-powered outreach, these templates significantly boost engagement and conversion rates.
