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Tactical Selling

How I work multiple time-zones as a remote salesperson

How I work multiple time-zones as a remote salesperson

In today’s issue, I’ll share how I work multiple time zones as a location-independent salesperson. I live in Mexico for most of the year, but I spend 2 months working from Europe every summer.

If you’re selling remotely, and want to work from where you want, you need to develop a system to selling, while working on the other side of the world.

Here’s mine:

Step 1: Display two time zones on my calendar

I live in Mexico most of the year. Before that, I used to live in South of France. Depending on the time of the year, there are 7 to 8 hours of time difference between these two time zones. And a lot of my customers are still based in Europe, which means my only window to have calls with them is during my morning, until 11AM Mexico City Time.

That’s why I have added a secondary time zone on my calendar:

Image #1

This is a simple way for me to understand when I can book some time with my customers, while respecting their schedule, and keeping a control on mine.

As I’m writing this newsletter, I’m sitting in Switzerland, so I use the EUR column. I use the MEX column when I’m in Mexico.

Step 2: Protect my time with blockers

I block my time aggressively so people don’t book me while I’m traveling, sleeping, or simply taking some time for me. On the picture above, you can see I have multiple types of blockers:

  • location indications (not real blockers, but help me plan, based on my location)
  • private time blockers (non-negotiable to bring kids to summer camp, eat lunch, etc.)
  • sacred hours (blockers for deep work, no calls allowed)

I try to keep a 2-hour window for calls in any given weekday so I can concentrate my interaction time and not be interrupted during my deep work window. Some may think it’s not enough, but I found that it helps filter out useless calls, and only speak with people when it moves the needle.

Step 3: Deep work for 2 hours a day

This is by far the most important.

No matter the day of the week, I always protect at least 2 hours to tackle the important work. In the picture above, it’s called “Sacred Hour”. I sometimes take calls during this time, but only if I choose to. People cannot use my booking link to set a meeting with me during this time.

Prospecting, negotiating, writing content. It’s all done during this window, so I can keep the rest of the day for my family. I’ve been working between Europe and North America for 5 years now, and it has allowed me to keep running my business (which is 90% selling), while choosing what I do with my time.

And these are 3 steps you can follow to work multiple time zones as a location-independent salesperson. It’s not for everyone, and it requires a lot of self-discipline, but as long as you have internet, a computer, and a bias for action, you should be good.

I can’t imagine working any other way.

Hope this helps.

Cheers,

Thibaut Souyris

P.S. Curious about what kind of opportunities working across time zones could unlock for your sales career?

I’ve seen remote salespeople close 6-figure deals while sitting on beaches in Mexico, build million-dollar territories from European cafés, and create the ultimate work-life integration.

One of my students, Marcus transitioned from full-time employee to €30,000 in consulting revenue in just 3 months because he finally learned to leverage his network and sell his services, instead of making someone else rich.

These aren’t lucky breaks—they’re the natural result of designing your workday around results, not location. Book a quick call with me if you want to do the same.

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Tactical Selling

My summer prospecting routine

My summer prospecting routine

In today’s issue, I’ll share how I prospect during the summer months. This will be especially relevant if you have kids, but these tips will help you stay focused during the slow summer months.

Prospecting is already super hard in 2025, it’s even harder when most of your prospects are taking some time off. Between holidays, kids running around your home office, and countless opportunities to relax, it’s hard to stay focused on your outbound efforts.

Here’s how I do it:

Part 1: Mandatory naps for kids

Yes, this is a parenting advice too! If you’re in a part of the world where weather is hot in summer, an after lunch nap for kids is always a great idea. It’s a great opportunity to get them to rest so they have enough energy for the rest of the day.

It’s also a great opportunity to tackle your prospecting routine. The house is quiet, and it’s one of the only times of the day where you have no distractions. You can also block some time early in the day, when kids are asleep to focus on your prospecting.

No matter how you structure your day, find some quiet time to focus on getting conversations started.

Part 2: Stay consistent

This is the hardest part of a summer routine. If you work remotely, your summer can look like a long workation. I can tell you by experience that it makes it really hard to focus on working, and especially hard to focus on prospecting.

Here’s what you can do to fight your natural tendency to skip prospecting:

  • update your sequence to keep it lightweight (3 to 4 touchpoints only)
  • start with your follow ups
  • find how many people you need to add to your sequence (use this to help you)
  • add them to your sequence
  • repeat daily

The main difference with a standard prospecting routine is the quantity of touchpoints. Instead of actively trying to start conversations with a large quantity of prospects, you focus on lightweight prospecting, so you don’t spend hours sending messages in the void.

Part 3: Focus on expansion, not net new business

Finally, focusing on expansion is a good way to stay productive, and to build pipeline for the early months of autumn.

Make a list of people you know, lost opportunities, active customers and so on. This will do a few things for you:

  • you’ll start a lot more conversations (people you already know are more likely to reply)
  • you’ll get more motivated because less prospects ignore you
  • you won’t have to work so hard to find intent data and triggers

It’s also a great opportunity to restart conversations you wouldn’t necessarily start because you’re too busy in normal times.

And these are 3 tips I can give you to stay on top of your prospecting this summer. This will help you maintain a consistent flow of conversations, and some of these conversations will turn into opportunities (either in summer or when everyone is back to work).

Hope this helps.

Cheers,

Thibaut Souyris

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7 sales tools I recommend

7 sales tools I recommend

In today’s issue, I’ll share 7 tools I recommend when selling remotely. I use most of them daily, and they help me stay structured (and keep my sanity) when working by myself.

Let’s be real for a second. The world of remote sales is a mess. Every day, a new AI agent builder promises us to replace SDRs, or book 57 meetings per week, etc. Most salespeople are wasting way too much time trying these new tools, instead of focusing on what matters: conversations.

These tools will help you do just that.

1st Category: Prospecting Tools

This category is the most important for salespeople working remotely. And by prospecting tools, I don’t mean prospecting channels (LinkedIn, Email, phone), but the productivity tools that help salespeople do their job faster. Here’s my selection:

Amplemarket

Amplemarket is an all-in one sales engagement platform. It’s built to manage everything prospecting related. You can build detailed lead lists, put them into manual or automated sequences, and have automated answers, based on the replies of your prospects.

I’ve been using it every day for the last 18 months, and a lot of my customers have chosen this tool for their sales teams. If you’re managing a sales team or working with other salespeople, it’s simply the best tool I can recommend (check reply.io if you’re working by yourself).

Kaspr

Kaspr is another tool I use daily. I specifically use it when Amplemarket doesn’t find emails and mobile phone numbers in EMEA. Before being purchased by Cognism, Kaspr was a French company, and they worked hard on building an EMEA-focused database.

2nd Category: CRMs

CRMs are the most important tools of a sales organization. This is where all the customer and prospect data is stored. You may not have a choice when working for someone else, but if you do, this is what I recommend.

Pipedrive

Pipedrive is a simple CRM you can use if you’re working in a small organization. There’s everything you need to track your leads and the opportunities associated, and the price is quite affordable. I recommend it if you’re looking for something simple and you want to move fast.

Monday.com

Monday.com is a great ecosystem for project management and all kind of productivity tools. If you’re working in the Monday.com ecosystem, I strongly recommend their CRM product. You have the same logic as in the project management tool, but with templates prepared for sales. Highly recommended if your organization is already running on Monday.com.

Notion

Notion isn’t technically a CRM. It’s a productivity tool to manage everything and anything in your life. I personally use it as a CRM because it’s the environment in which I work every day. I create my content in Notion, I create new products in Notion, and I manage my deals in Notion.

If you’re looking for a simple and cheap option, I can’t recommend it enough. The learning curve can be steep, but I strongly recommend Notion Mastery to build a crazy good Notion dashboard.

3rd Category: Sales Call Tools

This last category is important to turn sales calls into new offerings. It is where AI makes the most sense, because of all the data points I get from conversations with my customers and prospects.

Fathom Notetaker

Fathom Notetaker is free tool (I think it uses your data to train its AI) that is automatically invited to all the calls in your calendar. It acts as a silent participant in your call and it records your conversations, your screen, and creates summaries of your calls, including the action items you committed to.

I use it for all calls with prospects and customers, and then copy/paste the transcript in Claude AI (full use case here). It’s a no-brainer for me because it captures everything and remembers all important points that I tend to overlook.

Claude AI

Claude AI is the smartest cousin of ChatGPT. It’s an AI I use every single day, especially to find patterns in conversations I have with my customers. For example, I launched The Sales Creator Revenue Engine after having dozens of conversations with sales creators. I copy/pasted the transcripts into Claude AI, and it helped me analyze the conversations and find common problems sales creators were having.

And these are 7 tools I strongly recommend if you’re selling remotely. As you can see, most of them aren’t AIs, and they’re focused on helping people do their jobs better, instead of claiming to replace humans.

Hope this helps.

Cheers,

Thibaut Souyris

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My remote work essentials

My remote work essentials

In today’s issue, I’ll take you behind the scenes of my remote work setup. I’ve been working remotely since March 2020, and for the past 5 years, I’ve been doing so from Germany, Switzerland, France, Mexico, and the USA.

Working remotely is something I cherish every day, but it comes with its set of difficulties. I’ve worked from formal offices, my holiday house, my kitchen countertop, or even from a car while my wife was driving from Cancun to Holbox. And I learned a lot about what to do and what to avoid in your remote setup.

Let’s dive in:

Part 1: The place

You’ve seen it everywhere. People posting pictures of themselves on the beach or in front of a swimming pool, with their computer open, pretending to enjoy working remotely.

It’s a lie.

We have a swimming pool at our holiday house (you can rent it btw), and I’ve tried working from there a few times. It’s impossible. It’s too hot, too much sun, bugs bothering you. It’s a big no for me.

To me, a good remote setup is a place where I can be focused, take calls, and have as little distractions as possible. Back in September 2024, we moved from France to Mexico, and since then, I’ve experimented with different places to work from:

The kitchen → too busy, impossible to have a call without getting distracted

My bedroom → a bit better, but too much sun as of 10AM, plus a lot of traffic from the bathroom to the bedroom

image #2

I rented an office → good, but a useless expense since I would go 0.5 days per week on average

image #3

Gabriel’s bedroom → I turned my second son bedroom into my office (he uses the room at night, I use it during the day), and it’s been an absolute game-changer. I’m a lot more productive than anywhere else, and I get so much more done, without distractions.

image #4

My conclusion: Having a place free of distraction at home is by far the best for me. It helps me stay ultra-focused when I work, and it creates a physical separation between the common rooms (for everything but work), and the office.

Part 2: The gear

The place is one thing, but the gear is 10x more important. Having worked from so many different setups, I can tell you that the gear is something you can’t afford to overlook.

Let’s break it down:

  • a desk → I got one custom-made (it sucks, I don’t recommend doing it)
  • a comfortable chair → way too important, invest in something good
  • a monitor → I just bought one and my eyes are a lot less tired (I’m getting old)
  • good lighting → so important, I recommend indirect lighting to make it cosy and inviting
  • an architect notepad + crayola → I discovered this a few weeks ago, game-changer for creative work

This is the V1 of my office, I’m going to add some decoration, while keeping the kid bedroom vibe, so you may see a lot of toys in a near future 😂.

Part 3: The toolstack

Working remotely simply doesn’t happen without a set of good tools. Again, I’ve experienced with so many different types of productivity tools, sales tools, etc.

Here’s my ultimate list of remote work tools:

  • Starlink → simply the best internet when you live in a place with bad infrastructure
  • Google Workspace → I run all my communications and schedule on Gsuite
  • Calendly → I schedule 5 – 7 meetings a week with it
  • Amplemarket → A must for prospecting
  • Kaspr → When I need to find phone numbers in EMEA
  • Notion → My second brain, everything is in there
  • Kit → my email marketing platform

And this is my complete remote setup. You know my ideal place to work (somewhere without distractions), the gear I use, and my toolstack. I have a similar setup in Mexico, France, and Switzerland, so I can be productive wherever I find myself.

Hope this helps.

Cheers,

Thibaut Souyris

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Tactical Selling

How I booked 5 outbound meetings in a week

How I booked 5 outbound meetings in a week

In today’s issue, I’ll share how I booked 5 outbound meetings in a week. A few years ago, this wouldn’t have been worthy of a newsletter, but outbound has become so crowded and so tough that I thought it would be a good idea to break down my process.

As you know, my second son was born a month ago, and I’ve had a lot less time to focus on prospecting. But two weeks ago, I looked at my bank account and I started to freak out. I checked my pipeline and I freaked out even more!

So I decided to get back to prospecting, and I booked 5 outbound meetings.

Here’s how, step-by-step:

Step 1: Find a problem

I’m lucky to be working for myself. This means I have total freedom over the kind of problems I want to solve, and how to solve them. Lately, I’ve been seeing a massive drop in reach from LinkedIn. And if you’ve been following me there, you know I’m getting at least one sponsored post per week.

This drop in reach has multiple causes. But in my opinion, it is mainly due to:

  • a massive increase in people wanting to become creators on LinkedIn
  • a flood of AI-generated LinkedIn posts
  • a general artificialization of content (when most posts and comments are AI-generated, real humans stop paying attention)

This new reality is a direct threat to my revenues (as a sales creator), and a threat to brands wanting to work with creators to gain new customers. To solve that problem for brands and marketing teams, I’m working on a Sales Creator Content Party.

My idea is to bring creators in amazing locations around the world, create video collaborations, and have brands sponsor the creators. It creates authentic and original content, which (in my opinion) will make a dent in the problem of AI interacting with AI on LinkedIn.

Step 2: Make a list

Now that I have a problem and a solution, I can start building a list of prospects I want to reach out to. And instead of trying to shoot for fancy brands with a massive budget, I’m focusing on two types of prospects:

  • brands I’ve already been working with
  • people who could help me find new brands to work with

As you can see, I’m mostly focusing on people I already know. The reason is that reaching out to strangers out of the blue to get them to sponsor a party isn’t exactly compelling. It’s going to get really hard to start conversations with strangers, so I focus on people I know.

Step 3: Reach out to people where they hang out

Final step is to reach out to people in my list. For this specific outbound campaign, I’m not spending time planning a long sequence, using templates, or trying to create a list of detailed symptoms of the problem I’m trying to solve.

I want to go fast, so I look for the last channel we used for our past conversation, and I send a message like “What’s up?” or “How’s business?”.

Here’s an example:

Image #1

As you can see, I’m focusing on getting a reply, and then talking about the problem or the solution.

And this is how I booked 5 outbound meetings in a week. I started a few other conversations, and 3 of these meetings turned into opportunities, with 1 already closed. That’s a reassuring outcome. I know that I can go back to the basics, start conversations, turn some of them into opportunities, and close a few of them.

Hope this helps.

Cheers,

Thibaut Souyris

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I’m launching a Summer Sales Creator Content Party

I’m launching a Summer Sales Creator Content Party

In today’s issue, I’ll tell you everything about my Sales Creator Content Party this summer. I’ve closed over $80,000 in sponsored content in the last 2,5 years, and I’ve decided to give myself the goal to close $100,000 in sponsored content in 2025 only.

And one of the fastest way to reach that target is to close bigger deals. That’s why I’m working on setting my first sales creator content party, so I can give more exposure to the brands, close bigger deals, and have a ton of fun in the process.

Here’s how I’m planning on doing that:

Part 1: The concept

I’m now 34. Not super young, not super old. I’ve been working for myself since September 2018, and I’ve learned a lot about what motivates me. There are two things I absolutely love doing in life: closing deals and celebrating life with people I love.

That’s why I came up with the idea of a sales creator content party. I personally know dozens of sales creators, and I’ve been asking myself how to collaborate with them in a meaningful way.

Similar to this concept, I’m hosting a party in a private location in Berlin, on the 25th of July 2025. I’ll gather about 10 sales creators with over 10,000 followers on LinkedIn, and we’ll spend the day collaborating on various video content and fun concepts, all while speaking about B2B sales, prospecting, and everything relevant to our audiences.

When the content creation is done, we’ll throw a wine tasting with my friend Vino Vik, have some finger food, and celebrate life with 50 attendees and a DJ set. A typical evening in Berlin, but for people who are too old to stay awake for 48 hours straight.

Part 2: The deliverables

Now we won’t just gather influencers and get them to post random thoughts about B2B sales. We’ll work with 3 formats:

Format 1: Cooking Show

I’ll host a cooking show, where another creator and I will discuss about a specific sales topic, while cooking dishes for the rest of the creators. Think about a food influencer collaboration, but with cooking as a background for a conversation on B2B sales. This cooking show will create the following deliverables:

  • 1 long form video (10 – 15 min max), ideal for YouTube
  • 10 short form videos (less than 60 seconds), ideal for LinkedIn, Instagram, or TikTok
  • 4 LinkedIn posts from the interviewed creator, 4 LinkedIn posts from me
  • 1 long-form blog post hosted on saleslabs.io (like this one) and sent to The Remote Sales Playbook mailing list (5.300+ subs, 39%+ open rate, 3.52% click rate)
  • 1 CTA chosen by the sponsor in the long form post and in the LinkedIn posts
  • Example

Format 2: Tactical Interviews

I’ll host 5 creator interviews, either seated on a couch or at a desk, and we’ll discuss concrete, tactical ways salespeople can get better at prospecting, closing deals, or any other relevant topic. This format will create the following deliverables for each of the 5 slots:

  • 1 long form video (10 – 15 min max), ideal for YouTube
  • 10 short form videos (less than 60 seconds), ideal for LinkedIn, Instagram, or TikTok
  • 1 LinkedIn post from the interviewed creator, 1 LinkedIn posts from me
  • 1 long-form blog post hosted on saleslabs.io (like this one) and sent to The Remote Sales Playbook mailing list (5.300+ subs, 39%+ open rate, 3.52% click rate)
  • 1 CTA chosen by the sponsor in the long form post and in the LinkedIn posts
  • Example

Format 3: Wine Tasting Interviews

Finally, 4 creators will go around during the Wine Tasting and ask questions to the attendees about B2B sales. We’ll combine the answers into a 60 seconds or less video, and this format will create the following deliverables:

  • 1 short-form video with an edit of the interviews per creator (60 seconds or less)
  • Creator who hosted the wine tasting questions does 1 LinkedIn posts with the video
  • I’ll do 1 LinkedIn post with the video per slot
  • Each slot is sponsored by one brand only
  • 1 CTA chosen by the sponsor in the LinkedIn posts
  • Example

Part 3: Monetizing the party

Now this sounds fun but this kind of event has a cost. Between the location, the wine tasting, the food, the DJ, and the creator payouts, the bills will rack up fast. Plus I’m not organizing an event to lose money, it’s a business after all.

That’s why I have created 3 packages to work with sponsors:

Package 1: Cooking Show sponsoring

  • 1 slot
  • Price: $5,500

Package 2: Tactical Interviews Sponsoring

  • 5 slots
  • Price per slot: $3,500

Package 3: Wine Tasting Interviews

  • 4 slots
  • Price per slot: $1,500

I’ll also sell tickets for $50 per attendee (except creators and sponsors), so we can all enjoy the wine and the food and have quality time together.

And this is how I’m planning to organize and monetize this sales creator content party. I’ve been speaking to a few potential sponsors and everyone is super excited. This kind of concept fires them up because it’s different, and it’s a great way to stand out in a sea of AI-generated LinkedIn content.

If this party is a success, I’m planning to organize many different concepts all around the world. I already have spots in South of France, central Mexico, and in the US.

Hope this helps.

Cheers,

Thibaut Souyris

P.S. I’m still looking for:

  • creators (with audiences mainly in the US)
  • sponsors for the event

If that’s you (or if you know someone who would be a fit), please DM me on LinkedIn or send an email to [email protected].

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4 steps to creating a LinkedIn cover carousel

4 steps to creating a LinkedIn cover carousel

In today’s issue, I’ll share how you can create a dynamic LinkedIn cover to attract prospects on your LinkedIn profile. I’ll show how you can create a carousel by adding up to 5 images that will automatically slide (feature only available to Premium users).

Most salespeople who use LinkedIn for prospecting don’t optimize their covers. They either use the basic templates provided by LinkedIn, or whatever cookie-cutter banner their employer provides for them.

And this has real consequences. Think of your LinkedIn banner as a highway billboard. If you don’t use that precious space, you’re potentially losing opportunities.

Here’s how to fix this, step-by-step:

Step 1: Plan your written content

Before heading out without a plan to Canva, you need to know exactly what message your banner will display. In the recent revamp I did, I knew I wanted to have a carousel banner that would display a few elements:

  • a main cover where I’ll repeat my headline
  • 3 secondary covers where I’ll highlight 3 concrete problems my prospects have
  • 1 free resource mentions for each individual cover

Note that you can add whatever makes the most sense to you. Ideally the main cover has to show how you’re helping your prospects, which I described here. If you choose to add secondary covers, make them about your prospects (mention their problems), or your customers (share testimonials).

Step 2: Create an initial mockup

Now that you have the content of your banner ready, I recommend creating a quick mockup (can be a hand drawing or a Canva) to help you visualize where the elements of the cover need to go. Don’t worry about aligning the text and the visual elements, you’re only doing prep work.

I knew I wanted to have some visual elements in the secondary covers (computer mockups), as well as quotes from the problems my prospects have, and a call-to-action.

Here’s an example of an initial mockup:

Step 3: Outsource to a freelancer on Fiverr

The mockup gives a good indication of where all the elements of the cover are going, but I can’t upload it like that on LinkedIn. It’s odd, and the computer visual would be hidden by my profile picture.

I could tweak and move the elements until everything fits, but instead, I recommend using Fiverr, to find a freelancer to help you do that. Specifically, I can recommend this freelancer to help you with a LinkedIn cover. I worked 3 times with him and the results were always excellent.

You can submit your requirements, wait for a first version (typically within 24 hours) and give instructions to fix various elements. For this specific cover, we did 4 rounds of revision (even if the order was only giving me 1 revision possibility), and I’m so happy about the results.

Go check my LinkedIn profile and drop me a DM if you have some feedback for me. I’d love to hear about you!

Step 4: Upload your cover

Finally, you can head to your profile on LinkedIn, locate the pen icon at the top right of your cover, and select “Create Slideshow with Premium”. You’ll have the option to rearrange the cover order, edit the pictures, etc.

You can also ask your freelancer to create covers for your Featured section, to make sure you stay on brand on all your LinkedIn profile.

And this is how you can create a LinkedIn cover carousel. It’s a feature most salespeople ignore, and it’s a fantastic opportunity to stand out. When prospects land on your LinkedIn profile, most of them will immediately stop to read what’s on your cover, and this will quickly help them decide if they should keep reading what’s on your profile, or move on.

Hope this helps.

Cheers,

Thibaut Souyris

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How to build a ROI calculator with Claude AI

How to build a ROI calculator with Claude AI

In today’s issue, I’ll share how you can create a simple HTML calculator to share with your prospects, without having to know anything about coding or design.

If you’ve been reading me for a while, you know I love teasing resources to prospects in my prospecting messages. Instead of pitching a solution, I shine a light on a problem they have, and I tease a partial solution to this problem, asking them to reply so I can send it over.

But for most salespeople, the resources available are limited. They have access to random whitepapers, useless case studies, and boring webinars. That’s why building a quick calculator is a good way to help your prospects identify a missed opportunity, and start a conversation with you.

Here’s how, step-by-step:

Step 1: Brainstorm with Claude AI

Building an HTML calculator is something that sounds scary to most non-technical people. But with Claude AI, you can ask an AI to do it for you. Use the following structure:

  • Context: Give context about your situation, and what’s your problem
  • Role: Give the AI a specific role
  • Task: Give a task to the AI
  • Format: Format the way the AI will ask you questions

Here’s the prompt I used to create this calculator.

Image #1

And this is the conversation that followed:

Image #2
Image #3

And this is the first version of the calculator Claude AI coded for me:

Image #4

Step 2: Tweak your results

Now that the V1 of your calculator is ready, you can tweak it as much as you need. For example, I did the following changes:

  • asked to clarify the sources to come up with the calculations
  • asked to remove a few variables to make the calculator easier to understand
  • tweaked the title, added a disclaimer and asked to embed a form to sign up to my newsletter
  • asked for instructions to embed the calculator on my website

And after a few back and forth with the AI, I got the final version of my calculator:

Image #5

Step 3: Host your calculator

Now that your calculator is ready, you need to host it somewhere. If you’re not technical, hosting means having the code on a page that you can share on the Internet so anyone can access it.

If you’re working for yourself, you can simply copy the HTML code from Claude AI and paste it in and HTML block of your website builder. But if you’re working as an employee, you most likely won’t be able to host it on the website of your company.

You can use a free website host like Tiiny Host to host the HTML code and share it with anyone. Simply create an account, click on “Paste HTML” and publish your website.

This is how you can use Claude AI to create a simple calculator, and share it with your prospects. You can now use any of these templates to tease the calculator and host your calendar link to book meetings with prospects.

And this is just a start, I have created the V1 of my new website with Claude AI, and I’m planning a workshop series to walk you through the whole process of using AI as a sales creator. Make sure you’re signed up to The Sales Creator Revenue Engine to get your invite.

Hope this helps.

Cheers,

Thibaut Souyris

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Tactical Selling

How I use AI to to create a customer knowledge swipe file

How I use AI to to create a customer knowledge swipe file

In today’s issue, I’ll share how I used Claude AI and Fathom Notetaker to create a customer knowledge swipe file.

Most salespeople don’t understand how the product they sell helps their customers, and they keep pitching benefits and features prospects couldn’t care less about.

That’s why customer research is so important. If you don’t know the problems of your customers, your prospecting messages will fall flat, and you won’t generate the pipeline you need to reach your targets.

Here’s how to change that, with AI:

Step 1: Set your tools

You’ll need two (free) tools to create that swipe file. The first one is Claude AI (you can also use ChatGPT if you prefer), and the second one is a call recorder. I personally went for Fathom Notetaker as it’s free, and it does the job. You can use whatever tool your company is providing, like Gong. The call recorder has to have a built in transcript function, otherwise it will be useless.

Disclaimer: You’ll be feeding data from conversations with your customer to an AI, so make sure you have the permission to do so, or you may get in trouble.

Now that both of your tools are ready to use, you need to create a structure to

Step 2: Ask Claude AI to help you structure your swipe file

You need to create a system to help Claude AI go through the data you’re going to feed it. You can give it clear instructions, or ask its help to structure the swipe file.

Here’s the prompt I used:

Image #1

The first version was missing a summary, so I added more information with this prompt:

Image #2

Step 3: Feed your transcripts to Claude AI

You customer knowledge system is now ready to use. The only thing remaining to do is to feed the transcripts of your calls to Claude AI. I recommend at least feeding the last 10 calls you had with customers, but you can also feed calls from other salespeople if you’re new to the job.

I recommend creating a process where you feed new transcripts every week, so your swipe file keeps getting better. Here’s an example of how mine looks:

Image #3
Image #4

As you can see, the AI is helping me identify patterns. From the conversations I had until now, I know my top 3 customer challenges:

  • no strategy for monetization
  • no clue how much to charge per post
  • difficulties balancing full-time work and creator work

And the best of it is that I can use the words of my customers to create an outbound message. For example, I could write something like: “I speak to a lot of sales creators and most of them have no structure or know what the hell they are doing”.

And this is how you can use AI to better understand the challenges and goals of your customers. This type of work was typically done by market research firms, and it was costing a ton of money. Now you can do it for (almost) free, and keep feeding the AI with new transcript to refine your model.

Hope this helps.

Cheers,

Thibaut Souyris

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Categories
Tactical Selling

How to turn a No into a meeting

How to turn a No into a meeting

In today’s issue, I’ll share how you can turn a no into one (or more) meetings. When prospects reply negatively to a prospecting message, most salespeople stop and move on. It’s quite understandable. We don’t want to annoy our prospect, so we focus on the next one, until we get a yes.

In fact, this is what I’ve always suggested to do. I hate when I tell a salesperson I’m not interested, and they keep trying to convince me I’m wrong. But in 2025, outbound prospecting has become so hard, that you can’t afford to give up when you get a no. You’ve worked so hard to get a reply, you need to turn it into something positive.

Last week, I was running a 1:1 coaching call with one of my students, and we developed a simple tactic to turn negative answers into meetings.

Here’s that tactic, step-by-step:

Step 1: Accept the answer and ask for a favor

As humans, we tend to become tensed when people reject us. By acknowledging that and writing a short softening statement, you’ll dial the tension down.

Here’s a softening statement I love using: “Got it, Leslie, no problem with that, I understand that it’s not something you’re focused on right now.”

Now that the tension is gone, you can ask for a quick favor. I love using: “Do you mind if I ask you a quick favor? I won’t take it bad if you refuse 😊 ”

If the prospect isn’t too annoyed about your message, they’ll typically answer.

Step 2: Ask for intros to people from their network

Now that you turned a no into a yes comes the tough part. You need to ask if the prospect would be opposed to checking a list of people they are connected with, and telling you if they’d be comfortable doing an intro. Here’s the message I typically use:

“I’ve been checking who you’re connected with on LinkedIn and I think there are 5 people who could potentially need help with the problem I’m solving with my offering. Would you mind looking at that list and telling me if you’d be opposed to doing a short intro?”

Most people won’t have a problem going through the list and telling you who they are comfortable introducing you to. This switches the focus of your prospecting to other people, and it’s reassuring for your prospects because they know you’re not trying to book a meeting with them anymore.

Step 3: Make it easy for them to say yes

When the prospect comes back with the list of people they are comfortable doing an intro to (some won’t be comfortable doing so), you know you’re on the right path. This is where most salespeople drop the ball. They ask the prospect to send an intro message, and most people are too lazy, so they don’t do it.

Instead, propose to write the introduction message on behalf of the prospect. Here’s how I typically play it:

“Thanks for the list Leslie. Do you mind if I write the introduction message on your behalf and share it with you, so you just have to quickly check it and send it?”

Most people won’t object to that. You’re making their lives simpler. If they accept, use a message like this one:

“John, Thibaut (in cc) reached out me a few days ago to share a few ideas on how I could prevent my reps from getting dispersed when running outbound sequences. It’s not a problem we have, but Thibaut asked my if you’d have this problem. I figured I’d do a quick intro and let you two take it from there.”

I don’t know about you, but I wouldn’t have any issue sending this to people I know. It’s short, it’s direct, and it’s honest. If I received this email from someone I know, I wouldn’t have any problem taking a call from the salesperson (if I was interested in solving the problem they can help with).

And this is the way you can turn a no into one or more meetings. It takes a bit of practice to get it right, but I can’t encourage you enough to give it a try. If you got a no from an outbound prospecting message, you started a conversation, and you can’t afford not to use this relationship to start more conversations. It’s going to be 100x simpler than trying to contact total strangers.

Hope this helps.

Cheers,

Thibaut Souyris

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