Using AI for Better Sales Documents – Kelsey Galarza

Using AI for Better Sales Documents – Kelsey Galarza

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March 18, 2025 by *Revenue By Design

Revenue By Design

Sales messaging and connecting with audiences is inherently human. Surprise, that’s where I was when I turned to ChatGPT—not just as a tool, but as a creative partner. In this presentation, I’ll show you exactly how I used AI to build a ICP and persona based messaging summary that hit the mark so well it got compliments like, “Kelsey, your primer and boil down are excellent!”

I’ll break down the process step by step: from collecting the data through interviewing, setting the direction for the AI, to guiding the tone to making sure the output felt human and resonated with the audience. You’ll walk away with a clear framework for using AI in your own work—not to replace you, but to enhance what you already do best. Whether you’re crafting something for sales, marketing, or other customer centric communications, this approach will help you create messaging that makes people say, “Super job!”

Kelsey Galarza is a marketing and operations strategist with a knack for turning complex challenges into clear, actionable wins. With over a decade of experience across sales, marketing, and technology, Kelsey blends sharp insights with a relatable, human approach to getting things done. When she’s not solving problems, you’ll find her co-hosting the irreverent Chat Bubbles podcast or chasing new adventures with champagne in hand.

kelsey@marketingelevator.com

https://marketingelevator.com/

https://www.facebook.com/kelsey.galarza

https://www.instagram.com/cdmsoccergirl

https://www.linkedin.com/in/kelseygalarza/

 

~ More About Revenue By Design ~

Revenue by Design, led by Dionne Mejer, is more than just a consulting, coaching, and advisory firm—it’s a movement dedicated to helping sales professionals and leaders achieve lasting success. With over 25 years of experience in sales, tech, professional services, and coaching, Dionne has built a reputation for bringing people, processes, and technology together in a way that drives unapologetic success. In addition to leading RbD, she spearheads a prestigious consortium of companies and leaders who share a commitment to excellence. Now, as we step into our Decade of Destiny, we invite you to be part of a powerful movement—1 million revenue professionals taking ownership of their craft, their clients, and their future.

Dionne@revenue-bydesign.com

https://rbd-advisory.com/

Sponsors

 

BDR.ai  https://www.bdr.ai/

 

Open Forge AI  https://www.openforge.ai/

 

 

 

To get more of Revenue By Design, be sure to visit the podcast page for replays here: https://www.inspiredchoicesnetwork.com/podcast/revenue-by-design/

Inspired Choices Network