COMPLETE PLAYBOOK

Chris Jeng's 5-Step
AI Sales Workflow

The definitive hands-on playbook for founders, solo SDRs, and sales teams who want to automate LinkedIn outbound without sounding like a robot.

"It's 80% thinking and 20% clicking buttons." – Chris Jeng

The Weekly Loop That Powers Results

Chris Jeng runs this exact loop every single week to generate consistent, high-quality leads and meetings.

0

ICP Refinement

Google Sheets + Brain

15 min
1 razor-sharp buyer profile
1

List Building

Sales Navigator

30 min
500-1,000 hyper-qualified leads
2

Sequencing

Linked Helper

20 min
Automated 3-touch sequence
3

Discovery

Fireflies

Real-time
High-fidelity call recording & AI summary
4

Follow-Up & Collateral

ChatGPT o3

10 min
Personalised email + proposal
0

Refine Your Ideal Customer Profile (ICP)

The foundation that makes everything else work

Weekly Data Review

  • Pull last week's data from Linked Helper (requests, accepts, meetings)
  • Sort by vertical & region to identify outliers
  • Look for patterns (e.g., 42% accept rate in UK fintech vs 18% in US ed-tech)

Customer Interviews

  • Interview 1-2 closed-won customers each month
  • Ask: "Why did you take my call?" Record in Fireflies
  • Update ICP sheet with new insights

Pro Tip

Add a "Deal Velocity" column to track time from connect → closed. Faster cycles often beat higher ACV.

ICP Elements to Track

  • • Industry & vertical
  • • Company headcount
  • • Tech-stack keywords
  • • Pain triggers
  • • Geographic region
  • • Deal velocity patterns

Example Hypothesis

"CFOs in series-B climate tech with 50-200 headcount show 3x higher acceptance rates and 50% faster deal velocity."

Ready to Implement the Complete Workflow?

Get the full step-by-step guide with templates, scripts, and implementation checklists. Start generating consistent results this week.

Includes: Templates • Scripts • Checklists • Video tutorials
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