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Salesloft’s Sales Strategist Agent works best when it understands your specific goals. While the Agent provides a standard analysis by default, you can use Instruction Prompts to tell it exactly what to prioritize, what to ignore, and how to deliver feedback.How to use this guide:Find your specific goal or "Purpose" in the left-hand column. Review and copy the corresponding Instruction Example from the right-hand column. Paste that instruction into your Sales Strategist Agent settings to instantly customize its output. Purpose Instruction Examples Specify a tone or personality for the agent to take on when creating your outputs. Take the persona of a quirky expert that uses Star Wars references Use an upbeat, helpful, expert tone Cut to the chase without filler words Specify a framework for the agent to reference when creating the outputs Structure your response using the GROW model for sales coaching Evaluate how well the rep is adherin

In sales, the biggest challenge isn't a "no”, it’s never being seen at all. To stay out of the "Promotions" tab and earn a click, your subject lines need to look like a one-on-one conversation, not a mass broadcast.Use these two rules for writing email subject lines that actually get opened. Rule 1: The 5-Word MaximumYour subject line has one job: get the email opened. If it’s too long, it looks like a marketing newsletter and gets deleted before the prospect even reads your name. Keeping it under five words ensures the recipient can quickly read it, and that the entire message is visible on a mobile lock screen.  ❌ Avoid (Too Long/Salesy) ✅ Try (Under 5 Words) "Increase your ROI with our new Reporting Dashboard" "Question about [Company]’s goals" "Checking in to see if you have time for a call" "Ideas for [Project Name]" "Helping [Company] scale your engineering team" "Thoughts on [Topic]?"  Rule 2: Prioritize Curiosity Over P

Hey Champions!  In a world of big data, we often wait for a dashboard to turn bright red before we take any action. But as a champion your job is to teach your team to catch first signal of intent before a competitor does.  So for this week’s Sideline Strategy video, Sheena Johnson, Senior CSM, is here to show you how to build a first signal shared view within your prospecting results.  👀 Watch the ~4 minute video walk through here and make sure to drop any questions for Sheena in the comments!   Thanks for watching! We’ll see you next Wednesday!

Hey Champions,  Here’s your monthly round up in the Champions hub for March! ☘️ 🧠 NEW Cadence Masterclass with Sam McKennaWe’ve paired our industry-leading Cadences with Sam McKenna’s exclusive training methodology to ensure your pipeline is both full and high-quality. From the crucial first “hook” to the long-term nurture, get a masterclass in psychology-backed communicated used by the world’s most elite sales organizationsView the 5-part series here 🏆 Sideline Strategy Your weekly quick tips on how to level-up your game in SalesloftAI Knowledge Library  AI Email Assistant Instant Insights from the Ask Salesloft Agent  First Signal of Intent 🚀 Product Release NotesMake sure to subscribe so you’re always in the know on Salesloft’s latest product updates! March 2026 Release Notes Have questions? Drop them below!  See you in the community!

During this year’s Saleslove On Tour, we had the opportunity to highlight the future of Salesloft + Clari by introducing the Predictive Revenue System. Each tour day was filled with jam-packed breakout sessions intended to match the work attendees individually own. Leaving them with best practices and next steps they can use the moment they are back at their desk. In this post, we’ve outlined the topics covered in each session and the strategies learned that your team can take action on right away. Attached, you’ll see slide decks that include all of the sessions highlighted below! ___________________________________________________________________________________Session 1 - Sellers + AI Agents: the Deal-Winning Cheat CodeThis session brought attendees on a practical tour of 3-5 agentic workflows that sellers and managers can use to prioritize the right deals, take the right next actions, and keep momentum from first touch to close.In this session, we covered: What differentiates the P

Hey Champions!  It’s Wednesday so we’re here to report our latest quick tip for you!  This week Andi Gunadi, Solutions Architect, is back again but this time to walk you through the AI Knowledge Library.  Watch the ~2 minute video below and make sure to ask your questions for Andi in the comments! 👇🏼👀  Thanks for watching! We’ll see you next Wednesday 👋🏼 

 How do you walk away while leaving the door wide open? This final session covers the art of the Breakup Email and how to integrate LinkedIn and Voicemails into your workflow.What you’ll learn:The Breakup Framework: Acknowledging timing while preserving your brand Why "Profile Views" are a waste of time—and what to do on LinkedIn instead How to leave a "Pointer Voicemail" that drives traffic back to your inbox Final thoughts on grammar, AI proofreading, and long-term pipeline building

 Most sellers turn into "spam" after the fourth attempt. Don't be one of them. In the Nurture Phase, we move from pitching to earning trust. This session teaches you how to stay in a buyer’s orbit by providing value without an "ask."What you’ll learn:Why you should stop asking for meetings in late-stage emails and what you should do instead How to use marketing assets and third-party content to build personal authority How to scale nurture emails across multiple cadences Testing the value of your contentWatch the final video in the series:  Video 8: The Breakup Email & Multi-Channel Touches

 With the heavy lifting of Email 1 done, we move on to  the follow-up, which Sam likes to refer to as the emails “where the meeting is won.” This video covers Emails 2 and 3.What you’ll learn:How and when to send an effective "bump" email  When and how to reframe your value to hit the same bullseye from a different angle How to use a customer story that proves ROI without sounding like a brochureWatch the next video in the series:  Video 7: The Nurture Phase (Emails 5-9)

 Master the most important email in your entire cadence: Email 1. This session deep-dives into the structure of a high-converting initial cold email, from the opening line to the "low-friction" close.What you’ll learn:What NOT to include  in Email 1 The "Dirty Pan" technique: How to engineer your first email How to write a "prebuttal" to address potential objections  Why asking for interest beats asking for timeWatch the next video in the series:  Video 6 — The Active Selling Phase (Emails 2-4)

 If your email isn't opened, the best copy in the world won't save you. This video focuses on the "First Impression" trio: a highly specific Buyer Persona, a curiosity-piquing Subject Line, and strategic Preview Text.What you’ll learn:How to define a persona by their "day-to-day pressure" rather than just a job title The "Hook + Value" formula for subject lines that demand an open Why your "From" line and preview text are your most valuable real estate How to use AI as an "editor" to brainstorm high-impact headlinesWatch the next video in the series: Video 5 — Email 1: The Hook, The Pitch, and The Prebuttal

 Building a cadence is a balancing act between persistence and annoyance. This session outlines the ideal 10-email baseline and explains how to strategically layer in phone and social touches based on your specific buyer persona.What you’ll learn:Why to start with a 10-unique-email baseline How to audit your cold calling data to see if it’s actually worth your time The 3 phases of a cadence: Active Selling, Nurture, and Breakup The "Golden Rule" of timing: How many days to wait between touchesWatch the next video in the series: Video 4 — Personas, Subject Lines, and Preview Text

 What is the actual job of a sales email? Hint: It’s not to sell your product. This video explores the core philosophy of outbound cadences, focusing on selling the meeting and educating the buyer. Sam also dives into the "boring but important" side of sales success: Cadence Hygiene.What you’ll learn:Why you should sell the meeting, not the product The importance of consistent inputs for clean data How to measure success beyond just "meetings booked" 4 key metrics to trackWatch the next video in the series: Video 3 — The Anatomy of a Cadence

 Stop sending emails that get immediately deleted. In this introductory session to our Cadence Masterclass, Sam McKenna, CEO of #samsales Consulting, breaks down why traditional "volume-heavy" sales cadences are failing in today’s noisy inbox. Discover how to earn a buyer's time by proving you understand their specific challenges from the very first line.What you’ll learn:The “voice” you should be using in your emails Why volume is killing your deliverability An introduction to the "Show Me You Know Me" methodology How to earn the right to a meeting through thoughtful researchWatch the next video in the series: Video 2 — Cadence Core Concepts & Hygiene

Hey Champions!  We’re back with your weekly Sideline Strategy quick tip! This week Andi Gunadi, Solutions Architect, is here to discuss using the AI Email Assistant.   🎬 👀 Watch the ~1 minute video below and make sure to drop any questions for Andi in the comments!   Thanks for watching!  We’ll see you next Wednesday! 🫡