The Content feature transforms account intelligence into actionable sales materials, enabling you to create personalized emails, call scripts, meeting notes, and other sales content based on your target account’s specific priorities and challenges.

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Content Types Available

Email Templates

Personalized outreach emails for different personas and scenarios

Call Scripts

Structured talking points and conversation flows

Meeting Prep Notes

Pre-call research summaries and key talking points

Follow-up Documents

Post-meeting summaries and next-step recommendations

All content is generated based on templates configured in Settings and personalized using the specific account intelligence gathered by PG:AI.

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How Content Generation Works

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Template-Based Creation

Content is generated using predefined templates that include:

  • Your company’s messaging framework
  • Value propositions and differentiation points
  • Industry-specific language and terminology
  • Persona-specific communication styles

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Account Intelligence Integration

Each piece of content incorporates:

  • Specific company initiatives and priorities
  • Relevant challenges and pain points
  • Strategic context and business drivers
  • Technical environment and constraints
  • Competitive landscape and positioning

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Creating New Content

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Draft Content

1

Access Content Creation

Hover over the top right corner and click “Draft Content”

2

Select Template

Choose from available content templates based on your objective

3

Customize Parameters

Specify persona, use case, meeting type, or other relevant context

4

Generate and Review

AI creates personalized content using account insights and templates

5

Edit and Refine

Customize the output to match your specific needs and style

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Content Groups

Organize related content pieces for comprehensive account strategies:

  • Initial outreach email
  • Follow-up touchpoints
  • Meeting request scripts
  • Post-meeting follow-up

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Content Personalization

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Account-Specific Elements

Every piece of content includes relevant details such as:

Company Context:

  • Strategic initiatives and priorities
  • Recent announcements or changes
  • Industry challenges and opportunities
  • Competitive positioning

Technical Context:

  • Current technology stack
  • Digital transformation initiatives
  • Integration requirements
  • Technical decision-makers

Business Context:

  • Financial performance indicators
  • Market positioning
  • Growth objectives
  • Operational challenges

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Persona Customization

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Content Templates

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Email Templates

Cold Outreach:

  • Subject lines referencing specific initiatives
  • Opening paragraphs demonstrating account knowledge
  • Value proposition aligned to their priorities
  • Clear, relevant call-to-action

Warm Follow-up:

  • Reference to previous interactions
  • New insights or relevant information
  • Additional value or resources
  • Meeting advancement requests

Executive Briefings:

  • Strategic context and market trends
  • Peer company references and benchmarking
  • Business impact and ROI projections
  • Executive-level meeting requests

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Call Script Templates

  • Account-specific opening and credibility statement
  • Targeted discovery questions based on their initiatives
  • Pain point exploration relevant to their industry
  • Next step advancement strategies

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Meeting Notes Templates

Pre-Meeting Preparation:

  • Key account insights summary
  • Attendee research and background
  • Meeting objectives and desired outcomes
  • Potential questions and objections

Post-Meeting Documentation:

  • Meeting summary and key takeaways
  • Action items and next steps
  • Stakeholder feedback and concerns
  • Follow-up requirements and timeline

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Best Practices for Content Usage

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Customization Guidelines

Always review and customize generated content before use. AI-generated content should serve as a starting point, not a final product.

  1. Verify Information: Confirm all account-specific details are current and accurate
  2. Match Your Voice: Adjust tone and style to match your communication approach
  3. Add Personal Touch: Include specific references to recent conversations or interactions
  4. Respect Preferences: Consider the prospect’s communication style and preferences

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Content Quality Checklist

Before sending any generated content:

1

Accuracy Check

Verify all company details, names, and specific information

2

Relevance Review

Ensure content addresses their specific situation and needs

3

Tone Alignment

Match the communication style appropriate for the relationship stage

4

Call-to-Action

Include clear, specific next steps that advance the sales process

5

Value Focus

Emphasize their outcomes and benefits, not your features

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Managing Content Effectively

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Organization Strategies

By Account:

  • Group all content for specific accounts together
  • Track content performance and engagement
  • Build on successful messaging themes
  • Maintain content version control

By Persona:

  • Develop consistent messaging for different stakeholder types
  • Test and refine persona-specific approaches
  • Share successful templates across the team
  • Maintain persona-specific content libraries

By Sales Stage:

  • Align content with sales process stages
  • Create progressive messaging sequences
  • Track content effectiveness by stage
  • Optimize conversion-driving content

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Team Collaboration

Content Sharing

Share successful content templates and messaging approaches across the team

Template Evolution

Continuously improve templates based on performance and feedback

Consistency

Ensure messaging alignment across all team members and touch points

Learning

Use content performance data to improve future messaging strategies

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Integration with Other Features

Content works seamlessly with other PG:AI features:

  • Engage Insights: Incorporate value pyramids and three whys into content
  • Contact Intelligence: Personalize content for specific individuals
  • AI Assistant: Get specific content recommendations and improvements
  • Tech Stack: Include relevant technology references in technical content

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Measuring Content Effectiveness

Track key metrics to optimize your content strategy:

Engagement Metrics:

  • Email open and response rates
  • Meeting acceptance rates
  • Content consumption and sharing
  • Follow-up conversation quality

Progression Metrics:

  • Lead-to-meeting conversion
  • Meeting-to-opportunity advancement
  • Content influence on deal velocity
  • Win rate correlation with content usage

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Quick Actions

Create Content

Generate new personalized content for your account

Manage Templates

Configure content templates and messaging

Ask AI Assistant

Get content recommendations and improvements