Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.
Related Insights
Instead of hiring a 'Chief AI Officer' or an agency, the most successful GTM AI deployments empower existing top performers. Pair your best SDR, marketer, or RevOps person with AI tools, and let them learn and innovate together. This internal expertise is more valuable than any external consultant.
Don't unleash a generic AI agent on your entire database. To get high response rates, segment contacts into specific sub-personas based on role, behavior, or status (e.g., churn risk). Then, train dedicated sub-agents or campaigns for each persona, allowing for true personalization at scale in batches of around 1,000 contacts.
The quality bar for AI sales outreach isn't perfection; it's simply being better and more consistent than your average human SDR. A 'pretty good' email sent consistently without errors is sufficient to generate high response rates and outperform the variable quality of human efforts. Don't let the quest for the perfect email stall implementation.
Avoid using AI to create sales outreach from scratch ('black pen'). Instead, use it as an editor ('red pen'). Apply the 10-80-10 rule: 10% human-led prompting, 80% AI-driven task execution, and a final 10% human refinement. This maintains quality while boosting efficiency.
AI's power is not in creating successful strategies from scratch, but in scaling your existing best practices. An AI agent cannot make a broken process work. First, identify what messaging and campaigns are effective, then use AI to execute them at a near-infinite scale, 24/7.
Unlike older sales tools, AI agents shouldn't be handed to individual SDRs to manage. This approach leads to failure. Instead, centralize the strategy: a core team must own agent training, contact routing, and performance tuning to ensure a consistent and effective GTM motion across the entire organization.
A primary AI agent interacts with the customer. A secondary agent should then analyze the conversation transcripts to find patterns and uncover the true intent behind customer questions. This feedback loop provides deep insights that can be used to refine sales scripts, marketing messages, and the primary agent's programming.
Don't view AI tools as just software; treat them like junior team members. Apply management principles: 'hire' the right model for the job (People), define how it should work through structured prompts (Process), and give it a clear, narrow goal (Purpose). This mental model maximizes their effectiveness.
The most effective way to build a powerful automation prompt is to interview a human expert, document their step-by-step process and decision criteria, and translate that knowledge directly into the AI's instructions. Don't invent; document and translate.
AI should not be the starting point for creation, as that leads to generic, spam-like output. Instead, begin with a distinct human point of view and strategy. Then, leverage AI to scale that unique perspective, personalize it with data, and amplify its distribution.
