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.

Counterintuitively, highly formatted and image-heavy emails can feel corporate and impersonal, decreasing engagement. Shifting to a simpler, plain-text style mimics a personal message from a friend, which increases perceived authenticity and encourages more replies and genuine connection.

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.

Focusing on email open rates can lead to clickbait subject lines and weak copy. Instead, orient your entire outreach strategy around getting a reply. This forces you to write more personalized, engaging content that addresses the recipient's specific pain points, leading to actual conversations, not just vanity metrics.

Stop trying to convert customers directly within an email. An email's primary function is to provide enough evidence and intrigue to earn a click through to a dedicated sales page. The sales page, not the email, is responsible for the final conversion. This shift makes copy more conversational and less pushy.

Instead of asking an AI tool for creative ideas, instruct it to predict how 100,000 people would respond to your copy. This shifts the AI from a creative to a statistical mode, leveraging deeper analysis and resulting in marketing assets (like subject lines and CTAs) that perform significantly better in A/B tests.

Asking for a prospect's time or interest is less effective than giving them something valuable. Emails that include a tangible offer (e.g., a benchmark, an audit, a unique insight) see a 28% higher reply rate. You get their time by not asking for it directly.

Many companies fail with AI prospecting because their outputs are generic. The key to success isn't the AI tool but the quality of the data fed into it and relentless prompt iteration. It took the speakers six months—not six weeks—to outperform traditional methods, highlighting the need for patience and deep customization with sales team feedback.