Move beyond traditional sales sequences by implementing "invisible funnels" triggered by customer actions, like filling out an intake form. Use automation to analyze their responses and initiate personalized conversations, creating trust and generating sales without a hard-sell campaign.
Related Insights
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.
Instead of directing users to a landing page with a form, ask them to simply reply to the email with a keyword to receive a guide or discount. This reduces friction and can exponentially increase the number of people who take the desired action compared to traditional methods.
An advanced inbound AI agent does more than book meetings. By ingesting your website, tracking visitor behavior, and having contextual conversations, it provides the sales team with such deep pre-qualification that the initial discovery call becomes unnecessary, allowing reps to jump directly into problem-solving.
As software commoditizes, the buying experience itself becomes a key differentiator. Map the entire customer journey, from awareness to renewal, and design unique, valuable interactions at each stage. This shifts the focus from transactional selling to creating a memorable, human-centric experience that drives purchasing decisions.
Beyond booking meetings for high-value deals, AI agents can be empowered to handle the full sales cycle for lower-priced products. They can answer questions, provide discount codes, and conduct follow-up, creating a significant, automated revenue stream with no human sales involvement.
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.
Counterintuitively, SMS marketing is becoming the preferred channel for complex, multi-step sales like insurance, solar, and real estate. These industries require relationship-building and drip messaging over time, a process that sales-tech platforms are now automating effectively via text message.
An automated workflow analyzes call transcripts and sends immediate, private feedback to the sales or CS rep on what they did well and where they can improve. This democratizes high-quality coaching, evens the playing field across managers of varying skill, and empowers motivated reps to upskill faster.
Don't wait for the perfect AI marketing platform. Repurpose existing AI sales tools for marketing automation. Their sequence and re-engagement capabilities can be hacked to run hyper-personalized drip campaigns, bridging the current technology gap.
As users increasingly deploy AI agents to research products and fill out forms, websites with complex or non-standard form fields will lose leads. Marketers must optimize for both human and AI agent usability to capture these automated demo requests.
