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.

Don't start with messaging. Build a hyper-specific list based on observable public data that signals a clear pain point. This data-driven list itself becomes the core of a highly relevant message, moving beyond generic persona-based outreach and hollow personalization.

Traditional marketing relies on static, often biased customer personas. AI-driven systems replace these assumptions with dynamic models built on real-time user behavior. This allows startups to observe what customers actually do, removing bias and grounding strategy in reality.

Startups should stop building customer personas on assumptions and surveys. Instead, use AI to analyze real-time behavioral data, creating dynamic profiles that update automatically. This shifts marketing from targeting who you think customers are to who they actually are based on their actions.

Generic demographic targeting like '18-35 year olds' is ineffective. Instead, develop 30-40 hyper-specific consumer segments based on unique motivations, such as 'a 25-year-old male using wine for dating.' This niche approach makes creative more resonant, helping algorithms find the ideal audience.

Beyond just generating creative, the future of AI in CRM is using "agentic AI" to build better strategies. This involves agents that help define audience segments, determine the next best product or action, and accelerate the implementation of complex campaigns, enhancing human strategy rather than replacing it.

Instead of batching users into lists for A/B tests, AI can analyze each individual's complete behavioral history in real-time. It then deploys a uniquely bespoke message at the optimal moment for that single user, a level of personalization that makes static segmentation primitive by comparison.

Instead of randomly contacting a large list of neglected accounts, use modern tools to make an educated guess about where to start. AI can quickly summarize past interactions, identify former buyers who have moved to new companies, or flag potential champions within an organization. This allows for a more strategic and personalized re-engagement effort.

Modern marketing relevance requires moving beyond traditional demographic segments. The focus should be on real-time signals of customer intent, like clicks and searches. This reframes the customer from a static identity to a dynamic one, enabling more timely and relevant engagement.