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.

Don't use a generic opener. Lead with a specific trigger or context about the prospect, acknowledge it's a cold call, and then ask for 30 seconds of their time. This personalized approach makes every opener unique and more engaging, increasing the chances they'll listen.

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.

Using phone, email, and social isn't merely about finding a channel that works; it's about becoming a known person. When a prospect has heard your voice on a voicemail and seen your face on LinkedIn, you are no longer an anonymous bot. This human connection dramatically increases the likelihood of a response, even if it's a polite 'no'.

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.

When a prospect goes silent on your primary channels (email, work phone), they may be subconsciously filtering you out. Break this pattern by using a novel channel like WhatsApp or a different phone number. This can bypass their filters and elicit a response.

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.

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.