Don't try to optimize your strongest departments with your first AI project. Instead, target 'layup roles'—areas where processes are broken or work isn't getting done. The bar for success is lower, making it easier to get a quick, impactful win.

To overcome employee fear of AI, don't provide a general-purpose tool. Instead, identify the tasks your team dislikes most—like writing performance reviews—and demonstrate a specific AI workflow to solve that pain point. This approach frames AI as a helpful assistant rather than a replacement.

Don't try to build a complex AI agent from day one. SaaStr's AI VP of Customer Success started as a basic project management portal to replace a clunky tool. Its advanced, agentic capabilities were layered on over months as real user needs became clear post-launch.

Instead of focusing on complex technical workflows, design loops by outlining a specific job to be done for an agent, just as you would when onboarding a new human employee. This managerial mental model simplifies the design process and makes it more accessible.

Onboard users (or yourself) to an AI agent like a new human teammate. Start with easy, high-frequency tasks (e.g., summarizing Slack threads). Progress to harder, multi-step tasks (e.g., scheduling a meeting based on replies). Only then, attempt to automate an entire workflow (e.g., running daily growth experiments).

The most effective AI companies don't try to automate everything. They ask which specific, repetitive task creates the most value when partially automated. This pragmatic approach delivers measurable results by using AI to augment human workers, not replace them.

Don't get distracted by flashy AI demonstrations. The highest immediate ROI from AI comes from automating mundane, repetitive, and essential business functions. Focus on tasks like custom report generation and handling common customer service inquiries, as these deliver consistent, measurable value.

To bridge the AI skill gap, avoid building a perfect, complex system. Instead, pick a single, core business workflow (e.g., pre-call guest research) and build a simple automation. Iterating on this small, practical application is the most effective way to learn, even if the initial output is underwhelming.

For companies wondering where to start with AI, target the most labor-intensive, process-driven functions. Customer support is an ideal starting point, as AI can handle repetitive tasks, leading to lower costs, faster response times, and an improved customer experience while freeing up human agents for more complex issues.