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Podcast Summary: SaaStr 832 - How to Use AI to Hyper-Customize Go-To-Market at Scale
Episode Overview In this episode of The Official SaaStr Podcast, SaaStr CEO Jason Lemkin and Chief AI Officer Amelia Lerutte delve into the application of AI in sales processes, particularly focusing on AI Sales Development Representatives (SDRs). They discuss how AI can enhance the efficiency of go-to-market (GTM) strategies by customizing outbound and inbound communication, optimizing sales processes, and improving customer interactions.
Key Themes and Discussions
Introduction to AI SDRs
- Discussion on the current landscape of AI in sales.
- Importance of integrating AI into the sales funnel and go-to-market processes.
- Recognition that many organizations believe AI solutions are only suitable for larger firms with extensive data.
The Role of AI in Sales Optimization
- AI can handle repetitive tasks allowing human sales teams to focus on high-value interactions.
- Comparison of AI SDR performance to human counterparts.
- AI SDRs can achieve higher email open rates (70%) and increased response rates.
- AI allows for consistent messaging and customization at scale.
Implementing AI Effectively
- Training and Setup:
- Importance of training AI SDRs using successful human sales tactics and scripts.
- Companies should document successful outreach strategies before training AI.
- Deployment Strategy:
- Start small: Test AI SDRs on segments of the database rather than deploying them broadly.
- Build a structured approach by using sub-agents for different personas or campaigns to ensure tailored communication.
- Vendor Selection:
- Selecting the right vendor is crucial; they should provide support for implementation and training.
- Avoid relying on self-serve options; human oversight is necessary for effective AI utilization.
Practical Applications and Real-World Results
- Discussed case studies demonstrating AI SDRs' success in booking meetings and responding to prospects.
- Highlighted the significant increase in productivity, with AI SDRs handling a much larger volume of outreach compared to human SDRs.
Insights into Customer Interactions
- Customers often do not mind interacting with AI, as long as the communication is valuable and relevant.
- The need for AI to provide immediate responses to inquiries, removing the delays commonly associated with human sales teams.
Key Takeaways
- Augmentation, not Replacement: AI should not replace human sales roles but augment them by handling routine tasks and allowing sales teams to focus on complex interactions.
- Hyper-Customization: AI enables hyper-personalized outreach at scale, significantly improving engagement rates.
- Continuous Monitoring and Optimization: Regularly assess AI performance and adjust strategies based on data-driven insights to maximize effectiveness.
- Trust the AI: Allow AI agents to sell within defined parameters, as they can effectively manage lower-value transactions that human SDRs often overlook.
Future Considerations
- Looking towards a future where AI tools become standard in sales processes, necessitating organizations to adapt their approaches to training and integrating these technologies.
- The ongoing conversation about balancing human and AI interactions in sales.
Sponsor Mention The episode is sponsored by HappyFox, introducing their suite of AI agents designed for support tasks, enhancing efficiency in customer service operations.
Conclusion The discussion emphasizes the transformative potential of AI within the sales domain, advocating for a strategic approach to implementation that maximizes the benefits of technology while still valuing the human element of sales.
Listeners are encouraged to leverage the insights shared in the episode to refine their own go-to-market strategies with AI.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:01Welcome to the official Sastr podcast where you can hear some of the best Sastr speakers. This is where the cloud meets. Up today on the Sastra podcast. So I know a lot of folks, again, going to the service company, want to turn on an AI SDR and have it magically create revenue. Another way is understand calmly which parts of your funnel, which parts of your go-to-market process is not even happening. Is it even remotely optimized? Where are the leads? Where it's just not like your team says they want to do them, but they don't want to do the small leads. They want to do the low-scored leads, you know?
0:33and that's what that 15 % is. And everyone is like, you're going to say they don't do it. Every salesperson is managing their time. They're going to force rank their leads in their head. They're going to put all their effort into that one big deal that's going to close this quarter, a little bit of effort into the small ones and nothing to the bottom. So if you can put AI into that scenario or the ones that wasn't worth their time, 70 % open rate, even if you grow 15 or 20 % faster in 2026 because of AI, it's a gift from heaven, right?
1:06Hey, Caster, imagine having agents for every support tab. One that triages tickets, another that catches duplicates, one that spots churn risk. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as two cents per successful action. All of it sits inside the HappyFox Omnichannel AI First support stack. Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com slash SASTR.
2:03every year. But here's the reality, folks. The longer you wait, the higher ticket prices get. They're cheap now. They're cheap, so just get them. Early lock in your spot today. Use my code Jason100 for exclusive savings. Get your tickets at podcast.sasteranual.com or just use code Jason100 when you check out. See you there. Saster Annual and AI Summit 2026. It will rock.
2:29All right. Good morning, everybody. Thanks for coming back disaster AI London 2025 where we really appreciate it. So we have a full day. So we're just going to keep going and know some folks are going to stream in. So folks are going to have coffee. This first session, we will go deep on our agents, our 20 agent, in particular, the core ones we use for outbound, inbound, leftbound, rightbound, and sales. Amelia's going to drive this. We will do this for about 45 minutes with it. One thing I want to give folks context on we have, if you guys have followed us, maybe they've even seen a version of this content.
3:06We're updating it all with all the latest data, all the emails we've sent, all the performance, everything that our AI SDRs and agents do. So you'll get all the latest data that Amelia has aggregated. The one thing I want to bring up, because we've heard it online and then I've heard it at this event already, is a lot of folks are like, well, that's great. This stuff works for SAS or it doesn't, but it won't work for me. I'm not as big. I don't have your scale. I don't have your data. I don't of your history. Amelia will dig in here. It's not true. All of this will work for you to some degree.
3:34Why? All of you have data. All of you have leads. All of you have a database. Very few people here at this event have zero in revenue. Very few people here have zero customers and zero prospects. Those guys go to Web Summit. Okay, this is Saster AI. You guys have customers and revenue. Agents will work for you, whether you have to train them or tune them differently, Amelia Diggan, maybe so. And maybe you don't have 10 years of data, but you don't need as much data as you think. And you don't need as much trailing data as you think for agents to work. Here's the simple aha moment. And I know a lot of you know this, so it sounds Captain Obvious.
4:11Then I will let Amelia drive this. To simplify a lot of complexity. The mistake that everyone made in AI SDRs and AI sales agents in 2024 and into this year, and even through today, and even conversations we have today, but especially is they would buy a product, do nothing, and expect it to get you millions of revenue. It don't work that way. Amelia will dive into it. It didn't work that way before Cod 4 when none of these products work. It didn't work that way after Q1 this year when they started to get good, and it don't work that way today. The way an AI agent works for sales, for GTM, is you figure out something that works with your team with humans.
4:49You figure out an email, an outreach, a script, a set of objections that you overcome, a set of questions. You nail it yourself, just like it has always been at Sastra since the beginning. Humans figure it out and then you take what worked and you give it to the agent and you train it for a month and then every day after and you take what worked and you do it at scale. That's all these products do. Like, listen, there's a lot of AI. There's a lot of LMs, a lot of sophistication. You're going to learn about it all day. But at the end of the day, if you want to simplify, because all these products are good, take what humans have nailed, document it, and then train an agent with what works.
5:23If you're expecting an agent to sell when you can't sell, that's never worked. You got to go back to the old days of founder-led sales. But instead of giving it to that first human you hired, you give it to the first agent you hired. But basically the same thing. So with that, Amelia, we'll dive into our data. Okay, well, let's do it. Well, I wanted to focus today, just for some of you that have been to like our podcast or watch Shortshop Wednesday, I aggregated a lot of our data. I put in some new data and I'm going to focus a lot on hyper-customizing at scale. If you haven't seen this yet, these are our 20 plus agents we've deployed.
5:59You can go to saster.ai slash agents. A lot of these agents I'm going to talk about today, because this whole guide is up, I'm not going to mention too many of the vendors because I aggregated a lot of the data. I'll talk about some of them, but they're all in depth here. So saster.ai slash agents. A lot of them are third party. Some are ones that we vibe coded. Some of these agents have sub agents, which I'll talk about in a little bit. But these are our 20 plus agents that we have currently right now at Saster. We do also have more agents than humans. So I literally just saw someone we know yesterday.
6:35and was like, oh, Sastra London looks so great. This is my first time here. How many Sastra employees did this? I was like, well, there's two on this stage there. One more full-time employee. We've got a few contractors trusted that we brought here to London and then we have all of our agents. So we have more agents than humans. But on today's topic of hyper-customizing GTM at scale. So this is just in the last six-ish months. So after SaaS in May, so basically post-annual for us, we really started going deep on this AI journey, deploying our agents, and we wanted to see what would work in different use cases.
7:15As we did that, we deployed more agents in more use cases, more sub-agents, and that's how we ended up with this hyper-customized AI emails and messages at scale in the last six months. So just to give you context, our personalized outbound six months ago when we still had people before all the agents, the average SDR we had here as a human would send, you know, on the low end, maybe 75 emails a month per rep. And at the high end, maybe somewhere like 280, 300, right, per rep per month. So if you look at this total over the last six months, almost, you know, 60 ,000, so let's say 10K a month, that's 32x the max output that those human SDRs were doing in a very short amount of time.
8:08I'll talk about the ramp time of these agents, which was a little bit different than humans. but if you think about this that means we were also only doing about three percent hyper personalized emails at scale before this because the other thing i'll show you right now is the consistency between our customization of our agents versus on humans very hit or miss right you have one sdr that's maybe really good they send really good high quality emails you get another sdr they're just not getting it and the email's terrible like you wouldn't buy from them You're embarrassed that they sent this email and you wish you could unsend it.
8:41So this is how you can get hyper-customized at scale. And a majority of these target accounts are receiving, you know, highly customized messages and reply on the first send. So that's something I think that is also a big learning is if you do this right and train the agents the right way, not only is it different from a human AI, like a human SDR, but I think on most human sequences, it takes a few messages. whereas on ours, because it's so custom, usually on the first email or first message, we get a reply. So a lot of change to encapsulate here. This is really good. First of all, the timing here is really interesting.
9:18Maybe we're going to get to it. But if I see this, so these are three... These are our three main outcomes. Artisan, qualified, agent force. Correct. And if I'm looking at it, and that's the sequent, that's the artisan first, then qualified, then agent force, right? Correct. So in the sequence of time, we did artisan first and qualified and agent force, but actually qualified's done more because it's on the website. So it's cheating a little. And then artisans in the middle and then agent forces are newest at the bottom. Got it. Okay. I thought it's a good chart. I thought some of the things you're saying is by the time you get to your third agent, you can also roll it out more quickly.
9:55Maybe I wasn't reading the end of the chart, but. You can. Yeah. the other thing and then amelia keep on the other thing amelia will show you examples of the emails and communications our agents are selling another sort of criticism that i hear from folks i put criticism and air quotes is oh those emails are only pretty good like you talk about hyper customization but this isn't going back to the 1980s when you bought this and you did this like they're good but they're not the bar this is important when folks say oh i can't do this the bar is as good or better than like your average human sdr yep so you will see these emails are customized depending on that we do and we have more data to pull from if you were saster three years ago we know about you they get better but but your jaw's not going to fall on the floor when you see these emails you're going to see they're pretty good they get as good or a higher or equivalent response rate to humans correct but they're not the most that the customization on a scale of 110 i'd say varies from a three to a six yeah and i'll actually show you on it's not in a Well, this isn't an email that someone spent equivalent to spending a month of deep clawed research crafting.
11:02They're just like, here's a, they're just pretty good. But the average human, and then, and a lot of folks on the internet are like, well, I could do better than this if I hired 30 top tier SDRs. Maybe we're going to find 30 top tier Oxford graduated SDRs that want to carefully craft an email each day. And if they're that good, they want to be promoted at AE in like three months. So they're going to cycle out and lead. So the real bar is better than the average human with 24-7 consistency. And that's what you're going to see in these emails. Like pretty good with not a lot of errors. That's good enough to crush it.
11:37Yeah, the 24-7 thing I'll get to. And it's part of why it works. So at scale, you'll see in that chart I just showed. So I'll break it out a little bit. Artisan overall. And we're live streaming, by the way, guys. So if you want the slides and all the data, you can also go on our live stream. but you can also keep taking photos and for artisan that one has it actually went up it's about a six percent overall response right now you know average for normal str is two to four qualified has inbound so that's about the same six percent and the asian force we've said this has a higher open rate i'll tell you why it's our newest asia it's also people we ghosted so it kind of makes sense that they were like you finally followed up with me i'm like sorry My human wouldn't, but my AI agent would.
12:27Also, more importantly, I feel like I see people getting this wrong is not empowering their agents to sell, especially if you have something that is a low ASP. Something like a ticket to SaaS for London is a great example. Between our two agents that I empowered to sell, they sold 15 % of the ticket revenue for this event, which is kind of crazy. because in the past when we've had human SDRs try and sell tickets, I think they sold like literally I could count on one hand. So at that volume and at that scale, I see people getting this wrong a lot, which I'll get into. But why does this work, right?
13:05It's because all of these different platforms have different things that they're using to contextualize to add value back to the prospect. So instead of making it too much about Zaster, we really try and tune up our agents and train them so that all the value is about their company, what they're doing, and why they should be at something like a SaaS. I think that's also important as you're training your agents or thinking about rolling this out, is that it should be about adding value, right? I don't know. I feel like somehow that got lost in all the outbound madness, but that should have always been the case.
13:36And it's definitely the case with AI. AI will also know your product a lot better than most entry-level SVRs. And so whatever you tell it about the product, it will contextualize for them and add value. So AI does this in a way, obviously 60 ,000 messages we couldn't do ourselves beforehand. So it's really crazy to see which we'll dive into. And maybe one thing to add on that data, I wrote a Sastra post on this recently, but the agent for 70 % open rate, which on its surface is jaw-droppingly high, right? Let me dig into that for just one second. and the 15 % of revenue from London. This is a theme I call having agents do the work humans don't want to do or unwilling to do, okay?
14:18So the 15 % of ticket revenue folks coming here, we, for six years on and off, we tried to get our human SDRs to help us reach out to return attendees to get them to come to Sastradion London. They just wouldn't do it. It wasn't worth their time. They wanted to hunt a six-figure sponsorships. We'd ask them, we'd give them incentives, we'd give them Starbucks cards, We'd beg them. They wouldn't do it. And they said they do it. And then finally, we would use tools like Momentum and Intentive. And we see they didn't actually do it. And they lied. Okay. So that 15%, here's the point. It's a lift, a lift without the agent we wouldn't have gotten.
14:55Yes. So I know a lot of folks, again, going to the service government, want to turn on an AI SDR and have it magically create revenue. Another way is understand calmly which parts of your funnel, which parts of your go-to-market process is not even happening. Is it even remotely optimized? Where are the leads? Where it's just not like your team says they want to do them, but they don't want to do the small leads. They want to do the low scored leads, you know, and that's what that 15 % is. The agent force one, if you didn't read this or catch it, this is amazing and a tragedy at the same time.
15:29These are folks who reached out to us and said they wanted to sponsor Saster for five or six figure tickets. And we did not respond to them. As our human team. Not because we didn't like ground robbing it. Not because we're not going to find. It's just because our SDR is just... It wasn't worth their time. They mentally lead. And everyone is like, you're going to say they don't do it. Every salesperson is managing their time. They're going to force rank their leads in their head. They're going to put all their effort into that one big deal that's going to close this quarter. A little bit of effort into the small ones and nothing to the bottom.
16:04them. I mean, literally while we're here in London, about five days ago, I wrote this on Twitter yesterday. I reached out to a vendor for a$10 ,000 product. They said, I want to buy it while we're here. I don't have a lot of time. We're here at Sastra London. I have two questions. I didn't hear back till yesterday afternoon. I was handed to another rep because it wasn't worth the first rep's time for$10 ,000. And that rep said, let's get on the phone and talk about your questions. Five day response, get on. I mean, you lost the deal, right? So if you can put AI into that scenario or the ones that wasn't worth their time, 70 % open rate, even if you grow 15 or 20 % faster in 2026, because of AI, it's a gift from heaven, right?
16:45And that's what a lot of this is. Figure out, you know, it's not, it's not all magic, but it is magical. If you can get a lift out of the folks that just aren't being touched in your funnel and keep going, I want to take all your time, but don't assume if you're not deep on your funnel, don't assume every lead is being touched optimally. Don't assume every lead. I have an old saster post that every lead should be treated like a queen or king. Every lead is precious. I reached out that$10 ,000, a lot of money to me. Okay. Maybe it's not a lot of money to people. That would be Amelia and I basically spending it out of her own pocket.
17:18That's not nothing. Okay. Even in London, like 10 ,000, you can get buy something nice for 10. That's like a lot of what's the steak place? Flat iron. Got a lot of flat irons for$10 ,000. Okay. It wasn't even worth their time to get back to us. it's always worth the AI's time to get back to them. It's always worth it. And then your leads deserve it. So keep going. But that's why there's some of this magical rage is because humans wouldn't do the work. Yeah, but your AI isn't picky. So just on that, on that point, why is this so great, right? Like why were human SCRs when we had them only 3 % doing of what we did now?
17:53Part of that is what you're talking about, right? There's downtime, there's holidays. Okay, you know, you have planned time offshore, But then somehow when it comes to SDRs, there's always a lot of unplanned downtime for all the humans. And so I think that's something where since the AI works 24-7, I was actually just talking to Philippe who's presenting later. We were saying once you get a few agents, actually your problem becomes not having agents. Your problem is keeping up with your agents. So we'll talk about that a little bit later when you guys come back for his new session. But because it works 24-7, this is now our biggest issue is actually keeping up with our agents.
18:32Like, I get constant slacks, notifications. Your AI is doing this. Your AI is doing that. And we try and watch it all, right? Like, we want to make sure AI is saying the right things, treating people properly. So many people yesterday were coming in disaster saying, like, oh, hey, Amelia, thanks for your help. I was like, did I help you? Oh, Amelia AI helped me or Jason AI helped me. I'm like, fantastic. this is real Amelia and I'm glad my AI agent could be there when I was either sleeping or walking my dog so that's it's it is it's you'll enter a new world quickly where you have to learn to actually keep up with your agents once you get the hang of them but it is also part of why it works so well I put an example here I think which one's this from it doesn't even matter but you'll see here this is an example of like a highly customized email again it's tying back value to the person versus it being too much about saster i think in this case it's using some website authorization of what they were looking at and tied it back to them and what they were posting about and then this one had a meetings link as well so there's a few things i want to get into i want to get into this one because a few folks have asked us on our previous webinars to create like a mind map which i didn't have previously so i made one for this a lot of people ask me like how did you think about like the rollout right of ai sdrs i'm like well we had sasr annual we had a few human sdrs and after sasr annual they quit and so instead of replacing them with another human i replaced them with ai so this is how i started to do that I split up basically the lowest hanging fruit right so I took into our because it had just been saster annual so you can take something equivalent for your company maybe you've just done a new product release the new year is coming up you can do something that adds value and say okay I've got all these contacts so let's say I want to follow up with them in my agent I'm going to train my agent on these specific contacts so it should be a subset you should never just unleash AI agent on your entire database.
20:42Like, do not do that. It will not be customized. It's not going to work like this. Like, you do need to train either sub-agents, depending on what platform you use, or do like sub-campaigns, however they call it. But basically, you want to make sure that each like thing you're deploying in your AISDR is specifically trained in tune for that persona that you're going to go after. So you're going to make little sub-personas, right, of your target buyers is it a cro has the cro done something with us is it a cmo is it have they been on our website have they churned or do i feel like their usage is down and they're about to churn like you can also use this for cs use cases and marketing like all of this starts to converge but basically all of these things are things you can put into different sub-agents training it make it personalized to those leads i usually keep it in batches of like 800 to a thousand i don't try and do more than that.
21:34I try and get that hyper-customized on who I'm targeting with each of our sub-agents. And then I'll pick which, in our case, we have more than one outbound AISDR. And so I'll pick which agent I think is the best one for that. I'll pop it into that agent, train it, fire it up, and then give it the sequence that I want of, okay, I want you to, maybe I want this one to book a meeting. I want this one to sell a ticket. I want this one to follow up with a lead we never followed up with. I want this one to book a meeting. And so I'll Also give it different goals for each of those personas. So that's how I kind of start to map it out.
22:06Important to know, though, I did not start with all of these, right? I actually have more than this. But it's important to stair-step it, right? So start with one. Like a really good one is people you might have ghosted or didn't know that you had ghosted. Another one is if you're getting really good inbound, but you're not able to completely follow up. Or if you can't follow up after the first meeting, that's a good use case. Like don't start with something mission critical. Like you're going to be disappointed if you can't get it to work really quickly. A lot of these have ramp time, which I think is on the next slide.
22:38So don't start with something that's too mission critical because then you might set yourself up for failure. I mean, who would, who do you think can implement something like this? That's a good question. I have that later. All right. Keep going. Yeah. All right. These are a few more examples. the other thing i'll say too and the reason why i put these examples hopefully you guys can see so the first one this one's an example from artisan i think this person came here but literally the top is to jason's point is like it's an okay like is it the greatest email on planet it's pretty good would i have written this maybe i'll give myself a 50 50 this one's inviting them to come to sass reannual and literally this says on the bottom hey i'm a fan I'm going to see if I can come attend.
23:25Did your AISDR write this? Because it got my attention versus trash, which just real Amelia answered. So I was like, it's a mystery for you. On the next sample, let me try and go ahead. Okay. Then there's another example where like, just because it's an AISDR and you're going to have all these hyper-personalized emails, don't expect that every response will be positive. Like most of the time I get like a response, like the last one, sometimes I get a response that's like this. That's like very nice, but I'm not going to be there. And I'm like, cool, I'm going to follow up with this guy later. Like not everything is going to be an instant yes.
24:03Like I think that's another fallacy of like the AISDRs is like if you're trying to get into book meetings, sell something, it may not do that on the first action. Almost like that was true before the AISDR with regular SDRs. So all those things you know to be true are still true even with the AI. Okay, I want to talk about this one. No, just on those examples. One, you know, a lot of folks ask us, do they know it's an AI? Do they mind that it's an AI? I think even just in these two examples, you'll see a spectrum here. You'll see, is it an AI was the question. So I guess we're not always clear whether it is or isn't.
24:44I think the biggest, but a big takeaway is as long as the communication is reasonably good, adds some value, right? And even just a discount is value, okay? And a little bit of connection. What you can see from the three emails you've already seen is people don't mind. They don't mind. They don't mind. And what they want is help. And I really think, especially in 2026, we're all going to work in these heterogeneous worlds where we mix AIs and humans. And imagining that I somehow mind talking to a great AI is backwards. A great AI is often going to add more value than a mediocre human. So like, don't, I think my meta learning, it's a learning.
25:22Don't worry about that. Don't worry about people talking to an AI. Worry about if it's good and adds value and people are happy. They don't mind. In fact, they don't mind talking back to the AI. Forget about chat, even by email. They're happy to do it, right? You might be happy to do it too. It might be a relief to talk to an AI rather than the human that took five days to get back to me this week. Like it's not a negative. I don't think it's a negative. To that point, we did hyperchange our inbound flow because of AI as well. So that was mostly Apple. For inbound, we used a tool called Qualified on our website.
25:55Our old flow six months ago used to be you have to fill out a form on our website. I know a lot of people still have that flow today. Then we would get alerted via email. And then I would manually route it to whoever I thought was the best AE based on like the company size. We don't really do territory. company size category of company like okay do they wrap any competitors things like that so we would route it and then the AE depending on who it was would take about two or 24 hours to get back to them and it'd always be like you know oh hey it's so and so from Saster so you're interested let's book a meeting like the simplest maybe worst email response to no offense to our team to those inbound leads and now this is a screenshot of Amelia AI.
26:39If you want to try it, it's on sastralennon.com. You can talk to she slash me and you can instantly talk to Amelia. You can book a meeting with her. So she instantly books meetings for our team. Honestly, a lot of the time she books meetings while I'm asleep. So I'll wake up and I'll be like, okay, and the meetings booked are, I'll just go through all the meetings that have been booked overnight. Instantly, I didn't have to worry about waking up in the morning, routing any leads I might've missed or whoever's in charge of your routing might've missed. and then follow up with them and then hope that the AE then also follows up with them to book the meeting.
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27:14So now what I do instead, it's already pre-booked. I wake up in the morning, I talk to Dave and our sales team, I'm like, hey, these people booked, here's the context of the conversation, here's what we already know about them, now you can have a better meeting with this person. You can literally skip like steps one through five and just go to meeting, like just pass go. Yeah, if you, and there's a lot of vendors that can do this pretty well today. If this is already well understood you and you've already implemented this great. Okay. But if in 2026, you're still having humans qualify a lot of your prospects and wait, there's no need with AI.
27:48And Millie will talk about training. You are going to have to pick a vendor and you're going to have to train it for 30 days with your data, but there's no reason a prospect shouldn't be able to interact fluidly with an AI, not even know they're being qualified. Okay. Not in this yucky, objectionable dated way and whether you're worth someone that just graduated from college's time, which has always been kind of gross and uncomfortable if you've been through it on the other side. The agent should do it elegantly. Great to hear from you. Glad you're interested. Tell me about your team. Tell me about what your goals are.
28:19Talk in English through video, audio, typing. Great. You know who would be perfect for you? Let me set something up with David. He's free tomorrow at 11. Does it work for you right now at night when you're ready? If you don't have that on your website, implement it this like maybe before the end of the year this is low hanging fruit the products with ai after after the fours after claude four and open and and chachi before they've all gotten really good they can all do this calendly on steroids and instantly qualified it all works today there's no excuse to not do this and there's no excuse to have yucky qualification like there may be maybe if you have a seven figure product and there's a lot of but even there the ai can qualify a seven-figure product what department are you in what are you trying to get going who's on the buying committee there's just no excuse to have yucky qualification just eliminate it and i really think most sdrs will die next year but the meat and i know we we throw around these terms differently the bdr that sort of smarmily qualifies you that that's gonna die like we just there's no need for that with these tools so this is low-hanging fruit to implement and you will if if a prospect can have a wonderful time get their questions answered for real what without a used car salesman and book a meeting in real time, you're going to close more.
29:33Whether it's 1 % more or 20 % more, it's much better. Yeah, the other thing I'll say real quick on that point too is that these folks actually like that they got to book instantly. Like to your point of like beforehand, right? We had to round robin and do all this other thing and route it and then finally book the meeting, connect the Zoom, sometimes the Zoom doesn't work. Like it's so instant. It's not like we're getting messages like, okay, AI, like you didn't really answer my questions And so I had to book a meeting. They're like, it's literally like qualifying them. That's why it's in the name of this one.
30:05But it's literally qualifying them while they're on the site. So to your point, it does all that for you. Obviously, you have to train it and are qualified. Maybe it's on this. That was 130 meetings booked that you had, right? A hundred. Yes. 130 meetings booked. And we've had qualified since August. And going up, right? Yeah. And going up. So August was our first month. So you can see we rolled out at the end of the month. before dream force and then september october november there was a lot of him out in november honestly i was like i don't think between david and myself is our a i was like i don't think we would have booked we definitely wouldn't have booked this money without the ai because we would have missed them and they were high quality we were like okay we can see what they said to amelia ai we can have a better meeting and like now we have a lot of pipe in december jan because of it.
30:54So it's one other thing on that chart. A lot of folks ask us and it's all over social media. This is the age of voice. Is voice better? Is chat better? Is video agents better? People can pick. Yeah, they can pick. Don't try to answer this question. You're going to find everyone is different and different types of prospects are different. I like to chat. you know i like to clack other folks really like to talk i i can tell you on our on our first agent delphi we've done like 150 000 chats the ratio is about 80 20 80 maybe it's 85 15 85 people like to chat 15 like voice but there may be different buyers you may have more traditional buyers that want to pick up the phone chat obviously is the easiest to implement voice is so easy it takes this was hard it's the most work okay video is a lot of work and we've just launched it we actually don't know how well it will perform yet i don't think right but some people are really metric yeah some people like it they like that it's part of why we made a video was because so many people used our inbound agent and it does a little bit of outbound that i wanted to start to ramp to literally ramp our ai like a human to be able to start to sell more so that's why we added the video because i was like okay i needed to add a layer of trust where i feel like on a chat i wouldn't i wouldn't buy something on a chat necessarily it might add a layer of trust for some people yeah it might add a layer of trust of like this is literally me i went to qualified for a whole day and filmed this i think the video is dropping later today so you can see how i did this it was a whole day yeah i had to like look at the camera like blink slowly and like say weird to work but it was like it was fun for me but like this is why i like this obviously too but i was okay like it's a million ai some people know me from saster like the pod and like it just builds trust where i was like okay if i want her to try to qualify people even more for our meetings i feel like the video will add an extra layer where they're like oh i know amelia she spends a lot of time with her ai i might trust that to like get me maybe even further down the funnel but you don't If you're deploying, you haven't done it or you're in the midst of it, you don't have to overanalyze this like on social media.
33:08Okay. Just do it. Just do it. The whole theme of this is pick an agent. At some level, it doesn't matter which one as long as it's a well-trusted vendor for use case and train it. And then don't overanalyze his voice better, video or chatter. Is this creepy or good or weird? Just do it. And you're probably going to find chats the easiest to do first because it just works out of the box. voice really i mean literally for the openers for this event and neely did it on 11 labs in about five minutes in the green room yesterday voice is not a lot of work to train on your voice it's a little bit of work and video is two orders of magnitude more work so just sequence them in yep don't overanalyze a lot of this stuff just a leader train and go and then sequence they all they all work yes i will say though it does take a lot of time i would not lever agents to their own devices.
33:57So I'm going to get into our top learnings here because this ties into a lot of what we have here. So just this last week, I was talking to a go-to-market company in the SaaS community. We all know it if I said it, but they're at a billion in revenue, not in valuation revenue. And I was talking to their head of go-to-market, who's now also their head of AI and their head of sales. And they were like, oh, you know, we're looking at all these different AI SDRs. We want to roll it out. We want to pair it with each human SDR on the sales team. I said, Godspeed. I don't think that will work. I don't think you should just unleash an AI you do not know how to use.
34:40They were literally calling me to ask me how we do all this. I was like, okay, so let me get this straight. You don't know how to use it. No, you know, we're learning. We're like figuring this out. I was like, valid. But also if you don't know how to use it, why do you expect that your brand new BDRs and SDRs that you literally just hired in the last zero to three months will know how to use the AI version? In all fairness, it sounds silly to us, okay? But if we think pre-AI, in the old days, you might buy outreach or sales loft and you should put processes in place and you should build templates for your team.
35:19But a lot of smaller orgs would just hand it to their SDR teams. pick the tool. In fact, a lot of them would even give them budget. Pick the tool you like. Pick the Mix Max or Outreach and Sales Loft, whichever one you like. Write your own kind of crummy cadences and set them loose. It doesn't work in AI. It doesn't work. And so their idea, this was a very strong, well-respected billion-dollar AI B2B company. They wanted to do the same here. They want to just hand the tool to their brand new SDRs, let them train it and figure it out, do all that segmentation and sequencing and milliat and figured it would just magically work.
35:50it's if you compare it to like the old days it's not necessarily actually it's not absolutely at all and i actually i taught like when i walked them through why they shouldn't do that they were like oh you're totally right like they're like okay we like now we're almost a little embarrassed we thought we wouldn't just unleash it on all of our like bdrs and sdrs that were humans because now it makes sense so like we need to feed it like we need to figure out pick who's gonna feed it contacts is it sales marketing cs okay which contacts okay once it gets a response Who does that go to? And they were like, oh, we haven't thought about these things yet.
36:24I was like, okay, okay, think about those things first. Maybe do like a little map of how you're going to use the contacts and then roll it out. Like roll it out with contacts right now that no one's touching. I'm like, whatever AI agent SDR thing you're looking at and just buy one. Like you're looking at three, just pick one, just pick the best one you think. And like roll out one where you're like, okay, they were like, no, no, no. we literally have this set of everyone has this set of leads no one is touching i was like all right do that first and then when that works and you've got it figured out and you've got it tuned in like you know six weeks then you can start to roll it out to like the leads and then you know stair step it go from there also why this worked is we have a single source of truth and that's what i told this company as well i go you need to have one single source of truth of which agents get which contacts?
37:17What follow-up are they getting? What CTA are they getting? What do we do with them when they close? You know, the AI doesn't really ask for a lot of commission, so you got to figure that part out. Who handles the renewals if the AI closes the entire thing by itself, right? These are all things you should think about as you're deploying it. So that's part of why ours worked so well. I don't really like to say orchestrating, but it is true. We do orchestrate all of our agents through the two people on this stage here and decide which contacts go to which people on the amount of time it takes to get these set up so each of these took about two weeks except for the video thing i just showed you and that's on purpose like if you get frustrated in a cycle because you're like oh all these ai companies are like you need two weeks you need a month you need six weeks i'm like it takes time like literally people give out like oh can i set it up in a day and it'll just work i'm too busy I'm like, you've got to make the time.
38:12Otherwise, it's not going to work. Otherwise, it's not going to work. Each of them require maybe different things for you to do while you're warming up and tuning the different AIs. But again, a lot of this is also on you to see, okay, like in the early days, like we read every single message, every little thing that our AI was saying, we would read. Now I spot check and I have like flags in play. Like basically it'll like throw a flag on the field if it needs to be. And a lot of the times, again, if it books a meeting, it's automatic. I don't need to read it. So you can start to build trust with your agents the more you get into it.
38:50I mentioned this a little bit earlier, but I think for self-serve models or things that have a lower ASP, I think it's a big oversight that I see a lot of companies, they roll out things like a qualified even or like an artisan, and they don't let it sell. They're like, oh, you know, I'm going to book a meeting for every$500 thing because I don't trust the AI. I'm like, have you tried to trust the AI? If you try to give your agent something where it can sell within like certain bounds, like ours has, I was like, it works pretty good. Like if you give it certain guardrails and you let it sell, it's actually a pretty good seller.
39:24There's two things to get something. The second point.
39:31Who do you need to, I know you're going to get to the next one, so let me summarize it quickly. And this last point on lower ASPs. Who do you need to have success? I know you're going to get to it. I think you need two people to make this success. One, you need someone, generally speaking, at the vendor to help you deploy it. A forward deployed engineer, solution architect. They go by different names. Everyone on social media, for startups, is talking about forward deployed engineers. And that term can mean a lot of things. It probably doesn't mean for you what it meant at Palantir where they invented it, but it means someone that can work with you in your training and get it into production.
40:08Yep. That's why a lot of these tools, that's why self-serve doesn't work that well. And that's why a lot of, one reason some of these tools are relatively more expensive. Yes. Is because you need a human helping you onboard your product. Okay. You need one. And Amelia will touch on that. If you can't get that help, don't buy the vendor. Don't buy it. Don't buy the vendor. No matter how slick the salesperson is, AI or human, if you're not going to get the help to train and deploy. I'd rather have a worse vendor that will give me the help day and night. And then I trust. Okay. And then the second point is, okay, then, and then on your side, this is, well, we're out of time to talk about it today.
40:48We'll talk about it more. Yes. One way or another, you need a GTM engineer in-house. Yeah. Now, are there a million of these folks running around that you can hire on Craigslist? No. Okay. And does that mean different things? I mean, we'll have Clay here later with Amelia. for them, GTM engineering is kind of an onboarding sales role. That's different. In-house, you need a nerd. You need an AI nerd. Okay. They could come out of marketing because, you know, obviously a lot of this is an overlap between marketing sales. So if you have a technical marketer, if you have someone with a little bit of B2C background or a HubSpot nerd or someone like that, they can probably do this.
41:24Anyone that's built complex campaigns can do this. Anyone in the market that's senior now that they just built a lot of campaigns. This is basically a lot of campaigns with AI. Okay. Can someone on RevOps do this? If they're techy, can your average RevOps person do this? No. Can almost anyone on your sales team that is not in RevOps do this? No. Okay. So slow it down. Try to find the one like GTM nerd on your team, promote them and have them own this. But it needs to be that nerdy person that can implement software. It's not new, but you need the vendor to help you and one person in-house. And the last one on self-serve, look, a lot of the vendors that are out here and will be at annual and they're rolling out more self-serve products, but it's early because of training.
42:11It's early. And I just did, I did with G2 maybe three or four weeks ago, it's on G2's website. I did a deep dive with the CEO of Zendesk and Zendesk has obviously a lot of AI and they do have a low-end self-serve version. And this is, and he said, with our top customers at Zendesk, we can automate 60 to 80 % of support and related interactions. Okay. Makes sense. They train them for months, sometimes for months at Zendesk for their big customers. For our self-survey AI, it's 20%. Now 20 % is still meaningful, right? But 20 % probably isn't enough for an outbound sales tool. You need to go further.
42:48So this is, just bear in mind, this is going to come. but training iterating on autopilot with no human it's not there yet it's not it's not quite there as we record right so don't expect don't expect that folks are gonna they're getting there i think in 12 months it will be exciting but we're not we're you need humans on both sides yes to make the ai work you need two humans you need two humans my point on that too actually ties into learning number two actually is do it to humans you think will stay at your company because literally i was talking dojo i was talking to a cmo maybe six weeks ago but there were 50 million arr they're like he's like oh i'm gonna bake off with like 10 different aisdrs i was like first mistake don't do 10 make-offs too many like if you're gonna bake off a few aisdrs maybe pick playing three mostly i was like that's mistake number one i was like this guy's already doomed but guess what i went to go look this guy up he's already gone
43:56if you're was it if it was true before ai it's probably still true now so turnover in gtm was high for ai it's still high now it actually might be higher if you believe all the linkedin hype So don't stake, if you're a founder here, don't stake your entire like AI go-to-market strategy on one person, like your CMO or CRO, if you even snit or hint that they might leave January 1, which is not far away. Like you're going to spend the next four weeks arguing and they're just going to leave on January 1. so just make sure if you're going to stake your ai or if you're going to build clone or frown you know ai agents that you deploy around clothes of your team that you're damn sure they're going to stick around and they have a real stake in the company and a real reason to do so because otherwise you're going to be left retraining all these agents over again when that person leaves and then to my last point because yeah we gotta we gotta go my last point to yours on picking a vendor.
44:57Don't enter too many bank accounts, as I just said. When it comes to our budget, we've already touched on this, but yeah, some of these tools are like, you know, 40 to 100K a year-ish, but we replaced HeadCamp. But some of the marketing side, which we didn't get time to today, but we have a YouTube session about like our whole marketing go-to-market stack. Some of those are$20. So like, don't fall into the trap with the vendors who don't help you. So this is me at Salesforce Tower before I got on the plane here. they have this giant Christmas tree. That's me. This should be everyone's sales team now.
45:30So it's me, my FD, which I didn't have, you know, a couple of weeks ago. So I now have a forward deploy to enter into here, my account manager and my sales rep. And I'm like, that is the nucleus now. That is the new nucleus of everyone who's on our primary account team should be these three people, right? He has somebody to escalate to as a CSM. He's got your normal sales rep and you have your FD. And like, I know, like, I literally text with all these people now. like I've gotten to know them I trust them I trust them with our data I mean in this case it's Salesforce so they've always had our data and they use it in agent force but if folks say they don't want to help you or they can't help you I wouldn't be too eager to give all your data to them for the AI agents like just pick folks who trust talk to them talk to the humans ask them for customer references like I do references for all of these folks all the time like all day long I do like either short references long references like i talk to these people all the time to do references for some of these products that we've mentioned so like ask them for one i think too often now again in the age of ai people skip this step which is maybe now more important than ever like just ask for a really good solid customer reference a logo that you might know see if they give you one they don't give you one go on the next vendor pick somebody you trust and then on that says we didn't get to all the questions yeah yeah oh yeah we i think we're out we'll we're gonna take a break here and flip the room yes though we will do more on this at 10 and at 10 so yeah so literally we're just gonna do a little movie with questions two things we're gonna do a follow-up session on zoom in like two weeks so bring our questions and come live and we'll also vibe code a little thing when we get back where you can type your questions into We'll answer them either in text.
47:13We'll answer all the questions. There's a lot of people in this room, but we will answer every single person's question on all of this when we're back and we'll do a follow-up or maybe even two live for folks in this room. Yes, hopefully this is helpful. Thanks, everybody. Thanks, guys.
47:31Hey, Sasser, imagine having agents for every support tap. One that triages tickets, another that catches duplicates, one that spots churn risk. That'd be pretty amazing, right? happy fox just made it real with autopilot these pre-built ai agents deploy in about 60 seconds and run for as low as two cents per successful action all of it sits inside the happy fox omni channel ai first support stack chatbot copilot and autopilot working as one check them out at happyfox.com slash saster
From the publisher
SaaStr 832: How to Use AI to Hyper-Customize Go-To-Market at Scale with SaaStr's CEO and Chief AI Officer
In this episode from SaaStr AI London 2025, SaaStr CEO and Founder Jason Lemkin and SaaStr's Chief AI Officer, Amelia Lerutte discuss the implementation and optimization of AI SDRs within various business contexts. They focus on key AI agents used for sales processes, data aggregation, and the customization of outbound and inbound messages. Real-world results, like increased email response rates, are highlighted along with practical steps for setting up and training AI SDRs. They also offer advice on selecting the right vendors, the importance of human oversight, and leveraging AI to improve qualification and customer interactions. Key takeaways include how AI can handle more interactions consistently and efficiently and the role of AI in augmenting human sales capabilities.
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This episode is Sponsored in part by HappyFox:
Imagine having AI agents for every support task — one that triages tickets, another that catches duplicates, one that spots churn risks. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as 2 cents per successful action. All of it sits inside the HappyFox omnichannel, AI-first support stack — Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com/saastr
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