Kejal S.

I am working w startups to help them move from 0 to 1, so for me and my customers, account research + contact research + messaging (less so) matters most

Very precise problem statement Justin C.. 1000 dials to 1 closed is not bad. However, what is concerning me is 40 appointments to 1 closed. I'd start looking there. Of course, have no idea of the product, demo, the sales team setup, buyer, industry etc. But, would def start looking into what happened in those 40 appointments - how many were no-shows. Of the ones that showed up, can u review the calls and make changes? Only after that step, would I say you look deeper into 270 pickups to 40 appointments booked

i'm sure hubspot has some meaningful resources around this topic. its a known use case. you may also want to chatgpt this. I agree that you should *not* spend too much time - automate once and put it on auto-pilot + monitoring

Def an interesting topic. Wouldn't this already be part of CRMs today?

Broadly - the challenge can be

tools like cluely are helping with 1 and 2. Atlas might be good to look into for 3. good luck!

Great addition Samuel O. - thank you!

My take is companies need to start with what I call HAI (Human + AI) and then slowly turn down the knob down on Human and slowly turn up the knob on AI. second - For each company the areas of AI impact will differ and each has to decide their own path.

just some of the areas i can think of

Once (or more) I went down the rabbit hole(s) of evaluating several. it depends upon whether you want teaming features or not. Notes - i was heavy OneNote user, but recently switched to Notion Task mgmt - Settled on TickTick But these are good for individuals. For teams, esp for marketing i've used jira and the atlassian suite

Samuel O. - one more Q. How does this integrate w CRM - hubspot/sfdc/apptio etc?

Thanks Alan H.. This is one of those facepalm moments when after asking the question you realize you could have just asked chatgpt that question and self-served