David L.

This hits home. Another gap I see often is the incentive mismatch. If the AE doesn’t get retirement credit or a smoother path to quota by involving a partner, they just won't do it, no matter how good the use case is. Aligning the internal compensation or enablement to that 'one specific use case' you mentioned is usually the tipping point.

I've seen success in sales with lightweight AI trust profiles, and I really believe that it is useful for some early stages. But moving to SOC 2 is something that can remove those ceilings of scaling

Wyatt S. Dm me

Using Make.com and other similar tools like n8n or Zapier can really solve all of the "boring" stuff in companies, especially in agencies. Is there something else that you've automated, or you did just the reporting workflow?

Hey Sereyvattanac N. this solution that you've got can be really helpful, but since you're using AI to generate those templates for you, why don't you automate everything with AI so you just need to insert the lead list and let the system work for you and provide the desired results? Also I can show you how can the system work without you inserting any leads. But let's not forgot that the most important thing is personalizing these emails even if they're follow-ups. I want you to walk me trough your solution so we can see what can we do to make it even better. P.S we can set it up that way so it personalizes all of the emails in one click

Hey Steve you can use n8n, make, zapier and many more tools to trigger this kind of events. I can show you how to do it. Shoot me a DM

Using Make.com or n8n is one of the fastest and most efficient ways to stay on top of your leads. All you need is the right knowledge, or someone who can set up those workflows for you.

Do they run ads or they have another strategy?

Judy O. For me, getting clients from network has worked the best, as well as the cold outreach. They say "If someone puts you in a place where you don't know anyone and you can't sell your product/service to strangers, you are not for business". Honestly, I agree with this but to a certain level. From my experience, the clients that come from network are the easiest to close because they are not fully cold. But, you need to build some kind of authority first, because the person that refers you has a reputation to the potential client. On the other side, the cold outreach has also worked well but, you need to over personalize the messages/emails. You need to sound like you already know them and follow them on the Internet. Boiled down: Networking (if you have authority, you can build it by creating some kind of content positioning as an expert), cold outreach (PERSONALIZED) are the best possible ways to get new clients.