I'm curious, what’s working, and what still feels too risky to let AI to handle?
I think for example the onboarding calls where you understand client's mission, goals, unique needs are 100% need to be handled by human. As it's necessary to build trust from the start
Are there specific parts of your process that you’re thinking about automating?
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.
handling inbound thru AI (i think this is the easiest)
outbound - lots of tools are helping automate this
messaging
account & contact research - low hanging fruit
lead scoring
lead gen thru existing customer base
external signals
evaluation + negotiation <-most difficult for AI today
legal - high impact of AI
customer support - highest impact of AI IMO
just some of the areas i can think of
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
