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AI Engagement: How much to automate

Oct 18, 2024

Retention Strategies

14 min

In today’s fast-paced business landscape, effective lead management is crucial for success. AI insights can significantly streamline this process, enabling organizations to automate the identification, scoring, and nurturing of leads.

Boring Stuff Automation

From my experience, I've learned to automate boring/admin work first.

Examples for engagement automation

- Email touch after website visit/form filled

- LinkedIn response to spam messages

- CRM automation - especially lifting all admin/paperwork curse from Sales Team's back


Manual Process Automation

Then it comes to proven manual processes - they get automated next.

BUT, those require SEAL-like AI training, to really provide a natural narrative.

Examples

- Emails based on sentiment responses (only for initial message)

- LinkedIn connect request (based on your preferences)

- LinkedIn post likes and comments (avoiding usually)

- Nurturing and recovery campaigns (first touches in the long-run)


Finally, my team draws the AI engagement line very fast in the cycle and primarily focuses on humans-for-humans approach, creating deep business relationships and providing value every step of the way.

Our go-to-strategy is direct, instant value, even before a client has signed or shared deep interest. Followed by referrals and affiliate program (Wingman Program).


Simplicity & Originality in the Sea of AI - it's easier to achieve now than ever.