Which sales and marketing tasks should you hand to AI agents first?
Start with work that happens often, follows the same steps each time, and takes a person under a minute to check: lead qualification and routing, meeting prep, call notes, CRM cleanup and follow-up drafts. Keep live conversations, pricing and contract decisions with people. Pick two or three agents, measure them for a month, then add more.
Updated
A test for each task
- It happens every day or every week.
- It follows the same steps most of the time.
- A person can check the result in under a minute.
- A mistake is cheap to catch and fix.
Good first agents
- Lead qualifier and lead router: every new lead graded and with an owner within minutes.
- Meeting prep: a one-page brief before every external call.
- Call notes: the summary and next steps in the CRM after every call.
- CRM janitor: duplicates merged and fields filled every night.
- Next-step nudger: a drafted follow-up for every deal that has gone quiet.
Work to keep with people
- Live conversations, demos and negotiations.
- Pricing, discounts and contract terms.
- Anything legal, or anything that commits the company.
- Choosing strategy: which markets, which accounts, which message.
How to roll out
Pick two or three agents from the list above, agree how you'll measure each one, and run them for a month with people approving anything customer-facing. Keep the ones that save time and get their output used, fix the rest, then add the next few.
Related questions
How many agents should we start with?
Two or three. Enough to see results across a few jobs, few enough to check every one with care.
How do we measure whether an agent works?
Pick one number per agent before it goes live, such as minutes from lead to owner, or the share of calls with notes in the CRM, and compare before and after.
What if our CRM data is messy?
Start with the CRM janitor. Every other agent works better on clean data.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.