Title
The overall goal of using the phased rollout approach below: Scaleable & Saleable Agency AI.
To achieve a faster GTM process, reduce costs, minimize mistakes, generate key insights before deploying more widely, and create a “fewer, bigger, better” strategy.
Background:
When it comes to “optimizing” sales and marketing in today’s world of ubiquitous AI, there are too many tools, too many variables when it comes to pricing, and not enough evidence that a tool or app actually will deliver the results you are looking for.
At Wrench.ai we know our products work because we have the receipts.
Whether you’re trying to identify top leads, create more effective advertising campaigns, launch a new product, or create an employer or investor matchmaker, we can ingest your data (from almost any source) and show you what in your process is effective and what is not. This is the only proven way to understand what you need to improve, and how. And it is the only way to confidently make measured, data-driven decisions. By the way, when you create a Wrench account and upload your data, congratulations — you’re essentially creating your own AI model.
Below is the chronology of steps/actions to take to truly make the most of the actionable insights Wrench can deliver (don’t worry, we can help you with every step).
1. Discovery, and Insight Configuration For Messaging
Develop a hypothesis for the AI insights you want included in your messaging recommendations. Brainstorm a list, upload it and group themes together by type:
Optional: Strategic Partners Support Resources
Optional: Get help from a Wrench partner; Wrench partners have their own style, approach, and channel expertise and can make your insights come to life.
Connect Pilot Data Sources, Configure Custom Fields, and Report their Efficacy
Upload CRM won/lost opportunities
Upload sample data sets from known list sources.
Use data quality reports for guidance on which perform the best.
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3. AI Validation: Conversion Predictions and Feature Importance
Choose a conversion or deal stage to predict, ensuring it has substantial data, such as 500 conversions or more, for accuracy.
Review the report that ranks which data source elements matter most in determining customers.
Revisit your brief to shut off or update any that make sense to optimize cost per contact.
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AI GTM Personas Provide Personalized Content at Scale
Using the content generated in step 2 to build custom campaigns for GTM motions. Examples:
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Update Data Sources for Scale
Re-attach your CRM with historical data (examples: transaction and shopping cart data)
Add Campaigns and Rules to your CRM
Upload prospect lists for outbound campaigns.
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Refinement AI based on Feedback Loop:
The document outlines an advanced onboarding process for agencies and enterprises using a phased rollout approach to enhance AI capabilities. It emphasizes the importance of data-driven decision-making, effective messaging strategies, and the integration of custom KPIs to measure success. Key steps include discovery and insight configuration, AI validation, and the creation of personalized content at scale, all aimed at optimizing sales and marketing efforts while ensuring continuous improvement through feedback loops.