Automation Implementation Tips

The answer to your outbound problems isn't: ⛔️ AI ⛔️ More volume ⛔️ SDR agents ⛔️ More relevance ⛔️ Dialers It's your OFFER. Let me explain... Most reps reach out with something like: “Just want to introduce myself and our company…” “Let’s do a quick call so you know your options when budgeting season comes around...” The problem? You have NOTHING to offer. If there’s no immediate need, there's zero reason to take a meeting with you. So you need a way to entice buyers to meet when they have a problem, but are not actively shopping. Here are three types of offers you can use to entice buyers to meet with you: ✅ Offer #1: Good - Pitch The Blind Date Position who the buyer will be meeting with. Hype up the AE, sales engineer, or yourself. Show them that meeting with you will be worth their while. Example: A client of ours sells an automated welding solution. The manufacturing industry is facing a massive shortage of welding talent. Their SDRs pitched it like this: “I’d love to introduce you to Eric. He’s worked with a dozen manufacturers like Caterpillar, Karavan, and more, who are all facing similar challenges. He’ll walk you through how they’re automating the most difficult welds and dealing with the labor shortage. Even if nothing comes of it, you’ll walk away with a better understanding of how the industry is solving this.” Even if the buyer isn’t shopping, they gain value from the conversation itself. ✅ Offer #2: Better - 1:Many Offers These are high-quality, reusable insights that still feel tailored. Think: competitive benchmarks, industry research, or best practice guides. Example: We have a client that sells to ecomm brands. They conducted a mystery shop of 400 competitors to analyze response times, customer service channels, etc. Their reps used those insights to open cold calls with: “Hey Katie, I submitted a ticket on your site, and it took about 48 hours to get a response. It was about 3x longer than folks like Patagonia and the North Face. Again, it’s Jason. Mind if I share more about why I’m calling?” That’s an offer that feels immediately relevant and valuable. It gets a conversation started immediately. ✅ Offer #3: Best - 1:1 Offers These are custom-tailored experiences or resources created specifically for the prospect. It’s you and your organization putting in serious effort to customize the offer. This works best at the enterprise & strategic levels. Examples: - A cyber risk analysis - A benchmarking analysis - A workshop - A personalized audit of a website checkout flow. - Visiting and experiencing the brand firsthand, then sharing insights. - Offering free data, licenses, or pilots. These take more work, but they convert like crazy. ~~~ Which one's most applicable for you?

Sales folks, take note! Spamming a target company's employees with your services and requests for meetings will result in your company making its way onto a buyer's blocklist. As a buyer in the localization industry, I receive dozens of emails and LinkedIn requests every single day from vendors looking to showcase translation, AI, QA services, and more. It's not humanly possible to give personal replies to every outreach. When vendors can't get through to me, they often reach out to everyone on my team... and sometimes to many others across my company. I'd love for this practice to stop. It wastes valuable company time and makes a vendor appear desperate and non-strategic. Here's what to do instead: 1. Appeal to ego! Invite a target company’s decision-maker to a panel, or start a vlog series and ask buyers to appear and discuss industry topics. It’s also a great opportunity to reposition your company as a thought leader. 2. Offer genuine insight, not just services. Share a case study, white paper, or benchmarking data that’s actually useful to the buyer’s role, and do it without a sales pitch. 3. Build a reputation before you build a pipeline. Comment thoughtfully on posts. Contribute to community conversations. If you consistently show up with value, you’re far more likely to get noticed. 4. Target smarter, not broader. Don’t shotgun your message to an entire company. Learn the org. Understand the buyer’s scope. Then send one well-researched, personalized note that shows you actually did your homework. 5. Focus on mutual value. Can you help solve a known pain point or offer perspective on something changing in the market? Frame your outreach around collaboration, not consumption. 6. Use timing to your advantage. Keep tabs on when companies are hiring for roles associated with your offerings, launching in new markets, or attending conferences. That’s when buyers are more receptive to new solutions. 7. Lead with generosity. Offer a no-strings-attached resource, intro, or suggestion that doesn’t benefit you directly. Reciprocity is a powerful trust builder. And please! Don't ever ever call me on the phone! ;)

Manual effort is fine... until it isn’t. At $1M ARR, you can get away with a lot. • Manual follow-ups • Manual lead routing • Manual renewal tracking But by $5–10M ARR? That same effort starts to cost you real money. I worked with one company where reps were still assigning leads by hand. One person. 30+ leads per day. Trying to juggle meetings, follow-ups, pipeline reviews — while also routing deals to everyone else. It was a bottleneck hiding in plain sight. The fix? Simple automations: 1) Lead gets created → auto-routed based on region, size, product 2) Renewal window opens → account manager flagged automatically 3) Deal moves stages → task created without a human touching it Each automation removes drag. Each one gives your team their time back. You don’t need to automate everything. Just the things your team does 50+ times a month. If it’s repetitive, time-sensitive, and easy to mess up — automate it. That’s where scale begins. Thanks for reading. Enjoyed this post? Follow Jordan Nelson And share it with your network. P.S: Subscribe to my newsletter — I share proven ways to turn your CRM into a growth engine. Sign up here: https://lnkd.in/gBukTtJN

How to make a super automated module product line？ First, high-quality and highly automated machines are the basics. Take the cell tabbing and stringing machine as an example, Canadian Solar Inc. is the first one in the industry to bring half-cell and multiple busbar tech into the mass production. After seven years ‘development, Canadian Solar increased the soldering speed by about 3 times and lowered the defect rate by 50% when wafers are thinned by more than 70%. Second, we leverage #AI to do what they do best - image and video analysis, defect identification and root cause analysis. We started to use neural networks to find defects in EL inspection images as early in 2018. Now, all EL and appearance defect identification and analysis are done by AI at our automated lines, greatly improve the efficiency and quality of this highly repetitive work. Third, we use conveyor lines to transport products at work and automated guided vehicles (AGVs) to transport materials. There is no need for people to do the lifting and transportation work any longer, which reduces the labor intensity significantly. Fourth, an information system enabling the info flow from customers and material suppliers to the production lines is essential. Our info system connects customer relationship management (CRM), supplier relationship management (SRM), enterprise resource planning (ERP) and manufacturing execution system (MES). Highly personalized requests from customers can be implemented on automated production lines flawlessly.  Last by not least, we have a dedicated and experienced team to run the lines. In the era of artificial intelligence, people are still the core, which is Canadian Solar’s irreplaceable asset. This team has increased production efficiency fourfold since we first introduced half-cell and muti-busbar automated module line seven years ago. I am proud of them and believe they will bring more progress to the industry in the future.  #automation #automanufacture #solar #autoproduction

Adopting robotics in warehouse operations is a strategic move that boosts efficiency and safety and significantly reduces human error—transforming how modern warehouses function and setting new standards for operational excellence. Integrating robotics into warehouse operations involves using various types of robots, including Automated Guided Vehicles (AGVs), Autonomous Mobile Robots (AMRs), robotic arms, and drones. These robots enhance efficiency by working continuously and minimizing human errors. To maximize the benefits of robotic systems, workflow analysis, and careful technology selection are essential, and gradual implementation ensures smooth transitions. Robotic automation offers several benefits, such as increased productivity, enhanced safety, and reduced errors. However, challenges like high initial costs, maintenance, and staff training must be addressed. It's crucial to ensure that robots integrate well with existing warehouse systems and equipment, necessitating IT integration and interoperability. Continuous measurement and optimization are vital, as well as using key performance indicators (KPIs) and robot data to refine processes. Scalability and sustainability are also important, allowing for future expansion and choosing energy-efficient solutions to minimize environmental impact. #warehouse #robotics

Most teams obsess over the 5% who reply. But what about the other 95%? That’s where your investment lives. You spent real time (and real money) building that list: → Enrichment tools → Research → Personalization → Manual review And then… No reply? No interest? Off to the next batch? The best operators treat every reply—yes, no, or silence—as a chance to learn, improve, or close the loop. That’s where automation shines: → Out-of-office replies? Route them into a “Back to Work” campaign timed to their return → “Not a fit” replies? Offer a referral link with affiliate commission → Total silence? Trigger a 90-day re-engagement path with new angles or case studies → Ghosted after showing interest? Schedule soft nudges before archiving → Unsubscribes? Instantly tagged and blocked from future sends None of this needs to be manual. It just needs to be mapped—and automated—with intent. Because if your outbound system treats non-responders like throwaways… You’re burning time and money. The real cost isn’t in outreach. It’s in letting 95% of your effort go nowhere. — 🔔 Follow Nathan Weill for automation strategies that turn missed chances into second ones. #OutboundOps #SalesAutomation #NoCode #LeadFollowUp #Zapier #OperationalExcellence #RevenueOperations

To improve warehouse logistics and efficiency, integrating robotic systems thoughtfully is essential. This involves considering various types, integration steps, benefits, challenges, and continuous optimization. Here's a comprehensive guide: 1. Types of Robots Used: ▫ AGVs (Automated Guided Vehicles): Follow set paths to move goods efficiently within the warehouse. ▫ AMRs (Autonomous Mobile Robots): Navigate autonomously, adapting to dynamic environments. ▫ Robotic Arms: Perform picking and placing tasks on shelves or production lines. ▫ Drones: Conduct inventory checks and surveillance in the warehouse. 2. Integrating Robotic Systems: ▫ Workflow Analysis: Identify key areas for automation to maximize benefits. ▫ Technology Selection: Choose robots and tech that best fit your warehouse needs. ▫ Gradual Implementation: Automate in phases to ensure smooth transitions and problem-solving. 3. Benefits of Robotic Automation: ▫ Increased Efficiency: Robots work 24/7, significantly boosting productivity. ▫ Error Reduction: Minimize human errors, enhancing inventory accuracy and picking precision. ▫ Enhanced Safety: Robots handle dangerous tasks, reducing worker injury risks. 4. Challenges and Considerations: ▫ Initial Costs: High initial investment for purchasing and installing robots. ▫ Maintenance and Support: Regular maintenance and access to technical support are essential. ▫ Staff Training: Train employees to work with and manage robotic systems. 5. Interaction with Existing Systems: ▫ IT Integration: Ensure robots integrate with Warehouse Management Systems (WMS) and other software. ▫ Interoperability: Robots must work seamlessly with existing warehouse equipment. 6. Measurement and Optimization: ▫ KPIs (Key Performance Indicators): Track performance indicators to evaluate automation effectiveness. ▫ Continuous Improvement: Use data from robots to continuously optimize processes. 7. Scalability and Sustainability: ▫ Future Expansion: Ensure robotic systems can scale to add more robots or automate additional areas. ▫ Energy Efficiency: Opt for energy-efficient robotic solutions to reduce environmental impact. By adopting these strategies, businesses can effectively automate their warehouses, resulting in improved efficiency, safety, and overall productivity. #WarehouseAutomation #Robotics #Logistics Ring the bell to get notifications 🔔

Most AEs can’t get a meeting with a CFO. My clients are getting them with CEOs, COOs, and CFOs—consistently. The secret? Not magic. Not spamming. Hyper-personalized, multi-channel outreach powered by ChatGPT. Here’s the exact framework we use (that gets replies when “short and sweet” emails fail): When I ask sales teams how many times they follow up with an executive before moving on, the most common answer is: “Two emails, maybe a call.” That’s why you’re losing. Executives don’t respond because: Your outreach is generic You stop before you break through the noise You rely on ONE channel (usually email) Here’s how we fix it. 1. Go narrow before you go deep Stop prospecting to everyone in your patch. Pick your A accounts—the top 10-20 that would change your year if you closed them. 2. Use 3-4 channels every time If you send an email and don’t follow it with a call, a video, and a LinkedIn touch, you’re invisible. I’ll use ZoomInfo or Seamless to get the cell number, call right after sending the email, leave a voicemail, then send a voice note or video if no pickup. 3. Reach out 10+ times (not 2) My largest deals took 10-15 touches before the first meeting. If you believe you can help them, they need to know you’re serious. 4. Hyper-personalize using AI Forget “Hope you’re doing well.” Here’s the structure: Line 1: Personal, sincere compliment tied to research Line 2: Observation about their stated goals/priorities Line 3: The gap between where they want to go and where they are today Line 4: How you can close that gap Close: Soft call to action 5. Steal my favorite ChatGPT-4o prompt “I’m a sales rep at [Company] targeting [Name, Title]. Write a personalized, executive-ready email that speaks to their role, their publicly stated goals or quotes, and how we can help them. Be concise, use bullet points, and end with a soft CTA.” (more in the video below) Combine this with deep account research before you ever reach out, and you’ll have emails that sound like you wrote them just for that exec—because you did. I’ve seen this method work when: - You’re selling to an account that already uses your product (reference it in the first line) - You can’t find public info on a prospect—personalize at the account level instead - You need to enable champions to sell internally You don’t get meetings with executives by sending “short and sweet” emails. You get them by showing you’ve done the work— And proving, in detail, that you understand their business better than 99% of reps hitting their inbox. Get my top 4 ChatGPT prompts for tech sellers here: https://lnkd.in/gbznEjgq

Just reviewed the latest version of ScalePad Lifecycle Manager X, and MSP owners need to see this. For those of you struggling with account management efficiency, here's what caught my attention: The Game Changers: - Goal Setting That Sells Itself No more awkward sales pitches. You're connecting client business objectives directly to your projects. It transforms every QBR from a vendor meeting to a strategic partnership discussion. - QBR Automation Pre-populated agendas. Automated scheduling. Your account managers can stop doing admin work and start doing strategy work. 💡 Client IQ is the Future This feature is already solving the "what do I talk about in this QBR?" problem. It's giving account managers intelligent prompts based on client data. But here's what excites me: the potential of this AI-driven feature over the next few years could hypercharge your client insights. - Visual Budgeting clients can actually understand Their technology spend, visualized through intuitive graphs and visualizations. - Analytics Without the Complexity Account managers get real-time service metrics without needing a computer science degree. No more bothering your service desk for reports. - Smart Client Segmentation This is fundamental. You can finally visualize which clients deserve your A-team attention and which ones are draining resources. Not all clients are created equal, and now you can act on it. My take: If you're trying to scale your MSP's account management function or level up your vCIO services, tools like this aren't optional anymore. They're the difference between growing strategically and just adding more bodies. The integration between business goals, technical delivery, and client intelligence is what we've been waiting for. What's your biggest account management challenge right now? Chris DayLuis GiraldoAaron KennedyRahim Lalani #MSP #ManagedServices #AccountManagement #vCIO #MSPGrowth #DigitalTransformation #B2BTech

Most teams are stuck choosing: humans or AI. The winners are building Human x AI Outbound Systems. Manthan Patel and I mapped out the exact framework that's generating 3X more qualified meetings. Think about your best SDR. Now imagine they could: Run personalized outreach to 500 prospects daily (not 50). Never miss a follow-up when a prospect shows buying intent. Know exactly which accounts are warming up before competitors do. Spend 80% of their time actually talking to prospects. This isn't about replacing humans. It's about amplifying what makes them irreplaceable. Here's what changes when AI becomes your SDR's co-pilot: ✓ Follow-ups that think: AI reads reply sentiment, crafts contextual responses, catches buying signals humans miss at 2 AM. ✓ CRM that works for you: Every call logged, every email tracked, every interaction scored - without touching a keyboard. ✓ Personalization at scale: One strategic prompt creates 100 unique sequences. Each feels hand-written because AI studied the prospect's digital footprint. ✓ SDRs become strategists: No more data entry. They're analyzing patterns, building relationships, closing deals. Your SDRs can finally focus on what humans do best - building trust and closing deals. Meanwhile, AI handles everything repetitive and scalable. We've broken down the entire system in the visual above ↑ Save this. Share it with your revenue team. Over to you: How quickly can you implement this? Drop a comment with your biggest outbound challenge - we're here answering questions all day. Follow Manthan Patel for AI automation blueprints Follow Yonathan Levy for Sales excellence strategies