Pain points for startups
Early-stage teams often face the paradox of insufficient sales manpower (1-2 people), limited budgets but the need to quickly validate market demand, and manually handling the entire process can severely constrain growth.
Recommendations for phased implementation
- Stage 1 (0-3 months): Focus on Core Functions
- Get 100 Accurate Leads with Lead Discovery Free Credit
- Configure 3 basic email templates (introduction/follow-up/conversion)
- Set up simple auto-follow-up rules (e.g. send reminders if you haven't replied in 3 days)
- Phase II (3-6 months): Deep Optimization
- Increase LinkedIn automated reach channels
- Implementing a conference briefing feature to improve conversion rates
- Connect to Google Workspace for automatic schedule synchronization
Cost Control Tips
- Prioritized use of Starter Plan ($49/month) to support 500 automated operations per month
- Moderate reduction in the frequency of data updates for non-critical customers (e.g., long-lead time projects)
- Avoiding waste of resources by utilizing the system's "Duplicate Merge" function
This answer comes from the articleJeeva AI: Automated Lead Discovery and Follow-Up ToolThe
May not be reproduced without permission:AI productivity tools " How to automate the sales process in a startup with limited resources?
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