How do you use AI in sales systems, and how can I push AI to its limit in sales operations?
The clearest example is Clarevo, which combines proven best practices--especially speed-to-lead--with software to maximize every dollar of ad spend. Without it, spending $20k on ads might yield only $40k (a 2x return). With Clarevo, the same $20k generates $120k because we contact leads instantly--calling within a millisecond of form submission, sending immediate texts, and using opinion-based dispositions and routing that adjust based on how recent the lead is. We continuously optimize via call and number rotation, local area-code targeting, dial-pattern frequency, and automated lead allocation to the top performers on the team. Power dialing ensures no time is wasted waiting for a call to connect; the moment you pick up, you're already on a live conversation. All of this can be built now using cloud-based drag-and-drop builders; we've bundled it into a dedicated platform for call teams that works equally well for inbound and outbound. It's one of the most effective tools I've ever used.
Not for beginners — if you already have a big brand, YouTube channel, and a working Instagram funnel, you could sell an AIOS, but as a total newbie, don't. Instead, pick a specific lane, ideally something tied to reach/acquisition: creative-generation systems (ad creative testing across Google, Facebook, TikTok, etc.), automated prospect research for cold email/LinkedIn icebreakers, and speed-to-lead systems (immediately following up with anyone who opts in from an ad, maximizing show/booking rate — even something as simple as calling a lead twice instead of once, or texting back a missed call automatically, can double conversion). Also strong: automated follow-up across SMS/email/DM for anyone who's expressed interest, and inbound lead-magnet systems (e.g. ManyChat-based funnels tied to a creator's content). The common thread: focus on a narrow, specific lane that produces a clearly measurable revenue outcome — that lets you proportionally scale a client's revenue in a way that's easy to prove and sell.
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What a great question. This is more a consulting and strategy perspective than a building one. Naturally, if you're trying to make more money and thinking, 'Ooh, what's a way to make more money? I know AI is all the rage—maybe we'll add an AI chatbot to our website,' but if the chatbot doesn't talk to anybody, it won't make you more money. You've stumbled on a universal problem for many service businesses: they just don't have any leads. The real point of value, the bottleneck you could fix, is usually lead generation. I don't know how many people visit their site daily, monthly, or yearly, so it's hard to suggest exactly what to do next, but you're on the right track. The usual thinking is: get leads first, then worry about optimizing how you deal with them, nurture them, and improve conversion rates later. In your opinion, what's the best automation to sell? Could you make a video on it? The best automation to sell is something that increases or encourages lead generation, which we discussed. One of the main systems I sell is a cold outreach system where I build distribution for someone from scratch for about $200–$300 a month ongoing. They start with zero leads in their pipeline—usually an agency—and after the system is set up, they get roughly 30 leads per month that want to book calls. This is a game-changer and easy to justify as an investment for companies whose bottleneck is lead generation, like most businesses under $50k–$100k per month in revenue. Think of it this way: I'm solving their most dire problem—no leads entering the business. I charge them $3,000–$4,000 a month, which is fine because without me they wouldn't even have a business making more than $3k–$4k a month. In my experience, the best automations to sell for small to mid-sized businesses are those that help the top of the funnel. If they already have an outbound system but aren't getting many leads, I'd recommend a speed-to-lead system. Anything close to the top of the funnel—whether outbound or inbound—helps a lot, and that's what I'd recommend.
I would focus on building AI‑powered systems that increase reach. First, create ad‑creative systems: AI can generate Meta ads quickly, replacing the slow Canva workflow that takes days with a process where the media buyer can spin up an ad in 30 minutes, allowing rapid iteration. Second, use AI for cold‑email outreach: let AI scour the web, build massive prospect lists, and craft personalized icebreakers. This expands the number of eyes on your offer. Finally, improve lead response speed by automating the post‑inquiry workflow—when a form is submitted, an AI reads the data and instantly sends a personalized text or email saying, “Hey, this is Cloud, I’ve received your request and will call you in 30 seconds.” This creates the perception of immediate customer service and can be applied across email, SMS, and other platforms, boosting conversion and expansion.
The first is speed to lead, which means optimizing the process after someone clicks on or opts in to one of your ads. Often the ad is good and people opt in, but the company takes too long to call them back. If 10 people fill out a form and you only reach three, improving that to five or six can meaningfully increase downstream revenue by about 60%, equivalent to adding 1.6 times the organization's output. For example, if a client makes $100k/month, you could help them make $160k/month, adding $720k/year in value, which justifies charging a substantial fee. Aside from speed to lead, there are two main approaches to top-of-funnel lead generation. One is using AI or automation to produce ad creative or organic content very quickly—e.g., generating high-quality UGC-style ads or mini commercials in a fraction of the time it would take a team to film. This unlocks the bottleneck that gets eyeballs on your product. The other is building outbound systems that autonomously scrape leads matching your ideal customer persona (ICP). Combining this with speed to lead can dramatically increase your top of funnel, potentially adding an extra million or two per year in revenue for clients.