What to automate and what to do by hand
Prospecting 10 min
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Business problem
Two extremes kill prospecting: full automation (everything by template — zero personalization, zero replies, spam filter risk) or full manual work (everything custom — 10 leads a day instead of 50). You need a boundary that gives scale without losing quality.
Proven method
3 automation zones:
- AUTOMAT (you don't touch): signal research, basic enrichment, scoring by your model, prioritization, preparing CRM entries (data entry), follow-ups 3-5 from a template (for leads that didn't reply but are still in play), a weekly report,
- HYBRID (AI generates, you verify): L3-L5 openers (AI makes 3 variants, you pick), LinkedIn messages, CRM status changes,
- MANUAL (only you): the decision of which 5 Priority 1 leads get custom content (why this one, not another), replies and conversations, meetings, offer changes. The rule: automate REPETITIVE things, not decisive ones — the decision 'who gets my best content' is the heart of sales.
Market example
- BAD
- Unstructured prospecting without ICP filters and generic outreach to random accounts.
- GOOD
- Monday: AI did research on 10 companies, scoring, and prepared 3 opener variants for each. You (30 min): pick 5 Priority 1 leads, pick/fine-tune the openers, send. A reply from company X: goes to you (not to the automaton) — you reply within 2h. Companies without a reply: AI automatically sends follow-up 3 on Thursday (template + trigger from research). Scale: 50 companies scanned, 25 sent, but the content for the top 5 is 100% yours.
Ready-to-use prompt
You are a sales automation consultant. Context: My prospecting is: [DESCRIPTION: research, personalization, sending, follow-up, data entry]. I use [TOOLS]. Time: [X] h/week. Task: Design the 3-zone split: 1. AUTOMAT: what exactly I automate (step by step, with the tools I have or free ones) 2. HYBRID: where AI generates and I verify 3. MANUAL: what stays only with me and why (content decisions for top leads, replies) 4. Risks: what threatens with too much automation (spam, no personalization, lost relationships) and how to mitigate Format: 4 sections.
Model rekomendowany: Claude 3.5 Sonnet / GPT-4o Copy and paste into ChatGPT, Claude or Perplexity
ALTERNATYWNE SCENARIUSZE
Variations & alternative scenarios
Time-limit version: the minimum automation that gives the most (research + data entry).
Scale version: follow-up + CRM automation + interaction logging.
Practical exercise
List all your prospecting steps. Mark each: AUTOMAT / HYBRID / MANUAL. Pick 2 things to automate this week (e.g. research and data entry).
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