top of page

How to Set-up and Scale Your Sales Robot Team

"Machine learning allows us to build software solutions that exceed human understanding and shows us how AI can innervate every industry." -Steve Jurvetson, Board Member of SpaceX and Tesla Setting up a sales robot team is very similar to setting up a sales development representative team, but overall, it is more straightforward, less expensive, and faster. The differences between both are that instead of investing time and resources to hiring a sales team, you can click a few buttons and create one. Instead of hosting a kick-off training event and ongoing training sessions for salespeople, you will create content that sales robots can use. Most importantly, instead of chasing down your sales team and trying to get alignment on launching a sales campaign, you can create as many as you want at a click of a button and pass on leads to sales when you are ready. There are significant benefits to having a team of sales robots, and in this article, we will review how to set one up to accelerate your sales pipeline. Creating Your Sales Robots Give Your Robot A Name, Title, and Profile Image When you onboard a sales robot team, you will first decide what your sales robot will look like, their title, and what you will call your sales robot. A good-looking salesperson can impact your success rate by 17% to 24%, so choose the robot that will best fit your audience's interest. If you are focused on a specific country or geography, you may want to select the appearance, title, and name welcoming to your target market. You can use various photo stock sites to choose a profile picture for your sales robots.

  • Shutterstock,

  • Fotolia,

  • Dreamstime,

  • Getty Images,

  • iStock,

  • Crestock,

Here are some examples of sales robots we have created at Sales Innovator:

Determine the Number OF Sales Robots You Need

Tip: We recommend setting-up several domains to use for your sales robots; this way, if one of your domains is affected by spam filters, you can give it a rest while using other domains you have set-up. You may want to sub-divide your sales robot team into groups and assign a different domain to each group. Connecting Your Sales Robots After creating your robot and assigning them an email account, you can connect your email accounts to Sales innovator. Connecting an SMTP account is simple. All you need to do is upload a list of sales robots with their name, a link to an image of your robot, and the SMTP credentials. The sales innovator automatically connects your robots. Also, you can manually connect each robot. Educating Your Sales Robots Create Dynamic Landing Pages Once your sales robots are connected and ready to send emails, you need to educate your robots to engage with each prospect. To inform your sales robots, you will be creating a landing page with content that will help each prospect learn more about your product and service and accelerate their buying decision. Plan content that will educate prospects during the buying journey stage you are targeting with your robots. Robots will take the page you create and send it to prospects and personalize each page.

Create Email Sequences You will also need to create an email sequence for your robots that they will personalize and send. The email sequence should point to content on the landing page so robots can best engage and qualify prospects. Based on how each prospect responds to each email and interact with the landing page and the robot, the robots will score the prospect and notify the salesperson when the prospect is interested.

Define How Sales Robots Interact Sales robots will not reply to prospects, but they can interact in several ways. When you create a landing page, you can define what message the sales robot will deliver once a prospect lands on the landing page. The sales robot will personalize each message for the prospect. You can also define what call to action the sales reps will present on the landing page to entice the prospect to interact with the sales robot. Once you have educated your sales robots by setting up a landing page, email sequences, and ways your robot will interact, then you are ready to kick-off your email campaign.

Launching Your Outreach Campaign

Launching a campaign is simple. All you need to do is select the sales robots that will participate in the campaign, the contacts you are targeting, the landing page you will be using, and the email sequence. Once you have defined these components, then you are ready to preview and kick-off your campaign.

Selecting Your Contacts

Uploading a list of contacts is easy. All you need to do is create a list in google spreadsheet or excel and add the contact details, and the sales robot's email to each contact. Contacts will automatically get assigned to the specified sales robot once the list is uploaded. You can upload a single list for all senders, a list of each sender, manually enter a contact, or select contacts uploaded previously.

We recommend following all the CAN-SPAM, GDPR, and other government regulations when selecting a list. You can use sales robots to warm-up contacts in your CRM, follow-up with leads from ads, events, and organic traffic, and for cold outreach. Adding contacts from CRM, leads database, or an ad campaign is very easy.

Sending Emails

Sales Innovator uses artificial intelligence to help robots replicate how humans would send emails. You can define when the emails are sent, how often, and when they are paused based on a prospect's interaction. Our algorithms are always improving to ensure that emails are continually optimized for deliverability and not getting stuck in a prospect's spam folder.

Once you approve a campaign, you can press send, and the sales robots will automatically send emails. Once prospects show interest, the sales robot will notify the salesperson, and the salesperson can follow-up.

Actionable Insights

Besides identifying which prospects are most interested, sales robots give you insights into what emails are working, most compelling content, best calls-to-action, best sales reps, most interested companies. Using the data sales robots generate, you will be able to optimize your campaigns to get better results over time and perfect your marketing and sales approach.

Simple to Manage

Managing a team of sales robots can be something one SDR or admin can do. This admin sees all the prospects' progress across all campaigns and coordinates sales efforts between robots and salespeople. By setting up a shared inbox, the admin can keep track of any prospect replies and quickly reply on-behalf of sales robots. The admin can also find opportunities to launch new campaigns and scale robots once a successful niche is found, and you want to dominate a market.

Sales Robots Are Easy to Scale

Once you have a team of sales robots and an admin who can easily manage the robots, you can easily scale your robot team. Robots are great for paving the way to hiring a salesperson and keeping your existing team very busy selling and closing deals. Sales robots are incredibly affordable, and as time progresses, they will just become more intelligent and will be able to help answer questions and close deals. As you implement your sales robots team, you will find that they will help you optimize your whole sales and marketing process and help you accelerate your pipeline beyond what was humanly possible.

If you are interested in seeing a sales robot in action, then you contact a Sales Innovator growth consultant for a free demo by clicking this link:


Stefanie K. Johnson, The effects of good looks on professional success: I’ts Complicated, April 13, 2017, LSE Business Review

Dario Maestripieri, The Truth About Why Beautiful People Are More Successful, March 8, 2012, Psychology Today


bottom of page