Jason M. Lemkin replaced his team's manual lead routing with Amelia AI, a bot that instantly books meetings with inbound prospects and feeds context to sales reps. Instead of waiting 2-24 hours for manual assignment and outreach, meetings are pre-booked by morning, so Account Executives skip the admin work and jump straight to prepared conversations.
Chapters
Our old flow 6 months ago used to be you have to fill out a form on our website. I know a lot of people still have that flow today. Then we would get alerted via email and then I would manually route it to whoever I thought was the best AE based on like the company size. We don't really do territory. Company size, category of company, like, okay, do they rep any competitors? Things like that. So we would route it and then the AE, depending on who it was, would take about 2 or 24 hours to get back to them. And it'd always be like, you know, oh hey, it's so-and-so from Saastr, saw you're interested, let's book a meeting. Like the simplest, maybe worst email response to— no offense to our team— to those inbound leads. And now this is a screenshot of Amelia AI. If you want to try it, it's on saastralandon.com. You can talk to she/me and you can instantly talk to Amelia. You can book a meeting with her. So she instantly books meetings for our team. Honestly, a lot of the time she books meetings while I'm asleep. So I'll wake up and I'll be like, okay, and the meetings booked are— I'll just go through all the meetings that have been booked overnight instantly. I didn't have to worry about waking up in the morning, routing any leads I might have missed or whoever's in charge of your routing might have missed, and then follow up with them and then hope that the AE then also follows up with them to book the meeting. So now what I do instead, it's already pre-booked. I wake up in the morning, I talk to Dave and our sales team. I'm like, hey, these people booked. Here's the context of the conversation. Here's what we already know about them. Now you can have a better meeting with this person. You can literally skip like steps 1 through 5 and just go to meeting. Like, just pass go.
