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Play · Prospecting & research
For sales leadersQualified (inbound AI agent) + Salesforce; he says the vendor matters less than training

Replace your "Contact us" form with an agent that answers, books and routes in minutes

Picked and checked by Olga Pearson, SalesUpLevel

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The resultas reported

Reported for one event: 614 meetings booked at ~$85K average ticket, from ~2.25M sessions and ~402,000 interactions. In one month 71% of closed-won sponsorship deals came from AI-qualified inbound, vs a historic 29-34%. $1M+ closed-won sourced by the agent.

A form plus round robin took SaaStr 2 to 3 days to reach a buyer. An agent trained on each buyer type answers instantly, books the meeting, sends the rep a full context brief, routes to the rep who closes that deal type best, and follows up with people who drop off.

By Jason Lemkin (@jasonlk; SaaStr @saastr), CEO and founder, SaaStr · saastr.com (from The Agents podcast) ↗ · Jun 27, 2026

If you sell: run it before your 10am

  1. Go incognito on your own site, fill in your own form and time the reply. Fix what embarrasses you.
  2. Pick one inbound agent tool and go deep (no 8-vendor bake-off).
  3. Train it separately on each buyer type (e.g. self-serve vs enterprise) and have it re-read your site daily.
  4. Route meetings by your own close data (who wins which deal type), and check the weighting for drift.
  5. Add triggered follow-ups for known visitors who drop off; exclude current customers.
  6. If you discount, give the agent fixed guardrails instead of letting reps improvise.
  7. Track meetings booked, share of closed-won from the agent, and speed to first reply.
Copy-paste prompt · Our template version (instructions to paste into your agent's setup; the source gives none)
You are the first reply on our website for [company]. There are two kinds of visitors: [type A, what they want, how they buy] and [type B, ...]. In your first two questions, work out which one this is. Answer only from [site pages / knowledge base]; if you do not know, say so and offer a human. If they fit [qualification rules], offer a meeting and book it with [routing rule]. Before the meeting, write the rep a 5-line brief: who they are, what they asked, pages they viewed, budget or timing they mentioned, and the one question the rep should open with. Never quote a discount outside [rules].

If you lead a team: roll it out

  1. Count how many inbound leads get a human reply within an hour today; Lemkin says his human team answered under 40% of inbound, the agent answers 100%.

Watch out for

  • Big, well-known brand with huge site traffic; 614 meetings is one event cycle and not all closed (he says so).
  • Needs a tool and a technical setup.
  • Product names appear, but this is SaaStr's own use and numbers, not a vendor case study.

Source: Jason Lemkin, saastr.com (from The Agents podcast), Jun 27, 2026. Results are as reported by the source; we did not measure them.

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