They start where they are
The most successful users start with what they do manually today. They:- List out the major manual tasks their team does daily
- Write 3-4 bullet points on how they currently handle each task
- Ask the agent to replicate these exact steps
They treat the Agent like training a new team member
Their agent needs guidance to work their way. Top users:- Modify each workflow 6-7 times until output matches their standards
- Provide specific instructions like they would with a human employee
- Start with tasks they’re already doing, not wishlist items
They build daily rhythms
Sellers getting real value have made the agent part of their routine:- Start their day reviewing Agent-generated insights
- Delete workflows that create noise without value
- Make agent insights and recommendations a part of their team meetings
They scale gradually but consistently
- Add 3-5 new workflows weekly
- Set goals for team members to automate 20% of manual work monthly
- Mark ~70% of execution tasks as “Approve All”
- Explore automation before hiring new team members - can the agent handle what a new hire would do?
They make it a team sport
The most successful users involve everyone. They:- Add all team members and train them
- Run internal challenges on who can automate the most
- Share wins and learnings across the team
What results look like for our top users
Sellers following these practices have seen:- Sales growth of ~15%
- Profitability increase of ~10%
- 40% more output with same team