SaaStr's 3-person team closed $2.7M from old leads with an AI outreach agent
In plain words
SaaStr runs with three full-time staff and 20+ AI agents. One agent re-engages leads nobody had followed up in months.
What happened: $2.7M in closed sales and $3.5M more in progress. 72% opened the emails and 10%+ replied.
Source: salesforce.com ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
Export leads with no follow-up in the last 6 months.
- 2
Write the rules: who qualifies, what to offer, when to hand to a human.
- 3
Connect Salesforce Agentforce to your CRM and paste the prompt below.
- 4
Send to a small batch first and read every reply.
- 5
Scale up, and track replies, meetings booked and revenue.
The instructions to give the AI
Paste this into Salesforce Agentforce (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.
This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.
Agent instructions (prompt)
Write a short, personal follow-up to [name] at [company], who last spoke with us about [topic] on [date]. Mention one thing that changed for them or us. Ask one easy question. Under 90 words, no hype. If they reply with interest, hand to [rep].
[Highlighted] = replace with your own details before you run it.
What you should get back: "Hi Dana — since we last spoke you've opened a London office. Still exploring sponsorships for Q1?"
Written by Quickly and Good, inspired by this case.
More detail: tools, prices and what you'll need
The company used: Salesforce Agentforce
You could use: Salesforce Agentforce
- Salesforce Agentforce
AI agents that work inside Salesforce CRM for sales and service.
See pricing · Official site ↗
Prices from each tool's own pricing page, checked Oct 2026.
What you'll need
- ☐An enterprise AI platform licence
- ☐Integration with your core systems (CRM, billing, identity)
- ☐Security, privacy and compliance review
- ☐A curated knowledge base
- ☐A testing and evaluation programme
- ☐Human escalation and monitoring
Can I do this myself?
Not on your own. These are enterprise platforms sold with implementation help. A small business can get part of the way with Intercom Fin or Tidio Lyro (3-7 days, no-code), but matching this result means hiring a builder.
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