Collection
Best Practices
15 articles
01ICP definition best practicesDefine a focused ICP — concrete firmographics, aggressive disqualifiers, predictive weights, and iteration.4 min→02Sequence design best practicesFewer, better touches — lead with relevance, keep it short, vary the ask, and let the agent personalize.4 min→03Personalization at scale — what worksReal personalization comes from agent reasoning over data, not merge tokens — context, constraints, and trust.4 min→04Agent tuning best practicesTune agents by adjusting inputs and guardrails, not micromanaging outputs — budget, review loops, one change at a time.4 min→05Deliverability best practicesDeliverability is earned — authenticate, warm, pace volume, and let bounce and complaint signals throttle you.4 min→06Pipeline benchmarks by segmentBenchmarks are directional, not targets — segment before you compare, and benchmark against your own baseline.4 min→07Reply-handling best practicesSpeed and routing win replies — centralize in Unibox, triage by sentiment, route fast, and escalate the rest.4 min→08Signal selection best practicesSignals are useful only if they change what a good rep would do — pick predictive ones, match to responses, prune the rest.4 min→09Multi-channel orchestrationCoordinated email, LinkedIn, and voice beat any single channel — sequence deliberately with one system of record.4 min→10ABM best practices in turgoTreat a named account list as its own tier — deep personalization, multi-threaded outreach, and AE–agent coordination.4 min→11Product-led signals — capturing themFor PLG, your product is the best signal source — fire usage events via the /signals API so the agent acts at the right moment.4 min→12Win-loss analysisFeed deal outcomes back into turgo so targeting and messaging improve on evidence — tag reasons, compare to tier, close the loop.4 min→13Team workflows for AE-SDR handoffThe handoff is where pipeline leaks — agree a qualification bar, automate routing, transfer full context, and give AEs an accept/bounce path.4 min→14Setting realistic quotas with AI agentsAgents expand capacity — quota the human bottleneck, base targets on real conversion, and ramp as trust grows.4 min→15Reporting cadence — weekly, monthly, quarterlyMatch the report to the decision it drives — weekly for course-correction, monthly for trend, quarterly for strategy.4 min→