Sales & leadsIntermediateSoftware & SaaSHas numbers

Follow up with free-trial users automatically using an AI agent

A network-monitoring software company first used ChatGPT to draft follow-ups from call transcripts but struggled to move data back and forth. It then ran an AI prospecting agent on trial sign-ups that personalises outreach to each user's problem; after testing, it turned off human review for this motion.

Reported results

  • The source reports a 52% engagement rate and a 150-seat deal sourced without manual rep involvement.

Source: HubSpot case study (Source checked 2026-11-03)

How to try it

  1. Start with human review on every AI email.
  2. Track engagement and complaints for a few weeks.
  3. Only remove review for low-risk, well-tested motions like trial follow-ups.
  4. Keep humans on high-value deals.

⚠️ Watch out

Removing human review is a risk decision; document it.

Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.

Related use cases

Sales & leadsAdvancedSoftware & SaaSHas numbers

Score every sales call automatically for coaching

Sales managers didn't have time to review enough calls. The company already had a coaching rubric; its AI-ops lead built a workflow that scores every eligible call automatically …

RoomPriceGenie

Sales & leads →

One practical AI workflow, every week

Free weekly email: one sourced use case, the exact steps, and what to watch out for. Plus the free guide “50 AI tools & workflows for small businesses”.