SaaStr AI销售拆解:10K中枢、动态 prospectus与无UI
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents
这是一份罕见的、由创始人亲自拆解的AI销售全链路实操指南。从底层架构(无头CRM)到前端交互(动态文档生成),再到具体的参数设定(如10分钟延迟策略),每一步都有可验证的机制和真实数据支撑,独立开发者和SaaS团队可直接参考其自动化逻辑。
We talk a lot on The Agents pod about what our agent stack does. This episode Amelia walked through what it actually, exactly looks like, screen by screen, with the real inputs and the real outputs: the leads, emails and decks that went out this week.
我们在 The Agents 播客中经常讨论我们的 Agent Stack 能做什么。本期节目中,Amelia 逐屏展示了它实际的样子,使用真实的输入和输出:本周发出的潜在客户线索、邮件和演示文稿。
Sponsorship revenue has doubled in the last 12 months. Three humans, 21+ agents in production. Below is where that came from, what’s working, and the one part of the funnel that still isn’t solved.
过去 12 个月赞助收入翻倍。3 名人类员工,21+ 个生产环境中的 Agent。以下是这些数据的来源、哪些策略有效,以及漏斗中尚未解决的部分。
The numbers, before anything else
数据,在一切之前
- Sponsorship revenue: 2.1x year over year, with the year just started
- New business from inbound: up 60%, directly attributed to the inbound agents
- Renewals: 60% ahead of last year year to date. We’ve already passed all of last year’s renewal total in roughly three months since Annual
- Outbound revenue: up 124%
- ~3M website sessions in the last year, 17,000 conversations with our inbound agent, ~600 meetings booked for SaaStr AI Annual, at roughly $90K ACV
- 赞助收入:同比增长 2.1 倍,且本年度刚刚开始
- 来自入站渠道的新业务:增长 60%,直接归因于入站 Agent
- 续约率:年初至今比去年提前 60%。自年度会议(Annual)以来大约三个月内,我们已经超过了去年的全部续约总额
- 出站收入:增长 124%
- 过去一年网站访问量约 300 万,与我们的入站 Agent 进行了 17,000 次对话,为 SaaStr AI Annual 预订了约 600 次会议,平均合同价值(ACV)约为 9 万美元
A 60% increase in new business is a big number at any company. At three people it’s a different number entirely.
新业务增长 60% 在任何公司都是一个可观的数字。但在只有三个人的团队中,这完全是另一种量级。
10K is the backend, and Salesforce is headless underneath it
后端是 10K,其底层是无头架构的 Salesforce
Everything runs through 10K, our AI VP of Revenue, built on Replit. He is the dashboard we open every day, the queue, the renewal tracker, the AP tracker, and the thing that writes to Salesforce.
所有流程都通过 10K 运行,这是我们的 AI 营收副总裁,基于 Replit 构建。它是我们要每天打开的仪表盘、队列、续约跟踪器、应付账款跟踪器,以及与 Salesforce 进行写入交互的工具。
We didn’t start there 6+ months ago when we built the very first version of 10K. We started with a basic Replit dashboard, hooked Salesforce into it, and it turned into headless Salesforce almost by accident. Today our full-time human sales exce logs into Salesforce … sometimes. Amelia logs in to click a button as necessary. I never log in at all. Nobody really uses the UI.
6 个多月前我们构建 10K 的第一个版本时,并非一开始就如此。我们从基本的 Replit 仪表盘开始,将 Salesforce 接入其中,结果几乎偶然地变成了无头 Salesforce。如今,我们全职的人类销售主管……有时才会登录 Salesforce。Amelia 仅在必要时登录点击按钮。我根本从不登录。实际上没人使用 UI。
Salesforce is still the system of record. Headless 360, Momentum for call recording, Qualified, Marketing Cloud (now on Agentforce), classic Sales Cloud, Slack. All of it feeds 10K, and 10K is plugged into about 30 other things on top of that. That’s why headless works for us: the agent can pull from all of them at once, and the Salesforce UI only shows you Salesforce.
Salesforce 仍然是记录系统。Headless 360、Momentum(用于通话录音)、Qualified、Marketing Cloud(现已启用 Agentforce)、经典 Sales Cloud、Slack。所有这些系统都为 10K 提供数据,而 10K 在此基础上还连接了另外约 30 个系统。这就是为什么无头架构对我们有效:Agent 可以同时从所有这些系统中获取数据,而 Salesforce UI 仅显示 Salesforce 的内容。
Our AI agents did 17,000 actual customer conversations and booked 600 meetings in the past 12 months.
在过去 12 个月中,我们的 AI Agent 完成了 17,000 次真实的客户对话,并预订了 600 次会议。
For CY2027, that's lead to a 2.1x growth in revenue year-over-year.
对于 2027 日历年(CY2027),这带来了同比增长 2.1 倍的收入增长。
And here's why and how it actually worked, with a real live lead and prospect: https://t.co/K3DjeKDu9M pic.twitter.com/9LvtmP80Zd
以下是它实际运作的原因和方法,包含一个真实的潜在客户案例:https://t.co/K3DjeKDu9M pic.twitter.com/9LvtmP80Zd
— Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) September 18, 2026
— Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) 2026年9月18日
Inbound door one: the agent on the site has had 17,000 conversations
入站渠道第一步:网站上的 Agent 已进行 17,000 次对话
Thirteen months ago the customer / contact us / sponsor page was just … a page with a long contact form. It came to Amelia, she round-robined it to herself or David, and someone followed up within about a day.
十三个月前,客户/联系我们/赞助商页面仅仅是……一个带有长联系表单的页面。它会被分配给Amelia,她通过轮询机制将其分给自己或David,然后有人在大约一天内跟进。
The follow-up email was always some version of: “Hey [company], you look like a great fit for SaaStr, let’s book a time.” Amelia’s take on that email, unedited: it’s the worst email on planet Earth. If you’ve raised your hand and reached out to a company, the last thing you want back is a form letter telling you that you’re a great fit.
跟进邮件总是某种版本的:‘嘿 [公司],你们看起来非常适合SaaStr,我们来约个时间吧。’Amelia对那封邮件的看法(未经编辑):这是地球上最糟糕的邮件。如果你已经举手示意并主动联系了一家公司,你最不想要回来的就是一封告诉你你很合适的模板回复信。
Now the sponsor page has two doors. Door one is Amelia AI, our avatar on Qualified. She answers questions in real time, qualifies (budget, lead gen vs. brand vs. speaking, which competitors they’re watching), and books the meeting on the spot.
现在,赞助商页面有两扇门。第一扇门是Amelia AI,即我们在Qualified平台上的虚拟形象。她实时回答问题,进行资格筛选(预算、线索生成与品牌宣传还是演讲嘉宾的区别、他们关注的竞争对手),并当场预约会议。
The results over the last year:
过去一年的成果:
- 3M sessions
- 17,000 conversations
- ~600 meetings for Annual
- A couple million in influenced and closed pipeline
- Real logos, including OpenRouter
- 300万次会话
- 17,000次对话
- ~600场年度会议
- 数百万美元的影响及已关闭的销售管道
- 真实客户Logo,包括OpenRouter
Some of those 17,000 were goofball conversations. Doesn’t matter. The conversion path is clear: they do their own discovery, they talk to the agent, they book their own meeting, they close. For a tech-centric buyer, that’s how they want to buy. And for AI-native sponsors specifically, seeing agents in the sales process is part of the evaluation. If you’re pitching yourself as one of the top AI events in the world and the buying experience is a PDF and a two-day email lag, they notice.
在17,000次对话中,有些是荒诞不经的闲聊。但这没关系。转化路径很清晰:他们自行完成需求调研,与AI代理交谈,自行预约会议,最终成交。对于以技术为导向的买家来说,这就是他们希望购买的方式。而对于专门面向AI原生赞助商的评估而言,看到AI代理参与销售流程本身就是评估的一部分。如果你将自己定位为全球顶级AI活动之一,但购买体验却是一份PDF文件和两天的邮件延迟,他们会注意到这一点。
Inbound door two: a tokenized prospectus that rewrites itself 10 minutes after you download it
第二扇自助服务门:一份在你下载后10分钟自动重写内容的代币化招股书
For a while we debated killing the self-serve path entirely. We didn’t, because a real share of buyers won’t talk to an avatar. They want the packages and the pricing, not a conversation, at least not yet.
有一段时间我们曾考虑完全取消自助服务路径。但我们没有这么做,因为相当一部分买家不愿与虚拟形象交谈。他们想要的是套餐和价格,而不是一场对话,至少目前还不是。
The old self-serve path was a download link to a Google Slides prospectus. It converted worse than Amelia AI for a year. Here’s what replaced it.
旧的自助服务路径是一个指向Google Slides招股书的下载链接。在过去一年里,它的转化率甚至不如Amelia AI。以下是替代方案。
- Step 1. Shorter form. On submit, they get a tokenized version of the prospectus on our site, unique to their company, not a static PDF.
- Step 2. Microsoft Clarity (10K picked it! we’d never heard of it) heat maps what they do on it. 10K picked Clarity as the vendor itself.
- Step 3. The agent waits 10 minutes. We landed on 10 because most self-serve visitors click off after 5 to 7, so 10 means the session is done and we have the full heat map.
- Step 4. The agent builds the narrative. It runs first-party signals first: have they hit the site, are they in an outbound sequence, have they seen our LinkedIn or X ads, are they on the newsletter, have they attended, have they spoken, have we written about them on SaaStr.com. Then competitors as the second-biggest signal. That takes 30 to 60 seconds.
- Step 5. It emails Amelia, Slacks her, drops the lead into a live dashboard queue, and writes it to Salesforce with the heat map and the custom link attached. That last part used to be a quarterly CSV upload.
- Step 6. She approves or edits the pitch. The email goes out from her, personalized. And the prospectus link they already have updates in place.
- 步骤1. 缩短表单。提交后,他们在我们的网站上获得一份针对其公司定制的代币化招股书版本,而非静态PDF。
- 步骤2. Microsoft Clarity(10K选择了它!我们以前从未听说过)对其行为生成热力图。10K直接选择了Clarity作为供应商本身。
- 步骤3. 代理等待10分钟。我们定为10分钟是因为大多数自助服务访客在5到7分钟后就会离开,所以10分钟意味着会话已结束,我们可以获取完整的热力图。
- 步骤 4。智能体构建叙事。它首先运行第一方信号:他们是否访问过网站,是否处于外发序列中,是否看过我们的 LinkedIn 或 X 广告,是否订阅了通讯,是否参加过活动,是否发表过演讲,我们是否在 SaaStr.com 上写过关于他们的文章。然后将竞争对手作为第二大信号。这一步需要 30 到 60 秒。
- 步骤 5。它给 Amelia 发邮件,在 Slack 上给她留言,将潜在客户放入实时仪表板队列,并将带有热力图和自定义链接的信息写入 Salesforce。最后这一步以前需要每季度上传一次 CSV 文件。
- 步骤 6。她批准或编辑推销话术。邮件由她发出,内容个性化。并且他们已有的招股书链接已更新到位。
That last piece is the one worth copying. The prospect downloaded something generic. Ten minutes later they go back to the same link and it says “Marlin, here’s why Base44 should be at SaaStr,” with their competitors and their recommended packages in it. Same URL, and now it’s a living document we can keep updating through the whole cycle.
最后这一点值得借鉴。潜在客户下载了一个通用资料。十分钟后,他们回到同一个链接,页面显示“Marlin,以下是 Base44 应该参加 SaaStr 的原因”,其中包含了他们的竞争对手和他们推荐的套餐。URL 相同,现在它是一个活文档,我们可以在整个周期内持续更新。
The Base44 example in the episode was a real lead from the day before. The heat map showed him on the package overview, briefly on Super Gold, mostly on Gold, then a long stretch on the contact form. He’d also self-reported Gold and Super Gold. The pitch the agent wrote led with their competitors who were at Annual and the public, non-proprietary result that Replit was top of the leaderboard as the number one sponsor.
节目中提到的 Base44 案例是前一天的真实线索。热力图显示他在套餐概览页停留,短暂浏览了 Super Gold 页面,主要在 Gold 页面停留,然后在联系表单页停留了很长时间。他还自行申报了 Gold 和 Super Gold。智能体撰写的推销话术以他们在年度大会上出现的竞争对手为开头,并引用了 Replit 作为头号赞助商在排行榜上排名第一这一公开、非专有结果。
He replied to say it was a great follow-up and it was fast, and booked for Friday.
他回复说这是一个很棒的跟进,速度很快,并预约了周五的时间。
We rebuilt Calendly in 20 minutes because the calendar was the last silo
我们在 20 分钟内重建了 Calendly,因为日历是最后一个数据孤岛
Before: David sent his Calendly, Amelia sent her Read AI link, two different tools, neither connected to anything.
之前:David 发送他的 Calendly 链接,Amelia 发送她的 Read AI 链接,两个不同的工具,均未与任何系统连接。
10K’s suggestion was to just build our own. It took the agent 20 minutes. Now the booking link carries the company name, the agent tracks whether they hit the page and didn’t book, and it ties back to the prospectus they were looking at. When someone opens the booker and bounces, the agent tells Amelia and offers to draft the next email.
10K 的建议是直接自建。智能体仅用了 20 分钟。现在预订链接会显示公司名称,智能体会追踪他们是否访问了页面但未预订,并将其与他们正在查看的招股书关联起来。当有人打开预订页面后离开时,智能体会通知 Amelia 并提供起草下一封邮件的建议。
Amelia’s first reaction was that it’s just a calendar, who cares whether it’s part of the flow. At 20 minutes of build time it was worth doing anyway, and it closed the last tracking gap in the funnel.
Amelia 的第一反应是这只是一个日历,谁在乎它是否是流程的一部分呢。不过,鉴于只需 20 分钟的构建时间,这样做还是值得的,并且它填补了漏斗中最后的追踪空白。
Routing is agent-decided too. Base44 got routed to Amelia rather than David because she owns Replit and Lovable, and the agent weighted that volume over David owning Vercel.
路由也是由智能体决定的。Base44 被分配给 Amelia 而不是 David,因为她负责 Replit 和 Lovable,而智能体赋予她负责的这部分流量权重高于 David 负责的 Vercel。
The renewal agent: different slides for the CEO than for the events team
续约代理:针对 CEO 和活动团队使用不同的幻灯片
The renewal agent is about a month old and it’s the reason renewals are 60% ahead.
续约代理上线约一个月,这也是续约进度领先 60% 的原因。
Two mechanics explain most of it. First, we now contact every renewal. We used to work top down and spend our time on the big accounts. Agents follow up with every customer at every ACV. Second, depth of context: anything worth reporting (leads, impressions, coverage) becomes a real-time or monthly touch instead of a conversation that only happens at re-up time.
其中两个机制解释了大部分原因。首先,我们现在联系每一位续约客户。过去我们采用自上而下的方式,将时间花在重点大客户上;而代理会在每个年度合同价值(ACV)节点跟进每一位客户。其次,上下文深度:任何值得报告的内容(线索、展示量、覆盖率)都会变成实时或每月的触达,而不是仅在续约时才进行的对话。
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力