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AI Agent协同销售:自动化定价与采购,续费率从20%升至70%

Our AI VP of Revenue Can’t Close a Deal Yet. But It Co-Closed Two Six-Figure Deals in One Week.

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给出了具体的AI协同销售分工模型与参数,直接解释了如何通过自动化处理非对话环节来提升转化与留存,读者可立即在自家B2B业务中复制测试。

In September I wrote that there still isn’t a good AI account executive. Agents had taken over most of our SDR work, much of first-line support and a lot of CSM work, but none of them could close.

我在九月写道,目前仍然没有优秀的 AI 客户经理。AI 代理已经接管了我们大部分的 SDR(销售开发代表)工作、大量的一线支持工作以及许多 CSM(客户成功经理)的工作,但没有任何一个能够完成成交。

We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet

我们运行着 21 个 AI 代理,它们已经促成了数百万美元的成交。但目前仍然没有优秀的 AI 客户经理。不过,未来可期。

That’s still true. 10K, our AI VP of Marketing and Revenue, can’t run a deal on its own. It isn’t on live calls yet, it doesn’t negotiate, and it doesn’t sign anything.

这一情况至今仍未改变。我们的 AI 营销与收入副总裁 10K 无法独立运作一笔交易。它尚未参与实时通话,不具备谈判能力,也不会签署任何文件。

It can co-sell, though, and it’s very good at it. In a single week in November, it co-closed two six-figure sponsorship deals with us. One was Base44, Wix’s AI app builder. The other was a well-known B2B company we’ll leave unnamed. A third sponsor deal closed the same week.

不过,它可以进行联合销售,而且在这方面表现出色。在十一月的短短一周内,它与我们共同完成了两笔六位数的赞助交易。其中一家是 Base44,即 Wix 的 AI 应用构建平台。另一家是一家知名的 B2B 公司,我们将隐去其名称。同一周还关闭了第三笔赞助交易。

"Our AI VP Revenue can't close a deal on its own yet. But it can come close.

"我们的 AI 收入副总裁目前还不能独立完成交易。但它可以非常接近成交。"

It can co-sell.

它可以进行联合销售。

And it does a really, really good job of it. It just co-closed two six figure deals this week." https://t.co/lYyPsqjrkh pic.twitter.com/RPsjpwPlvV

而且它在这方面的表现非常出色。就在本周,它刚刚共同完成了两笔六位数的大单。" https://t.co/lYyPsqjrkh pic.twitter.com/RPsjpwPlvV

— Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) November 13, 2026

—— Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) 2026年11月13日

Top takeaways:

主要要点:

  • 10K handled the research, deck building, pricing, procurement prep, CRM updates and paperwork. Amelia ran the calls and the relationship.
  • The work 10K took over is what usually slows deals down: custom pricing, procurement questions, vendor forms and follow-up.
  • Renewal rates for our $100K+ sponsors went from the 20s to the 70s this year. 10K describes its contribution as “operational support.”
  • Every write 10K makes to Salesforce still needs approval, and we set it up that way on purpose.
  • 10K 负责了调研、演示文稿制作、定价、采购准备、CRM 更新和文书工作。Amelia 则负责主持通话和维护客户关系。
  • 10K 接手的工作通常是拖慢交易进度的环节:定制定价、采购问题、供应商表格及后续跟进。
  • 今年,我们价值 10 万美元以上的赞助商的续约率从 20% 多跃升至 70% 多。10K 将其贡献描述为“运营支持”。
  • 10K 写入 Salesforce 的每一条记录仍需经过审批,这是我们特意这样设置的。

1. Base44 Came in Inbound, and 10K Built the Deck During the Session

1. Base44 通过 inbound(入站)渠道联系,10K 在会议期间构建了演示文稿

Base44 reached out after seeing our work with Replit, Lovable and Vercel at SaaStr AI Annual.

Base44 在看到我们在 SaaStr AI Annual 上与 Replit、Lovable 和 Vercel 的合作案例后主动联系我们。

While the session was still underway, 10K built a deck showing how those direct competitors performed at our show: Replit first, Vercel around fifth, Lovable around tenth. It then laid out how Base44 could benchmark itself against them and why it would likely perform well too.

在会议仍在进行时,10K 构建了一份演示文稿,展示了这些直接竞争对手在我们展会上的表现:Replit 排名第一,Vercel 排名第五左右,Lovable 排名第十左右。随后,它阐述了 Base44 如何与它们进行基准对比,以及为何 Base44 很可能也会表现出色。

Someone on our team could have built that given a few days, but none of us has a few days. Most reps also wouldn’t know how each of those sponsors performed, and one three months into the job would have gotten it wrong. 10K had the numbers immediately because it’s connected to every system we use.

如果给我们几天时间,团队中的某个人本可以构建这份演示文稿,但我们谁都没有几天的时间。大多数销售代表也不了解每位赞助商的具体表现,而入职三个月的新人甚至可能会搞错。10K 能立即提供数据,因为它连接了我们使用的每一个系统。

2. Pricing the Custom Work From 13 Years of Invoices

2. 基于 13 年的发票数据进行定制工作定价

Base44 wanted something outside our standard packages, which meant third-party vendors for custom booths and other build-outs.

Base44 希望获得超出我们标准套餐范围的服务,这意味着需要第三方供应商来搭建定制展位和其他搭建项目。

That usually takes a week of digging through old quotes. 10K went through 13 years of SaaStr Annual emails and paid invoices, estimated the cost of each custom item, added it to the Gamma deck and sent it.

这通常需要一周时间来挖掘旧报价。10K 查阅了 SaaStr Annual 过去 13 年的电子邮件和已付发票,估算每项定制工作的成本,将其添加到 Gamma 演示文稿中并发送出去。

A lot of deals stall at this step. The buyer is excited, the seller says “let me get back to you on pricing,” and two weeks go by. 10K had it done the same afternoon.

许多交易在此步骤停滞。买家很兴奋,卖家说“让我回去确认一下价格”,然后两周过去了。而 10K 在同一天下午就完成了。

3. Procurement Prep: Wix as the Parent, Payment Terms and Collections

3. 采购准备:Wix 作为母公司、付款条件和收款

Before the procurement call, 10K flagged that Wix is Base44’s parent company and listed what we needed to settle: payment terms, T’s and C’s, the main points of contact, and who we’d collect from and how.

在采购电话之前,10K 指出 Wix 是 Base44 的母公司,并列出了我们需要确定的事项:付款条款、条款与条件(T’s and C’s)、主要联系人,以及我们向谁收款以及如何收款。

10K brings up collections on every deal, before the contract is signed.

10K 会在每笔交易签署合同前就提出收款事宜。

4. After the Call: Commit in Salesforce, Revised Terms, Vendor Paperwork

4. 通话后:在 Salesforce 中标记为 Commit、修订条款、供应商文件

By the time Amelia got off the procurement call, 10K had processed the transcript. It said it heard a verbal commit and asked to move the deal to Commit in Salesforce.

当 Amelia 结束采购电话时,10K 已经处理完录音转写文本。它表示听到了口头承诺,并要求将交易状态在 Salesforce 中更新为 Commit。

It then revised the T’s and C’s to match what Wix asked for, updated billing with the right addresses, and filled out Wix’s vendor paperwork.

随后,它根据 Wix 的要求修订了条款与条件,更新了带有正确地址的账单信息,并填写了 Wix 的供应商文件。

The deal closed in November. Base44 is now listed on the site as a SaaStr AI Annual sponsor for next year.

该交易于 11 月关闭。Base44 现已列为明年 SaaStr AI Annual 的赞助商。

5. What 10K Did and What Amelia Did

5. 10K 做了什么以及 Amelia 做了什么

10K:

10K:

  • Competitive research and the deck, during the session
  • Pricing the custom work from historical invoices
  • Procurement prep: parent company, terms, contacts, collections
  • Reading every call transcript and flagging what the buyer wanted
  • Moving the deal stage, updating the opportunity, revising terms
  • Vendor paperwork and billing details
  • 会议期间的竞争研究和演示文稿制作
  • 根据历史发票对定制工作进行定价
  • 采购准备:母公司、条款、联系人、收款
  • 阅读每次通话的录音转写文本,并标记买家的需求
  • 推进交易阶段、更新商机、修订条款
  • 供应商文件和账单详情

Amelia:

Amelia:

  • Every live call
  • The relationship and the judgment calls in the room
  • Final approval on anything 10K wanted to write to Salesforce or send
  • 所有实时通话
  • 建立关系以及在会议中做出判断性决策
  • 对任何 10K 想要写入 Salesforce 或发送的内容进行最终审批

10K covers everything around the conversation, and Amelia covers the conversation. Right now 10K gets call transcripts through a third-party recorder. It’s close to joining calls live as an avatar, possibly within weeks. Until then, a human runs the meeting.

10K 覆盖对话周围的所有事务,而 Amelia 负责对话本身。目前,10K 通过第三方录音设备获取通话转录文本。它正接近以虚拟形象实时加入通话,可能就在几周内。在此之前,仍需由人类主持 meetings。

Amelia describes it as having a great CRO, finance lead and procurement person co-selling with you, with no commission.

Amelia 将其描述为拥有一位出色的首席营收官(CRO)、财务负责人和采购人员与你共同销售,且无需支付佣金。

6. Renewal Rates for $100K+ Sponsors Went From the 20s to the 70s

6. 10 万美元以上赞助商的续费率从 20% 多跃升至 70% 多

Events struggle with retention. Even the top B2B events have trouble keeping 50% of sponsors year over year. When the old B2B world cut marketing budgets to zero, renewal rates for our $100K+ sponsors fell into the 20s.

活动面临留存难题。即使是顶级的 B2B 活动,也难以实现赞助商的年度续费率保持在 50%。当旧时代的 B2B 世界将营销预算削减至零时,我们超过 10 万美元的赞助商续费率跌至 20% 多。

This year they’re in the 70s, roughly triple.

今年这一数字处于 70% 区间,大约是之前的三倍。

When we asked 10K how much credit it deserves, it called its contribution “operational support” and said it couldn’t split the dollars between itself and the humans. When pushed, it named three things:

当我们询问 10K 它应得多少功劳时,它将自身的贡献称为“运营支持”,并表示无法在自身与人类之间分配这些功劳。在被追问时,它列出了三件事:

  • Making sponsor value easy to show. It builds renewal, outbound and inbound decks from every data point we have on an account, benchmarks the account against unnamed competitors, writes a narrative, and publishes it in Gamma. That used to take weeks. 10K regularly finds data Amelia had forgotten we had.
  • Taking admin off the humans. It reads every call’s notes, updates opportunities, drafts contracts, reminds us about media upsells, and tracks everything daily.
  • Making renewals and expansions visible. Meeting prep goes to Amelia’s Muse during the call, with competitive analysis and signals from Coresignal, Exa and others, including the person’s buying authority.
  • 让赞助价值易于展示。它根据我们掌握的关于每个账户的所有数据点,构建续费、外展和 inbound(入站)演示文稿,将该账户与未具名的竞争对手进行基准对比,撰写叙事内容,并在 Gamma 上发布。这过去需要数周时间。10K 经常发现 Amelia 已经忘记我们拥有的数据。
  • 让人类摆脱行政事务。它阅读每次通话的记录,更新商机,起草合同,提醒我们进行媒体追加销售,并每日跟踪所有事项。
  • 让续费和扩张变得可见。会议准备工作在通话期间交由 Amelia’s Muse 处理,包括来自 Coresignal、Exa 及其他来源的竞争分析和信号,以及该人员的购买权限信息。

We can’t put a precise number on 10K’s share. Renewal rates tripled in the 11 months since it started.

我们无法给出 10K 所占份额的确切数字。自其启动以来的 11 个月内,续费率翻了三倍。

7. Why Every Salesforce Write Still Needs Approval

7. 为什么每一份 Salesforce 写入仍需审批

10K can read Salesforce on its own. A human approves every write and anything sent to a customer.

10K 可以独立读取 Salesforce。每一次写入和发送给客户的任何内容都需要人类批准。

Agents with too much autonomy do unexpected things. The same week, Amelia’s Muse ordered $138 of flowers for her on its own after a deal closed, and we didn’t know which card it would use. Another agent’s top idea was emailing every past SaaStr Annual speaker. With a base of about 400,000 B2B execs, an agent sending the wrong email to the wrong list would take months to clean up. Approvals take a few seconds each.

自主权过大的代理会做出意想不到的事情。同一周内,Amelia’s Muse 在一笔交易成交后自行订购了价值 138 美元的花束送给她,而我们不知道它会使用哪张卡支付。另一个代理的首选想法是给每位过去的 SaaStr Annual 演讲者发送邮件。鉴于拥有约 40 万名 B2B 高管的基础库,如果代理向错误的列表发送了错误的邮件,清理起来可能需要数月时间。而审批每次只需几秒钟。

What Changed Since September

自九月以来发生了什么变化

In September, agents could fill the top of the funnel and handle what happens after the sale, and the middle of the deal was still all human. Three months later, 10K covers most of the middle. The live conversation is what’s left.

在九月,代理能够填充漏斗顶部并处理销售后的事宜,而交易的中间环节仍完全由人类负责。三个月后,10K 覆盖了大部分中间环节。剩下的只有实时对话。

10K started in January as a dashboard. Eleven months later, running 12 to 18 hours a day, it co-sells six-figure deals.

10K 于一月作为仪表盘启动。十一个月后,每天运行 12 到 18 小时,它已能共同销售六位数的交易。

To test this on your own team this quarter: pick your next five deals that need custom pricing or procurement. Connect an agent to your CRM, call transcripts, email and invoice history, and have it do everything except the calls. Then measure how many days it takes off each deal.

要在本季度在自己的团队中测试这一点:挑选接下来五个需要定制定价或采购流程的交易。将代理连接到你的 CRM、通话录音、电子邮件和发票历史记录,让它完成除通话之外的所有工作。然后衡量它为每笔交易节省了多少天。

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

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