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Author: Zenoll | Apollo.io Certified Partner
Why Your Sales Automation Needs Human Checkpoints
100% sales automation almost always fails because it can't handle nuance. We provide a framework for a "cyborg" model with three critical checkpoints.
Where Automation Breaks
- Out-of-Office: Sequences that continue to fire while a prospect is away look tone-deaf.
- Wrong Person: Systems that don't recognize "talk to Jane" as a warm lead.
- Subtle Signals: Missing the moment a cold prospect starts repeatedly visiting your pricing page.
Your goal is to build a system where the automation creates high-leverage moments for a human to intervene.
Three Critical Checkpoints
- Pre-Sequence Sanity Check: Spot-checking lists for data errors before enrollment.
- Reply Triage: Humans understanding the true context of a reply to determine next steps.
- High-Intent Alert Review: Moving from automated email to human engagement when intent signals spike.
The Takeaway
Automation is an assistant, not a replacement. Build a system that leverages machine scale for prep work, but preserves human intelligence for the actual relationship.