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Looking Back: Season Wrap-Up with Jiaqi Pan and Rachel Ann Kreis

Ungated Conversations · 2024-07-25 · 43 min

0:00--:--

Key moments - from our scoring

Substance score

23 / 100

Five dimensions, 20 points each

Insight Density4 / 20
Originality3 / 20
Guest Caliber6 / 20
Specificity & Evidence5 / 20
Conversational Craft5 / 20

In this season wrap-up episode, co-hosts Jiaqi Pan and Rachel Ann Kreis from Landbot review the 15-episode season and extract lessons about AI adoption for revenue leaders. They highlight standout moments from guests including Alvaro from Pleo on segmented go-to-market strategies, Mafalda on AI coaching for sales onboarding versus copilot approaches, and Jeff Kirchik on authenticity as competitive advantage. The conversation reveals a consistent pattern: successful AI implementation isn't about forcing technology everywhere, but identifying specific inefficiencies in the customer journey - lead discovery, CRM analysis, outreach personalization - and deploying AI to solve those discrete problems. Both hosts emphasize that common challenges include experimentation fatigue, not knowing what's actually possible with current AI capabilities, and asking the right questions of AI tools. They stress that most organizations are still in exploration mode, testing where AI adds genuine value rather than assuming it improves all functions. The episode underscores Landbot's philosophy: stay focused on a specific use case, maintain ethical standards through diverse teams, keep implementations simple, and avoid falling in love with technology before solving the underlying business problem.

Key takeaways

  • →Success with AI requires identifying specific inefficiencies in your customer journey first, then deploying AI to solve those discrete problems, rather than forcing technology everywhere.
  • →Most revenue teams are still in exploration mode experimenting with AI; the key is testing objectively through A/B tests and iterating based on results rather than assuming AI improves all functions.
  • →Sticking to a focused use case and becoming best-in-class at that vertical - as Mafalda demonstrated with AI sales coaching - yields better outcomes than trying to apply AI across every sales function.
  • →Asking the right questions of AI tools takes practice and curiosity; most users don't fully understand what they can request, and only about 7% of people actively use AI solutions regularly.
  • →Pairing AI with human expertise - like using AI for pre-meeting discovery to give sales reps deeper context - improves both efficiency and conversation quality by enabling more authentic, informed discussions.

Guests

Jiaqi PanRachel Ann Kreis

Topics in this episode

ChatGPTgo-to-market strategyLead generationPrompt engineeringConversational AIPleoCRM data analysisAI sales coachingLandbotSales pipeline efficiency

Questions this episode answers

How did Pleo structure their sales organization to handle different customer segments efficiently?

Pleo separated teams by customer segment, with smaller customers handled through automated, low-touch processes and enterprise deals receiving high-touch, relationship-based approaches from account executives.

What is the difference between using AI as a copilot versus an AI coach in sales?

A copilot helps sales reps write emails or content quickly, while an AI coach provides specific recommendations and guidance on sales onboarding and executing go-to-market playbooks.

Where did Landbot discover AI actually adds value versus where it doesn't?

Landbot found AI didn't reliably increase lead generation conversion rates but excelled at pre-discovery conversations and gathering customer insights to prepare sales teams for demos.

What percentage of people are actively using AI tools today?

Only about 7% of people actively use AI solutions regularly, meaning most of the population is not yet engaged with AI tools.

How can revenue leaders identify where AI should be implemented in their sales process?

Start by identifying a specific inefficiency or pain point in your customer journey, then objectively test AI's impact through A/B testing before scaling, rather than assuming AI improves all functions.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

4 / 20

The episode is a season wrap-up dominated by personal banter (mosquito bites, pasta noodles, a pet gecko) and shallow summaries of other episodes' guests rather than generating any original insight itself. The only semi-substantive segment is the ChatGPT country-selection use case, which is practical but brief and unexplored.

I think most of them mentioned like they were in the beginning, just testing and struggling to know what is the best way to use AI.
don't fall in love with the technology, but really think first what is the problem you're trying to solve

Originality

3 / 20

Every takeaway cited is a well-worn platitude recycled from generic AI discourse: 'keep it simple stupid,' 'authenticity is the only way,' 'find your niche.' There is no contrarian or first-principles thinking anywhere in the episode.

Keep it simple stupid. I think that a lot of times, especially when we're thinking about chatbots in general
authenticity being the only way to go

Guest Caliber

6 / 20

There are no external guests - this is an internal wrap-up between the two hosts. Jiaqi Pan is a co-founder/CEO of Landbot, which carries some practitioner credibility, but Rachel's role appears to be marketing-side. The caliber bar is low for a pure host-recap format.

Welcome to episode 15, listeners. This is the wrap up episode for the season.
we're your co hosts and Jackie Pan and Rachel Ankreis from Landbot, the AI Chatbot generator

Specificity & Evidence

5 / 20

The one concrete moment is the ChatGPT-assisted paid-ad country selection (25 countries narrowed to 5: US, Mexico, France, UK, Germany; informed by LTV, CAC, and conversion data), but no actual numbers or outcomes are shared. Everything else is vague reference to prior episodes without figures or named results.

we had an Excel that had the conversion data, active customers, LTV and CAC as well
it suggested. I think US, uh, Brazil, Germany, France and maybe UK

Conversational Craft

5 / 20

Questions are entirely generic and retrospective ('What were some of the most impactful insights? Did anything stick out to you?'), with no probing, no pushback, and no follow-up that extracts anything beyond surface-level reflection. Large portions of the episode drift into unrelated personal anecdotes.

What were some of the most impactful insights or moments from our discussions with guests this season? Did anything stick out to you?
how do you think AI has helped revenue leaders be more efficient when it comes to managing their pipelines?

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker A60%
  • Speaker B40%

Most-used words

jackie31episode14trying14questions14help13first13remember12sales11gecko11segment10guests10case10countries10conversations9question9revenue8

Episode notes

For this season finale of Ungated Conversations, hosts Rachel Ann Kreis and Jiaqi Pan recap some key takeaways from their conversations with this season’s guests, as well as other memorable moments and anecdotes. Jiaqi and Rachel also reflect on the experience of hosting the podcast this season - and they participate in the listener-favorite “AI Rewind” segment in which they recount interesting and exciting ways they’ve been using AI lately. Join us as we discuss: The importance of small scope, simplicity, and authenticity in AI-powered chatbots. How AI can help revenue leaders streamline pipelines by automating specific stages The need for diverse teams in the design and implementation of AI Knowing what’s possible for AI and staying updated on the most recent developments

Full transcript

43 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: You're listening to Ungated Conversations, a podcast from the team at Lambot. This is a show for revenue leaders who want to generate high quality leads, close more deals and retain customers, all at a lower cost. We'll talk about how you can do just that by delivering conversational experiences at, uh, scale with the help of AI. If you're looking to elevate your interactions with leads and customers by turning everyday conversations into revenue driving outcomes, the real life experiences and insights you're about to hear will surely help you excel in your journey. Welcome to Ungated Conversations. Hello revenue leaders and friends, and welcome to Ungated Conversations. We're your co hosts and Jackie Pan and Rachel Ankreis from Landbot, the AI Chatbot generator. Hi, Jackie.

Speaker B: Hi, everyone.

Speaker A: So you were in Mexico. You just got back when? Yesterday, Day before yesterday.

Speaker B: I got back yesterday. Yeah. It was like a long trip. Took me seven, no, sorry, ten days out and I mess, Uh, I missed the whole Spanish and uh, I would say the civilization world. I was in a very, you know, natural and very kind of like a, uh, salvage environment. So, uh, I miss here a lot.

Speaker A: Yeah. Okay. So you and Chris have used the same word because I go, I asked him, uh, the other co founder who was on our co founders edition episode, I asked him, I said, I go, how is Mexico? And he goes, salvaje. Wild.

Speaker B: Right? Right. It is very, very wild. The thing is, we went there thinking that we were just going to some nice beach and, you know, very lovely place, but we end up in an area where it's a lot of, um, trees, a lot of insect mosquitoes, a lot of these kind of unusual things that it's not in our usual environment and we're not prepared for that. I think it was so hard for us. But, uh, in the end we survived that what matters most?

Speaker A: Not enough insect repellent. I remember because we spoke while you came and did your CEO tour for the marketing team last week on Tuesday. And when you connect, I see this big red bump on your head. I didn't want to say it to the team, but I'm like, something has happened bit Jackie. Something bit Jackie. Uh, so I guess it was a mosquito. And you have sweet blood.

Speaker B: I mean, you only see it on my face, but you should see my legs and my arms. It's so horrible. I mean, those mosquitoes is like so aggressive. Like they're eating me alive. I'm kind of like a, ah, human buffet for them.

Speaker A: Yes. Uh, yeah. What I told you, like my mom says it just means that you're really sweet. So it's good thing. It's a good thing to be seen, Jackie.

Speaker B: Good thing for them, I guess.

Speaker A: All right, so welcome to episode 15, listeners. This is the wrap up episode for the season. So Jackie and I both are going to take a well deserved break and I'll be heading to California myself to spend some time with, with my family as I live in Madrid. So I'm very excited about that. Jackie, do you have any summer plans?

Speaker B: Yeah, probably. We'll go to Alicante where my parents is and spend, uh, some time with them. And it's like lovely city, a lot of, uh, you know, peach and different places to visit. So very excited about that as well.

Speaker A: I love Alicante, actually. My mom and I went there. I want to say it was like eight years ago. She came to visit and we did a, uh, girls trip to Alicante and we went snorkeling there. I wouldn't say that it was the best snorkeling spot because the water was definitely mucky. So you couldn't see that.

Speaker B: You couldn't see anything.

Speaker A: No, but I have fond memories of Alicante and, uh, firua. Do you like firua?

Speaker B: Yeah, I love it. It's kind of like paella. Uh, right, but with pasta.

Speaker A: Yes, yes. So then this is the important question. Thick noodles or thin noodles? Because I'm going to judge you based on your answer.

Speaker B: What do you mean, thick or thin? Uh, Ah, I see. Probably. Probably thick.

Speaker A: No, the answer is thin.

Speaker B: Oh.

Speaker A: So listeners, if you ever go, you ever go dalicante, don't follow Jackie's advice. Get the fridois, which is like paella with noodles. Um, but the thin ones are definitely better. It's an ongoing debate amongst anyone who lives in Spain.

Speaker B: I mean, I would say they are both great. Okay, so you just choose whatever you prefer.

Speaker A: Yeah, but the thin noodles, it's just like, because you get the same amount, it's just each one is thinner and has more flavor as opposed to the thicker ones, which don't absorb as much flavor as the thin ones. So this. Anyway, this is my theory. I could be wrong. Any Spanish person is definitely welcome to correct me here. All right, so for this episode, we're going to talk about what we learned this season when it comes to AI and revenue management. And also, listeners, stick around for the AI rewind segment at the end. As you guys remember, the draft segment has officially been removed and will probably never come back. Not even, I know, not even in the upcoming seasons. I'm gonna have to think of something else.

Speaker B: So sad about that.

Speaker A: I can, I can definitely see it in your face. You definitely seem very upset and distraught over the removal of this segment. All right Jackie, so first question. What were some of the most impactful insights or moments from our discussions with guests this season? Did anything stick out to you?

Speaker B: Yeah, I think with each of the guests there was always something new and something quite unique that I took from them. But there are definitely a few of them that I think was quite surprising and I think even very useful for ourselves. Right. I remember when we were talking with uh, Alvaro uh, from Pleo and he started sharing a bit the sales structure they have where they separate the teams uh for different segment of customers and then how each segment has a unique go to market strategy. For the most smaller ones it's very automated and very low touches. Whereas with the bigger customers, those enterprise deals that they have a lot of uh, human touches and it's mostly albom based. Um, so I think that I think resonant quite a lot with some of the belief I have but a lot of the things uh, we didn't have it so clear but I think after seeing how they have applied it becomes easier maybe for us to also design our own. Another interesting conversation was uh, uh, with Mafalda where she started explaining how they designed their AI solution. Right. They had a very unique approach where they tried to build an AI solution as a uh, coach. Right. To help sales reps. Instead of just you know, providing it as a uh, copilot solution to you know, help sales reps to write emails or write content, they are going from a different angle and having the AI solution acting. Right uh, as a coach to provide specific recommendations. Um, and I think that is also something that resonates quite a lot with our approach where we were not trying to be a copilot but rather having the AI as an assistant and providing solutions in specific part of the journey where we think uh, it doesn't uh, take a human or it doesn't worth doing those manual works and it's better to automate it with uh, with the AI solution and their way of positioning themselves, leveraging the customer interviews, leveraging some of the words or some of the you know, feedback that the customer. Right. Share with them the discovery calls. Right. I mean that is uh, a lot of the things we are also thinking and uh, seeing other people doing it I think reconfirmed that our you know, strategy and the direction we were moving was great. So I think those two uh, struck

Speaker A: out for me Okay, I agree with you on that. I also really liked when we spoke with Mafalda where we got into the conversation about sticking to your use case. Um, this will come up later again, because I've had some thoughts about, like, what are the challenges with AI and the rest, but her response was perfect in the sense that, okay, so this is our niche, this is our vertical. We're going to be the best at this vertical. Um, we're focused here. There's so many things you can do with AI, but we're 100% focused on AI as a sales coach for onboarding. Uh, and that's it. You know what I mean? And so keeping the scope small is what is allowing them to become masters of the trade, which I think a lot of times, especially with a new technology and with AI in general. Right. Not that it's new. Okay, listeners, we know that it's existed for a long time, but it is now democratized is what I'm saying. And so it's, uh, readily available to anyone. It's really easy to get lost in the shuffle. Right. And, and the fact that they are so focused really stood out to me. Uh, another person for me who also stood out was our very first guest, which was Jeff Kirchik, where he talks about authenticity being the only way to go. Uh, I do think that a lot of times, and especially now with the fear that AI is going to replace my job, how do I stand out, how do I maintain my competitive advantage? And it is really about leaning into who you are as a person and your authenticity. Uh, not everyone sells the same, not everyone does anything the same. Right. But it's about having a strong sense of self. You can have a competitive advantage. And so for me, that also really stuck out. And then the last one was, uh, with Hans Van Dam. Keep it simple stupid. I think that a lot of times, especially when we're thinking about chatbots in general and AI chatbots or linear chatbots, whichever one you choose. Having too, having m it do too many things, so it doesn't do the original thing it was supposed to do. It's such a simple concept, but oftentimes I think that we run off and we end up doing so many different things that we end up doing nothing. And I think that, you know, sticking to the principles of keep it simple stupid also really stuck out to me. And then the last one is the co founders episode, the story of the guy lost in the mountains, uh, where he was writing you guys on WhatsApp. I still, when I listen to that episode from time to time, it makes me laugh, uh, just hearing about the land bot origin stories. So those are the ones. Yes. And now we have 15 episodes under our belt. Jackie, look at us. We're pros. I think that we've. Anyway, that's another question. We'll get to that. All right, so moving on, uh, how do you think AI has helped revenue leaders be more efficient when it comes to managing their pipelines? What have our guests told us, or anything that stuck out to you, uh, in regards to efficiency and AI?

Speaker B: Yeah, quite interesting question. I think our guests have shared a very different opinions, but what, uh, I think is common is that they each have identified a specific stage or specific stages of their customer journey where they think there is some sort of, uh, opportunity in efficiency for the AI to provide value. Right. For example, someone, uh, was using AI to write some of those, uh, outreach messages. Right. And it helped them to engage those customers in a more not personalized, but relevant way. Right. Uh, in a more higher scale, like if you have to write everything humanly well, it might take you more time, but, uh, AI can help you to adapt to those much faster. And then, uh, we also saw people using AI as a sales coach, right. Uh, to onboard those new reps when they are starting. We also were seeing, uh, someone using AI to analyze your CRM data and then help you to detect what, uh, lead is, uh, more interesting for you to engage with. I think that was the case in pipedrive. What are the deals that you should focus more time on, what type of leads you should forget and kind of deprivalize? Um, and even in our own case, right, we are using AI to generate leads to help us to do pre meeting discoveries and then getting more insight from those leads so we can later on go to those, uh, discovery calls and do those demos in a more efficient way. So I think it's really about understanding where you have an inefficiency and you want to leverage this automated, you know, conversational interaction with the customer to get more insight and then enable you to perform better.

Speaker A: Yeah, I completely agree. So my two were, of course, our own AI and the discovery process. I think that, uh, having that extra bit of information and context has, it makes a huge difference. Right. Because it really frames the narrative of the conversation that you're going to have with the prospect and knowledge is power. And having that part within our sales process to where our sales team gets extra context, extra information to help them to better prepare for the meeting. Because again, they have so many meetings and it's hard to prepare for them all. And just having this extra bit of help from our AI sales rep, uh, I think has really made the difference in terms of efficiency, but not only that, having more authentic conversations. So like Jeff always talks about, right. Authenticity, but knowing more and being able to have a conversation around what the actual pain points are, what their challenges are, um, what they're looking to achieve with our, uh, chatbots in general. I think that it really changes the outcome of the conversation. And so for me, that was my first one and the second one was the onboarding processes with, with Mafalda, with the AI sales coach. To me, I think that it's incredible. Now I'm really excited to see because again, this is only for phone calls as of now, but when we're talking about the future of AI and the ability eventually, right, to be able to make sure that whether it's email, whether it's a phone call, whether it's a LinkedIn message, um, that the go to market playbook is being respected. That to me, uh, is a whole new world. So I'm really excited to see the direction, uh, that they'll take as time progresses.

Speaker B: I think here one thing to add is that it's not only about the efficiency but also the quality of the work you can do. Right. Uh, so the AI can give you efficiency, but it can also give you more insight and give you more data that might require you too much time on the human side to require to get. And with all that level of insight, you can end up making better decisions, end up just performing much better.

Speaker A: True. It's not just about efficiency or productivity. It's about because you have the extra time or because you have that deeper analysis. You can therefore have more quality outputs and more quality types of conversations, which in sales makes the whole difference. So I agree with you on that. Moving on. So what were some of the common challenges that we uncovered when it comes to implementing AI for revenue management? What were some things that maybe our guests have pointed out or identified, uh, that may have struck a chord with you?

Speaker B: Yeah, I think most of them mentioned like they were in the beginning, just testing and struggling to know what is the best way to use AI. So I think generally speaking, everybody right now is in exploration stage where we are trying to figure out what really makes sense to use AI for. Right. And once you have done that, you can move to the exploitation stage where you can try to optimize the use case you have found and then try to scale that. But I think most People are just trying to trial and error and then figure out, hey, if this is really providing value. We have done this, uh, ourselves with a lot of a B test. We work in the beginning using AI in some of our Legion bots and we saw that by using AI in lead generation, sometimes it doesn't necessarily increase the conversion rate, you can even decrease that. Right? So that's where we end up just uh, putting the linear flow back to the Legion flows. But we then started complementing that with the AI part so we can get those pre discovery quotations conversations. Uh, and I think it's about that, right? Don't fall in love with the technology, but really think first what is the problem you're trying to solve, right? And then be just as uh, objective as uh, you can about how to experiment with it and then seeing the results, making the decision iterate based on that.

Speaker A: I totally agree with that. I think, uh, finding where AI complements the sales cycle is really important. Like you just said, you know, we thought, oh yeah, it'd be great to generate leads. And we discovered that, you know, maybe AI is not the best for generating leads, but it's really great for discovery. There are other points in the process where AI can also help you. And so it's about not flow forcing it to fit where you want it to fit, but rather like you said, trying to solve a problem first and then seeing how AI can assist you in that. I agree with that. Uh, for me, some of the challenges that I also heard from some of our guests were one, ethics and AI. Uh, and I remember Hans was saying that it really just starts with the team, right? Because not everyone has the resources to have, you know, AI ethics, uh, unless you're a large corporation. But within startup Landia, which is the ecosystem where we vibe, uh, that's not always the case, right? So it starts with having a diverse team, making sure that people are also in the right mindset when they're designing these types of AI chatbots, right? Because that makes all the difference. And then the second challenge, you also highlighted this as well, is sticking to the one thing, right? So figuring out what is the pain point you're trying to solve. Again, I mentioned this earlier, but this was fascinating to me when Mafalda said it because it was like, it seems like such a no brainer, but again, not falling in love with the technology and trying to make it fit everywhere and thinking that it's going to replace everything, but rather using it as a compliment to solve the problem that you're trying to solve. So for me, those were the greatest challenges.

Speaker B: Another challenge I think, um, people mentioned is not knowing, you know, what is possible and then how to, you know, adapt uh, the technology because it's evolving so fast, right? Like something that was, you know, not good enough yesterday probably have already changed today. And these things is moving so fast. Like you can see, you know, how ChatGPT now can already handle real time conversations with human voice, right? And so there's so much things going on that sometimes it can even get overwhelmed. Like for revenue leaders to understand, hey, what is really the things that we can do today, uh, is the use case what uh, we are thinking even possible or not, and how do we adapt that, uh, to our own kind of situation, right? So I think all that also becomes a little bit of challenge. And luckily we have a lot of the guests who have done a lot of experimentation and then shared their practical advice with, with our audience. Uh, and therefore we can see from their angle like what really is working. And then how can the rest of us, uh, you know, take advantage of that?

Speaker A: I didn't tell you this, but the other day, so I have a lizard that I had that lives on my balcony and uh, I pretty sure I'm like, is this the same lizard? Right? And I have seen this lizard for the past three years. I took a picture of it and I uploaded it to Chat GPT and I asked, how long do these lizards live for? It gave me the name. It is a gecko. So it's like if, if you were from the US you would get the, the Geico gecko joke. But anyway, his name is now the Geico Gecko. It's about car insurance. But anyway, it's like this gecko that like they've used as like their, this, their ambassador, their brand ambassador and they do a bunch of ads with like this gecko selling you car insurance. But anyway, I uploaded it to ChatGPT, told me it was a gecko. It said they live five to 10 years. And so I am certain that this gecko is.

Speaker B: There's like a 99% chance, right?

Speaker A: I am 100% sure. Like no, 99%. And so this is my pet. This gecko is my pet and he likes me. And he comes out at night sometimes and I see him and I just watched him grow because I remember when he was a little baby. But anyway, moral of the story, I did all of this with ChatGPT. I said, how long do these lizards live for? I uploaded the photo, it knew it was a gecko. It told me how long and I was just amazed. And this was a uh, chat GPT4.0.

Speaker B: So yes, I thought the AI rewind thing is for later but nice use case.

Speaker A: Yes, that is an AI rewind. But it was like for me it blew my mind, uh, that it knew the type of lizard it was and how long it lives. And I was like, oh my God. Just from a photo. Uh, so yes. Do you remember when you told me this um, about your father in law and that you asked. He was uploading so I did it myself with, with a gecko. So with a photo of a gecko.

Speaker B: I mean the photo taking and then interpreting what is uh, you know, on the photo. That's so amazing that use case you can do so much things.

Speaker A: It was insane. And I. Anyway, so I have a pet now and it's the same one and I know it's him. Um, so yes. And then another challenge I think that I've come to realize is that, that people don't know how to ask the right questions.

Speaker B: The prompt thing, you think?

Speaker A: I think that over time we have learned how to ask the right questions. But again this has been in the last year or so. But in the beginning, you know, when you're writing a prompt you don't really know what you can ask and so you try different things. And so it's just about drilling down and asking the right questions. And I think that a lot of people still struggle with that in general. I was just speaking to my friend about this because she was asking about uh, she's developing like a strategy for her marketing campaign and I was teaching her. We, I gave her a class, Jackie. I gave someone a class on how to ask ChatGPT.

Speaker B: Oh, congrats. Uh, you are becoming a master of yourself.

Speaker A: I am. And she said, she goes, I didn't even know I could ask these questions like you really can.

Speaker B: Yeah, I think average people, they don't really know a lot of those things we are discussing here. There's so much ah, you know, lack of information going on. We think everybody should be an AI expert at this point. But uh, the other day I saw the stats like only 7% of people, they're actively using AI solutions while the majority of the people, they, they don't even use it, you know, uh, so often. So I mean we are very living in the on the edge right now.

Speaker A: This is the first time I've ever been an early adopter, Jackie, just so you know. So this makes me really pleased that you're saying this because it never happens. I'm always like the one who just waits and I wait and I wait and, you know, it took me a while, but then when I had my aha, uh-huh moment with Notion AI, I went down a rabbit hole.

Speaker B: That's a good thing of, uh, being a land border. That's part of our culture value, remember adaptability.

Speaker A: Yeah. But I don't know, sometimes with, you know, like you said, there's like a new technology out every day and sometimes it's hard to stay on top of it or know which to try or know where to go, which direction. I think that for me it's been just a lot of just being curious, I think, uh, and keep asking questions until you figure out, like, what are the questions, uh, that you can ask and how do you get the result that you're looking for. Right. And don't give up. Like, you have to be really insistent, ah, until you finally get the answer. Um, we'll talk about that in our AI Rewind segment. Because, you know, the story.

Speaker B: Yeah, I know, I know. It's like a shared story, right?

Speaker A: Yes, it's a perfect story story for ending the season. All right, so moving on to the last question, Jackie, of our season wrap up, what personal learnings have you gained from this experience? Co hosting with me?

Speaker B: I think the biggest one is how much preparation it take to do a, uh, good, uh, podcast.

Speaker A: Right.

Speaker B: Because I have done podcasts by myself, uh, as the host in the past, and seeing you doing it well or doing it together with you. Right. I now realize how much, uh, work it goes into preparing everything behind the scene, all the research about the guests, all the questions we have come up prepared beforehand, uh, and how much coordination is taking from both of us, uh, to do this well in a more natural way. Uh, we have definitely come along, but there's so much that we can improve still. So, uh, overall I think you are doing an amazing job as, ah, a host. And, uh, I want to congratulate you for all the effort and all the progress you have done here. Uh, it's amazing seeing you evolving from episode one one to where you are now. I think you are like a completely different version.

Speaker A: I was terrified on episode one.

Speaker B: All of us are terrified. Right. I think it's like our first experience as co host, uh, your first experience even in a podcast. Right. But I think we, we have adapted and um, we have become much better in, in so many areas. But that's, I think the biggest learning from me. Like, to do anything well, you have to Take the time and do the actual work. Uh, unless you, uh, don't care about it and you just want to do something, you know, that doesn't, you know, you. You might not be proud of, which is something I think you are doing great.

Speaker A: Thank you. Well, that. That was really nice. I wasn't expecting that answer, but thanks, Jackie. Uh, yeah, you know, it's. It's been a. For me, it's been a huge. It's been a learning experience, I guess. And I think the thing that I've learned the most is how to let go and just be myself more. Because, you know me. Like, again, you just said it. Like, I like to prepare for everything. I like to script things. And, like, if you say this, I'm gonna say this, and then I'm gonna say that, and then they're gonna say that, and I like to plan for all possible outcomes. I remember the very first episode where, you know, I would write the question, and then I would write my answer to the question, and then, like, what your answer was going to be and then the next question, and, like, you know what I mean? And that. And that actually took away from the authenticity of the podcast, because if you hear the first episode and you hear now this episode, it's. I don't know, it's a 180, you know, because I have learned to let go now and ask the questions and also listen more. Because if I'm preparing for the answer that you're going to give, then I'm not listening actively the way that I should. And that also impacts the. The fluidity of the conversation and. And whether it's organic or not. So for me, I think this podcast. And again, I was talking to my dad about it, and he goes, if you have the ability to sit there and listen to yourself and all the mistakes that you might be making and trying to correct them and trying to improve, he goes, hardly anyone ever does that, right? He goes, it really. The time it takes to, like, edit an episode, to listen to it, to see or hear yourself over and over make the same mistakes, and then trying to correct them, it's just really going against your own nature, right? And so I think throughout this process, I have also grown in the way that I listen, in the way that I speak, in letting things be not as controlled or perfect, and. And like. And I've learned so much from the guests. And so, yeah, I'm just really grateful to everyone who's come on the show and. And what it's meant to me, both personally and professionally. And my growth. All right, so let's go ahead and move on to our AI Rewind segment. And so this is the last segment before we close out. And the question is, Jackie, did we do anything cool with AI last week?

Speaker B: Well, I think so, but maybe you can be the one sharing then.

Speaker A: All right, so this story is fitting. Uh, the reason why is because Jackie and I did it together. So Jackie tasked me with doing our, like a country spot split. So we're working with an agency for, um, paid ads. And what we needed to decide was which countries we wanted to dedicate our budget to. And so we had an Excel that had the conversion data, active customers, LTV and CAC as well. And what we did was I slacked Jackie and I said, hey Jackie, maybe we could use use ChatGPT to help us determine uploading this CSV or this Excel into ChatGPT and determine which out of these 25 countries, based on all these data, should we choose to select five countries where we would dedicate our budget for paid ads. So then Jackie thought that that seemed like a great idea. And so then Jackie, do when I can take with how we did this because we use both CLAUDE and chatgpt to do so.

Speaker B: Yeah, I think the mechanic is the same whether you use Claude or ChatGPT, uh, which in our case is CJ, by the way. So what we did is first we upload the. So we, we have this CSV file with all the countries, uh, split by the conversion rate, the average ticket value, and then the lifetime value. So we can see what is the unique economics per each country. Uh, and then what we did is, uh, we start prompting, we ask the AI out of the five out of all the countries, we want to select the top five for us to invest in paid ads. Uh, but before doing the recommendation that the system need to ask us a few questions, we were, uh, you know, saying, like, ask the top three questions that we need to answer for. It has to have enough context then to come up with the suggestion. I mean, this is the part where I usually tend to start with, because in that way, even if you don't know exactly what is the context you want to fit to the AI, the AI will help you to figure that out, right? I think then it end up just asking us, uh, hey, what is the main goal for these campaigns? Are you trying to maximize your kind of new customer acquisition or are you trying to getting healthier customers with longer life cycles, uh, with longer lifetime value, um, and some other options? Right. Then after answering those questions, it come up with initial, uh, version which I think is probably already 80% accurate like it suggested. I think US, uh, Brazil, Germany, France and maybe UK. Yes. Uh, and then we were saying, hey, out of those, we like most of them, but we want to do a few iteration because Brazil is not the market we want, we want to adjust it to another one. We end up choosing Mexico and then instead of, I think we switch Germany to France because France is uh, a target market where we have pretty good, uh, you know, presence already. And with that I think it end up generating the final version. Right. Uh, and with the final version we can just basically copy paste it and share it with the team.

Speaker A: And we asked for Mexico as well because we wanted uh, an experimental market where we have high conversion but CPC is cheaper. So Jackie, also one thing that we did as well, which we added to the analysis is based on the countries that it gave us. We asked it for the average CPC for those particular countries and then from there what I did was after it gave us the countries and we nailed it down, I said, this is my budget that I have for the month based on this budget and this CPC data. How should I allocate the budget per country? And so that was the last part of the analysis that I didn't do this with you, Jackie, but I showed it to you later and so I complimented that. And now we have our five countries. We have the budget that is being allocated to each one of those countries based on conversion data. And like Jackie said, uh, LTV and CAC and active customers, all of those things. And now we have the direction of where we're going, uh, for our PPC campaigns. So that was amazing and it was something that Jackie and I did together. And so I thought that this would be a really nice closing AI rewind segment.

Speaker B: I mean it's such a good use case, uh, and I'm even thinking about doing it more often with other members because I think individually alone doing that probably would take us like at least one hour, if not more, right, to come up with some of those segmentations and reviewing all the data. But then even after that we probably have to uh, have some sort of group discussion and then me sharing my view and you sharing your view and then each uh, of us trying to convince, uh, the other, um, whereas us doing that together and having probably same criteria like, hey, let's end up choosing the segment that would allow us to have the healthiest customer and grow the fastest. Uh, right. And then each of us could see what are really the Main criteria we want to, ah, have to prioritize those segments, uh, end up, I think, just helping both of us understanding each other much, ah, faster. And because the solution, or the final proposal was made by the AI, we didn't feel so kind of, uh, personally attached to it, so we can easily accept it. Right. So I feel like this is, uh, something, uh, that we might want to try more often.

Speaker A: Yeah. And it was also fun.

Speaker B: It was. It was very fun together.

Speaker A: And then afterwards, I said, jackie, uh, send me this prompt, because also, Jackie asks a lot of great questions. And again, what I was saying, one of the challenges that people have with AI is they don't know the questions that they can ask. And so I've learned a lot from you in this process as well, is how. How you ask questions and doing that exercise together. Uh, I learned a lot. But also, it was fun. And like you said, we're not emotionally tied to the outcome because we did it together. And then also, you have the AI as more of an objective perspective, I guess. Uh, at the end of it all

Speaker B: feels like, uh, we have a third member. Right. Involved in all that, who is doing all the dirty work, where we are there. Just brainstorming.

Speaker A: We've got our cj, our intern, who's unpaid. Well, well, he's not unpaid.

Speaker B: He is paid. He's paid. He's very, uh, underpaid, what he's doing for us.

Speaker A: That's very true. So. So, yeah. And then also, you know, hey, if we ever get into a disagreement, Jackie, we're just gonna hammer it out with cj. He's the objective party that will help us solve whatever challenges that may arise. So. Yes. Uh, but it was. It was great to do that with you.

Speaker B: CJ's so amazing.

Speaker A: M. CJ's the best.

Speaker B: He is.

Speaker A: Yeah. It's true. We don't face. Don't tell open AI that CJ gets paid enough. All right? CJ's fine. It's not hard for CJ. Okay? So he gets. He's well paid. All right, so with that, it is time to close out episode 15. Jackie, it's been really incredible to host this season with you.

Speaker B: Uh, I want to say the same to you. It's been a pleasure, and I want to do this, uh, more often. So, uh, let's see what we'll do the next season.

Speaker A: Yeah, we'll be coming back in the next months with a bit of a different direction, I would say. Say. But stay tuned. I'm, um, not leaving our AI Chatbot ecosystem, but Maybe headed somewhere else. A little bit of a slight left, I guess I would say. And always thanks to our listeners, please remember to rate, review, and subscribe. And if you have any ideas for guest topics that you'd like to have covered or you just want to say hi, send us an email at ungatedamba IO Several people have also already emailed us with some potential guests, so we might be having them on next season. So I will. I will get back to them. And thank you guys for getting in touch. Listeners. And Jackie, are, uh, we gonna try our tagline again? And do you want to try it together this time to close out?

Speaker B: Right. So what do we do? Uh, me in the middle and you like the first two? The first and the end.

Speaker A: No, no, we're gonna. We're gonna do the whole thing, and I'm gonna count. So we just. To close it out. We're gonna. We're gonna try it. Ah.

Speaker B: Uh, the count system, I mean. Okay, I'm so used to the other one. It's so much easier.

Speaker A: No, but come on. It's.

Speaker B: All right. All right, I'll. I'll try.

Speaker A: All right. Remember,

Speaker B: be chatting.

Speaker A: Jackie, that was terrible. Try it again. Remember?

Speaker B: What do you mean? I thought it was perfect.

Speaker A: It was not. You were slow. Okay, ready? Remember to always be chatting. All right, we tried, guys. Thanks for listening. Bye. Bye. Uh, you've been listening to Ungated Conversations, a Landbot Productions. Never miss an episode by subscribing to the show on your favorite podcast player. Please give us a rating. Leave your feedback and share, um, episodes you love. That's how we keep bringing inspiring stories to leaders managing revenue pipelines across the entire customer journey who are looking to turn conversational experiences into profitable outcomes. Thanks for listening. Until next time.

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