u/WorkLoopie

Does anyone else feel the monday AI agents are more annoying than helpful?

I've had 3 clients complain about them, and our own internal team, dislikes them.

The good news is you can turn off AI for the entire account. Here is how:

• Click your profile picture in the corner of the page and choose Administration.
• Click on Customization in the left menu, then select Features.
• Scroll down to the AI features section.
• Toggle the Enable AI features option to Off.

Over the last few weeks, we’ve all seen the posts.

Founders bragging about replacing their sales teams with AI.

Faster deals. More output. “Smarter” outbound.

And every time I read one, I think:
You’re probably not telling the full story.

Because behind closed doors, I’m hearing something very different.
Sales leaders are worried.

Then I see this:
‼️ Anthropic is paying ~$330K to manage 10 SDRs. ‼️

The company building the AI… is doubling down on humans ‼️ HUMANS ‼️

That tells you everything.

In the last 18 months, outbound production became cheap.

Prospecting, emails, follow-ups, CRM updates all near zero cost.

So the scarce resource changed.

It’s not messages anymore.

It’s trust.

Everyone can send outreach now.

Almost no one earns attention.

Trust comes from relevance:
One message that actually understands the buyer
Follow-ups that add value
Real effort, not templates
AI lowered the cost of noise — and buyers’ tolerance for it dropped to zero.

The real risk isn’t AI.

It’s scaling bad outreach faster.

Trust is the only thing left worth building.

Over the last few weeks, we’ve all seen the posts.

Founders bragging about replacing their sales teams with AI.

Faster deals. More output. “Smarter” outbound.

And every time I read one, I think:
You’re probably not telling the full story.

Because behind closed doors, I’m hearing something very different.
Sales leaders are worried.

Then I see this:
‼️ Anthropic is paying ~$330K to manage 10 SDRs. ‼️

The company building the AI… is doubling down on humans ‼️ HUMANS ‼️

That tells you everything.

In the last 18 months, outbound production became cheap.

Prospecting, emails, follow-ups, CRM updates all near zero cost.

So the scarce resource changed.

It’s not messages anymore.

It’s trust.

Everyone can send outreach now.

Almost no one earns attention.

Trust comes from relevance:
One message that actually understands the buyer
Follow-ups that add value
Real effort, not templates
AI lowered the cost of noise — and buyers’ tolerance for it dropped to zero.

The real risk isn’t AI.

It’s scaling bad outreach faster.

Trust is the only thing left worth building.

“Yeah… we already have Zapier or make or n8n set up.”

“I hired a consultant last year.”

“We’ve actually worked with a few different people on this…”

I hear this every single week.

Then I go in and take a look.

What I usually find:
- Automation and workflows that mostly work (until they don’t)
- Data mapped incorrectly for months… nobody noticed
- Automations that still require 2–4 manual steps to finish
- Multiple consultants building pieces… but no overall system or logic
- No clear ownership of what’s running, breaking, or improving
- No one on the team who truly understands how everything connects

Here’s the uncomfortable truth:
A lot of “automation consultants” today
have never actually built complex, scalable systems.

They know the tools.

But they don’t know process, architecture, or long-term strategy. We spend so much of our time cleaning up the work of others.

So what happens?
Your CRM fills up with unreliable data
Your follow-up becomes inconsistent
Your team creates workarounds instead of trusting the system
Issues fall through the cracks because no one owns the system

And every “fix” just adds another layer of complexity
At that point… you're not saving time.

You're creating technical debt.
I’ve seen businesses spend more undoing bad automation
than they ever would’ve spent doing it right the first time.

The problem isn’t Zapier, make or n8n.

The problem isn’t automation.

It’s building without a clear system—and without ownership behind it.

If you're not 100% confident in your setup…

there’s a good chance it’s quietly costing you.

My recommendation, get your system audited.

“Yeah… we already have Zapier or make or n8n set up.”

“I hired a consultant last year.”

“We’ve actually worked with a few different people on this…”

I hear this every single week.

Then I go in and take a look.

What I usually find:
- Automation and workflows that mostly work (until they don’t)
- Data mapped incorrectly for months… nobody noticed
- Automations that still require 2–4 manual steps to finish
- Multiple consultants building pieces… but no overall system or logic
- No clear ownership of what’s running, breaking, or improving
- No one on the team who truly understands how everything connects

Here’s the uncomfortable truth:
A lot of “automation consultants” today
have never actually built complex, scalable systems.

They know the tools.

But they don’t know process, architecture, or long-term strategy. We spend so much of our time cleaning up the work of others.

So what happens?
Your CRM fills up with unreliable data
Your follow-up becomes inconsistent
Your team creates workarounds instead of trusting the system
Issues fall through the cracks because no one owns the system

And every “fix” just adds another layer of complexity
At that point… you're not saving time.

You're creating technical debt.
I’ve seen businesses spend more undoing bad automation
than they ever would’ve spent doing it right the first time.

The problem isn’t Zapier, make or n8n.

The problem isn’t automation.

It’s building without a clear system—and without ownership behind it.

If you're not 100% confident in your setup…

there’s a good chance it’s quietly costing you.

I’ll take a look. DM me and I’ll do a free audit of your current setup, US based, with deep background in building automations correctly, and effectively.
(no pitch — just honest feedback on where you’re losing time, data, or revenue)

Full disclosure, looking for confirmation as to if this is just a bug or a real issue with QBO.

Working with a client on building an automation, and every time we reopen a bill, the tax rate does something odd. It either changes, or it recalculates incorrectly. Is this a bug or is this a real thing people deal with?

I think I can solve it, but I'm not crazy am I?

Is this happening to others?

I get hit every single day across all my socials with the same AI‑generated DM:

“Excited to connect…”
“Would love for you to try our CRM…”
“Let’s partner and co-sell…”

Copy. Paste. Send. Repeat.

Here’s the thing:
we live in an age where tools like Claude can spin up software in hours. Hours. That doesn’t mean it’s good. It means it exists.

90% of these “custom CRM” plays are a solo founder or a 2–3 person team convinced they’ve built the next Salesforce or HubSpot without the bloat.

Reality check: they haven’t.

The reason Salesforce, HubSpot, Pipedrive, SugarCRM, etc. sit at the top isn’t luck—it’s depth:

• Years (and millions) invested in product development
• Features that go through real QA, beta cycles, and structured rollouts
• Documentation, onboarding, and actual training ecosystems
• Support teams that don’t disappear when something breaks

That stuff doesn’t happen in a weekend build or a GPT-assisted sprint.

And here’s the uncomfortable truth nobody wants to say out loud:

Most “custom CRMs” aren’t products.
They’re unfinished experiments packaged as solutions.

No support.
No scalability.
No long-term roadmap.
No real adoption beyond a handful of early users.

My rule of thumb: If it doesn’t have millions of users, a real dev org, established support, and serious revenue traction… it’s probably not worth your company’s time.

“Custom” doesn’t mean better.
“New” doesn’t mean innovative.
And “AI-built” definitely doesn’t mean production-ready.

Build smart. Buy smarter.

I just want to openly share something really cool, or something I find really cool.

Recently I had the chance to work with a new client, on a project, it was an accounts receivable automation, that was a complex build out. But that is not what I want to share, I'll do that later, in a different post.

What I want to share is this, this client worked with another consultant that failed, and claimed that the only way to complete the project was to spend more money on tools and development time. This consultant seemed like one of those people that discovered make and learned how to build automations in a weekend, and has zero real life coding experience, or how to manage a project.

When I spoke the client, he was skeptical. I mean could you blame, he had just been scammed by another person.

So I made this agreement, that we would build it, and he wouldn't have to pay us, unless it worked. He agreed, because what did he have to lose right???

When I shared the agreement with the team, they were fired up, and ready to deliver.

It took my team 3 weeks to create the solution. The logic was complex, testing was brutal, we kept reworking the code, we kept testing live data, and finally we did it. When we unveiled the final the solution, we knew that we above and beyond the original ask, but we wanted to make sure the experience was a positive one.

Now here is the really cool part, I asked the client if we could create a customer story with our build to post on our website. He agreed. We used our call recordings to write the customer story, and we shared it with him, and asked if it would be okay to post once we launched the new website.

We didn't hear back right away, we started to misjudge if the ask was to much. Maybe we should have just asked for a google review instead. A couple weeks went by, we thought we had been ghosted and finally we had a email from the client. Here what he said:

"Sorry for the delay, I broke my collarbone while mountain biking, and have been playing a game of catch up. The story is missing something, please see the attached file."

I opened the file, and it was our client giving us a video review!

What really stuck out in the review wasn't the fact that we solved his problem, but how much he enjoyed the collaboration with the team. I've never been so proud of the team, or the work we have done.

I've never received a video, it was a first, and I'm just swelling with pride!

I just wanted to share, because it was a moment for us, and I think the world should know about it.

As a growing company, we are looking at advertising channels. Reddit being one of them. I set up a call today to learn more. At the beginning of the call, I was excited and fired up, as Reddit has been a successful organic channel for us.

After talking to David Green, partner client success title, I’ve never walked away more disheartened and stunned in my life. Like instead of asking about our business and gaining a baseline of what our goals, budget, and capabilities were. Instead I was met with several vastly incorrect assumptions about our business, including recommend sub reddits that have nothing to do with our business or what we sell. Like we are RevOps consultants, and he was fixated with web development. As well as a slide deck that was poorly constructed and misspelled my company name.

I even took the time to breakdown our 30,60,90 plan for him, and wanted advice on campaign set up. I guess that was a mistake- completely steamrolled and ignored. Having advertising on other platforms, the team knows a few things on building a strategy.

He was also more concerned about sticking to the 30 min timeline vs actually having a dialogue and correcting his assumptions. He kept saying “in the allotted time, we need to get through this presentation” then he’d just skip slides on the presentation. Just because he doesn’t see that information as important doesn’t mean I feel the same, after all it is my investment.

I’m questioning Reddit as even an enterprise social media platform.

I was basically told unless I spent $500 per day over 90 days (45,000). I wouldn’t convert clients. When I did the math that Reddits own advertising claims (leads on Reddit converts 3x) and applied to our services, the same rep, told me that ROI wasn’t possible. Really strong selling point!

Considering we have organically been able to prove Reddit as a viable channel.

Having worked Enterprise sales for the last 5 years, they obviously have some serious training issues to over come.

When asked about how I felt the call went, I was honest and said, I guess I met some KPI you are required to hit, as your assumptions were incorrect, your recommendations didn’t fit our need, and your budget recommendations differs from your AI generated tools in campaign set up. So I’d say you failed, as well as turned me off to using the platform.

His response- That’s okay.

Seriously that was his response.

WTF, whoever is running sales at Reddit needs revisit selling 101.