Pre-call briefs and post-call automation

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In this episode of the Human First AI Marketing Podcast, host Mike Monague sits down with Jonathan Kvarfordt, Head of Growth at Momentum.io, to explore how AI is transforming the way SMBs approach sales, marketing, and customer success. From eliminating tedious CRM updates to capturing the authentic voice of your customers, Jonathan shares how AI tools can give go-to-market teams back their most valuable resource, time. You’ll hear how forward-thinking leaders are using AI not to replace people, but to amplify their impact, free up bandwidth for revenue-generating work, and make better data-driven decisions.

Together, Mike and Jonathan dig into the future of AI-powered workflows, practical use cases for sales enablement, and why customer conversations are “gold” for marketers who know how to listen. You’ll learn what it takes to balance automation with human connection, how to equip your team with an “Ironman suit” of insights, and where SMB leaders should focus now to unlock growth momentum.


Top Takeaways


1. AI should fit into existing workflows, not add more tools
Instead of forcing teams to adopt new software, AI works best when it integrates seamlessly into platforms like Slack or CRM, reducing friction and boosting adoption.

2. Customer conversations are untapped marketing gold.
The real language customers use in sales and support calls reveals their true needs and phrasing, which can inform more relevant content, messaging, and product strategy.


3. AI unlocks more time for revenue-generating activity
By automating CRM updates, note-taking, and follow-ups, sales reps can spend more of their day actually selling, in some cases doubling their productive output

4. Data beats gut instincts for go-to-market decisions
Instead of relying on one-off calls or opinions, AI can analyze thousands of conversations to reveal patterns, customer objections, and reasons deals are won or lost.

5. Pre-call and post-call insights are more valuable than in-call nudges
Rather than distracting reps mid-conversation, AI-driven prep notes and debrief summaries provide the proper context at the right time to improve performance.

6. Human expertise will matter more as AI becomes universal
In a future where everyone has access to similar AI tools, what will stand out is each person’s unique genius, creativity, and ability to build authentic relationships

The Human-First AI Marketing Podcast is brought to you by Avenue9. We use artificial intelligence to amplify your unique voice, empower your marketing team, and enable your scaling business to achieve big-brand success.

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Want to be a guest? Send Mike Montague a message on PodMatch here.