Jan 30 • 🤑 | Sales ⁉️s
OMGoodness! I had a discovery call. It went well but....
Hi everyone.
Here is the big picture
The biz owner sells a program via webinars. He uses GHL and has a system in place. clients are put into a pipeline once they make payment. each client is assigned a staff member that also has a phone number through GHL. The 1st problem they have is when current clients reach out via text or email they get a reply 24-48 later. and that's if they don't fall through the cracks. Biz Owner wants a system that when a current client sends a text or email ( and now maybe even calls in) that the AI Agent can answer their questions (per KB and guardrails) like where they are in the process, if the company is still waiting on documentation from the client, etc. Basically to provide good customer service. after that interaction, the assigned staff gets notified that the client needs to be contacted and what the recent interaction was.
ALSO biz owner has a sales team that calls the webinar attendees that didn't purchase the previous night but wants to speak with someone for more information,. The salesperson qualifies the prospect. Either makes the sale or sets an appointment to speak with a specialist on staff. SO biz owner to assist the sales person he was asking the AI Agent to make outbound calls or texts to the leads to qualify them to either make an appointment or notify the salesperson of a "hot" lead.
I realize that before I can consider doing a proposal I would/should see the steps that the go through from the client payment to the finish line. Since they already use GHL and have a system in place, how would I build the workflow and AI and test it on his CRM w/o messing anything up in the business? Is that even possible? Would a biz owner allow access to me to "test" within their working system? Thanks
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OMGoodness! I had a discovery call. It went well but....
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