Using AI & Automations For Appointment Setting
In today's newsletter I'm going to share with you the EXACT step-by-steps of how to set more appointments using AI & Automations
The goal is to show you how to deploy AI and automations to:
✅ solve speed to lead
✅ automate the appt setting qualification process
✅ book more calls with qualified leads.
The funnel steps needed:
Step 1: Opt-In - a form to capture name, email, and phone number
Step 2: Survey (optional) - if you need to capture more insights to optimize your ideal client avatar/offer
Step 3: The thing they opted in for - in my case they opted in for a training so I give them the video, the google doc, and a button to schedule a call
Step 4: Calendar - a place to schedule calls with our head of sales
Step 5: Sales Application - a form to qualify the lead or disqualify if they show red flags that they are not a serious buyer
Step 6: Confirmation - a landing page with content to specifically nurture the lead before the call and handle objections before the call happens
Plus, the automations you will need:
Step 1: speed-to-lead (email, text, AI Agent phone call)
Step 2: nothing, let the AI agent or the form do the work
Step 3: lead nurture reminding them to watch the training or provide additional content regarding of where they are in business, inviting them to schedule a call in your calendar
Step 4: email/sms sequence reminding them of their appointment, sending them case studies, social proof, objection-handling content, etc
Step 5: qualifying/disqualifying logic for the application automation
Step 6: nothing, step 4 is doing all the work for them to show up on the call
There's a variation to be mindful of:
- If you are testing a new offer: the survey step helps to collect more data
- If you already have a proven offer: you would eliminate the survey step and go straight to the next step (deliver the thing they opted in for)
Watch this video to see exactly how it's done: https://www.youtube.com/watch?v=dTyitngZAzM
You have two options:
Option 1: You can subscribe to my YouTube channel and learn how to do it yourself
(It will take time and effort to figure this all out)
My YouTube Channel: https://www.youtube.com/@izzyAI
Option 2: You can hire my team to do it for you.
We can get you up and running in less than 30 days.
(The fastest setup we've over done has been a 5 day turn around)
Email me to explore if this solution would make sense for you.
Or how it would look like for you specifically because B2C/B2B have different processes.
Questions? Comment below
If this is not for you - do you think this would be helpful for someone you know?
Tag them below or repost it so it can help more people
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