Shinefy - Selling AI Agents to Local Businesses – Step-by-Step Guide
The speaker introduces an AI sales agent capable of holding phone conversations, pitching products, and booking appointments with human closers. This AI agent was tested on 300 local businesses, showing promising results as a 24/7 salesperson. The key tool used is Go High Level, a platform that allows users to build and run AI agents. The speaker offers a 30-day free trial and a preloaded snapshot of their AI setup to help others replicate the process.
The setup involves creating an AI agent with a name, voice, and phone line. Users can customize the agent's settings, including language and voice selection, to match their brand's vibe. The AI can handle inbound calls, and future updates will allow outbound calls. The speaker emphasizes the importance of a natural initial message and provides a script for the AI to follow during conversations. The AI can also send SMS messages with website links and appointment booking details. Human call transfer is set up for situations where a real person is needed. The speaker highlights the importance of email notifications to track AI interactions and suggests integrating the AI with lead sources like Facebook ads and websites.
Key Points:
- Use Go High Level to build an AI sales agent for automating sales tasks.
- Tested on 300 businesses, the AI agent acts as a 24/7 salesperson.
- Customize the AI with a name, voice, and settings to fit your brand.
- Set up SMS actions for sending links and booking appointments.
- Integrate the AI with lead sources for continuous engagement.
Details:
1. 📜 The Timeless Art of Sales and AI's Role
1.1. The Timeless Art of Sales
1.2. AI's Role in Modern Sales
2. 🤖 Revolutionizing Sales with AI Agents
- AI sales agents are designed to conduct phone conversations with prospects, effectively pitch smart websites, and schedule appointments with human sales closers, enhancing the efficiency of sales operations.
- A promotional strategy includes a $1,500 cash giveaway to incentivize engagement, specifically through a free 5-day AI YouTube channel challenge, which encourages potential users to explore AI tools with only 2 days left to participate.
- The AI agent's ability to handle objections and personalize pitches leads to optimized sales processes and improved customer interaction.
- Examples of successful AI implementations include reduced sales cycle times and increased lead conversion rates, demonstrating tangible benefits of integrating AI in sales strategies.
3. 🚀 AI Agent Testing: Impressive Results Unveiled
- Tested AI agent on 300 local businesses.
- AI agent performs as a 24/7 salesperson.
- Used Go High Level software for building and running the AI agent.
- Results were described as impressive and shocking.
4. 🛠️ Building Your AI Agent with Go High Level
- The platform offers a 30-day free trial, allowing users to test AI agents effectively for business or client use, which is essential for evaluating its impact and ROI.
- Joining the free community 'Hila Quest' grants access to a preloaded AI agent setup, which includes voice AI structure, initial prompts, agent settings, and conversational flow, specifically designed for booking real appointments, thus providing a comprehensive starting point.
- This preloaded snapshot can be imported and customized for different niches or agency offers, significantly reducing setup time. This flexibility allows tailored solutions that align with specific business goals and client requirements.
5. 🎙️ Giving Your AI Agent a Voice
5.1. Setting Up Your AI Agent's Voice
5.2. Personalizing Your AI Agent
6. 📞 Crafting Effective Conversational Scripts
- Choose an AI voice that aligns with your brand's identity, experimenting with accents or genders to determine what best resonates with your target audience.
- Ensure your AI operates in the appropriate time zone to maximize interaction during peak hours.
- Currently, AI is limited to responding to inbound calls, but future updates will include outbound calling capabilities to engage leads proactively.
- Start conversations with a warm, simple greeting like 'Hey, this is Bob. Can I ask who's calling?' to set a friendly tone.
- Guide the conversation with tailored follow-up questions that lead callers into your sales funnel.
- Upcoming sections will elaborate on scripting conversations based on lead responses, qualifying leads, and developing a comprehensive conversational strategy.
7. 🔄 Balancing Automation with Human Touch
7.1. Technical Setup for AI Agents
7.2. Strategic Balancing of Automation and Human Interaction
8. 💬 Enhancing Engagement with SMS and Notifications
8.1. Human Call Transfer and CRM Automation
8.2. SMS Actions for Engagement
8.3. Email Notifications and Tracking
9. 🔌 Connecting AI with Lead Sources & Final Thoughts
- AI agents can transform from mere voice assistants to trained lead-converting assistants that listen, text, book calls, and know when to transfer to a human.
- Integrating AI with lead sources like Facebook ads, websites, or cold call campaigns ensures constant engagement opportunities with potential leads.
- Setting up requires selecting a phone number from your account for the AI to operate, and ensuring unnecessary functions like call recording are turned off.
- A panel is available to review call logs, including caller details and conversation durations, offering insights into engagement effectiveness.
- Testing the AI setup can be done via the platform's test button or by calling the connected number to assess real-world performance.
- The AI setup allows it to handle initial sales processes, such as talking to leads, sending texts, booking appointments, and escalating issues to humans as needed.
- Once configured, the AI sales agent operates 24/7, automating the initial stages of the sales process, enhancing efficiency, and reducing manual effort.