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Description
We have GHL but looking for someone to help us connect the dots as we go along
For example help develop an automation so that we know when is the right time to call a customer, looking at the opportunities so we don’t miss call backs, working the phone system so no customer gets left behind, and helping to implement the AI employee
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That makes sense. In that case, I would put the outbound email journey at the centre of the setup rather than overcomplicating the inbound call side. I’d map the process from initial email to prospect engagement and lead captured correctly in GHL from there I will setup the appropriate nurture sequence and follow-up call with appointment booked to update opportunity with clear conditions for what happens when they don’t respond. I’d also make sure clicks and other engagement are actually feeding the right opportunity data so your team can see who needs attention and when, instead of relying on someone manually checking everything..
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For the AI Employee, are you primarily looking for lead qualification, appointment booking, follow-up, inbound call handling, or a combination of these?
Neil K.7:35amIt’s a mix of most of these yes. We don’t get a lot of inbound calls so don’t want to leave these out really. Mainly it’s sorting the outbound email process so when a prospect clicks, we see it properly and it’s nurtured through, a call scheduled / made etc and nothing gets left.
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Hi, the first thing I would want to establish is: when a call is missed, unanswered or needs a callback, what should determine priority: how long the customer has been waiting, opportunity value/stage, previous call outcome, customer intent, or a combination of these? If we define that correctly, we can make GHL tell your team who should be called next instead of relying on staff to remember.
Neil K.7:36amI would say we don’t get a lot of inbound calls to sales, but don’t want to miss that either. More about our outbound activity and making sure if someone clicks a trigger it’s correctly nurtured through to a qualification booking