How Our AI Sales Agent Revived 380 8 Month Old Dead Leads and Auto Booked 29 Sales Appointments
The Challenge
Forbes Burton, a business advisory and strategy consulting firm, was investing heavily in lead generation.
Their sales team was able to convert the more immediate opportunities. With the sales team at full capacity approx 200 leads per month were left to go cold. An investment of £7500 with no return.
These leads were considered ‘dead ‘.
They needed a way to revive these ‘dead’ leads without placing additional pressure on the sales team.
The Solution
Enter our AI driven Database Reactivation Sales Agent AKA ‘Julie’ - a highly effective AI powered tool designed to give the kiss of life to ‘dead’ leads.
What Exactly Is It?
Our SMS AI Sales Agent is an automated tool that engages, qualifies and books sales calls via personalised text messages.
It has human conversations that reflect your brand's tone, just like your sales reps.
It revives cold or inactive leads, manages follow-ups and schedules meetings all with little to no input from you or your team.
The Detail
Here we’ll take you through the steps of a typical SMS conversation:
Bot Training - We give the bot a name, Julie, and train her to align with Forbes Burton’s brand tone, ensuring she communicates with leads in a natural and conversational way, similar to how a skilled sales representative would.
Drip Messaging Dead Leads - Julie began by sending drip fed messages to the dead leads. The first message was a simple ‘hand raiser’ that confirmed whether the prospect was still looking for help.
Qualifying Question - On confirmation, Julie asks a qualifying question to filter serious prospects and ensure the conversations are productive.
Human Conversations - Julie is trained to steer the conversation towards the goal of booking an appointment with an expert sales consultant.
Appointment Booking - When the lead agrees to a conversation with one of Forbes Burton’s sales consultants she checks the calendar to find at least two available slots to offer the lead. The lead confirms the appointment.
Appointment Confirmation - Julie confirms the appointment by sending an SMS and an email with the date and time.
Show Up - Julie sends an SMS and email 24 hours before the meeting time and one final SMS reminder 1 hour before. This ensure a high ‘show up rate’
Key Metrics Summary
Dead Leads: 380
AI Agent Conversations: 141 (37%)
Appointments Booked: 29
Dead lead to Appointment Booked Conversion Rate : 7.6%
Our mission is to help businesses drive long-term revenue growth through AI-powered sales automation, boosting conversions without the need for more leads or sales reps by integrating seamlessly into existing sales and marketing channels.