How We
Work
A proven 4-step process to get your AI sales assistant up and running
Discovery
Goals, ICP, Calendar/CRM
We start by understanding your business goals, ideal customer profile, and existing systems.
Deliverables:
- Business goals & KPIs
- Target audience analysis
- Current system audit
- Success metrics definition
Discovery
Goals, ICP, Calendar/CRM
Conversation Design
Happy Paths + Objection Handling
We design custom conversation flows tailored to your industry and customer journey.
Deliverables:
- Conversation flow mapping
- Objection handling scripts
- Qualification questions
- Booking flow optimization
Conversation Design
Happy Paths + Objection Handling
Integrations & Launch
Widget Embed, Stripe/Call Booking
We integrate your chatbot with your CRM, calendar, and payment systems, then deploy to your website.
Deliverables:
- CRM integration setup
- Calendar booking configuration
- Payment processing setup
- Website widget deployment
Integrations & Launch
Widget Embed, Stripe/Call Booking
Optimize
Weekly Review, A/B Prompts
We continuously monitor performance and optimize based on real user interactions and feedback.
Deliverables:
- Weekly performance reports
- A/B testing of prompts
- Conversion optimization
- Ongoing strategy refinement
Optimize
Weekly Review, A/B Prompts
Complete Timeline
Discovery
1-2 days
Conversation Design
3-5 days
Integrations & Launch
2-3 days
Optimize
Ongoing
Ready to Get Started?
Let's begin with a discovery call to understand your specific needs