Streamline Your Business Operations with Powerful Lead Management Tools

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hello everyone in this episode I'm going to share three smart ways you can deploy artificial intelligence to capture every single lead for your business this video is designed for local business owners who are new to artificial intelligence or just want a quick overview of the benefits of using AI now these strategies require minimal setup time are super easy to implement and can be completely automated and in many instances these tools can save you from hiring an additional sales staff and or admin assistant or even a virtual assistant so if you think about the average admin assistant salary in the US being around $50,000 when you factor in onboarding training recruiting or a full-time virtual assistance salary being quoted at around 9600 to $112,000 per year in comparison some of these AI tools only cost $100 or $200 a month so you could be saving 90% or more in just the first year of implementation now by the end of this episode you'll learn how to avoid missing out on tens of thousands of dollars of opportunities due to simple human errors like missing a message or a customer pet peeve of having a slow response time so whether you're an agency providing these services to local businesses or a local business owner yourself you'll learn how these AI strategies can help you accelerate your sales cycle now the first tactic I'd recommend is implementing an AI assisted lead capture chatbot and there are several several very compelling reasons as to why chatbots are good for local businesses so AI chatbots are designed to not just interact with website visitors but to have conversations with them with the end goal of quickly understanding what they want and to capture their contact details so that you as a business owner can follow that lead up and hopefully close them to get their business now here's some really interesting data about chat Bots the average cost for this tool is only $119 per month and the main reason businesses use chatbots are to number one capture leads and number two qualify them and incidently in specific Industries chatbots are boosting conversion rates by up to 70% because they're being qualified better and by 2027 chatbots are expected to become the primary channel for customer service in a quarter of all businesses thanks to the speed in handling queries and their round the-clock availability now these stats are positive in everything but I want to really help you understand some use cases that you might be able to relate to so the first is chatbots help solve a lead's desire for instant gratification do you remember going to websites and seeing that shiny live chat button clicking on it and it opens up a chat box and it says something like available now or we're open 24/7 that psychologically is massive it plays into what we call the immediacy effect so let's say you're a website visitor and you're looking for a marketing agency to help you with SEO you do a Google search you've pulled up two different websites from two different agencies both of them claim that they can do SEO and now you want to talk to someone to learn more now one of those websites happens to have that shiny live chat button while the other wants you to fill out a long detailed form or send an email or call the mediac effect says that when people are presented with two similar options they'll go with the one that delivers fast results so the live chat is going to win here because most people want instant answers it's low effort you click on the chat box type in your questions and it sets off a chain of instant interactions you're not actually chatting to a real person initially you're dealing with AI the AI behind the chatbot is going to understand your query figure out your intent ask for your details and then set the expectation that somebody from the business will reach back out soon and it works so here's an example of an agency owner who implemented a chatbot for her own business the lead found her on LinkedIn went to her agency's website and the initial interaction occurred on the agency owner chatbot and it quickly progressed to a call and a close because the AI did its job in capturing the lead's contact details okay so the Second Use case is that you might already have traffic to your website that you're not converting by simply adding a chatbot you could see conversions increase exponentially overnight and there's a few components to that by implementing a chatbot you as a local business owner are adding that Ultra easy option that lowrisk option for the person who doesn't want to call doesn't want to send an email and potentially doesn't want to fill out a long complicated form but additionally as you train chatbots to handle more sophisticated interactions such as making product recommendations based on their needs and your catalog you can boost sales in fact chatbots have already started to boost e-commerce Revenue by 7 to 25% before moving on to the next strategy I want to emphasize that what I'm covering this video is at a high level if you're curious about some of the detail or want to understand how exactly to implement chatbots for your business drop a comment below and let me know what type of business you run and I will create a video where I set up a chatbot and other AI tools for very specific scenarios based on your feedback and please don't forget to smash that like button and subscribe to our Channel and hit the notification Bell if you're enjoying this content okay let's move on to our next strategy now for most people like you and I our digital footprint across the web is becoming wider and wider you might have multiple personal and business emails queries from customers coming through SMS WhatsApp the chat bot and social media there are so many channels that it's easy for a lead to fall through the cracks so that's why it's really critical for a local business to have a protective net or a way to be sure you are aware of each message that comes through any of your sales channels and that's why what we call a Unified Inbox is that protective net so Unified Inbox is essentially a universal app for getting all your messages it connects all your sales channels together so that you can monitor where leads are coming from email SMS messages coming through the AI assisted lead capture chatbot Etc so rather than checking your email phone chatbot message logs separately you can do it allinone for greater efficiency and to also reduce the risk of missing a message in a channel that you perhaps don't check often now based on these efficiencies there are two major advantages that a Unified Inbox gives local businesses so number one it makes it much easier to keep conversation with leads flowing so think about the way you communicate now you probably get lots of texts and you respond to those texts using the SMS function on your app you probably have multiple emails and have to go through each inbox to check and respond to each query now if you're using a chat bot you'll likely have a separate business number and have to reply to the leads coming on that channel separately as well so you see there's a lot of Separation Happening Here with a Unified Inbox you can respond to all your messages in the one experience which means you can keep conversations flowing quicker without the hassle of monitoring each individual Channel and secondly what a good Unified Inbox will do is provide automated reminders to ensure each lead is being followed up so if you get a chatbot message from s 24 hours ago and you haven't replied yet you'll get a notification reminding you to follow up with that lead this way you're making sure a lead never falls through the cracks or miss out on potentially great opportunities by not being on the bowl with your response times and the final AI lead capture piece I want to cover is getting an AI phone agent or voice assistant we've already seen chat GPT and open AI transform the way so many of us write contact and write emails and code and we're seeing the power of generative Ai and natural language processing and how that's changing website interactions with chatbots so natural extension of all of that is an AI phone agent local businesses and B2B companies are already adopting AI phone agents and it's saving them an enormous amount of money while also actually improving the customer experience some of these tools offer subscriptions for as little as $19 9 a month and these phone agents because they're AI are of course working 247 so the efficiency is incredible now I want to run through a quick example of just how powerful and how real an AI interaction can feel [Music] today hello this is Samantha from the local marketing agency how can I assist you today oh hi yeah I'm Vall I'm opening up a bakery um and uh I I really need help with some marketing it's a really competitive um environment here there's like six other bakeries and uh I was hoping you could help me get a marketing edge here well Vel first of all congratulations on your new Venture it sounds like you've got some stiff competition but hey we're here to give you that extra sprinkle of marketing magic we can cook up some tasty social media campaigns mouthwatering email promotions and delectable local advertising strategies to help your bakery Rise Above the Rest how does that sound to you yeah that sounds good like I'm launching my I'm having my grand opening next month so I'd really like to get a marketing plan in place fantastic your grand opening is going to be the icing on the cake Visa we'll put together a customized marketing plan that will have the whole town buzzing about your bakery we can even schedule a demo to walk you through the details and show you just how sweet our marketing strategies can be what do you say ready to take a bite out of the competition oh perfect yeah that sounds that sounds great I'm I'm free next Tuesday uh and and I'd love you to walk me through what uh what options we could have for our opening day uh marketing campaign absolutely visel next Tuesday it is consider it a date we'll whip up some delightful marketing ideas for your grand opening I'll send you a confirmation email with all the tasty details I can't wait to sprinkle some marketing Magic on your bakery thanks so much Samantha you got it Vel that was pretty impressive right these tools have so many efficiency benefits for local businesses from capturing leads to handling basic queries that allows business owners to spend less time on manual processes less of the stuff that they don't want to do like mundane tasks and actually focus on growing their company so there you have it those are the three core AI Essentials every business needs to have so just to summarize AI chatbots feed leads desire for immediacy so when a lead looks at you versus a competitor and they can get in touch with you sooner because you've got a chatbot rather than call or email the competitor they'll take the easier option A Unified Inbox brings all your messages across different sales channels together including messages from text email Social Media Chat Bots WhatsApp and it reminds you of messages that need to be followed up and an AI phone agent can not only capture leads from inbound calls but also schedule appointments redirect queries to the right person and also take orders depending on the type of business that's all for me for today just one final request if you haven't already smash that like And subscribe button and that notification Bell I'd love it if you did that so I can drop more videos like this with actionable strategies examples and real things that I've done and now teach and if you're a local business owner or an agency who got a lot of value from this and if you're part of a WhatsApp group or a social media business Community please share this video it will mean the world to me and my team we put a lot of effort into writing creating and filming this content and don't forget to drop a comment if you want me to show you a case study of implementing a chatbot and the other tools we discussed for a local business have a great day [Music]