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I got my second AI automation agency client and I'm doing it all for free and so who is my client and what do we expect to be creating for him my client is a good friend of mine his name is Eric Michael he actually owns a sports card online coaching company teaching people to flip sports cards full time and it's actually pretty full circle because I first got into entrepreneurship and I joined his program about three or four years ago I was actually his first ever student in his program and so it's kind of Full Circle he's a good Mentor of mine a good friend so I figured this was an awesome opportunity to potentially help him out um as well as use this as case study data for myself to see if coaching businesses really could utilize the chatbot and AI automations so I wanted to take you guys along the way of the behind the scenes of actually working with him to create this and make this perfect for him so what is it that I'm actually going to provide for Eric and the answer to that is we are going to create an AI chatbot that is basically used to nurture leads in his sales pipeline basically how he sells all these people in this program is he sells them on a webinar and so we are going to warm up these leads before actually joining the webinar so they've actually spoken with him before and they understand a little bit about his processes and this way it hopefully books more people into the webinar and also hopefully it warms them up to actually close them after the webinar I actually spoke with Eric and he said he actually pays virtual assistants about 16 hours every single day to actually warm up these leads and conversate with them back and forth and we could completely automate this process for him and it's going to be so so valuable to him at the end of the day if we could really build this for him so this initial lead nurture chatbot is just the very beginning of what I have planned for Eric so the actual plan for this is I'm going to use this first Chapel as a foot in the door but I have a plan to build him an AI Persona chatbot that basically is going to be used as a lead magnet to get new leads in the door and provide real upfront value to all of his leads in his sales pipeline he gets so many questions regarding sports cards he gets questions like I have all these cards in my basement how do I sell them what are these worth how do I make money in sports cards all these types of questions and he can't usually answer these questions himself but that is why we're going to make him an AI chatbot that is trained on all of his course and his program data and that way he could actually help funnel more people into his program because they see the actual upfront value of this chat bot and then that only leaves a question of how much more valuable is the actual paid program and so that is my goal for this like I said this first shot bot is just going to be a foot in the door but I have a full plan of how I'm going to automate his sales process with these chatbots what is up guys so this is actually my good friend and kind of Mentor I'd say Eric and so I'm gonna let him give a brief introductory to himself basically I'm going to help him with an AI automation for his business so hopefully I could help him out so I wanted to take you guys on this discovery call it's more candid than you know all my other Discovery calls because he's a friend of mine um but yeah I'll let him introduce himself yeah so my name is Eric and to keep it simple and short sweet I own an online coaching program and I teach people how to make money buying and selling sport its cards so not not Cars cards c-a-r-d-s sports cards and yeah we've grown pretty quick this year and looking to automate a few things yeah it's pretty funny it's full circle because I was like one of the first one or two people in this program like three or four years ago and that was like one of my first businesses I started on my own entrepreneurship journey and so it's full circle now that I'm kind of helping him potentially build out an automation to you know make his business a little bit more efficient but he's given me a lot of good business advice so I kind of have a a lot of praise for Eric I guess I don't talk to him this nicely to his face but uh I guess I'll do it for the YouTube but yeah cool let's get into it I kind of want to dive into what is it exactly you're trying to automate I want my YouTube audience to kind of get a get a sense of you know what it is that you're experiencing and why you think it could be automated so essentially what we do is we run a live webinar twice a week so for example if you see one of our Facebook ads you could click it and then you would register for a webinar on Monday or on Thursday and what happens is once you register 15 minutes after you register we send you a text message and it goes along the lines of hey were you able to watch the thank you video if so what did you think and right now we have overseas va's that respond to these messages and have a little six to seven text message conversation with them and it's going pretty well can't complain but if it could be automated sure why not so that's essentially what we do or what I'm looking to do right for sure and how how much time would you say a week you're spending or like how much time a week or how much time a day are your va's having to put in to kind of do this for you every day from 8 AM to 1 a.m Eastern so 16 hours a day about yeah damn that's pretty crazy yeah they split it up right right cool so let me see here I wrote down some notes so obviously your ideal situation would have it be completely automated the reason I'm doing this for Eric is because this is like a pretty brief thing to do uh it's not too complex but I have other also ideas for him as well um you know I'll dive into it a little bit here but I I we haven't really talked too much Eric and I but I think it'd be a good idea since he has an online coaching program uh to even build him an AI Persona chatbot trained on a lot of his coaching modules a lot of his slides and stuff he has in his program and even use that as a little bit of lead bait to you know kind of engage some of his leads and kind of provide value to them to maybe even increase the likelihood of them booking an appointment with them but that's down the line that's kind of one of my bigger picture goals for this but I want to start off with this kind of quicker and easier automation for Eric because I think it'd provide instant value buy back some of his time doesn't have to spend employee costs paying people 16 hours a day to do this so this is essentially what it is that we will be building for him um so yeah Eric I guess now let's go over uh what's your process now and how you know what exactly do I need from you to be able to do this well I guess do you want to show or do you want me to tell uh you could show all right I will show so show you so essentially what you need is one second all right this is what you would need so let me share my screen all right so they opt in and then they get hit with this text message so this is the text message hey Christopher were you able to watch the thank you video if so what did you think this is automated now we have virtual assistants that go in and message people and you can see so like this is an actual virtual assistant that's kind of I guess pretending to be me hopefully none of my leads see this and they're messaging and they're having a script they're having a conversation and the conversation follows this script so you can see what are you currently looking to do et cetera their financial goals blah blah blah so they essentially follow the script and it's like just to get to know them a little bit better get them warmed up and give them a higher chance of showing up to the live webinar right and so you're doing all we've talked about this before uh from my audience but uh you're doing this all through go high level right yep everything's too high level okay cool and so I know a lot of people use go high level it's kind of gotten a lot of um praise and it's pretty trendy nowadays but Eric's been using go high level for like four or five years I used to actually do appointment setting from like years ago and is it trendy is it trendy nowadays it is yeah go high level is a huge thing now like everybody's like get rich with go high level like the whole white labeling stuff and yeah SAS business yeah that's a truck out I got lucky I paid when I first started online business I paid someone 39 for an hour of their time and he essentially showed me what a CRM was and what gohai level was and it was man like four years ago that changed my life changed my life knowing that software yeah that's nuts and so the reason I asked that question is because he needs us to be through go high level so a lot of these chat Bots and these automations you could build you basically could throw it on your website or you could use it you know integrated with telegram or Whatsapp but for the sake of this we need to build this custom for Eric so it's actually integrated with go high level so it's you know integrated with the CRM that's one of the the reasons I want to do this for Eric because if I could do this for him then I know there's a bunch of other coaching programs and just people that use go high level out there that could utilize something like this all right guys so it has been a few days since that last interview with Eric and I've actually gone ahead and found a way to build this exact chop off for him this thing works amazing I'm going to walk you through me using it and then I'll also walk you through afterwards what I use to create this so let's go ahead you can see I'm inside of a sub account in my go high level and so what I need to First do is I need to add this contact I just created for myself to interact with this to a workflow so imagine right here this is where they are going to be sent after they fill in a form to join the webinar and so imagine they fill out a form they opt in and then you will see here they will start conversating so the chatbot spits out hey congrats on registering for the sports card Master Class were you able to watch the video if so what do you think let me grab my phone real quick so if you could see I actually was message right here from the chatbot and so let's respond here so let's say I watched it and it was amazing thank you so you'll see my response here and it just takes a little bit for this responses to come so that's great to hear I'm glad you enjoyed it so is this something you're looking to make more of a side income or a full-time income I want to do it full time I hate my job you can see I'm messaging here I just want to show you exactly how this works and how beneficial it's going to be to him and to so many other businesses out there this is a very practical chat bot integration you can do for businesses that actually tie in with go high level in their CRM so I'm sorry to hear you're not uh enjoying your current job we've actually helped so many people quit their jobs and pursue sports cards trading full-time can I ask what it is that you currently do yes I'm a bank worker whatever that means do you like what you do as a bank worker no I actually hate it that is why I want to make money with cards again you can see me texting here I understand how frustrating it can be to dislike your job how long have you been working as a bank worker I have done it for 12 years wow that's quite a long time how many hours per week do you typically work so you can see it's asking these questions regarding what it is you do why don't you like your job how many hours do you work just to basically arise these emotions of you know their pain points of not liking their job and wanting a change for themselves financially and that is where we come in with our solution or my friend's solution of offering a sports card program where they basically teach them how to make money with sports cards to make a side income so they don't have all these problems but engaging with these leads is really important because this segues them into joining the webinar this increases their rate of them actually joining the webinar and then increases their chances of closing into the program so let me respond here I work 50 hour weeks and I actually have this capped I believe it only sends maybe 10 total messages uh just so that way we don't get blown up by leads and increase our chat gbt open AI cost so it might not respond here yeah so it's not going to respond to here but you can see how this works and essentially what it will do is once this thing's fine-tuned it'll basically push them to the webinar and say you know I'm looking forward to seeing you on the webinar it's Tuesday at this time um oh it looks like it actually responded so sounds like a lot of work has working that much caused you to miss out on certain activities yes it has I miss my son's baseball so we'll just keep going here through this these prompts it's always cool to see kind of what it's going to spit out because it's pretty unpredictable I'm sorry to hear that missing out on important events can be tough when did you realize that you don't like working as a bank worker two years ago so I think you guys get the point here it conversates back and forth as if it is Eric or as if it is your client it's pretty pretty amazing it's just basically just trying to bring out these emotions of why they don't like their job and why they want to make a side income and essentially increase their chances of booking them on the webinar and there's so many so many use cases to do with this and the fact that we could do this through go high level and having these chat Bots is amazing being able to talk with leads and talk with people but if you don't have it integrated with your CRM it may be a problem you know you won't be able to see these conversations you won't be able to integrate it with a CRM having it integrated with go high level is going to be a game changer especially for Eric he loves to go high level he said it has to be and go high level and so I'm going to show you in the next part of this video how I actually connected this with a third-party app and just some basic web Hooks and how I was able to integrate this into go high level so yeah I'll see you guys in the next Club so what we are going to do here is we're going to set this up I'm not an expert at setting this up I just follow this setup guide by Capri so let me try to walk you through the best way that I can so right here you're going to be prompted to basically log into your go high level and you could select any of your sub accounts right here I'm using a sub account called Major League profits that I used as a test you could see here I have the primary objective is opportunity status one connect when bot control let's see let's go with that one so next once we have this CRM set up here with our go high level we are going to come over to Ai and you're going to want to go to your openai account integrate your openai key obviously you know you could probably figure out how to do that just you know look up open Ai and go to your private key copy paste put that here and then next you're going to want to type in your prompt so you can see here this is my prompt so you are Eric Michael who is an expert at buying and selling sports cards you are speaking with a new lead for your online course teaching people to make money make a side income with sports cards these leads have already signed up for a webinar but you are here to warm them up before they join in a few days here's a script you should follow so so I have this script here that my friend Eric gave me let me actually pull it up here so you can kind of see what I pulled from I really just copy and pasted this info here so you could see ask these questions positive reply how to respond and so it really breaks all this down and I just basically copy pasted that it was really really simple and I just prompted it here saying you are Eric Michael who's an expert blah blah blah right here I'm going to set this as Chaturbate this chat gbt temperature 0.80 the max output length 150 because I don't want the I don't want this to be too long of a response and then you could see here there's a way to upload a knowledge base right now Capri you can only do it through a spreadsheet so if you have all this information you could copy paste into a spreadsheet and Google Sheets and then just you know copy paste the URL here for it to pull from that kind of vector database so there's that the frequency penalty I put at point one I just followed What it told me to do here on Capri and so yeah that is kind of how this works and in fullback mode so this is when it doesn't know how to respond to a message it gets so for me I have it so it says nothing and we'll just cut the conversation there so that is what the fallback mode is and so let's go ahead and submit this so once that is all set up you can come in here and there's this thing if you check right here it's called the emulator and so you could actually play around with the chatbot ask it questions and then also this is a great place to train it so you could actually if it spits out an answer and you don't like the answer you could basically say actually I want you to say this instead save it and then it just basically trains it here refines your answers so let me play around with this here hey there boom and so you could see it's working here you did I thought it was great so I don't need to go all the way through this but you can see this is the way you could test out the chatbot before it's actually directly integrated with your CRM and go high level and so in the next little clip here I'm going to walk through how to actually get it set up and go high level and this is a more complicated step so bear with me when I'm trying to explain all right so next we're going to go inside of our go high level account and we're going to set up some workflows here so let's go to automation you're going to create a new workflow start from scratch and this is going to be really simple so we're just going to do customer replied add that there and then we are going to want to make the first step here to be web hook and so this is going to send the data to zapier actually in order to trigger this so let's go back here we're going to want to copy paste this this is going to be the URL we're going to set this as post and not get remember to do that let's just say chat bot web hook or something like that just so you know not that important so you could see I have now set this up the next thing we want to do is we're going to add this custom data to this web hook basically I'm just following along here I'm going to copy and paste a lot of this information for the prompt I'm going to use my own prompt as well as use my own key so I'm not going to bore you I'm going to go ahead and do all that and we will reconnect after that all right so after that you're going to want to come here I'll leave a link below in the description with all of these links that you're going to be needing so this is basically the link to this snapshot so what a snapshot is it is basically a workflow so that will be how these web Hooks and such are connected and that way you're able to use chat gbt whenever somebody replies and it's just all automated so what you want to do you're going to fill this out for yourself boom and then we will download the snapshot so next we need to actually upload this snapshot to our sub account so you're going to want to come here you're going to want to come to sub accounts you're going to go to the sub account you want to manage let's click actions load snapshot and then you're going to want to select the Capri GPT 3 template snapshot so let's see proceed and now it will awesome so now it is loaded let's go to our sub account so I'm here in the Major League profits now if we go to automations we'll see in here now we have the snapshot these workflows set up so you can see this one right here is the one we're going to be using in order to make it so this AI chatbot conversates back and forth with new leads so yeah I'll show you me actually using it so guys now that the snapshot and the workflow has been added we're going to want to come over to contacts we're going to want to create a contact for ourselves to test this we're going to go come here add to campaign slash workflow this is just testing it out we're going to want to add this to the workflow customer applied paid ongoing convo gpt3 so let's click this workflow say test and then you will see I will immediately be added here okay and let's go over to the conversation so you could see I was just sent this message this was automatically triggered and I just received the message on my phone let's test this out I'll reply here hey congrats on registering for the sports Master Class were you able to watch the video I did it was awesome man cool so that sent you'll see it here and then it'll prompt us with another and this just shows that this is working smoothly so yeah that means that it's all working for you so guys that is the chatbot integrated with go high level basically to you know obviously conversate with leads and this is going to be really really valuable tool for Eric and I could only imagine how valuable this tool is going to be to a bunch of other agency owners I mean this is crazy the opportunity with this is nuts there's so many different niches you could go into with this basically anybody that has leads coming in you could basically automate this whole system for them and something I wanted to mention is a lot of people are throwing around the term chatbot I know I am everybody in the AI automation agency space is but using the word Chapa when you're pitching this to a client they sometimes already have a preconceived notion of what a chatbot is and they may not be interested for this I'm probably going to pitch this as I have a fully automated lead nurture system with AI I think that's a much more attention grabbing title for what it is that we really offer we are completely automated AI lead nurture system and that's really what it is that we actually created here and it integrates perfectly with our CRM so yeah guys I hope this was really really beneficial to you guys I hope you're able to build this out yourself Capri AI is really really awesome I have no affiliation with them I was just looking for a solution for Eric and I actually stumbled on it to integrate it with go high level so yeah I really hope you guys enjoyed that I want to hear your guys's opinion on this lead nurture system within go high level is this going to be something you're going to offer within your offer are you going to kind of package this up as a full lead nurture system I really see some amazing use cases for this I think this is personally better than just a normal chatbot that you are deploying to somebody if it's actually integrated in their CRM I think it's a Game Changer so I want to hear what you guys have to say about that below also join my Discord there's a link in the description it's an amazing Community we have about a thousand people in there now just networking I've met some amazing people in there and we do a weekly Mastermind every week bashing our heads together talking about our strategies what's working for us and there's already some people in there that are doing ten thousand dollars a month profit I'm not even joking there's a guy in there who's just absolutely killing it so yeah join my Discord as well as fill out my free resources below sign up and I'll send you my free resources I have a lot of people asking what is the presentation I use on one of my sales call videos and so I will send you the template and yeah guys I really really appreciate you guys following along I know I always say this but I'm just starting my agency I'm really in the beginning phases I'm just really in the dirt trying to grill figuring out exactly what my offer is going to be and working on something like this I think this is an amazing offer to actually go out there and start promoting to clients so yeah guys thank you so much for following along I really really appreciate it and yeah I will see you guys next video