NEW: GoHighLevel Conversion AI Auto Booking π€ AI Appointment Setter Bot 2024 (Advanced GHL AI) π
Transcript
3,959 wordsWhat's going on everybody Josh pook here founder and CEO of executive stride and in today's video I'm going to share with you something extremely extremely valuable that you must be doing in 2024 and onward I'm going to share with you how you can actually optimize your conversation AI booking bot within go high level so you can have automatic appointments being booked directly into your calendar being qualified being texted back and forth using go high levels conversation AI appointment booking bot you
Can fire appointment Setters if you're still paying thousands of dollars a month for your appointment Setters you're going to need to watch this if you're still doing this yourself manually every single day texting your prospects back and forth you're going to want to watch this so let's dive right into [Music] it here's just an example right this is not the best workflow all right this is not the best workflow I'm EXT I've been going extreme extremely uh deep into go high
Levels conversation Ai and just booking bots in general all right cuz there are different ways to do them you can leverage conversation AI you could also use uh API um web hooks directly back and forth between open AI or really any large language model but in this video we're going to specifically be talking about go high levels conversation Ai and the reason being is it's just the simplest to get started with and it is really really good and using useful right
There is a few improvements I would suggest to them um with it for one just making sure that the uh you know the models are most up to date being chat GPT 40 instead of like GPT 3.5 or four whatever or Turbo we want the most upto-date models but regardless it is still very useful so I'm going to share with you kind of walking through this flow I'm not going to dive super super nitty-gritty I've done videos in the past on
Conversation AI and showing you how to set it up block for block you know going through the different um contingency statements and how to set that up so if you want one of those videos check out some of those on my channel you just search my channel name Josh poock conversation AI they'll all pop up and I've been getting a lot of kind of people hitting me up about this whether it's booking calls or just more traction around this specific topic
Because right now everyone wants to implement something like this into your business and it is still new and there is still like issues you have to work around and you got to do it the right way because if you don't do it the right way um you're just you could actually burn your leads you could burn through leads and have it being like messaging them dumb stuff all right so you don't want to do that you actually want to make sure
It's trained the right way and that's kind of some of the topics I'm going to cover in this video because if you're going to go ahead and do this yourself yes you can hit me up you can book a call down below if you want us to implement something like this into your business but if you want to go about doing this yourself or if you're just curious to see if it is something you could do yourself I'm going to share
With you some things that I found in order to optimize this process okay so first off this is just an example for one of our clients and typically I'm going to share with you kind of what the flow looks like in a real life situation so I'm not just going to talk I've seen a lot of people do videos about conversation Ai and show you theory about how to set it up but I want to show you a real life example
To prove to you that this actually works and that you can Implement something like this into your business and if you're getting a bunch of leads come through like Facebook ads whether it's lead forms or surveys or maybe YouTube ads or or really anything whether it's organic or whatnot you're getting phone numbers and you're still doing the texting or you have appointment CS doing texting back and forth and they're not on top of the leads because we all know speed to
Lead is important all right if you don't follow up within the first five minutes of a league coming in there's drastically a huge percentage that are going to drop off within an hour it's like about 40% within a day it's over 50 within 2 to 3 days it's about 70 to 80% chance of dropping off yes you can still hound them and you can increase that percentage but we want to be fing up within the first 5 minutes and you know
Humans are not I don't want to say lazy but they're not perfect right you you know unless you have multiple Setters and they're all dialed in and they're all really trained up you're not going to get that it's going to be very hard and difficult to optimize for this so this is where this conversation AI bot comes in handy so quickly I'll just kind of show you some of the how this looks like in the uh workflow Builder and I'm going
To show you a real life example all right so Facebook lead comes in create opportunity we're tagging them with Facebook lead form um assign to user internal notification wait one minute all right we're sending them an email we're sending them a normal text so this is what I want to say I would suggest always starting with a especially when using conversation ai ai start with some normal text reason being is because you want something that's the same every single time so
We just say like hey is this Josh for example and then we go like hey this is so and so from so and so company or whatever the offer is tell them like hey you know are you still interested in this or whatever whatever you're really offering so and then this is contingent upon we're waiting 15 minutes if they don't respond to hey is this Josh this is like a very interest peaking question that most people were reped to if not
We're following up with that then we're going to wait four hours once we send that if they don't reply um or we're just waiting for hours in general or for a reply so if they reply we're automatically putting them into our first conversation AI sequence or question and if they don't then we're waiting four hours and then automatically following up with them so this is just a question basically asking um I'm not going to dive into opening this and like showing
You because this is like one of our clients accounts and it's customized to their industry but I'm going to show you this in real life example in just a second but you're going to like ask them like a qualifying question your first qualifying question and one thing I'll tell you guys when you're actually configuring your Bots um you can see here there's a lot of configurations here right so one thing I'll tell you guys I'll give you guys a little bit
Of sauce um just because I want to provide you guys with immense amounts of value so if you feel like you're getting value from this video make sure to smash that like button smash subscribe button it extremely uh helps me grow this channel um and yeah it just motivates me to provide more and more value for you guys cuz if you think this is valuable this is just the tip of the iceberg there's way more value but anyways you don't want
To have it where cuz let me tell you this guys no matter what industry you're in you don't you can't just copy what I'm doing showing you here because it's very custom all right this is not this is something new and this is something that you're you need someone that has some sort of like an engineer mind or you need to actually go in and test this all right you don't just want to put it build it and release it into
Your clients or your business just without testing it and you're testing it on prospects CU like I said from the start you can kill those leads you don't want to do that so you're going to be wanting to test this and when you're testing this you're going to find out that stuff doesn't work and you're going to need to change it you're going to need to change the programming of the bot and if you went into all your workflows and you
Went into and you had to change if you click on this bot you you'll see that it has the personality and the um the advanced prompts that you can program it with what I would suggest is adding those as custom values into your go high level account and then whenever you have to change the whole entire programming you can just change those custom values that's a little tip tibit right there that will save you extreme amounts of times and it's going
To make your appointment setting Bots way more quality all right because then you can just change it all at once and you can actually test it you're not going to be like oh I know I should change it but I don't want to have to go through my workflow and click everything and copy and paste and change the initial prompts all right so that's what I would suggest anyways next we are based on the question we have different contingencies that they're
Going through and essentially you know it's really just following up with them you know based on different contingencies and questions until they book an appointment that's what we're really driving for is the book an appointment and everything's leing to book an appointment we're sending them the calendar link and saying hey book an appointment we have a couple qualifying questions but that's really it all right and another thing I'll tell you guys is you really want to train your Bot all right
When we're doing this for a client we don't just set up a basic workflow it's not as simple as just like copying over snapshot and you know copying over workflow and like care copy and paste it's done no we really want to personalize it for our clients and this is what I would suggest for you guys as well you really want to train your Bot and take time and and actually train your Bot to either speak in your tone of voice
Learn about your company your origin story as well as um just all the information about your offer so just as an example I'll show you kind of like some stuff that we like to uh make sure our Bots are trained on so here's just an example this is not actually upto-date stuff but like this is like we have this hosted on a website just using a funnel all this information about our business you know coming from our case studies testimonials point
Of difference features benefits old way and doing things new way of doing things FAQs and this is all just trained that our bot is trained on all right if you want to like I said if you want us to do this for you set this uh you know Big Art uh infrastructure and um you know up customized specifically for your business then you can book a call at executive.com apply um but yeah that's something I would suggest to you guys when
Training your Bot I see a lot of people their bot isn't optimized because it's just not trained on their data you know it's not really uh and the the the main things I would suggest with the conversation AI you really got to know your stuff when it comes to prompting how to actually talk to promp so if you're new to like if you haven't been using chat GPT or any other llm or whatever the case may be and you just think
You can just talk to it normally uh you're going to be sadly mistaken when you actually come to implement your Bot I've seen a lot a lot of people like hey I I I put this in the prompt like don't do this and it's still doing this why is it doing this or you know that comes with testing and prompt engineering all right because especially right now too I believe conversation AI last I heard was about 3.4 hopefully they updated it
To some of the newer models but it's not perfect it's not it's not you really got to so you really gota make sure your quality in terms of prompt engineering and testing is is on point all right so train it on your foundational data on your business leverage systems so that you can quickly change the prompts and test and iterate and then make sure your flows are working too of course as you can see this is just one flow all right
We have other flows this is the new lead booking flow so if a new lead comes through Facebook we want to auto book into our calendar but we also want to noow autof flow so if a lead no shows we want it to automatically re-engage that lead and book them in we also want um you know if a lead goes stale or whatever the case may be we want these different workflows leveraging AI to do all this all right next is
I'm going to show you an example of this live in action because it's one thing for me to sit here show you a cool workflow you don't even necessarily know how this is going to work right is this thing going to actually work right this is a newer feature let's dive into it so here's just an example of one of our client's conversations this is one of many many conversations in and this is how simple it is and you know all
I have the lead connector app on my phone so I'm just seeing all these prospects talk to the AI and it's kind of it's awesome right you don't you we used to have to hire appointment Setters and pay them thousands and thousands of dollars a month to just do this right we still have appointment sets for other things and Setters for other things sdrs Etc but just for this specific task of like texting New Leads speed to lead you have to
Have someone full-time doing this right every single day or you're just burning through leads spending money on Facebook as it aren't converting so hey is this Patrick yes hey um it's so and so with so and so just left you a VM boy mail I wanted to reach out through text as well are you still looking to whether it's grow your business or whatever the case may be Prospect says yes great let's go to the next one um so he says
Yes also of course getting those emails this is as you can see like the email still hasn't gone out this is the email is just sending right now as he's replying so that's how quickly the speed to lead is it's like they just filled out a form or just submitted a quiz or an application and they're already getting texts from the AI or from the system so anyways hey Patrick um have you already done any blank have you done this in
The last five years some question qualifying question relating to your offer all right and then Pro says will be in the future all right so that means they're in the target market they're looking for what we're actually offering for in this case what our clients's offering ah I see what you mean no worries Patrick we can help you out and answer all questions about lank program you know the program the offer Etc we need to hop on a quick five minute
Call are you available today or tomorrow all right this call to action could be different depending on your industry right may not be a minute call I mean maybe you just want to say that regardless it could be a 15 30 minute call whatever this is the Disco call though so this is in the sales process we set up a disco call and then there's a sales call so it's two calls qualifying call and then the sales call so um this
Prospect says today great so great can you book a time in our you know advisors or profession s you know whatever consultant growth Consultants calendar here it is Boom link and then without you know you can see the time stamps here 208 208 209 all right very quick speed to lead Prospect books at 210 appointment details boom appointment confirmation boom opportunity updated boom hey Patrick got you booked for an appointment at Wednesday blank blank blank and then if we go to
The next one we'll start looking over your info provided so I can help you get to the next step in blank blank blank offer related let me know if you have any questions appointment booking sequence going out as well through email and Prospect says okay thanks so think about this someone think about that customer Journey that Prospect Journey oppos from other you know Journeys that maybe you have right now or that maybe you've just traditionally see where you know someone may
Fill out a form and they're not getting hit up right away right and then you just forget about that company you forget about what you actually opted in for and this happens time and time again we've seen it with many different Pro clients we worked with initially and just I see it so much right so this system is gamechanging conversation ai ai in general but I really love obviously I'm a huge proponent on go high level and their system and how
They set things up um definitely I see improvements that I know for a fact are going to be made with conversation AI but um you can still at this moment you can be leveraging it I know a lot of people they I've talked to so many people that are like oh I've seen that feature but I don't know how to use it or is it does it actually work is it at that quality level well I'm here to tell you it
Is if it's done right you have to do it right okay it could be a complete fail if you do it wrong but I hope this video as well as some of my other videos in my other videos I show you exactly like how to set these contingencies up but at the end of the day these are the kind of tips and like stuff I found from actually testing this out on multiple multiple different clients in our own business and doing
Different builds and you're going to need to test it out all right you're going to need to test it it's not going to be perfect there's going to be still mistakes even after you test it and you're going to need to iterate on the process you're going to need to come up with your own ideas you're going to need to train it on your own tone of voice and all that good stuff and but other than that guys I hope you
Got some value from this video this is um you know this is something that can completely change your business it can completely get leads booking into your calendar and it is real it is here the AI Revolution is here and it's only going to get crazier okay in terms of like AI cool calling Etc or AI appointment setting calling Etc this is really really good if you do it the right way all right so if you have any questions let me
Know in the comments Down Below guys you haven't already joined our free stri community where I give Advanced behind the scenes advice as well stri community.com free Facebook group free Discord Channel we have about 750 members in both combined um and we're going really quickly of like-minded entrepreneurs marketing agencies uh coaches Consultants AI enthusiasts whatever the case may be you can network with people like myself B2B uh professionals Etc and if if this is something that if you see this and
You're like hey I want this in my business you know I already have leads coming in you know you got leads coming in but maybe your Setters are you're spending a bunch on Setters or maybe some of them are lazy or maybe you just want something like this where it's so quick and you're dialed in um so your sales guys or yourself can just we about taking the calls or like even when this system's going out I still you still want
Your your people calling these leads even though the text is going out and it's sending them Via SMS you still want to be calling them right right speed to lead still is a thing but if you want this AI bot set up in your business is infrastructure train on your own data um optimize to your tone of voice your company's tone of voice and all that good stuff then book a call down below executiv stride. comom executive stridec slapp and speak
To myself and we can see if it even makes sense if uh you know what your industry you're in if we can get this set up what it would look like like I said this is not some copy and paste thing we do this very custom on a very custom base um you know project to project basis depending on your industry depending on your target market your offer Etc so we'll take a look at that and uh yeah you can see
Some of the case studies testimonials Etc but book a call right there if you're interested in you know implementing this in your business and getting our help other than that guys if you're doing this on yourself great I hope you got value from this video and you can Implement some of these tactics into your conversation AI with go high level and if you're new here we upload videos every single day valuable videos on AI valuable videos on go high level make
Automations nadn automations zapier Etc so make sure to smash that subscribe button to stay up to date for all the daily uploads and other than that I will see you in tomorrow's video guys keep hustling keep grinding and and of course guys accelerate your stride take care