Marcelo’s Services
Our opportunity generation services for consultative sales, driven by a conversational AI agent, encompass the following activities
Configuration
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Ideal customer profiling (ICP)
Comprehending the company's Ideal Customer Profile (ICP) is essential for establishing databases that include companies aligning with this ICP.
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Filtering and selection of prospects
Implements supplementary screening processes at both the professional and personal levels of potential contacts, utilizing publicly available information.
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Database construction
Setting up the initial database to be used by the AI agent in its relationship contacts.
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Data enrichment
Data enrichment of this database involves utilizing automated search tools to gather names, e-mails, and telephone numbers of the target personas identified for prospecting.
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Agent and CRM configuration
Setting up the AI agent and the CRM that NCG uses to help build and nurture relationships with potential customers.
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Content and training
Knowledge about the company and its product and service offerings, to prepare the content that will be used to train the AI agent.
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AI agent training
AI agent training with content provided by the client, and according to the company's strategies and tactics.
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Testing and quality assurance
Functional tests encompass comprehensive evaluations designed to verify the system's performance, reliability, and accuracy. Additionally, company approval entails a detailed review and endorsement by key stakeholders and decision-makers, ensuring that the approach adopted by the conversational AI agent is in alignment with the company's strategic objectives and quality benchmarks.
Execution
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Scheduling Meetings
The scheduling of meetings by the conversational AI agent with potential customers who align with your company's Ideal Customer Profile (ICP) can be enhanced by incorporating filter questions. These questions help determine whether to continue the relationship with the potential customer. Additionally, questions can be used to assess their needs and current usage of the products and services offered by the company.
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Confirming meetings
Contact by the AI agent with the prospect the day before the meeting to confirm their participation in the meeting. This contact will also be made automatically by email and WhatsApp if the potential client authorizes contact by this means.
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Follow-Up and adjustments
Daily monitoring and evaluation of the contacts established by the AI agent, incorporating necessary adjustments and refinements.
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Monitoring meetings
Follow up on scheduled meetings and send the meetings to the defined salespeople if they are not sent automatically, or review the meetings sent. -
Automation follow-up
Monitoring the automated execution of all processes within the CRM that facilitate the AI agent's tasks is crucial. This is particularly important for activities that involve maintaining relationships with potential customers and confirming meetings the day before they are scheduled to occur.
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Renew database
Establish a new database on a monthly basis to facilitate the AI agent's management of relationship contacts.
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Data enrichment
Data enrichment of this database involves utilizing automated search tools to gather names, email addresses, and telephone numbers of the target personas identified for prospecting.
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Reporting
Preparation and presentation of a report detailing the primary outcomes and key performance indicators derived from the activities conducted:
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A comprehensive report listing all scheduled meetings, including information on their confirmation status or if they are awaiting rescheduling;
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A detailed report on the total number of minutes connected;
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A thorough report documenting all interactions and their current status, such as "closed by attempt," "no interest," "in follow-up," and "attempting to contact," among others.
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Message Delivered
The key to more efficient and productive meetings
Scheduling meetings with conversational AI agents ensures that the company’s message reaches customers entirely and uniformly, increasing productivity and efficiency. AI also provides precise and personalized interactions and follow-ups, maintaining a consistent relationship.
Cost Savings
For companies with prospecting teams
They effectively reduce operational costs and diminish the necessity for a substantial human workforce and continuous training. They function efficiently with minimal oversight. Furthermore, they address employee turnover, absences, and delays, ensuring a consistent and dependable prospecting process.
Sellers Selling
AI agents make prospecting for new clients easier
Companies that prospect with their own sales team have advantages. This frees up salespeople to focus on closing deals, ensures that prospecting is done consistently, and provides tools to track and measure results, which is only possible when salespeople do it with help.
Get Marcelo on your team today!
No interviews are needed, and no HR is needed. Talk to our engineers, and we will create the intelligent employee you need today. Book a call with a Norfolk AI team member today.