BEFORE
Audrey, head of a division, was tasked with reconnecting with past clients.
Her goals were threefold:
nurture relationships,
seek referrals, and
make sales.
The challenge? The messaging had to be sincere and customized to different client groups who had purchased different products. It couldn't be just a generic sales pitch. And it had to be in two languages.
Crafting these scripts felt overwhelming. That's why she kept postponing the rollout as she felt that the stakes were too high to rush this job. In other words, she was procrastinating.
AFTER
With the support of an AI assistant, Audrey quickly created highly personalized scripts in both languages that targeted each client group with just the right tone.
This allowed her sales team to test the scripts on a small sample of past clients.
Based on the pilot test's feedback, the AI assistant provided suggested adjustments to word choices and even the order in which questions should be asked to improve the chances of a positive outcome.
HOW WE MADE IT HAPPEN
We worked with Audrey to set up her AI assistant with the relevant information to analyze her team's needs and produce high quality detailed scripts in two languages. Keeping purchase history and potential needs in mind, the scripts were personal and relevant, yet left enough room for the sales team to improvise.
We also provided 1:1 personal training for Audrey to create effective AI prompts and fine-tune the scripts.
WHAT WE FOCUSED ON
Rethink the solution: We used AI to get the job done and provide a starting point from where the team could improve.
Capitalize on AI's strengths: AI allowed us to use client data and feedback and turn these into actionable insights.
Start small and scale: We focused on testing the scripts in small batches, refining them before deploying to all clients.
Audrey was pleased with the outcome as it cut down tremendously on the time it would have taken to get the scripts "just so". Plus, she now knew enough to successfully integrate her AI assistant into her other workflows.
Could AI help you achieve the same?
If you’re curious about how this could work for you, Let’s set up a call to talk about what you’re working on right now.
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