Intelligent Conversations are the foundation of Trusted Advisor Relationships
Vendors pitch their products to doubtful and unengaged prospects.
Trusted Advisors personally relate their benefits to their clients.
“Benefits are Personal” so agents today must make every conversation “personal” by using AI to Personalize every opening statement . . . and active Intelligent Conversation (AIC) is required to sustain the Relevance in every opening statement
Your Activities for Today, This Week, This Month in a “Big Picture” with links to all the prospect lists you are working, i.e., Leads to Qualify, Hot Leads to Close, etc.
How Can YOU Use The System?
Import your leads OR integrate with your CRM
Create a call list
Start making your calls
Use the Playbooks & Talking Points to guide you through your call
You can search for a topic during your call if it's not in your Playbook (Talking Point Search)
You can change your Playbook during your call
Send a follow-up email/proposal to that prospect based on what you just discussed
Create marketing email campaigns to help you stay in contact with your prospects
Review the Story So Far before you have any further contact with your prospect, so you can pick up right where you left off
Active Intelligent Conversations (AIC) can guide the conversation to establish a trusted advisor relationship by creating:
Opening statements that reflect everything known about the prospect:
Demographics - title, industry, company size etc.
Activity - time spent on your website or videos
An accurate Story So Far of all previous interactions with you and others in your company
A Talk Track or Call Guide that is AI Generated to be exactly:
The discussion points of interest to the prospects
In the sequence to maintain the prospects interest
To build the prospect's recognition that you are competent
Professionally written messages to build their trust in you
AIC that uses the duration of the points discussed to:
Actively evolve the Talk Track during the call
Suggest "the next thing to say" based upon what is known about the prospect
Suggest "the next thing to say" based on what you are learning during the call
Dynamically rebuild the Talk Track during the call