C.O.R.E. | Sales Process

Guiding Your AI for Conversion Success

Cereba's Sales Process section empowers you to define how your AI navigates conversations and guides leads towards scheduling appointments and ultimately, closing deals. By carefully crafting the steps and strategies your AI will use, you ensure a smooth and effective sales journey for every prospect.

Key Elements of Your AI's Sales Process

1. Defining Your AI's Role: Scheduling vs. Customer Service

Clearly establish the primary objective of your AI's interactions:

• Scheduling: If your priority is booking appointments, select "Scheduling" to focus your AI on qualifying leads and securing time slots.
• Customer Service: Choose "Customer Service" to prioritize providing information, answering questions, and addressing customer needs.

2. Setting the Appointment Focus: Qualifying, Sales Consult, or Service

Specify the type of appointment your AI should aim for:

• Qualifying: Used for initial screening calls to determine lead suitability.
• Sales Consult: Ideal for in-depth conversations about your products or services.
• Service: Appropriate for appointments related to customer support or issue resolution.

3. Choosing the Appointment Type: In-Person, Phone Call, or Virtual

Select the preferred method of interaction for your AI to present to leads:

• In Person: For face-to-face meetings at a physical location.
• Phone Call: For traditional voice conversations.
• Virtual (Zoom): For online meetings using video conferencing platforms.

4. Crafting Engaging Questions

Formulate compelling questions that encourage interaction, gather valuable information, and keep the conversation flowing smoothly toward the desired outcome. Think about open-ended questions that prompt leads to share their needs and pain points.

5. Establishing Qualifying Questions (Optional)

Implement deal-breaker questions to ensure leads meet your specific requirements before an appointment is scheduled. These are asked upfront, saving time and streamlining the qualification process.

6. Adjusting Scheduling Readiness

Determine the level of engagement required before your AI attempts to schedule an appointment. Consider the complexity of your product/service and how much information leads typically need before booking a call.

7. Managing Conversation Steering

Control how often your AI steers the conversation toward scheduling an appointment. Balance providing value and addressing lead questions with guiding them toward the ultimate goal.

Optimizing Your Sales Process

• **Analyze Your Existing Sales Flow:** Use your current sales process as a foundation and identify areas where AI can enhance efficiency and effectiveness.
• **Personalize the Approach:** Tailor questions and responses to your target audience and their specific needs.
• **Monitor and Adjust:** Continuously review your AI's conversations and refine the sales process based on performance data and insights.

By thoughtfully designing and continuously improving your Cereba AI's Sales Process, you create a powerful conversational engine that attracts, engages, and converts leads, driving your business growth.

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