AI Summary

AI Sales Assistant Prompt Documentation

AI Summary (Functionality Breakdown)

1. Lead Quality Score

  • Quantifies lead’s potential value (0–100).

  • Based on:

    • Platform/source trustworthiness

    • Engagement metrics (time to response, interaction depth)

    • Keyword relevance

    • Similar conversion behavior

2. Conversion Probability (%)

  • Predicts the chance of the lead converting into a sale.

  • Uses:

    • Historical campaign and CRM data

    • Frequency and type of communication

    • Persona alignment

3. Lead Summary & Journey

  • 100-word overview including:

    • Source (e.g., Instagram ad)

    • Timeline of actions (form submitted, chat started, etc.)

    • Interaction details (missed calls, WhatsApp replies)

    • Engagement flags (budget range, signals of disinterest)

4. Ideal Persona Mapping

  • Matches the lead to successful past clients.

  • Highlights:

    • Common traits (age, location, interest)

    • Red flags or mismatch points (budget gap, wrong product category)

5. Next Best Communication Step

  • Recommends:

    • Channel (WhatsApp, Call, Email)

    • Time (e.g., weekday mornings)

    • Messaging tone (e.g., empathetic, urgent)

    • CTA (action-oriented message)

6. Conversion Playbook

  • Custom tactics to improve conversion odds:

    • Name-based personalization

    • Targeted offers

    • Multichannel outreach plans

7. Learn from Similar Conversions

  • Uses deal closure data from similar cases to:

    • Identify potential objections

    • Recommend the best-fit plan

    • Predict deal value


Use Cases

  • Sales agents analyzing inbound leads.

  • CRM systems automating follow-up strategies.

  • Marketing teams designing retargeting flows.

  • Business owners monitoring campaign ROI by lead quality.


Benefits

  • Reduces manual qualification effort.

  • Speeds up response with optimal channel and timing.

  • Helps improve conversion through personalization and smart targeting.

  • Learns continuously from past successes.

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