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

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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.

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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.