Steps to Set Up the Conversation Funnel:
Access the Conversation Funnel Builder:
Identify the number of questions in your funnel: Intro, seven qualification questions, and a CTA (Call to Action).
Add Sections to the AI Setter:
Go to the AI setter interface.
Add sections: Intro, Qualification 1-7, and CTA.
Input the Conversation Funnel:
Copy and paste the script from the conversation funnel builder into the respective sections of the AI setter.
Configure the Intro Section:
Set the objective (e.g., identify if the lead is a good fit).
Input the custom values and script.
Configure Follow-Ups:
Add follow-up steps for each qualification to ensure continuous engagement.
Schedule follow-ups (e.g., 20 minutes, 2 hours, and 6 hours intervals).
Configure Qualification Questions:
Set objectives for each qualification question (e.g., determine if the lead has an established practice).
Input example questions and follow-up steps for each qualification.
Ensure Consistency and Save Settings:
Review all sections to ensure accuracy.
Refresh to confirm all settings are saved properly.
Final Steps:
Once the conversation funnel is configured, we’ll move to the next step: adding to the knowledge base and testing the AI setter.
Conclusion: We've successfully configured the conversation funnel for our AI setter. In the next video, we’ll build and add to the knowledge base, and then test our setup. Excited to see you there!
See you in the next one!