How to assign a lead to AI assistant using Email CC feature
CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead for the assistant to followup.
Every contact needs nurturing. Nurturing information needs to be relevant to the reader. If relevant success stories, relevant testimonials, relevant solutions are sent to a lead, you get higher and higher engagement. For this, we create a ‘Nurture table’.
Nurture Table is knowledge given to the Assistant to be used in emails written to leads so as to connect with the lead’s problem area better.
It is important to provide vertical specific knowledge in bit size information to the lead to invoke the interest and get the lead engaged. Each row in the nurturing table presents a bit size information that you want to share with your leads.
Assistant will add one row at a time in PS section of the email sent by the assistant.
Nurture table gives you an opportunity to get a 100% problem area coverage for your leads. Each lead may get engaged with some specific problem area.
Your customer success stories, data sheets, ROI sheets, videos, etc can become part of the nurturing table.
Some best practices around nurturing table are:
It is at times difficult to search and decide what to use for Nurture line.
Assistant Nurture line Suggestion feature can be used to solve this.
The suggested text/line could have possible text errors, so edit/remove after going through those suggestions and then save. Those lines are just suggestions from your Assistant with an intent to save you some valuable time.
How the assistant approaches the Lead Nurturing?
Some fine points to note what the Assistant does for proper Nurturing.
optimize the time to send the emailsbased on the time the email is typically read by the lead.
not send the email when the lead is Out of Office. Assistant can read and understand the Out of office emails and changes the next email send time appropriately to avoid sending any emails when the lead is Out of office
small emails and add one of the success stories, testimonials, etc from the Nurturing Table in the email as PS: section
Long Term Nurturing. The schedule to use for this Long Term Nurturing is configurable via Preferences.
Ability to copy an existing Nurturing table from one assistant to another is available on the Nurture page. On click of
Copy to Assistant button you would be presented with list of assistant to pick from.
The copied Nurturing table rows would be added to the selected Assistant’s Nurturing table.