Problem: An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward. This is done using the following simple steps.
In the below example, the AI assistant got a response from a lead named Nicole asking a time for a meeting.
First, when assistant reads something like this, she marks this lead as a HOT lead. And then she forwards this HOT lead to her boss.
Now her boss wants to introduce himself to the lead - Nicole.
So all you have to do is.
Step-1
Click the lead URL that was sent to you in lead notification. If 7Targets is open, search for ‘Nicole’ on Lead list page.
Lead name with follow-up history will pop up.
Step-2
Here you’ll see the response from the lead. In this case, the lead is asking for a call to see the demo.
Step-3
Click on ‘Introduce Me’ to see a ready made introduction email popup.
Make changes to the ready made response message as needed. Notice that your real email id is pre-populated by the assistant in CC.
Step-4
Click on ‘Send Email’.
This is how easy it is to introduce yourself from 7targets.
If you have any further doubts you can directly mail us at info@7targets.com.