Build a Motivated Seller Lead-Qualifying Bot in Minutes
Build a Motivated Seller Lead-Qualifying Bot Inside GoHighlevel in Minutes 🚀💻🤖
Are you ready to revolutionize your business with AI-driven automation? Say goodbye to manual processes and virtual assistants—welcome to a smarter, faster way to prequalify leads and book calls seamlessly. In this guide, we’ll walk you through creating a prequalification bot using AI automation, saving you valuable time and money while keeping you ahead of the competition. Let’s dive in! 😊
Why Build a Prequalification Bot?
A prequalification bot serves as your 24/7 assistant, reaching out to leads via SMS, handling prequalification questions, and even booking a call or assigning tasks for follow-ups. This not only boosts efficiency but also ensures that no lead is left unattended. If you’re still relying on virtual assistants or manual texting, it’s time to upgrade and streamline your processes.
Getting Started: Setting Up Custom Fields
The foundation of your prequalification bot lies in custom fields. Follow these steps to set them up:
- Go to your settings and navigate to the "Custom Fields" section.
- Create a folder named something like “Prequalification Questions” to organize your fields.
- Add the necessary fields such as Property Condition, Rent Rate, Monthly Payments, Primary Selling Reason, etc.
- Ensure most fields are set as text inputs to capture detailed responses, except for numerical data like rent rates.
These fields will capture all the essential information from your leads, providing a solid foundation for automation.
Building the Workflow: Automating the Conversation
Once the custom fields are ready, it’s time to move to the workflow. Here’s how to start:
- Go to your automation section and create a new workflow from scratch.
- Add actions like “Conversation AI” to engage leads through SMS conversations.
- Include branching logic for responses—e.g., “Yes” or “No” to determine the next step.
- Customize the bot's personality and instructions to suit your business needs.
This step ensures your bot can guide leads effectively through the prequalification process, adapting to their responses.
Key Questions to Include in Prequalification
Your bot should ask the right questions to gather all the necessary details. Here’s a list of essential queries:
- What is the condition of the property?
- Is the property vacant? If yes, how long has it been vacant?
- What updates have been made in the last five years?
- What is the primary reason for selling?
- Have you tried selling the property before? If yes, what happened?
Tailor these questions based on your business needs to capture critical information effortlessly.
Handling Non-Responses and Timeouts
Not every lead will respond immediately, but that doesn’t mean you should let them slip away. Here’s how to handle timeouts effectively:
- Create a “Time Out” branch in your workflow to re-engage leads later.
- Set up automated follow-ups to keep the conversation going until they respond.
- Limit retries to avoid over-messaging, and move on to the next question if needed.
This ensures that your bot remains persistent without being intrusive, maximizing the chances of re-engaging leads.
Booking Calls or Assigning Tasks
After prequalifying your leads, it’s time to take action. Depending on your preference, you can either:
- Book a Call: Set up the bot to schedule calls directly on your calendar, ensuring no delay in lead follow-ups.
- Assign a Task: Automatically assign tasks to your team or yourself with instructions to call the lead immediately.
Both options are designed to ensure that no lead falls through the cracks, keeping your pipeline active and productive.
Why You Need This Automation Today
If you’re still spending hours on manual processes or paying virtual assistants to handle repetitive tasks, you’re falling behind the competition. This prequalification bot empowers you to:
- Save time and reduce operational costs.
- Increase lead conversion rates with faster response times.
- Focus on high-value tasks like closing deals.
Pro Tip: The faster you respond to leads, the higher your chances of converting them. Don’t let outdated processes slow you down!
Take the Next Step
This guide has provided a comprehensive overview of creating a prequalification and appointment booking bot. If you want to take your business to the next level but don’t have the time to set everything up, I’ve got you covered. My team offers a done-for-you system that manages everything from lead generation to deal closing. 🚀
Book a call with me today to discuss how we can help you implement AI and automation into your business. Don’t wait—stay ahead of the curve and watch your leads and sales skyrocket!
What’s stopping you from automating your business? Share your thoughts or questions below—I’d love to hear from you! 😊
