At Charlie AI, our mission is to be the tech that powers the next generation of sales teams and entrepreneurs who are creating transformational change in the marketplace. We aim to deliver exceptional results and help businesses change people’s lives.
One of the clients we have worked with is Jeff Kloepping, the founder of Built for Life Coaching. Jeff’s coaching business has several different avatars, but for this case study, we will focus on the use case for women who want to change their lives.
With Charlie AI, Jeff achieved impressive results. In just the last seven days, Charlie helped him sign 75 leads, with an 80% response rate and booking 66% of the responses for a conversation or call. The lead to book ratio is an outstanding 53.33%, far surpassing the industry average of 10%.
But don’t just take our word for it. Here’s a testimonial from Jeff himself: “Before using Charlie, I struggled to find virtual assistants I could trust. I wanted to automate my lead follow-ups without relying on someone who might not care about my business. With Charlie, I have full control over the messages and responses, and it has made a significant difference in my business.”
At Charlie AI, we take every client through a three phase optimization process to ensure the best results for their business. This process allows us to build, train, deploy, and optimize Charlie on their account, maximizing its effectiveness.
In this phase, our prompt engineer meets with the client to evaluate their target audience and understand how Charlie, the AI setter, should communicate with them. By assessing the client’s avatar and their needs, we can determine the best approach and personality for Charlie to produce optimal results.
After building the machine and setting up the necessary automations, we move to the prelaunch phase. The client has a follow-up meeting with their account manager, who reviews the progress made so far. This ensures that everything is in order before ramping up and scaling the lead volume.
Phase three involves the launch of Charlie and a three-step process to optimize its performance. Step one is audience verification, where the client receives their first 20 calls from Charlie and provides feedback on the quality of those interactions.
Step two is message optimization, where we delve into the client’s knowledge base and provide additional information to Charlie about their business. This helps train Charlie to disqualify leads earlier in the sales process, saving time and effort for the client.
Step three is conversion optimization, where we focus on optimizing three key metrics: response rate, response to call-to-action ratio, and lead to booking ratio. Our goal is to achieve a high response rate, a significant number of conversations resulting in bookings, and an efficient lead to booking ratio.
The optimization process offers several benefits for our clients. It allows them to automate lead follow-ups, freeing up time and resources. The machine learning capabilities of Charlie enable continuous improvement, ensuring that conversations become more refined and effective over time.
With Charlie’s help, clients can achieve exceptional results, such as high response rates and impressive lead to booking ratios. By optimizing messaging and targeting the right audience, businesses can scale efficiently and increase profitability.
Relying on a human workforce for lead management can present several challenges. Hiring and training virtual assistants can be time-consuming and may not guarantee consistent performance or dedication to your business. With Charlie AI, these challenges can be overcome, allowing you to automate lead follow-ups and appointment setting with ease.
One of the key advantages of using Charlie AI is its ability to handle a high volume of leads without getting tired or bored. Unlike human employees, Charlie AI works tirelessly 24/7, ensuring that no lead goes unanswered. This level of automation frees up your time and resources, allowing you to focus on other important aspects of your business.
Training Charlie AI is a one-time process that offers unlimited scalability. Once trained on your business and messaging, Charlie can handle as many leads as you assign it without any drop in quality. Whether you want to assign 100 leads or 1,000 leads, Charlie AI can efficiently manage the workload, ensuring every lead receives a prompt and personalized response.
Furthermore, the quality of conversations with leads improves over time as Charlie AI gathers more data and interacts with more leads. With each conversation, Charlie AI becomes more refined and effective, optimizing its performance to deliver the best results for your business.
Don’t just take our word for it. Jeff Kloepping, the founder of Built for Life Coaching, experienced the efficiency and profitability of the sales process with Charlie AI. According to Jeff, “Before using Charlie, I struggled to find virtual assistants I could trust. With Charlie, I have full control over the messages and responses, and it has made a significant difference in my business.”
By leveraging the power of automation and scaling with Charlie AI, businesses can streamline their lead management process, increase response rates, and achieve impressive lead to booking ratios. With Charlie AI as your AI appointment setter, you can focus on what you do best while knowing that your leads are in capable hands.
Once the initial building and training phase of Charlie AI is complete, we move on to the launch and optimization phase, consisting of three important steps:
After the launch, we provide the client with their first 20 calls from Charlie. The client then reviews these interactions and provides feedback on the quality of the conversations. This step helps verify that Charlie is effectively communicating with the target audience and allows for any necessary adjustments to be made.
In step two, we dig deeper into the client’s knowledge base and provide additional information to Charlie about their business. This helps train Charlie to disqualify leads earlier in the sales process, saving time and effort for the client. By optimizing the messaging and ensuring that Charlie has the necessary information, we can improve the overall efficiency of the lead management process.
The final step focuses on optimizing three key metrics: response rate, response to call-to-action ratio, and lead to booking ratio. We aim to achieve a high response rate, a significant number of conversations resulting in bookings, and an efficient lead to booking ratio. These metrics are essential in determining the success of Charlie’s performance and the effectiveness of the overall lead management system.
Throughout the optimization process, we prioritize the importance of an exceptional response rate and response to call-to-action ratio. A high response rate indicates excellent product-market fit and effective messaging, while a strong response to call-to-action ratio demonstrates the ability to turn conversations into bookings.
It’s worth noting that our client, Jeff Kloepping, achieved an impressive lead to book ratio of 53.33%, far surpassing the industry average of 10%. This exceptional result showcases the efficiency and profitability that can be achieved by leveraging Charlie AI to automate lead management and appointment setting.
Let me introduce you to the founder of AI Setters, Iggy Odighizuwa. With a wealth of experience in building successful online businesses, Iggy has a passion for helping entrepreneurs and sales teams harness the power of AI to transform their lead management and appointment setting processes.
Having built his own seven and eight-figure online businesses, as well as contributing to the growth of four other eight-figure businesses, Iggy understands the challenges and opportunities that come with scaling and automating sales operations.
At AI Setters, Iggy specializes in training AI appointment setters like Charlie AI. Using cutting-edge technology, AI Setters can automate lead follow-ups, appointment setting, and lead management, freeing up valuable time and resources for businesses.
The key to success with AI Setters is a combination of a good offer, effective lead generation, and the ability to close deals. By plugging Charlie AI into your business, you can leverage its capabilities to turn your leads into qualified appointments with high intent.
With Charlie AI, you have full control over the messages and responses, allowing you to customize the AI’s communication to best represent your business and resonate with your target audience.
AI Setters offers a three-phase optimization process to ensure the best results for your business. This includes building and training the AI setter, deploying it in your business, and optimizing its performance over time.
If you’re interested in exploring the potential of Charlie AI for your business, request a demo today. Discover how this AI appointment setter can transform your lead management process, increase response rates, and achieve impressive lead to booking ratios. Take the next step towards automating your sales operations and scaling your business with Charlie AI.
By examining Lindsay’s results after implementing AI appointment setters, we can see a significant impact on her business.
By fine-tuning the messaging and optimizing conversions, Marcus achieved remarkable results.
The client experienced a significant transformation in their sales process efficiency.
