AIO (A.I. Only) leads
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Mike Dickey
There needs to be a place a pipeline/lead can live if we only want AI to work. For example, I currently have my guys pin a note of AIO. This is an easy way for them to see what leads they no longer need to work. We dont want to dead or snooze the lead as we want AI to periodically check in with the "fresh" lead. My team has worked this lead for about 2 weeks with calls, text, and emails and no luck moving the customer forward. It would be similar to the snooze bucket but this bucket AI would stay engaged.
Jonathan Schultz
updated the status to
gathering votes
Shelby Parker
Thank you for posting, Mike Dickey! I have a few more questions for you:
- Can you provide more details on how frequently you would like the AI to check in with the 'fresh' lead?
- What specific actions would you like the AI to take when engaging with these leads?
- Are there any specific criteria or conditions that should trigger the AI to stop engaging with a lead?
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Mike Dickey
Shelby Parker
- It can be daily. The purpose would be to re-engage the customer.
- Standard follow up. Again, whatever to create re-engagement.
- Removing it from the bucket. Similar to how AIM is working. AI can continue the conversation until a salesperson is needed to take back over. Mentioning the salesperson that re-engagement has taken place would be step 1.