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Sales Process Automation

Total Time Performed by Team Member
Total Time Saved by AI

This workflow automates the sales process from lead capture to follow-up. AI drafts emails and proposals, manages leads, and schedules meetings, ensuring a streamlined sales process.

Problem Solved

Disjointed and inefficient sales processes hindered lead management and conversion rates. Automation improved lead management, increased conversion rates, and reduced manual effort.

Workflow

AI-Performed Tasks:

  1. Step 1: Sales emails and proposals drafted by ChatGPT.
  2. Step 2: Leads captured and managed in Salesforce/Zoho CRM.
  3. Step 3: Make/Pabbly Connect automates follow-up tasks and reminders.
  4. Step 4: Meetings scheduled via Calendly/Google Calendar.
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Sales Process Automation

This workflow automates the sales process from lead capture to follow-up. AI drafts emails and proposals, manages leads, and schedules meetings, ensuring a streamlined sales process.

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Thank you - Please schedule a consultation with one of our team members to setup your automation https://meetings.hubspot.com/aioutsourcehub

Explore Our Pricing Options

Find the Plan that Best Fits Your Content Strategy

Features
  • Personalized CRM & App Access
    Personalized CRM & App Access
  • Lead & Marketing Automation
    Lead & Marketing Automation
  • Create Landing Pages & Websites
    Create Landing Pages & Websites
  • Initial Setup & Updates
    Initial Setup & Updates
  • Detailed Analytics & Reports
    Detailed Analytics & Reports
  • Quarterly AI Strategy Calls
    Quarterly AI Strategy Calls
  • Outsource your daily AI tasks to us - 1 per day
    Outsource your daily AI tasks to us - 1 per day
  • Hands-Off Success
    Hands-Off Success
  • Custom Chatbot Development
    Custom Chatbot Development
  • Zoom and In-Person Meetings
    Zoom and In-Person Meetings
  • Ai-Powered Marketing Audit
    Ai-Powered Marketing Audit
Core Plan
$199 / month
  • Personalized CRM & App Access
  • Lead & Marketing Automation
  • Create Landing Pages & Websites
  • Initial Setup & Updates
  • Detailed Analytics & Reports
  • Quarterly AI Strategy Calls
  • Outsource your daily AI tasks to us - 1 per day
  • Hands-Off Success
  • Custom Chatbot Development
  • Zoom and In-Person Meetings
  • Ai-Powered Marketing Audit
Ai Growth Plan
$299 / month
  • Personalized CRM & App Access
  • Lead & Marketing Automation
  • Create Landing Pages & Websites
  • Initial Setup & Updates
  • Detailed Analytics & Reports
  • Quarterly AI Strategy Calls
  • Outsource your daily AI tasks to us - 1 per day
  • Hands-Off Success
  • Custom Chatbot Development
  • Zoom and In-Person Meetings
  • Ai-Powered Marketing Audit
Ai Pro Plan
$499 / month
  • Personalized CRM & App Access
  • Lead & Marketing Automation
  • Create Landing Pages & Websites
  • Initial Setup & Updates
  • Detailed Analytics & Reports
  • Quarterly AI Strategy Calls
  • Outsource your daily AI tasks to us - 1 per day
  • Hands-Off Success
  • Custom Chatbot Development
  • Zoom and In-Person Meetings
  • Ai-Powered Marketing Audit