Conduct an exceptional welcome meeting, showing the client that we already know their company and structure. Present the implementation process in detail, align expectations, and confirm mutual understanding of the objectives to be achieved.
Transition from sales to the implementer, highlighting the importance of this transition and ensuring that all necessary information is transferred.
Discuss and obtain agreement on the process of approving materials, information, and actions by the client. Establish that if the client does not approve the material within 5 days, it will be considered automatically approved, and that during the process, the speed of the client's response to information or actions may impact the implementation completion time. This helps keep the project moving and avoids unnecessary delays.
Ask questions to deeply understand the current sales funnel, discuss and identify how many and which area codes for phones will be needed, and collect information about calendars, including types, duration, and responsible parties.
Use this meeting to clarify any doubts about the client's business processes and how they can be better integrated into the system. Additionally, make the client aware of AI limitations, making it clear that initially, it will need to be trained until it aligns with the defined objectives. If the client cannot answer all the questions during the call, create a list of tasks/questions they need to answer and send it to the group, reminding them that we need this information to proceed with the implementation.
Examples of questions:
“Through which channels does your potential client reach you?”
“What is the complete client flow from acquisition to post-sale?”
“How is the conversion of this potential client done? Do you first gather information to provide a quote? Do you offer a free meeting? Do you clear doubts and send them for purchase?”
“Is there a need to create different pipelines?”
“Does the company go to the client, does the client go to the company, or is there an online meeting?”
“Schedule and availability, what are the operating hours? How long does the visit/meeting/service take? What is the minimum time between one appointment and another? Is there a need to separate calendars by service? Which responsible parties will be in each calendar?”
"Will numbers be used for calls and SMS through Avantto? How many numbers? Which area codes? Do you need the calls to be recorded?"
Specific questions for AI configuration:
“How far do you imagine the AI should go in the conversation/service flow?”
“Do you have any document or website with information about the business that can be used for AI training? FAQ common questions and answers? Company presentation? Service model?”
