Automate Your Booking Process 🔍

and welcome to my first edition with Relay app AI workflows and today I prepare one interesting use case that can be really helpful for you if you have if you want to have better sales call with your potential prospect which means I create hyper personalities assist sales script when someone submit a form with you it use all informations from the LinkedIn URL and combine with your offer doc and the sales script template to create hyper personalized sales script with specific questions to ask which are really important for your offer that you are selling so in this case the workflow goes really simple it goes from this when somebody submit a form it took the profile URL connect with your with that profile sales script template and the offer doc then it extract script from the from the web in the cloud so we can move it to the notion and the final step is to move to the notion so let's see how this work in a practice.

So let's say in this case, my friend Jenny is interested to book a call with me and she has amazing tool trackfinity, which I highly recommend by the way.

And let's say I wanted to close her to build her personal brand and monetize it as a affiliate marketer.

So let's just copy URL.

Let's pretend that Jenny submit the form.

Okay, CEO, these questions can be really helpful for you as well, you know, but it's not that so important as a part of this automation.

So I'm gonna put whatever I want here.

And when, when you submit a form, I leave the URL link of my booking page inside of the tally and it goes directly to discovery call booking page to book a call with me.

And I also am going to receive the tally form.

As you can see here that she submitted form now, but in the back end the application goes and running and it will scrape all the information about Jenny and move forward.

So let's wait until it's finished.

And automation is finished.

So as you can see it has fifth run and it's gonna store the script inside of my new sales script page inside of Notion.

And it is here now when it comes to the script it is.

It is really hyper personalized.

It has really great structure to prepare and ask specific, specific questions.

You know inside of the call, during the call.

Sorry.

And as you can see it has micro report.

Great.

Connect with you today.

How's everything going in Lisbon?

So which means it already knows where she's based.

Notice you're running both Jackfinity and Rock Ahead.

You know, incredibly busy between developing developing tracking solution and optimizing affiliate programs for clients.

Which is true.

She running to both of the companies.

And you know I'm curious, how did you come to know as a track the track tracking girl in the industry that's such a distinctive personal brand, you know.

And it had, It goes with her name and you wait for response.

And then you can go further.

Then you can establish primary motive to ask why she book a call with you.

Then when she mentioned specific answer you should reference to her answer.

Then you know you can ask questions such as can you share more about your current structuring your affiliate programs?

For example.

In this case these questions will really helpful for me.

So after the call I can do two things from the transcript.

If I record the call of course.

One is to use Another automation that can send automated proposal using the transcript as context and my offer as well and send personalize it proposal for her.

Or even I can use the context to create Create content strategy, profile optimization roadmaps when we start working together.

So it has various approach how we can use the transcript from the call.

And it goes down like maybe this call can go like I don't know from 30 minutes to one hour depends on the call.

Every call is unique and it covers each step of the call.

Where you understand where is the prospect right now, where it should be, what is stopping them to move forward.

And then you can push them in a way like from 1 to 10 scale how this is important for you.

And it has also get good tricks how to avoid the pricing, situation and so on and so forth.

And what is really important to mention is that I don't suggest that you should read from the script.

Every call is unique, every call will go on going different ways.

Right?

But this is really great way to prepare yourself for the call to ask specific questions that will help you later to do better proposal or use the transcript in other ways.

Now once we understand what happened, let's see how this workflow is created.

Now the first trigger is the tally form which is the discovery call as a name of the form submission.

The filter I include is just LinkedIn URL because that is the way how I can pull up the information about Johnny.

Then the next step is it's gonna take her URL and allies all information about her.

In this case I just test from other with another person for example.

But you can each step test here, it's free, you don't need, don't spend any credits for each step which is great.

And also what is great about Relay app, it has really great integration with LinkedIn and they have built inside of each workflow the tool that can you use, you know to extract information from the LinkedIn.

So once we get information about Jenny we go into the most important step which is the AI step where I create a prompt that gonna use her profile URL combined with my sales call scre script template which is this file here and my offer doc which is this file here and then combine all those information to create specific personalized questions following the sales script template but also using the context from her profile and information from there.

And of course again you can test this step here.

by the way in this, in this case you should have your of course your unique offer doc sales call screen template.

I'm gonna leave it as a part of this as well.

Now the step after this is to extract script and transformed into text so we can move it to the notion.

And in this case I just use this simple credit this step and take the sales script as output to take information from there and finally to move into the notion where I connect the page as a database which is this and then I also take the from tele form the name of the submission right so it can fill up this column here which is the names and of course I take the sales script output from the previous step to move it here and this is it like simple as that.

What is really great about Relay that you can name each step.

You can easily share a template which I'm gonna do for this particular case.

You'll have all information below in the post.

And you can also snap the all images from each step you create inside of this, template.

So I hope this was helpful.

as I said, this is one of my first relay workflows.

It is really simple, but as I said, you can update this workflow.

You can create, I don't know, specific, adjustment for your use case.

You know you have tons of different options that you can, improve it or whatever he wants to do.

I highly suggest the Real AI app.

I find the most easiest tool that you can use to create AI automation, AI agents.

And I hope you like this video.

Thank you for watching.