Before we dive into the setup, let me introduce myself. I'm Ben, and I've been integrating AI automations into businesses since 2023. I also run a community with over 3,000 members, where I share insights and templates for AI solutions. This sales agent system was initially built for my inbound sales funnel, but it can be adapted for outbound sales as well.
Overview of the System
The sales agent system is triggered by a lead form on my website. When someone fills out the form, the agent springs into action. It researches the lead, finds their LinkedIn profile, and gathers company information. Based on this data, it creates a personalized call script and uses a voice calling tool to reach out to the lead. The call serves two purposes: gathering more information and qualifying the lead based on their budget.
Step-by-Step Setup
Step 1: Trigger the Agent
The process begins when a lead form is filled out on your website. This form collects essential information such as the lead's name, company, and contact details. Once submitted, the agent is triggered to start its tasks.
Step 2: Research the Lead
The first task for the agent is to research the lead. It uses a Google search module to find the lead's LinkedIn profile. This involves a search query combining the lead's name and company. The search results are then processed to extract the LinkedIn URL.
Step 3: Scrape LinkedIn for Information
Once the LinkedIn profile is found, the agent scrapes it to gather detailed information about the lead. This includes their job title, company role, and other relevant details. The agent also attempts to find the company's LinkedIn profile for further research.
Step 4: Research the Company
In addition to the lead, the agent researches the company. It scrapes the company's website and LinkedIn profile to create a comprehensive company summary. This information is crucial for personalizing the call script.
Step 5: Make the Personalized Call
With all the gathered information, the agent generates a personalized call script. It uses a voice calling tool to contact the lead. The call script includes specific questions to gather more details about the lead's needs and to qualify them based on their budget.
Step 6: Follow-Up Communication
If the lead is qualified, the agent sends follow-up messages through WhatsApp, email, and LinkedIn. These messages include a booking link for a meeting. If the lead is not qualified, the agent may refer them to another agency that better fits their needs.
Step 7: Update the CRM
Finally, the agent updates the CRM with all the information collected during the process. This includes details from the lead form, call outcomes, and any additional notes.
Tools and Technologies Used
- Relevance AI: A no-code AI agent builder that simplifies the creation of automated solutions.
- Make.com: Used to trigger the agent from the lead form, thanks to its native integration with Typeform.
- Google Search Module: For finding LinkedIn profiles.
- LinkedIn Scraper: To gather detailed information from LinkedIn profiles.
- Voice Calling Tool: For making personalized calls to leads.
- WhatsApp Module: To send follow-up messages from a personal WhatsApp number.
- CRM Integration: To update the CRM with lead information.
Customizing the Agent for Your Needs
To customize this setup for your business, you'll need to adjust the lead form questions and the call script to match your specific requirements. You can also modify the follow-up messages and CRM fields to align with your sales process.
Conclusion
Building a no-code sales agent can significantly streamline your lead management process. By automating research, communication, and CRM updates, you can focus on more strategic tasks. The template for this agent is available for free in my community, allowing you to easily replicate and customize it for your needs.
FAQs
1. Can I use this sales agent for outbound sales?
Yes, the agent can be adapted for outbound sales by modifying the lead generation process.
2. How do I integrate the agent with my existing CRM?
You can use the CRM integration module in Relevance AI to connect with popular CRM systems like HubSpot.
3. Is it possible to add more communication channels?
Yes, you can expand the agent's capabilities by adding additional communication tools like SMS or Slack.
4. What if the lead's LinkedIn profile is not found?
The agent is designed to handle such scenarios by skipping the LinkedIn scraping step and proceeding with available information.
5. How do I ensure the agent complies with data privacy regulations?
Ensure that your lead form includes a privacy policy and obtain consent for data processing. Additionally, configure the agent to handle data securely.
