Nancy is a seasoned property investment portfolio specialist dedicated to helping clients grow their wealth through property investment. Her target audience primarily consists of beginners in the field. However, as industry competition intensified, Nancy realized that her previous lead-generation methods were becoming increasingly ineffective.

Initially, Nancy attracted clients by offering a free introductory report on property investment. In exchange for this report, potential clients provided their email addresses, allowing Nancy to funnel them into her sales process. However, she quickly discovered that most of these leads were merely curious or in the early stages of consideration, far from being ready to purchase.

Next, Nancy tried producing a free video on basic investment strategies, promoted through ads that encouraged viewers to provide their email addresses to watch. However, analytics revealed that most users didn’t watch the entire video, often skipping sections. These users likely had some prior knowledge, and when they didn’t find the information they were looking for, they quickly lost interest, leading to low conversion rates.

‍

‍

Nancy also experimented with weekly online seminars. While these free webinars initially showed promise, as they allowed potential clients to interact directly with her and ask specific questions, this approach had clear limitations:

1. The webinars had to be held at specific times, causing her to miss out on potential clients who couldn’t attend.
2. Since the webinars were not available on-demand, many users forgot to attend, even after receiving reminders, due to their busy schedules. Meanwhile, Nancy had already spent significant advertising funds on these users, leading to a wasted budget.
3. Each webinar took up much of Nancy’s time, limiting how often she could host them.

Reflecting on these experiences, Nancy realised that the ideal lead-generation method should meet three key criteria:

• Provide real value and knowledge.
• Offer real-time answers to user questions.
• Be available when the user is most interested.

‍

She concluded that offering free one-on-one consultations at any time would be the best approach, but she knew this was practically impossible. Nancy couldn’t answer calls 24/7, and her time was too valuable to be spent constantly providing free initial consultations.

However, when Nancy discovered Operation AI’s Phone Assistant, she realised her vision for perfect lead generation could become a reality. This AI Assistant can answer client inquiries at any time and, after training, can respond to the fundamental questions Nancy wanted to cover. Most importantly, users can interrupt the AI at any point during the conversation to ask more specific questions. These features were exactly what Nancy needed.

Nancy redesigned her lead generation process around Operation AI’s Phone Assistant:

1. Nancy compiled the 50 most frequently asked questions into a set of answers for the AI Assistant to learn.
2. She promoted the AI’s free consultation service through social media and paid ads. Since there were hardly any similar services on the market, her campaign generated significant interest, attracting a large number of target users.
3. During the conversation with the AI, users’ basic questions were answered, and their contact details were collected. After the call, the AI Assistant immediately sent users a link to schedule a phone consultation with Nancy.
4. The AI Assistant also sent Nancy a summary of the call via email or CRM, including the contact details provided by the user. If the user didn’t provide contact details, the AI provided the phone number used to call the assistant.
5. By reviewing the call summaries, Nancy could easily assess the users’ needs and knowledge level and determine their position in the sales funnel.
6. If users schedule a call with Nancy, she can follow up promptly. If not, Nancy has their real contact number from the call summary, making further communication easier. Depending on whether or not users schedule an appointment, Nancy can easily categorise the quality of the leads and tailor her follow-up processes accordingly.

‍

‍

After deploying Operation AI’s Phone Assistant, Nancy found that her initial communication time with potential clients was significantly reduced. Additionally, these clients were better informed about property investment after interacting with the AI Assistant, significantly increasing her conversion rate.

Through the AI Phone Assistant, Nancy not only attracted a large number of high-quality new clients but also freed herself from repetitive basic knowledge communication. She used the time saved to close more deals, ultimately improving her business efficiency significantly.

‍