Voice ai expert
Upwork

Remoto
•1 day ago
•No application
About
For your client’s request, here’s how I suggest approaching it, outlining the steps and process flow for managing 24,000 leads and connecting 100 leads a day into their calendar on GoHighLevel (GHL): --- ### **Client Request Breakdown** * **Total Leads:** 24,000 * **Daily Lead Connection Goal:** 100 leads/day * **Final Action:** Book leads into their calendar on GoHighLevel (GHL) ### **Proposed Solution** 1. **Lead Segmentation:** * Break down the 24,000 leads into manageable segments for effective tracking and outreach. * Use tags and filters in GHL to categorize leads (e.g., hot, cold, warm). * Prioritize leads based on specific criteria (e.g., engagement, demographic, location, etc.). 2. **Outbound Calling Strategy:** * **Automation Tools:** Use an automated dialer or a custom AI outbound agent to dial 100 leads per day. The agent will qualify the leads based on pre-set criteria and then pass qualified leads to the booking phase. * **Qualification:** Ask questions to gauge interest, availability, and urgency. Some key questions can be: * What service are you interested in? * When is the best time for you to discuss this in detail? * Are you ready to schedule a consultation or demo? 3. **Booking into GHL Calendar:** * Use GHL’s **Appointment Booking** feature: * **Automated Link Sharing:** Provide the lead with a link to your client’s GHL calendar during the call. * **Manual Entry:** If the lead confirms a time on the call, the agent can manually book the appointment into GHL. * **Calendar Sync:** Ensure that the GHL calendar is synced with the agent’s availability in real time to avoid double bookings. 4. **Lead Nurturing:** * For leads who are not ready to schedule immediately, create follow-up sequences using GHL’s **automated workflows** to send reminder emails, text messages, or retarget via social ads. * **Reminder Automation:** Set up reminders in GHL to follow up on leads that didn’t commit to a booking during the first contact. 5. **Daily Performance Tracking:** * Use **GHL analytics** to track the success rate of the outbound calls and the number of leads successfully connected and booked each day. * Make adjustments to outreach strategies based on performance metrics (conversion rate, no-shows, etc.). 6. **Lead Volume Management:** * Spread the 100 daily leads across different agents, if applicable, to maintain efficiency. For example: * 5 agents working on 20 leads each per day. * Automated tools for dialing 50 leads per agent, with 50 leads manually managed for follow-up, qualifying, or additional information. 7. **Integration with CRM:** * The outbound agents should use **GoHighLevel’s CRM** to track each lead’s status, notes, and actions taken. All data should be accessible to ensure no lead falls through the cracks. --- ### **Daily Action Flow (Example)** 1. **Morning Call Session:** * Outbound agent starts dialing leads. * Calls 50 leads, qualifying them, and recording results. * Booked leads are entered into GHL calendar automatically or manually. * Sends follow-up emails or texts to those who did not schedule. 2. **Afternoon Call Session:** * Continue dialing the next set of 50 leads. * Same process: qualifying, booking, follow-ups. 3. **Post-Call Analysis:** * Review metrics for the day in GHL. * Assess conversion rate and number of appointments booked. * Fine-tune the outreach script or scheduling options as needed. --- ### **Suggested Tools & Features** * **Dialer:** Use an integrated or third-party automated dialer to manage the large volume of calls efficiently. GHL integrates with dialers that can help with this. * **Appointment Booking:** GHL’s calendar system that syncs with agents’ schedules to prevent over-booking. * **Workflows:** Automate follow-ups and reminders for leads who don’t schedule immediately. * **SMS/Email Automation:** Use SMS/email sequences within GHL for follow-ups and reminders for appointments. --- ### **Final Steps for Setup** 1. Set up the **GHL calendar** integration and workflows. 2. Implement an **outbound dialer** to handle the high volume of calls. 3. Establish an **outreach and qualification script** for the agent. 4. Create **daily reports** to track performance and adjust strategy. --- Does this align with your client’s needs? If you need help setting up the workflows, automations, or integrations, let me know!





