Running a small business can be hectic, especially when you're juggling multiple roles and trying to keep up with both new leads and current customers. It’s easy to get overwhelmed by high call volumes and the constant need to stay on top of follow-ups, while also focusing on delivering your services. However, promptly following up with leads is super important—if you don't, they might reach out to your competitors instead. In fact, a recent study by MIT revealed that businesses that respond in 5 minutes or less are 21X more likely to qualify a lead and 100X more likely to convert a customer.
Fortunately, this is where CallRail’s AI-powered solutions come in. With new Convert Assist businesses can quickly convert more leads and deliver higher-quality customer experiences.
"The best part is how it uses AI – it's like having a smart assistant that helps you understand your customers better." – Marketing and advertising agency owner
Introducing Convert Assist
CallRail is thrilled to announce the release of Convert Assist, an innovative solution built around AI capabilities initially developed within CallRail Labs. After receiving exceptional feedback from early alpha testers, Convert Assist has evolved into a full-fledged product offering.
Designed for small to midsize businesses, and the agencies that serve them, Convert Assist is an easy-to-use, near-real-time solution that turns your conversations with leads and customers into actionable guides and responses. Convert Assist helps businesses quickly get back to unclosed leads and improve lead-to-sale conversion by providing clear next steps for each lead, ready-to-use follow-up messaging, and coaching relevant to each conversation.
How does Convert Assist work?
Convert Assist leverages advanced AI capabilities to help you convert more leads. Its three key features, all tested and proven in CallRail Labs, include Action plan, Call coaching, and Smart follow-up.
Let’s take a closer look at how each of these features work.
Action plan
Action plan uses AI to analyze the call content and provide actionable next steps for every lead to ensure follow-up and increase lead conversion. These next steps help businesses stay organized and save time, making it easier to jump back into conversations and close deals.
These actions might include steps such as:
- Check a team member’s schedule for appointment availability
- Call the lead or customer back to confirm the appointment
- Email the lead or customer with the relevant consultation details or paperwork
“Introducing action plans by CallRail Labs into our workflow has been a revelation. It's an intelligent tool that simplifies complex tasks and consistently delivers actionable, data-driven strategies, ultimately improving our overall efficiency. It's a testament to the power of AI and how it can drive meaningful innovation.” – Baruch Labunski, CEO of Rank Secure
Call coaching
AI-powered Call coaching analyzes your team's calls in real-time and delivers timely, personalized feedback to improve conversations for a better customer experience. For each call, it summarizes what reps get right and identifies areas for improvement.
Coaching feedback might include suggestions like:
Positive
- You provided clear answers to the caller's questions about services and processes.
- You successfully scheduled a follow-up consultation.
Areas to Improve
- Avoid reading scripts word-for-word. Try to sound more natural.
- Cite the number of past clients and years of experience to help build confidence.
“The CallRail call coaching feedback, when it's auto-generated, will often touch on the same kinds of things that I'll be prepared to deliver to our team members - and in some cases, will pick up on things that maybe I might have missed. So, that's extremely powerful.” – Tom Gonzales, Operations Strategist at Ohana Dental Implant Centers
Smart follow-up
During a sales call, whether it’s a discovery, closing a deal, or discussing a new service with a current customer, numerous details are discussed, and it's easy for some to slip through the cracks. CallRail’s Smart follow-up feature helps solve this challenge by using AI to quickly draft a personalized email or text, based on your conversations to help you save time and improve customer satisfaction.
Follow-up messaging could look like:
Hi [customer or lead],
Thank you for your call yesterday inquiring about our services. I'm glad we could schedule an initial consultation for you with [team member]. You are confirmed for this coming [Day] at [time] at our office located at [address].
The initial 30-minute consultation is complimentary. After meeting with [team member], if you choose to retain our services, we will develop a customized strategy together. Please let me know if you need anything else or if your schedule changes. We look forward to assisting you.
Warm Regards,
[Name]
“As a small business, working smarter, not harder is a necessity. Leads are expensive, and Convert Assist is the key to ensuring we're able to maximize conversations with all our leads without letting any fall through the cracks. And if we book just one more job, the solution pays for itself." – Tracey Frazier, Office Manager at Remedy Plumbing
How can businesses benefit from Convert Assist?
Convert Assist benefits businesses by streamlining the follow-up process, reducing time to response and ensuring personalized re-engagement with leads and customers, driving higher conversion rates.
Within minutes of a completed conversation, whether it's your first call with a lead or a follow-up, Convert Assist provides AI-generated coaching, an action plan for next steps, and ready-to-use smart follow-up messaging for email, text, or a call back.
This reduces response time by eliminating the need to skim call transcripts or review notes before re-engaging, gives teams the opportunity to share follow-up responsibilities while providing an even more personalized customer experience, and allows businesses to efficiently re-engage leads to turn more leads into customers.
Close more deals with Convert Assist
Being able to strike while the iron is hot by following up faster with leads and customers is a sure-fire way to close more deals. Convert Assist makes this easy to do with AI-powered Action plan, Smart follow-up, and Coaching.
Experience the transformative power of CallRail’s new Convert Assist and see firsthand how it can help streamline your lead management and drive better sales outcomes.
Start closing more deals with Convert Assist. Get started with a free 14-day trial.
