Convert Assist Chronicles: How to turn even the craziest calls into customers

by

Danielle Wood
September 3, 2024

As a busy business owner, juggling conversations with numerous leads and customers daily can make it challenging to remember follow-up tasks and quotes, as well as find time for prompt responses. Occasionally, you might encounter weirdly specific and unrealistic requests that leave you wondering, "Wait, where did that conversation land?" 

Picture this: a customer requests a specific plant that grows in zero gravity, or a lead claims their temperamental sink has turned into a swamp. In conversations like these, you may feel overwhelmed, scrambling for notes trying to make sense of the chaos.

Thankfully, CallRail’s Convert Assist can help turn even the craziest conversations with new leads into customers. Let's take a look at three scenarios where Convert Assist saves the day with AI-generated action plans, smart follow-up messages, and call coaching.

*Disclaimer: These scenarios are for entertainment purposes only, not real businesses.

Max Auto Solutions

Wistia video thumbnail

Max Auto Solutions got a call with a frazzled customer who needs some serious repairs on a jet-powered golf cart. The customer mentions that her golf cart is no longer going more than 25 miles per hour, her horn plays classical music and needs replacing, and she needs new tires. While all of these repairs are a bit out-of-the-box, Terry at Max Auto Solutions can rest easy knowing that Convert Assist captured every detail.

After the call ended, Convert Assist let Terry know his next action steps, like preparing a work order for a jet-powered golf cart, coaching tips for the next call, like confirming they are able to work on non-standard vehicles, and automated a follow-up message to send to the customer with all the details of her appointment.

Video Thumbnail
1:52
Video Thumbnail
1:52

Wanderlust Travel Agency

Wistia video thumbnail

At Wanderlust Travel Agency, a potential new client is planning a last-minute beach trip for her nephew's turtle's birthday, bringing forth an array of whimsical demands. From specific hotel room requirements to dietary restrictions and language preferences, the client's whimsical requests challenge the agent's patience. Despite the client's disorganized approach and unrealistic expectations, the agent navigates the conversation with humor and professionalism, highlighting the comical yet frustrating aspects of travel planning. 

Once the conversation ends, Convert Assist instantly presents the agent with actionable next steps, like to research multi-lingual tour guides; call coaching for what to improve, like to confirm the budget before concluding the conversation and taking the time to set realistic expecations; and smart follow-up ready-to-send messages with details from even the craziest conversation, like planning a turtle’s birthday party.

Ace Plumbing

Wistia video thumbnail

In this quirky conversation between a concerned homeowner and the ever-patient plumber Sam from Ace Plumbing, a plumbing crisis unfolds with a sink that seems to have a life of its own. The potential customer vividly describes the sink's peculiar behavior, from gurgling noises at odd hours to a suspicious smell reminiscent of burnt popcorn mixed with wet socks. As the conversation unfolds, the plumber, amused yet professional, navigates the surreal scenario with calm reassurance.

As soon as the conversation ends, Convert Assist presents the plumber with actionable next steps, like to schedule an appointment to fix a swampy sink; call coaching for what to improve, like to clarify if the sink is actually alive before concluding the conversation; and smart follow-up ready to send messages with details from even the craziest conversation, like addressing overt-the-top plumbing concerns.

Green Thumb Plant Shop

Wistia video thumbnail

The quest for the *perfect* office plant unfolds in this lively conversation between a potential customer and the owner of Green Thumb Plant Shop. The customer, with meticulous requirements in mind, seeks a low-light, 12-inch tall, non-toxic, and low-maintenance plant to complement their office decor. Juggling requests for delivery on a specific date, a budget under $50, and a detailed care guide, the owner navigates through distractions and mishaps to ensure customer satisfaction in this charmingly chaotic interaction.

Immediately following the call, Convert Assist promptly provides the business owner with actionable next steps, like to schedule a follow-up call; call coaching for what to improve, like to remove distractions when speaking with potential customers; and smart follow-up ready to send messages with details from even the craziest conversation, like picking a plant that meets crazy requirements.

Start converting more customers today

Discover how to transform even the most chaotic calls into customers with CallRail's Convert Assist. With AI-generated action plans, smart follow-up messages, and call coaching, business owners can elevate customer interactions and streamline the follow-up process effortlessly. Get started with a free 14-day trial today!

Meet the author

Danielle Wood
Danielle Wood, Manager of Content and Copy, leads CallRail's content marketing efforts and strategy.