Build An AI Appointment Setter Agency In Less Than 30 Minutes. (Full Tutorial)

Summary

This video offers a detailed guide on building a six-figure business using conversational AI and Go High Level CRM. The presenter shares their experience scaling a marketing agency and an AI agency, detailing processes, systems, and strategies. Viewers learn how to create AI appointment setters, streamline workflows, run ads, and close deals, with a focus on leveraging custom values and workflows in Go High Level.

Takeaways

• 🚀 The video aims to teach viewers how to create a six-figure business using a conversational AI appointment setter.
• 📈 The speaker shares their experience scaling a marketing agency to over $50,000 a month and a conversational AI agency to seven figures.
• 🛠️ The process involves setting up a Go High Level CRM account, which is suitable for agencies and allows managing multiple sub-accounts for clients.
• 📝 Creating custom values in the CRM is crucial for the AI to have a knowledge base about the business, including company information, qualifying questions, and trigger messages.
• 🔗 The importance of an 'appointment link' custom value is highlighted for the AI to book appointments directly onto a calendar.
• 🔄 A detailed workflow is explained, including the use of conversational AI actions, conditions, and responses to potential customer interactions.
• 📉 The concept of a 'stop bot' workflow is introduced to prevent the AI from following up with customers who have already booked an appointment.
• 📝 The video covers how to create a snapshot of the setup to easily replicate the process for new clients by loading the snapshot into their sub-accounts.
• 🎯 The speaker emphasizes the effectiveness of broad targeting in ad campaigns and the use of lead forms to collect demographic data.
• 📊 The video provides insights on ad campaign setup, including budget optimization, audience targeting, and the importance of creative ad design.
• 🔑 The final takeaway is the offer of a 'done-for-you' acquisition buildout service to help businesses set up and scale their operations using the discussed strategies.

Q & A

What is the main goal of the video?

The main goal of the video is to guide viewers on how to create a six-figure business using a conversational AI appointment setter, specifically tailored for marketing agencies.

What is the significance of the 'Go High Level' CRM system mentioned in the video?

Go High Level is a CRM system that is particularly beneficial for agencies as it allows for both an agency-level view to control all sub-accounts and sub-account views for clients, facilitating the management of multiple client relationships and campaigns.

What are custom values and why are they important in setting up the AI appointment setter?

Custom values are specific data points such as 'appointment link', 'company information', and 'qualifying questions' that the AI uses to interact with potential clients. They are crucial as they form the knowledge base for the AI, enabling it to have relevant and contextual conversations.

Can you explain the role of the 'trigger message' in the workflow?

The 'trigger message' is the initial communication sent out when someone signs up for a service. It serves to initiate interaction by asking a question, such as inquiring about the type of business the person owns, setting the stage for further engagement.

What is the purpose of the 'conversational AI action' in the workflow?

The 'conversational AI action' is used to prompt the AI to engage in a conversation with the lead. It uses the custom values and prompts to guide the conversation and gather information, ultimately aiming to book an appointment.

How does the AI distinguish between different conditions in the workflow?

The AI uses conditions to determine the next steps in the conversation based on the lead's responses. These conditions can be as specific as detecting disinterest or answering a qualifying question, allowing the AI to navigate the conversation dynamically.

What is the 'stop bot' workflow and why is it necessary?

The 'stop bot' workflow is designed to remove a lead from the conversational AI process once an appointment is booked. This prevents redundant communication and ensures that the lead starts receiving appointment reminders instead.

How can the process described in the video be made repeatable for different clients?

The process can be made repeatable by creating a snapshot of the setup in the agency view, which includes custom values and the workflow. This snapshot can then be loaded into a new client's sub-account, requiring only the update of their specific business information.

What are the two primary ways to market the conversational AI service as described in the video?

The two primary ways are: 1) As an additional service for an existing marketing agency, increasing its value and potentially allowing for higher charges. 2) As a standalone AI agency offering the service to businesses generating warm inbound leads, focusing on a passive monthly service model.

How does the video suggest structuring the ad campaign for the conversational AI service?

The video suggests using broad targeting and advantage placements for the ad campaign, avoiding detailed targeting to allow Facebook's algorithm to find the ideal demographic. It also emphasizes the importance of using lead forms to collect demographic data and improve ad performance.

Outlines

00:00

🚀 Introduction to Building a Six-Figure Business with AI

The speaker introduces a video aimed at teaching viewers how to create a six-figure business using AI and marketing strategies. They share their experience in growing a marketing agency and scaling a conversational AI agency, promising to reveal processes and strategies to achieve business growth. The focus is on utilizing a CRM system called 'Go High Level' for managing sub-accounts and automating appointment setting with AI.

05:00

📝 Setting Up Custom Values for AI Appointment Setter

The paragraph explains the initial setup process for an AI appointment setter within a CRM system. It involves creating custom values such as 'appointment link', 'company information', and other relevant details that will serve as the knowledge base for the AI bot. The speaker details each custom value's purpose, including the 'trigger message' which is the first communication sent after someone opts in from an ad campaign.

10:01

🔍 Creating a Workflow for Conversational AI

This section delves into the creation of a sophisticated workflow for conversational AI within the CRM. It describes the process of setting up a form submission from ad platforms, followed by a trigger message and a waiting period for responses. The workflow includes conditions for responses and the use of conversational AI actions with custom values to guide the bot's interactions. The speaker also discusses the importance of the AI's ability to recognize and respond to user interests and disinterest.

15:01

🗓️ Automating Booking and Follow-Up with AI

The speaker outlines the steps for using AI to automate the booking process and follow-up with potential clients. They describe the 'book bot' that prompts users to book appointments and confirms the booking. Additionally, they mention the setup of a 'stop bot' workflow to prevent further AI follow-ups once an appointment is booked, ensuring that clients receive appointment reminders without redundancy.

20:03

🛠️ Making the AI Process Repeatable for Clients

The paragraph discusses how to make the AI setup repeatable for different clients by creating a snapshot of the configured workflow and custom values. This snapshot can be loaded into a client's sub-account, simplifying the process of setting up their AI bot. The speaker emphasizes the ease of use and the ability to quickly onboard new clients with this method.

25:04

🎯 Selling AI Services Through Targeted Ads

The speaker provides insights on selling AI services by setting up ad campaigns to generate leads. They discuss two approaches: integrating AI as an additional service in an existing marketing agency or focusing solely on AI services. The paragraph covers ad campaign setup, including targeting, ad placement, and the importance of using lead forms to collect demographic data effectively.

30:05

📈 Optimizing Ad Creatives and Lead Forms for Broad Targeting

This section focuses on creating ad creatives and lead forms that are clear and compelling for broad targeting. The speaker advises against using detailed targeting and instead relies on Facebook's algorithm to find the ideal audience. They also explain the advantages of using lead forms over landing pages for collecting more demographic data and improving ad performance.

35:06

🔗 Integrating Facebook Ads with CRM and Booking System

The speaker details the process of integrating Facebook ads with a CRM system and a booking system. They explain how to set up a Facebook lead form trigger for a workflow, create a calendar for booking appointments, and attach forms to the calendar. The goal is to automate the process of capturing leads from ads, engaging with them through a bot, and scheduling appointments.

🌟 Conclusion and Offering Full Acquisition Buildout

In the concluding paragraph, the speaker summarizes the video's content and offers a snapshot containing all the setup information for easy implementation. They also introduce themselves as Ashton, the founder of Active Solutions AI, and mention their collaboration with Go High Level's conversational AI development. The video aims to democratize enterprise solutions for small businesses and offers a full acquisition buildout service to help businesses scale quickly.

Keywords

💡Six-figure business

A 'six-figure business' refers to a business that generates annual revenues between $100,000 and $999,999. In the context of the video, the speaker aims to teach viewers how to utilize the content of the video to establish a business of this scale. The concept is central to the video's theme, which is about leveraging AI and marketing strategies to achieve significant business growth.

💡Marketing agency

A 'marketing agency' is a company that provides marketing services to other businesses on a contract basis. The video discusses the speaker's experience in building a marketing agency to a significant revenue level, highlighting the processes and strategies involved. This serves as a practical example for viewers on how to scale their own businesses.

💡Conversational AI

Conversational AI refers to artificial intelligence systems that can interact with humans through natural language conversations. The video focuses on scaling a 'conversational AI agency' to a seven-figure revenue, emphasizing the importance of AI in modern business operations and customer engagement strategies.

💡CRM system

A 'CRM system' stands for Customer Relationship Management system, which is a technology solution used to manage a company's interactions with current and potential customers. The video mentions 'Go High Level' as a CRM system that is particularly effective for agencies, showcasing its utility in managing multiple client accounts and streamlining business operations.

💡Custom values

In the context of CRM systems, 'custom values' are user-defined fields that can be created to store specific information relevant to a business's needs. The video script explains the importance of setting up custom values such as 'appointment link' and 'company information' to facilitate the operation of the AI appointment setter.

💡Workflow

A 'workflow' in this context refers to a sequence of steps or processes followed to complete a specific task or project. The video details the creation of a workflow for an AI appointment setter, illustrating how to automate and streamline the process of setting appointments through AI interactions.

💡Trigger message

The 'trigger message' is the initial communication sent out by the AI system when a potential customer opts in through an advertisement. The video script describes crafting this message to engage the recipient and initiate a conversation, which is crucial for the success of the AI appointment setter.

💡Qualifying questions

In sales and marketing, 'qualifying questions' are used to determine whether a lead is a good fit for a product or service. The video script discusses using these questions within the AI system to assess the suitability of potential clients, which is essential for effective lead qualification.

💡Ad campaign

An 'ad campaign' is a series of advertisements intended to promote a product, service, or idea. The video provides insights on creating an ad campaign from scratch, focusing on the use of broad targeting and lead forms to generate high-quality leads for the AI appointment setter service.

💡Lead forms

A 'lead form' is a tool used to collect information from potential customers, typically through online advertisements. The video emphasizes the use of lead forms to gather demographic data and facilitate the AI's ability to engage with leads, highlighting their effectiveness in capturing detailed customer information.

💡Snapshot

In the context of the video, a 'snapshot' refers to a saved state of a CRM system's configuration, including custom values and workflows. The speaker mentions providing a snapshot to viewers, which they can load into their accounts to replicate the setup for their own AI appointment setter, demonstrating a method to easily replicate successful business processes.

Highlights

The video aims to guide viewers on how to create a six-figure business using AI appointment setters.

The speaker shares their experience building a marketing agency and scaling a conversational AI agency to seven figures.

Processes, systems, and acquisition strategies are crucial for scaling a business, which will be detailed in the video.

The video will cover how to use Go High Level CRM for creating an AI appointment setter and streamlining the process for clients.

Creating custom values in Go High Level is the first step, including appointment links and company information.

The AI assistant's knowledge base is built from custom values such as company information and qualifying questions.

A workflow is created in Go High Level to handle the AI conversation and appointment booking process.

The AI action uses custom values to prompt and guide the conversation with potential clients.

Conditions in the workflow are set by AI to manage responses, timeouts, and question answers.

A follow-up AI is used to engage with leads who do not respond initially, ensuring no potential client is missed.

A 'stop bot' workflow is created to prevent further communication once an appointment is booked.

The process is made repeatable by creating a snapshot of the setup, allowing easy replication for new clients.

The speaker discusses the effectiveness of broad targeting in ad campaigns and the importance of clear ad creatives.

Lead forms are preferred over landing pages for collecting demographic data due to iOS updates affecting data collection.

The video includes examples of ad creatives and emphasizes the importance of a clear and compelling offer.

The speaker provides a method for creating ad copy using AI, leveraging pre-programmed successful ad copies.

The process of integrating Facebook lead forms and setting up a booking system is detailed for a seamless client experience.

The video concludes with an offer to provide a complete acquisition buildout service for businesses looking to scale.

Transcripts

hey guys what's going on um this video

is actually going to be pretty insane

this is probably going to be one of the

craziest things I have uh ever done

since I've started my first business but

um my goal by the end of this video for

anybody that watches it regardless of

where you are at in business or if you

even have a business is that you should

be able to utilize this video

alone to create a six-figure business

and I'm not even joking

um so in this video I'm going to be

going over pretty much I mean the last

18 months that I've spent building one

marketing agency to over $50,000 a month

and then uh scaling a conversational AI

agency to seven figures there's a lot

that goes into it um there's a lot of

processes systems that are in place and

just uh

acquisition um

strategies that need to be in place in

order to make that happen and I'm going

to pretty much give it all the way here

so um in this video I'm going to be

going over how to utilize go high level

specifically to create an AI appointment

seter how to streamline it so that you

can easily create it for other people or

sub accounts or customers and then

also how to run

ads to this

service and how to set those

appointments and how to close the deals

um so as long as you know someone

actually watches this video is attentive

and and and executes you should be able

to take everything from this video

generate leads generate appointments and

start closing deals so um let's go ahead

and dive

in now first things first you're going

to need a go high Lev account this is a

CRM system hopefully if you're watching

this you are you have understanding

already of go high level and how it

works but just give a brief overview

it's a

CRM um that works very well for agencies

because you have two views you have an

agency level view where you can control

all your sub accounts and then you have

um many sub account views or that you

can you know create you can create an

unlimited number of sub accounts for

clients that you bring on board so

you're basically providing them with CRM

and you're able to reservice that for

them okay now assuming that there is

some type of Baseline uh level of

knowledge that we have here um Step

number one is going to be in the custom

values and all this is going to come

together because it's extremely

important so what we're doing here is

we're going to start out by building the

AI appointment setter so this is Step

number one

okay so we're going

to go to settings and go to custom

values now what we're going to need to

do is create a folder here and we're

going to go to uh and we're going to

call it conversational Ai and there's a

few things or a few custom values that

we want to create and we want to put in

this folder so number one is going to be

appointment link here and this is the

link that you're going to use for the

bot to actually book onto the calendar

of so if you go to calendar section you

can actually generate a link for any

calendar that you create and this is the

link that you're going to paste here

number two is company information this

is anything about the business that

you're running so if you if you work in

real estate n for example um the you

want to give it information

because this is all of the information

that the bot is going to have this is

basically going to be its knowledge base

here all these custom values so the

company information is going to be

anything about that company that is

relevant so it can be the name of the

company the um you know what the company

does what it Services where it Services

Etc um then you have the company name so

this going to be the name of the company

that you're servicing and if you're

making this for yourself this would just

be about your own business then you have

the name of the AI assistant so we're

going to create that here qualifying

question one qualifying question two and

then um and Trigger message and website

link so create all of these custom

values and have them stored into a

folder that is Step number one now just

to uh give a breakdown of um the trigger

message here so the trigger message is

going to be basically the when someone

signs up for your service let's say

you're running an ad and someone opts in

um the trigger message is the first

message that goes out that says hey just

saw you sign up for ad x y and z um and

then it asks a question like what type

of business do you own right so

something like that that's going to be

the tricker message so um just create

these values here you don't necessarily

need to have anything in here yet so

that is Step number one step number two

we're going to create a workflow I have

a folder here called Ai and then we have

our workflow conversational AI now at

first glance this is going to look super

super scary um very intimidating uh it

might make you want to cry you might

actually want to shed tears after you

see this

um because it looks like a very

sophisticated workflow but it's actually

not once I break it down so basically

What's Happening Here is a form is being

submitted um from ad platforms right so

Facebook Tik Tok whatever it might be

LinkedIn um or maybe it's just a form

that you make or maybe it's a click

funnels form whatever um and then we

have our trigger message here right so

the SMS that goes out that form is

submitted trigger message then we have a

wait period where we wait for a response

to this message and if they respond so

if they reply that's what these

conditions are we have an if else

sequence so we've contact reply so if

you want to make one of these branches

for example right you go here and you

always want to name it so I named mine

contact reply or reply up here and

you're going to go to contact reply

contact replied in true that's what I

did exactly up here and what that's

going to do it's going to create like a

condition where if they do reply this is

where we send them and we use the

conversational AI action which is which

has undergone a lot of uh updates

actually we just just exited uh beta

testing mode um and for anyone that

doesn't know I actually helped go highle

build this internal conversational AI um

so I was a part of their research and

development we just taken it out of beta

testing mode so for the longest time

it's been in beta mode and now um it's

uh it's underg got a lot of updates and

it's it's gotten a lot better than it

than it once was so um we have this

conversational AI action here right and

you're going to you're going to want to

give it prompts so this this is where

the custom values come in about you

you're highly skilled Rockstar salesman

for company name right um AI assistant

about the company company information

all this good stuff here this is how we

make a streamlined uh and we have any

additional info and then this is um

their message was message body which is

just a custom field and then website

link and qualifying question number one

so this is how all of this works

okay and by cancel out of this really

quick so what's going to happen is um so

one of these conversational AI actions

they have their own conditions set of

conditions right so no condition met

timeout or question is answered and

question is answered is the one that I

created so you can create as many

conditions as you want and these

conditions aren't like if El's

conditions so a lot of people have that

misconception these conditions are

actually registered by AI as as well so

you can have a condition that says um

you know this condition only occurs if

the person is not

interested and AI will be able to like

see if there's any type of disinterest

registered when they send the message

and it will make sure that it falls in

that condition um so you don't it

doesn't necessarily have to be an exact

match so for example this is just

customer replied or customer didn't

reply that's not registered by AI that's

just the system being able to tell if

the customer actually sent a message or

not here you can have very specific

details about what the person is saying

or if they are interested or if they're

expressing disinterest or if they say

that you have the wrong number whatever

it might be um it can recognize that and

it can follow those paths in my case I

only go if question is answered so if

they answer the qualifying question then

what I do is I send it question is

answered right so here's the trigger let

me zoom in here question is answered I

send it to qualifying question number

two conversational AI action

um now if it times out I send a goto

action to question number two or

actually to the follow-up bot which is a

a different AI that I created but I'll

go over that later um so let's just

let's just stick to the questions

first and if no condition is met then I

just route it back to here so this is

usually if they respond but they didn't

answer the question maybe they're just

like what's the cost um like a lot of

people are so what we're going to do is

we're going to Route it back here and

it's going to handle the objection and

it's going to Reas the question so

that's kind of how that works um so this

is just a a standard go-to action that I

send back to here I also add a weight

period before the go-to action um

specifically because if you have a go-to

action routing it back to the same Step

A lot of times you can enter what's

called a loop lock um and if you put a

weight period before the go-to action

this can actually prevent a loop lock

Believe It or Not uh it might still

occur but it will be a lot less frequent

uh okay so they answer the question this

is the important part and it goes into

qualifying question number two so

qualifying question number two is now

we're using our custom value qualifying

question number two and we keep the

exact same prompt so we just copy and

paste prompt from here because it's

really just about the information that

it needs to know in each prompt we paste

it in the personality we paste it in the

additional instructions and then uh we

paste the qualifying question and we

have the exact same conditions here and

if they answer qualifying question

number two then we send them to what's

called a book bot where we have the same

prompt for the personality the exact

same prompt for the additional questions

and then we have

the um so basically we're just prompting

them to send the booking link and to let

them know when they've booked so you can

confirm it so I always like to um I

always like it when the conversational

AI phrases it like uh book a call here

whenever you have the time and then just

let me know what time you book so that

I'm able to confirm that on my end um

and that's usually what the bot does

whenever you prompt it in this way so

this is going to be the booking bot

and if they ask any questions then we

can continue to make sure that the bot

is going to respond to those questions

and uh address all of their needs um so

this is how this works here this is how

you're going to create this sequence and

you're going to do it exactly how it is

shown here because this is how we've

undergone testing uh in multiple

different ways the best way that it has

um that we've been able to execute this

so qualifying question you got three

scenarios no condition met timeout these

are standard they're going to be there

you can't delete them

and then you have question is

answered uh if it times out we send it

to What's called the follow-up AI this

is just a follow-up bot because not

everybody's going to respond on the

first try so we create a different

prompt where we basically tell it your

objective is to follow up with this

person um the person has not responded

on one day we give it a condition X Y

and Z and then if they time out we send

a go-to action back to the follow-up Ai

and if the person responds and they

haven't answered qualifying question

number one we send it to qualifying

question number one but if and this goes

to show how you can uh make the

conditions actually so here we said but

person answered qualifying question

number one um so the person said what

their Fitness goal was previously in

conversation they have replied so they

answered the first qualifying question

so what we do in that scenario we don't

want to ask the question twice so we

send it to qualifying question number

two instead so it's able to register

that that um the important part is just

making sure that the bot can be

conversational so work on this prompting

first before you even implement the

follow-up AI at all this prompting first

is going to go down these

sequences um perfect so that's how that

works now the second thing you want to

do is you want to have a stop bot

workflow which I might not even have in

here

um also what you could do is this

instead so this is good because I'll be

creating it right here so we're going to

create a

workflow and we're going to start from

scratch we're going to call it stop

bot and what we're going to do is when

an appointment is

booked so appointment status

normal we're going

to remove from

workflow we're going to go another

workflow and we're going to do

conversational

AI

perfect so now what this is going to do

is because we don't want the if an

appointment is booked they're going to

start receiving confirmation uh you know

reminders uh text messages email we

don't want the bot to continue following

up with them and trying to text them if

you know they're also receiving them um

those reminders so that'll just get

annoying and redundant so what we want

to do here is we want to have this

remove it from the conversational AI

workflow entirely once the appointment

is booked so if an appointment is booked

at all on any calendar we're going to

remove it from that workflow so it

starts receiving the appointment

reminders um and then you'll probably

want to make your own and you might

already have your own appointment

reminders and your appointment reminder

sequences um very important to have

those as Ms and

emails uh all right perfect so now we

have we know how to work the

conversational AI in here and you're

going to want to just mess around with

the prompting really and just to give

you an example of what a conversation

would look like here is an example convo

so um it'll reach out this is going to

be that first trigger message that we

talked about they're going to answer

fantastic goal I work out every day

impressive dedication do you prefer

working out in a group setting do you

this is our second qualifying question

only with my son as a personal trainer

that's a great setup um and then sounds

good ask for permission to book that

appointment bam sends the appointment

link let me know once you book so I can

confirm it on my end looking forward to

your transformation Journey so this is

exactly how we want these conversations

go what the bot is set up and it's going

to do this regardless of the amount of

leads that you have coming in which is

amazing you have 100 leads per day the

bot can talk to a 100 people at once

many more than a person could even talk

to and a lot of times if you you get the

prompting down correctly these

conversations are better than a human

can actually have especially when it's

handling them at volume so just to kind

of reiterate when we went over we have

our custom values so conversational AI

folder create all of the custom values

you're going to need these so it's

streamlined you don't actually like you

don't need them need them forward to

work but if you do it this way and you

add this extra step it's going to make

it significantly easier if you're going

to make this for your clients as well so

this is Step number one step number

two is we have the actual workflow

itself so we built out this

workflow we have our conversational

section first which is on the left side

and then we have our follow-up bot which

is on the right side and we have our AI

conditions within those okay so this is

what we're setting up

next then we have our stop bot okay now

we want to make this

repeatable and we want to make it easy

it needs to be a rinse and repeat

process um so that we're able to just

plug and play anytime we onboard a

client this is how we're going to do

this so we're going to go to um so we

have this made right so we're going to

go to our agency

View and we're going to make sure to

create a snapshot of that specifically

so we're going to create a new snapshot

snapshot name is going to be

conversational

Ai and we're going to choose

choose and this is just my example

account so mine was just company you're

going to choose this and you're going to

click save and then you're going to

have your snapshot saved right so this

is the snapshot that you're going to be

loading into client's accounts the

reason why this is important is because

when you make a new sub account for a

client you're going to be able you're

going to be able to go to your

snapshot and actually you're going to be

able to go to the sub account so I'll

give you an example

so let's just

say we have way too many accounts here

um manage

client and you're going to load snapshot

and you're going to load that

conversational AI

snapshot into the account itself and

what that's going to do is it's going to

automatically upload all of the custom

values the entire work flow exactly how

you had it set up and again this can be

made for SMS um Instagram and Facebook

so now all you have to do is go in to

that sub

account go to their custom values you

don't have to do anything you don't have

to change anything else just input their

business information in the custom

values and their bot is finished because

the rest of the prompting is very

generic and conversational it just tells

the bot how it's supposed to behave and

how it's supposed to talk to people um

so that it has like a good

conversational ability actually comes

off like a person and once you have that

down um the rest is templated so you

fill out all of this information for

your client and their bot is finished

just like that so once you build it out

once you load the snapshot into the

account and you have a bot for that

person which is absolutely insane um so

when you set it up this way it's very

easy to

repeat okay so dope we have a bot

that we know how to create and that we

can plug into client accounts how do we

sell this

thing and just to speak from uh

confidence with or with confidence here

um this ad and this ad alone these two

ads right here so um you know thousands

of

leads um staying under $10 cost for lead

on both of them have brought in over a

million dollar uh so we know this

process works 100% what we're going to

do is we're actually going to build an

ad campaign from absolute scratch on how

we're going to run this okay and um

first thing you're going to do is you're

going to clip on campaign create we're

going to go to leads we're going to go

to manual leads

campaign perfect you're going to name it

whatever you want so let's call it

conversational

AI now there's two ways you could go

about this okay um so and let me

actually write write this down on our

little sheet here so two ways you could

go about this

process number one

is you're marketing agency right so you

you have an existing agency you're

running these ads for people

already and you're adding the

conversational AI as an additional

service so it's making you significantly

more valuable which means you can

probably charge more money especially

right now because everybody wants AI now

number two

is you're just an AI agency that offers

this service and there's a few ways you

could do it you can help people with

cold sending but the way that we've seen

to work best is that you help people

that are already generating warm inbound

leads through ads and you build this bot

out to connect to their existing ad

campaigns this is an easy monthly

service fee you set it up people pretty

much leave you alone and don't talk much

once the bot is actually set up so this

is a more passive route um I'd say that

the monthly retainer is going to be less

but that's okay because once you set it

up once the work is going to be less as

well it's just going to work in

conjunction with their ad campaigns it's

actually a really easy way to structure

this um but if you want to charge a

little bit higher ticket for setup fees

Etc on the front end for your marketing

agency and keep those higher ticket uh

retainers for the um the amount of work

that you're going to be doing along with

the marketing then this is also a good

way to go plus if you're already an

existing an existing marketing agency

owner this is just something that you

can add on to your services so these are

the two ways in my opinion that you can

do it now um either way this is going to

uh these ads are going to work perfectly

for you so we're going to create the ad

campaign we're going to go next um I

always use adset budget optimization I

never turn this on I hate turning this

thing on um so now we're going to go at

the adset level so here's exactly what

we are going to

do we're going to use instant forms

right and you're going to connect this

to your uh go high level that you have

or your CRM whatever it might be

hopefully you're using go high level

because this is this video is about go

high level so this doesn't make sense if

you're watching this and use something

else um unless you're planning on

transitioning set your budget to

whatever you seem honestly you're going

to get a lower a lower uh cost per lead

with these anyway when you're offering

AI appointment Setters it's just that's

just how it works so you can probably

stomach a lower budget here um 20 to 30

a day should be fine uh but if you

really want to ramp it up uh closer to

100 a day will definitely um you'll

start seeing your Roi a lot quicker uh

you can Target the us we target the

United States um and the UK and what you

can also do is use original audience

here and I would do between the ages of

23 and and

60 keep this as broad as possible don't

do any detailed targeting so um no uh

business page admins no business owners

no small business owners no detail

targeting whatsoever the Facebook

algorithm has gotten good enough now to

the point where you don't need it so

don't use it I'm also uh I've been

impressed lately with the advantage

placements um I used to be against it

and I used to select my own placements

but lately have been been getting uh

beat out by the advantage placements so

Advantage

placements age range only and Broad and

the reason why I know there's going to

be a lot of people um that go against

this methodology because they might be

like you know the the broad targeting

doesn't work um those people are wrong

so the we do something that's called

image creative targeting which the

algorithm's Gotten Good Enough basically

how it works is it measures the amount

of people that are clicking the type of

people that are clicking type people

that are clicking the read more button

the type of people that are opening the

lead form the type of people that are

submitting the lead form Etc and it

retargets those people by itself so it

finds the ideal demographic or your

target audience when you're running the

ads and it will start finding the

audience based on the amount of time

they're spending on your ad so if you

leave it open you're actually giving

Facebook a larger range to do what it

does best with its algorithm and if you

narrow it down then you're taking

Facebook's ability away and we don't

want to do that so um we have everything

pretty much set up here so this is

perfect now what we're going to do is

turn off multi- Advertiser ads I never

turned this on it tricks you and says

that it's going to show you it's going

to give you more exposure and show

you're ad to more people but the problem

is is that it puts your ad next to other

people's ads so they could be even your

competition right um and if they show

your ad next to five other ads there's a

good chance they're not going to click

um so we always want our ad to be

Standalone so turn off multi- Advertiser

um next your ads the way that your ad

creatives need to be made uh and I'll

just give you some examples of how we've

made hours and you could probably get a

good idea um to follow the

true uh creative targeting method what

you're going to do is either use a very

obvious see look at that how big AI is

written on here either use a very

obvious ad when people look at it within

the first five seconds they should know

exactly what your ad is and exactly who

it's for because if it is not obvious

then this method of broad targeting is

not going to work because if people have

to sit down and figure out what your ad

is about then even people who are your

target audience don't know if it's for

them it should be they should be able to

look at it and your ideal target

audience should know right away oh this

is something I'm interested in like it

should take less than three seconds um

or you can record a video ad where you

call out the audience and you have a

strong offer in the video ad and you

know it's got to be a a compelling video

those are the two ways for the broad

targeting to work now um to be honest

with you we sold pretty much everything

the first 10 months off image creative

ads I know a lot of people are against

that as well but as long as you have a

strong sales process you'll be good to

go and it's going to generate a lot of

leads so um these are just some examples

of the ads that we are running so select

any creative that you want to uh select

let me just go down and select a random

one so let's say this one for

example perect

yeah so this one's this one's perfect

you look at it within the first 5

Seconds you know exactly what it is book

more appointments and stop wasting your

ad dollars those are the first two

things you see right the smaller are the

check boxes um which is whatever and

then uh add copy just use Chad GPT I

created I actually created a GPT if you

look in here um that's called ad copy or

mosy so what I've done is I programmed

it with uh a lot of ad copies that Alex

rosi actually wrote um and some of the

you know pages in his book and now I can

tell it to make me an ad copy for a

specific offer and it does that on its

own um this would be a whole another

video in itself so I'm just going to

tell you exactly what I did but I can't

give a tutorial on this unless I get

enough request to do so um then I'll

just make one and post it but uh let's

go back over to here so you'll put um

XYZ ad copy in here you'll put your

headline which will be like AI

appointment

Setters and

then you will create a form and what our

forms look like is this actually I'm

going to I'll go

through and show you the form exactly um

so we use lead forms for this reason

specifically lead forms collect three

times the amount of data as landing page

uh demographic data and the reason is

because there's a lot of updates iOS

updates and stuff like that if you look

if you open your phone and um you go to

Google and it says allow Google to know

your location or whatever it might

be um so those are location services

specifically with iOS and I don't know

if Android has them as well but um when

you're on Facebook Facebook you give

Facebook the permissions when you create

your account to know your location which

is why you're able to see ads like local

advertising Etc so it doesn't ever have

to ask for that permission again but

when you click on a landing page and you

go to a different

domain it no longer is on the Facebook

platform meaning it does not have to

follow those set of rule set of rules

anymore um so it stops collecting

demographic data because you haven't

necessarily given permission to share

your data with that website so what we

do is we're we've been using lead forms

a lot more lately because it is keeps

them on the Facebook platform um it

collects all the the demographic data

that we need so when people click the

sign up button and it opens up the lead

form it collects all of the data we need

about that person the pixel data that

you install on the landing page or

booking page will not collect as much

data this collects three times the

amount of data which means it finds your

target audience three times as fast and

the ads typically perform three times

better um one of the arguments that

people will give is that it has uh or

it'll bring in lower quality leads which

isn't necessarily true it just brings in

more leads in general and and because of

that uh I mean you can imagine if you're

getting two to three times more leads

you're probably going to speak to more

unqualified people for sure but you're

going to also have more qualified people

you're just kind of um you're drowning

it out a little bit with the because

it's overall a larger pool of people

you're going to recognize that you're

talking to more unqualified people but

the same people that sign up on your ly

page are going to be the same people um

the same high quality people in

quotation marks are going to be the same

people that would have opted into the

form so it's not like they're afraid of

lead forms and they're like oh I only

opt into landing pages because I'm high

quality it's not how it works um you're

just getting more leads and you're

talking to more people and it's

noticeably uh it's just you're just

noticing that you're talking to more

unqualified people so it's not

necessarily a thing anyway um I probably

stuck on that topic for a little bit too

long uh but anyway so we're going to go

through here um I don't use any

greetings on my lead forms I use one or

two qualifying questions here so so

what's closely related to your situation

and then what type of business do you

own um and then I include my privacy

policy and then I always redirect them

to book a consultation and this is when

I would send them to a landing page or

booking page because we've already got

all the data that we've needed right at

by this point we've got the data of the

person that actually opted in submitted

their information and they signed up so

now we send them to that booking page

and if we want to have a separate pixel

on that booking page we can or we can

use uh some type of API to um track them

in our CRM so that we can continue to

collect that demographic data as they

move down the pipeline but the most

important is going to be the

signups and then we have wait you're not

done book your call we install this here

and then when you go to settings you

want to make sure that you have sharing

on open and not restricted just in case

business owners want to share the ad

with other business owners um and that

will give it more reach perfect now

we've set up our ad we've set up our

lead form um I would test probably two

or three variations or two or three

different

creatives and um then you're pretty much

ready to launch and you click the the

publish button and you are ready to go

now in your own account once you're

running ads here's what you're going to

want to have set up so

first let's go to my actual main account

now you're going to want to integrate

your Facebook you're going to integrate

your form form your Facebook form right

and you're going to want to make if you

have your own highle bot that you've

created in your account first you're

going to want to make the trigger to the

workflow so if I go back

to

here and we go to

automations you're going to make sure

you have a Facebook lead form submitted

trigger for this workfl

and then what you're going to

do is create a calendar that they can

book on right because you're going to

need that calendar link or a landing

page or a booking page or whatever it

might be you're going to want to create

a form to attach to that calendar and

what you're going to do for that is

you're going to go to sites you're going

to go to form

Builder just create a form here it'll

give you a selection of templates as

well or usually it does uh give you a

selection uh not really going to go back

and look for that but um I would add a

few questions on here like what the

company's revenue is um what they're

looking to get out of the service Etc

just add like three or four friction

questions so that the people that book

are just like anybody who can click a

couple buttons and and book you want to

add a couple layer layers of friction uh

in there and then you're going to attach

it to the

calendar by going to

settings

calendars you're going to going to go to

edit on one of the calendars go to forms

and payment and you can attach the form

that you created right here and when you

click save everything's pretty much

going to be good to go there so now

what's going to happen throughout this

process you're going to run the ads

right they are going to see your ad

they're going to sign up and opt in the

bot's going to start communicating with

them if they don't already go through

and book themselves by what we set up on

the ad um but they might also go through

and book themselves so they might not

even have the chance to communicate with

the bot so you have two layers of

appointment booking there now you wake

up the next day you have appointments on

your calendar and trust me you will get

like you'll get under $30 appointments

for sure I'll say under $40 appointments

maybe you're not very good at running

ads um but you will have appointments on

your calendar and you're going to talk

to those people let's say you convert

50% of them to a demo call where you're

going to jump on the demo you're going

to let them talk to the bot um you know

do your Discovery or whatever let them

talk to the bot show them that what it

can do for their business show them how

uh it has helped your business whatever

it might be you're going to close the

deal you're going to come in here you're

going to create their sub account based

on their business information we also

have an onboarding form that we create

in here too so we can get all that

information you're going to create their

sub account you're going to load the

snapshot into the sub account you're

going to update the custom values and

their bot is complete then you just

integrate their ad campaigns it is a

phenomenal process it has completely

changed the game uh for us over the last

12 months especially it's just like

business has been absolutely insane now

one thing you can do um now this is my

uh small plug so somewhere around this

video I'm going to include our

snapshot

so so somewhere around this video we're

going to have the snapshot where you can

just take the snapshot load it into your

account and it is ready to go you won't

have have to do any manual building the

snapshot will also include all of the U

the prompting that you saw in the video

so um you won't have to copy and paste

anything you'll have all of the custom

values you'll have the folder you have

everything that you need so you can um

find the snapshot somewhere around this

video or number two um we can actually

do the everything that I went over the

full acquisition build out for you we

can build out all of your systems we can

build out the conversational AI we can

um make sure that you have a rinse in

repeat heat

system and we can make sure that we help

you set the appointments we can help you

close the deals now those parts are

going to be on you but we do walk you

through the process we have group calls

we make sure that you are staying on top

of um of everything and you're actually

moving in the right direction so it

would be a complete done for you

acquisition buildout so we'd make sure

you're generating lead and you're

generating the appointments all of your

forms all of your automations everything

is built out we do that for you and we

help you scale from zero to 50K as fast

as possible so thank you for watching

hopefully you got some value from this

this is one of the most um extensive

videos I've ever made so um yeah go

ahead leave a comment um I'm going to be

posting a lot more content so subscribe

for more as well and also just to give

you a little bit of information about

who I am if you have absolutely no clue

uh I'm Ashton I am the founder of Active

Solutions AI we've worked with with

clients of acquisition. we worked with

Joel Kaplan we um actually helped build

the internal go high level uh

conversational AI that I'm going to be

going over today um so we are part of

the research and development of that as

well and uh the goal really is to just

make um like Enterprise Solutions

available to small businesses um and

hopefully this video does that