Build An AI Appointment Setter Agency In Less Than 30 Minutes. (Full Tutorial)
Summary
TLDRThis 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
- π The video aims to teach viewers how to create a six-figure business using a conversational AI appointment setter.
- π The speaker shares their experience scaling a marketing agency to over $50,000 a month and a conversational AI agency to seven figures.
- π οΈ The process involves setting up a Go High Level CRM account, which is suitable for agencies and allows managing multiple sub-accounts for clients.
- π 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.
- π The importance of an 'appointment link' custom value is highlighted for the AI to book appointments directly onto a calendar.
- π A detailed workflow is explained, including the use of conversational AI actions, conditions, and responses to potential customer interactions.
- π The concept of a 'stop bot' workflow is introduced to prevent the AI from following up with customers who have already booked an appointment.
- π 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.
- π― The speaker emphasizes the effectiveness of broad targeting in ad campaigns and the use of lead forms to collect demographic data.
- π The video provides insights on ad campaign setup, including budget optimization, audience targeting, and the importance of creative ad design.
- π 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
π 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.
π 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.
π 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.
ποΈ 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.
π οΈ 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.
π― 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.
π 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.
π 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.
π 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.
Mindmap
Keywords
π‘Six-figure business
π‘Marketing agency
π‘Conversational AI
π‘CRM system
π‘Custom values
π‘Workflow
π‘Trigger message
π‘Qualifying questions
π‘Ad campaign
π‘Lead forms
π‘Snapshot
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
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