After you sign up and before your first campaign kicks off, you'll collaborate with a solutions architect to determine the best way for us to connect with your current systems. Whether sending completed campaign calls into your CRM or passing new leads to Smith.ai, we’re hands-on, so you don’t need to worry about hiring a sales tech consultant. We’ve got the technical chops, and we’ll make the workflows as streamlined as possible.
We’ll also craft unique outreach messages and develop time cadences based on your target objective. We’ll even build out FAQs and rebuttals to common objections into our AI-driven tools, so our agents are armed for any curve balls that may come their way.
We’ll provide a dedicated onboarding specialist and account manager to keep you in the loop from start to finish.
You can expect a team that is fast, flexible, and laser-focused on maximizing your campaign outcomes, with as little legwork required from you as possible. Here’s what we’re committed to delivering on every outreach campaign:
- Kick-off and campaign review meetings, plus regular check-ins (we’ll set the frequency together)
- Script development for phone, email, and SMS outreach
- Creation and refinement of your campaign “playbook,” FAQs, and rebuttals in our AI-driven software
- Consulting on campaign cadence, launch timing, and total duration
- Analytics dashboard setup and training
- Lead list review, plus establishing the connection of lead-flow systems with our solutions architect
- End-to-end quality assurance testing at launch and ongoing, including agent feedback reviews after live calls
- CRM/Zapier integration setup to log completed conversations in your main system