Do's and Don't of AI Sales Rep

Do's and Don't of AI Sales Rep

Helpful Tips

Maximize your success with AI Sales Rep.

Triggers


✅ Do:
✔ Focus on engaged visitors who show genuine interest.
✔ Set up page triggers for high-value pages like "Pricing" or "Schedule Now" to engage potential leads.
✔ Use ignore triggers for low-value pages like "Opt-Out" or "Blog" to avoid unnecessary outreach and missed opportunities. 
✔ Trigger a message when a visitor views two or more pages, indicating deeper interest.

🚫 Don't:
✘ Target bounced visitors who leave quickly.
✘ Trigger for single-page views—instead, disqualify them to prevent missed opportunities. 
✘ Send messages to visitors who only view one page, as they may not be ready to engage.



✅ Do:
✔ Create an engaging call to action that encourages response.
✔ Ensure the CTA link leads to a page on your website for a seamless experience.
✔ Use special landing pages on your website that are only accessible through AI Sales Rep for better tracking and personalization.

🚫 Don't:
✘ Use a CTA link that directs to a personal calendar (e.g., Calendly, HubSpot).
✘ Leave the call to action blank, missing an opportunity to guide the prospect.
✘ Use a CTA that doesn’t align with the email’s purpose, leading to confusion.


Alert
AI Sales Rep does not support images.

Messaging


✅ Do: 
✔ Be clear on the purpose of the email.
✔ Spell out special characters like "percent" or "dollars."
✔ Have more than one email sequence.
✔ Be creative, engaging, and encourage conversation.
✔ Follow brand specifics, including special verbiage or phrases.
✔ Avoid phrases or language that do not align with your company's brand.

Idea
Use the "Do Not Say" option in AI Sales Rep to prevent specific phrases or words from being used in your messaging.

🚫 Don't:
✘ Use special characters.
✘ Have too many email sequences that don't align with your original goal.
✘ Be too pushy.
✘ Mention "I saw you on the website."


Notes
AI Sales Rep will automatically convert special characters in your messaging.
Example: "25 percent" will be converted to "25%" for clarity and efficiency.

Other Helpful Tips

✅ Do:
✔ Make mindful changes.
✔ Consider your standard sales conversion times.
✔ Treat returning visitors as a positive result, not just conversions.
✔ Keep in mind standard marketing statistics (3–6 months for ROI).

❌ Don't:
✘ Run AI Sales Rep outside of business hours.
✘ Make constant changes.
✘ Use call-to-action links that don’t drive back to your website.
✘ Expect immediate results.
✘ Confuse AI Sales Rep with traditional email marketing.


Learn more AI Sales Rep Best Practices here.

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