Signals Podcast Network

3 Keys to Using Chatbots to Book Sales Meetings

Episode Summary

This week our host Billy Bateman give the best practices to using chatbots to book sales meetings.

Episode Notes

Host: Billy Bateman is the co-founder and VP of Operations for ChatFunnels, a digital conversation analytics, and optimization solutions provider. He has a background in digital marketing, operations, and entrepreneurship. Billy grew up in Idaho and graduated from Brigham Young University and has a Masters of Business Administration from Boise State University. While at BSU, he completed Boise State’s Venture College Entrepreneurship Program and became a mentor and entrepreneurial lead on a technology commercialization project. He is an avid outdoorsman and enjoys fishing and hunting. He currently lives in Springville, Utah, with his wife, Chelsea.

3 Key points to Using Chatbots to Book Sales Meetings: 

  1. Think about what you want to offer. 
  2. Decide how the bot will be triggered. 
  3. Choose qualifying criteria.
    1. Decide questions copy and order
    2. Choose 3-4 questions
    3. Manage users expectations

Connect with Billy and Chatfunnels!
Billy on LinkedIn and Twitter.
Chatfunnels on LinkedIn, Facebook, Twitter, and Instagram.

Check out our blog and get a free bot & live chat analysis!

Take a screenshot of the podcast and post using the #digitalconversations!