Sales Presentation Pilot | Ai Sales Automation

Trigger

Triggers are always customized to your processes.

Scheduled Sales Meeting

Monitor a sales rep's calendar for sales meetings.

Operations

These are standard operations. Actual operations will be customized to your needs.

1. Analyze the Prospect

Review and analyze available CRM data for the meeting attendees.
Categorize the lead into a persona.

2. Build the Presentation

Identify the persona sales template from a library on a shared drive.
Clone the presentation and rename it.
Remove any unnecessary slides.
Update select slides to feature relevant stats, case studies, products and/or services.

3. Prep the Sales Rep

Create a list of questions for the sales rep to ask during the call.
Send the questions and a link to the personalized presentation to the sales rep for review and tweaking.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

Limited

The sales rep needs to review the questions and presentation prior to the meeting.

OUTPUTS

The list of questions and the sales presentation are both outputs.

TIME SAVED

2-3 Hours

The automation pulls relevant resources and then builds the presentation so your sales rep doesn't have to.

Agency Example

L2 Digital uses Ai automation to create and customize sales presentations for each lead. The presentation is customized with service slides that are relevant to the lead's identified needs.

The full presentation is built and sent to the sales rep for review the morning of the introductory call.

Schedule Your Audit and Roadmap Discovery Call

Start with a free audit of your sales & marketing systems. We’ll show you exactly how AI + Automation can help you do more, faster.

DISCLAIMER: L2 only takes on five new automation projects a month.

Custom Cold Lead Scripts

Analyze. Build. Present.