AI in Sales: From Lead to Offer in Seconds
Unlock the Power of AI to Transform Your Sales Process
AI is everywhere, but how can it be practically applied to streamline your business operations?
At this event, we’ll dive into a real-world use case: how AI can transform the custom offer creation process in your sales workflow. Specifically, we'll show you how AI can instantly generate personalized client offers right after a discovery call—saving hours of manual work.
By custom offer, we mean a complete, ready-to-send document with all the key details: title, tasks, deadlines, prices, payment terms, and more. What once took hours of effort can now be done in mere seconds with AI automation.
Here’s how AI can make a difference:
Time-saving: Let your sales team focus on closing deals, not on drafting offers.
Improved customer experience: Send offers instantly, keeping customers happy and engaged.
Higher conversion rates: Streamlined processes that lead to quicker, more accurate offers.
During this hands-on session, we’ll guide you through the entire process:
Gathering lead form data.
Qualifying the lead with AI.
Creating/updating a client record in your database.
Making an API call to a pre-trained GPT assistant to create a personalized offer.
Converting the output into a .pdf and preparing it for email.
Updating the CRM/database with the new offer.
Creating a draft email with custom text for each client.
The best part? After following these steps, all that’s left is to press "Send."
This session is designed not for developers, but for business people who want to explore practical, business-driven applications of AI, beyond just using ChatGPT.
Join us to see how AI can revolutionize your sales process!
Meet our speaker:
Maksims Sičs, AI integration specialist and automation consultant
Maksims help companies to streamline workflows, enhance productivity, and reduce costs, while also providing tailored consulting and corporate training to harness the true potential of AI.
Maksims show his work, use cases, and share his thoughts about AI in business on his YouTube channel: https://www.youtube.com/@MaksimsSicsExperience
Currently:
-Founder & CEO, FlowByte AI, AI Automation Agency (flowbyte.ai)
-Financial advisory and corporate trainings, MS Advisory SIA
Previously:
-COO, Financial Modeling World Cup (fmworldcup.com)
-Strategy and Business Development, AG Capital CFO Services (Latvia)
-Strategic Project Manager, commercial bank (Latvia)
-Sales, Southwestern Advantage (USA)
-Analytics, insurance company Benebay (USA)
Education
MiniMBA, SSE Riga
BSc, SSE Riga
Automation Services Level 4 - Advanced by Make.com
Saves hours of work to minutes with AI. Want to know how? Sign up for the event!
Please note that photos will be taken at the event, and by attending, guests agree to their use for promotional purposes.