AI Sales Workflow

Active Workflows

Cold Calling, Estimating, Closing, Follow-up

Trained Conversations

243

+18% from last month

Appointment Rate

32.5%

+4.3% from last month

Closing Rate

28.7%

+2.1% from last month

Sales Workflow Overview

AI-powered workflow for moving company sales, from lead generation to closing

Workflow Stages

Cold Calling

Active

Initial contact with potential customers to set appointments

Cold Caller

100%

Estimator Handoff

Active

Transfer information from cold caller to estimator

System

100%

In-Home Estimate

Active

On-site evaluation and quote generation

Estimator

85%

Sales Manager Review

Active

Review and adjustment of quotes and sales strategy

Sales Manager

90%

Closing Call

Active

Follow-up call to close the sale

Sales Manager

75%

Booking & Follow-up

Active

Finalize booking and schedule follow-up communications

Sales Assistant

80%

Recent Activity

Training

Today, 2:34 PM

Cold Caller bot trained with 15 new successful call recordings

Workflow Update

Yesterday, 11:15 AM

Updated objection handling for price concerns in Sales Manager bot

Performance

Mar 21, 9:22 AM

Appointment setting rate increased by 4.3% after latest training

Integration

Mar 20, 4:45 PM

Connected Real Estate Lead Generation to Cold Caller workflow