Generate leads with your AI: Essential steps

Step 1: Brand your AI


Set your AI to look on brand [here]:

  • Give your AI a name
  • Add an avatar image
  • Choose your colours and font
  • Decide which user information to collect

Further guidance: Setting up your AI

✅ Now your AI matches your visual identity online.

Step 2: Set your AI's style and personality

Train your AI to emulate your coaching style [here]

  • Describe you, your tone of voice and personality
  • Select your AI's primary approach 
  • Adjust your style sliders 
  • Add your conversation phrases [here]

Further guidance:

Your AI's tone and personality

Your AI's conversation phrases

✅ Now your AI knows how to communicate in your voice, so your audience feels like they are talking to the real you.

Step 3: Give your AI knowledge


Upload relevant content [here] covering:

  • About you, your business and your services
  • Topics within your core areas of expertise
  • Beliefs and principles that guide your work
  • Common questions and answers
  • Options you want to upsell
  • Links to further resources

Further guidance:

Uploading documents in knowledge upload

Uploading a CSV file of prompts and completions

✅ Your AI has the knowledge to nurture new leads and answer their questions.

Step 4: Set up initial engagement

Create your ideal client conversations:

  • Add 2 to 4 conversation starter prompts [here]
  • Add the correct answers to your training data [here]

Further guidance: How your AI engages

✅ Your AI will suggest ways clients can begin chats that lead to results.

Step 5: Get your AI ready to share

Set up your Coachvox share page [here]:

  • Complete the text fields
  • Add relevant links
  • Upload images

Save to generate your share page URL.


Further guidance: Creating your AI share page

✅ Your page looks awesome and is ready to share with your audience.

Step 6: Connect to your CRM


Make the most of every interaction by integrating your AI with your CRM and email systems:

  • Connect your Coachvox to Zapier [here]
  • Set up automated notifications or actions
  • Prepare emails to send new leads

Further guidance:

Connecting your AI to your systems using Zapier

Creating automations with Zapier

✅ You're all set to seamlessly follow up each new contact, so you turn leads into clients.

Step 7: Test and refine your AI


Gather valuable feedback to shape your AI:

  • Ask 5 to 10 people to test your AI
  • Gather their feedback and review the chats
  • Fine-tune and train further based on this

Further guidance:

How to run an alpha test

Fine-tuning your AI

✅ Your AI is ready to launch in the wild!

Step 8: Launch and promote

It's time to share your AI with your audience:

  • Embed your AI on your website using the code [here]
  • Link to your share page url [here]
  • Start talking about your AI - on your website, blogs, socials and podcasts, in your newsletters, emails and client chats.

There are so many potential places and ways to share your amazing AI!


Further guidance:

Adding your AI to your website

Creating an AI landing page

Promoting your AI

✅ Now your AI is available to help people 24/7. It's ready to coach people in your style, do your marketing for you, and generate leads, all while you focus on what you do best!

Take your lead generation to the next level

To further improve your approach, check out our lead generation optimisation tips.

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