Building My AI Appointment Setting Chatbot | $0-10k Challenge EP.3

In this video I'm going to be taking you through my entire process for building my Instagram AI appointment setting chatbot for personal trainers and online fitness coaches you're going to get to see behind the scenes how I plan things out how I've built it and what platform I'm using and how I'm getting it ready for deployment and the kind of automations that I've built off the back to really expand the value of this Solution for my clients this video is actually episode three of an ongoing Series where I take an AI automation agency from 0

to 10K per month in Revenue all in the space of 30 days and if I fail I have to pay someone in the comments under one of these videos $1,000 I'm super excited to finally be getting this video out to you all because I know that the service delivery aspect of building an AI automation agency is often the most difficult part For many of you especially if you lack a technical background so I think for you to be seeing the behind the scenes of me and my process for building and delivering these Solutions is going

to be super valuable for many of you and you get to see the the stages but also the troubles and and issues I've had along the way and I think I can give a lot of really valuable information back to you but this video is going to be broken up into into a few different Sections so feel free to skip around as you wish I'm going to be starting off with the planning phase where I was using figb to create sort of a layout for the chatbot so it's important for you to know how I've

done that then I carry that over into the building phase where I'm using a chatbot building platform and automation platform so you get to see both of those platforms that I'm using there and how I was building it then I go into a a little quick demo Of showing the the sort of early stage of this chatport and how I was using it live on Instagram to show the appointment hitting capabilties so you get to see that as well then I have some clips from my review calls and update calls with the clients where they

gave me feedback and I was showing them the the product and the feedback was not always great and then at the end of the video I'm going to be giving you a full breakdown of the system where it's the Chatbot the Automation and the database of setup so you get to see my entire AI appointment setting system sort of laid out for you to look at and take inspiration from so it's a lot to get through obviously I'm really excited to get into this so let's go today is Service delivery day I going to be

working on planning my service delivery for my first client of three I've sort of prioritized them based on who I think needs to be worked on first So I'm going to be working on one of the first I'm having to speak quietly because my my videographer editor is still asleep here but um he's catching up on some uh necessary Zas but I have to first I'm going to go for a ride on my motorbike get a little bit of fresh air get some sunlight in my eyes go do a little bit of meditation at the

beach then I'm going to come back and head into my first work block where I'm going to be working on planning um planning The chat bar planning how I'm going to approach it you guys are going to see all of that and then you're also going to see me start to build my d my prototype my V1 for this client as well so very excited let's get stuck into it going to do some meditation get a bit of sunlight in the eyes and then we're going to be good to get back and get into work

so I'm now onto Service delivery as I mentioned and I'm starting with my First client that I'm going to be really planning this out I've got to plan for what I want to do today firstly I'm going to be looking over the notes that I took when we got on our call so I've got a notes on on all the things that he wants to the criteria that he uses and sort of General notes about his business so I have a good clear outline of what he's actually doing and how I can build a system

around it which is key secondly I'm going to be writing up a sequence of Questions and really a criteria based on what he told me so how I'm going to structure this conversation and how I'm going to be sort of like the the preliminary steps before writing the prompt that's going to be doing the uh allocation of where the user goes to product so if you're not familiar with what I was doing in the PRI episodes we are creating an AI appointment setting system which has kind of become less of strictly an appointment setting system

But more of a product qualifier and closer a AI qualifier and closer is one of the terms I'm using for it yet I still haven't decided on what term I want to use but that's kind of what I'm saying this sort of stuff is an AI qualifier and closer so it basically qualifies the prospect for one of your given offers and then we close them on that Prospect so if they're ideal for your top tier one-on-one coaching they will try to close you for that that but If you're not they'll also sort of qualify you

for a different offer and say look they ideal for the uh the free training we have so qualify and closer that's sort of the process that we're going through I'm then going to be taking that plan of the conversation and the criteria and I'm going to actually building out the conversation within the chat bot Builder I'm using for this particular project by the end of the day today the idea is to have a working demo A a V1 ready to send over to the client to check and give some feedback on and I'm also going

to be creating a business account for setwith ai.com on Instagram that I'm going to be able to set these chatbot up so that I can send it over as a real demo to my client and say hey here's what it's going to look like when people interact with it I'm going to put up a story that's his DM me grow what you can do to test it is actually reply to that story saying grow and they're Going to have a chance to really see it in action so that's my plan for the day you're going

to get to see me go through all of these different steps I'm going to document as much as possible so that you're fully on the same page as what I'm doing here and how you can use the same kind of process to do it with your own clients so I just planned out the conversation for this chat bot using my notes from the the call I had with the client so I've got a bunch of Information here on about what they needed and what they don't and I've been able to convert that over to a

fig Jam board which is laying out the entire conversation um at least I've just done the top row so you can do it based on if they say yes over and over or that like the ideal customer I've just done it on the top row I can do some filling out later but this is actually laid out a lot of the variables that have being captured the kind of times when the AI Is responding and times when I've actually just hardcoded a responses so I'm going to show you a little bit of a look through

that now so here you can see I've got a trigger so this is what I'm using to trigger it and then we have sort of the blue is going to be the user and obviously the gray is going to be the AI or the the chatbot sending it so iPhone colors is just to make it easy I have these things that are these purple diamonds which where catching a variable So this is going to be for something like the monthly Revenue variable this is going to be the uh monthly Revenue goal Etc so this kind

of color coding and layout makes it very very easy to see what's happening and where so um I've laid this out this is the top row obviously so when there's a question like this have you started your online coaching business yet yes no or other so this is giving sort of building in resiliency and and flexibility within The bot at the base level when I'm planning it because they could say yes they could say a no or they could say an other so I'm going to set up an AI system that's going to allocate them

into one of these and then I can easily uh lay this out and see visually how I'm going to handle each of those different scenarios so this has been a a very quick sort of 20 30 minute thing to do and then here we have the final bit of uh the product matching system really so It's going to be going to three different offers you're going to be able to route in all of the different trees as they get built out on these lower halves of the tree and they're all going to Route into this

in order to give them the outcome and send them to the link that they need to see so that's uh that's a quick look at how I'm laying this out I haven't eaten yet and it's uh it's 1:20 p.m. so I'm going to shoot up grab some food probably go to the gym And then come back and get into actually building this and fleshing out a few of these other sort of trees that are not necessarily on the yes route will the perfect rout so going to jump into that now so for this particular project

I'm trying out a bit of a new platform for me which is called called chatbot builder. a I'm going to leave a link down there if you want to check it out but this is basically a combination of mini chat and and AI features so I can Do Min chat kind of Integrations where it's through Instagram or through Facebook messenger chat Bots and things like this very easily but I can also have the AI features that I need now um it's definitely not the not the flash platform at the moment it's under constent development but

for the purposes of this video where I need a easy to deploy social solution it has been a good enough platform for me to be able to create a lot of the things I Needed to do so things like people always on my on my case about oh like you've changed bot building platforms this and this pick the platform that's the best for what you want to do and in this case because voice flow and Bot pressy Integrations with social platforms are a lot more difficult I needed to choose something that was allowed me to

rapidly iterate on my product and for me to connect voice flow to Instagram at the current stage They're working on some templates and things like this to be able to connect it easily but for the purposes of this platform I chose what was easiest for me and that is what you should do every time you do a build don't be dogmatic about one platform or another and don't get on my case when I recommend men you other software I'm not even recommending it I'm just saying that's what I use so if you want to check

it out go ahead and do that for social deployments I chose To do it because it was easiest and trust me for this kind of challenge I'm going to choose the easiest platform to build what I need to build so in this case using chatbot builder. going to be linked down there and I think I can get you a discount code as well so if you want to use that go ahead but if you don't want to use it then you can try whatever else you want to use so that's just my disclaimer there all

right we're getting into actually building the Chatbot now so I've laid out the whole conversation I've got a very very clear layout and I've actually done it in a bit of a different way the last time it's laid out in kind of iPhone colors and I've made it very very clear what is the user which is the chatbot and then where I'm saving the variables and what and so on so going to get into actually building it now on the chatbot Builder application that I'm going to be using you guys are going to be able

to see Some shots over the shoulder of me building this now when I was filming this in Thailand I did get buried under a ton of other work so the case study kind of went on the back foot but I did get to the point where I was able to show you a demo just in the next clip after I'd got to Spain so I may have gotten busy and forgotten to do the demo Mo while I was in Thailand but I've got time now we're here in Spain free beautiful near my Baaya and I

have the demo ready to go on my phone so I can actually show you the real world like use case and example of me using it within the native Instagram app which is all ready to go it took me a little bit of playing around but we're able to get it working now I've sent this over to the clients they're pretty happy with it got a few edits to make but we're going to be running through an actual over the shoulder demo so you can see exactly how this is working and the Kind of look

and feel of how someone using this would actually be interacting with it so we can just cut to that now so here's my Instagram profile for the business I've put a nice Instagram story so here's my brother and me having a sangria in uh in Malaga today but I can DM this Cooper and it's going to trigger the conversation so I've sent the message wait for a second bam there we go hey Liam thanks for reaching out my name is Jake and I'm on a Cooper team we're here to help fast check you to the

results here after I've got a few coups that I need answered to make sure you're good fit for our program is that cool sure it is awesome man won't take long firstly what to most important Fitness goal I want to lose weight that's awesome you're in the right place then Cooper's Trilogy method has program has helped hundreds of men to lose weight and achieve their fitness Goals what's the biggest struggle when it comes to achieving this goal nutrition workouts or other mainly nutrition for me new mainly nut for me so we're able to collect information

all the way through here and this is an AI response that's actually meant to respond to uh what they've actually said so that's a pretty common issue for our students the trilogy method is proven strategies and systems to help you Improve your nutrition and get it sorted on a scale of 1 to 10 how ready are you I'm about 8 out of 10 so again very conversational it's actually replying to each of the messages that it's sending in a in a personalized way before asking an actual follow on question now there's a you will notice

that there's not many much of a delay between each of these but we're actually able to set that up to be greater and future so that's one of the Things a client wants actually uh excellent we can definitely get you some killer results in Cooper Trilogy method um what's motivating you to take action right now my wife will leave me if I don't lose weight so thr a bit of a curve ball seeing if the AI can uh can handle it yep building a warrior mind and body is key to gaining confidence in overall health

how much have you invested financially in your personal development Let's say I've done about $500 and now we have to wait a second because it's doing the final step of actually matching up all of these responses and let's try to match it up against what the ideal offer is for them so should take a second we've actually got two AI steps that are happening here first is the matching and then the second is matching up the correct link to create the button with so you're going to see a button in a second as Well that's

a great start investing yourself as the first step towards achieving your Fitness goal that's where my question's done based off your answers you're an ideal candidate to start working Cooper 101 transforming your mind and body towards your goal of rapidly rapidly towards your goal of losing weight your motivation level on the fact you've already invested um and your personal development shows you're serious about this Etc so all good and Now I can click this button they've been qualified they check out they're good for the program based on our criteria and it takes it two at

this point it's my uh it's my booking page but in future it's going to be the client one I just need to swap the link out so pretty happy with that so far I've sent it off to the client and he wants a couple edits I think we're going to add in some delays so it's going to have like a time delay between when they actually send The message and when the first one's ends back and we can add some delays in between each of them and then we can also add typing delays so it's

going to look like it's typing away um and make it seem a lot more humid and natural so couple more edits to make I think I've got one thing I want to work on tonight that you might be getting to see in a bit is how I'm actually going to connect this up to a CRM style um hub for all of the conversation and and leads to go and I'm going to be tracking all of these different uh responses that they're giving and putting in a different column so I'll have this Ultra uh powerful resource

of data on each of the customers that are chatting to it and then I'm going to show that to the client and really get them excited for the next phase of this which is actually putting this into practice getting this live in the on their Instagram and being able to collect this data and do Retargeting and onward messaging essentially after we've closed the conversation or if they haven't moved forward and book the call we can actually start retargeting essentially so very excited to get that going I'm going to show you guys as much of that

as I can but for now I need to do a ton of work on the other stuff and it so with the demo that you just saw I actually sent that off to the clients and I got a bit of a negative reaction From one of them and I I want to mention this right now because it's really important for you all is that when he was sending over sort of not fully finished Solutions and it's like this is hey this is a an update on how we're going make sure you tell them that it

it is a it is a prototype right tell them the current stage that it's in because I sent it off to the client and I didn't give enough context on what it could and couldn't do and I know he sent me back a Message and it was just like oh yeah that's that's that's cool man like really is really not interested in the most polite way and I could have fixed that by prefacing the current stage of the bot and the things that it couldn't do cuz when I later went through I could look on

the back end and see the conversations that he had had with the bot it was just like he was doing all the things that it didn't yet wasn't yet able to do so he got a really bad idea Or sense of what it could actually do and I could have fixed that and he kind of went cold for like a week or two and I wasn't really able to re-engage him to keep the project moving but thankfully with enough updates presented uh and new new features and new fixes to basically address all of those issues

I was able to get them back on board get both of them excited don't know if I mentioned it yet but I did have the three clients I've kind of just focus on two currently Because they have the most possibility for me to be able to get referrals after so that's going to get me to my first paid client so I'm really focusing on these two initially so that's just a little bit of value gold whatever you want to call it um that when you are presenting the solutions to clients and they're not fully baked

and you're just giving them an update make sure they know the limitations of it so that you don't turn them off and think that you You're making something really not good that's never going to be able to be put to use in their business and as I just said In that clip there at this stage I just built out the chatbot and I was pretty happy with the things that it was doing now I just needed to set up the ability to take the information that I was collecting because conversation is going to be a

huge I mean it already is but it's a growing Channel by which businesses and customers communicate and What we're doing is setting up systems to extract the the the information from those conversations and we're going to be logging that to essentially a CRM so I'm in these these next steps in between this clip and the next clip I built out an air table CRM which you're going to get to see at the end and I also built out some make.com autom that were able to take the information from the uh from the chatbot buildout put

it into air table and then do a bunch of cool things Like cleaning the data up categorizing it classifying it and stuff so you'll get to see that in the next clip now so I'm here in a beautiful dorf look at it stunning um have my last sort of bit of my my travels for this year but getting into the good stuff of actually attacking this problem head on so um sort of had a bit of a lack of focus over the past couple of weeks um just with a lot of stuff going on so

I haven't necessarily been able to do the The work that I've been meaning to do on a lot of these uh case study clients but I have just over the past day or two put in a ton of work in terms of getting the air table working very very well a lot of classified data I have a full uh lead cleaning system setup that's going to prep the data so that it's ready to use um and also a lot of human handoff features as well so we have human handoff all through here in case the

person who's contacting the bot tries to Get funky with it so big updates we need to push um trying to get this thing back on track the clients are all very very excited to hop on a call so you should be able to see a call very soon of me having a chat demoing What I've Done um and I'm really excited to show them because I think it's a massive upgrade from what I've been doing and this is something I want to make sure you guys are all doing when you are working with your clients

particular these free ones Where they don't necessarily have that much skin in the game is make sure that when you're doing an update you're pushing a big one every time not just a little one because it might be a free offer but what you are the cost to them is going to be these calls that you're having with them right and then going through the revisions and checking it over and not being happy with it that is a cost to them you need a minimize that so make sure that the revision is big And it

provides a ton of value it's like wo this is a big upgrade he's really putting in time and secondly making sure that those calls are sort of infrequent as possible so you're not taking up too much of the time um we're we're basically ready to start getting this thing live and I'm super excited to show you that so you're going to see a call with some of these clients very soon um and then I'm probably ready to put this live on their accounts so super excited I'm really really happy with how a lot of this

has turned out and I think we're getting towards a sort of 80 90% solution that can handle most of these different conversations that going through and also this lead Stu I love this so very excited okay so at this point there was a major update that had pushed and it was a very very necessary one to make the leap from complete sort of garbage and not really being anywhere near uh production grade to being a lot Closer to that point and really just needing a little bit of real data to to be able to get

there so I put a number of updates into the chatbot and and the thing that I mentioned just at the end of that clip there of getting it to that 80% solution this is something I've been really big on recently and I'm pushing to a lot of people within my accelerator within on Twitter and things like this is that AI technology right now and the stuff that you're able to make in a lot Of cases an 80% solution in terms it can handle 80% of the workload that a a human would normally do is a

great place to look to really aim for so this appointment setting system I think it was sort of a philosophical switch in my head instead of saying I need to make this thing so good that it can answer everything and be able to definitely respond to every kind of query and an answer that they get given two let's try to set something up that can handle if They were to fly down the M and answer how we expect on every question and just sort of go QA QA Etc ideally let's get 80% of the people

to go down that path and then if they sort of go outside of the expected conversation route and they ask a question or they um they say something stupid Etc let's snap the bot out of that and let's send it off to a human so this is what I'm calling the 80% solution and as you saw in that clip there there's actually a human handoff Which was the big update on this particular push that I sent over to the clients which is a part of the prompt which is saying if if you detect the that

they are not answering the question properly they're being stupid they asking if you're a chat bot or you're an unro of the answer then reply with the word human h m and all capitals and then I do a conditional check just after it saying if the output from the AI task was human then transfer this bot or Transfer the conversation to a human so the good thing about this chatbot Builder platform is that it's very easy to use and integrated with all these sort of inboxes that you need across different platforms and it's got very

good management of Bot conversations with conversation so one of the built-in features is that you can hand off to a human very easily so I've basically set the chatbot up to be in any case where it's unsure or there's a potential for Them burning a lead where lead said something stupid or it's getting a little bit unsure to just be safe push it off to a human and step out of there so that then in the inbox we can be notified when there's a new question that needs answering and we can try to close that

via a regular human appointment seter instead so big difference there is this this human handoff concept going for the 80% orig initially If you are building these kind of solutions then i' recommend you go for the 80% I mean you use a customer support example say for customer support chat but if you can get 80% of them handled with this with an AI knowledge base and then you take the other 20% and you say hey could you please get in touch with the customer support team at this email so you're still slicing off 80% of

what the customer support team was usually handling but now you're Handing off the trickier ones in order to not really piss off the customer essentially and handing the off to a real person to answer now people say oh we want the human touch business it's AI is not what our customers want but if you think about it in most cases if you can answer someone instantly and give them the information they need is that not benefiting the customer so in 80% of the queries where it's General FAQs and you can answer them and give them

the Information they need instantly AI Solutions like this are good for the business and good for the customer as long as you have that built-in where it's able to send them off to a human when they actually need it so big update on this uh I've also got the make automation set up which is pulling all the information from the air table classifying and cleaning it I'm going to go go a little bit in more depth at the end of the video on how that adack System works so stay tuned for that okay so and

off the back of these updates and this was something I was using to really keep these guys interested and sort of engaged in this possible build for them is to mention hey every couple of days and say hey I've just pushed this s this update here's what I'm working on next really being communicative as much as possible and it was at this stage that I used the updates that I pushed which such as the air table the make Automations I even had kly booking tracking set up as well so I put a lot of work

in and really updated this to be a lot closer to ready to deploy and so I used all of these updates as sort of incentive and and interest to get these uh my two clients two main clients uh onto a call so that I can really start pushing this towards production and pushing towards my first paid clients essentially so um I was able to do that I'm going to show you some of the calls In a second here these calls were like half an hour 40 minutes long so I'm not going to show you the

whole thing but I'll show you some clips of the one that went well and some clips of the one that didn't go too well so that you get an idea of both sides of things but essentially I'd used the updates that I'd pushed to incen device and and say hey look I want to give you a demo I want to give you an update and I was able to collect a ton of valuable info Back from each of the clients and what they needed changed and the key question on these calls was what will it

take for you to be R ready to put this live how much more proof do we need and what kind of proof and uh what kind of safe environment do you need in order to be able to start deploying this on account so I got that important information and that sort of led me on to the next step which I'm going to go on at the end of the video what up it's good man how you So here's the the updated version it's getting pretty hefty um but what we have is a couple key updates

yeah because again like AI is huge I right now I'm still trying to figure out where exactly I want to align with my business and what my unique offer is different I really think that I really love the AI and how that's going to grow because it's only growing exponentially now until the next like 10 20 forever yeah definitely man shot me over that demo I Can just send it into my group chat right now with all my students see how they like it sweet okay that should do the job they trust me okay all

righty mate uh really appreciate your time hope that's been been worth your time and I'm really excited to get this thing going yeah definitely man I'm excited I want to get this rolling because uh damn these Saturday doing it yeah so okay well man enjoy the rest of your day and I'll have a t probably early tomorrow Morning my time all perf man man later see what's good bro I'm good bro how are you I'm doing well good to finally get on a call I think we've been been chasing this down for a while but

uh I've got some good stuff to show you so we can uh we can get stuck into it awesome bro let's do it yeah man I mean it looks it looks very clean very nice very clean all the setup um I think I'm going to be just 100% transparent yeah that's cool when I was playing with it At first I was not too impressed okay sweet then I'll send you a few screenshots of the guys that have closed and then yeah man I mean once we start closing a few I'm down to try with few

influencers I love that idea because it's using the the power of personal brand In Their audience to basically milk their leads and pay them awesome well it was a pleasure I got a meeting I got to I'll send you those screenshots I'm excited sweet for sure um this is a Thing we working with this new tech that people are going to be very resistant to it so he doesn't seem too hot on it like at all so um I just you just have to keep like you just have to keep going like I mean I

just I think it's the the fact that it's like an AI and he's expecting human level conversations I think because he doesn't necessarily have massive lead flow because he's not a massive like influencer they still feel very attached to each lead that Comes through whereas if you've got like two 300 people heading you up every week like you don't these are just numbers to you at some point and you just want to like sort them out get them in your funnel get them sold so I think working with these smaller guys particularly like this guy

um the smaller ones makes it a bit more difficult because they want to be more personal and they like each lead is a lot more of their potential earnings than uh than like the 300 first lead for a big guy each week so um interesting and yeah that was hard to get him on a call it probably be hard to get him on again but um I think this guy will fomo in if I just focus on the other guy and uh get that going and sort of give a bit some of the feedback over

from him to this guy and uh use that data because we just need data we haven't even seen this thing live yet so I need to figure out what the like out rate is basically excuse my language but Um basically the rate of which this thing either Burns a lead and and says something stupid or they or they stop replying or it has to snap out of the conversation send it to a human um that rate is going to be key cuz if I can get a Sol like 70% of people shooting right down the

middle and get into the conversion event um then then we're going a pretty good spot so head update it's midnight Midnight here been a put on a Big day not going to lie but um get some shut ey and get back to it tomorrow it's probably going to be it for episode three not going to lie I think uh we're going to the point where I'm basically you're good to go and put this thing live on the coach of coaches students account first I'm going to get that thing going get some data back and then

next episode's going to be really focusing on getting this thing live getting data back and transitioning that To getting our first paid client so big episode next one really rub me to the road putting this thing to the test so yeah I'm excited and I know the hard work ain't going to end yet but um that's just how it is sometimes so thank you for watching up to this point uh might have some other stuff after this depending but for this stage of of the challenge I think I'm going to wrap this episode up here

that was the update call that I had with both of my main clients As I said there is a third one but I haven't really started developing or building theirs yet cuz I didn't have the biggest sort of onwards r new opportunities in terms of referral so I'm going to give you a bit of a run through the system that I've got set up for them and what I demoed on the calls so I'll show you that now okay so I'm going to be going through the chatbot layout the automation layout and the air table

so first we're jumping in on my First client who was a coach of coaches so he's a business coach for online personal trainers um here we have the chatbot layout I I won't go into too much depth but I'll give you a quick rundown so we have sort of some of the prompting information I set some Sona prompts and fallback prompts Etc then I have the human handoff section here which is really important and I mentioned was a big up so if you want to take a look see at the human hand off There basically

we uh determine if they're being silly if if they're saying something that's trying to break the bot then we hand off or if it's something that the bot can't answer or it's outside the scope of the conversation then we can transfer to human here um it goes through a couple questions um basically just asking the format is that we ask them a question so what is the monthly revenue for your business in the next or the goal for your Revenue in the Next 6 months and then we're going to capture that thing that they say

and then we're going to run it through the AI task here and then if it's a valid response then we can go through to the next one and we print out that as the AI output now if it isn't a valid response then we send it to human and then within the inbox of this chap board application we can actually allow the appointment set to go in and reply to them manually so you can see this thing sort of Repeats over and over but the format is pretty much the same we ask the question we

generate the response if it's a valid response then we go through and print that out to them as the response so it's quite personalized say we use some of the information that they've given us based off also the information about the business and we can say oh yeah we've gotten plenty of results for people who are making 10K a month HS personalized responses and then we go to another Question as the format we go through all the way I do a couple API calls Etc but the key uh business of this app is really this

uh this block here which is the uh offer matching section so it's going to provide all of the different responses so the constraint are they willing to change their budget Etc and then we're going to run that past the criteria and say if they have uh $500 on more to spend and are willing to change or they have a goal of reaching maybe 30k then you can send them this offer so all of this stuff is a little bit too in depth for the scope of this video um the templates for all of these are

actually available to my accelerator members I I can't give away templates to the entire world um because that's going to one mess up my Challenge and it's also going to mess up all of the accelerator members who are using this template so if you want to get access to that we're only got a $97 per month plan so if you Want to steal all my hard work over the past couple of weeks and start trying to sell an appointment sitting system to not only online personal but like other niches as well that need appointment Setters

you can get the air table the make automations and this exact template all available as soon as you get into my accelerator so or we go through and then I've actually added in a lead capture here which is a key point so in order for us to track the information that We're getting through these different questions that we asked them we need to capture the lead at some point so that we can contact them right so I have at the end of it which I've moved to the front of it and the newer versions but

at the end or at some stage in the chat bot I'm collecting their email and then I'm also collecting their phone number depending on what the client wants and and then at the end of it I have this API request and that's pushing all of The information over to the air table so um it's fairly straightforward again you just got to use the air table API and make a call um and that's sending it off to the air table which I can show you in a second so the air table looks like this I have

my client one this is the coach of coaches and we have all the information here so we have Mike wasowski our lead we have uh his email we have the phone number we collected we have a bunch of information that we Collected through the chat bot and this is all being populated once the lead capture is complete at the end so we have the goal the monthly Revenue we have the constraint that they said Etc so all the information from the conversation that we've collected is being pushed to this air table and then once we

have that air table done we can send it over to make.com to do a lead cleaning really and and structure the data a little bit more which I can show You now then over on make.com I'm using a web hook that's connected to air table so as soon as in this automation section as soon as a uh a new client record is created I'm running the script which is a little bit of custom code um not too complex you basically just call in the the webook URL that's sending the data over to this uh make.com

Automation and then it's going to look up the air table record based off what we got from the we hook then I'm going through and I'm Using multiple chat GPT nodes to take the information from one of the columns say they ask okay what is your goal for your business in the next 6 months it's going uh uh I'd love to get to maybe 30k per month that would be great so instead of this big long string of information I can classify that down to maybe okay this guy wants to make in the range of

30 to 40K and then I can label that in air table as a select rather than as a natural language input which allows us To filter it and do all sorts of cool stuff and set up automations off the back of it so for each of the different fields and that I've collected from the chatbot and that the client has provided or that the lead has provided I'm cleaning the data step by step and at the end of it I'm pushing all of that data uh to the to the air table to update it so

I can go back to air table and I can show you what the clean view looks like in this case so it's got uh Monthly revenue and we' classified the constraint type and into either time skills family money Etc and we start to get these labels appear rather than having the natural language input so that's kind of the setup at the moment we go from the chatbot Builder we export all the data at the end we get a lead capture we push all the data to air table and then as soon as a new record

is created in air table then I send it off to make.com and I go through those Chat GPT notes over and over and over again and those are prompted to classify the information or to clean it up so for example this budget here if I go back to the grid view the uh the budget might be 2K or might be I'd love to do 2K or I have about 2k to spend instead of being the natural language input then we have this cleaned column the C and that's going to standardize all of it to 1,200

or using the same um layout of of putting a price down so that's the System for my client who is a coach of coaches a business coach for online fitness coaches this is the one for the online fitness coach so this is the actual the people that I was originally intending to Target and so this is a much more basic flow as you can see same principles apply I'm asking a question I'm checking if it was a valid response if not I transfer it to human and I'm collecting the information about what their this lead

has I what's your Fitness goal what are you struggling with the most how much budget do you have Etc go through the whole process get to the end I do my lead capture I determine which offer is best for them then I capture the lead and then I send the information off the air table again so similar thing if I go to the second tab here you can see I've got a bunch more leads in here and this really ill illustrates the power of the me.com automation so if I go to the grid view You

can see I have the status column which I'll go into in a sec but I've got all of this lead data so Fitness goal the natural language that they provided in Instagram biggest struggle how ready Etc all of this information that's quite messy and you can't do much with it then when we go to the make automation I'm using this exact process to classify a lot of the time so take a look at the response they give they gave here's the five categories we have we also have Other if you can't categorize it but if

they say they are struggling with their time management we can say that's a time constraint Etc and that gives us this really nice leads uh this really nice lead data instead of having it all messy like this I can swap over to my clean leads view which basically cuts out the non-clean columns and then I get this beautiful quite satisfying to look at um lead data so we have Fitness goal build muscle lose fat or both we have the the Biggest struggle workouts nutrition or other how ready on a scale of 1 to 10 Etc

and then we have the budget as well so this is a great setup for me to be able to get a lot more actionable data so that say I actually have a a Cly a conversion tracking setup so that when uh when they have sent a link to book so they get qualified for the the one-on-one coaching offer that's going to send them the link to book I can put a UTM tracking parameter and I can Generate a unique ID so that when they send every person who gets sent a link to book it's going

to have a unique identifier in it and then when they book with that unique identifier cly pings my Automation and make and it's able to update this status column here saying that instead of just the lead being arrived in the CRM it's actually being called booked so this allows us to schedule follow-up so say if the lead was sent the link but they didn't book The call after 24 hours or 48 hours then we can send a follow-up sequence after that so I can connect this to make again make.com again to send out some follow-up

emails or SMS whatever I need to do in order to try and push them towards that call booking so this is the current state of it um I as I said all of the templates I can't go into it too in depth here this video will be 3 hours long but all the templates available to my accelerator members as sort of the The privil they get to get access to all of the hard work on this so that's the build currently for my coach of coaches client we are almost ready to start testing it in

in the real world um I'm just doing a few little edits to make sure that I've got a a online fitness coach kind of personal trainer set up really dialed in that he can start to offer to his students and we're going to test it on a couple of their accounts first so that's all good on that side And I've just got a couple more things to do over the next few days in order to present that just drop it in the group chat and say hey this is an appointment sitting system we've got anyone

want to try it we can get another couple people to run it live on the other side the client 2 which is a a personal trainer and online fitness coach themselves um they have just sent over a sales script CU I think they they want a few changes to the way that I'm answering the Questions and where I'm posing the questions as well so I've got a little bit more work to do on that side before we can get it live but I'm in the process of taking that script that he sent and adjusting the

the chatbot itself so being my all a open to what the clients want I've been very flexible throughout this whole process um and there's also for the coach of coaches he wants to get some follow-up sequences set up as well um because he doesn't Have any and as students don't have any either so as I mentioned with this call booked idea where if they haven't booked for 48 hours and I can send a followup I'm going to be able to use all of this data say if their biggest struggle was workouts okay then they get

sent this follow-up message as well so it's personalized say if they they had a budget deficiency we can send this kind of message so these kind of follow-ups is going to be key part to the uh to Both sides of this really and I'm in the process of building out the final version so that we can start getting this live and I can start to secure my first paying client which are going to be referral so we're very close now um I want to sort of address the elephant in the room which is that I

think the the 30 days is up and uh that comes down to me and I want to mention right now that uh these kind of projects you need focus and for me about the past 2 or 3 weeks I've been so scatter branded on my multiple different tasks and and projects really and commitments that I haven't been able to give this the the attention it needed in order to get it done in 30 days now of course I am going to have to cough up the $1,000 to someone who's commented I'm going to continue that

competition for uh this video and I'll put it on the next video as well so once I finish a series someone's going to be getting that $1,000 so you can still win it if you want to comment down below you can go into the draw you can comment on the previous video and the episode before that and the next one um because the next one's ideally going to be me getting my first couple of paying clients and we're trying to wrap the challenge up by then so I didn't get the 30 days and that's cuz

I didn't focus on it but I know all of you uh do not have multiple different businesses that are Juggling and you don't have commitments elsewhere you don't have a YouTube channel so you should be able to focus and put a lot more effort and attention on it um the qu I like to use is I think it's Alexander Gran Bell the sun's Rays don't burn until they come into Focus you need to focus on this stuff in order to get any kind of results the building of this stuff is not easy but now that

I've built this I was able to build it once for my coach of coaches clients Duplicate it over to the personal trainer client and the modifications only took a few hours now once I've dialed it in even more the hard work is done and that's why going for this Niche specific and solution specific method is far more scalable because now I can roll solution out to potentially 5 or 10 people in the space of a week and then it's sort of just managing it Beyond there so I'm uh I'm happy with how things have gone

I'm obviously a little Bit behind schedule but I do believe that if you were to focus on it I could have got this done in 30 days but I'm probably going to extend this out to probably a 60-day um just because I've got my my focus pulled in so many directions so learn from me don't overcommit yourself don't run a YouTube channel and case studies and this this while it's great uh it doesn't really work well for trying to squeeze us out in 30 days so learn from my mistakes and All all your learned in

this video and I'm really looking forward to getting started on the the next episode where I can get some money coming in and really wrap this thing up so if you've enjoyed and you've got any value out of this please I've put so much work into this and I continue because I know this is the content that you all want to see and I could make all these other videos but really this is the stuff that you you need to see and what's going to be most Helpful in your journey so I appreciate you all

for tuning in um being on this journey with me and seeing my failure healing my successes and as I said if you want to get $11,000 cuz I have to pay up now you can comment down below please leave a like on this video it would really mean the well to me as I said I'm putting a ton of value I'm putting a ton of work into these videos for you all so I hope it's contributing and and translating to some sort of Value and if you haven't already subscribed to the channel I think like

50% of the people who watch these videos aren't subscribed so if you're not already subscribed can you please go and do that because it helps me out it helps me get more clients from my agency because it looks like I'm more credible so if you want to help me without paying any dollars you can go and subscribe and that's going to help me make money from my business so that's how I get sort of A little bit of a value exchange here but enough rambling you've seen me in like four different countries over four different

weeks weeks but um that's been episode three of the challenge Service delivery templates all that sort of stuff available in the accelerator and if you aren't already in my telegram or on my newsletter be sure to hit down below and subscribe to that and join the telegram because I'm sending out as much information as I can on how to start Your own AI automation agency and challenge specific things too so telegram Discord all the links down there um please go a click on those and support me in other ways rather than sending me money so

thank you so much I'll see you in the next one