AI Assessment — Productized Upsell Packages

Package 1 — AI Receptionist Starter

Best for

Businesses missing calls, after-hours inquiries, or front-desk overflow.

What’s included

• inbound call flow design
• AI receptionist setup
• business FAQ / response scripting
• lead capture fields
• basic handoff / escalation rules
• test calls and refinement

Outcome

• fewer missed calls
• better first response
• more leads captured
• better after-hours coverage

Positioning line

Stop sending new leads to voicemail.

Package 2 — Speed-to-Lead Automation

Best for

Businesses getting leads from web forms, ads, text, or social but responding too slowly.

What’s included

• lead intake mapping
• instant auto-response flow
• CRM or inbox routing
• follow-up reminder logic
• appointment / callback triggers
• basic reporting on response flow

Outcome

• faster response time
• fewer lost leads
• cleaner handoff to sales or office staff
• less manual follow-up

Positioning line

The faster you respond, the more jobs you win.

Package 3 — CRM + Follow-Up Cleanup

Best for

Businesses with messy pipelines, weak follow-up, or inconsistent lead tracking.

What’s included

• CRM review
• pipeline cleanup
• lead stage structure
• reminder / follow-up workflow design
• template messages / next-step logic
• simple dashboard or status view

Outcome

• better visibility
• fewer leads slipping through the cracks
• cleaner follow-up process
• easier team accountability

Positioning line

A better system means fewer leads forgotten and fewer opportunities wasted.

How to sell these after the assessment

• start with the easiest quick win
• tie the package directly to the pain point they described
• keep the language operational, not technical
• show time saved, missed leads recovered, or admin reduced

Simple close

"Based on your assessment, the best first move is [package]. It solves [problem] and gives you the fastest win without overcomplicating the business."