Objective

The objective of this SOP is to guide team members through the sign-up and setup process for the bot efficiently and accurately.

Key Steps

1. Click THIS LINK to access the sign-up page.
2. Fill in the required information in the form, including industry, CRM selection, and referral source.
3. Create a free account and log in to the CloseBot platform.
4. Modify the bot by naming it after your business and exploring available features.
5. Save your modifications before proceeding to the integration section.
6. Integrate the bot with the chosen CRM by following the provided instructions.
7. Set up the bot's conversation flow by copying the provided scripts from the Google document.
8. Prioritize capturing the name, email, and booking information of leads.
9. Test the system and make necessary adjustments for optimal performance.

Cautionary Notes

• Ensure to save any modifications made to the bot before navigating to another screen.
• If using the free version, stick to capturing name, email, and booking information initially.
• Seek assistance if needed for CRM setup or any technical difficulties.

Tips for Efficiency

• Consider upgrading to the premium version for enhanced features and capabilities.
• Schedule a demo call with the team to explore advanced functionalities.
• Utilize the bot to streamline lead management and communication across various channels.
• Regularly review and optimize the bot's performance based on feedback and results.