Written by: Val Campbell, Owner
A new client was referred to us by someone we had worked with for many years. This person, who performs in-person training courses, was losing prospects to something simple: nobody was there to answer questions over the phone during class hours. Every missed call meant a prospect went to the next vendor in their search results, but hiring an actual human had proven too expensive and produced inconsistent results.
The first challenge was that she’d had a website created years before, but it wasn’t performing as a sales funnel. Even worse, it was built on a platform that met the designer’s need for a quick turnaround but didn’t offer the security the client needed. It was nothing more than an online brochure, costing her money but not improving her workflow. After a consultation and review of her site, we understood that what was missing involved more than just a website; she also needed an email campaign and a tailor-made system that integrated an AI agent to answer questions and lead prospects to either enroll or allow for a call back, which got automatically forwarded to Second Desk Consulting AND our client. This allowed us to label those emails and forward them to her each morning in a group she could answer more efficiently, without sorting through the dozens of emails she received each day.
We created an 800-prospect database and built her a website with an AI phone agent trained specifically on her business—her course offerings, her schedule, her pricing—so calls get answered, and classes get booked even when she’s mid-lecture. Paired with an online calendar and simple payment links for each course, the system handles the full path from “someone calls” to “someone’s registered and paid,” without her lifting a finger. Her first booking came through the system before we even finished building it.
I’m sure you can imagine the excited message we got after the first client contact came through the system: someone wanted to talk to her about a series of onsite classes.