How AI Transformed Davey’s Business: A Case Study

At Charlie AI, our mission is to be the tech that powers the next generation of sales teams and entrepreneurs who are creating transformational change in the marketplace. We aim to deliver exceptional results and help businesses change people’s lives.

One of the clients we have worked with is Jeff Kloepping, the founder of Built for Life Coaching. Jeff’s coaching business has several different avatars, but for this case study, we will focus on the use case for women who want to change their lives.

With Charlie AI, Jeff achieved impressive results. In just the last seven days, Charlie helped him sign 75 leads, with an 80% response rate and booking 66% of the responses for a conversation or call. The lead to book ratio is an outstanding 53.33%, far surpassing the industry average of 10%.

But don’t just take our word for it. Here’s a testimonial from Jeff himself: “Before using Charlie, I struggled to find virtual assistants I could trust. I wanted to automate my lead follow-ups without relying on someone who might not care about my business. With Charlie, I have full control over the messages and responses, and it has made a significant difference in my business.”

The Three-Phase Optimization Process

At Charlie AI, we take every client through a three-phase optimization process to ensure the best results for their business. This process allows us to build, train, deploy, and optimize Charlie on their account, maximizing its effectiveness.

Phase 1: Building the machine and understanding the client’s avatar

In this phase, our prompt engineer meets with the client to evaluate their target audience and understand how Charlie, the AI setter, should communicate with them. By assessing the client’s avatar and their needs, we can determine the best approach and personality for Charlie to produce optimal results.

Phase 2: Prelaunch and review of the progress

After building the machine and setting up the necessary automations, we move to the prelaunch phase. The client has a follow-up meeting with their account manager, who reviews the progress made so far. This ensures that everything is in order before ramping up and scaling the lead volume.

Phase 3: Launch and the three-step process

Phase three involves the launch of Charlie and a three-step process to optimize its performance. Step one is audience verification, where the client receives their first 20 calls from Charlie and provides feedback on the quality of those interactions.

Step two is message optimization, where we delve into the client’s knowledge base and provide additional information to Charlie about their business. This helps train Charlie to disqualify leads earlier in the sales process, saving time and effort for the client.

Step three is conversion optimization, where we focus on optimizing three key metrics: response rate, response to call-to-action ratio, and lead-to-booking ratio. Our goal is to achieve a high response rate, a significant number of conversations resulting in bookings, and an efficient lead-to-booking ratio.

Benefits of the Optimization Process

The optimization process offers several benefits for our clients. It allows them to automate lead follow-ups, freeing up time and resources. The machine learning capabilities of Charlie enable continuous improvement, ensuring that conversations become more refined and effective over time.

With Charlie’s help, clients can achieve exceptional results, such as high response rates and impressive lead-to-booking ratios. By optimizing messaging and targeting the right audience, businesses can scale efficiently and increase profitability.