The AI Conversation Builder™
Plan Your AI Conversation System
Use this template to plan your AI conversation system before you build it. Fill in each section to ensure you've mapped the full buyer journey.
Lead Tiering
Define how AI should route leads based on qualification outcomes.
[Define what makes a Tier 1 lead for your business]
[Where should they go? e.g., "Route and book to Senior AE instantly"]
[Define what makes a Tier 2 lead for your business]
[Where should they go? e.g., "Book with SDR for deeper discovery" or "Nurture until ready"]
[Define what makes a Tier 3 lead for your business]
[Where should they go? e.g., "Light nurture sequence" or "Demo-on-demand"]
[Define what makes a Tier 4 lead for your business]
[Where should they go? e.g., "Self-serve resources" or "Video content"]
Knowledge to Include
Your AI needs the same resources your best reps rely on. Check off each knowledge type as you prepare it.
FAQs
Purpose: Questions your buyers and prospects are likely to ask
Notes: [List your top 10-15 FAQs]
Competitive Battlecards
Purpose: If competitors come up, make sure the AI is equipped to address them
Notes: [List your main competitors and key differentiators]
Product Documentation
Purpose: For questions or inquiries about product capabilities
Notes: [Link to or summarize core product features]
Common Objections
Purpose: Head off the objections you're most likely to face in early stages
Notes: [List your top 5-10 objections with responses]
Integration Checklist
Your AI chat needs to connect to key systems. Use this checklist to ensure everything is wired up.
Calendar Synced
Why: Ensure everyone taking qualified meetings is in the system
Notes: [Which calendar system? Who needs to be included?]
CRM Connected
Why: Ensure the AI has proper permissions to log conversation details
Notes: [Which CRM? What fields should be updated?]
Access Set
Why: Establish proper access levels for each team member
Notes: [Who needs admin access? Who needs view-only?]
Workflow Wired
Why: Connect the AI to the proper steps in your automation tools
Notes: [What triggers should fire after qualification?]
Quick Reference: Conversation Design Elements
| Element | Purpose | Where to Start |
|---|---|---|
| Hooks | Start the conversation | 50 AI Hooks |
| Objectives | Guide qualification | 50 Objectives |
| Soft Skills | Control tone & flow | Chapter 3 |
| Tiering | Route leads correctly | This template |
| Knowledge | Answer questions accurately | This template |
| Integrations | Connect to systems | This template |
Ready to Build?
Once you've completed this template, you have everything you need to configure your AI conversation system.
Next Steps:
- Review your tier definitions with your sales team
- Gather and format your knowledge documents
- Test your integrations in a sandbox environment
- Run through the conversation flow yourself before going live
- Launch and monitor using the 90-day coaching cadence
Ready to implement your AI conversation system?
Book a Demo