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Chatbots That Close — Companion Materials
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QUADRANT 1 — BUSINESS GOAL
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Your Business Goal:
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Format:
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[Action verb] + [number] + [outcome] + [timeframe]
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Example:Qualify 30 inbound leads per month via chatbot within 90 days of launch.
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QUADRANT 2 — CHATBOT ROLE
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Archetype:
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Lead QualifierCaptures and qualifies inbound leads 24/7
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Sales CloserGuides visitors toward purchase, handles objections, recovers abandoned carts
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Support AgentResolves common questions, creates tickets, routes complex issues to humans
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Content / Community GuideDelivers personalised content, recommendations, and onboarding
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The chatbot WILL:
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The chatbot will NOT:
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QUADRANT 3 — SUCCESS METRICS
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KPIDescriptionCurrent Baseline30-Day Target90-Day Target
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VolumeConversations initiated per month
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QualityLead qualification rate (%)
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Outcome[Primary business metric]
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QUADRANT 4 — PLATFORM REQUIREMENTS
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Budget:$ ___/month
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Must-have integrations:
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Channels:
Website / WhatsApp / Messenger / Instagram / SMS
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Languages:
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AI quality requirement:
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Human handoff needed?Yes / No
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PRIORITISATION MATRIX
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ProblemRevenue Impact (1-5)Automation Ease (1-5)Priority Score
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"DONE" STATEMENT
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Template: "By [date], my chatbot is [measurable outcome]. I can see these numbers in [location] every [frequency]."
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