Customize Conversation Goals AI

1:28 Agency founder case study outreach and podcaster case study outreach or content creator podcaster case study outreach. We have these three different campaigns where people are responding yes I'm interested in getting the case study and then we need to say cool. 1:44 here's the you know send a personal message and send them a link with the specific case study. So we could create different conversation goals for those different campaigns to manage a custom scenario like that. 1:56 so really with you know how you set up your folders and goals, the possibilities are really endless and fully customizable for you. 2:05 I'm not going to go over the function of overriding the setter AI as it's not really important right now. And most, everything, if not everything can actually be achieved without that. 2:16 So we may actually get rid of that feature as it's not necessarily necessary. Okay. So, we've gone over some folders, you know how, how to think about that. 2:25 So for me. For me, another example, is a banjo appointment setting. So for me, I'm trying to actually set appointments with writer and get people to apply basically fill out the application form on our website, where they'll be directed to book a meeting with writer. 2:40 and also just let them know like, you know, sorry if they want to meet with me, they have to become a client. 2:46 I only do one on one calls with our clients exclusively. and, I don't handle sales anymore. so yeah, just so that's one example. 2:54 Banff AI demos or free trials. So I can let people, you it's common scenario for me where sometimes people will purchase a book and then they'll say they didn't get the link. 3:05 So you know, have a prompt asking them to check their spam folder. Let them know, I'm happy to send over the links to the PDFs. 3:12 if they can let me know which books they purchased and just some words of encouragement about how I'm excited to follow their LinkedIn journey from here and that I hope that the content's valuable etcetera. 3:22 again I have some things but no things. You know politely let them know I'm not interested in what they have to offer. 3:28 specifically I get asked to do a lot of speaking gigs and I don't like to travel. I have kids. I'm busy with BAMF and travel really throws me off so it's kind of a specific thing for no things but here's why I don't travel first. 3:44 If you have a remote opportunity, I'm happy to do that etc. So you can see how you know within the app you can customize the folders to whatever it is that you want. Now the templates which you'll have access to. 4:00 I've got some notes here for an effective conversation goal. Tailor your goal prompt to be succinctly to your objective. It can be as brief or as detailed as necessary. 4:10 It could literally be one line. but it's vital that the prompt clearly conveys the primary goal. Now that you've set up your set or AI as we went over in the previous video. 4:18 the AI should have the ability to reference all of the training about you know who you are, what your training is built. 4:25 Hold on, the primary goals and then you can sort of override the default behavior with these conversation goals. But it will always note a reference to the set or AI when it's needing context. 4:36 Okay so I'll go over a couple of these examples. So I just set up for writer. So I can actually see I already got a response from this guy. 4:45 So this guy said something So we connected and he says usual retells and nots, especially by the ball. I'm building my side gig until I can be big enough to afford BAMF. 4:55 I'm just testing what this literally wants to know like 15 minutes ago. Umm. fantastic to hear building a side gig as always. 5:04 Thanks. I'm getting journeyed to keep up the great work of your side gig. Let me know when you're ready to explore taking your business in the next level. 5:10 So there's that. Alright. So now, I'll go over another example of a guy who was his part, I believe I was looking at Where are you, Bart? 5:24 his name was Bart. Yeah. So this guy, we've already done a little bit of rapport building. And if you can see, the default behavior when you are using, you can skip the tone and skip the conversation goal. 5:37 And in this mode, it will rely exclusively on the setter AI that you've built out. So you know. and the way that the setter AI is built out is, for writer is to use those rapport building questions. 5:48 but yeah, I was just customizing his setter AI to kind of skip some of the rapport building. and get more straight to the point with people. 5:54 So I also set up a custom rapport building prompt right here. So that it's not asking, you know, additional unnecessary rapport building type questions. 6:09 You know, this guy already told us what his most rewarding part of his goal is. So that counts as a rapport builder for me. 6:15 I want to skip that in the default. So I'm just gonna, I created this prompt here, skip rapport building, go straight into asking qualifying questions about their business. 6:25 And literally, I mean, this is the lazy way to do it. I just made this, this is the name of the conversation goal and this is the what it does. 6:33 And that's it. It's just online. Go straight into asking qualifying questions about their business. Sorry. And so that's what it does. 6:39 Hey, Bart. It's great to hear your passion about working with impactful entrepreneurs. That's awesome. know, I had a little bit of personality there. 6:47 I'm curious. Are you open to exploring new ways to grow? supply chains. I don't know, I'd say something like let me know either way. 7:09 that's a custom goal where we are skipping the report building. and then I'll jump into my own to go over one more example. 7:15 Again you can find all of these here in the templates for these sort of pre-filled examples that you can look at. 7:21 as well as our structures for conversation goal examples. These are all included here in this doc. And you can just toggle through them and just see how we're using it and get an idea. 7:32 So let's go back to my own inbox. Thank you. I will just say. is a no thanks, He's invited me to an event and I don't like to do events. 7:46 So, at least right now I think in a different chapter of my life when I don't have kids and businesses it's not crazy. 7:52 Sounds across on this being that sounds like an amazing opportunity. I have a real must admit between being a dad and running, but if I play this quite full of the moment or in the middle of launching new products and it's all hands on d***. 8:02 I mean this is a great message. It's so thoughtful. I appreciate the invite but I'm sure it'll be the best of luck. 8:08 Sometimes this happens. where the message, the send button is grayed out. If that happens just copy the message, delete it and then paste it and then it should resolve that issue. 8:20 So you know that's an example you can see. I mean I just asked it to write a polite Thanks but no thanks. 8:27 yeah that worked great. So that's it for the call. Conversation goals. They can be as long in detail or as personal or as short or as detailed as you want. 8:36 There's no right or wrong way necessarily to do it as long as you're being clear and what the goal is and what you're asking. 8:45 What you're asking them as and the AI to achieve with the response message. They're going to always the AI will always analyze the previous messages as well as their profile and the details of their profile for context to make sure that the messages that are being generated or written are contextually 9:02 and personally relevant. So that's it for conversation goals. I hope that that's helpful and yeah. Be stay tuned for the next one which will be over the common to AI settings. 9:13 Alright cheers. Thank you.