Client Testing Portal Feature Highlight: Transform Your Sales Process with an Easy Client Demo Experience
In the fast-paced world of sales, the ability to efficiently qualify leads can make or break a business. Marketing agencies know that. However, something that can make or break your agency is your ability to sell the solution of sales AI. The white-label Client Testing Portal, powered by CloseBot, offers a transformative approach to selling the vision of hands-off lead qualification and AI booking.
This article will explore how this innovative tool enhances sales processes, improves transparency, and ultimately drives better results for marketing agencies. By leveraging this new demo portal, agencies are able to drastically reduce the sales cycle as they sell business owners on the vision. We will delve into the features of the Client Testing Portal, the benefits of using this as a sales instrument, and success stories highlighting agencies that have already found success.
What Is the Client Testing Portal and How Does It Enhance Sales Transparency?
The Client Testing Portal is a new addition to all CloseBot agency plans that allows you to share lead qualification AI you make with current or potential clients. It can be difficult to explain to business owners how powerful these AI services can be, but they understand it quickly when you show them a demo. Until now, setting up a demo was either a lengthy process, half-baked or nonexistent.
Here are some things agencies have been doing to try to sell their services:
- Lengthy → Fully building and deploying CloseBot into HubSpot or HighLevel CRMs with mock landing pages
- Half-baked → Doing a screen share or recording of the AI, promising them that it will also work in the real world after you set it up for them
- Nonexistent → Not doing a demo of any kind and just asking that the business owner cross their fingers and hope
How Does The Client Testing Portal Make Running Sales AI Demos Quick and Easy?
You take an AI you already have built, generate a share link, and share it with your potential (or current) client. They use this link to navigate to a page where they can experience, test, and reset their interactions. Setting this up on your end takes seconds. The impact it makes on your client is priceless.
Is this White Labeled for My Agency?
The client testing portal is white labeled for your agency. Simply set up your DNS and brand within your agency settings area and the client testing portal will follow your brand on your custom domain. This brand consistency allows you to maintain the trust with your customers. They aren’t being navigated cross-domain. They see and trust your brand.
White-label AI client portals offer several advantages for marketing agencies:
- Reliability: This testing portal is backed by the superior reliability of the CloseBot platform… so you never have to worry about looking bad when sharing a demo.
- Redundancy: With a multi-provider architecture of our AI personas, agencies can avoid dependency on a single provider, reducing the risk of outages affecting client relationships.
- Professionalism: Agencies can present themselves as reliable and professional, delivering smooth conversations and consistent results to clients.
- Return on Investment (ROI): Not only is the client demo portal included in your existing agency subscription, it’s going to make you a ton of money in sales conversions.
These benefits collectively contribute to a more robust sales process, allowing agencies to focus on what they do best: serving their clients.
In What Ways Does a Demo-Led Sales Process Affect Conversion and Fullfillment?
Both conversion rate and fulfillment are positively impacted when using the Client Portal. Keep in mind, this can be used with new clients as well as with existing clients. Let’s explore.
How Does this Sales AI Portal Help My Marketing Agency Win New Clients?
CloseBot Job Flows can be built to be business-agnostic. This means you can make a single flow that works for any business in a specific niche. You can do this by using variables for things that change like the business name, business address, etc. This allows you to build a flow once using variables, then send that client demo experience out to many different businesses that you are trying to work with. CloseBot will require portal visitors to input values for these variables before proceeding to the demo. This allows them to experience the real performance first-hand… which will result in them calling you to pay you money $$$.
Step 1: Set Up Job Flow With Variables
For example, this job flow is set up to conversationally qualify plumbing leads depending on the distance from the business address. Using a variable here will mean the business will be required to input this variable to be able to test out this demo experience.
Step 2: Share the Demo Link with New Clients
Click the Share Demo button and generate a link to share this demo with your potential new clients. If you have a HighLevel subaccount or HubSpot account set up for this client, you can optionally connect that at this step as well.
Step 3: New Clients Navigate to Your Link, Inputting their Website and Variable Values
Potential clients who visit the link will first be prompted to put in their website. This will fill the AI with knowledge about that client’s business. Next, they will be required to fill in any variable values that you used within your job flow. With all of this information filled in, the business will be able to test the exact experience you have built out.
This same process can be followed for existing clients. At the time of creating the link, you can choose to connect the client portal experience to an existing source (HighLevel subaccount or HubSpot account).
What Strategic Advantages Does the Client Testing Portal Offer Marketing Agencies?
This testing portal is only available to CloseBot users. This means the other Marketing Agencies not using CloseBot will have to rely on traditional methods to try to win business. We already explained how those traditional methods of converting sales are cumbersome, clunky and unimpressive. This means when you go up against them, you’ll be the one coming out on top.
- Demo faster – seconds to share a demo with a client
- Demo better – clients can experience the full capabilities of the sales AI
- Demo clearer – clients quickly see exactly how this can work within their business