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Automatically Qualify Leads Through Automated Outbound Phone Calls

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Introduction

When working in sales, it can be an ongoing challenge to determine what leads you should continue pursuing and which leads you shouldn’t dedicate time towards. A contact may be interested in your product but it could be out of their price range or not a great fit for their business model. This is where Byron Structured tasks come in, we can automate the process of vetting and qualify these leads for you so that you can dedicate your time towards the leads you’re confident will lead to a sale. By utilizing the power of real assistants, we can make outbound calls to leads you need qualified and push these approved contacts back to your business to work with further. By following these simple steps, we can push this data to thousands of tools and services using our built in Zapier integration so that your information can be pushed wherever it needs to go. Here is how you can get started incorporating Byron into your workflow.

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What Are Structured Tasks?

With Byron’s structured task feature, you can automate almost any type of busy work that requires a human. The feature is designed so that you build out an automated process once then can trigger Byron to do the work at any point in time. Watch the video on how it works.

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Step 1: Setup Assistant Instructions

ASSISTANT INSTRUCTIONS TEMPLATE

Person Name

is interested in seeing an apartment at

Interested In Property X

Please give them a call at                                           and ask them the following questions.

Person Phone Number

EXAMPLE TASK WITH MAPPED DATA:

John Smith is interested in seeing an apartment at 123 Smith Street, New York, NY 10075. Please give them a call at (555) 555-5555 and ask them the following questions.

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Step 2: Setup Response Fields You Want Back From Byron

Add fields and description on how you want your task completed. Below is an example of how you would set up the fields and instructions.

FIELD NAME

Budget
Appointment Time
Property Count

ASSISTANT FIELD DESCRIPTION

What's your budget?

What time would you like to see the listing?

Are you seeing any other properties?

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Step 3: Add Data/Tasks

There are two ways that you can send new data/tasks to your Structured Project. You can either upload a CSV file of your variables that you set in Step 1, or you can fire off tasks via Zapier. Below are some popular Zapier integrations that align with this blueprint example.

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When a new user is added to Salesforce have Byron call the contact then update SalesForce record.

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New lead added in Hubspot, automatically have Byron call and update the lead in Hubspot.

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New row added in Google Sheets send to Byron to call.

Through Zapier, you can hook up over 1000+ integrations. Need help with setting things up? Chat with our specialist team to help you set up a custom integration.

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Output From Byron

If you follow the template above Byron would provide a sample output like:

Budget
=

$1,400/mo

Appointment Time
=

Tuesday, March 12th 20

Property Count
=

3

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Getting Started With Byron

How to get started...

1

Create a Byron account

2

Create a Structured Project with the instructions and snippets above

3

Send data to Byron via Zapier of by uploading a CSV of data

4

Integrate Byron's responses to over 1000 tools via Zapier

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