System Learning & Improving
6 channels updated • 8+ rate up 12%
Revenue
$803K
Pipeline
$295K
Closed
$240K
John Doe
Owner
Rate Today's Leads
5 calls waiting
Deploy AI Insight
+$23k/month opportunity
Live Automation
6 updates in 24 hours
Marketing Automation Engine
Every 8+ sales call automatically updates ALL channels
6
Auto-Updates (24hrs)
+47
More 8+ Leads (This Week)
100%
Autonomous (No Manual Work)
Google Ads
Ad Copy Updated
Triggered by: Patricia Anderson closed (9/9 rating)
Before:
Save Money on Electricity with Solar
After:
Make Your Forever Home Energy Independent
Impact: +22% CTR, +31% 8+ rate
Facebook Ads
Targeting Adjusted
Triggered by: Diana Rodriguez closed (8/9 rating)
Before:
Broad homeowners 35-65
After:
Homeowners who engaged with "monthly savings" content
Impact: +18% 8+ rate, -$42 cost per lead
Email Templates
Subject Line Changed
Triggered by: 7 emails rated below 6
Before:
Solar Panel Installation Services
After:
Is Your Home Perfect for a Forever Solar Solution?
Impact: +34% open rate, +12% reply rate
Active Pipeline
Only 8+ rated deals • AI analyzed transcripts
$295K
Total Pipeline Value
Michael Chen
Proposal Sent4821 Oak Avenue • Google Ads
Close: 10/18/2025 (4 days)
You
AI
$47.8K
Next Action (AI Recommended):
Call to discuss financing options
Why: AI detected hesitation around upfront cost at 18:32 in transcript. Mentioned "monthly payment" 4x. High interest in $0 down option.
Sarah Williams
Ready to Close1923 Maple Drive • Facebook Ads
Close: 10/20/2025 (6 days)
You
AI
$62.4K
Next Action (AI Recommended):
Send final contract with warranty highlights
Why: Customer asked "what if panels break?" 3x during call. Strong buying signals but needs warranty reassurance. Send 25-yr warranty PDF.
Robert Davis
NegotiationBeverly Hills Home • Referral
Close: 10/25/2025 (11 days)
You
AI
$89.2K
Next Action (AI Recommended):
Present price adjustment with value-add options
Why: Transcript shows price objection but strong interest in battery backup. Offer $3K discount + free battery consultation to close gap.
Jennifer Martinez
Proposal Review742 Sunset Blvd • Google Ads
Close: 10/22/2025 (8 days)
You
AI
$53.6K
Next Action (AI Recommended):
Answer HOA approval questions
Why: Customer said "I need to check with HOA" at 24:10. AI found 89% close rate when we provide HOA approval template. Send template + offer to handle paperwork.
David Thompson
Initial Meeting3344 Pine Street • Geofencing
Close: 10/28/2025 (14 days)
You
AI
$41.9K
Next Action (AI Recommended):
Send customized proposal with neighbor comparison
Why: Lives 300ft from recent install (Patricia Anderson). Mentioned "my neighbor just got solar" at 8:15. Use neighbor case study + savings comparison.