Set Up Voice AI (Phone System)

Configure AI phone agents that answer calls, qualify leads, and book appointments

Your Progress

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Overview

Voice AI is your premium offering. It answers phone calls with natural conversation, collects information, and can book appointments. This prevents lost revenue from missed calls.

Why This Matters

Voice AI commands higher prices because it directly prevents lost sales. Every call that goes to voicemail is a potential customer going to a competitor. This solves that problem completely.

Step-by-Step Checklist

Purchase or port phone number in GHL

Create Voice AI agent with business information

Configure call routing (when to forward to human)

Set up after-hours handling and voicemail

Train AI with conversation flows and FAQs

Test with multiple real calls before going live

Set up call recording and analytics for reporting

Action Items

Common Mistakes to Avoid

•Not testing enough before going live (AI gives bad info)
•Making call routing too complex (keep it simple)
•Not having a backup plan if AI fails
•Forgetting to set up voicemail transcription
•Not monitoring calls in the first week (catch issues early)

Interactive Tools

Email Deliverability Setup

Set up your email properly to avoid the spam folder

Critical Steps for Email Deliverability

Go to Settings → Email Services in your GHL sub-account
Connect your custom domain email (not Gmail/Yahoo)
Set up SPF, DKIM, and DMARC records in your DNS
Warm up your email (start with 10-20 emails/day, increase gradually)
Use a professional email signature with contact info
Never send mass emails to purchased lists
Always include an unsubscribe link
Keep your email list clean (remove bounces)

✅ Do This

• Use your business domain email
• Personalize every email
• Send from a real person's name
• Write conversational copy
• Test emails before sending

❌ Avoid This

• Using "no-reply@" email addresses
• ALL CAPS subject lines
• Too many links or images
• Spam trigger words (FREE, ACT NOW, etc.)
• Sending too many emails too fast

Email Template Generator

Generate custom email templates for your niche

Business Name

Niche

Your Name

Automated Drip Campaigns

Pre-built email sequences you can copy directly into GHL

Welcome Sequence (3 emails)

Onboard new leads and introduce your service

Day 1

Subject: Welcome to [Business Name]'s AI System!

Hi there,

Thanks for reaching out to [Business Name]! I'm [Your Name], and I wanted to personally welcome you.

You just experienced our new AI system - pretty cool, right? It ensures you get a response within seconds, 24/7.

Here's what happens next:
1. We'll review your inquiry within 1 business day
2. [Business Name] will reach out to schedule a time that works for you
3. You'll get the service you need, fast

Have questions? Just reply to this email or call us at [PHONE].

Best,
[Your Name]
[Business Name]

Day 3

Subject: Quick question about your garage door needs

Hi again,

Just wanted to follow up and make sure you got everything you needed from [Business Name].

If you haven't scheduled yet, no worries! We're here when you're ready.

Quick question: What's the best time to reach you?
- Morning (8am-12pm)
- Afternoon (12pm-5pm)  
- Evening (5pm-8pm)

Just reply with your preference and we'll make it happen.

Best,
[Your Name]
[Business Name]

Day 7

Subject: Still need help with your garage door?

Hi there,

I know life gets busy! Just wanted to check in one more time.

[Business Name] is here whenever you need us. We've helped hundreds of customers in [CITY] with:
- Same-day service
- Upfront pricing (no surprises)
- Licensed & insured technicians

Ready to schedule? Reply to this email or call [PHONE].

If now's not the right time, no problem - we'll be here when you need us!

Best,
[Your Name]
[Business Name]

💡 How to Set Up in GHL

Go to Automation → Workflows in your sub-account
Create a new workflow with a trigger (e.g., "Contact Created")
Add "Wait" actions between emails (e.g., Wait 3 days)
Add "Send Email" actions and paste the templates above
Replace [PLACEHOLDERS] with actual info (phone, address, etc.)
Test the workflow with a test contact first
Activate the workflow

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