Welcome to The Autopreneur's Playbook. Each week, we share game-changing playbooks to streamline your workday and supercharge your productivity.

Today's playbook will help you automate lead engagement, qualification, and scheduling effortlessly.

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Why This Playbook Matters

You’re losing deals you don’t even know about.

Every missed follow-up, delayed response, or unqualified lead is a lost opportunity. Traditional sales processes demand hours of manual work—AI changes that.

With Jotform AI Sales Agents, you can:

✅ Engage leads 24/7 – Never miss an opportunity.

✅ Qualify prospects instantly – Focus on serious buyers.

✅ Automate scheduling – Close deals faster.

Let’s build one. 🚀

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Step 1: Create Your AI Sales Agent

Objective: Set up an AI-powered assistant that engages leads and qualifies prospects automatically.

1. Go to Jotform AI Agents​

2. Click "Create Agent" → “Use template” → "AI Sales Agent"

3. Customize your agent’s branding, chat colors, and logo.

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🚀 Outcome: Your AI sales assistant is live and ready to engage leads.
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Step 2: Train Your AI Agent on Your Business

Objective: Ensure the AI agent responds intelligently based on your business needs.

1. Define the AI Persona to match your brand’s tone.

2. Upload your Knowledge Base (pricing, services, FAQs).

3. Set specific workflows and actions (e.g., sending emails, scheduling calls).

Integrate with your existing tools (CRM, email, calendars).

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💡 Pro Tip: Train your AI using real customer interactions for better responses.

🚀 Outcome: The AI agent speaks your language and understands your business.

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Step 3: Automate Meeting Scheduling

Objective: Allow leads to book sales calls automatically.

1. Go to the "Tools" section in the Training Menu

2. Connect Google Calendar with Jotform AI Agents.

3. Configure triggers (e.g., when a lead requests a meeting).

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💡 Pro Tip: Add a “Book a Call” button to your chatbot for instant scheduling.

🚀 Outcome: No more manual scheduling—AI handles it for you.

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Step 4: Test & Refine the AI Agent​
Objective: Ensure the AI provides clear, human-like responses.

1. Ask your AI agent common customer questions (e.g., “What’s your pricing?”).

2. Test lead qualification (e.g., “Do you work with startups?”).

3. Simulate different customer personas to refine responses.

🚀 Outcome: A smart, conversational AI that converts leads naturally.

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​Step 5: Deploy & Automate Sales​
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Objective: Activate your AI assistant across multiple channels.

1. Deploy on your website, chatbot, WhatsApp, or Messenger.

2. Enable phone call and text handling for full automation.
3. Set up automated follow-ups and reminders.

🚀 Outcome: Sales automation that works while you sleep.

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Final Thoughts: Sales on Autopilot

✅ Instant Lead Response – No more cold leads.

✅ Seamless Integrations – No manual data entry.

✅ Smart Qualification – Focus on high-value prospects.

✅ Fully Automated Follow-Ups – Stay top of mind effortlessly.

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With Jotform AI Agents, your sales pipeline works 24/7, capturing and converting leads while you focus on closing deals.

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If you want me to create a workflow for you, reply to this email or fill this form .