In this ai automation tutorial, I’ll show you how to convert more leads into revenue with an AI-powered quote form that saves time and keeps your customer communication professional.
I walk you through creating a request-a-quote form, setting up AI automation, and adding an approval process to ensure quality. Perfect for business owners or agencies looking to streamline lead generation without coding!
Links Mentioned:
SureForms: Install directly on your site
OttoKit: https://ottokit.com
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ZipWP: https://zipwp.com
Workflow Template: https://app.ottokit.com/workflow/share/76f134a4-563e-4778-a3a5-c382310a1a19
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Timestamps
0:00 Intro
I explain why AI can be tricky for customer communication and introduce the solution.
0:33 Live Demo
I show a sample quote form and how it works on a website.
1:21 Automation Overview
I walk through the AI automation process.
2:21 Email Review
I show the email sent to the business owner for approval.
3:07 Email Customization
I explain how to edit and approve the AI-generated email.
5:47 Tools Setup
6:32 Website Creation
I build a quick website using ZipWP’s AI builder.
8:14 Form Creation
I create a request-a-quote form.
11:17 OttoKit Setup
I connect OttoKit for automation and explain human-in-the-loop.
14:06 Automation Steps
I detail the automation workflow, including triggers and actions.
16:55 AI Configuration
I configure Open AI to filter spam and summarize requests.
19:20 Subject Line
I set up AI to write the email subject line.
22:25 Email Body
I configure AI to write a friendly, professional email body.
25:56 Booking Form
I add a booking form for scheduling.
27:25 Approval Setup
I configure the human-in-the-loop approval process.
29:44 Final Email
I show the final email sent to the prospect.
31:42 Recap
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All of the opinions expressed in this video are my own, I was not paid to make this video. Whenever there is a link in any of my videos, if there is a referral program available, please assume that you are clicking on a referral link.
