2-4X Your Call Bookings and Revenue on Autopilot without Additional Ad Spend or Sales Team Members
Lead Management as a Service;
Harnessing AI Sales Systems to Maximize Your Profits and Streamline Growth
💰You paid good money for your leads💰
make sure
you OPTIMIZE EVERY LAST ONE
Contact ALL of your leads instantly when they opt-in; 24/7/365/after hours/on the weekends/during holidays - no days off.
“Speed to lead” is critical - first biz to the prospect wins. 78% of customers buy from the company that responds to their inquiry first. Also there is a 391% increase in lead conversions when a company responds within 60 secs.
Qualify and score 100%
of your opt-in leads with 100% accuracy.
Only book those leads who are ready to purchase soon. Forecast your pipeline and predict likelihood to purchase.
Stop talking to tire-kickers, time-wasters and info-seekers that drain your energy and clog your sales team calendars.
Retarget your 14 - 60 day pipeline with precisely scheduled and consistent touch-points.
“The fortune is in the follow-up”; the average sale often requires 15 touchpoints
(8 of those typically being follow-ups - most businesses only attempt three).
80% of sales are made between the 5th and 12th touchpoint.
Reactivate your dormant leads at scale to generate cash from the leads you already paid for months ago.
SMS has a 98% open rate and a 5x higher engagement compared to traditional methods.
“No” often just means “not now”; reinvigorate your leads with new hooks, new looks, new offers, new calls to action, incentives, discounts, new information, rebates…
Up-sell or cross-sell prospects in real time - add additional revenue when your prospect is in the buying pocket.
Statistics show that upselling to an existing customer has a success rate of 60-70%, compared to just 5-20% when selling to a new customer. This means that once a customer is in the "buying pocket," they are much more receptive to additional offers.
Furthermore, upselling can increase revenue by 10-30% on average, and businesses that implement effective upselling strategies see a 20% increase in customer lifetime value and average order volume.
Instantly route your leads to the appropriate department in seconds to reduce friction and increase the user experience and customer experience of your brand.
67% of customers prefer to interact with a chat agent for instant responses, highlighting the importance of using AI tools to engage potential clients immediately.
Contact ALL anonymous and “ghosting” visitors to your website instantly on auto pilot.
Proactively contact clients with high intent when they are shopping for a solution but who didn’t engage in your website for whatever reason. Maximize your website leads and traffic.
📈 nET EFFECTS: 📈
✅ Increase in qualified appointments = increase in conversions = increase in profits.
✅ Increase in ROAS - return on your ad spend (no new spend) = increase in profits.
✅ Maximizing the return on your marketing budget = increase in profits.
✅ Reducing the commissions paid to B/SDR’s = increase in profits.
✅ Reducing the payroll expense for B/SDR’s = increase in profits.
✅ Reducing your time hiring, firing, training, managing and developing SDR reps = increase in profits (and sanity).
LEVERAGING AUTOMATION
for consistent, immediate engagement and follow-up
ensures that no lead is left unattended, maximizing revenue potential
from every contact point
4 types
of
conversational AI agents:
Appointment Setter Agent
Instantly engages new leads with real-time conversations to qualify and book appointments in real time.
Retargeting
Agent
Re-engages
current sales pipeline with tailored messaging to incentivize
more closing opportunities.
Reactivation
Agent
Reactivates
dormant leads and get them
back on
the phone
with your sales team.
CS/
Receptionist Agent
Provides seamless Conversational SMS or Voice customer experiences. Increase UX of brand.
ABOUT
adoptly.ai is a Managed AI as a Service and Strategic Growth Partner that helps SMBs increase their profitability by leveraging the power of AI, automations and software.
Our primary focus is increasing the effectiveness, efficiency and profitability of your Revenue Operations from opt-in to conversion. We accomplish this by deploying tactical AI agents and automations into your current market campaigns to drive revenue and reduce costs.
Strategic Partnerships with Managed AI
Continuous Optimization
Choosing a managed AI provider like adoptly.ai means more than just implementing AI tools—it’s about forming a strategic partnership that evolves with your business. As your business grows, your AI systems adapt, providing ongoing value through data analysis and performance tweaks.
Customization and Strategy
Instead of one-size-fits-all solutions, adoptly.ai offers highly customized AI agents that go beyond lead qualification. These agents act as predictive sales advisors, providing insights on market trends, customer behavior, and identifying the best conversion opportunities.
Why Managed AI?
While AI tools continue to proliferate the marketplace, our clients still prefer managed AI solutions.
⬇️ Here is why: ⬇️
Resource Limitations
Building and maintaining AI systems internally requires ongoing attention, including refinement, testing, and data management. With limited resources, SMBs often find that managing these systems in-house pulls focus away from core business activities.
Expertise and Efficiency
Managing AI effectively takes specialized skills to avoid costly mistakes and long learning curves. Managed AI services ensure quick optimization, troubleshooting, and scalability without the risk, allowing businesses to focus on growth, not technology headaches.
Niche
Specialization
Managed AI providers like adoptly.ai tailor solutions to specific industries, delivering finely-tuned systems that solve unique challenges.
This level of precision is hard to achieve with DIY solutions, especially for businesses outside of tech-heavy sectors.
Scalability Made Simple
Scaling AI across channels or incorporating advanced personalization can overwhelm SMBs. Managed AI services provide seamless scalability, integrating your businesses' AI strategy without the complexity or high costs of doing it in-house.
In short, managed AI allows businesses to leverage the power of AI without investing heavily in infrastructure or technical expertise, keeping systems running optimally and results flowing.
lEADERSHIP
Celia Faye Meisel
(Cofounder) COO & Head of Client Success
Celia is a 4th-generation businesswoman and career entrepreneur.
She has been instrumental in driving over $13.4 million in high-end program sales for businesses.
Celia's expertise spans across supporting multi-six and seven-figure companies, taking on roles from sales leadership and team training to direct sales and consulting.
Her unique ability to see the details and execute projects efficiently has made her a sought-after operator for businesses looking to scale.
When she’s not working, Celia enjoys exploring National Parks with her husband, indulging in hiking, camping, and kayaking adventures.
Jason Humphries
(Cofounder) CRO & Head of Strategy
Jason has spent the last decade dedicated to understanding revenue operations, marketing channels and sales processes within the digital landscape. Jason brings a keen understanding of what is currently working in GTM strategy, sales process, channel marketing, lead generation, advertising and client acquisition for SMB’s.
Jason is driven by a vision to transform the way businesses approach growth, emphasizing the importance of innovation around client insight, the customer journey and efficient sales conversion processes.
Jason is based in Los Angeles but can often be found leveraging AI tools so he can travel and work remotely.
MISSION
Help 1000 businesses achieve more with less; increase profits whilst reducing costs and payroll.
To create leaner and more agile teams that can weather any future economic disruptions.
Transform the way people work; reduce mundane tasks, shifting focus to more valuable activities, thus increasing work output and satisfaction.
VALUES:
Client results are our GPS coordinate
Client results are our GPS coordinate
Manage client resources and projects cost-effectively
Data drives decision-making; quantify and measure everything
Relationships > Money
TESTIMONIALS
john robinson
Mr Roofer
RJ
Credit Champs
Michael greco
Greco Mortgage
CASE STUDIES
Pond Aeration
Business Name: Vanguard Water Creations
Customer Name: James Pye
Location: Thompson, Ohio; Wadmalaw Island, South Carolina
Website: https://vanguardwatercreations.com/
Case Notes:
🔸James came to us looking for a way to automate his lead handling. He was responsible for fulfilling orders, doing customer service, taking sales calls, and beyond... and he personally responded to every lead inquiry that came inbound on top of it all.
🔸He needed a way to take lead inquiries off his plate, and that's exactly what we built him.
🔸James runs massive Meta Ad campaigns, advertising his high ticket pond aeration and lighting systems that can run into the thousands of dollars each.
🔸His two main goals were to disqualify everyone who wasn't a good fit, so he wouldn't waste his time, as well as to automate all qualification, appointment booking, and Q&A.
🔸He wanted to ensure that in particular he wasn't wasting time on tire kickers (not everyone can afford his high ticket pricing) or those who didn't own ponds/lakes (his company doesn't work with swimming pools, which is what many leads want).
🔸As of July 2024, the AI system has now handled 8,100 leads total (starting in April, 2024), qualifying and disqualifying them, and booking 201 highly-qualified appointments.
🔸He is setting new weekly/monthly revenue records from these appointments, and is now securing 80+ highly-qualified appointments every month (about 4 per work day who he can sell high-ticket items to).
Limo Rental
Business Name: Elite Car Service
Customer Name: James Williams
Location: Jacksonville, Florida
Website: https://www.ecsjaxfl.com/
Case Notes:
🔸James came to us looking for a way to automate his customer communication. It was especially important because all of his team members are also drivers. Their "speed to lead" was lacking, while they were on the road.
🔸Since implementing our system, he has solved his speed to lead problem, automating communication with customers around the clock. He now easily handles all booking requests while driving, sleeping, and on nights, weekends, etc.
🔸After starting with us, he has since 3x'd his monthly revenue. He attributes that directly to automating his communication and launching various automated campaigns with Momentum AI.
🔸He was also able to buy a new limo for his fleet within 3 months of working with us.
Teeth Whitening
Business Name: DaVinci Teeth Whitening
Customer Name: Amos Harp III
Location: Ft. Myers, Florida
Website: https://teethwhiteningswfl.com/
Case Notes:
🔸Amos came to us in Q2, 2024, looking for a way to automate communication with his leads, while he was busy actually delivering the teeth whitening service himself.
🔸Additionally, he was in the process of shutting down his second location, due to a lack of demand. Any solution we could provide him needed to help him secure enough extra revenue, so he could jumpstart lead generation again, stabilize, and then look towards the future.
🔸He had a database of 600 warm and cold leads and wanted to reactivate them first.
The AI booked him 49 appointments, almost all coming from the 600 lead database, representing a ~7.5% reactivation rate (exceptional) from old leads.
🔸Using the revenue he earned from that initial campaign, we're now helping him launch Google Ads to restart lead generation, as of Q3, 2024.
🔸His goal is to reboot the business from these next paid ad campaigns, rely upon AI to handle his appointment booking, and look towards expansion once again.
Frequently Asked Questions
What do adoptly.ai's Chat AI systems do?
🔸Our Chat AI systems respond to leads instantly, 24/7.
🔸They qualify and disqualify leads, handle questions and objections, send contracts, URLs, and payment links, and book appointments conversationally.
🔸Custom actions and alerts can be set up based on your specific needs.
Which channels do the Chat AI systems respond on?
🔸SMS: Ideal for leads from paid ads.
🔸SMS (Keywords): Customers can text a keyword to trigger the AI.
🔸Facebook/Instagram DMs & Comments (business accounts).
🔸WhatsApp (business accounts).
🔸LiveChat on websites + website form submissions (via SMS).
🔸Missed calls (via SMS): The AI texts the lead back.
🔸QR codes or other physical marketing (via SMS).
🔸Email: Not often recommended due to higher lead drop-off rates.
How quickly does the AI respond to leads?
🔸The AI responds within 9-17 seconds, depending on conversation volume and the complexity of your knowledge base.
How customizable are the AI systems?
🔸The system is fully customizable. We configure the AI based on your business’s specific needs, including building a knowledge base, setting up qualifying questions, and managing appointment calendars.
Do leads know they’re talking to an AI?
🔸It’s entirely up to you! Some businesses disclose that they’re using AI, while others do not. The AI can be configured to seem more "human-like" by breaking up messages, delaying responses, or even making intentional typos.
Can the AI integrate with my CRM or other tools?
🔸Yes, we build on GoHighLevel (GHL) and provide a free sub-account. The AI system can also integrate with platforms like Zapier, Pabbly, and Make.com, allowing connections to thousands of third-party tools.
What happens after I sign up?
🔸After signing up, you’ll fill out an onboarding form, and we’ll meet with you for a Product Session to review your needs. We’ll build your AI and set up all necessary tech integrations (calendars, emails, phones).
🔸After your Training & Launch Session, your team will test the AI and provide feedback, which we’ll use to make any necessary adjustments.
How do the appointment bookings work?
🔸The AI sets up a round-robin calendar by default, booking appointments for your team based on availability. You can add as many team members as needed, and each person can integrate their Google or Outlook calendar for availability. Custom calendar setups can also be accommodated upon request.
🔸Calendar appointment reminders can be automated to go out 3 days, 2 days, 24 hrs, 1 hr, and 10 mins before the appointment.
How do I provide feedback or report issues?
🔸Feedback and support tickets can be submitted through our custom ticketing system within GoHighLevel.
🔸Urgent issues are addressed the same day.
🔸Non-urgent issues, like updates to the knowledge base, are typically resolved within 2-3 business days.
What type of support is included?
🔸Post-launch, we offer unlimited support, which includes:
▪️ Fixing incorrect AI responses.
▪️ Adding new information to the AI’s knowledge base.
▪️ Troubleshooting bugs or glitches.
▪️ Complimentary feature upgrades as they’re released.
🔸 For larger adjustments like system rebuilds, additional fees may apply after the first 30 days.
How do the AI systems handle high volumes of conversations?
🔸Our Chat AI systems are built to handle high volumes efficiently. Even during peak times, response times remain within the 9-17 second window. If you have a particularly large knowledge base, response times may vary slightly.
Can the AI system be updated or modified after launch?
🔸Yes, we continuously improve the AI system based on your feedback and new functionality releases. While minor updates are handled free of charge, significant rebuilds or changes to your AI setup may incur a setup fee.
What kind of AI models are used?
🔸We use OpenAI’s GPT-4 Turbo and Anthropic’s Claude Opus to ensure high reliability and minimal downtime. If one system experiences issues, the other will typically still function.
Can the AI system utilize third-party APIs?
🔸Generally, no. Third-party API integrations can be complex and aren’t always reliable. We focus on simple, effective solutions for the best results. However, GoHighLevel does offer robust integrations with tools like Zapier and Pabbly, which allow for a wide range of third-party connections.
Will customers’ systems be updated over time?
🔸Yes, we’ll update your system as new AI models and features are released. We prioritize updates that significantly improve performance while maintaining stability, so your AI evolves without disrupting your operations.
Can the AI handle multiple languages?
🔸Yes, our AI can be configured to support multiple languages. Let us know your language requirements during onboarding, and we’ll tailor the system to meet your specific needs.
How scalable is the AI system?
🔸Our AI systems are built to scale with your business. Whether you handle a few leads or thousands, the system can adapt to your needs, ensuring performance and efficiency at every stage.
How can I monitor the AI’s performance?
🔸You can track key metrics such as lead response times, appointment bookings, and conversation quality via GoHighLevel. We provide reporting tools and dashboards for real-time performance insights.
What happens if the AI isn’t performing well with my leads?
🔸If you find that the AI is not responding appropriately or needs improvement, you can provide feedback through our ticketing system. We’ll make the necessary adjustments based on your feedback and lead interactions.
What security measures are in place to protect my data?
🔸Our systems are built on GoHighLevel, which follows industry-standard security practices to protect your data. Additionally, our AI systems are designed with data privacy in mind, adhering to all relevant regulations.