Sales TechniquesGuide & workbook

Fix Your Sales Chatbot

A beginner-friendly UK SME guide for reviewing sales-chatbot conversations. It covers natural tone, clear next steps, value-led data capture, human handoffs, routine testing, simple segmentation, and lawful, restrained follow-up, with worksheets, an SOP, checklists and reviewed AI drafting prompts.

Pages
21
Words (approx.)
5,744
File size
672 KB
EXPLORE THE RESOURCE

Inside this resource

Selected sections from the PDF contents. Open any section to read it in context.

  1. 1. Mistake: sounding like a machinePage 5 ↗
  2. 2. Mistake: ending a useful chat with no next stepPage 7 ↗
  3. 3. Mistake: asking too much before giving valuePage 8 ↗
  4. 4. Mistake: leaving the chatbot to handle a conversation it should hand overPage 10 ↗
  5. 5. Mistake: launching once and never reviewing the flowPage 12 ↗
  6. 6. Mistake: treating every visitor as the same personPage 13 ↗
  7. 7. Mistake: following up with every silent conversation without a planPage 15 ↗
  8. Keep accounts, data and customer expectations safePage 16 ↗
  9. A practical 10-step improvement planPage 17 ↗
  10. Prompt pack for maintaining approved chatbot contentPage 18 ↗

Make it useful

  1. Start with the contents and choose the section relevant to your current challenge.
  2. Use the exercises and examples to build your own practical next steps.
  3. Review your plan with the right people and qualified advisers where appropriate.

Educational guidance, not a promise of results. Use your own judgement and seek appropriate professional advice.

Part of your practical toolkit

Responsible Conversational SalesUse bounded chatbot conversations to help customers and route enquiries without unsupported promises.
Turn the next page into a practical next step.Download free PDF

For selectable text and all pages, open the PDF ↗.