Sales TechniquesEbook & planning worksheets

Sales Chatbot Playbook for UK Small Businesses

A UK-focused practical guide and implementation workbook for small-business owners and managers who want to build one helpful, human-supervised sales chatbot. It covers conversation mapping, channel choice, beginner-friendly rules-based flow setup, transparent copy, respectful qualification, PECR/UK GDPR considerations, security, handovers, measurement, CRM/AI boundaries, SOPs, a standalone launch checklist and usable worksheets.

Pages
24
Words (approx.)
6,290
File size
680 KB
EXPLORE THE RESOURCE

Inside this resource

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

  1. 1. Start with a useful, limited jobPage 4 ↗
  2. 2. Learn from your existing conversationPage 5 ↗
  3. 3. Choose one channel, then check the rulesPage 8 ↗
  4. 4. Write messages that help on a small screenPage 9 ↗
  5. 5. Ask only what you need, then route with carePage 12 ↗
  6. 6. SOP 1 — plan and approve your first rules-based flowPage 13 ↗
  7. 7. SOP 2 — build the first flow in a platformPage 14 ↗
  8. 8. Protect the people, accounts and informationPage 15 ↗
  9. 9. SOP 3 — operate handovers and stalled conversationsPage 17 ↗
  10. 10. Measure the journey, not vanity numbersPage 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.
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For selectable text and all pages, open the PDF ↗.