Sales TechniquesGuide & workbook

Conversational Sales Automation for UK Small Businesses

A beginner-friendly UK guide and planning workbook for choosing, designing, testing and governing supervised sales and customer-service conversations across chat channels. Covers tool selection, conversation design, qualification, AI boundaries, CRM connections, measurement, UK PECR/GDPR considerations and proportionate security controls.

Pages
31
Words (approx.)
8,079
File size
730 KB
EXPLORE THE RESOURCE

Inside this resource

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

  1. 1. Choose a customer task before a channel or toolPage 4 ↗
  2. 2. Select the smallest responsible tool stackPage 7 ↗
  3. 3. Design a conversation people can finishPage 10 ↗
  4. 4. Qualify useful enquiries without interrogating peoplePage 14 ↗
  5. 5. Use AI only where rules are not enoughPage 17 ↗
  6. 6. Connect systems without losing controlPage 19 ↗
  7. 7. Measure the whole conversation, not vanity activityPage 21 ↗
  8. 8. Respect platform rules and UK marketing lawPage 24 ↗
  9. 9. Build privacy, security and governance into the flowPage 26 ↗
  10. 10. A four-week supervised launch planPage 28 ↗

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 ↗.