Use AI In Your Business Beyond Asking ChatGPT Random Stuff

Eliminate the need of complex surveys or asking for all of someone's personal information while still generating high-quality leads for your business.

We've turned what was traditionally a manual process into a user-friendly experience. Now, customers can remain mostly anonymous while still receiving personalized guidance while helping business owners filter out high-quality leads in the process.

Check out the video above to see how we applied it to the process of learning about estate planning.

This AI-driven system processes your answers and generates an email response, which can be used for all sorts of types of businesses. It can also help lower costs for paid advertisements as well.

0:00 Hey, this is Brian Murphy at Town Leads. I just want to show you something really cool that we just set up for a client.

0:08 This is leveraging chat GBT and AI to really simplify web forms, really increasing the opt-in run. A lot of people, when they're looking for information, they're looking to the skeptical buyers at least are looking to provide as little information as possible.

0:27 They'd rather go to Google, but with how Google is kind of inundated with ads now anyway, people are looking for different ways to obtain information.

0:34 People go to Reddit. I've heard the saying that a lot of people when they go to Google, they do how to something, how to do something or, or why is something done this way and then they also include the word Reddit.

0:46 So, just goes to show. How finding different ways to avoid using Google search is kinda commonplace now. So anyway, this is a website here.

0:59 It's just designed to give, provide free estate planning information. Disclaimer saying that, you know, at the end of the day, it is important to actually contact an estate planning attorney, but surprise, the whole goal of this web form is to actually see if they're interested in contacting an estate

1:16 planning attorney. So really simple stuff. The great thing about this is, hey. It's just two questions. The one question is, it's just like give a little blurb about yourself and your current situation.

1:29 And then provide your email. And the whole thing with the emails is, yeah, that's where, that's how you get your answer.

1:34 So just, you know, a couple things that they need to do. To note is marital status. If you have kids how much money you have like liquid assets and then maybe like your house when, where you live.

1:49 And this, these are probably the most important three. And then some bonuses are like. What do you plan? What do you want to do?

1:55 And then if you have any existing documents. Anyway, you write all that stuff out and I do have an example right here.

2:02 So this actually does, this is kind of indicative of, of my life over the last year or so. I'm single with half a million assets, recently have a will, but the person mentioned it passed away last year hoping to update my will, not sure if I need anything else.

2:17 I live in the state of Massachusetts. So this is actually the email that it sent back based on information it looks like you, you stand to update your will it's also considered some other estate planning documents power of attorney, healthcare proxy, living will mentions healthcare directive.

2:41 Also mentions the need of a trust because of the amount of assets I had said I have, and then I also mentioned because I'm in the state of Massachusetts.

2:53 So I believe it is calculate, taking into consideration the amount of assets that I have. The amount of money that, legally puts you forces you through the probate process if you do not have any, if you do not have a trust or a will in place, so it says, hey do you want to come into contact with a state

3:15 planning lawyer in your area? And then, you know, I responded, name an email, and it actually updates the contact information based on that, and it's just solely leveraging AI, so that's pretty cool.

3:30 I'll quickly run through that, so this is that survey, and then I'm really just taking chat GPT and I'm asking, hey can you provide a suggestion based on the information that they provided, uh, on a state planning.

3:49 I also asked chatGPT, hey, they also mentioned what state they live in. Can you update the state field? And this is something I think is really cool.

3:57 It saves a lot of time. A lot of alternatives are using email parsers. To search for stuff like that. But this really, this really maybe I'm bootstrapping it a bit here, but this is really cool.

4:10 Updates to the state and the contact field. And I'm waiting for a response to see if they're interested in a state planning service.

4:18 So, next up I ask for their name and phone number and again I'm leveraging chatgbt to extract their phone number and name and update those contacts fields.

4:28 So voila, I took a form that just asked for their email and some information about themselves. Nothing personal, you know, I mean, you can still remain anonymous by listing that stuff out and then providing some back context, e.g.

4:47 Name and phone number. So, pretty cool stuff, but I really just wanted to show you what you can do and what we do here with, you know, not just ChatGPT, but all sorts of other things, but this is kind of the latest hotness.

5:05 So, hope you enjoy.