Introducing the Merit Investment Bank Custom Digital Agent!
Introducing the Merit Investment Bank Custom Digital Agent!
AVA STRATTON
Custom Voice AI AGENT
MERIT INVESTMENT BANK
Engage Merit Investment Bank's existing HubSpot prospects with professional outbound calls
Qualify buy-side and sell-side interest based on Merit's M&A criteria.
Book appointments directly with Merit's managing directors through Outlook.
Automate follow-up outreach, including valuation emails and call summaries.
Log all call data, transcripts, and outcomes into HubSpot for accurate reporting
TRAINING YOUR CUSTOM AGENT
STEPS TO CALL & TEST YOUR CUSTOM AI VOICE AGENT
Please allocate 15 minutes for this Initial training session. Your first objective will be to evaluate the agent’s functionality. This is Version 1.. It will NOT be perfect. We will continue refining your agent together.
1️⃣ Review the Training Protocol
Before beginning, open and review the Training Protocol Document below. You will need to have this pulled up during your call so you can update with your feedback. You can also leave verbal feedback at the end of the call recording as well.
2️⃣ Launch Your Test Call
Below, provide your full Name, Email, and Phone Number to initiate your training call.
3️⃣ Complete Your Feedback
After completing the call please ensure the feedback document is populated then hit the SUMBIT button on the form. The more you provide the better!
Fill out the Form Below to begin your training!
NOTE :
"To receive an inbound call via your browser, please complete the form above and click the "Begin" button. Alteranatively, you may contact agent directly at +1 (253) 600 3434
Fill out the Form Below to begin your training!
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