Welcome back! Today, we're diving into an incredible case study showcasing how Charlie AI has transformed the sales process for one of our clients, Stephen. If you're an entrepreneur looking to scale your business, this is a must-read!



Hi, I'm Steph Gates, and I've been collaborating with the Charlie AI team since May 2024. My experience has been nothing short of fantastic. I've interacted with several team members and even the founder, Iggy. The service has been premium, and the results have followed suit.
What sets this case study apart is the focus on real results rather than hype. Let's take a look at the actual numbers produced by Charlie AI in my account.
In our campaign, we provided Charlie AI with around 2,000 aged leads. The results were remarkable:
Response Rate: 27%
Leads Booked: 206
Time Saved: 315 hours in messaging
Payroll Savings: $6,300
Charlie AI managed to engage these leads, which had previously gone cold, and turned them into potential sales. This activation has led to several thousand dollars in closed deals.
Additionally, we provided Charlie with 2,600 inbound leads. The performance was astounding:
Response Rate: 54%
Calls Booked: 526
Time Saved: 1,427 hours
Payroll Savings: $28,000
Lead to Book Ratio: 19%
These statistics are not just numbers; they represent the effectiveness of using Charlie AI in our sales strategy.
To achieve these results, we implemented a three-phase accelerator process:
During pre-launch, we role-played with Charlie AI, providing feedback to refine its approach. This training ensured that Charlie was well-prepared to engage leads effectively.
The launch phase consists of three steps: audience verification, message optimization, and conversion optimization. This ensures that Charlie is targeting the right audience and delivering the best possible messages.
After we launched, we constantly monitored the quality of the calls coming from Charlie AI. This ongoing feedback loop allowed us to refine our strategy continually.
In the last week alone, Charlie AI achieved:
Leads Scheduled: 53
Response Rate: 52%
Response to CTA: 31%
Time Saved: 134 hours
Payroll Savings: $2,680
With these results, I can confidently say that I have 10x my investment in Charlie AI due to the high volume of quality leads being booked for appointments.
Charlie AI is not just another tool; it’s a game-changer. Once trained, it adapts to your sales process and operates 24/7 without needing breaks or raises. It’s designed to answer questions and engage prospects effectively.
So, if you're ready to revolutionize your sales process and engage more prospects, I highly recommend checking out Charlie AI. Click the request a demo button to see how we can help you scale your business with AI!

Charlie AI has helped 300+ Business Sales teams with conversational AI.

John was facing challenges scaling his business due to the complexities of managing appointment setters and the influx of leads he was generating.

Charlie Talks is truly impressive! From answering questions with precision to adding emotive inflections to stories.
⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Gym Owner

With Charlie, I have full control over the messages and responses, and it has made a significant difference in my business.
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