Kalalou Hero

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INBOUND SYSTEM

Brian takes all the calls while your team focus on adding more clients

Current inbound call volume (approximately):
How many inbound calls do you receive per month?

500-1,000 1,000-1,500 1,500-2,500 2,500+ Not sure (we'll help you track this)

If you have data, exact number:

Caller breakdown (estimate %):
Who is calling us at Kalalou

Caller Type	Percentage
Existing customers
New prospects
Vendors/suppliers
Other

What are customers calling about?

Call Type	High volume	Occasional	Rarely/never
Product information/specifications
Pricing inquiries
Order status/tracking
Inventory availability ("Do you have X in stock?")
Account questions (login, payment terms, etc.)
New customer inquiry (requesting catalog)
Placing an order
Returns/complaints/issues
Shipping information
Other:

Information requirements:
What percentage of calls can be answered with general product knowledge (no customer-specific data needed)?
Example: "What materials is this basket made from?" vs. "What's the status of MY order?"

0-25% (most calls need account lookup) 25-50% 50-75% 75-100% (most are general questions)

Customer-specific lookups:
What percentage of calls require looking up customer-specific information (order history, account status, tracking, etc.)?

0-25% 25-50% 50-75% 75-100%

Order taking - should Brian handle this?
What level of order-taking capability do you need?

Capability	✅	⭐	❌
Take simple repeat orders (customer knows item numbers)
Take new orders (customer browsing, asking questions)
Collect order details and email to sales team
Don't take orders at all (transfer to sales)

Your preferred approach:

Inventory checking:
Should Brian be able to check real-time inventory/stock levels?

✅ MUST-HAVE - Customers ask this constantly, critical feature ⭐ NICE-TO-HAVE - Would be helpful but not critical ❌ NOT NEEDED - We'll handle this manually/transfer to team

Order status lookup:
Should Brian be able to look up order status and tracking information?

✅ MUST-HAVE - Very common question, need this ⭐ NICE-TO-HAVE - Would reduce call transfers ❌ NOT NEEDED - Transfer these calls to our team

What abilities would you want Brian to have?

System Integration	✅	⭐	❌
Read customer data (account info, contact details)
Read order history (past purchases, dates)
Check inventory levels (real-time stock)
Create new orders (AI places order in system)
Product catalog/information
Pricing information (wholesale tiers)
Email system - Send confirmations/follow-ups
Calendar system - Schedule callbacks (Google/Outlook)
Other:

Legend:
✅ = Must-Have (critical for system to work)
⭐ = Nice-to-Have (valuable but not essential)
❌ = Not Needed (skip this integration)

Call recordings:
Do you want recordings of customer calls?

Yes, record all calls Only record calls that transfer to humans Only record flagged calls (complaints, issues) No recordings (just AI-generated summaries/transcripts)

Storage preference:

Store recordings for 30 days Store recordings for 90 days Store recordings for 1 year Other

Special requirements:
Any special requirements, concerns, or considerations we should know about?

Questions for us:
Any questions about the inbound AI system you'd like us to address on our call?

OUTBOUND AI SYSTEM – LET'S UNLOCK LEVERAGE!

Primary objective:
What's the main goal of outbound calling? (Select all that apply)

Book meetings with sales team for new prospects Send catalogs to engaged prospects Maintain relationships with existing customers Reactivate dormant customers (haven't ordered in 6+ months)

Target call volume:
How many outbound calls per month do you want Brian to make?
(Give us a number to start, we can always scale this)

100-300 calls/month 300-500 calls/month 500-1,000 calls/month 1,000-2,000 calls/month 2,000+ calls/month Start small and scale based on results

Target number (if you have one):

Current outbound activity:
How many outbound calls does your team currently make per month?

0-100 (very little outbound) 100-300 300-500 500-1,000 We don't do systematic outbound calling currently

Who should Brian call?
Mark which groups you want to target:

Target Audience	Call Them?	Est. Volume/Month
New prospects (from Lead Gen System we make)	✅ ⭐ ❌
Existing customers (relationship check-ins)	✅ ⭐ ❌
Dormant customers (no order in 6+ months)	✅ ⭐ ❌
Trade show leads	✅ ⭐ ❌
Referrals	✅ ⭐ ❌
Other:	✅ ⭐ ❌

Calling strategy:
Which prospects should Brian call?

Only warm leads - opened email, clicked link, or engaged with content All prospects in database - relationship maintenance approach Mixed approach - warm leads only for new prospects, all existing customers Let's discuss compliance and best approach on our call

What counts as a successful call?
What's your primary desired outcome? (Pick ONE)

A. Customer agrees to receive catalog (email or mail) B. Customer books a meeting with your sales team C. Customer places an order on the spot D. Customer provides feedback/information (qualifying) E. Other:

When customer asks to transfer call, how should Brian distribute?
(In our meeting Doug wanted to do round robin, where anyone available can pick the call)

Distribution method:

Round-robin (distribute evenly across team) All meetings to one person: Based on geography/territory Based on prospect type (new vs. existing) AI doesn't book meetings (just collects information)

Voicemail handling:
What should Brian do if it reaches voicemail?

Option A: Leave a brief message with callback number Option B: Hang up and send follow-up email instead Option C: Hang up and retry later (2-3 attempts max) Option D: Combination approach (specify): Option E: Other:

Additional notes:
Anything else we should know about your outbound calling strategy?

KALALOU AI LEVERAGE

INBOUND SYSTEM

OUTBOUND AI SYSTEM – LET'S UNLOCK LEVERAGE!

LEAD GENERATION SYSTEM - THE VERY HEART OF OUTBOUND!

We Got Your Submission

Welcome

KALALOU AI LEVERAGE

INBOUND SYSTEM

OUTBOUND AI SYSTEM – LET'S UNLOCK LEVERAGE!

LEAD GENERATION SYSTEM - THE VERY HEART OF OUTBOUND!

We Got Your Submission