Sales Representative Training Guide
NY & NJ Market
Selling
To add a potential client, simply click the button and fill out the form.
Types of Our Bots
Ai Consultant Bot - $79 per month
Trained only on your website content — the bot helps visitors find information on your site and answers questions based strictly on the content available there. It is ideal for small businesses or online stores that want to help customers quickly locate products and receive accurate information directly from the website. The bot is updated once per month to reflect any changes made to your site.
Ai Assistant Bot - $89 per month
Asks qualifying questions and sends you an email with detailed information about the client. The bot is manually configured and individually trained by our team for each specific business. It is fully customized to match your services, workflows, and communication style.
It automatically categorizes your inquiries — for example, distinguishing between new and existing clients, as well as urgent and non-urgent requests. If the bot identifies a potentially urgent situation, it can instantly send a private SMS or WhatsApp notification directly to the doctor or the responsible team member, ensuring fast response even outside regular office hours.
This solution is ideal for booking new client appointments — especially for dentists, lawyers, psychologists, and other service-based professionals.
Additional
SMS / WhatsApp notifications - $29 per month
If the bot detects that a potential client requires urgent assistance or immediate consultation, it will automatically send you a notification via WhatsApp or Telegram so you can respond as quickly as possible.
Monthly Analytics Report — $9 per month
Once per month, you will receive a detailed report with statistics on all client inquiries, including performance insights and analytics to help you understand user behavior and improve conversions.
Client Database Access — $19 per month
You will receive access to your personal dashboard, where all collected client data is securely stored. You can view, manage, and download your full client database at any time.
Sales Description
1. Product Overview
PeekClient is a website-installed patient response system designed for private clinics.
It automatically responds to inquiries 24/7, collects patient information, filters serious inquiries, sends urgent cases via SMS or WhatsApp, organizes all leads, reduces front desk workload, and increases booked appointments.
Important: You are not selling a chatbot. You are selling a patient conversion system.
2. Target Clients
• Private dental offices
• Small medical clinics
• MedSpas
• Pediatric clinics
• Physical therapy or chiropractic offices
• Ideal clinics
2. Target Clients
• Private dental offices
• Small medical clinics
• MedSpas
• Pediatric clinics
• Physical therapy or chiropractic offices
• Ideal clinics
3. Core Problem
Most clinics miss evening and weekend inquiries.
Patients expect instant responses and will contact multiple clinics.
The first clinic to respond usually wins the appointment.
4. In-Person Approach Script
Hi, I work with local clinics in NY and NJ. We help offices capture more new patients and
respond instantly to website inquiries — even after hours.
Quick question — who usually responds to new website inquiries in the evening?
5. Presenting the Solution
We install a simple system that answers instantly, collects patient details, and forwards urgent cases directly to you.
Would you be open to a quick 15-minute demo this week?
Your goal is to schedule a demo — not close on the spot.
6. Commission Structure
$100 + per clinic with Ai Consultant Bot
$300 + per clinic with Ai Assistant Bot
$450 + per clinic with Ai Assistant Bot Plus
Payment is issued after onboarding and first client payment.
No cap on earnings.
7. Handling Objections
We already have chat ® Most chats only send messages. Ours qualifies and forwards urgent cases.
We respond next day ® Patients contact multiple clinics. Speed wins.
We are too small ® Small clinics benefit the most.
8. Sales Mindset
• You are helping clinics stop losing patients.
• Be confident, clear, and simple.
• Problem ® Solution ® Demo.