Sales Development, Done Right

Hello?

Hey, Lisa?

Yes.

Hey, how you doing? This is UP giving you a call on behalf of Fluence Al. Do you have a second? I’ll be brief.

Sure.

Awesome, thank you very much. Lisa, I’m actually giving you a call because Fluence is an Al call center platform. We deploy Al that handle full conversations, right, including the complex calls. “We replace both IVR and live agents.” I’m just wondering, are your agents handling the complex calls today or has Al taken those over?

No, they’re handling them.

Okay, that’s actually the most common setup we see, right? I mean, the complex are still about where the cost concentrates, agent labor, benefits, training, turnover. Fluent replaces that volume with Al agents that handle the same calls end-to-end at a fraction of a cost, right? I mean, I’d love to set you up on a 15-20 minute call with our CEO, Florent. He builds a working Al agent for your use on a live call, right? No deck, no pitch, just an Al handling your type of calls. Are you available later this week, Lisa?

Well, I’m actually— I’m really not in the market right now for that, and it’s just because we just did a major technology upgrade, and I’m going into my peak season, so I’m not really open to that. I have very limited resources, and I’m pretty much running any kind of project. So, I just don’t have the bandwidth right now, to be honest. And I’ll tell you, our— the reason why we’re doing live agents doing complex calls is because it’s— our business model is very complicated. I just— I mean, it’d be cool, I guess, but I just don’t see how that would work with our calls.

I mean, like I said, I know without any sort of compromise, right, I’d love to get you into that call for you to have us in mind for the future. Are you, are you available, let’s say, tomorrow at 11 AM?

Um, actually, what— let’s do something next. I just got-

Perfect. Yeah, uh, we could do next week, next week, uh, Tuesday, same time, same time, Tuesday, 11:00 AM.

Okay, sounds great.

Awesome, Lisa. Thank you very much. You have a good day already.

You too. Take care. Bye.

Hello? Hello, Huda?

Yep.

Hi, Huda, how are you? This is Valentina calling with BrightHive. Do you have
a quick minute, or am I catching you at a bad time?

Uh, yeah, if you can give me a call maybe, uh, tomorrow?

Yeah, tomorrow’s Saturday.

Um, sure.

Yeah, will you be in office? This is work-related. You are the director of data
engineering for Rocket, right?

Right, but what is this related to?

Yeah, well, as I mentioned, I’m with the company BrightHive. We are an Al platform where agents autonomously generate the pipeline code. We handle integrations, quality checks, and governance metadata so your engineers don’t have to do the repetitive tasks manually. We’re also HIPAA compliant and built for regulated environments. And Huda, I just had I got a quick question for you. When new pipeline work comes in, are your engineers writing the code or is something generating it for you?

Yeah, we are kind of like, you know, in the flex mode right now. Not everything is what engineers write it. So yeah, I think if this is about a new product, then maybe I would say not something that I’m looking into right now. There’s just a lot going on with the integrations and stuff.

I hear you. I hear you, Huda. Yeah, so you mentioned you are actually in the process
of implementing some tools to Right. I hear you, but engineers would still be writing a part of it with the tools. Yes. Yes.

I hear you.

Yeah, yeah. No, that makes sense, and that’s where most teams are.
Where BrightHive is a bit different is because we are not an automation tool.
We are a synthetic worker that generatively produces the code itself. So our agents handle the pipeline work, so you get production-grade output without adding headcount. And that way the team you do have can focus on the more strategic parts of the task. The reason I wanted to give you a quick call, Huda, because I know it’s out of the blue, but I wanted to see if we could schedule schedule a 15-minute with our founder, Susanne, for a quick demo of our platforms and answer any questions
you may have. So you are aware of the approach and can consider it whenever the time is right. Of course, I know I’m calling out of the blue right now, definitely not intend
to suggest to have it on the spot, but I wanted to see if we could set a time if right now is not a good time for maybe a couple weeks from now.

Yeah, if you can send me maybe some information or, you know, maybe a deck or somewhere where I can look up further on my official email address, then I think I’ll probably take a look there and then we can chat if that applies.

Yeah, I’m happy to send some information over, over with you. Um, would you be able
to confirm the right email to send that to?

Yeah, my first, uh, hudaanwar@rocketmortgage.com.

Perfect, perfect, Huda. Um, I’ll ask my team to, to set, to send it over. And would it be okay for us to set a time for maybe like a, maybe like 2 weeks from now, just so we can answer any questions that may pop up after you review the email? Of course, if after reviewing it you feel that there’s a need to cancel or reschedule closer to the day, we can definitely do it at all. It’s no compromise at all. Yeah.

So yes, definitely I would like to review it first. Right. You can, you can go ahead and set up probably 2 weeks. It’s kind of, my calendar is too crazy right now for next 2 weeks. Maybe put something on maybe like, let’s say 3 to 4 weeks. So I’II have some time reviewing it and then I can get back.

Perfect. Yeah, I can set it up for April 15th so you have ample time to do that.
You’re Eastern time, right?

Yeah.

Yeah. Is there a time that works best for you? I have the, the afternoon free on the 15th. We could do 3:15 PM.

Sure. Afternoon.

Perfect. Perfect. So I’ll send you the invite, that sensitive invite to your— to definitely send the deck with info so you can start looking at that as well prior to the meeting. Perfect.

Thank you.

Thank you for your time, and have a good rest of your day.

Thank you. You too.

Thank you. Bye-bye.

Hi, this is Chuck.

Hi, am I speaking with Chuck?

Yeah.

Hi, Chuck, this is Chris. I’m calling with Basis. I work with companies on their
energy tax credits. I know I’m calling you out of the blue here. Could I take like 10 seconds, let you know what I’m calling about, let me know if it’s relevant?

Sure.

Thank you, appreciate that. Um, as I mentioned, I represent Basis. We’re actually
a platform that is used for finding and purchasing energy tax credits. Since you’re
a tax director, so probably highly familiar with the Inflation Reduction Act, where companies can actually purchase the energy tax credit even if they’re not within
the sector, right? Overall, it reduces the tax liability. Out of curiosity, are you guys purchasing tax credits right now, or is that in the horizon for you guys?

It possibly is. We’re We just went through an IPO and we’ve been getting
more profitable over the last few years. So, um, it’s a, um, it’s a possibility.
Yeah. Um, it’s, it’s not, um, if it was up to me, just up to me, I’d probably do it.
But, um, um, it’s, it’s not a, you know, it’s something that’s got to go by the board
of directors and Yeah, who knows what they’ll say. So, so it’s something, literally
it’s something I’ve been starting to think about. But, um, but, um, yeah, it’s, um, I gotta get, you know, I gotta get it, I gotta get it, you know, to my boss and then he’s got to get it before the board of directors. So, um, yeah, so it’s one of the things I think about.
I’d like to, I may like to try, but, you know, so yeah, but, um, but, but I don’t, I don’t know for sure at this point if we can. Yeah

It’s one of those things that you don’t have the final say-so, which is totally understandable, and I appreciate you, uh, letting me know. Um, no, however,
if it’s not too much here on to throw on your plate, um, l would like to have a sit-down list to show you the case studies, and we can share some notes on things that we’ve been able to do for companies like yours. You can take that back as a piece of more solid info and things that we’ve been able to do, because our buying, it’s a lot lower than usually other brokers, and our savings are somewhere between like 5% and 12%, right? So essentially, we would love to sit down with you just 10 minutes, if that’s okay, 10 to 15 minutes, if that’s something that would work for you. We have availability this week, and I believe that we also have some availability next week.

Yeah, yeah, you can, my, I don’t have a lot of meetings, so you can pretty much schedule something, and then if I would let you know if it doesn’t work, but yeah, rather than me give you a bunch of times, yeah, you can just schedule something during the day, So I’m assuming this is a call. Yep.

What’s the best email for, for me to go ahead and shoot these over to you?

Okay. Charles.Fitzer. It’s F-I-T-Z-E-R. Yeah, you’ve probably got the spelling there. @lumexaimaging.com. So it’s L-U-M-E-X-A and then the word imaging.
I-I-M-A-G-I-N-G.

@?

Yep.

Already. I can set something up for either tomorrow, the availability I have tomorrow, um, Eastern Time. Are you— you’re Central Time, right?

Right.

I have something Central Time somewhere around 12:30 or 10:30.

Let me see, um, I’d say 10:30 work better.

Okay, I’ll set this up. I’ll shoot you an email right now, and then, yeah, you just confirm it, and we’ll go ahead and talk to you again, a quick little 10-minute meeting, so you can have that on hand and present it with more facts.

Cool. All right, sounds good.

Thank you very much for the time again, Charles. Have a great day.

Sure, no problem. You too. Thanks. Bye.