Generating Proposal Stories for New Sales Reps with Sensei AI

Tools to Use

• File Analysis Assistant
• Sensei AI - Real Estate

Using AI to Turn Property Specs into Proposal Stories

"Good sunlight, 5-minute walk from the station, plenty of storage..." Have you ever experienced a lukewarm reaction from a client because you were stuck just giving a textbook explanation of a property? For inexperienced sales representatives in particular, it can be difficult to convey the charm of a property in a way that resonates with each individual customer.

In this article, we’ll show you two steps to use AI as a "Digital OJT (*1)" coach. You'll learn how to analyze property data and customer information to generate a "Proposal Story" that helps clients vividly imagine their future life.

*1 OJT: On-the-Job Training. Practical training provided at the actual workplace.

Specific Steps

Step 1: Use AI to Analyze Scattered Information and Extract the "Core" of Your Proposal

▶︎ File Analysis Assistant

First, input the property’s highlights and the customer’s information into the AI. Let it objectively organize the core points of your proposal. The AI can cross-analyze multiple documents in different formats—such as property summaries and customer hearing sheets—to extract the "skeleton" of your proposal.

⚠️ [Important] Handling Personal Information
Before uploading files to the AI, be sure to delete or replace personal information such as the customer's name, address, phone number, and email address with dummy data.

Once the files are uploaded, give the AI specific instructions on what to analyze.

This analysis will result in a clear outline of proposals based on objective data.

Step 2: Drawing the "Future Lifestyle" with AI Based on Analysis Results

▶︎ Sensei AI - Real Estate

Next, take the "Proposal Core" generated in Step 1 and use "Sensei AI - Real Estate," which is specialized for the real estate industry, to create a specific proposal story.

Copy and paste the text generated by the File Analysis Assistant and provide specific instructions on what kind of story you want. Specifying scenes like "weekdays" and "weekends" or identifying "family members" will result in a more vivid story.

Furthermore, you can even generate talk scripts so that even a rookie salesperson can speak smoothly.

Results Achieved Through This Approach

• Eliminating Reliance on Individual Skills and Standardizing Proposal Quality:
  By using AI-generated stories as a foundation, even inexperienced newcomers can consistently provide high-quality proposals that empathize with the customer's emotions, raising the level of the entire team.
• Improving Customer Experience Value:
  Instead of listing property specs, proposing each customer's future "lifestyle" as a story creates deep empathy and satisfaction, significantly increasing customer delight.
• Streamlining New Hire Education and Increasing Contract Rates:
  This shortens OJT time, allowing new reps to become effective team members sooner. As a result, it encourages smoother decision-making after viewings and leads directly to higher contract rates.

Target Metrics After 6 Months

KGI:

• Contract rate from viewings for new sales reps: 10% increase

KPI:

• "Proposal Satisfaction" score in customer surveys: 20% increase
• Average negotiation time: 15% reduction

For more use cases and the latest information, visit the mitsumonoAI blog site.

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