Meet Cleo: Your Personal AI Assistant at CloseDaily
Cleo is your friendly AI assistant built right into CloseDaily to help you stay on top of your real estate prospecting and training. Accessible from any page, Cleo is designed to be like a helpful teammate who’s just a click away, ready to support your daily tasks and boost your productivity.
What Can Cleo Help You With?
Cleo is packed with features to make your workflow smoother and more efficient. Here’s how Cleo can assist you:
- Add or update leads in your CRM: Quickly input new contacts or update existing lead details without leaving your current page.
- Check your follow-ups and pipeline: Get a snapshot of your upcoming follow-ups or an overview of your sales pipeline anytime you need it.
- Write blog posts, emails, and captions: Need content? Cleo can draft engaging blog posts, emails, or social media captions tailored for your audience.
- Coach you on cold calling and objections: Practice your cold calling scripts or get tips on handling objections effectively with Cleo’s coaching features.
- Tell you what you should be doing right now: Feeling overwhelmed? Ask Cleo for personalized guidance on your next best action to keep your momentum going.
How to Access Cleo
Accessing Cleo is easy and seamless. Just look for the floating avatar button located in the bottom-right corner of your screen on any CloseDaily page.
Click the button, and Cleo will pop up, ready to assist you instantly.
Quick Action Buttons
To help you get started faster, Cleo offers several handy quick action buttons:
- What should I do now? – Get a prioritized to-do list based on your current goals and tasks.
- My follow-ups – View and manage your upcoming follow-up activities.
- Pipeline overview – See a summary of your active deals and where they stand.
- Write a blog post – Let Cleo help you create engaging content for your audience.
- Objection handlers – Access smart tips and scripts to overcome common sales objections.
Using Cleo on Mobile
On mobile devices, Cleo remains just as accessible and user-friendly. The floating avatar is draggable, so you can move it around your screen to avoid blocking important content.
This flexibility ensures Cleo is always within reach without interrupting your workflow.
Tips for Getting the Best Results from Cleo
- Be specific: When asking Cleo for help, provide clear details to get the most accurate responses.
- Use natural language: Talk to Cleo like you would a teammate for a smoother, more intuitive interaction.
- Leverage quick action buttons: These shortcuts are designed to save you time and focus on high-impact activities.
- Ask for coaching regularly: Practice your cold calling and objection handling often to build confidence and improve your skills.
- Keep Cleo handy: Make a habit of accessing Cleo throughout your day to stay organized and productive.