Section 6: Market and Competitor Summaries
- Using AI to help summarize basic market data, trends and competitors to support decisions
- Preparing location and project selling-point summaries systematically while verifying data before real use
- Workshop: build a market summary or project selling-point summary with AI
Section 7: Chatbots and Project Sales Assistants
- Building a Custom GPT or Gem as an assistant answering customer questions on units, prices, location and terms
- Embedding project data and FAQ for consistent, on-brand results and connecting to LINE OA
- Workshop: build one project sales assistant to answer common questions
Section 8: Documents and Administration
- Using AI to help with documents, quotes and coordination
- Summarizing meetings and preparing basic operations reports
- Managing data and documents systematically, being careful with sensitive data
Section 9: Project Sales Automation with n8n
- Setting up automation with n8n, such as lead acknowledgement, viewing appointments and customer follow-up
- Sending project information and connecting data across channels with access control
- Workshop: design one simple automation flow for project sales
Section 10: Customer Data, Accuracy and PDPA
- Controlling the accuracy of price, terms and project data before publishing and avoiding over-claiming
- Customer and financial data to be careful with: what can and cannot go into AI
- Customer personal data under PDPA and setting the team's AI usage guideline
Section 11: Capstone Project and Real-world Adoption
- Task: set up an end-to-end AI toolkit for the learner's project sales and marketing, from content and images to lead care, an assistant and market data
- Present the work and get feedback from the instructor and peers
- A first-30-days adoption plan and setting up AI use for the whole team