Oberon NextGen
With NextGen AI handling lead conversations and appointment booking, this online coaching client closed three deals, generating over $7,000 in revenue from a limited ad spend.
Coaching Case Study

Are you looking to transform your business and take it to the next level? In this client case study, we’ll explore how ***** leveraged NextGen AI to revolutionize his business. By implementing a three-phase process, he achieved remarkable results and scaled operations effectively.
Discover how NextGen AI can streamline lead generation and appointment setting, freeing you to focus on closing deals. With a strategic approach to AI deployment, you can optimize operations and drive sustainable growth.
Meet the Client
A performance coach specializing in life coaching, ***** aimed to optimize lead generation and appointment setting. Frustrated with underperforming virtual assistants, he turned to NextGen AI for a more efficient solution. Within a week, NextGen helped him close three deals, generating over $7,000 from a limited ad spend.
The Three-Phase Process
Integrating NextGen AI involves a three-phase process to ensure effective setup and performance. The foundation phase focuses on building the AI’s framework, evaluating prospects, and training it to communicate effectively. In the pre-launch phase, users can review and adjust the AI to align with business goals. Finally, the launch phase focuses on audience verification, message fine-tuning, and optimizing conversions.
Results and Impact
With NextGen AI handling 96 leads, ***** achieved a 31% lead-to-book rate, surpassing industry standards. The foundation phase established a framework for seamless AI integration, the pre-launch phase allowed for adjustments, and the launch phase delivered impressive results through audience verification and conversion optimization. This led to three closed deals and over $7,000 in revenue.
Phase One: Foundation
During the foundation phase, the focus is on identifying the problem, setting up the initial structure, and training the AI. A prospect evaluation teaches NextGen how to interact effectively, laying the groundwork for smooth integration.
Phase Two: Pre-Launch
The pre-launch phase offers a chance to interact with the AI, ensuring alignment with business goals. This includes setting up the CRM and admin dashboard, conducting role-plays, and making adjustments for a smooth launch.
Phase Three: Launch
The launch phase includes audience verification, message optimization, and conversion adjustments. By verifying the audience and refining messaging, NextGen AI delivers impressive results, enhancing response and lead-to-book rates and setting the stage for long-term success.
Conversion Optimization
With conversion optimization, NextGen AI fine-tunes messaging and filters leads effectively. Starting with audience verification ensures accurate targeting, followed by message refinement to boost response rates and lead conversions.
Why Start Now?
Integrating NextGen AI now offers a significant edge. By starting early, you can develop a fully trained model that scales with your business, enhancing lead generation and appointment setting to help you focus on closing deals. Trusted by industry leaders, NextGen AI has a proven track record in scaling businesses for sustained growth.