Sales

contact person gadbad aarha toh voh thoda sa manual work hai + baaki ki contact info ek baar verify krni hogi jab bhi reachouts krenge toh

yeh leads automatically scrape hui hai, jo shuru ki colored leads hai voh pehle se hi thi, 7th row se automate ki hui hai

https://docs.google.com/spreadsheets/d/1DBDydctPTmpe4DKvKeKIWaJd2TMjmTeTlQ70TgLKxQ8/edit?gid=803067577#gid=803067577

Thank you 🙏

reviewed and small changes bhi kiye hai + 1 comment kiya hai

Thanks !

done

please give comment access :)

https://docs.google.com/document/d/1mUWZSbFg-D_qWUh8KXZJL2-H_gYw35xwmOG_VI-LCls/edit?usp=sharing

MoM - Jindal Ivf Discussed current CRM and Zoho Begin CRM comparison. Current CRM covers lead management, follow-ups, tickets, and remarks. Zoho Begin offers more features than the current CRM. Enterprise plan includes WhatsApp, Instagram, Messenger, website chatbot, and other channel integrations. Voice chatbot can reply to WhatsApp voice notes. One custom CRM integration (like Begin) is included if LeadSquared is not used. Enterprise plan includes unlimited AI training. WhatsApp bulk messaging dashboard is available (Meta charges extra). AI analytics help track patient interest and follow-u…

please let me know if its okay

@127332895453382 please have a look and @267155589353519 too

https://docs.google.com/document/d/1JhtpOzD69Nw_D96x4nt2_aD5y6n_-mTK/edit?usp=sharing&ouid=109000007935887451789&rtpof=true&sd=true

@102095734710467

@127332895453382

is this ok?

https://youtu.be/rVRu4F7hehg?si=btngbhlToIjQ9gr3

Okok done

Bigin vs BeyondChats - CRM features comparison DONT USE AI FOR THE COMPARISON Explore Bigin’s feature page / pricing page to find out. And explore BeyondChats dashboard to see what we offer via Leads Dashboard and tickets dashboard

Sharing Mom asap

In touch with them. They have asked to connect next week

@149512442126388 Please let me in

@102095734710467 everyone is here on call

Follow up call with Jindal IVF <> BeyondChats Monday, July 6 · 2:45 – 3:15pm Time zone: Asia/Kolkata Google Meet joining info Video call link: https://meet.google.com/gsn-dedg-pca Jindal Ivf

Kuch hua uska?

Ritika, what about the demo I took?

Demo booked with Pushpanjali Hospital, Agra for tomorrow at 2.30 PM

Dr keshav meeting rescheduled which was today 10 am

Sorry for the late update. EOD update: Followed up with 15 leads, had a call with Pankaj, completed the contract note sheet, and identified 6 new leads.

eod update : found 31 leads, called them , took 3 interviews, one demo video made, 5 follow up done, uploaded docs in drive .. couldnt do contract notes today

still wokring on some stuff, bhej rahi

@149512442126388 eod update?

Mostly yes

Will you be in Delhi on the event date?

Yes this is good

it has lot of past best ivf clinic award winners metro n non metro

@127332895453382 pls let me know if it is useful

Found this

https://ihwcouncil.org/india-ivf-summit/

Yes

Did you reach out to hospitals in Ranchi?

Update One demo booked Reached out clients 15 Analysed chats of Della Almost finished contract notes Demo video still in process

i agree :)

yes

Let’s try to close this

Good work

Name: Dr. Keshav Ji Place: Ranchi Profession: Psychiatrist Website Traffic: Under 297 Website Link: https://www.drkeshavjee.in/ Demo Date & Time: 3 July 2026, 4:00 PM Google Meet Link: https://meet.google.com/gbz-gdxn-nhh Context : Dr. Keshav Ji is a well-known psychiatrist in Ranchi with strong patient footfall at his clinic. Patients from nearby cities also visit him regularly for consultation and treatment, showing a broad referral reach and strong trust in his practice. He already has an established operational setup where the front desk receptionist scans patient papers and records post…

Demo cal tomorrow 4 pm

Demo call with Dr. Keshav Jee - Ranchi <> BeyondChats Friday, July 3 · 4:00 – 5:00pm Time zone: Asia/Kolkata Google Meet joining info Video call link: https://meet.google.com/gbz-gdxn-nhh

Any lead?

Okay

Noo

Seeds of Innocens IVF - has anyone connected with them in past ?

Perfect

found 41 leads, called 20 leads, filled contract notes, pankaj side's client remains, follw up done 12, analyzed chats.

Sure

Reach out to 20 hospitals today And reach out to atleast 15 hospitals from tomorrow

As per discussion with Simran 1,. Find hospital and reach out 2. Update sheets

@149512442126388 please update this on top priority

Yes

And I hope the sheets are updated

Cool

Hi Yes I missed it Apologies for that I will write down all updates from 29here nd make sure I dnt miss anything going ahead

?

@149512442126388 no updates since 29th

Please add the leads in this sheet: https://docs.google.com/spreadsheets/d/1DBDydctPTmpe4DKvKeKIWaJd2TMjmTeTlQ70TgLKxQ8/edit?usp=sharing

shreesarthak001@gmail.com

@76949204557958 Please share your email id

Thank you

Thank you maam

welcome to the team Sarthak. you will have an amazing time here 😇

Hi team, Sarthak has joined the sales team. He is in first year of college. He will be helping in scrapping the best fit prospects. Welcome aboard Sarthak. Hope you have an amazing journey with us ❤️

Kindly give review whenever possible

@102095734710467 made a dashboard kind of excel for better tracking of sales

https://docs.google.com/spreadsheets/d/1E5rim11STVpbg5GUnJw9SR8tGMnwlAlw/edit?usp=sharing&ouid=109000007935887451789&rtpof=true&sd=true

Okay noted Will do going ahead

Please be more respectful when addressing clients. Either write Mr. Rohit, or Rohit Sir

Maybe tomorrow or day after tomorrow

Rohit said to wait He will inform meeting schedule

will do

Please book for tomorrow

conencting with him and booking a meet

@149512442126388 @102095734710467

<media>

https://docs.google.com/document/d/15_QtuFCtejL4xjOOCNp-o8zfYCYz6uXE/edit

doing it right away

And please share a google doc link instead of pdf so we can edit

sure. will change

The idea is good but the pricing should be in INR Also take reference from the deck shared w Jindal ivf

<media>

Trying to call him since 3 but he isn’t responding.

Checking w Ritika

@114078827688167 , @149512442126388 , @127332895453382 4 baje Nirmal hospital k sath call thi kya?

razorpya integration

https://www.loom.com/share/f6a9b183f7db4fc98cb2598ff200bd45

Nirmal Hospital https://nirmalhospitals.in/ Contact Person: Hardik ( Marketing Head) Traffic: 30,806 Demo Date & Time: 27/06/26 | 4PM Meet link: https://meet.google.com/bcd-qiax-fxb

Kt Doc

https://docs.google.com/document/d/1XdQ6Z8lNu1QLwgujFmUCe9RqNLZrVNuU3wipy9AH2Bs/edit?tab=t.0

Users can purchase things directly on the chatbot via razorpay integration @149512442126388

@102095734710467 @127332895453382

https://www.loom.com/share/1b234ed740fb4d02a976c65950f5b4a6

eod update : Made SOP Doc , Reached out to 5 proposal shared clients, updated sales sheet

Hi @127332895453382 Will send u the updated sheet by 8pm Going out for an hr for some urgent errand Most work is done Just need to update

Minutes of Meeting (MOM) – BeyondChats <> Yatharth Hospital *Key Discussion Points* 1. Yatharth Hospital currently generates leads primarily through health camps and website traffic. 2. Lead nurturing and follow-ups are managed manually by the call center team, resulting in operational inefficiencies. 3. Conversion from health camp leads to consultations is approximately **10%**. 4. The hospital currently does not use any chatbot or automation solution. 5. WhatsApp campaigns are expensive for repeated outreach, limiting patient engagement efforts. 7. Payment transactions will continue to be …

Calling you

Any suggestions Any thing that I can change?

How was demo

Updated

Yes

Date and time is not updated @114078827688167

Yes

2 pm right??

Thanks

@149512442126388 @127332895453382

Hospital : Yatharth Super Specilaity Hospital https://www.yatharthhospitals.com/ Traffic: 382,384 POC : Hemant (Marketing Head) Demo Date and Time: 16 June | 5 PM- 5.30 PM Meet link: https://meet.google.com/tqm-oqys-dua Pain points: 1. Lack of After-Hours Patient Support 2. Missed Leads and Poor Query Tracking 3. Ineffective Lead Conversion from Marketing Campaigns 4. Follow-Up Management Challenges 5. Limited Visibility into Patient Intent

They said they need time to go through it properly

Sat or Monday they will get back

Yes

And Rohit ko inform kr diya hai for proposal (From Jindal)

Yes goiing fine So far

How is it going @149512442126388 @114078827688167 ?

EOd Update Made some docs and SOP as discussed with Simran Sent a proposal Follwed up with clients

what do you say ?

but lets go with this

i know its quite dfferent from the visible traffic

so whats mentioned in proposal is correct

They first said couple of hundred, then clarified those are monthly raw leads, and Pankaj converted that to roughly 1,000 leads/month including good , bad, unqualified all included

i double checked mom for Jindal Ivf

hi @127332895453382

@267155589353519 any update on youtube demo videos ?

They need integration with My operator and some more integration

What does this mean @149512442126388 Website chatbot integration options

@127332895453382 ma'am, please review pricing also

looks good to me

https://docs.google.com/document/d/1HjQeOYe035DJEyxxFWeG4HVTtjIDwNRJdYjJxEMxMoM/edit?tab=t.0

email doc

https://docs.google.com/document/d/1bIiApotvsNYMr7raWof-U_zmQ4xhHqGkTN4-01BgH7w/edit?usp=sharing

Okay sure

We have a connect today at 6. Will review.

@127332895453382 @102095734710467 kindly review

https://docs.google.com/document/d/1uzfPCb6wPmvs7zf2knm7r7VVjx_O7uww-cviUkq6IJ0/edit?usp=sharing

Sharing MOM shortly

<media>

Have reshared meeting invite tomorrow 3:30 pm

….

Are we sharing invite with contactbeyondchats@gmail.com also? @149512442126388 @114078827688167

We can go to Vistaar hospital b/w 11:00 AM to 2:00 PM tomorrow

@102095734710467 they want use cases where u show how existing client uses chatbot . This was conveyed by Rohit who will be in the demo call today

Got it. I have written what i have spken to them via call

No. no chatbot

Either team uses their brain for brainstorming what lead's problem is and what we should pitch, what're the clinic's details and share your raw notes. Or don't work w us. LLM generated summaries are hurting us a lot in figuring out what to sell and how to sell.

Also Do they have chatbot, And website traffic

On call w Prachi for this only

Doesn't help me at all

@127332895453382 tumne convey nhi kiya kya ki LLM generated content nhi chahiye in summaries?

@127332895453382 @102095734710467 they have made it very clear that they want use cases and need a demo on how we can do better for their organisation

Company Name: Jindal IVF Website: [https://www.ivfchandigarh.com/](https://www.ivfchandigarh.com/) POC: Rohit Meeting Date & Time: 18 June 2026 | 2:30 PM – 3:30 PM IST Current Setup: * Using MyOperator for lead and call management * 3-member call center team handling inbound and outbound patient inquiries * Leads generated through Google Ads, Meta Ads, Google My Business, SEO, website, and WhatsApp * Manual lead qualification and follow-up process What They Want: * Specific use cases demonstrating how BeyondChats can improve their current setup * Better conversion of website visitors in…

Thank you

Support ticked wali ka feedback ka share krdiya hai

Service interested is good to go

As per discussion with @267155589353519 he will finalise all videos today for any changes if needed

Hospitals sheet will.be updated full and final by Friday with all latest update

Demo sheet is updated

All proposal are there too

Hi @all Every Mom for all my booked and done demos are in drive

EOD 1. Called 25 follow up 2. To schedule two demos

He reverted today and he asking this

<media>

Ok

Cool Thanks Do update the nxt step as take follow up on 19th June

MOM – Kiran Infertility Centre x BeyondChats **POC:** Deepak (Marketing Head) **Date:** 16 June 2026 Key Discussion Points * Deepak shared that Kiran Infertility Centre is currently using AI Sensei and has been exploring AI automation solutions for the past two months. * The clinic runs Meta Ads (Facebook & Instagram) with WhatsApp as the primary lead capture channel and uses multiple WhatsApp Business numbers for different regions. * The primary challenge highlighted was lead quality, with only 10–15% of incoming leads being relevant while the majority are junk or low-intent inquiries. * B…

@114078827688167 @149512442126388 Please join https://meet.google.com/kes-grmk-xob?pli=1&authuser=5

….

He has to attend patients

Call is postponed by half n hr It's at 4 pm now @102095734710467

@102095734710467

Website Observation & Opportunity: Noticed the website has a dedicated International Patients journey covering stages such as Contact Us, Medical History Submission, Doctor Reviews, Pre-arrival Advice, Visa Support, Airport Pick-up, Hospital Visits, Evaluations, IVF Cycle, Embryo Transfer, and Online Follow-ups.

Company Name: Kiran Infertility Centre Monthly Traffic: 6,000 Website: https://kiraninfertilitycenterdelhi.com/ POC: Deepak Designation: Marketing Head Meeting Date & Time: 16 June 2026 | 3:30 PM – 4:30 PM IST Meeting Link: https://meet.google.com/kes-grmk-xob Chatbot: They don't have an AI chatbot, but they have a automated system in place. @102095734710467

They only have a whatsapp integration and call me button

https://kiraninfertilitycenterdelhi.com/

Physical call booked with Dr. Om Prakash Pattani Date: 17th June, B/w 10AM to 2PM Website: https://dropchaudharyhospital.com/orthopedic-doctors-in-lucknow/ Traffic: 3,998

Physical Call booked for Thursday with Dr. Rahul Purwar https://chandanhospital.in/doctor/dr-rahul-purwar Website visit: 37,963 Time: 9:00 AM Attendant will be there outside his cabin. Inform him ki reception p bat hue hai. We just need to discuss.

Hospital : Yatharth Super Specilaity Hospital https://www.yatharthhospitals.com/ Traffic: 382,384 POC : Hemant (Marketing Head) Demo Date and Time: 16 June | 5 PM- 5.30 PM Meet link: https://meet.google.com/tqm-oqys-dua Pain points: 1. Lack of After-Hours Patient Support 2. Missed Leads and Poor Query Tracking 3. Ineffective Lead Conversion from Marketing Campaigns 4. Follow-Up Management Challenges 5. Limited Visibility into Patient Intent

Thanks, will check by EOD today!

Physical Call booked with Dr. Priyanka Maurya - She has a huge following on instagram (1 M) - ⁠She has a hair and treatment clinic, also and ortho homeopath clinic We can visit her today between 6:00 PM - 8:00 PM or on Friday (Till 1 PM or 6-8 PM)

recordings

https://drive.google.com/drive/folders/1V5_RgOUdBI1cNoM0c4UXHOFpLsVysOd6?usp=sharing

Physical meeting booked w Dr. Sandeep Kapoor (Vistara) Tomorrow 11 AM Website: https://healthcityvistaar.com/ Traffic: 21,357 Discussion with Shalini (Handles OPD)

Company Name: Kiran Infertility Centre Monthly Traffic: 6,000 POC: Deepak Designation: Marketing Head Meeting Date & Time: 16 June 2026 | 3:30 PM – 4:30 PM IST Meeting Link: https://meet.google.com/kes-grmk-xob Key Discussion Points: * Review current website traffic, visitor engagement, and patient inquiry generation performance * Understand existing lead capture workflows for prospective patients and treatment inquiries * Explore current chatbot, live chat, contact forms, and support mechanisms being used * Position BeyondChats as an AI-powered patient engagement and conversion platfor…

EOD UPDATE : Updated sheets, sent all proposal to devanshu, made feature videos, did 18 follow ups

https://docs.google.com/document/d/1pkg6po9U1IKnR9jQd5jpm9GgZvzqsq-K/edit?usp=sharing&ouid=109000007935887451789&rtpof=true&sd=true

https://docs.google.com/document/d/1pkg6po9U1IKnR9jQd5jpm9GgZvzqsq-K/edit

....

Thanks !

Will put there too

Ok Proposals link are in demo sheet

Ok

Ok

and please saare proposals ko proposal wale folder mein daaldijiye

Feedback on Support ticket video 1. kisi response ko downvote krke and uspar remark daalkar bhi show krdijiye 2. in support section, kisi support ticket par click krke uske andar kya kya features hai unki bhi ek brief dedijiye video mein