Get Started

Geoship
Case Study By Align Coach

Regenerative bioceramic geodesic home manufacturer in California bringing together affordability, sustainability, resilience, and healing come together in a dome.

  • Investment Marketing Sales
geoship-banner-img

Why Align Coach ?

AlignCoach.ai has extensive experience in revenue and efficiency creation for manufacturing and
expertise in the Geoship tech stack.

Departments Transformed

Marketing

Sales

Investment

Tech Stack

hubspot-logo
notion-logo_0
zapier-logo
ramp-logo

Geoship Wanted to Increase Qualified Investors

Buyers and manage with Real-Time Data Dashboards

Marketing
Acquisition Pipeline

Identifying and keeping a steady pipeline of qualified investors

Contact and Deal Management Automation

Staying organized and proactive with contacts and follow ups

Strategic Data

Lack of structure data making it challenging to make choices

Automated Personalized Communication

Efficiently managing prospect and investor communications.

The Solution and Results

Over 6 months leveraging the Align – Automate – Achieve methodology, the AlignCoach.ai Solutions
team achieved the desired initiatives.

Results Achieved

$2.4 million

raised from Crowdfunding campaign

Met

the stretch sales goal

Increased

efficiency in sales and investor management

1 Day

per Team Member in weekly Productivity Gained

wefunder-img
sales-crowdfunding-and-accredited

Sales, Crowdfunding, and Accredited Investor Pipeline Mapping

  • Identifying where AI and will either perform what a team can’t do or replace what team members have been doing manually.
  • Automates lead intake and follow-up based on source and contact assignment, reducing manual errors and response delays.
  • Ensures every prospect is guided by the right journet through booking links and automated communications.
  • Integrates HubSpot and Notion for unified deal visibility, reducing duplication and improving collaboration.
ai-investment-sales-chatbot

AI Investment and Sales Chatbot

  • Domi was trained on the complete knowledge based of Geoship including investor, product, manufacturing and compliance information.
  • Domi was trained with a specific personality that allowed us to maintain the values of Geoship in its conversations. Welcome Message
  • It would answer questions and then capture email, schedule a call with an associate, book a deposit or convert an investor and enter the segmented data into Hubspot CRM
ai-chatbot-configuration

AI Chatbot Configuration

WorkFlow automation

  • The Automation created will capture email from website chatbot.
  • Once captured, a support ticket is created and automatically assigned to Lauren to action on.
sales-crowdfunding-accredited-investor-pipelines

Sales, Crowdfunding, and Accredited Investor Pipelines

  • Each pipeline was created to track deals, automated tasks and create comprehensive reporting
  • AI Prospecting Agent and contact enrichment for for identifying target leads and accurate contact information
  • AI Lead Scoring allowing the team to prioritize their time based on likelihood to close
  • AI Personalized content follow up for automated communication and meeting booking
automated-reporting-dashboards

Automated Reporting Dashboards

  • Summary Dashboard for high level review and decision making
  • Automated reporting widgets for accurate, real-time insights
  • Info cards with clear explanations accompanying each data point for easy understanding
  • Easy-to-use, customizable filters to quickly adjust date ranges and conditions to focus on relevant data
crowd-funding-investor-insights

Crowd Funding & Investor Insights

  • Total crowdfunding broken down by day, week, and month
  • Total crowdfunding investment amount and number of investors
  • Investor source and conversion insights, plus Angelist and Accredited insights
reservation-pipeline-forecast

Reservation Pipeline Forecast

  • Number of reservations, total price of homes reserved, and number of domes reserved broken down by reservations that have responded to survey information and those who have not
  • Total reservation holders broken down by the size of their Geoship home and the number of domes
traffic-contact-insights

Traffic & Contact Insights

  • Contacts broken down by date created, if they are a reservation holder and where, and if they are an investor with campaign participation
  • Website visitor insights including source, activities, and new or returning visitors
  • Email sends, engagement, and website sessions from emails
  • Social media audience sizes and interactions including post shares by social media platform

Meeting Rhythms and Agendas: Structure

Intentionality, Consistency and Structure

  • 1. Repeating Meetings
  • 2. Intentional agendas that link to working operational systems
  • 3. Agreement on Key Actions

Agenda

  1. How are you feeling today, on a scale of 1-10? Please indicate in the chat
  2. Good News and Acknowledgment in regards to Company Values
  3. Reporting Review
    a. Department OKRs Dashboard
    b. Department OKRs
  4. Revenue Review
    a. Investment Dashboard
    b. Investment Pipeline
  5. Department Operational Board
  6. Next Steps / Action Items Recap

Geoship Stamp of Approval

Having Align AI as a fractional AI and Automation team allowed me to focus on investor and sales growth on a foundation of organization, efficiency and accurate data.
Micha Mikailian
CEO

Future Proof Your Business With AI Automation

Book Your Complimentary AI Strategic Plan