Accurate Lead Information Capture

Ensuring AI Captures Correct Lead Information with Confirmation & Verification Objective

Objective:

This guide provides detailed, structured prompts to help GHL Voice AI accurately capture, confirm, and verify lead information, ensuring: ✅ AI minimizes errors in name, email, and phone number collection. ✅ AI confirms details before storing them to prevent incorrect data entry. ✅ AI sends a verification SMS to validate phone numbers in real-time. ✅ AI maintains a smooth, professional, and non- intrusive experience.

1. Understanding the Problem: Why AI Fails to Capture Lead Information Accurately

🔹 Common Issues in Lead Data Capture: AI misunderstands names or emails due to unclear speech or background noise. AI fails to confirm data, leading to incorrect entries in the CRM. AI does not validate phone numbers, resulting in fake or mistyped numbers. AI moves too quickly without allowing users to correct information. 🔹 Solution: ✅ Implement step-by-step confirmation prompts before saving data. ✅ Use phonetic spelling techniques to confirm difficult names. ✅ Send a real-time SMS verification link to validate phone numbers.

2. The 4-Step Lead Capture & Confirmation Framework 3. Copy-and-Paste AI Prompts for Lead Data Accuracy

✅ Step 1: Capturing the Lead’s Name Correctly

👈 Copy-and-Paste Prompt (Asking for the Name): "May I have your full name, please?" "Can you please spell your name for accuracy?" "I’d love to get your name

right—can you say it one more time for me?" ✔ Best Use: Helps avoid AI misinterpretation of names.

✅ Step 2: Confirming & Repeating the Name

👈 Copy-and-Paste Prompt (Verification & Spelling Check): "Just to confirm, I heard [Name]. Did I get that right?" "I want to make sure I got it right—[Spelled Name], is that correct?" "Let me repeat that: Your name is [Spelled Name], correct?" ✔ Best Use: Prevents incorrect names from being stored in CRM.

✅ Step 3: Collecting & Confirming the Contact Details

👈 Copy-and-Paste Prompt (Phone Number Collection & Confirmation): "What’s the best phone number to reach you at?" "Let me read that back to you: [Phone Number]. Is that correct?" "I have [Phone Number] saved—just double-checking, did I get it right?" 👈 Copy-and-Paste Prompt (Email Collection & Confirmation): "What’s the best email to send you information?" "I’ll repeat that to make sure it’s right: [Email]. Is that correct?" "Let me confirm: Your email is [Email], right?" ✔ Best Use: Ensures AI does not store incorrect contact details.

✅ Step 4: Sending a Verification SMS

👈 Copy-and-Paste Prompt (Verifying the Phone Number): "I just sent you a quick text with a verification code. Can you confirm you received it?" "You should have a text from us now—just let me know when you see it!" "If you didn’t receive the text, we can try a different number. Want to update it?" ✔ Best Use: Filters out fake or mistyped phone numbers.

4. Implementation Checklist for GHL Voice AI Lead Capture

👉 Use structured data collection prompts – AI should follow a step-by-step flow instead of rushing through. 👉 Confirm names & numbers before saving – AI should always repeat details for verification. 👉 Send real-time SMS verification – Prevents incorrect or fake numbers from being stored. 👉 Adjust prompts based on user responses – If a user hesitates, offer to re-enter the information.

Step	Purpose	Example Prompts
Capture the Lead’s Name	Ensures correct spelling and pronunciation.	"May I have your full name, please?"
Confirm & Repeat the Name	Allows verification before proceeding.	"Just to confirm, I heard [Spelled Name]. Is that correct?"
Collect & Confirm the Contact Details	Ensures AI correctly records email & phone number.	"What’s the best phone number to reach you at? Let me read that back: [Phone Number]. Is that correct?"
Send a Verification SMS	Ensures the phone number is real & usable.	"I just sent you a quick text to verify your number. Can you let me know if you received it?"