How to choose the ideal model

Here you will find the map to build the perfect Model for your client's niche!

How to choose the ideal model for your client

Choosing the right model is the first step to ensure your client gets quick results. Instead of focusing only on the "job title," focus on the main goal the business wants to achieve.

1. Identify the "Heart" of the Business

The first question you should ask your client is: "What is the most important action for you today?"

• Appointments: The client lives off scheduling appointments (e.g., Clinics, Pet Shops, Beauty Salons).

• Sales and Quotes: The client needs to send proposals and negotiate prices (e.g., Lawyers, Auto Shops, Agencies).

• Support and Triage: The client receives many inquiries and needs to organize who speaks with whom (e.g., Support, Real Estate Agencies).

2. Bolten's Macro-Paths

If the client's focus is...	Use the Model of...	Why does it work?
Date and Time	📅 Services and Schedules	Focused on automatic reminders and reducing no-shows.
Money and Proposal	💰 Sales and Quotes	Focused on a negotiation funnel, quote approval and closing.
Qualify the Contact	🔎 Triage and Support	Focused on filtering casual inquiries and directing the lead to the right salesperson.

3. Quick Decision Matrix

Use this guide to glance and decide which base to use:

• Does the client sell expensive/complex products? Use the Sales. They need a funnel to track every stage of the negotiation.

• Is the client a freelance professional? Use the Services. The CRM will be used to organize the schedule and the history of each appointment.

• Does the client receive hundreds of messages a day? Use the Triage. The focus here will be training the AI to answer the basics and organize the waiting queue.

Tip: Think about the Process, not the Niche

Remember: A Car Sales Funnel is very similar to a Software Sales Funnel.

Both need: New Lead -> Qualification -> Proposal -> Closing.

If you understand the macro, you will be able to adapt any model to any niche in less than 5 minutes, ensuring the system fits your client's business like a glove.