GuidelyPro.AI Sales Team

Welcome aboard. Your onboarding starts here.

Set up your company email, understand GuidelyPro.AI, prepare your questions, complete your onboarding call, and begin confident outreach.

rocket_launch Start Onboarding strategy Open Sales Toolkit
groups Step 1 Welcome Aboard Role, mission and success content_copy Step 2 Set Up Your Email Company identity and access lightbulb Step 3 Understand the Product Guided learning curriculum format_list_bulleted Step 4 Prepare Questions Review and email open points campaign Step 5 Book Your Call Complete the 30-minute onboarding rocket_launch Step 6 Let’s Get Started Outreach, tracking and conversion

Step 1 · Welcome Aboard

Welcome to the GuidelyPro.AI Sales Team.

This journey gives you the product knowledge, company access, sales resources and working process you need to begin professional outreach for GuidelyPro.AI.

Your Role

Represent GuidelyPro.AI as part of the GuidelyPro.AI Sales Team.

Your responsibility is to identify suitable merchants, begin relevant conversations, demonstrate the product, answer questions with support when needed, and help interested prospects become paying GuidelyPro.AI clients.

Use your GuidelyPro.AI company email for all official outreach and clearly identify your role in every conversation.

Our Mission

Help e-commerce shoppers make confident product decisions while helping merchants improve conversion and AOV.

Your Success

A successful sales outcome is a suitable prospect becoming a paying client with a Stripe profile and first payment received.

Completion

Onboarding is complete when all information has been read and understood and the 30-minute onboarding call is finished.

Compensation: Sales-team members are paid by the hour. Product conversions define the commercial outcome of the work; they do not create commission-based compensation.

Step 2 · Company Access

Set up your GuidelyPro.AI email

Stephan provides your individual GuidelyPro.AI email address and password privately. Never publish, forward or store your password in a shared file.

1

Incoming Mail

IMAP settings

Server

imap.mail.hostpoint.ch

Port

993

Security

SSL enabled

Username

Your full email address

2

Outgoing Mail

SMTP settings

Server

asmtp.mail.hostpoint.ch

Port

465

Security

SSL enabled

Username

Your full email address

Approved Email Signature

Kind regards, [First name Last name] GuidelyPro.AI Sales Team [first.last]@guidelypro.ai https://guidelypro.ai

Setup checklist

  • check_circleConfigure incoming and outgoing mail using the settings above.
  • check_circleSet your display name to your full name.
  • check_circleAdd the approved GuidelyPro.AI Sales Team signature.
  • check_circleSend a test email to an external address and reply to confirm incoming mail.

If setup or delivery does not work, contact join@guidelypro.ai.

Step 3 · Product Curriculum

Understand our product and sales opportunity

Review every resource below. Focus on what merchants struggle with, how GuidelyPro.AI helps, and how to explain the product accurately in your own outreach style.

Website

Homepage

Learn the central positioning, merchant problem, customer outcome and approved language for introducing GuidelyPro.AI.

Read Homepage open_in_new

Business Case

ROI Calculator

Learn to connect conversion rate and AOV improvements to a merchant’s commercial opportunity without promising guaranteed results.

Open ROI Calculator open_in_new

Commercial

Pricing

Understand current plans and commercial fit so you can answer initial questions accurately and guide prospects toward the right option.

Review Pricing open_in_new

Market Knowledge

Insights

Build fluency in merchant pain points and discover educational angles you can use to make outreach relevant and useful.

Read Insights open_in_new

Product Knowledge

Help Center

Understand setup and product mechanics so you can answer factual questions confidently and recognize when Stephan’s support is needed.

Open Help Center open_in_new

Demonstration

Video Library

See the shopper and merchant experience in action, rehearse your product explanation and use approved videos during follow-up.

Watch Videos play_circle

Hands-on Practice

Shopify Demo

Publish and view a real demo experience so you can describe the workflow from direct product knowledge.

Open Demo Guide storefront

Ongoing Reference

Sales Toolkit

Study the ICP, positioning, copy, campaigns, brand rules and compliance standards you will use during daily outreach.

Explore Toolkit strategy

Learning Outcome

You should be ready to explain:

check_circleWhat merchant problem GuidelyPro.AI solves.

check_circleWhich stores and buyers match the ICP.

check_circleHow the shopper experience works.

check_circleHow conversion and AOV connect to value.

check_circleHow to demonstrate the Shopify experience.

check_circleWhich claims and promises must be avoided.

Step 4 · Prepare

Prepare and submit your open questions

Review everything you have learned and group your remaining questions before the onboarding call.

campaign Email Your Questions

Question categories

  • check_circleProduct and technical questions
  • check_circleICP and qualification questions
  • check_circlePricing and commercial questions
  • check_circleDemo and shopper-experience questions
  • check_circleOutreach, messaging and objection questions
  • check_circleMissing access or operational questions

Email Template

Subject: Onboarding questions — [First name Last name] Hello, I have reviewed the GuidelyPro.AI onboarding material and prepared the following questions: [Add your questions by category] Kind regards, [Name] GuidelyPro.AI Sales Team

Step 5 · Onboarding Call

Book your 45-minute onboarding

Schedule the call after reviewing the learning resources and emailing your open questions.

campaign Book Onboarding Call

Before you book

  • check_circleYour company email is configured and tested.
  • check_circleAll learning resources have been reviewed.
  • check_circleThe Shopify demo has been explored.
  • check_circleYour open questions have been emailed.

Call agenda

  1. 1. Product and ICP review
  2. 2. Open questions
  3. 3. Outreach approach and personal style
  4. 4. Prospect tracking and reporting
  5. 5. Conversion workflow and first actions

Step 6 · Activate

Let’s get started

You own the sales activity from suitable-prospect identification through the first successful client payment. Stephan is available for product and technical assistance when needed.

  1. 1

    Find

    Identify a Shopify merchant that matches the ICP.

  2. 2

    Qualify

    Confirm catalog size, traffic, choice complexity and buyer relevance.

  3. 3

    Research

    Understand the company, product range, likely friction and decision-maker.

  4. 4

    Reach out

    Start a personalized conversation using your own professional style.

  5. 5

    Follow up

    Continue the conversation with relevant value, context and next steps.

  6. 6

    Demonstrate

    Show how GuidelyPro.AI improves product discovery and shopper confidence.

  7. 7

    Convert

    Help the merchant choose and become a paying GuidelyPro.AI client.

  8. 8

    Confirm

    Success is verified when the Stripe client profile exists and the first payment is received.

Your Style

Make the outreach your own.

No approval is required for your first message. You decide the tone, subject line, wording, channel, follow-up cadence, volume and geographic focus.

Keep fixed: product facts, current pricing, ICP criteria, company identity, commercial terms and responsible performance claims.

Product Support

Stephan supports technical questions.

Ask Stephan for product or technical assistance when a prospect needs more detail. You remain responsible for continuing the conversation and helping the prospect become a paying client.

Request Support campaign

Work Tracking

Track your work efforts in the shared Google spreadsheet.

Keep your prospecting, outreach, follow-up and sales activity current so your work and next actions remain visible.

Shared Sales Tracker

Open the shared spreadsheet and update it after every meaningful outreach or sales activity.

Open Google Spreadsheet (individual Link is shared by Stephan)open_in_new

Final Confirmation

Complete both items to finish onboarding.

0 of 2 final confirmations complete.

Ongoing Reference

GuidelyPro.AI Outreach & Sales Toolkit

Use the complete insights, positioning, ICP, copy, brand, campaign, demo, video and compliance resources below throughout your daily sales activity.

Insights

Turn expertise into better conversations.

Use GuidelyPro.AI Insights to understand merchant problems, personalize outreach and share useful educational material during follow-up.

Explore All Insights open_in_new

How Insights Help You Sell

check_circleRecognize conversion and product-discovery problems in a prospect’s store.

check_circleOpen conversations with a relevant business observation instead of a generic pitch.

check_circleExplain guided selling using practical merchant and shopper examples.

check_circleShare useful follow-up content that supports the prospect’s decision.

Core Concept

What Is Guided Selling in E-Commerce?

Outreach angle: Help merchants understand how guided decisions differ from ordinary browsing and support chat.

Read Insight open_in_new

Product Discovery

Product Finders vs. Filters

Outreach angle: Start a conversation with stores where filters narrow options but do not help uncertain shoppers choose.

Read Insight open_in_new

Return Prevention

Reduce Wrong-Product Returns

Outreach angle: Connect pre-purchase uncertainty with preventable product mismatches, returns and lost margin.

Read Insight open_in_new

Mobile Commerce

Large Catalogs on Mobile

Outreach angle: Highlight how limited screen space makes product comparison and confident selection harder.

Read Insight open_in_new

Shopify

How an AI Product Finder Works

Outreach angle: Give Shopify prospects a concrete picture of how AI-guided discovery fits into their storefront.

Read Insight open_in_new

Experience Design

Quiz vs. Conversational Discovery

Outreach angle: Explain the difference between fixed recommendation quizzes and flexible conversational guidance.

Read Insight open_in_new

Core Positioning

Lead with the business outcome.

GuidelyPro.AI should be presented as a conversion layer engine for e-commerce—not as a generic support chatbot.

What GuidelyPro.AI does

  • check_circleGuides shoppers toward best-fit products through intelligent product discovery.
  • check_circleHelps reduce choice overload and purchase friction.
  • check_circleSupports conversion rate and average order value growth.
  • check_circleTurns product exploration into more confident buying decisions.

Best-fit audiences

  • storefrontShopify and WooCommerce merchants with growing catalogs.
  • trending_upGrowth teams focused on conversion and AOV.
  • categoryBrands whose products require comparison or guidance.
  • groupsAgencies and consultants advising e-commerce brands.

Primary Category

Conversion layer engine for e-commerce

Primary Promise

Help shoppers find the right product faster

Core Differentiator

Guided selling focused on purchase decisions

Ideal Customer Profile

Know exactly who to target.

Based on GuidelyPro.AI’s current positioning and beta criteria—Shopify, 30+ SKUs, steady traffic, and meaningful product-choice complexity—this is the strongest compact ICP.

LinkedIn open_in_new Shopify App Store open_in_new

GuidelyPro.AI — Ideal Customer Profile

Shopify-based DTC brands with 30+ products and consistent traffic whose customers struggle to choose the right product, variant, bundle, or fit.

These brands sell choice-heavy or explanation-heavy products—such as supplements, skincare, fashion, electronics, sports equipment, furniture, or pet products—where uncertainty causes browsing without buying, abandoned carts, low AOV, repetitive pre-purchase questions, or avoidable returns.

Best-fit signals

  • check_circle30+ SKUs; 100+ is especially attractive
  • check_circleMultiple variants, bundles, use cases, or technical differences
  • check_circleMeaningful traffic but underperforming conversion
  • check_circleCustomers frequently ask, “Which one is right for me?”
  • check_circlePaid acquisition is already established
  • check_circleTeam wants measurable conversion and AOV gains without custom development

Primary buyer

Founder, Head of E-commerce, Growth Lead, or CRO Manager.

Buying trigger

Rising acquisition costs, conversion stagnation, product-line expansion, high decision abandonment, or excessive choice-related support.

Desired outcome

Help every shopper reach a confident product decision in 3–5 guided steps—raising conversion and AOV while reducing hesitation and returns.

Poor fit

Low-traffic stores, tiny or self-explanatory catalogs, commodity products chosen mainly by price, or merchants unable to test and measure storefront performance.

Copy Library

Approved, ready-to-publish messaging

Use as written or adapt to your own voice without changing the meaning or promising guaranteed results.

One-liner

GuidelyPro.AI is the AI conversion engine that guides e-commerce shoppers toward the right product and more confident buying decisions.

Short Description

GuidelyPro.AI helps e-commerce brands convert more visitors into confident buyers. Its AI-guided product discovery experience helps shoppers find best-fit products, reduces choice overload, and supports higher conversion rates and average order values.

LinkedIn Post

Too much choice can quietly cost an online store sales. GuidelyPro.AI gives shoppers an AI-guided path to the products that fit their needs—helping brands turn product discovery into confident purchase decisions. If you run a Shopify or WooCommerce store, send me a personal message (PM) and I’ll share how it works.

Short Social Post

Help shoppers stop scrolling and start deciding. GuidelyPro.AI uses AI-guided product discovery to connect e-commerce customers with best-fit products. Want details? Send me a personal message (PM).

Email Introduction

Subject: A smarter way to guide shoppers to the right product Hi [FIRST NAME], If product choice is slowing customers down, GuidelyPro.AI is worth exploring. It adds AI-guided product discovery to an e-commerce store, helping shoppers narrow their options and reach more confident purchase decisions. Reply to this email or send me a personal message (PM) to see how it works.

Video / Podcast Intro

This content features GuidelyPro.AI, a conversion layer engine for e-commerce. It helps online stores guide shoppers toward best-fit products and more confident buying decisions. Send me a personal message (PM) if you would like to learn more.

CTA Library

Choose one clear next step.

See how GuidelyPro.AI works Explore AI-guided selling Improve product discovery Get started with GuidelyPro.AI Book a GuidelyPro.AI demo

Brand Standards

A recognizable brand at every touchpoint

Use these foundations so promotional content feels consistent, trustworthy and unmistakably GuidelyPro.AI.

Brand colors

Enterprise Navy

#0F172A · RGB 15, 23, 42

Guidely Blue

#2563EB · RGB 37, 99, 235

Enterprise Charcoal

#1E293B · RGB 30, 41, 59

Cloud White

#F8FAFC · RGB 248, 250, 252

Typography

Primary Typeface

Inter

Use Inter for headlines, body copy, buttons and captions. It is clean, modern and optimized for digital readability.

Regular 400Body copy
Medium 500Supporting text
Semibold 600Subheadings
Bold 700Headlines and CTAs
open_in_new Get Inter from Google Fonts

Logo assets

Logo usage

  • Keep clear space around the logo equal to at least the height of the icon mark.
  • Use the full-color logo on white or very light backgrounds.
  • Use the white logo on dark navy, charcoal or photography with strong contrast.
  • Keep the logo horizontal, legible and proportional.

Please avoid

  • Do not stretch, rotate, crop, recolor or add effects to the logo.
  • Do not place the logo on a busy background without enough contrast.
  • Do not recreate the wordmark with another typeface.
  • Do not imply that a promotional page is an official GuidelyPro.AI account.

Campaign Playbook

Create content around merchant pain points

The strongest promotional content teaches first, demonstrates the product clearly and gives the audience one relevant next step.

compare

Before and after

Show a difficult product catalog journey, then demonstrate how guided discovery reduces decision friction.

play_circle

Product walkthrough

Record setup, shopper interaction and product recommendations so merchants can see the full experience.

lightbulb

Educational guide

Teach how choice overload affects e-commerce, then introduce guided selling as a practical solution.

format_list_bulleted

Tool comparison

Compare use cases and fit honestly. Position GuidelyPro.AI around conversion and product decisions—not support automation.

Recommended content structure

  1. 1

    Name the problem

    Choice overload, low product discovery or shoppers leaving without deciding.

  2. 2

    Explain the impact

    Connect the friction to conversion, AOV and customer confidence.

  3. 3

    Demonstrate the experience

    Show how GuidelyPro.AI guides a shopper to a best-fit product.

  4. 4

    Add one relevant CTA

    Invite interested viewers to send you a personal message (PM) for more information.

Search and content themes

AI product recommendations e-commerce guided selling reduce choice overload improve product discovery e-commerce conversion optimization Shopify product finder WooCommerce AI shopping assistant

Use themes naturally. Create useful, original content for the reader rather than repeating keywords.

Live Product Demo

Demo: Shopify E-Commerce Store

Follow this walkthrough to sign in, publish the demo experience, and view it in the Shopify storefront.

Demo access

Demo account

demo@guidelypro.ai

  1. 1

    Go to GuidelyPro.AI

    Open online.guidelypro.ai.

  2. 2

    Sign in

    Use the demo account: demo@guidelypro.ai.

  3. 3

    Receive the link

    Open the verification link sent for the demo account.

  4. 4

    Complete login

    The verification link signs you in to GuidelyPro.AI.

  5. 5

    Open the experience

    Select and open the Shopify demo experience.

  6. 6

    Publish

    Click Publish to make the experience available in the demo store.

  7. 7

    View in store

    Click View in store to open the Shopify storefront.

  8. 8

    Unlock the store

    Enter the Shopify store password:

    123456

Video Library

Demonstrate the product

Use these videos in promotional content or as a reference when creating your own walkthrough.

Tutorial

Connect WooCommerce and Activate the Storefront Chatbot

downloadDownload

Quality and Compliance

Represent GuidelyPro.AI with confidence.

Identify yourself clearly as part of GuidelyPro.AI, communicate through your provided company email and present the brand and product consistently.

Do

  • checkPresent yourself as part of the GuidelyPro.AI Sales Team and clearly identify your role.
  • checkUse the GuidelyPro.AI company email address provided to you for brand communication.
  • checkIntroduce the brand and product using the approved name, positioning and messaging.
  • checkUse approved brand assets and verify current product information before publishing.

Do not

  • closeUse a personal or unapproved email address for official GuidelyPro.AI outreach.
  • closePromise specific revenue, conversion or return-on-investment results.
  • closeMisrepresent the product, its capabilities or your role within GuidelyPro.AI.
  • closePublish outdated pricing, product claims or platform availability.