Goldy AI Assistant
Custom AI tool that acts as both a sales assistant and an ROI tracker for virtual assistant services
2
Team Size
1 Month
Development Time
About the Client
27
Employees
Florida, USA
Location
The Challenge
Needed a way to close more clients and prove VA value to existing ones
Struggled to demonstrate the concrete ROI of the work performed by virtual assistants
Sales calls needed more convincing proof of value to increase conversion
Internal tracking of VA impact was manual and inefficient
Wanted to help clients stay in their 'Genius Zone' by systemizing task tracking
Our Solution
Built Goldy AI – an assistant that tracks, categorizes, and visualizes the ROI of daily VA tasks
Development Timeline
1 month to MVP; ongoing development partnership
Approach
Focused on dual use case: real-time sales enablement and post-sale impact tracking for clients
Result
Integrated into all sales calls and client portals; improved conversion and client retention
Project Gallery
Watch It In Action
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