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Geoship AI
Transformation Case Study

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

  • Marketing Sales Investment
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Why Align?

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

Departments Transformed

Marketing

Sales

Investment

Tech Stack

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Geoship Wanted to Increase Qualified Investors and Buyers

Marketing
Acquisition Pipeline

Identifying a steady pipeline of qualified investors and buyers

Deal Management Automation

Staying organized and proactive with follow ups

Strategic Data

Lack of structure data making it challenging to make choices

AI Personalized Communication

Efficiently managing prospect and investor communications.

The Solution and Results

6 months leveraging the Align – Automate – Achieve methodology to achieve the desired initiatives.

Results Achieved

$2.4 million

Raised from Crowdfunding Campaign

$350 million

In Order Deposits

40%

Increased Efficiency in Sales and Investor Management

2 Days

Add Per Team Member in Weekly Productivity

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Sales, Crowdfunding, and Accredited Investor Pipeline Mapping

  • Identifying where AI will enhance 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 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 maintained the values of Geoship in its conversations.
  • It would answer questions and then capture email, schedule a call with an associate, book a deposit and enter the segmented data into Hubspot CRM
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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, 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

  • 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
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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
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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
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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 Organized Meetings and Agendas
    • 2. Intentional agendas that link to working operational systems
    • 3. KPI Dashboard Focused Meetings

      4. 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 architect our AI, automation and data strategy empowered the team and I to focus on investor and sales growth on a foundation of organization, efficiency and accurate data driven choices.
micha-mikailian
Micha Mikailian
CEO

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