UBS <> OneAI: Kickoff

Date: 2026-01-05 | Duration: 89.83000183105469 min | Account: ubs-mailing

External attendees: mmorgan@ubsmailing.com, nancy@ubsmailing.com, vance@ubsmailing.com

Summary

Mark Morgan led the meeting to address the sales challenges faced by the client, a broad equipment dealer with a product line of 200-300 items primarily in Florida. The sales team struggles with 60% of calls going to voicemail, prompting the need to expand their 20,000 contact database to 100,000. The client aims to utilize AI for appointment setting to increase sales volume without hiring more staff, especially in light of rising hardware costs due to tariffs. An onboarding plan was established, including a kickoff, a 5-day setup, and live optimization workshops. The AI will handle calls persistently, and a direct integration with Zoho CRM is required for seamless data flow. The goal is to generate 120 meetings monthly while ensuring transparency and collaboration throughout the process.

Key Points

📞 Sales Team Challenges: 60% of calls to voicemail; database currently holds 20,000 contacts, aiming for 100,000 to boost sales. 📈 Growth Strategy: Focus on AI-driven appointment setting to scale without hiring more staff along with increasing sales volume. 🚀 AI Rollout Plan: Initial live testing for 1–2 hours; 12 calls per contact over days for effective connection rates. 🔗 CRM Integration: Direct integration with Zoho CRM required for real-time data flow, including flags for uncontactable leads. 📅 Appointment Goals: AI to generate 120 meetings monthly, maximizing each contact’s potential while avoiding double bookings. 🤝 Collaboration Emphasis: Transparency in AI performance; regular optimization meetings to adjust scripts and improve overall strategy.

Overview

• Sales Team Challenges: 60% of calls to voicemail; database currently holds 20,000 contacts, aiming for 100,000 to boost sales.
• Growth Strategy: Focus on AI-driven appointment setting to scale without hiring more staff along with increasing sales volume.
• AI Rollout Plan: Initial live testing for 1–2 hours; 12 calls per contact over days for effective connection rates.
• CRM Integration: Direct integration with Zoho CRM required for real-time data flow, including flags for uncontactable leads.
• Appointment Goals: AI to generate 120 meetings monthly, maximizing each contact’s potential while avoiding double bookings.
• Collaboration Emphasis: Transparency in AI performance; regular optimization meetings to adjust scripts and improve overall strategy.

Action Items

Daniella Block Send API documentation and sample contact list template to UBS (00:31) Schedule technical integration meeting with UBS team and engineering lead Roy Lahav (00:31) Schedule optimization workshop after initial scripts and tests are ready (01:05) Provide UBS with studio platform navigation guide and studio account access support (01:05) Confirm calling hours, holidays, and any other restrictions with UBS for scheduling AI calls (00:43) Coordinate with engineering and UBS on handling duplicate phone numbers, extensions, and multiple contacts per account during calls (01:26) Follow up on do-not-call list sync and unreachable number reporting integration with UBS (01:12) Manage AI script construction using UBS documents and prepare initial version for review (00:58)

Nancy Participate in tech integration meeting to discuss Zoho CRM API setup for contact passing and scheduling (00:30)

Vance m Provide UBS CRM sample data with contact details and flags to One AI for setup (00:30) Share cell phone number(s) for urgent communication with One AI (01:07) Compile internal questions and documents for review with One AI during technical meetings (00:27) Coordinate internally with team to finalize call scripts and objections for One AI to build from (00:58)

Mark Morgan Lead input on business use case and goals, confirm strategic directions and priorities during discussions (00:07)

Yochai Levi Lead marketing alignment and assist in clarifying AI features and business logic integration (00:00)