SMS Marketing
Harbourline Advisory · SMS
Hi Daniel, it’s Harbourline Advisory. We’ve put together a short guide to getting your accounts ready for year-end.harbourline.example/guideReply STOP to opt out.
Sample message
APG AI Advocate
Your AI Advocate.Your Business.Your Next Level of Growth.
AI Advocate helps your business present itself, engage prospects and develop meaningful connections through personalised, real-time AI interaction.
Built around your own website and business knowledge, guided by coaching principles, and connected to prospecting, messaging, booking and follow-up.
Plans and usage-credit terms are shown before you start. Results depend on your business and how it is set up.
See how an AI Advocate presents a business and guides a conversation.
- Website-aware
- Coaching-led
- Real-time
Why it’s different
More Than a Chatbot, an Avatar or a Video.
A chatbot answers questions, an avatar talks at people and a prerecorded video cannot respond. An AI Advocate is designed to have a conversation about your business.
- A
Website-Aware Intelligence
The experience is designed around your own website, products, services and business context, so a conversation starts from what your business actually offers.
- B
AI Coaching Framework
Built on structured conversation and coaching principles. It acknowledges what the visitor says, understands their needs, asks relevant questions and guides the conversation, rather than reciting promotional content.
- C
Real-Time Interactive Presentation
Visitors can ask questions and explore your business through a live conversation, not only watch a prerecorded video.
An AI Advocate draws only on the information that has been added and configured for your business. It is not a substitute for your judgement, and outcomes depend on your business and how it is set up.
The complete journey
The Growth Path
One path from first contact to continuous growth.
- 01Stage 1Data Intelligence & Prospect AcquisitionEnhance and reactivate your data, then discover new customer opportunities.View stage
- 02Stage 2AI Messaging & EngagementEngage prospects and customers through AI-powered conversations and presentations.View stage
- 03Stage 3Delivery & ConversionDeliver messages through appropriate channels and guide recipients towards action.View stage
- 04Stage 4Booking & TrackingConnect booking journeys, customer activity and campaign tracking.View stage
- 05Stage 5 · The bigger pictureAPG Growth EcosystemConnect your marketing activities with the broader APG business growth ecosystem.View stage
Swipe to see all five stages
1
Stage 1 of 5 · Data Intelligence & Prospect Acquisition
Start With What You Have. Then Find What You Don’t.
Stage 1 has two complementary parts: getting more from the contacts you already hold, and discovering new prospects to engage.
Part A · Database Enhancement & Reactivation
Unlock the Value of Your Existing Database.
Your existing contacts can be a valuable business asset. Organise your data, improve its usefulness and identify opportunities for appropriate follow-up.
- 1Existing Contact Data
- 2Organise & Enhance
- 3Identify Opportunities
- 4Reactivation & Follow-up
Before · scattered records
- almira costa · a.costa@ · — · No tag
- D. reyes · — · 04•• ••• 771 · No tag
- MARK ELLISON · mark.ellison@example · — · Duplicate?
Incomplete, inconsistent, dormant.
After · ready for follow-up
- Almira CostaPast enquiry Friendly check-in
- Daniel ReyesPast client Service update
- Mark EllisonReferral source Thank-you & update
Organised, actionable, appropriate to contact.
Synthetic demonstration records
Part B · Data Mining & New Prospect Acquisition
B2B Prospecting Systems & Services
Discover new opportunities, enrich business information and build structured acquisition campaigns — using APG systems, managed services or a combination of both.
- Systems · tools you use yourself
- Services · APG-supported implementation
2
Stage 2 of 5 · AI Messaging & Engagement
Meet an AI Advocate, Not Just a Message.
Engage prospects and customers through personalised, interactive, real-time conversations and presentations.
AI Advocate
Not simply an automated messaging tool.
An AI Advocate is an interactive AI representative that can understand a business, present relevant information and engage visitors in a natural, personalised conversation.
Informed by our AI Coaching Framework
The conversation is designed to understand the prospect’s context, respond appropriately and guide the conversation according to the selected programme.
It is not a static promotional video, or a conventional chatbot that immediately pushes a call to action.
Illustrative mock interfaces. They do not launch an AI session, and outcomes depend on your business and set-up.
AI presentation programs
Four Programs. Four Kinds of Conversation.
Choose the presentation that fits the conversation you want to have, and watch each one in action.
- Original — Four-in-One AI
Meet Your New AI Business Assistant
Discover how AI can present, engage, converse and support conversion.
See how Engage, Assistant, Presenter and Conversion work together in one continuous AI experience.
- Real Estate AI
Find More Clients. Create More Opportunities.
Discover new ways to generate leads, engage prospects and measure results.
See how AI engagement can support property professionals with prospect conversations and next steps.
- General Business AI
Showcase Your Business with AI
Present who you are, what makes you different and how you help customers.
See how website AI can engage visitors, answer questions and help turn interest into enquiries.
- Affiliate Marketing AI
Build Your Lead Generation Engine
Discover how AI-powered presentations can attract prospects and create new opportunities.
See how personalised AI experiences can introduce offers, engage audiences and guide relevant next steps.
Demonstration videos. Your own AI Advocate is configured around your business, and outcomes depend on how it is set up.
3
Stage 3 of 5 · Delivery & Conversion
Deliver the Right Message. Guide the Next Action.
Connect your AI Advocate conversations with SMS, email and video-powered messaging, and guide recipients towards an appropriate next action.
Email Marketing
Sample email preview
From: Harbourline Advisory
Subject: A short guide for your year-end
Ready for year-end?
We’ve gathered the three things most small teams check before the financial year closes.
View the guideUnsubscribe · Sample email
Video-Powered Messaging
Sample video message
A one-minute introduction from your advisor
A short, personal video explains who we are and what happens in a first conversation.
Book a time to talkSample messages and media are synthetic. Nothing on this page sends a message.
The Connected Conversion Journey
- Message
- Engage
- Landing Page
- Booking
APG does more than deliver a message. An AI Advocate strengthens the Engage step: the recipient steps into a personalised conversation before reaching a relevant landing page and a potential booking or enquiry.
4
Stage 4 of 5 · Booking & Tracking
From Engagement to Measurable Progress.
Understand what happens after a message is delivered, and connect customer engagement with booking and follow-up activities.
A · Booking Centre
From a message to a booking
- Strategy CallLet prospects book a conversation straight from a message or landing page.
- Appointment BookingOffer clear available times and confirm a booking.
- Customer Follow-UpReminders and next steps after the appointment.
Sample booking calendar
Strategy call · 30 minutes
- Mon12
- Tue13
- Wed14
- Thu15
- Fri16
9:30 am10:30 am
Selected: Wed 14 · 10:30 am
Illustrative mock-up: no appointments are created and no calendar is connected.
B · Tracking Dashboard
See what happens after delivery
Illustrative Demo Data — Not Actual Customer Results.
Sample campaign dashboard
Campaign Overview
- 1,240
- Messages delivered
- 318
- Engaged
- 46
- Enquiries
- 19
- Bookings
Message Activity
Engagement Activity
- Link openedSMS · 2 min ago
- Reply receivedSMS · 14 min ago
- Video watchedEmail · 1 hr ago
- Call requestedLanding page · 3 hrs ago
Lead Pipeline
- New46
- Contacted31
- Engaged24
- Booked19
Booking Activity
- Daniel R.Tue 10:30Confirmed
- Almira C.Wed 9:00Requested
- Jun T.Thu 11:00Reminder due
Conversion Tracking
Sample trend over eight weeks
Conversion Funnel
- Messages Delivered500100%
- Messages Opened20040%
- Enquiries Generated408%
- Bookings102%
- 40%
- Open rate (200 of 500 delivered)
- 2%
- Delivered-to-booking (10 of 500)
Illustrative example only. These are not actual APG customer results, typical rates or benchmarks.
Sample figures only. Which metrics are available depends on how your channels and booking are connected.
5
Stage 5 of 5 · APG Growth Ecosystem
Your Growth Doesn’t End With a Conversation.
Connect your AI Advocate with the broader APG ecosystem, bringing together business building, community, coaching and collaboration.
YourAI Advocate Hub
Hub-Centric EcosystemA connected digital foundation for business systems, information and customer engagement.
Community BuildingOpportunities to connect with customers, partners and other business owners.
APG Coaching PlatformGuidance, learning and support for business growth.
Referral Partner ProgramA structured way for businesses and partners to explore referral relationships and collaborative growth.
Start with your AI Advocate. Connect to more opportunities when you are ready.
Ready to Experience a New Way to Engage and Grow?
Start with a free trial, or talk to APG about a solution built around your business.
You’ll see the available plans and any usage-credit terms before you start. Results depend on your business and how the system is set up.
Want a clearer picture first? Request a Free Business Growth Audit