In this AI marketing podcast episode, Dan Sanchez interviews Fer Patel, Director of Special Projects at HighLevel, to explore how AI-powered conversational marketing is revolutionizing lead engagement and sales conversion. Fer shares his journey from fintech to marketing, his discovery of HighLevel, and how its conversational tools and AI voice agents are helping businesses respond faster, book more appointments, and reduce missed opportunities. Whether you're an agency or a solo operator, you'll learn how to harness AI to scale your client communications and revenue.
My Favorite AI Tools
Tella (AI screen recording app I record all my solo episodes with) - https://danchez.com/tella
High Level (My all in one marketing platform) - https://danchez.com/highlevel
Zencastr (Best AI podcast tool) - https://danchez.com/podtools
n8n (my favorite AI automation tool) - https://danchez.com/n8n
Resources Mentioned
Test My Voice Agent By Calling 👉 1-615-610-0721
Timestamps
02:30 - Fer's background and journey into marketing tech
05:00 - Dan's early automation with Infusionsoft
07:00 - HighLevel's agency-first features like snapshots
10:00 - The evolution into an all-in-one CRM with robust AI tools
14:00 - Conversational marketing channels supported by HighLevel
22:00 - How HighLevel's AI voice agents work and real-world examples
35:00 - Voice vs. chat AI ethics and best practices
40:00 - Actions AI voice agents can take, from SMS to API webhooks
48:00 - Upcoming features and the future of CRM-integrated AI agents