CASSI (LOOZELY) 🇺🇸 2023: Year In Review
Head of growth, founder
As we reflect on another year of building, we feel grateful for all the amazing things we have achieved together. We shipped 20+ small and medium features, added 32 automated sequences, internal tools templates, building a great team, and grew our passionate community 3X
Before we dive into what’s coming in 2024, let's take a brief moment to see what we managed to accomplish in 2023.
More credibility
As a small business owner, your time and focus are your most finite resources. So even if web design is a creative outlet from time to time, it can also be time-consuming and expensive.
That’s why we’re short-cutting your design process with our latest feature release: "all-done-for-you" section templates.
Instead of building each webpage brick-by-brick, one element at a time, we’ve designed 20+ section templates for life insurance to help you design and launch within 24 hours
More ads
Since the end of Q1, 2023, we've added 7 to the collections
· Nurse
· Trucker
· First responders
· Final expense
· Veteran
· Mortgage protection
· IBC/IUL
More emails
We completely rebuilt how emails are written and sent.
Emails have long existed in CASSI (loozely), but previously, the system only send email once a week, over 100-200 words, random hours (9-5) and without calendar link.
Shorter emails, better headline, shorter and sent at 4:30 am
Dashboard revamped
You can create and design dashboards to show the information that you want exactly how you want to see it.
While designing the dashboard, you can rearrange or remove the components that you have already added and change the height and width of a component
More "one" click
"stop it" - Stop automation / bot
"ghostbuster" - Restart automation after ghosting
"application taken" - send thank you email, 7 days follow up on policy delivery, send thank you SMS
"policy approved" - send email, sms, put them into monthly email campaign
"no show" - send email, sms, put them back into campaign if no answer
ChatGPT
Just easier to talk to GPT inside the dashboard
More AI
With the advancement of AI, we’ve always been on the lookout to harness the value it could bring to our users. Back in March 2023, we introduced AI features, enabling builders to generate app copy and images with AI as well as create their own Facebook ads with "clicks"
Forever "nurture"
We completely rebuilt how emails and SMS are written and sent.
Emails have long existed in CASSI (loozely), but previously, the system only send email once a week, over 100-200 words, random hours (9-5) and without calendar link.
Shorter emails, better headline, shorter and sent at 4:30 am
CASSI Support Chat
A simple help desk system for you, 18/7 - 365
Feature Request
Welcome to the feature request part of our community! We want you to get involved in our development process.
Share and vote on features you would like to see implemented in the platform so we can build a roadmap together that best reflects your needs.
Auto DND
Your SMS inbox can get overwhelming once you you have 1000 prospects. Negative responses will be instantly transferred from your SMS inbox to "read" messages and put into the "DND" pipeline (for additional evaluation).
Thanks Jay! This feature can be turn off
What’s Coming in 2024 ?
We couldn't be more excited for 2024 and can’t wait to announce the next big milestones and product updates we are working on!
Our main goals for the year are to…
Make CASSI more powerful for advanced business use cases— so you can cut your bills for other SaaS and "browsers" + A broader range of data sources, e.g. FB, GMB, appointments, ROI, and more.
Q1-Q2
*Enter the AI Era
Welcome to the era of the AI Callers!
Imagine this: Hundreds of leads contacted daily, flawlessly, without any interruptions or human constraints.
No breaks, no sick days, just non-stop, perfect calls, and you don't need to hire any full-time employees for it.
Sounds almost futuristic, right? Well, the future is here
Making appointments, handling inbound calls for top-notch customer service. And much, much more - sky's the limit!
And it cost 10X less
*Blog & Articles Space
We’re re-building all the blocks & web sections as a scalable system. The new version of site will…
Let you easily apply consistent colors, font, and other styling options throughout the site Include long-waited features on certain layouts (articles, blogs)
Most importantly, it will serve as a good foundation for future improvements to be added a lot faster!
Builds Loyalty And Trust, Increases Visibility, Brand Awareness and of course....
Get you more leads!!
Digital Assistant 3.0
Making 'it" better..
- Can suggest 3 different times available in user calendar, the 1st. text
- Can read zip code to suggest time in "contact" timezone
- 24/7 customer service bot that can answer specific questions like "can you send me a quote" or "tomorrow" the right way
*More Funnels
By giving the reader as much information as possible, long form copy aims to really sell the reader on your product or service. This covers items like attributes, advantages, endorsements, special value propositions, case studies, etc.
Backlinks: Research has shown that long-form content gets 77.2% more links than short content
*LinkedIn AI Lead Generation (from dashboard)
Advanced AI toolset lets you fill your pipeline with qualified decision-makers from LinkedIn quickly and consistently.
- Start on real connections, not cold leads
- Make messaging personal, not spammy
- Prospecting while you sleep
