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ASK SANTA FOR QUALIFIED CLIENT LEADS THIS CHRISTMAS!

Have you checked on your sales quotas lately? Are you on track to meet your goals by the end of the year? If so, congratulations! If not, well… read on and see if we can help you out.

By now the benefits of launching a simple chatbot pilot program are well known but let me point out the most prominent advantage: everyone who engages with the bot and leaves their contact information becomes a qualified lead who’s actually interested in the product or service on offer. When you contact that person, it won’t be another frustrating cold call, but a positive experience with someone who actually asked for something that you can provide.

While launching a chatbot pilot might seem a bit daunting at first, especially if you have no experience with automated systems, don’t worry, we’re here to help. We’ve already written about how to tackle most major roadblocks that come up in a chatbot pilot project in an earlier article, so now we’ll concentrate on some best practice tips on how to get everything done in time for the holidays.

Let’s break it down by month, shall we?

beach-blue-sky-cheerful-452738

August

Have a great holiday, relax, or enjoy your vacation however you like! While you’re there you might like to read about an advanced chatbot solutions, such as Dorsum’s Botboarding platform, which won the prestigious Best of Show award at Finovate Europe, as well as the Juniper Innovation Award.

Come back in September and we’ll get started! Bye!

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September

Oh, you’re back already? How was the holiday? Are you feeling rested and ready for work? Good! 😊

Let’s get to it!

Your most important task for this month will be to make a couple of important decisions about the bot’s purpose, content, and key performance indicators. However, you should also start looking at potential vendors. Nothing concrete yet, but at least have a rough idea of the most likely candidates for the project.

Okay. To start off, you must decide on the purpose of the bot. Here are just a couple of examples of what we mean by that:

  • Will the bot be a simple novelty to engage new clients?
  • Should the bot simply be a way to provide quick access to information?
  • Is the bot considered a separate channel or will it compliment others?
  • Will the bot focus on Frequently Asked Questions or marketing campaigns?

You should also decide on the products or services you wish to cover with the bot. As a rule of thumb, a chatbot pilot should focus on 1-2 key useful features (such as price calculators, location services, opening hours, etc.) along with 2-3 products or services. There should also be many opportunities for the clients to leave their contact information. If you’re not sure where to start, try reviewing your e-mail data or your website’s internal search history to find out what your customers are interested in the most.

Next, specify the type and the amount of information you wish to convey with the bot. This is important to decide at this early stage, as the business side usually tries to include too much information, while the marketing side would only use bulletin points, not to mention the requirements from the legal department… Let’s use a credit card product as an example. What content should be included?

  • General information (such as card types, advantages, usage information)
  • Detailed information (such as prices, fees, waiting times, etc)
  • Concrete actions (such as Lost / damaged card handling or new card ordering)
  • Calculation implementation
  • Frequently asked questions (every question type that usually comes up)

Also determine if you’ll provide human assistance for the users at any point. If yes, figure out who will be on hand to take over from the bot when needed.

Finally, don’t forget to set up some key performance indicators to be able to measure if the pilot was a success! Try to determine the criteria that deems a chat session successful. For example:

  • The user read all the available information about the product
  • The user asked for help and got in contact with a customer support person
  • The user left their contact information, generating a sales lead
  • The user engaged with the bot for more than x amount of times

Got all that? Phew… nice!

This preparation work shouldn’t take you all month, but the time you put in will be well worth your while. It will provide you with a clear goal to shoot for when you start development.

Speaking of development, it’s time to pin down the developer, so for the rest of September focus on finalizing your initial research and find a partner you feel you’re comfortable with. You could also ask for a proposal from the potential candidates. Have all the information we’ve gathered about your needs and requirements ready and include them in your request for proposals! This will allow your potential partners to understand the project better, and in turn they’ll be able to provide you with a more accurate timeframe as well as give a reasonable estimate for the price. For example, our firm is always straight-forward when it comes to pricing. If your requirements are clear, we can give you concrete numbers and you won’t have to worry about additional hidden fees.

For a general pilot program, 2 months of development time should be enough for an experienced Vendor.

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October

By the middle of October, you should have the vendor selected, and the contract signed. Thanks to the decisions made up to this point, the vendor will already have a good understanding of what you expect from them. Now is the time to provide some additional information so they can start working on your prototype as soon as possible.

First, you must come up with a personality for the bot. Don’t forget to include your Marketing or Communications departments when making these decisions, as they will surely have concrete ideas in mind as to how the bot should behave.  Should it be…

  • Friendly (does it encourage the users?); Playful (does it tell jokes?); Neutral; Business like (does the bot address the user as a business partner or an unknown person?); Professional; Etc.

Also, if you have a mascot, you might consider using their image as the face of the bot. If not, decide on weather to use a photo, a human-like drawing, or a cute caricature. Here are some examples:

Bot_1Bot_2Bot_3

 

 

 

Keep in mind that the bot’s appearance and personality should have a big presence in the marketing campaign for the chatbot service, so the tone of the campaign should reflect the personality of the bot.

Discuss the results of these decisions with the Vendor, and by the end of October they should be ready with the first version of the bot’s prototype.

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November

Start the month off with a Brainstorming session with the Vendor. Gather every stakeholder from your side, such as Business, Marketing, Communication, Legal, IT, etc. and test the prototype together with the Vendor. You will come across many bugs, errors and mistakes, but you’ll also get a better understanding of what works, and what the focus should be. Now is the time to adjust your goals to reflect these experiences and come to an agreement on what the pilot’s final scope should be.

The vendor should then go and prepare a second prototype based on your feedback.

In the meantime, you can use this period to answer some questions about the bot’s administration which no doubt will come up when the pilot goes live. There are no right or wrong answers to these questions, but it’s best to be prepared, so make sure to think about the following:

  1. Who will be the administrators of the bot? – The Sales dept.? Marketing? The Call Center?
  2. Who will monitor the information provided by the bot? – Who will check the spelling of the copywriting? Who will check the accuracy of the content? Who will check if the bot’s working at all or not?
  3. Who will notify the administrator if a change is needed? – Product managers? The sales staff? Appointed contacts from all departments?
  4. Who will update any outdated information? – The Vendor? The administrators?
  5. Who will authorize any changes made to the bot? – Department Heads? Middle managers?
  6. What type of data will you be asking the users to provide? – Will it include personal information? Do you have a data processing and handling policy?

By the middle of November, the second prototype should be ready. The same group should test the bot again and send all feedback to the Vendor, who’ll be able to make the third and final prototype based on this information by the end of November.

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December

With the final prototype finished, the pilot project is ready to be launched.

If you wish to see real activity from the bot, a marketing campaign informing your clients about the new communication platform should be launched along with the pilot.

The Vendor should take an active role in checking on people talking with the bot in the first few weeks, analysing their behaviour, and making small changes to the chat workflow on the fly, to iron out any bugs or logical errors that may have slipped through the testing phase.

And after all that, all you have to do is log into your CRM system or check on the bot’s reporting screens for all the qualified lead contacts coming in, waiting to buy your product or service, just in time for the Holidays.

What a nice gift from Santa! 🎅🏻 🎅🏻 🎅🏻

Ps.: Don’t forget to take another vacation for the end of the year! You’ve earned it!

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Every good business relationship starts with a single step!

Martina Bagarić Maršić

Head of Business Development CEE Region

Martina doesn’t believe in transactional sales — she builds business ecosystems based on genuine partnership. With over 15 years in the industry, she consciously steps away from aggressive tactics, championing an “ethical sales” approach instead. For her, building transparency and trust is the absolute core of any business relationship. A secret introvert, she relies on a quiet hour of morning routine to recharge her inner peace, ensuring she can give her absolute best to her clients all day.

Her superpower? 
Reading the room. She instantly decodes true needs, so clients feel like partners, not just transactions.

What won’t she do? 
Parachute jump. She will gladly help redesign your business strategy or share practical life advice, but she will never jump out of a perfectly good airplane.

Kadra Aden

Head of UK Product

Kadra started her career writing code, which means she doesn’t just manage products, she understands their DNA. As Head of UK Product, she uses this technical fluency to translate complex business needs into reality. She digs past the initial “wish list” to find the actual root problem, ensuring Dorsum builds solutions that work in the real world, not just on a whiteboard.

Her superpower? 
The Strategic “No.” She isn’t afraid to kill a weak feature to save the product vision.

What won’t she do? 
Sit still or sing. She works from a treadmill desk to keep moving, but hand her a karaoke mic, and she’ll clear the room instantly.

Hannah Buckle

Head of UK Sales

Hannah proves that high-stakes tech sales doesn’t have to be a rigid, jargon-filled grind. She brings a genuinely fun, open, and relaxed energy to the room, believing that the best partnerships start with a simple, honest chat. And while she keeps things light, she is fiercely persistent when it comes to solving business problems. Whether she is untangling a messy digital ecosystem or helping a team scale, her secret weapon is that she simply never gives up. She operates with radical honesty, zero fluff, and a commitment to keeping the process as enjoyable as it is successful.

Her superpower? 
Relentless persistence. She never gives up on a problem, bringing a fun, conversational vibe to even the toughest business challenges.

What won’t she do? 
Use clinical buzzwords. She solves complex tech puzzles daily, but happily leaves words like “diagnostic” to the Apple Store.

Szilvia Kovácsné Szántai

HR director

Szilvia has been the heart of Dorsum’s community since 2006. While her title says HR Director, she acts more like a human bridge between business logic and employee well-being. She always looks past the bullet points on a CV to find genuine curiosity and loyalty, knowing that true team spirit cannot be automated. She is the kind of leader who will boldly trade a flashy corporate party to secure comprehensive health insurance for everyone. After a week of navigating complex group dynamics, she unplugs completely, relying on time with family and friends 
as her ultimate reset button.

Her superpower? 
Reading the room. She instantly tunes into group dynamics, sensing hidden tensions in a meeting long before anyone says a word.

What won’t she do? 
Talk strategy before coffee. She never sacrifices humanity for results and refuses deep discussions before her own system boots up.

Péter Sallai

Chief Technology Officer

Péter is the kind of CTO who doesn’t just set direction—he understands and enjoys technology all the way down to its deepest layers. He believes great architecture isn’t built for fashion, but for endurance: systems should stay strong under real load and evolve as needs change. At Dorsum, he designs and leads teams building long-lasting platforms that can modernize without big-bang rewrites—stable foundations, modular components, and the mindset of being able to “swap the engine mid-flight.”
He makes strategic choices with engineering pragmatism: spotting what will remain useful versus what’s just noise, and translating complex technical topics into clear language for developers and clients alike. And he stays hands-on—when something matters, he dives in and builds.

His superpower? 
Tech Intuition + Deep Dive. He sees the big picture, but can go all the way into the details when the root cause—or the right decision—lives there.

What won’t he do? 
Predict the lottery. He will happily predict future tech trends, but please don’t ask him about the winning numbers.

Miklós Muszkuly

Chief Project Officer

Miklós began his journey at Dorsum as a trainee in 2008. After expanding his expertise at the Big Four and major banks, he returned to lead our most complex projects with the calm focus of a seasoned athlete. He knows that software is just the final output; true delivery is about providing the stability that makes clients feel completely secure. Operating on the strict philosophy that there is a massive difference between a project being “done” and functioning “well,” he never settles for the former. When project chaos hits, his grounded approach, fueled by family time and sports, ensures our partners always know they will “never walk alone.”

His superpower? 
Elite situation awareness. He instantly decodes complex dynamics, pinpointing the hidden risks and success factors of any project.

What won’t he do? 
Settle for “just working.” He strictly separates functioning from functioning well, and flat-out refuses to compromise.

Magdolna Pánczél

Country Manager

Managing two international subsidiaries requires a rare blend of adaptability and order. While Magdi naturally approaches the corporate world with the logical rigor of a Six Sigma expert, she understands that the people behind the projects are beautifully varied. She operates as a dedicated coach for her teams, patiently explaining the “why” and “how” behind a strategy rather than simply delegating tasks. After a week of successfully organizing complex international operations, she unplugs by embracing the organized chaos of family life and spontaneous weekend travels.

Her superpower? 
Contextual empathy. She instantly tunes into the unique mindset of any new client or culture, finding the exact common ground to build trust.

What won’t she do? 
Stay home on a weekend. After a highly disciplined workweek, she absolutely refuses to sit still on a Saturday.

Gábor Jandácsik

CFO & COO

With a three-decade career spanning both risk management and sales, Gábor brings a rare dual perspective to financial leadership. He approaches his role as CFO and COO much like a classic football defender: he knows the backline offers the best strategic view of the field, but he also understands that without scoring goals, the business cannot win. For him, financial modeling isn’t a tool to hold the team back, but a transparent safety net that empowers the organization to confidently chase growth. After a fast-paced day of balancing risk and reward, he relies on quiet “processing time” to mentally organize his thoughts, keeping his mind clear for genuine human connection.

His superpower? 
Stepping into your shoes. He instantly understands the real motivations of clients and colleagues without judgment.

What won’t he do? 
Walk away wearing them. He avoids unsolicited “if I were you” advice, giving you the context but leaving you the freedom to pick your own pa

Bálint Fischer

Chief Business Development Officer 

Bálint blends banking pragmatism with a builder’s curiosity. Having spent long years sitting in the client’s chair at major financial institutions, he intuitively understands the anxieties of digital transformation before they are even spoken. He is a “visionary doer” who combines a mathematician’s logic with a deep passion for connecting people, ensuring that technology serves human goals, not the other way around. Since joining Dorsum, he has been the driving force behind our international expansion and innovation. 

His superpower? 
Finding the courage to challenge “limits” that exist only in our heads. 

What won’t he do? 
Accept “because we’ve always done it this way”
as a valid answer. He is far too curious for that. 

Róbert Kő

Chairman of the Board

Robert brings the “emotional part” to the boardroom, focusing entirely on the people and trusting the experts with the professional execution. He believes that genuine trust is what carries a project to success, not just the contract. He is the one who finds cooperation even in a defeat, always looking for the positive outcome where others might see a loss.

His superpower? 
Creating balance in any conversation. He instinctively helps partners find their place in a meeting, ensuring the discussion is authentic and leads to a real connection.

What won’t he do? 
Ask “is there another way?”. He simply creates one, even if he must build the bridge himself.

Mariann Mészáros

Chief Executive Officer

Mariann brings over 25 years of enterprise discipline to Dorsum, yet she leads with a refreshing reliance on “common sense” over rigid corporate playbooks. She understands that strategy is nothing without the people who execute it, so she focuses on aligning organizational capability with business targets. For her, profitability is key, but she isn’t afraid to override the financial targets if the long-term market position demands it. She views leadership not as a solo performance, but as a shared responsibility. She strictly adheres to the motto that “no one should be a leader without empathy,”.

Her superpower? 
Balancing Strategy, Culture, and Numbers, instinctively knowing which one needs a push.

What won’t she do? 
Play the lonely hero. Lone wolves look cool in movies, but in business, they just get tired.