How We Plan, Scope & Sell AI Projects in our 100k+/Mo AI Agency

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AI Summary

Video Summary: Planning and Scoping AI Automation Projects

Introduction

• The video provides a four-step framework used by the presenter’s AI agency for planning and delivering AI automation projects.
• The presenter, Ben, has been running an AI agency since 2023 and also manages a community in the AI space.

Disclaimer

• The methods described are based on the presenter’s experience and may not be the only way to plan and deliver AI automation systems.

Framework Overview

1. Project Scoping
   • Define the problem or need.
   • Clarify objectives, specific requirements, and metrics.
   • Gather necessary information to design the system and judge feasibility.
   • Limit the scope to essential information to avoid complexity.
   • Aim to complete scoping within the first two meetings before client payment.
2. System Design
   • Design and establish a process to be automated.
   • Create a roadmap and proposal.
   • Break down projects into smaller parts or phases.
   • Use diagramming software for planning (e.g., FigJam, Whimsical, Lucidchart).
3. Development
   • Build, test, and debug step by step.
   • Implement error handling.
   • Deploy and optimize based on real-world usage and feedback.
4. Deployment and Optimization
   • Iterate and improve the automation system.
   • Maintain open communication with clients, preferably through a platform like Slack.

Example Project

• A coaching business needed to automate the process of handling LinkedIn ad leads.
• The agency broke the project into phases: lead research, lead qualification, and voice agent/email sequences.
• The initial phase provided immediate value by enriching CRM data with lead information.
• The project evolved based on client needs, eventually focusing on email sequences for unqualified leads instead of a voice agent.

Proposal and Pricing

• The proposal includes a breakdown of phases with estimated timeframes and dependencies.
• Subscription-based pricing is recommended for flexibility and ease of adding improvements.

Development Tips

• Use error handlers like “break” modules in automation software (e.g., make.com) to retry failed API calls.
• Test the system with a sample of 10 to 100 examples for debugging.

Conclusion

• The presenter emphasizes the importance of quick wins, client communication, and an MVP approach.
• Future content will cover the onboarding process and automation of agency steps.

Notes

• No detailed instructions such as CLI commands, website URLs, or specific tips were provided in the transcript.
• The video is focused on client projects but the framework is applicable to personal automation projects as well.