How to Service Your First AI Automation Agency Client ($3000 EACH)

Summary

In this video, Liam Otley guides beginners on servicing their first AI automation client, using a real-world chatbot project as a case study. He outlines key phases including planning, building, deploying, and reviewing the chatbot, emphasizing the importance of understanding client needs and delivering tailored solutions. Liam also discusses strategies for upselling additional services and establishing long-term partnerships with clients. He encourages viewers to engage with his community for further support and insights, making it a valuable resource for aspiring AI automation professionals.

Takeaways

• 😀 Understand the process of servicing your first AI automation client step by step, including planning, building, and deploying chatbots.
• 😀 Identify the specific needs of clients to determine the value your chatbot can provide, such as lead nurturing and customer support.
• 😀 Utilize tools like Figma to visually design conversation flows and functionalities for the chatbot.
• 😀 Leverage a tech stack combining platforms like Botpress and Stack AI to enhance chatbot capabilities.
• 😀 Provide clients with a testing link to gather feedback and make iterative improvements to the chatbot.
• 😀 Ensure smooth deployment by setting up the chatbot on the client's platform and providing integration support.
• 😀 Use chatbots as a starting point to build trust with clients and position yourself as an AI expert.
• 😀 Conduct comprehensive business audits to identify additional areas for automation within client operations.
• 😀 Offer upsell opportunities, such as integrations or analysis systems, to increase client value and revenue.
• 😀 Join community forums and newsletters for ongoing support and knowledge sharing about AI automation.

Q & A

What is the main focus of the video?

The video guides beginners on how to service their first AI automation client, using a real-world example.

Who is the presenter, and what is his background?

The presenter is Liam Otley, the owner of an AI development company called Morningside AI, which helps businesses create AI applications and automation solutions.

What are the key phases of servicing an AI client outlined in the video?

The key phases include signing the client, planning, building, deploying, reviewing, and upselling.

How does the presenter suggest generating leads for AI services?

He mentions using platforms like YouTube for lead generation and emphasizes the importance of building a personal brand.

What type of chatbot is recommended for beginners?

The presenter recommends focusing on outward-facing chatbots that handle lead nurturing, capture, customer support, and conversion events.

What tools does Liam Otley use to build the chatbot?

He uses Botpress for chatbot logic and Stack AI for advanced querying functionalities.

What is the significance of the business audit mentioned in the video?

Business audits help identify areas where AI can augment or automate tasks, making it easier to propose specific solutions to clients.

How can upselling be effectively implemented according to the video?

Upselling can be done by showcasing initial successes with chatbots and then offering additional services to further improve the client's business operations.

What advice is given for the review process with the client?

It's advised to collect consolidated feedback from the client rather than engaging in constant back-and-forth communication to streamline revisions.

What future content is promised in the video regarding client acquisition?

The presenter promises to share strategies on selecting a niche, finding potential clients, contacting them, pitching, and pricing services in upcoming videos.