AI Agency Training Guide

Complete guide to building your own AI and automation agency. Learn the services, tools, processes, and strategies needed to succeed as an AI solution provider.

6
Core Services
7
Process Steps
20+
Tools Covered
Complete
Framework

6 Core AI & Automation Services

Master these fundamental services to build a successful AI agency

The Custom Chatbot

Simple chatbot interface that takes users through company products and offerings, or communicates about specific services.

Applications:

Website visitor engagement
Lead qualification systems
Customer support automation
Quote process forms

Target Clients:

Small businessesStartupsEnterprises needing customer support
The Custom Web App

Web applications powered by AI or automation features, built using no-code tools with integrated assistants or chatbots.

Applications:

Smart CRM Dashboards
SDR bots with platform integration
Intelligent product websites
Custom internal tools

Target Clients:

SolopreneursMid-market teamsEnterprise consultants
The Custom Assistant/Agent

Tools using Large Language Models to build intelligent workforce solutions with knowledge bases and external integrations.

Applications:

Centralized knowledge bases
Sales data analysis
Customer support guidance
Multi-step task execution

Target Clients:

Companies with deep institutional knowledgeInternal efficiency seekers
The Custom GPT (OpenAI)

Specialized ChatGPT versions tailored to specific purposes with custom instructions and knowledge files.

Applications:

Marketing copy assistants
Product support systems
Internal policy guides
Strategic brainstorming tools

Target Clients:

Marketing agenciesSoftware companiesEducational institutions
The Custom Automation(s)

Workflows connecting different applications to perform tasks automatically, eliminating manual work and human error.

Applications:

Sales funnel automation
Marketing workflow streamlining
Operations error-proofing
Tech stack integration

Target Clients:

Professional servicesE-commerce businessesMarketing agencies
The Custom SMS/Voice Apps

APIs for sending/receiving texts and calls, enhanced with AI for interactive communication systems.

Applications:

Appointment reminders
Interactive surveys
AI phone answering
Mass notifications

Target Clients:

Healthcare providersSalonsHome service companies

7-Step Delivery Process

A structured approach for delivering high-quality work and ensuring client satisfaction

1

Discovery and Scoping

Thorough consultation to understand client's business, pain points, and goals. Define scope, deliverables, and success metrics.

2

Proposal and Agreement

Create detailed proposal outlining project scope, timeline, and cost. Secure signed contract before work begins.

3

Design and Prototyping

For complex projects, create designs or prototypes to get client feedback early in the process.

4

Development and Implementation

Build the solution using chosen no-code/low-code tools. Provide regular client updates.

5

Testing and Quality Assurance

Thoroughly test solution and conduct user acceptance testing with client participation.

6

Deployment and Handover

Deploy to live environment and provide necessary training and documentation.

7

Support and Maintenance

Offer ongoing support packages to ensure continued smooth operation and improvements.

Sales & Marketing Strategies

Proven strategies to get your first clients and grow your AI agency

Niche Down

Specialize in particular industries or specific services for more targeted marketing.

Develop Strong Portfolio

Create showcase work even at reduced rates to demonstrate skills and results.

Content Marketing

Create blog posts, case studies, and social content demonstrating expertise.

Networking

Attend business events and connect with professionals on LinkedIn.

Partnerships

Collaborate with web design firms and marketing agencies for referrals.

Cold Outreach

Send well-crafted, personalized emails or LinkedIn messages to prospects.

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