• author: Liam Ottley

Step-by-Step Guide to Servicing Your First AI Automation Client

In this article, we will provide you with a detailed guide on how to service your very first AI automation client as a beginner. We will walk you through a real-world example from a client that I have personally worked with and showcase the behind-the-scenes process of planning, building, deploying, reviewing, and ultimately handing over the AI solution.

Introduction to AI Automation Agency

Before we dive into the process, let me introduce myself. My name is Liam Otley, and I am the founder of Morningside AI, an AI development company and AI automation agency. At Morningside AI, we help businesses of all sizes create AI applications and products. Additionally, we partner with companies to implement AI solutions that optimize their entire business processes, leading to increased productivity and revenue.

The Client Servicing Process

To service your first AI client successfully, it is essential to follow a structured process. Here is an outline of the key steps involved:

  1. Sign the Client: Before you can start servicing a client, you need to have a client to serve. In upcoming videos, I will share my lead generation and cold outreach methods for acquiring clients. Stay tuned for more information on this aspect of the business.

  2. Identify Client's Needs: Once you have a client, it is crucial to understand their requirements and identify the value you can offer through an AI solution. In the case study discussed in this article, the client was looking for an outward-facing chatbot that could assist with lead nurturing, lead capture, conversion events, and top-tier customer support.

  3. Request Requirements: Once you have clarity on the client's needs, it is important to request specific requirements from them. For example, in this case study, I requested a custom knowledge base feature that would enable the chatbot to answer customer questions effectively. Aligning the chatbot's functionality with the client's objectives is crucial at this stage.

  4. Plan and Design: With the client's requirements in hand, you can now begin the planning and design phase. This involves determining the conversation flow, setting up buttons for interaction, and defining the information that the chatbot will collect from customers. It is recommended to start with a chatbot similar to the one presented in this article to establish a strong foundation and gain experience.

  5. Build and Develop: Once the planning phase is complete, it is time to start building the chatbot. Implement the conversation flow, integrate the knowledge base feature, and ensure smooth functionality. As a beginner, focusing on building chatbots like the one showcased in this article is a good starting point.

  6. Deploy and Test: After building the chatbot, it is crucial to deploy it in a real-world setting and thoroughly test its performance. Ensure that the chatbot functions as intended and provides value to both customers and the client's business. Address any issues and make necessary adjustments during the testing phase.

  7. Review and Refine: Regularly review the chatbot's performance and gather feedback from the client and end-users. Use this feedback to refine and enhance the chatbot's functionality, ensuring that it continually meets the client's needs and delivers a seamless user experience.

  8. Hand Over: Once the chatbot is optimized and delivering results, it is time to hand over the project to the client. Provide necessary documentation and training so that they can manage and maintain the chatbot effectively.

Bonus: 5x Revenue per Customer

In addition to the client servicing process, I will also share a bonus module on how to increase revenue per customer. My company has implemented specific methods that have helped us multiply our revenue by 5 times per customer. Stay tuned for this valuable information towards the end of the article.

Building a Chatbot with Botpress and Stack AI

In this article, we will explore the process of building a chatbot using Botpress and Stack AI. The goal is to create a conversational interface that can effectively engage with users, gather relevant information, and guide them towards desired actions.

Objective and Planning

Before delving into the technical aspects of building the chatbot, it is essential to identify the objectives and plan accordingly. The first step involves understanding the desired outcomes and the type of information the chatbot should collect from users. This information will help in shaping the conversation and determining the direction of interaction.

To visualize the conversation flow, the author suggests using Figma. Figma provides the ability to create a diagram that outlines the chatbot's questions, answers, and captured information. By sharing this diagram with the client, it becomes easier to validate the conversation flow and make any necessary modifications.

Tech Stack

The author's preferred tech stack for this chatbot includes Botpress as the base, responsible for controlling the logic and message transmission. To enhance the functionality and knowledge base querying, Stack AI is combined with Botpress using APIs. This combination ensures a more robust conversational experience for users.

Behind the Scenes of Botpress

Botpress offers a user-friendly interface for building chatbots. It utilizes nodes to execute logic and transitions to guide the conversation flow. The author demonstrates a sample Botpress chatbot, showcasing a concise representation of the logic through JavaScript blocks. The custom code blocks enable capturing information, routing the conversation, and making decisions based on user responses.

One crucial feature of the chatbot is the ability to handle complex queries through Stack AI integration. With a fallback mechanism in place, the chatbot can utilize Stack AI's GPT4 or any other superior language model to provide accurate responses. This empowers the chatbot to offer comprehensive answers and smoothly handle user queries, even if they are outside the knowledge base.

Enriched Lead Capture

In the near future update (V2) of the chatbot, the author plans to incorporate lead capture functionality. After gathering information from users during the conversation, the chatbot will prompt for email addresses and phone numbers to complete a lead capture process. This lead enrichment ensures that businesses have a qualified lead with clear intent and contact details, facilitating targeted email marketing and SMS marketing campaigns.

Leveraging Stack AI's Document Search

To enhance the chatbot's knowledge base querying, the author uses Stack AI's document search feature, powered by GPT 3.5 Turbo. Integrating it with Botpress via APIs allows for more advanced and accurate knowledge base search capabilities, surpassing the limitations of Botpress's native querying functionality.

Testing and Client Collaboration

To ensure the chatbot meets the client's requirements, the author emphasizes the importance of thorough testing and client input. A testing link is shared with the client, enabling them to stress test the chatbot and provide valuable feedback. By encouraging the client to provide detailed feedback in one batch rather than constant back-and-forth communication, the author streamlines the iteration process.

Deployment with Botpress

Once the chatbot has undergone several iterations and received the necessary refinements, it is ready for deployment. The process involves the client creating a Botpress account and adding the author as a collaborator. This allows the author to transfer the chatbot to the client's account, ensuring billing responsibility and autonomy.

The deployment process is simplified through Botpress's integrations, particularly the pre-configured web chat feature. The author illustrates how to generate a chatbot URL for testing and subsequent use. After the successful review process and necessary tweaking, the chatbot is ready to be deployed on the client's platform.

How to 5x Your Revenue per Customer

In order to maximize your revenue per customer, it is crucial to implement upsells effectively. Upselling is a strategy that involves offering additional products or services to existing customers. By utilizing chatbots as a Trojan Horse to gain the trust of businesses, you can position yourself as an AI expert and create opportunities for upselling.

Steps to Implement Upsells:

  1. Start with a Bot: Develop a chatbot that showcases your AI expertise and helps businesses with their specific needs. By providing value through the bot, you establish credibility and earn the trust of your clients.

  2. Analyze Business Needs: Once a client has experienced the benefits of your bot, leverage this opportunity to analyze other areas where AI technology can be applied within their business. For example, you can offer integrations that connect leads to specific platforms or set up an analysis system to categorize and address common customer queries effectively.

  3. Internal Optimization: Look beyond outward-facing chatbots and explore how you can optimize internal processes within the business. If there is unused content that can be repurposed to generate additional value for the company, propose utilizing it to enhance their team's productivity.

  4. Pitching the Benefits: As an AI automation expert, emphasize how your solutions can save businesses money and increase their revenue. Present concrete ways in which you can help them achieve these goals. By providing a clear value proposition, you will become an invaluable partner to your clients.

  5. Full Business Audits and Workshops: To reach the gold standard of AI automation agencies, offer comprehensive business audits and workshops. Assess the strengths and weaknesses of the business and identify tasks that can be augmented or eliminated using AI. With a range of deliverables, you can offer tailored solutions that address each specific area and demonstrate the various ways in which you can assist the business.

By implementing these strategies, you can secure multiple clients who will pay a premium for your AI automation services. As you accumulate 10 to 20 automation projects, you can scale your business further by working on a monthly retainer basis. This approach not only saves time but also proves to be cost-effective for both you and the client.

By following the step-by-step process outlined in this article, you will gain the knowledge and skills required to successfully service your very first ai automation client. remember to focus on identifying client needs, planning and building an effective chatbot solution, and continuously reviewing and refining its performance. and don't forget to apply the bonus tactics for maximizing revenue per customer. good luck on your journey to becoming an ai automation service provider!

note: the information and examples provided in this article are based on a specific case study and may vary based on individual clients and business needs.
Building a chatbot with botpress and stack ai offers a powerful solution for delivering engaging conversational experiences. with the right planning, tech stack, and collaboration, businesses can leverage chatbots to automate customer interactions, gather valuable information, and drive desired actions.

You now have a comprehensive understanding of the servicing process for AI automation agencies. By starting as a freelancer and gaining experience, you can become an AI automation expert. Additionally, we have shared valuable insights on how to 5x your revenue per customer through effective upselling strategies.

As promised, a video on how to sign your first AI automation client is coming soon. It will guide you in selecting a niche, finding potential customers, pitching and closing prospects, and determining fair pricing for your services. To stay updated on the latest news and tips on AI automation, subscribe to our channel and join our community Discord.

Thank you for watching, and we hope you found this article insightful. See you in the next one!

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