Delivering Automations to Clients (How I Do It)

so you started your AI automation agency you found your first client and you started working on project for them but how do you actually deliver the services in this video I'm going to walk you through exactly how you should deliver your AI Automation Services to your clients including what services you should provide how to deliver them and some tips and tricks along the way as the demand for AI automation agencies continues to grow it is critical for agency owners to master their service delivery whether you're looking to start building your own AI automation agency or you've already built one and are looking to scale your services this video is the right place for you this video is going to be packed with knowledge to help you increase your client satisfaction and your agency's efficiency but before we get started if you're new to the channel my name is Tyler Germain and I founded and operate an AI automation agency called automation unlocked today we're walking through the services that we offer the importance of scoping projects strategies for collecting payments and best practices for starting and delivering projects so let's jump right into the video and unlock the secrets of how to deliver high quality services for your AI automation agency there are two types of offers that stand out systems Automation and custom trained chat Bots systems automation plays a huge role in the world of AI automation While most of these other YouTubers aren't even talking about it it's using make.com and zapier to streamline tasks optimize workflows and increase the overall efficiency of both your agency and your clients it's how our agency got its start and how I recommend all of you get started as well but another essential service that we provide is the ability to create custom trained chat bots on your clients data these chat Bots have completely changed customer support in almost every industry two of the popular no code tools that we use to develop these custom trained chat Bots are bot press and stack AI they both have powerful capabilities to design train and deploy custom chat Bots trained on your data but they have slightly different use cases Bob press works best when it's a templated conversation whereas stack AI which is built directly on Lang Chang is a bit better for customized conversations stack AI is just a visual interface for you to build Lang chain models with but it also hosts the model that means you can interact with it directly via an API call so you can use stag AI in your rate.com automations your zapier automations and you can even include it in your Bob press chat box the best part is it's fairly easy to learn especially when compared to trying to learn Lane chain from scratch Bob press on the other hand allows you to create customized chat Bots but also has Integrations with a lot of major messaging platforms you can integrate your Bot press chat bot directly with apps like WhatsApp slack Discord and let your users use these chat Bots anywhere they want you can also embed the chatbot directly on your website's homepage these chat Bots enhance customer engagement improve response times and provide around-the-clock support for your clients it offers a scalable solution to answer customer inquiries onboard new clients and even facilitate transactions now that we've explored the types of services offered by AI automation agencies let's shift our Focus to one of the most important aspects of doing client work scoping projects scoping a project effectively lays the groundwork to having a successful automation with a satisfied client if you don't scope your projects correctly you're going to end up doing a ton of work with little to show for it so the first step in scoping a project is having a meeting with your client and determining their needs and their desired outcomes by asking the right questions and actively listening to your clients you can align your services with the client's vision and make sure that the partnership is beneficial for both of you and once the objectives are defined it's easy to conduct a feasibility assessment that's when you ask yourself is this even going to be possible you need to assess the feasibility of actually creating this automation that will fulfill your clients and needs most importantly you need to make sure all of the software platforms involved have an API that you can directly connect to by conducting these evaluations up front you allow yourself to identify challenges and propose Solutions before even starting work for the client then you need to clearly Define your Project's timeline clearly defining project milestones and deliverables is crucial for any agency to maintain strong client relationships I recommend breaking the project down into manageable phases and establishing specific Milestones that help Mark the progress but you can also Define the expected deliverables at each stage of the project that will help with transparency and help align expectations with the client make sure that you consider the factors like the complexity of the automation availability of resources and any challenges you might face along the way so you've scoped your project you know it's possible now it's time to take a payment having a solid system to get paid for your clients is obviously crucial for any AI automation agency it's going to impact both the growth and the sustainability of your agency so let's talk about how to do so in order to streamline the payment process it's important to have a good reliable Payment Processing system the platform we use at automation unlocked is stripe.com stripe has a super user-friendly portal that allows us to create invoices add our own custom branding and send them directly to our clients it also has different payment options like credit cards and ACH bank transfers using this professional approach is not only going to increase your agency's image but it's also going to streamline the process for both you and your clients but to receive these payments you're going to need to integrate your bank account directly with stripe the funds will be transferred securely and directly into your account in our case for automation unlocked we use mercury Bank this is definitely not sponsored and I'm not here to give banking advice so you should use whatever Bank suits your business's needs if you're working with clients on retainer you can set up automated recurring payments this is going to significantly streamline your Revenue collection process and it's going to make it way easier to collect those retainer-based models stripe has a really cool subscription feature that allows you to Bill your customers at determined intervals so that's what we use at automation unlocked and now that you know how to collect payments from your clients let's talk about kicking off projects starting things off on the right foot is the way that you're going to set the stage for your business relationship with your clients so here's exactly what you need to know when starting a project with a client you need to have a contract in place I always recommend having a written agreement in place that breaks down the scope of work deliverables timelines payment terms and any other relevant details if you need a template you can head down to the description below join our automation unlock Discord community and we've shared a ton of helpful resources for you to get started while this step might seem a bit formal especially when you're just getting your first client it establishes clear expectations and it also helps you build trust with your clients but how do you access their accounts when you're working with clients it's usually expected to share usernames and passwords for platforms and tools to share these passwords securely you're going to want to use a tool like one password or Dashlane at automation unlocked we personally use Dashlane Dashlane allows you to securely store and share your passwords and logins with your client eliminating the need to share them through insecure messaging platforms like slack or Discord when you centralize your password management you streamline collaboration while still maintaining a high level of security that's important for building trust with your clients and having an efficient agency to Kickstart your client projects it's important to have your client log in and create a mate.com account you're going to want them to add you to this account as a collaborator and you're also going to want them to change their organization name to something descriptive this allows you as an agency owner to easily find their organization as you're searching through the list of organizations that have shared access with you then you should send your client a loom that breaks down the exact process for connecting each of the platforms and you're going to need for your make.com automations we're recording these looms is not 100 necessary but it definitely ensures the fact that our clients are connecting their accounts correctly once you go off and make.com you build your automations it's time to actually deliver the automation to the client this is where a lot of people get stuck I'm going to walk you through the crucial steps and processes that my agency uses to make sure that our clients are happy when we deliver them their final automations before handing over your automation to your client you want to go through thorough quality checks and testing run the automation countless times try to make it fail give it inputs it shouldn't expect you're trying to identify any potential issues or bugs that the automation might run into while the client is using it this is just going to make sure that your clients automation runs 100 as expected and there isn't much need for maintenance or back and forth after the project is delivered if you deliver polished and reliable AI solutions to your clients they're going to keep coming back and they're going to trust you but client feedback is important it plays a vital role in refining and perfecting the final delivered project if the client isn't happy we're not happy so actively listen to their feedback and use it as an opportunity to enhance the solution if you find that they're asking for too much that's okay just tell them that and bundle it into a future project if what you've created is solid so far they're going to want to continue working with you when delivering the final automation to your clients it's important to deliver the project professionally you want to create clear documentation that outlines the functionalities configurations and the usage of the AI automation solution that you created for your client create user guides technical documentation absolutely anything possible to make a smooth transition when you hand over your automation to your clients and then even after delivering your automation to your clients you're going to want to consider offering some sort of Maintenance package just in case anything goes raw I'll get into the pricing for this a little bit in a later video but it's important to know the general concept of a maintenance package right now automation Solutions typically require periodic updates bug fixes and overall enhancements to the entire automation workflow you'll want to establish a clear communication system in a specific process for handling any inquiries that come in in terms of maintenance for previously completed automation projects when you offer long-term support you're showing through the client that you're committing to the long-term success of this automation as opposed to just building the base and letting them run off with it so if you're interested in learning more about starting your own AI automation agency or you're already running one and you're looking for ways to improve it head to the description and click the link for our Discord our Discord Community is full of like-minded entrepreneurs just like yourself who are going to help you and grow together as you build your AI automation agency you can also follow me on social media at it's Tyler Germain where I post a ton of helpful content for AI automation agency owners make sure to head down and click that subscribe button click the Bell next to it so you get notifications when I post and you won't miss any future AI automation related content that's all for this video I'll see you guys next week

Channel: Tyler Germain

Views: 11,862

Keywords: automation, ai automation, ai automation agency, make.com, zapier, botpress, stack ai, aaa, how to start an ai automation agency, ai agency, chat gpt, ai automation agency course, how to build chatbots, how to start an ai agency, how to start an aaa, AAA service delivery, Ai Automation Service Delivery, ai automation business, zapier tutorial, make.com tutorial, make.com automation

Id: dM6ZycId04Y

Length: 11min 5sec (665 seconds)

Published: Fri Jul 21 2023