๐ค AI Automation Agency System
๐งญ Strategy & Client Onboarding
Define ideal client profile
Collect client business requirements
Identify repetitive tasks to automate
Sign contract + NDA
โ๏ธ Tools & System Setup
Choose automation tools (Zapier, Make, GPT API)
Connect CRMs, CMS, chat, and forms
Build automation blueprint or mindmap
๐งช Automation Development
Develop and test automation workflows
Implement AI responses (chatbot, email, SMS)
Add fallback logic + error alerts
๐ Deployment & Monitoring
Go live with automation
Set daily/weekly monitoring tasks
Track KPIs (time saved, lead conversion, support time)
๐ Optimization & Reporting
Gather feedback from client weekly
Optimize performance bottlenecks
Monthly report generation
๐ Export to PDF