AI Automation Agency Checklist

๐Ÿค– AI Automation Agency System

๐Ÿงญ Strategy & Client Onboarding

Define ideal client profile
Collect client business requirements
Identify repetitive tasks to automate
Sign contract + NDA

โš™๏ธ Tools & System Setup

Choose automation tools (Zapier, Make, GPT API)
Connect CRMs, CMS, chat, and forms
Build automation blueprint or mindmap

๐Ÿงช Automation Development

Develop and test automation workflows
Implement AI responses (chatbot, email, SMS)
Add fallback logic + error alerts

๐Ÿš€ Deployment & Monitoring

Go live with automation
Set daily/weekly monitoring tasks
Track KPIs (time saved, lead conversion, support time)

๐Ÿ” Optimization & Reporting

Gather feedback from client weekly
Optimize performance bottlenecks
Monthly report generation