Where you should and shouldn't implement AI
Hey guys, I know us agency owners that systems thinking is essential for scale!
So here are some things that you should implement with AI plus things you should keep human
Don'ts: Anything that directly impacts client experience
  • Client updates
  • Client responses
  • Anything to do with calls
Do's: Your processes
  1. CRM updates
  2. Invoice followups
  3. Proposal generation
  4. Contract drafts- make sure service is productized
If you need help implementing automation into your agencies, leave your q's
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Thomas Meredith
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Where you should and shouldn't implement AI