First AI client is a CEO and I don't want to mess it up, need your wisdom ๐Ÿ™
Hey everyone! ๐Ÿ™ I could really use some guidance and I'd be super grateful for any tips.
So here's my story: I'm pretty early in my AI journey, still learning a lot, but I went to a 3-day seminar, got talking to people, and mentioned I build AI automation and software. One of them turned out to be the CEO of a big distribution company. I built her a custom inbox-assistant demo for her business and she absolutely loved it.
Now I've got a call coming up to talk price and how we move forward, and honestly I'm a bit nervous because it's my first real client and she's a CEO of a serious company. She knows I'm early in this, which helps, but I still want to do it properly.
Her situation: she gets 200 to 300 emails a day in Outlook (Microsoft 365). She wants the AI to sort and prioritize her inbox, write drafts in her tone (English, Dutch, French), and give her a daily brief. The company is fully Microsoft, so it'll need their IT to approve the security side.
I'd love any guidance on a few things:
  1. Best way to connect securely to Outlook/Microsoft 365? Microsoft Graph directly, or a provider like Nylas/Unipile? Want it to pass their IT review.
  2. How would you price something like this for a real company (setup + monthly)?
  3. Anything to watch out for when working with a Microsoft company that has IT security checks?
  4. Any tips for keeping the AI draft-only so nothing sends without her approval?
I've built the demo and even put together a proposal, just want to make sure I deliver this well. Thank you so much in advance, this community is awesome! ๐Ÿ™
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Emanuel Botez
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First AI client is a CEO and I don't want to mess it up, need your wisdom ๐Ÿ™
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