Sell These 5 Most In Demand AI Automations in 2026
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So, I sent research agents through So, I sent research agents through recent surveys, marketplaces, job recent surveys, marketplaces, job recent surveys, marketplaces, job listings, case studies, and online listings, case studies, and online listings, case studies, and online communities. And there were five communities. And there were five communities. And there were five workflows that just kept showing up. So, workflows that just kept showing up. So, workflows that just kept showing up. So, in today's video, I'll show you the data in today's video, I'll show you the data in today's video, I'll show you the data behind each one, what I'd build for a behind each one, what I'd build for a behind each one, what I'd build for a portfolio, and why one relevant project portfolio, and why one relevant project portfolio, and why one relevant project can beat 30 impressive demos. And if can beat 30 impressive demos. And if can beat 30 impressive demos. And if you're starting from zero, I'll tell you you're starting from zero, I'll tell you you're starting from zero, I'll tell you which one I'd build first. So, let's not which one I'd build first. So, let's not which one I'd build first. So, let's not waste any time and just get straight waste any time and just get straight waste any time and just get straight into today's video. Okay, so real quick, into today's video. Okay, so real quick, into today's video. Okay, so real quick, I only counted workflows with recent I only counted workflows with recent I only counted workflows with recent buyer demand, real deployments, a clear buyer demand, real deployments, a clear buyer demand, real deployments, a clear buyer, and a result that they can buyer, and a result that they can buyer, and a result that they can actually measure. So, this isn't a actually measure. So, this isn't a actually measure. So, this isn't a market share census. It's a ranking market share census. It's a ranking market share census. It's a ranking based on the strongest evidence that I based on the strongest evidence that I based on the strongest evidence that I was able to find. Now, together, five was able to find. Now, together, five was able to find. Now, together, five automations cover customer acquisition, automations cover customer acquisition, automations cover customer acquisition, service, back office work, and employee service, back office work, and employee service, back office work, and employee operations. So, if you learn these operations. So, if you learn these operations. So, if you learn these patterns, you can genuinely start patterns, you can genuinely start patterns, you can genuinely start mapping out opportunities for automation mapping out opportunities for automation mapping out opportunities for automation across any business. Okay, so first up across any business. Okay, so first up across any business. Okay, so first up is lead qualification and follow-up. is lead qualification and follow-up. is lead qualification and follow-up. This is when a lead comes in and the This is when a lead comes in and the This is when a lead comes in and the workflow enriches the lead, scores it workflow enriches the lead, scores it workflow enriches the lead, scores it against the company's rules, and then against the company's rules, and then against the company's rules, and then collects anything missing. It'll update collects anything missing. It'll update collects anything missing. It'll update the CRM and then it can either start the CRM and then it can either start the CRM and then it can either start following up or it can book a meeting. following up or it can book a meeting. following up or it can book a meeting. The outcome that you're selling here is The outcome that you're selling here is The outcome that you're selling here is fast responses to qualified leads fast responses to qualified leads fast responses to qualified leads without making sales people dig through without making sales people dig through without making sales people dig through a bunch of junk. Salesforce says that a bunch of junk. Salesforce says that a bunch of junk. Salesforce says that Seammens is deploying this type of Seammens is deploying this type of Seammens is deploying this type of system across 2,800 inbound leads a week system across 2,800 inbound leads a week system across 2,800 inbound leads a week using about 50 verification rules. And using about 50 verification rules. And using about 50 verification rules. And those 50 verification rules are where those 50 verification rules are where those 50 verification rules are where the value truly lives because you have the value truly lives because you have the value truly lives because you have to understand how that company defines to understand how that company defines to understand how that company defines what a good lead is. So for a portfolio what a good lead is. So for a portfolio what a good lead is. So for a portfolio project, pick one vertical, maybe project, pick one vertical, maybe project, pick one vertical, maybe commercial cleaning or HVAC. Capture and commercial cleaning or HVAC. Capture and commercial cleaning or HVAC. Capture and enrich the lead, score it, and create enrich the lead, score it, and create enrich the lead, score it, and create the CRM record, then route it by the CRM record, then route it by the CRM record, then route it by territory or by service, and give the
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territory or by service, and give the territory or by service, and give the salesperson a short explanation of that salesperson a short explanation of that salesperson a short explanation of that score. Now, to start, low confidence and score. Now, to start, low confidence and score. Now, to start, low confidence and like unusual leads should still go to a like unusual leads should still go to a like unusual leads should still go to a person rather than being completely person rather than being completely person rather than being completely discarded, at least until you've done discarded, at least until you've done discarded, at least until you've done enough testing to really dial in the enough testing to really dial in the enough testing to really dial in the system. And for this type of automation, system. And for this type of automation, system. And for this type of automation, I'd be tracking response time and the I'd be tracking response time and the I'd be tracking response time and the percentage of qualified leads that percentage of qualified leads that percentage of qualified leads that actually book. And one other thing here actually book. And one other thing here actually book. And one other thing here is like don't go out and build 10 agents is like don't go out and build 10 agents is like don't go out and build 10 agents talking to each other. You just need one talking to each other. You just need one talking to each other. You just need one reliable workflow with clear rules, a reliable workflow with clear rules, a reliable workflow with clear rules, a human handoff, and a clean CRM record, human handoff, and a clean CRM record, human handoff, and a clean CRM record, and that can do the job. It's way and that can do the job. It's way and that can do the job. It's way simpler. Just you don't need to simpler. Just you don't need to simpler. Just you don't need to overengineer. All right, so number two overengineer. All right, so number two overengineer. All right, so number two is customer support. This type of system is customer support. This type of system is customer support. This type of system answers from approved sources. It'll answers from approved sources. It'll answers from approved sources. It'll pull in relevant context and it will pull in relevant context and it will pull in relevant context and it will complete a few safe actions when needed complete a few safe actions when needed complete a few safe actions when needed and it will hand risky cases to a person and it will hand risky cases to a person and it will hand risky cases to a person with a conversation summary. Salesforce with a conversation summary. Salesforce with a conversation summary. Salesforce found that agentic AI adoption in found that agentic AI adoption in found that agentic AI adoption in service organizations went from 39% in service organizations went from 39% in service organizations went from 39% in 2025 to 66% in 2026. And among teams 2025 to 66% in 2026. And among teams 2025 to 66% in 2026. And among teams already using service agents, 70% said already using service agents, 70% said already using service agents, 70% said that they saw measurable value within that they saw measurable value within that they saw measurable value within just 60 days. So let's take like an just 60 days. So let's take like an just 60 days. So let's take like an e-commerce demo for example. You would e-commerce demo for example. You would e-commerce demo for example. You would handle order status, return eligibility, handle order status, return eligibility, handle order status, return eligibility, and address changes. You would need the and address changes. You would need the and address changes. You would need the system to pull in the real order and system to pull in the real order and system to pull in the real order and policy and verify identity before policy and verify identity before policy and verify identity before changing things and escalate refunds, changing things and escalate refunds, changing things and escalate refunds, cancellations, suspicious requests, and cancellations, suspicious requests, and cancellations, suspicious requests, and anything sensitive. The handoff to the anything sensitive. The handoff to the anything sensitive. The handoff to the human should include a summary, the human should include a summary, the human should include a summary, the sources that were used, the actions that sources that were used, the actions that sources that were used, the actions that were taken, and basically like the were taken, and basically like the were taken, and basically like the recommended next steps. Don't make the recommended next steps. Don't make the recommended next steps. Don't make the human start from zero. But of course, human start from zero. But of course, human start from zero. But of course, every company is going to have a every company is going to have a every company is going to have a different process for customer support.
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different process for customer support. different process for customer support. But anyways, this type of project, I But anyways, this type of project, I But anyways, this type of project, I would think about measuring how many would think about measuring how many would think about measuring how many tickets it actually resolves correctly tickets it actually resolves correctly tickets it actually resolves correctly without a person. And then I'd also be without a person. And then I'd also be without a person. And then I'd also be watching the reopen rate because if you watching the reopen rate because if you watching the reopen rate because if you have a high resolution, that doesn't have a high resolution, that doesn't have a high resolution, that doesn't really mean anything if the customers really mean anything if the customers really mean anything if the customers keep coming back because the original keep coming back because the original keep coming back because the original answer from the AI was wrong. All right, answer from the AI was wrong. All right, answer from the AI was wrong. All right, real quick guys. Because I know that a real quick guys. Because I know that a real quick guys. Because I know that a lot of you are building AI agencies and lot of you are building AI agencies and lot of you are building AI agencies and managing agents for multiple clients and managing agents for multiple clients and managing agents for multiple clients and that stuff can get messy pretty quickly that stuff can get messy pretty quickly that stuff can get messy pretty quickly because every client needs their own because every client needs their own because every client needs their own instructions, context, tools, and instructions, context, tools, and instructions, context, tools, and connected accounts. So, Hyper Agent connected accounts. So, Hyper Agent connected accounts. So, Hyper Agent gives you one place to build and manage gives you one place to build and manage gives you one place to build and manage all of those agents. Each agent can have all of those agents. Each agent can have all of those agents. Each agent can have its own system prompt, model, knowledge, its own system prompt, model, knowledge, its own system prompt, model, knowledge, integrations, and automation settings so integrations, and automation settings so integrations, and automation settings so that you can just set up a dedicated that you can just set up a dedicated that you can just set up a dedicated agent for each client or each job. You agent for each client or each job. You agent for each client or each job. You can also share agents through a team. So can also share agents through a team. So can also share agents through a team. So your client can run the agent and keep your client can run the agent and keep your client can run the agent and keep their own threads and outputs while you their own threads and outputs while you their own threads and outputs while you maintain control of the configuration maintain control of the configuration maintain control of the configuration behind it. So they get a clean way to behind it. So they get a clean way to behind it. So they get a clean way to use what you've built without needing to use what you've built without needing to use what you've built without needing to understand all of the technical setup. understand all of the technical setup. understand all of the technical setup. And since Hyper Agent runs in the cloud, And since Hyper Agent runs in the cloud, And since Hyper Agent runs in the cloud, agents can run off a schedule, they can agents can run off a schedule, they can agents can run off a schedule, they can respond in Slack, they can be triggered respond in Slack, they can be triggered respond in Slack, they can be triggered from web hooks, or they can just monitor from web hooks, or they can just monitor from web hooks, or they can just monitor activity through live mode while your activity through live mode while your activity through live mode while your laptop's actually closed and turned off.
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laptop's actually closed and turned off. laptop's actually closed and turned off. So if that sounds useful for your So if that sounds useful for your So if that sounds useful for your agency, then check out Hyper Agent agency, then check out Hyper Agent agency, then check out Hyper Agent through the link in the description. Any through the link in the description. Any through the link in the description. Any paid plan on there will get you $100 in paid plan on there will get you $100 in paid plan on there will get you $100 in bonus credits. So, huge thanks to Hyper bonus credits. So, huge thanks to Hyper bonus credits. So, huge thanks to Hyper Agent for sponsoring this part of the Agent for sponsoring this part of the Agent for sponsoring this part of the video. Now, let's get back to it. All video. Now, let's get back to it. All video. Now, let's get back to it. All right. And number three is a voice AI right. And number three is a voice AI right. And number three is a voice AI receptionist for either missed calls or receptionist for either missed calls or receptionist for either missed calls or after hours calls. So, missed calls. after hours calls. So, missed calls. after hours calls. So, missed calls. This thing can qualify the caller. It This thing can qualify the caller. It This thing can qualify the caller. It can book the appointment. It can update can book the appointment. It can update can book the appointment. It can update the calendar, the CRM. In Fiverr's 2026 the calendar, the CRM. In Fiverr's 2026 the calendar, the CRM. In Fiverr's 2026 trend report, Fiverr compared two trend report, Fiverr compared two trend report, Fiverr compared two six-month periods and found that six-month periods and found that six-month periods and found that searches for AI voice agents were 49% searches for AI voice agents were 49% searches for AI voice agents were 49% higher in the more recent 6 months. So higher in the more recent 6 months. So higher in the more recent 6 months. So for an after hours build, I would for an after hours build, I would for an after hours build, I would probably disclose that it's AI and I probably disclose that it's AI and I probably disclose that it's AI and I would identify the service and the would identify the service and the would identify the service and the urgency. The system can answer approved urgency. The system can answer approved urgency. The system can answer approved questions. It can check the calendar. It questions. It can check the calendar. It questions. It can check the calendar. It can book the appointment. It can send can book the appointment. It can send can book the appointment. It can send confirmations. And anything uncertain or confirmations. And anything uncertain or confirmations. And anything uncertain or urgent should always be routed to a urgent should always be routed to a urgent should always be routed to a person. And if calls are being recorded, person. And if calls are being recorded, person. And if calls are being recorded, make sure that you're following like make sure that you're following like make sure that you're following like local consent and regulation rules and local consent and regulation rules and local consent and regulation rules and privacy rules and things like that. And privacy rules and things like that. And privacy rules and things like that. And make sure you're testing this thing in make sure you're testing this thing in make sure you're testing this thing in the real world. It's messy. You know, the real world. It's messy. You know, the real world. It's messy. You know, there's things like accents, there's things like accents, there's things like accents, interruptions, background noises, interruptions, background noises, interruptions, background noises, emergencies. There's a lot of stuff like emergencies. There's a lot of stuff like emergencies. There's a lot of stuff like that. Now, the cool thing about this that. Now, the cool thing about this that. Now, the cool thing about this one, and honestly, like every automation one, and honestly, like every automation one, and honestly, like every automation that you'll ever build, is that you can that you'll ever build, is that you can that you'll ever build, is that you can have a bunch of different agents have a bunch of different agents have a bunch of different agents essentially stress test the automations essentially stress test the automations essentially stress test the automations to find all of those edge cases that you to find all of those edge cases that you to find all of those edge cases that you might not have thought about. Now, that might not have thought about. Now, that might not have thought about. Now, that obviously isn't like 100% coverage of obviously isn't like 100% coverage of obviously isn't like 100% coverage of all the edge cases, but it definitely all the edge cases, but it definitely all the edge cases, but it definitely helps more than just what your brain can helps more than just what your brain can helps more than just what your brain can do alone, especially because you can do alone, especially because you can do alone, especially because you can have tons of different agents doing all have tons of different agents doing all have tons of different agents doing all of that in parallel. And I think two of of that in parallel. And I think two of of that in parallel. And I think two of the numbers that really matter here are the numbers that really matter here are the numbers that really matter here are recovered bookings and cost per booking.
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recovered bookings and cost per booking. recovered bookings and cost per booking. But I want you to notice the trend here, But I want you to notice the trend here, But I want you to notice the trend here, which is that these automations have a which is that these automations have a which is that these automations have a bunch of different metrics that they're bunch of different metrics that they're bunch of different metrics that they're trying to move or that they ultimately trying to move or that they ultimately trying to move or that they ultimately will move. But what I'm trying to do will move. But what I'm trying to do will move. But what I'm trying to do here is dial in on one or two of each here is dial in on one or two of each here is dial in on one or two of each because that makes the outcome way because that makes the outcome way because that makes the outcome way easier to communicate to the business easier to communicate to the business easier to communicate to the business owner. All right, so now number four is owner. All right, so now number four is owner. All right, so now number four is documenttosystem processing. In a documenttosystem processing. In a documenttosystem processing. In a Microsoft case study, tech custom Microsoft case study, tech custom Microsoft case study, tech custom document workflow saves 40 hours a week document workflow saves 40 hours a week document workflow saves 40 hours a week and has reduced errors by 99%. So and has reduced errors by 99%. So and has reduced errors by 99%. So basically like a document lands in an basically like a document lands in an basically like a document lands in an inbox or a folder or wherever the system inbox or a folder or wherever the system inbox or a folder or wherever the system identifies it and extracts the correct identifies it and extracts the correct identifies it and extracts the correct fields. Then it will basically validate fields. Then it will basically validate fields. Then it will basically validate them against company records. It can them against company records. It can them against company records. It can route the exceptions. It can create route the exceptions. It can create route the exceptions. It can create drafts in the right systems. Zapier also drafts in the right systems. Zapier also drafts in the right systems. Zapier also found that data entry and extraction was found that data entry and extraction was found that data entry and extraction was the most common enterprise AI agent use the most common enterprise AI agent use the most common enterprise AI agent use case at 47%. Now I will admit when it case at 47%. Now I will admit when it case at 47%. Now I will admit when it comes to things like document comes to things like document comes to things like document processing, they are a lot less processing, they are a lot less processing, they are a lot less impressive of a demo compared to impressive of a demo compared to impressive of a demo compared to something like a voice agent. but you something like a voice agent. but you something like a voice agent. but you still have all the saved hours, the still have all the saved hours, the still have all the saved hours, the fewer errors, and a smaller backlog. All fewer errors, and a smaller backlog. All fewer errors, and a smaller backlog. All of those benefits make the ROI of that of those benefits make the ROI of that of those benefits make the ROI of that system really, really easy for the system really, really easy for the system really, really easy for the business owner to understand. And in business owner to understand. And in business owner to understand. And in this whole AI automation space, I've this whole AI automation space, I've this whole AI automation space, I've always said that boring is beautiful.
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always said that boring is beautiful. always said that boring is beautiful. So, build something like invoice So, build something like invoice So, build something like invoice processing. It'll pull invoices from a processing. It'll pull invoices from a processing. It'll pull invoices from a shared inbox. It'll extract the vendor, shared inbox. It'll extract the vendor, shared inbox. It'll extract the vendor, the line items, things like that. It the line items, things like that. It the line items, things like that. It will validate the totals. It will then will validate the totals. It will then will validate the totals. It will then match the purchase order. It will flag match the purchase order. It will flag match the purchase order. It will flag discrepancies and create a draft bill. discrepancies and create a draft bill. discrepancies and create a draft bill. Now, when you're first getting started, Now, when you're first getting started, Now, when you're first getting started, keep these as drafts. So you're keep these as drafts. So you're keep these as drafts. So you're basically letting the AI prepare the basically letting the AI prepare the basically letting the AI prepare the transaction and then obviously you're transaction and then obviously you're transaction and then obviously you're letting a human actually approve and letting a human actually approve and letting a human actually approve and move the money around. And for this type move the money around. And for this type move the money around. And for this type of system, I'd be watching things like of system, I'd be watching things like of system, I'd be watching things like field accuracy and how many drafts need field accuracy and how many drafts need field accuracy and how many drafts need no correction. All right, so number five no correction. All right, so number five no correction. All right, so number five is employee service and onboarding. So is employee service and onboarding. So is employee service and onboarding. So think about a new hire getting started, think about a new hire getting started, think about a new hire getting started, but their laptop and system access still but their laptop and system access still but their laptop and system access still aren't ready because everybody thought aren't ready because everybody thought aren't ready because everybody thought somebody else had handled that. So this somebody else had handled that. So this somebody else had handled that. So this type of automation basically keeps all type of automation basically keeps all type of automation basically keeps all of those things from happening because of those things from happening because of those things from happening because it'll answer policy questions. It'll do it'll answer policy questions. It'll do it'll answer policy questions. It'll do HR and IT requests, approvals, HR and IT requests, approvals, HR and IT requests, approvals, onboarding, offboarding, bunch of onboarding, offboarding, bunch of onboarding, offboarding, bunch of different systems. McKenzie found that different systems. McKenzie found that different systems. McKenzie found that agents show up most often in IT and agents show up most often in IT and agents show up most often in IT and knowledge management, including things knowledge management, including things knowledge management, including things like service desk work. And in a make like service desk work. And in a make like service desk work. And in a make study, a Franklin CVY HR workflow went study, a Franklin CVY HR workflow went study, a Franklin CVY HR workflow went from 30 days just down to 2 hours. So from 30 days just down to 2 hours. So from 30 days just down to 2 hours. So try building an onboarding system. Once try building an onboarding system. Once try building an onboarding system. Once the offer has been signed, route the offer has been signed, route the offer has been signed, route approvals and create access requests approvals and create access requests approvals and create access requests based on the person's role. Then you can based on the person's role. Then you can based on the person's role. Then you can do things like assigning equipment, do things like assigning equipment, do things like assigning equipment, assigning training, answer approved assigning training, answer approved assigning training, answer approved questions, send reminders, and show the questions, send reminders, and show the questions, send reminders, and show the manager what's still left incomplete.
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manager what's still left incomplete. manager what's still left incomplete. But for this type of process, real But for this type of process, real But for this type of process, real account creation would likely still need account creation would likely still need account creation would likely still need manager and system owner approval. And manager and system owner approval. And manager and system owner approval. And the sales cycle might just be a little the sales cycle might just be a little the sales cycle might just be a little longer because of all those like longer because of all those like longer because of all those like permissions. But this type of automation permissions. But this type of automation permissions. But this type of automation really fits mid-size companies that really fits mid-size companies that really fits mid-size companies that onboard people often but still miss onboard people often but still miss onboard people often but still miss steps. And what does this automation steps. And what does this automation steps. And what does this automation look like when it's successful? look like when it's successful? look like when it's successful? Basically means new hires are getting Basically means new hires are getting Basically means new hires are getting ready faster with fewer missed tasks. So ready faster with fewer missed tasks. So ready faster with fewer missed tasks. So those are basically the five. But those are basically the five. But those are basically the five. But knowing what to build is only half the knowing what to build is only half the knowing what to build is only half the job. To sell one of these, you have to job. To sell one of these, you have to job. To sell one of these, you have to understand the process behind it. understand the process behind it. understand the process behind it. Because just copying one of these Because just copying one of these Because just copying one of these diagrams or taking a random process off diagrams or taking a random process off diagrams or taking a random process off the internet and assuming that all the internet and assuming that all the internet and assuming that all onboarding is like that and putting it onboarding is like that and putting it onboarding is like that and putting it into cloud or codeex, that's just not into cloud or codeex, that's just not into cloud or codeex, that's just not enough. You have to interview the person enough. You have to interview the person enough. You have to interview the person doing the work. You have to talk it doing the work. You have to talk it doing the work. You have to talk it through with the stakeholders. You have through with the stakeholders. You have through with the stakeholders. You have to walk through three recent examples at to walk through three recent examples at to walk through three recent examples at least. Not just like the perfect SOP of least. Not just like the perfect SOP of least. Not just like the perfect SOP of how it's supposed to go. You have to how it's supposed to go. You have to how it's supposed to go. You have to look at how it really happens in the look at how it really happens in the look at how it really happens in the real world. Map the triggers, the real world. Map the triggers, the real world. Map the triggers, the systems, the data, the decisions that systems, the data, the decisions that systems, the data, the decisions that follow rules versus decisions that need follow rules versus decisions that need follow rules versus decisions that need AI judgment. Then you have to look at AI judgment. Then you have to look at AI judgment. Then you have to look at things like exceptions, approvals, things like exceptions, approvals, things like exceptions, approvals, success metrics. You will almost always success metrics. You will almost always success metrics. You will almost always need to adapt the build to the company's need to adapt the build to the company's need to adapt the build to the company's actual tech stack and permissions. It's actual tech stack and permissions. It's actual tech stack and permissions. It's really hard to just have like a really hard to just have like a really hard to just have like a one-sizefits-all solution. But once you one-sizefits-all solution. But once you one-sizefits-all solution. But once you know the processes that well, the know the processes that well, the know the processes that well, the business starts seeing you as a trusted business starts seeing you as a trusted business starts seeing you as a trusted operator, a consultant instead of just operator, a consultant instead of just operator, a consultant instead of just another tool builder. And if you're a another tool builder. And if you're a another tool builder. And if you're a beginner, you don't need to access a beginner, you don't need to access a beginner, you don't need to access a real company's data in order to start real company's data in order to start real company's data in order to start building test projects and portfolios.
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building test projects and portfolios. building test projects and portfolios. just use dummy data. So, if I were just use dummy data. So, if I were just use dummy data. So, if I were starting out from zero right now, I'd starting out from zero right now, I'd starting out from zero right now, I'd probably build something like document probably build something like document probably build something like document processing just because it's super easy processing just because it's super easy processing just because it's super easy to test and it's easy to get up and to test and it's easy to get up and to test and it's easy to get up and running for a first project. But if you running for a first project. But if you running for a first project. But if you really know CRM, then maybe build some really know CRM, then maybe build some really know CRM, then maybe build some lead routing. If you really know local lead routing. If you really know local lead routing. If you really know local service businesses, then build a missed service businesses, then build a missed service businesses, then build a missed call recovery workflow. The point I'm call recovery workflow. The point I'm call recovery workflow. The point I'm trying to make here is choose the trying to make here is choose the trying to make here is choose the project closest to the people and the project closest to the people and the project closest to the people and the processes that you already know because processes that you already know because processes that you already know because you could have 30 impressive AI you could have 30 impressive AI you could have 30 impressive AI automations in your portfolio and still automations in your portfolio and still automations in your portfolio and still look risky if every demo feels generic look risky if every demo feels generic look risky if every demo feels generic and it doesn't actually fit what the and it doesn't actually fit what the and it doesn't actually fit what the customer is looking for. So, think about customer is looking for. So, think about customer is looking for. So, think about if you wanted to go have an amazing if you wanted to go have an amazing if you wanted to go have an amazing steak. You probably wouldn't choose the steak. You probably wouldn't choose the steak. You probably wouldn't choose the restaurant that's serving sushi, tacos, restaurant that's serving sushi, tacos, restaurant that's serving sushi, tacos, pizza, steak, and 20 other things. You pizza, steak, and 20 other things. You pizza, steak, and 20 other things. You would choose the steakhouse because you would choose the steakhouse because you would choose the steakhouse because you trust the specialist. An HVAC owner trust the specialist. An HVAC owner trust the specialist. An HVAC owner thinks the same way. They trust the thinks the same way. They trust the thinks the same way. They trust the person who understands emergency calls, person who understands emergency calls, person who understands emergency calls, service areas, dispatch rules, and how a service areas, dispatch rules, and how a service areas, dispatch rules, and how a booked estimate actually reaches their booked estimate actually reaches their booked estimate actually reaches their system. So, a lot of times people ask me system. So, a lot of times people ask me system. So, a lot of times people ask me like, "Oh, what's the best projects to like, "Oh, what's the best projects to like, "Oh, what's the best projects to have in my portfolio?" And my answer have in my portfolio?" And my answer have in my portfolio?" And my answer usually is whatever project solves the usually is whatever project solves the usually is whatever project solves the pain of the person that you're actually pain of the person that you're actually pain of the person that you're actually meeting with. Pick one buyer, one meeting with. Pick one buyer, one meeting with. Pick one buyer, one business process, and one measurable business process, and one measurable business process, and one measurable outcome. Because if you have a portfolio outcome. Because if you have a portfolio outcome. Because if you have a portfolio with 50 things, but they're all with 50 things, but they're all with 50 things, but they're all unrelated and they're just generic, it unrelated and they're just generic, it unrelated and they're just generic, it might feel like that's more impressive, might feel like that's more impressive, might feel like that's more impressive, but actually all you're doing there, I but actually all you're doing there, I but actually all you're doing there, I think, is you're losing the trust of think, is you're losing the trust of think, is you're losing the trust of that business even more. So, the five that business even more. So, the five that business even more. So, the five automations, lead qualification and automations, lead qualification and automations, lead qualification and follow-up, customer support resolution, follow-up, customer support resolution, follow-up, customer support resolution, voice reception and booking, document voice reception and booking, document voice reception and booking, document processing, and employee service and processing, and employee service and processing, and employee service and onboarding. Together, these patterns let onboarding. Together, these patterns let onboarding. Together, these patterns let you start mapping AI across basically you start mapping AI across basically you start mapping AI across basically the entire business from front to back.
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the entire business from front to back. the entire business from front to back. And I know we covered a ton of And I know we covered a ton of And I know we covered a ton of information in today's video, so what I information in today's video, so what I information in today's video, so what I did is I put all of this into a did is I put all of this into a did is I put all of this into a completely free resource guide that you completely free resource guide that you completely free resource guide that you can access in my free school community. can access in my free school community. can access in my free school community. The link for that is down in the The link for that is down in the The link for that is down in the description. But anyways, that is going description. But anyways, that is going description. But anyways, that is going to do it for today. So, if you guys to do it for today. So, if you guys to do it for today. So, if you guys enjoyed the video or you learned enjoyed the video or you learned enjoyed the video or you learned something new, then please give it a something new, then please give it a something new, then please give it a like. It helps me out a ton. And as like. It helps me out a ton. And as like. It helps me out a ton. And as always, I appreciate you guys making it always, I appreciate you guys making it always, I appreciate you guys making it to the end of the video. And I will see to the end of the video. And I will see to the end of the video. And I will see you all in the next one.
Summary
The transcript analyzes common automation workflows identified through market research, specifically focusing on five key areas: customer acquisition, service, back office, and employee operations. The practical takeaway is that mastering these workflows, starting with lead qualification and follow-up, is crucial for demonstrating automation skills and building a strong portfolio, as one well-executed project can be more impactful than numerous demos.