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14 contributions to AI Automation Agency Hub
First audit report, own prompts. What am I missing?
I just finished my first free AI Tools Audit (update in Wins). Lessons 7 and 9 point to prep and report prompts and presentation tools that live in the Accelerator, so I wrote my own prompts and generated the deck myself. The content is there, the deck is not: it came out with overlapping text and I have no reference for whether the output is at the level a client should pay for. What my prompts produce: Prep (lesson 7): hard facts from the form and website, separated from things to verify on the call. What's odd or missing in the answers. 4 to 6 investigation zones, each with question clusters (how do you do it now, then the number). No tools, no solutions. Report (lesson 9): fact base from the transcript with a quote per step, every number with its literal quote, tags per step (time sink, quality risk, revenue leak), opportunity matrix, then the four parts from lesson 9: diagnosis, opportunities, business case, next steps. Where I'm unsure: 1. The output is long. I get an analysis layer plus the report. Is that layer useful, or should the report be the only output? 2. Every opportunity is "now / after" plus what it saves and what it costs. Is that enough for a client to act on, or does a proper report show more (workflow drawings, tool screenshots, something else)? 3. What do you deliberately keep OUT of a first audit report? 4. What do you build the deck with? I generated a .pptx straight from the AI output and it came out broken: text boxes overlapping, blocks covering lines. I don't want to spend evenings fixing slides by hand. I'm looking at Gamma or NotebookLM next, or a fixed template I fill in every time. Which of those actually holds up for you, or is there something better? Any of the four helps. I'd rather fix this before audit number two than after
4 likes • 13d
@Muhammad Reyyan Yeah, ran into that while writing it. My first version had the full setup steps for every recommendation, and at some point I thought, why would he still need me after reading this? So I took them out. Now it just says what to change and what it gets him. The how is for the next conversation
2 likes • 12d
@Muzamil Fatima Yeah that's pretty much where I landed too. The analysis stays on my side now, the report is just findings and what they're worth. Deck is the part I still need to sort out. Testing Gamma and Claude Design this week and then whatever comes out cleanest becomes the fixed template
My audit call ran 40 minutes over. The best finding was in the overtime
My first audit call was supposed to take an hour. It took almost two. My first thought was that I'd messed up. Too many questions, or I was just too slow. So I went back through the recording to see where the time went. Turns out the best part of the whole call was in those extra 40 minutes. Right near the end I asked him a simple question: what happens after you finish a job? He thought about it for a second and said: "Nothing." No follow-up. No check-in a few months later. Nothing. And this is a guy whose biggest goal is more repeat clients. That's now one of the main points in the report. I was supposed to present it to him this week, but it got moved to next week. Either way, if I had stuck to my 60 minutes, I would never have heard it. The call was still too long though. It should fit in an hour. Looking back, I spent a good chunk of it on simple questions like his rate, his markup and his payment terms. Stuff I could have just put in the intake form. By the time I got to the questions that mattered, the hour was gone. When we hit the hour, I asked if he was okay going a bit longer. He had time, so we kept going. If he hadn't, I would have booked a second call. So for the next one, the numbers go in the form. But this was my first audit, and I'd rather learn from people who've done a few more than me. So I'm wondering: 1. Do you ask for numbers in the intake form, or save them for the call? 2. Do you go in with a full list, or just a few must-ask questions? 3. Is there one question you always ask because it tends to uncover the most?
2 likes • 13d
@U. H. Farzana Haque Appreciate the long answer! This guy's actually booked until the end of October, so more leads isn't really his problem right now. It's more what happens after the job. Keeping the 60 seconds one in mind for the next one though
2 likes • 13d
@Malik Ahmed Haha I think this one might've landed under the wrong post? Not sure how it connects to the audit call. Or am I missing something?
First free audit delivered (update on the 6 warm reach-outs)🏆
Two weeks ago I sent my first 6 warm messages. One person replied to say no, the other five never answered. The yes came from number 7, and not from a message. I called a friend who runs a solo landscaping business and just asked him. He said yes on the spot. For me, the conversation did what the message couldn't. So we went through the pathway together. Discovery call first, but a short one: we already know each other, so I skipped the rapport part and only walked him through what to expect and how the audit works, like the lesson describes. Then the intake form, which I translated to Dutch and rewrote for trades businesses. Then the audit call, which was supposed to be an hour and turned into almost two. That alone was useful feedback: either I have too many questions, or I need to move through them faster. From the transcript I built the report: five opportunities, all zero-cost, all in tools he already uses. The biggest number in there is 3,200 euro he lost on a single project that ran two weeks over the quote. Presentation and testimonial are up next. What surprised me most: on the intake form he wrote that his biggest time sink was cleaning up the van. Once we went through his week, the real leak turned out to be in his quoting and in what happens after a job, which is nothing. @Okasha Khan your advice held up: ask how they do it, not what's wrong. And @Chetan Mishra, sorting the notes by time sink, cost, solution and impact is exactly how the report came together. This one was free, as the course suggests for the first client. The next one will be paid. The plan is what lesson 11 says: ask him for referrals after the presentation, then go back to my warm list with this as proof. Curious what actually got you your second and third client, especially if your warm list was as quiet as mine.
3 likes • 17d
@Yonas Workayehu Thanks man. That gap between the form and the conversation was the biggest lesson for me too
1 like • 17d
@Malik Ahmed Yeah, and it's a lot cheaper than weeks of outreach too
First 6 warm reach-outs sent
Sent six today. All local service businesses I already know. Roofers, plumbers, electricians. Kept it to two lines. Building my portfolio with AI audits, doing a few for free, do you know anyone. Thing is, not one of these guys has ever complained to me about the stuff I'd be auditing. They'll go on about Google rankings all day. Never about writing quotes at eleven at night. So I'm curious whether the question even lands. Will report back 👌🏼
2 likes • 29d
@Nat Zlat Bit early to say. Six sent, one came back with a no because his wife is doing the same thing, and the rest went quiet. That's after five days so nothing to read into yet. The one I've actually got lined up came from a mate I spoke to on the phone, not from the messages at all. He's a landscaper working on his own and turning work away, so that one should be interesting. As for whether they see the value, no idea. None of them have said a word about it either way
2 likes • 28d
@Nat Zlat Thanks! Would be a nice bonus if it goes that way
Welcome! Introduce yourself + share what you're building 👋
Welcome! It's great to have you here. Before you introduce yourself, let me tell you why this community exists. 📍 Our mission The world is about to split between people who can use AI and people who cannot. We exist to stop that gap becoming permanent. This community exists to put you in that second group. My team and I run Morningside AI, a 7-figure AI business working with everyone from local companies through to Fortune 500s. Along the way, we created the AI Automation Agency (AAA) model: the framework thousands of people now use to start and scale their own AI businesses. Everything we teach comes straight from the frontlines. Not theory. Not guru talk. What's actually working right now, handed over. And we've watched complete beginners in here go from "I know nothing about AI" to landing their first paying clients. That's the whole point of this place. You're next. With that out of the way, start here 👇 1. Introduce yourself below. Drop a comment with: - Where in the world you're from - What you're building toward (first client? career change? scaling an agency?) - One thing you're stuck on right now 2. Then head to the Classroom → Start Here. It takes 10 minutes, and you'll know exactly what to do first. While you're in the comments, read a few intros. If someone's story sounds like yours, tell them. Some of the best client work in this community started with two members saying hi. See you inside, Liam 💪🏽
2 likes • Sep 1
@Jaison Coley Yeah that one still gets me. Eight forms into one inbox and he had no idea it was even set up that way. To answer your question though: no, never have. That side has always sat outside what I'm hired for. I can show them what comes in. Calls off the profile, clicks, direction requests. What happens once the phone actually rings has never been my end of it so I've never gone looking. So that whole half of the picture just doesn't exist, for them or for me. Sounds like that's the bit you're going after. And fair play for being upfront about where you're at with it. Sounds like you're close to the part that counts
2 likes • Sep 2
@Jaison Coley That last bit is the whole thing. Nobody cares what it's built with, they care whether the job got booked. And on getting real businesses to tell you what's true, that's not a bad position to be in. Beats building another six months on assumptions. I might have something for you there at some point. Doing my first audits over the next few weeks, so I'll be sat in front of these guys asking exactly the kind of questions you're after. Happy to pass on what comes out of it
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Danny Blom
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@danny-blom-7044
In the land of the blind, the one eyed man is king

Active 1h ago
Joined Jan 4, 2025
Arnhem
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