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AI Automation First Client

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540 contributions to AI Automation First Client
Your first client buys a workflow they can stop chasing 🔥
A first client usually does not care that much about the word "agent." They care about the work that keeps slipping. That is the better sales conversation. Not: "Do you want AI agents?" But: "Which repeated workflow is expensive because someone has to remember every step?" Examples: - leads not researched - prospects not qualified - follow-ups sent late - CRM fields left empty - invoices waiting for checks - records not matched - vendor documents missing - onboarding steps forgotten - reporting prep delayed - engineering review notes not prepared - exceptions not routed Then map the first AI-run department loop: - what comes in - what agents should check - what tools they can update - what memory they need - what runs on a schedule - what limits apply - where approval happens - what gets escalated - what gets logged That makes the offer feel much more real. The client can picture the work moving. The human team still approves risky outbound, finance exceptions, vendor mismatches, and engineering changes. But they are no longer the manual reminder system for every small step. Evermore is built around this operating model: software, setup, and operating support for managed AI teams that help run real department workflows. If you were helping a first client, which workflow would you map first because it is repeated, painful, and expensive to keep manual?
3 likes • 22d
@Tsheps .M I would start by not selling “AI agents” first. Post or comment around one painful workflow businesses already complain about, like missed follow-ups, messy CRM, invoice checks, or vendor reminders. Then show how you would map it: input, checks, tools, approval, exceptions, and what the human reviews. That gets much better conversations than “I build automations.”
🚢 First-client offer: shipping docs to tracker
If you are trying to land your first automation client, stop pitching "AI agents" as the offer. Pitch a document handoff the business already hates. Here is a simple example: "I help import/export teams turn shipping documents into a clean shipment tracker, so they stop copying ETA, route, container, and consignee details by hand." That is easier to understand than a giant AI promise. THE SIMPLE OFFER: Look for teams that receive shipping documents by email: - bills of lading - packing lists - commercial invoices - customs documents - arrival notices The first version does not need to replace their logistics software. It only needs to: - watch an inbox for shipping documents - extract the document type, B/L number, route, vessel, ETA, containers, weight, HS codes, and incoterms - calculate whether the shipment is arriving soon - log the result into a shipment tracker - send a normal or urgent notification to the team That is a strong first-client demo because the before/after is visible. Before: Someone opens the PDF, copies fields, checks dates, and messages the team manually. After: The document becomes a tracker row, and urgent arrivals get surfaced for review. Do not sell this as "fully automated logistics." Sell the smaller, safer outcome: "I can give your team a review tracker for incoming shipping docs, with arrival alerts when something needs attention." For a beginner, this is a better scope because you can demo it with one sample document and one Sheet before touching any complex system. If you want to study the structure, use the workflow JSON as a starting point and browse the full workflow library for more first-client offer ideas. ACTION FOR TODAY: Pick one niche that receives documents by email. Then write this sentence: "When a new ____ arrives, your team needs to extract ____, ____, and ____ before they can take action."
📦 First-client demo: PO review tracker
If you want a first-client demo that feels practical in 2026, do not start with a giant autonomous agent. Start with one boring document handoff that already annoys a business. Purchase orders are a good example. A small business might receive POs by email, then someone has to: - open the attachment - pull vendor and order details - check totals and dates - update a tracker - notify the person who needs to review it That is not a sexy AI use case, but it is easy for a prospect to understand. THE DEMO IDEA: Use this purchase order workflow as the demo asset. The workflow is simple: - Gmail watches for incoming purchase order emails - the message is fetched - PDF Vector extracts structured PO fields from the document - a code step formats the extracted data - Google Sheets becomes the PO tracker - Slack notifies procurement for review The important selling point is not "AI reads documents." The selling point is: "Your team stops copying purchase order details by hand. They get a clean tracker row and a review notification instead." For a first client, I would pitch this to: - small manufacturers - wholesale suppliers - construction vendors - local distributors - operations teams that still manage POs from email Keep the first version small. Do not promise full procurement automation. Do not promise perfect approval logic. Do not connect their ERP on day one unless they ask for it. Sell the first step: "I can turn incoming purchase orders into a clean review tracker, so your team only checks exceptions instead of retyping every field." That is easier to demo, easier to price, and easier to deliver. Use the workflow JSON as a starting point, then browse the full workflow library if you want more document workflow examples. ACTION FOR TODAY: Find 10 businesses where purchase orders are likely handled by email.
📦 First-client demo: PO review tracker
1 like • 24d
@Muskan Ahlawat Thanks you!
Your first AI-run department should be small enough to trust 💻
What I actually want from AI agents is not a chatbot sitting beside the business. I want them helping with the work that keeps getting dropped between tools. In a real business, that means an AI team needs: - tasks - schedules - memory - connected tools - budgets or limits - approval gates - exception handling - human review So if I am running Revenue Ops, agents can help with lead research, qualification, follow-ups, CRM updates, stale lead checks, and opportunity flags. If I am handling Finance Ops, agents can check invoices, match records, prepare reconciliation notes, separate clean items from exceptions, and prepare approvals. If I am managing Vendor Ops, agents can collect documents, send reminders, track missing steps, watch renewals, and keep onboarding from going cold. If I am shipping Engineering work, agents can break down tasks, prepare implementation steps, run checks, summarize changes, and prepare work for review. The human is still there. They approve risky messages, review finance exceptions, check vendor mismatches, and review engineering changes. But they are reviewing judgment calls instead of chasing every small step manually. For teams trying to map their first AI-run department, Evermore is one example of this operating model: software, setup, and operating support around managed AI teams. Here is the Website of Evermore. If you had to choose one department to run this way first, which one would you pick?
2 likes • 24d
@Minal Gupta sure.🤝 Evermore is focused on helping businesses build managed AI teams, not just single chatbots or one-off automations. The idea is that AI agents can help carry real department work like lead research, follow-ups, CRM updates, invoice checks, vendor reminders, task breakdowns, and review preparation. But the important part is the operating layer around them: memory, schedules, connected tools, budgets or limits, approval gates, exception handling, and human review. So the goal is not “AI does everything alone.” It is more like: AI handles the repeatable operational work, and humans approve the judgment points. The website explains that model here: https://www.evermore.work/
1 like • 24d
@Muskan Ahlawat Yes, exactly ☺️. I think the oversight layer is what makes it usable for real business work. For me, the important part is not letting agents run blindly. It is knowing what they can touch, what they should remember, what they should log, and where they must stop for human review. Especially for outbound, finance, vendor issues, or engineering changes, the human still needs the final eyes.
What AI Services Are Actually Selling?
I’m trying to learn more about AI automation and online income opportunities. What services are businesses actually paying for right now? Curious to hear what’s working for everyone 👀
0 likes • 25d
From what I’m seeing, businesses usually pay for boring problems before they pay for “AI.” Things like: - missed-call follow-up - invoice/receipt extraction - client intake forms - lead routing - email triage - document sorting - CRM updates - proposal or quote tracking - reporting dashboards The easiest ones to sell are usually close to money, time, or admin pain. My advice: pick one niche, ask what manual task wastes the most time each week, then build a small workflow around that. Don’t start by selling “AI automation.” Start by solving one annoying process.
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Duy Bui
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@duy-bui-6828
Built automation systems doing 20K+/mo. Now helping automation builders get first clients FREE at https://bit.ly/skool-first-client

Active 7d ago
Joined Sep 7, 2025
Ho Chi Minh City