Posting level - Unlocked!
Hey All - Finally able to post here. Been working on standing up an AI agency since the last weekend of November. I have two things in flight - POC for QBO reconciliation process and researching some use cases for a real estate agent. I’ve really had to drive myself out of “research and learn” to diving in and doing it. What’s also helped is connect similarities to prior experiences (such as Building out modules / workflows and capabilities in Epic for hospitals systems). I’m one that loves to learn and figure things out yet at the same time hate it to some extent (perhaps that’s just age). Where I’m at now is figuring out the business, like our call early it’s critical to crawl - walk - run which is what I preach at my 9-5 on things we’re doing. I don’t want to take on more than I can chew and disappoint but I also don’t want to give away the farm. I’ve stood up a formal company (not LLC till revenue), got my domains stood up (website to be done but a landing page is there www.gulfcoasttechai.com), basic stack created / identified, using Notion for “notes”. What are some findings you all have had, how do you document / track your leads, work, services, etc.? How do you do your discovery / fact findings? How do you translate these into cost savings and elevating people above mundane tasks to next level work? How do you identity / justify cost? What do you do for tool deployment (ie you own the subscription, client owns it and you support like an MSP,?)