"How do I automate client onboarding using AI?" - Breakdown

Someone asked about automating their client onboarding process using TidyCal, SendFox and Dropbox. But they're skipping a critical step that will doom their automation before it starts.

The golden rule of automation: Master the human process first. You can't automate what you haven't perfected manually. Most entrepreneurs rush to automate client onboarding before they've even figured out what actually works.

Client onboarding is about exceeding expectations set during the sales process. You won't get this right on your first, second, or even third attempt. Each failure teaches you what clients actually want versus what you assumed they needed.

The most valuable business intelligence comes from people who request refunds. When someone's disappointed enough to ask for money back, that's gold - if you're brave enough to ask why and actually listen to their answer.

Here's the hard truth about information products: AI is rapidly commoditizing knowledge. The DIY course model is dying unless you have extremely specialized expertise. Your competition isn't other course creators - it's ChatGPT and specialized AI assistants.

The most sustainable models now: community as a service, optimization as a service, and consulting as a service. These create real enterprise value while resisting commoditization.

Counter-intuitive insight: Low-fulfillment products actually require MORE skill than high-touch services. Beginners should start with high-fulfillment offerings. It's actually harder to sell information than services when you're starting out.

Hope you found this valuable! :)

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