ChatGPT
AI subscription / APIDrafting replies, summarising enquiries, classifying leads and answering questions from your own FAQ.
Cost: Free and paid app plans; API use is billed separately by usage.
A practical, day-by-day roadmap for getting an AI agency off the ground — from understanding the opportunity and choosing a niche to building your first demo and starting conversations with businesses.
Five days is a starting roadmap to get organised and begin conversations — not a promise of immediate clients or income. Building a client base takes consistent outreach, learning and delivery over time.
Learn what an AI agency actually sells, then pick one industry to focus on first.
An AI agency helps businesses use existing AI and automation tools to win customers and save time. You sell outcomes — more enquiries handled, faster follow-up, less manual work — not technology for its own sake.
Slow replies to enquiries, unqualified leads, missed follow-ups, scattered customer data and repetitive admin. These problems exist in almost every local service business.
Look for businesses that receive many enquiries, sell services of meaningful value and already spend on advertising — clinics, gyms, institutes, real estate, interior designers.
Pick one industry where you understand the customer journey, can reach decision-makers and can show a relevant demo. A focused niche makes your message, demo and outreach far more convincing.
By the end of the day: One chosen niche and a written list of its three biggest customer-acquisition problems.
Package your offer around three services that work together.
Meta ad campaigns, landing pages and lead forms that bring enquiries in, with lead-source tracking so results can be measured.
A WhatsApp or website assistant that responds immediately, collects requirements and tags leads as qualified, unqualified or follow-up.
Automations that move leads into a CRM or sheet, notify the owner, send reminders and produce simple reports.
By the end of the day: A one-page service menu describing each service, who it is for and what the client receives.
Create a working example you can show a prospect in under five minutes.
ChatGPT or Claude for the AI step, n8n or Make for the automation, Google Sheets as the lead register, and the WhatsApp Business Platform (or email while testing) for notifications.
A lead capture form triggers the automation → the AI reads the answers and decides qualified, unqualified or follow-up with a one-line reason → the result is written to Google Sheets → a notification is sent to the owner.
Use realistic questions for your chosen industry, such as treatment type and preferred visit time for a clinic. Use only test data — never real customer information — in a demo.
By the end of the day: A recorded screen demo and a test form that runs the full workflow end to end.
Build a short list of businesses with visible acquisition problems.
Search your niche and city. Note businesses with good reviews but slow or missing responses, outdated websites or no clear booking option.
Find owners and managers, check whether they run ads, how active their pages are and how they handle comments and DMs.
Look at what the strongest competitors in the niche do well — ads, offers, follow-up — to spot gaps your prospects can close.
A short proposal with the problem you observed, the workflow you would build, what the client needs to provide, a timeline and a clear price. Separate your fee from ad spend and third-party tool charges.
By the end of the day: A list of 20–30 researched prospects and a reusable proposal template.
Begin conversations and offer a low-risk first step.
Short, specific messages that mention something real about their business and offer to show a relevant demo. Visiting local businesses in person also works well.
Message only where it is appropriate and permitted — for example a business's published WhatsApp number for enquiries — and respect anyone who asks not to be contacted. Never send bulk unsolicited messages.
Offer a short call to review how they currently handle enquiries, and share a personalised demo video showing the workflow for their business.
Propose a small, time-bound pilot with clear success criteria agreed in advance. A successful pilot is the strongest case for a longer engagement.
By the end of the day: Your first outreach sent, follow-ups scheduled and at least one consultation offered.
Want to see what a finished qualification workflow looks like? Try our interactive dental clinic demo or read how we build AI workflow automation.
You don't need to train your own AI model. Here is how common tools fit together — and what each one costs to run.
Drafting replies, summarising enquiries, classifying leads and answering questions from your own FAQ.
Cost: Free and paid app plans; API use is billed separately by usage.
Reading long documents, following detailed qualification instructions and writing structured summaries.
Cost: Free and paid app plans; API use is billed separately by usage.
Workflow automation connecting forms, AI, CRMs, sheets and messaging. Can be self-hosted.
Cost: Self-hosted community edition is free to run on your own server (hosting costs apply); cloud plans are paid.
Visual automation scenarios between hundreds of apps, well suited to marketing and sales workflows.
Cost: Limited free plan; paid plans priced by the number of operations.
A simple, shared lead register or reporting source that automations can read and write.
Cost: Free with a Google account; Google Workspace is paid.
Automated WhatsApp conversations, notifications and AI assistants through the official Cloud API.
Cost: Meta charges per message or conversation depending on category and country; a provider may add its own fee.
Self-service appointment booking that automations can trigger and track.
Cost: Free plan with limits; paid plans for teams and integrations.
Zoho CRM, HubSpot, Pipedrive or a custom CRM to track every lead, stage and follow-up.
Cost: Varies by vendor — many have free tiers, with paid per-user plans for teams.
Builds the automation. Priced by plan or by the number of runs; some can be self-hosted.
App subscriptions are for people. Automations use the API, which is billed per use.
WhatsApp Business Platform messages carry Meta's per-message or conversation charges.
Sheets, calendars and CRMs often have free tiers and paid plans as you add users.
Not every integration is free. Automation platforms, AI APIs, WhatsApp messaging and CRMs each have their own plans and usage charges, set by those providers and subject to change. We list them separately from our fees in every proposal.
Whether you're starting an agency or bringing AI into your own business, our team can help design, build and support the workflows and software behind it.