?? Helping Clients Find Their AI Automation Opportunities??
Ronald Smith
Process Automation with AI | AI Agent Building | Conversational Prompting | AI Business Integration and Growth | AI Prompt Engineer
Imagine sitting with a client and asking, “What are the tasks your team spends too much time on each day?” Maybe it’s manually updating spreadsheets, sorting through customer inquiries, or handling repetitive workflows. Now, imagine freeing up those hours with AI automation—giving your team more time to focus on driving growth and innovation.
The challenge? Many businesses struggle to see exactly where AI can make the biggest impact. That's why we use diagrams and frameworks to help visualize automation opportunities.
Here’s how we help our clients identify tangible automation use cases. As we are helping them explore through questions, we use a diagram during the conversation to visually stimulate their thinking. For example:
?? Using this approach, one of our clients identified just two areas—data entry and customer service inquiries. We then proceeded with the next steps as shown below. By automating both, they saw an immediate boost in productivity and customer satisfaction.
The key is to start small. Pick one or two areas that they know could be improved. AI doesn't have to transform the entire business overnight—it can start with one process and grow from there
?? Curious about what AI automation could do for your business clients? Try using a diagram to help spark their thought process to identify opportunities. What do you think? Drop me a comment on what you would put in a diagram.
the BPA.pro | Automate business processes using any tools available at hands
4 个月Visualization undoubtedly helps clients better understand automation opportunities. It would be interesting to know how often clients uncover hidden "pain points" during such sessions that weren't initially obvious. What questions, in your experience, help them gain clarity on these less visible processes?