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Get access right away to the new mini-course

Heyyyy ,

Stop manually creating project briefs and proposals for every new client.

Here's the system I just taught our AI Agents Made EASY community:

(There’s only 24 hours left to get instant access!)

The Problem:

New client signs → You spend 2+ hours setting up folders, organizing information and creating custom project briefs and proposals

The Solution:

The Architect: your AI assistant that does automated client onboarding that works while you sleep

Here's how it works:

Step 1: Smart Onboarding Form

Instead of basic contact forms, create forms that capture:

→ Goals and ideal outcome

→ Pain points and expectations

→ Company background and industry

→ Relevant documents needed for the project

Step 2: Onboarding Call Analysis

Your AI agent analyzes the call transcript and identifies:

→ Specific requirements mentioned

→ Action points discussed

→ Additional services they might need

→ Anything relevant for your project brief

Step 3: Automatic Brief Generation

AI combines form data + call insights to create:

→ Custom project briefs using your templates

→ Timeline and milestone breakdowns

→ Next steps and contract details

The Result:

What used to take 2-3 hours now happens automatically in 10 seconds.

Tools we use:

→ Relay for the automation workflow

→ Fireflies for call transcripts (but any other AI transcript tool will work as well)

→ GPT for AI proposal generation

→ Your existing forms and templates

If you join the AI Agents Made EASY course within the next 24 hours, you will get instant access to The Architect for only $39: the mini-course (5 videos of 5-10 minutes + plug-and-play templates).

After that, The Architect only becomes available for members after 1 month of membership.

Looking forward to seeing you inside the community! 💜💛

Carolina