The AI Service That 95% of Businesses Desperately Need (We Sell This The Most)

There is a specific kind of founder who is going to burn a lot of money on AI this year >> [music] >> and it's not the one you'd guess. It's actually not the founder ignoring AI. It's the opposite. The one who's already built three agents and is about to build a fourth. MIT published a study this past year that should have been front page news >> [music] >> but wasn't really. It actually found that 95% of enterprise generative AI pilots are failing to drive measurable returns. Not 50, not even 70, 95. [music] And there's a part that should scare us all. The 95 are not failing because of the model and they're also not failing because of the prompt. They're failing because of something that happens or it doesn't happen, might I say, [music] before a single line of automation gets built. Look, my husband and I have run more than 80 AI workshops with founders and executives across 30 plus industries all trying to scale their business with AI. And after all of those engagements, the pattern is almost impossible to miss, to [music] be honest. One single move separates the projects that work from the ones that don't. And it's exactly this, the audit. A real diagnostic before you build that scores every workflow in your business on impact and risk and tells you what should be automated, what should stay manual, and what should run hybrid. Most companies skip [music] this and that is the entire reason the 95% fail, in my opinion. So, in this video, I will walk you through what the audit actually is, >> [music] >> the two formats that we've used to run across 80 plus engagements, and how to turn the whole thing into a consulting offer that you can sell. So, by the end, you will know which projects on your list are going to ship and which [music] ones you're about to spend a quarter regretting. So, look, most AI founders believe AI failure is a technical problem. It's not. MIT was actually quite clear about one thing. The divide is not about the model quality. The 95 and 5% are using the same models, sometimes with the same access. >> [music] >> MIT named the divide, but when it comes to the cure, what they found was that in the 5% of successful projects, the AI tools got integration [music] and adaptation into specific workflows. So, after 80 plus workshops across industries, here's what I see actually fixes the divide. [music] The 5% that chip all do the same thing. They run a real diagnostic before they built. And we call this one the workflow audit. And the audit does two things for every workflow in every [music] business. Number one, it decides the risk level of AI involvement. Manual, hybrid, or fully automated. Two, it scores every workflow on two axis. How much impact does the workflow have on the business if it works, and how much risk you carry if the AI gets it wrong. That second axis is the one that a lot of people never run because they look at a workflow, they decide it's annoying, and then they try to automate it end to end. But the audit asks a different type of question that a lot of people tend to skip based on what we've seen in the work we've done [music] so far. And that's looking at where on the impact risk matrix does this workflow actually [music] live? Is it high impact and low risk? Perfect. Go for it. Automate it. That's the goal. Is it high impact and high risk? Maybe you need for that to be hybrid. AI can do the work, but you need a human to sign it off. And honestly, this is where most of the real wins can live if done right. Is it low impact? I mean, [music] you can leave it manual or just kill it, honestly. You don't need AI to do the things that don't matter. Without this map, you are not actually building workflows. What you're doing is basically rolling the dice or [music] throwing spaghetti at the wall. Now, here's the thing about the audit. A lot of businesses will not run it on themselves. They don't have the lens. They don't [music] have the time. And also, they're too close to their own operations for them to be able to score the impact and the risk, honestly. [music] They're quite biased, right? So, they will look to pay someone outside to do [music] it. And that someone can be you. Now, here's the part of the video that decides whether you ever turn this into income. It's not the framework, I'm going to walk you through that as well, but the framework [music] is portable. You can write it down and run it for any company in any industry. The thing that does decide, however, whether you charge freelancer prices or consultant prices is how you deliver it. The AI workflow audit is one of the cleanest consulting offers on the market right now. It's a short engagement, high value, it's productized, and the demand is everywhere because there's a 95% failure rate that is sitting in plain sight. But the offer only works if the deliverable looks the part. The audit that you hand back has to look like it came from a consulting firm, not a Google Doc, not a Notion page with five emoji headers, >> [music] >> a firm. Which brings me to the tool that solves exactly that and the one the actual auditors at the same actual firms already [music] use. The tool that auditors at KPMG, for example, used to build their client decks [music] just went free. It's called Templafy. Templafy turns a prompt into a polished on-brand PowerPoint deck in a few [music] minutes. Same engine that 4 million professionals at Fortune 500 firms rely on every single day to look like a firm and not a freelancer. Honestly, I [music] wish we had it back when I used to work in Big Four. Watch how it works. I go to templafy.com/experience-templafy. [music] I type a prompt, let's say, an AI audit report deck for a SaaS client. I need executive summary, findings, and recommendations. [music] The platform builds a full structured deck right in the browser with real layouts, real content, and real flow. All you need to do is download it and you have a clean PowerPoint [music] file. So, you go ahead and open it in PowerPoint, you drop your logo on the cover, you edit the text based on what you found during your work with the client, [music] and that's it. You're ready to send it. That is the difference between a deliverable that looks like a Google Doc and one that looks like it came from an actual consulting firm. And there's three things to know. First, [music] you get a direct PowerPoint expert. You get a real PowerPoint file that you own. There is no lock-in proprietary platform. >> [music] >> Second, you get unlimited creations. There's no cap, no trial limit. You build as many client decks as you want. You get enterprise grade output, the same quality bar that 4 million professionals trust to put in front of paying clients. Plus, you get three theme [music] options, light, dark, and neutral. So, it's your call which one you pick. It is completely free, like I said. There is no credit card. The link is in the description and if you're going to charge for audits, build them in the same tool that auditors already use. >> [music] >> And thank you, by the way, to Templafy for partnering with us on today's video. Okay, so that's how the deliverable looks. Now, here's how you actually build what goes inside it. First of all, you need to run the audit, obviously. And for this, we use two formats. And the format depends on the size of the business that you're actually auditing. If you're working with founders or small businesses, you can run what we call an ideation workshop. We box that into two hours >> [music] >> where the founder plus one or two operators who actually touch the work come in. It's a closed room. We have a structured agenda. [music] We usually do that via Zoom, but if we're somewhere close by, we can do that in person as well. We have. And basically, the agenda runs like this. You map every single workflow in the business that is a candidate for AI. >> [music] >> Whether that's client acquisition, sales, marketing, operations, finance, customer success, all of it. You don't filter anything yet, okay? [music] You just list everything. And then you score each one on two axes. First of all, impact. [music] If this workflow gets significantly faster or better or cheaper, how much does it move the business? Whether from a revenue perspective or margin or retention or speed to decision. And then axis number two is risk. If the AI gets this wrong, what's the cost? Bad data, bad customer experience, regulatory exposure, brand hit. [music] You need to be honest when you score them, though. You can just use a one to five on each axis. but you need to resist the temptation to inflate the workflows that you personally would want to work on. Okay? And then you plot each one on the matrix, [music] and you decide whether it's a manual, hybrid, or automated workflow based on what AI can reasonably do when it comes to >> [music] >> that particular workflow and where it lands on this chart. And at the end, you basically have two artifacts. Number one, an entire mapping of the businesses workflows with AI optimization associated. Number two, a ranked map of every workflow in the business plotted by impact and risk with a decision [music] attached to each one. Now, if you're working with a larger business, you need a different approach. Okay? [music] Because workshops don't work at scale. The founder isn't close enough to every single workflow in the business. [music] So, you need to swap the workshop for structured interviews with five to eight people across the organization. Operations, sales, finance, customer success, >> [music] >> and somebody from the leadership team. Obviously, different roles will surface different workflows, and different roles also will score impact and risk differently. >> [music] >> And that is the point. The salesperson is going to see risk in the customer-facing workflows, for example. But then the finance person will see risk in the data. The operations lead will see risk in the change management, for example. So, when you bring all those perspectives together, you get a calibrated map. Okay? So, you're not only going to work off of the founder's bias, for example, or the salesperson bias. You'll get a real overarching perspective. [music] But at the end of the day, the output is going to be the same set of artifacts. A full workflow breakdown and a ranked map plotted on the impact-risk [music] axis, like I mentioned, tagged into manual, hybrid, and automated with the Y attached to every decision. [music] Okay? But there is something so important when it comes to getting this right that I need to bring it up, otherwise the entire effort is worthless, and your client can still fall in the 95%. [music] the single most common move that this Matrix makes across every industry that we have worked in and we've worked with over 30 of them is taking a workflow that the client wants to fully automate and dropping it into hybrid. Give me a second. I'll explain. Okay. So here's an example. A mid-size B2B services firm came to us wanting to auto generate client quotes end-to-end. [music] The reasoning was reasonable on the surface. They were sending dozens of quotes a week. The sales team really disliked writing them and AI could drop them in seconds, right? So why wouldn't you fully automate? Well, on the Matrix the workflow scored high impact because they were sending a lot of quotes. Every one of them mattered for revenue, but the risk score was also high. Every quote is basically a binding offer. Pricing errors at scale don't just cost you margin, but they also cost you trust with the customer when you have to walk one back. The Matrix [music] said hybrid, not full automation. The AI can draft, but a human in the loop has to review the margin and the terms before it goes out. 90 seconds of human time per quote on a workflow that used to take 25 minutes. And trust me, [music] at first clients don't like that, but 6 months in they will be sending quotes faster than before. Their win rate is going to go up because the human in the loop can catch positioning issues and nuances a lot earlier in the cycle. So the same workflow, the same tools, but a different placement in the Matrix [music] leads to different business outcomes. So that's the point of the audit doing its job. Now after over 80 engagements >> [music] >> three patterns tend to show up almost every single time. First of all, companies underrate risk. [music] Trust me. They put high risk workflows in the automate column when they belong in hybrid. Quotes is the classic one. So is contract generation. So is actually anything customer facing when a mistake has reputational weight. Most founders only see the time saving, but the Matrix forces them to see the failure mode at scale. Number two, companies overrate impact on the workflows that they're emotionally associated or attached to. Usually, it's the one that the founder personally dislikes doing. [music] Inbox triage, for example, is the all-time favorite. The truth is the founder's inbox isn't a high-impact business workflow. It just feels high impact because they touch it every day. The matrix gives them permission to >> [music] >> deprioritize it. And number three, the highest value placement on the matrix is almost never full automation. It's usually hybrid. Most founders walk into the workshop thinking, "I'm just going to give my entire business to be run by agents." They walk out with a hybrid map. And the hybrid map outperforms the fully automated version of the same workflow nearly every time. Because the human in the loop catches the edge cases that would have killed the build six months in. Now, the audit does not just decide what to automate, it also decides what to automate well. Now, here's how this can turn into income. The audit is a [music] productized consulting offer. The workshop format runs in two hours. The interview format runs in a few days or a week. It depends on the size of the company. The deliverable is pretty much [music] the same. The full workflow mapping, as well as the impact risk matrix, the decisions, the rationale, and the build recommendations. You don't price it on time. You need to price it on what it saves. [music] A company about to spend a quarter and six figures on the wrong AI build will pay you to stop them. That's the math that you sell against. Outcome, but not hours. Trust me, companies that audit before building tend to see significantly higher project completion rates, faster shipping cycles, and fewer [music] dead pilots. But of course, at the end of the day, results do depend on implementation, on the niche, on the effort, on the expertise, [music] and the experience of whoever does this. But this is one of the few AI consulting offers where the value is obvious on the first sales conversation. Because you're not promising the moon. You're literally selling them the option to stop projects before they become a quarter of regret. And probably even more important, if you do want to upsell to implementation afterwards, that is a much easier sell after you prove yourself as well as the business value of your services. So, here's where this all lands. 95% of AI pilots [music] do fail. MIT said it, it's not me. The 5% that don't are not using better tools. They are running the diagnostic before they built. Workflow by workflow, impact and risk, manual, hybrid, automated with the wire [music] attached. That's it. The real advantage at the end of the day is not the audit itself. It's that you [music] stopped treating AI like a tool to deploy and you looked at it like a system that can allow you and teach you and show you how to score impact and risk. [music] And now you know how to do it. So, if you do one thing this week, do this. Pick one of workflow in your business right now or in a business that you know very well. Map it and score it. Impact one to five, risk one to five, and where it does it land on the matrix. [music] What does that tell you about whether to build it manual, hybrid, or fully automated? [music] I've spoken about the full matrix before, but I'm going to make a template that you can download for free in the community. The link is going to be here as well as down below. You're always more than welcome to join us. The community is completely free. You get to take part in free challenges, in bi-weekly calls. You can come and ask any question and literally be surrounded by thousands of other people who are on the exact same path as you. If you do need more hand-holding, we do have the founders community. That one is a paid one, but you get the full 90-day plan with everything that you need to do step-by-step in order to start or grow an AI business. If you made it so far, thank you so so much for watching. Like this video if you did. Be sure to subscribe if you haven't done so. Share this with anyone in your circle of friends or family or co-workers who you think needs to know more about >> [music] >> this one secret that can help save AI projects from failure. And until next time, I suggest you go ahead and watch this video here and I'll see you [music] there. Bye.