0:01 So over the past two and a half years,
0:02 my agency, Morningside AI, has been on
0:04 the front lines of implementing AI for
0:05 some of the world's biggest brands. And
0:06 I can tell you that the difference
0:08 between the 5% of companies who are
0:11 seeing a massive ROI on AI and the 95%
0:13 who are failing right now is simple, and
0:15 that's that they start with a process
0:17 and not the technology. Most businesses
0:18 get this backwards. They get all hyped
0:20 about a new tool and they dive straight
0:22 into the development and ultimately
0:24 fail. And from this, companies are
0:25 learning that the initial shine of AI is
0:27 gone now. And this stuff takes real
0:29 human skill to get right. And even
0:31 OpenAI has kind of just admitted this
0:33 openly by launching their own consulting
0:34 team. So whether you're a business owner
0:36 who wants to join this 5% of winners or
0:38 an entrepreneur who wants to serve the
0:39 95% of companies who are failing and
0:41 need help, then this video is for you
0:43 because I'm about to open source the
0:44 entire start to finish framework that we
0:46 use at Morningside AI for automating any
0:48 business with AI. And at the end, I'll
0:49 give you a full guide so that you can go
0:51 and apply this stuff yourself. So if you
0:52 are new to the channel, my name is Liam
0:53 Mley and for the past 2 and a half
0:55 years, I've been helping businesses and
0:57 individuals to use AI to get ahead. And
0:58 I do this because our vision at
1:00 Morningside is to ensure that the games
1:02 of the AI revolution aren't just for the
1:03 big guys. And that's why I share our
1:05 learnings here on this channel to give
1:07 businesses the tools to survive and win
1:10 in this AI revolution.
1:12 So, here's the deal. This is a reality
1:13 check for almost every single business
1:14 out there right now. But what they
1:16 ultimately want is growth, which
1:18 requires order. Most companies are a
1:20 complete mess. Their data is scattered.
1:21 Their processes are a mix of how we've
1:23 always done it and a dozen different
1:25 apps or tools that don't talk to each
1:26 other. And now according to studies,
1:28 most of their employees are secretly
1:30 using a bunch of AI tools to get parts
1:32 of their work done without them telling
1:33 the company. And that's creating huge
1:35 risks of data leaks etc. So it's
1:37 organized chaos at best. And most
1:38 business owners are just trying to keep
1:40 the wheels from falling off. And so now
1:42 when you take this chaotic system and
1:44 you try to just plug in the most
1:45 powerful technology on the planet right
1:47 now, what do you think happens? Right?
1:48 It's going to fail and it's going to
1:49 fail pretty miserably. And you don't
1:50 actually have to take my word for it on
1:53 that. The numbers are pretty brutal. MIT
1:54 has published a study recently showing
1:56 that 95% of AI initiatives and
1:58 businesses fail to deliver a return on
2:00 investment. Let me say that again. The
2:02 vast majority of businesses that try to
2:04 implement AI are getting zero value from
2:06 it. This is in enterprise to be fair, so
2:07 it's sort of bigger businesses, but it's
2:08 still an interesting point. But that's
2:10 not because this technology is useless.
2:12 That's because these companies are
2:13 trying to copy what everyone else is
2:14 doing and they're failing miserably
2:16 because of it. Instead of taking the
2:18 time to do the real exploratory work to
2:19 figure out where AI can fit their
2:21 business best, they are just looking for
2:22 the headlines and looking for YouTube
2:24 videos and and stealing from other
2:25 people, rather than doing the ground
2:27 work to find where AI best fits their
2:29 organization. And often when they try to
2:30 do it themselves, they are actually
2:32 clueless to what it really takes to see
2:34 AI adoption within teams of emotional
2:36 and fearful humans. There are human
2:37 barriers to adoption and actually seeing
2:39 an ROI that many companies are just not
2:41 aware of right now. So what the 5% who
2:42 are actually seeing an ROI are doing is
2:44 they're starting from square one and
2:46 taking a comprehensive and holistic
2:47 approach to AI opportunity
2:49 identification and then development
2:51 within the company in order to find what
2:53 we call like layups or or quick wins
2:55 with AI that can really drive immediate
2:56 ROI from them. And so the reason the
2:58 majority of these companies are not
2:59 seeing an ROI is because they are trying
3:01 to go for what the neighbor said that
3:02 they were doing and and not seeing these
3:04 golden nuggets laying right in front of
3:05 them, which are the quick wins, the
3:08 quick ROI projects that can implement AI
3:09 quickly and allow them to see a return
3:10 on their investment. And I can say with
3:12 complete confidence from the client work
3:13 we do at Morningside, there are always
3:15 these quick wins lying around that
3:16 companies are just not aware of and how
3:18 AI can plug into those and really solve
3:19 a bottleneck for them that's been
3:20 troubling them for a while. Now, if
3:21 you're a business owner watching this,
3:22 these stats should be a massive wakeup
3:24 call. It means that almost all of your
3:26 competitors are trying to use AI and
3:27 they're failing and they're wasting
3:29 money, they're wasting time, they're
3:30 getting nowhere. So, this gives you a
3:32 huge advantage because if you can be one
3:34 of the small percentage who gets this
3:35 right by properly auditing your business
3:37 and following the exact process that I'm
3:38 about to lay out for you, you'll
3:40 dominate your industry for years to come
3:41 using these advantages. And if you're an
3:43 aspiring entrepreneur, that same stat
3:44 should sound to you like the biggest
3:46 dinner bell you have ever heard because
3:47 it means that there are millions of
3:49 businesses out there who are hungry for
3:50 the most powerful technology on the
3:52 planet right now. And they have no idea
3:54 how to use it or get an ROI from it. So
3:56 this is an enormous and untapped market
3:58 and your job is to figure out how to
4:00 bring that power to them. And in this
4:01 video, I'm going to show you the exact
4:04 process to do that.
4:05 Okay, so now you understand the
4:06 opportunity. Now I'm going to give you
4:08 the exact Morningside method playbook in
4:10 order to capture it. So, this is a
4:11 three-phase process that we use at
4:14 Morningside to take any business from
4:16 that initial state of chaos to order and
4:17 then ultimately to growth. So, I'm
4:19 literally open sourcing our entire
4:20 method here for you guys to take and use
4:22 in whatever capacity you want to. As a
4:23 quick disclaimer though, we typically
4:24 run this playbook for mid-market
4:26 companies, businesses anywhere from 50
4:28 to 500 employees. So, if that sounds a
4:29 bit above your pay grade, don't worry
4:30 because the principles that I'm going to
4:32 teach you are exactly the same when
4:33 you're applying this whether it's a 10p
4:35 person team or a massive enterprise. So,
4:37 you can scale it up or down exactly as
4:38 you need. It's it's all in there and the
4:43 The first thing we do when we're
4:44 thinking about automating a business
4:46 with AI is that before even building a
4:48 single tool, we get the leadership team
4:49 on the same page. So, you cannot
4:51 transform business if the people at the
4:53 top don't understand the game that we're
4:54 playing and understand the key terms and
4:56 terminology that we're going to be going
4:57 through, what the opportunity is. So our
4:59 goal here in this phase is to align the
5:01 entire leadership team to establish a
5:03 clear strategic vision for AI within the
5:05 company and also to communicate both the
5:07 opportunity and the urgency to all the
5:08 key decision makers to make sure that
5:10 they know what's at stake here. And so
5:12 to do this, we'll usually run a 2-hour
5:13 AI leadership workshop alongside a
5:15 second workshop for employees, which
5:16 usually happens a bit later, but we'll
5:18 charge for this on top of our fee for a
5:19 base AI audit. And here's a crucial
5:21 detail from our playbook is that we
5:22 always do this before we present our
5:24 final recommendations on where the best
5:26 AI opportunities are. This is because it
5:28 frankly allows us to indoctrinate them
5:29 with our frameworks, we get them to see
5:30 the world the way we see it and we
5:32 establish what a best-in-class AI
5:34 transformation looks like. And this way
5:36 when we present our final road map
5:37 later, they're already bought in to the
5:40 logic. They understand the key terms and
5:41 it's not a surprise. It's kind of a
5:43 natural conclusion of the strategy that
5:44 we've already agreed on in this early
5:46 phase. One key message that helps our
5:47 clients to see what the end goal for
5:48 this transformation is is what we call
5:50 an AI first or chart where we will put
5:52 up a traditional org chart and then
5:54 we'll swap that out for what an AI first
5:55 organization would look like. So they
5:57 start to build this new vision of what
5:59 the company could look like on top of
6:00 what they currently understand. So I'll
6:01 put that up on screen for you to see.
6:03 Once leadership team is educated and
6:05 aligned and genuinely excited for the
6:07 change that's coming for the company, we
6:08 can then move on to the next stage which
6:11 is identification. The goal here is to
6:13 understand their business better than
6:14 they do. So we are trying to become the
6:16 world's leading expert on how their
6:18 company actually works including like
6:19 the warts and all and all the ugly
6:21 parts. So this is a multi-stage process.
6:23 It's quite a lot of work. But first we
6:24 start off with interviews. We'll conduct
6:26 deep dive interviews with everyone from
6:28 department heads down to even the
6:29 frontline staff who are in the trenches
6:31 every day creating value for the
6:32 company. We actually write personalized
6:34 interview guides for basically each
6:35 person adapting our questions as we
6:36 learn more and more and more about the
6:38 organization. So it kind of changes as
6:40 we go. And the next step is what we call
6:41 process mapping. So this is where we
6:43 take all of that information that came
6:44 out of the interviews. All of these data
6:46 points that we got and then we use that
6:48 to map out the core workflows of the
6:49 company visually in a tool like Figma.
6:51 And let me tell you that this step alone
6:53 is incredibly valuable because most
6:55 companies have SOPs, sure, but they're
6:57 usually gathering dust in a Google Drive
6:58 somewhere and they're completely
7:00 updated. So for many clients, this is
7:01 actually the first time they've seen a
7:03 clear and objective map of how their
7:05 business actually operates on the
7:06 day-to-day. And then comes the part that
7:08 requires the real expertise, which is
7:10 the use case identification. So our
7:12 consultants take that process map and
7:14 then using both their knowledge and our
7:16 internal AI solutions database which is
7:18 over 300 proven AI systems they start to
7:19 pinpoint the bottlenecks in those
7:21 process maps and they find the areas
7:22 clogged up with things like manual data
7:24 entry report writing and repetitive
7:26 tasks. And this is really where the
7:27 amateurs are separated from the experts.
7:28 It's like how much experience have you
7:30 got? How well do you understand AI and
7:32 what it can do for businesses? And how
7:33 well can you layer that on top of the
7:34 process map you see in front of you. So,
7:36 it's all about knowing what AI solution
7:38 fits perfectly into solve each problem
7:39 and kind of making sure you're leaning
7:41 into the strengths of the technology. A
7:43 lot of the time we see these lack of ROI
7:45 projects coming out because they are
7:46 trying to use AI to do things that it's
7:48 not really super good at right now. And
7:49 it's always best to be looking at where
7:51 is AI in production in companies right
7:53 now actually moving the needle and can
7:54 we lean into those rather than looking
7:56 for the more experimental ones which is
7:57 in most cases what people are trying to
7:59 do. And then finally, we have the most
8:00 important step which is the opportunity
8:02 grading and the validation. So my
8:03 consultants will have identified dozens
8:05 of different opportunities, but business
8:06 is all about prioritization of
8:08 resources, right? Like there's always a
8:09 million opportunities of things you can
8:11 do, but some opportunities are
8:12 inherently more valuable than others.
8:14 And some are also more difficult to
8:16 build in order to realize that value. So
8:17 we can plot these opportunities on what
8:19 we call the opportunity matrix. And then
8:21 through careful process of elimination,
8:22 we can start to trim down to the right
8:24 mix of what we call quick wins to get a
8:26 return on their investment as soon as
8:27 possible once we get into development.
8:29 also looking at, hey, what are the big
8:31 swings for us here that will ultimately
8:32 become a major advantage for us in the
8:34 market versus their competitors, but
8:36 often require some prerequisite steps or
8:38 just generally much more investment and
8:39 development in order to see through. So,
8:40 you've got the quick wins and the big
8:42 swings. And so, it's a case of trimming
8:43 down until you get a nice mix of both.
8:44 But another key part of the process here
8:46 is that we're not just doing this in a
8:47 lab on our own in isolation, then
8:49 present the final result. We go back
8:51 into the business and we run multiple
8:52 validation interviews with both
8:54 employees and the leadership. And this
8:56 is so so so so important because when
8:57 you go back to the employees, they
8:59 validate that yes, we this is really a
9:01 painful problem. Can you please solve
9:03 this? But the leadership validates that
9:04 solving this problem aligns with the
9:06 company's strategic goals. And you
9:08 absolutely have to have both. Um you
9:09 have to have that employee buyin or the
9:11 tools won't get used. And without the
9:12 leadership buyin, you're not going to
9:13 get the budget. And so the deliverable
9:16 from all of this work is a comprehensive
9:18 50 to 100page final report. Yes, it's a
9:21 beast, but it is the master plan. It is
9:22 their AI strategy roadmap. And it lays
9:24 out a strategic road map for their
9:26 entire AI implementation, blending those
9:28 quick wins that we had before with some
9:30 of the big gamechanging swings for them
9:31 to hit. In the free guide that I'm going
9:32 to be sharing with you guys at the end,
9:33 you'll be able to get some examples of
9:35 these key slides that we put in our
9:36 presentations that are needed to
9:38 communicate these kind of key
9:39 initiatives and the overall AR road map
9:45 All right. So once you've delivered that
9:46 50 to 100 page report, you've turned the
9:48 chaos of the company into order. The
9:50 client is blown away by how well you
9:51 understand the business and they've
9:53 approved the road map. Now it's time to
9:55 turn that order into what they really
9:56 want, which is growth, which of course
9:58 starts with actual development. So
9:59 following that final report, we will
10:00 check in with the clients. Sometimes
10:02 they'll need a month or two to get their
10:03 budget sorted out. Other times are like
10:05 sweet, let's go. But here is the most
10:07 important rule for this phase is that we
10:08 always start with the quick wins. We are
10:10 not going to go for the six-month
10:11 multi-million dollar moonshot project
10:14 first. That is a shorefire way to lose
10:16 trust and momentum. So we always pick
10:17 the project from the road map that is
10:19 the perfect blend of that high impact
10:21 and low difficulty cuz we want to get
10:23 them that tangible ROI on our entire
10:25 engagement including both the education,
10:27 the consulting and now the development
10:28 as soon as possible. And that's how you
10:30 get into by working with someone who
10:32 knows what they're doing. You get to
10:34 that ROI where we're just as invested in
10:35 making sure that this all makes sense
10:37 for you getting you to be in that 5% who
10:39 are really starting to see an ROI on
10:40 just the first AI initiative that you
10:41 actually deliver. And we see this time
10:43 and time again when you actually run the
10:44 numbers that a targeted and seemingly
10:46 quite basic relative to all the stuff
10:48 you hear about in the news. These
10:49 relatively basic systems can provide
10:51 hundreds of thousands of dollars in ROI
10:53 and savings from staff time wasted on
10:55 inefficient processes. And this is one
10:56 of the key things that I really want you
10:57 to all take away is that for most
10:59 businesses, the biggest quick wins that
11:01 can get you an ROI are in the most
11:02 boring places. We're talking about like
11:05 soul crushing manual data entry, endless
11:06 document creation, or the constant let
11:08 me just look that up for you kind of
11:10 tasks. In these cases, we can build a
11:12 relatively simple voice agent, a smart
11:14 transcription feature, or an agent to
11:15 query their internal documents and
11:16 instantly save the team hundreds of
11:18 hours a month. And it's these simple
11:20 systems that deliver a massive impact
11:21 and prove the value of what we're doing.
11:22 And these kinds of quick wins can cost
11:25 anywhere from 20 to $50,000 or more. But
11:27 at this point, businesses are within
11:29 arms length of getting their first ROI
11:30 providing AI systems built and
11:32 developed. But development is the
11:34 hardest part and it's the most difficult
11:36 to replicate this consulting side of
11:37 things. You could kind of do it
11:38 yourself, but at the end of the day, to
11:40 get things built out and actually
11:41 working in production, you need talented
11:43 developers. Because having a team with
11:44 enough skills and experience to be able
11:46 to tackle new and custom AI problems
11:48 every single time is quite rough. So, if
11:50 you're an AI agency owner just starting
11:51 out, your goal here is simple, to be
11:53 able to find just one versatile AI
11:54 developer with ideally some full stack
11:56 experience as well. And the best place
11:57 to find them is in communities like mine
11:59 where people are already skilled up and
12:00 passionate about the stuff and kind of
12:01 get the kind of things that you'd likely
12:02 need them to build. But when we are
12:03 scoping out these projects for our
12:05 clients, we give cost estimates and
12:07 ranges that give enough breathing room
12:08 to handle the unknowns that always pop
12:10 up. And once the project's kicked off,
12:11 the developers handle most of the client
12:12 communication themselves. They're really
12:13 good at that. And it's a lean and
12:15 efficient process designed to deliver
12:16 results without a ton of bureaucratic
12:20 overhead, which is the worst.
12:21 So, by this point, you know the business
12:23 better than the owner. And a fruitful
12:25 and long-lasting relationship can
12:26 actually be formed. It's really awesome
12:27 when you get it right. Instead of having
12:29 to go through that phase over and over,
12:30 you and the client just get to work with
12:32 each other on getting down to business.
12:33 Like you understand their business
12:34 fully, you're helping them deliver, get
12:36 a tangible ROI on their projects. And
12:37 from there on, it's like as long as
12:39 you're delivering and you're not hiking
12:40 your prices up too much, then you have a
12:41 long lasting relationship and
12:43 partnership you can form. And at
12:44 Morningside, we've literally been
12:45 working with some of our clients for
12:46 over a year now, coming up for two with
12:48 one of them. And this is how we see the
12:50 best results for businesses by following
12:51 through on a road map that we laid out
12:53 and staying in close contact with a team
12:55 who has the air to the ground on the new
12:56 things that are developing in the space
12:57 and what could maybe be applied and and
12:59 cutting through the noise of all of this
13:00 new stuff. What is actually relevant to
13:02 me? What is realistically able to be
13:04 plugged into my business and actually
13:05 provide an ROI. So every time a new and
13:07 more powerful model like GPT5 drops,
13:09 it's a business opportunity for both us
13:11 and our clients because we can go back
13:12 to our clients and we can offer them
13:14 upgrades to make their existing systems
13:16 more powerful and often cheaper as well.
13:17 So this is how you can massively
13:19 increase the lifetime value of every
13:20 client just by providing a ridiculous
13:22 amount of value over an extended period
13:23 of time because you know their business
13:24 so well. So this is how you build a
13:26 truly scalable agency. You just focus on
13:27 landing one or two of these major
13:29 transformation projects a quarter. You
13:30 start to stack and layer them. You of
13:32 course service and deliver well and you
13:34 able to build a predictable and high
13:35 margin business that's deeply embedded
13:37 in your client success. So while we are
13:39 here to automate businesses with AI,
13:40 it's also about building an
13:42 irreplaceable and long-term partnership
13:45 that's mutually beneficial.
13:47 Okay, so that's the playbook. Now, how
13:48 do you actually use it? This is going to
13:50 be your action plan, and I'm going to
13:51 break this down into two different
13:53 parts. One, what it means for AI agency
13:54 owners, and then secondly, what it means
13:56 for uh your more traditional business
13:57 owners. So, if you're an aspiring
13:59 entrepreneur, an AI agency owner likely,
14:00 then listen up because what I just
14:02 showed you, becoming a full AI
14:03 transformation partner or AITP like we
14:05 are at Morningside, is the endgame.
14:08 It's, let me be 100% clear, it took us
14:09 years to get here, and you need to
14:10 really build your way up to it. And
14:12 here's the path. Step one is you're
14:13 going to start as an AI automation
14:15 agency. You're going to use no code and
14:16 low code tools to deliver your first
14:17 projects. You're going to get your hands
14:18 dirty. You're going to learn how to
14:20 deliver real value for businesses with
14:22 the current tools and get comfortable
14:24 working with businesses and working with
14:25 your clients. Step two, you need to
14:27 evolve into an AI agency and you're
14:28 going to take those profits from your
14:29 first few projects and you're going to
14:30 be able to hire a full stack AI
14:32 developer. Now, with these kinds of
14:33 skills on the team, you can start to
14:35 offer more custom and complex solutions.
14:36 It's not just your basic automation. You
14:38 can now build full platforms out of them
14:39 and much more comprehensive systems. And
14:41 then step three, after you've been in
14:42 the trenches for a while, like we were
14:44 for two years, then you can move into
14:46 the AI transformation partner model and
14:48 start to sell this full and strategic
14:49 playbook of of AI transformation for a
14:51 business from start to finish. So to
14:52 help you get there, the resource that
14:53 I've got in the description is going to
14:54 give you everything you need to run your
14:56 first AI audit, which is going to break
14:58 down our questionnaires, the key slides
15:00 that we use on our uh slideshows, how to
15:02 calculate ROI, etc. And finally, if you
15:04 are a business owner, then you have two
15:05 clear options, which is option one,
15:07 doing it yourself. I've made this video
15:09 for you to be able to do this. Take the
15:10 entire playbook that I've broken down
15:11 here. Take the resource that I've got in
15:12 description as well. It's going to break
15:14 down how to do this on a much more
15:15 granular and tactical level. So, you're
15:16 going to take this entire playbook.
15:17 You're going to bring it to your team.
15:18 You're going to start the conversation
15:20 and you're going to run an audit on one
15:22 department at a time and just find one
15:23 pilot project that you can use to build
15:25 momentum. You can find developers and
15:26 communities like mine and make a post
15:28 and say, "Hey, I'm XYZ business. I'm
15:29 looking for this kind of thing. We've
15:31 identified this opportunity. Can someone
15:32 help us a develop it?" And that's the
15:34 best chance of finding really good
15:35 talent to help you do these projects
15:36 with. So long story short is that you
15:38 can lead this transformation internally,
15:39 but it's not going to be easy. I'm not
15:40 going to sugar coat it. It's not going
15:41 to be super easy. You're going to have
15:43 to bump into a lot of things, make a lot
15:44 of mistakes, but you can ultimately get
15:45 there. Then option number two, of
15:47 course, is to work with a team who can
15:48 help you do this. So, for example, if
15:49 you wanted to work with my team at
15:51 Warningsai, we can run this playbook for
15:53 you, but you have to apply to work with
15:54 us. And at this point, we're quite
15:55 selective with who we partner with
15:56 because we're really looking for those
15:57 long-term relationships of people that
15:59 we really want to work with for a long
16:00 time and where we can drive incredible
16:02 case studies in an industry as well. But
16:04 if you have a cool business and you're
16:05 doing good things and you're a good
16:07 person, then I'd love to have a chat and
16:08 see if we can help you make your AI transition.
16:13 So the opportunity at this point is
16:14 pretty clear. We've got this awesome
16:16 technology. People are really struggling
16:17 to get value with it. But that's like I
16:19 said because they're taking this back to
16:20 front run the wrong way and they're not
16:21 doing the ground work. They're not going
16:23 through the phases of education, of
16:24 identification, then ultimately
16:25 development. So this video is about
16:27 trying to give you the keys to do this
16:28 yourself. So, I've added our complete AI
16:30 audit resource uh down below based on
16:31 our internal templates and what we do at
16:33 Morningside AI. In there, you've got
16:34 questionnaire templates, you've got
16:35 examples of key slides, you've got how
16:37 we calculate ROI and things like that.
16:38 So, you can find that in the first link
16:39 in the description. Up here, I have a
16:41 video talking about how chat GBT can
16:43 fundamentally change the AI automation
16:45 landscape. It's very interesting stuff
16:46 myself. Aside from that, it's all for
16:47 the video. Thank you so much for
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