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