Public:AI Copilot for Services - Revision history

Tushar Goswami at 23:21, 25 January 2025

2025-01-25T23:21:08Z

← Older revision		Revision as of 04:51, 26 January 2025
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	Service Offerings come with Procedure Manuals {source: Ch11}. But delivery staff might need guidance or monitoring as they follow procedure		Service Offerings come with Procedure Manuals {source: Ch11}. But delivery staff might need guidance or monitoring as they follow procedure

	= Customers are served faster, accurately, and even by junior staff =		= Solutions =

			== Customers are served faster, accurately, and even by junior staff ==
	'''WHO:'''		'''WHO:'''

Line 52:		Line 54:
	Also read speculation from greylock on [https://greylock.com/greymatter/seth-rosenberg-product-led-ai/#:~:text=competing%20at%20all.%E2%80%9D-,Co%2Dpilot%20for%20services,-One%20of%20the Co-pilot for Services]		Also read speculation from greylock on [https://greylock.com/greymatter/seth-rosenberg-product-led-ai/#:~:text=competing%20at%20all.%E2%80%9D-,Co%2Dpilot%20for%20services,-One%20of%20the Co-pilot for Services]

	= Improve their Customer Intake process, to increase their Sales Funnel's top line =		== Improve their Customer Intake process, to increase their Sales Funnel's top line ==
	'''WHO'''		'''WHO'''

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	* Onboarding time reduces for new customers		* Onboarding time reduces for new customers

	= Help competitors to serve their clients faster & better =		== Help competitors to serve their clients faster & better ==

	= Reduce customer onboarding time =		== Reduce customer onboarding time ==
	Eg a retirement planning company, would ask questions about Health, Housing, Finance, Family, Legal - and "educate" them into considering some retirement plans tailored to their needs (under those 5 categories).		Eg a retirement planning company, would ask questions about Health, Housing, Finance, Family, Legal - and "educate" them into considering some retirement plans tailored to their needs (under those 5 categories).

			= See Also =
			[https://docs.google.com/presentation/d/12OiaI6wkun__2gwuH7ArrK67yt67REaIjItlPJUitIw/edit#slide=id.p14 Lean Business Canvas for Services Copilot]

	= References =		= References =
	[[Category:Expert System in Professional Services]]		[[Category:Expert System in Professional Services]]

Tushar Goswami at 00:51, 4 April 2024

2024-04-04T00:51:08Z

← Older revision		Revision as of 06:21, 4 April 2024
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	[https://smartercodes-my.sharepoint.com/:v:/g/personal/tushar_smarter_codes/EWOwjexEgVtLq9j608o9kA0B7T9lIx9Lwatd1PqdHm58fw?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=2YkLeM Watch video explaining the sections below..]		[https://smartercodes-my.sharepoint.com/:v:/g/personal/tushar_smarter_codes/EWOwjexEgVtLq9j608o9kA0B7T9lIx9Lwatd1PqdHm58fw?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=2YkLeM Watch video explaining the sections below..]

			= Problems of Professional Service companies =

			== Service businesses are ripe for disruption by AI ==

			== Leaders of Boutiques have hard time replicating themselves in their employees ==
			In space where legacy firms dont exist and they do complicated error prone work, workforce is limited with slow turn around times{source: Ch5}
			Service Offerings come with Procedure Manuals {source: Ch11}. But delivery staff might need guidance or monitoring as they follow procedure

	= Customers are served faster, accurately, and even by junior staff =		= Customers are served faster, accurately, and even by junior staff =

Mayank Gupta: /* Customers are served faster, accurately, and even by junior staff */

2024-02-26T10:25:40Z

Customers are served faster, accurately, and even by junior staff

← Older revision		Revision as of 15:55, 26 February 2024
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	[[Peekerton\|VC Assistance AI]]		[[Peekerton\|VC Assistance AI]]
	[[File:Public:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]		[[File:Public:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]

			[[Sales Proposal Writing AI]]

			[[Maritime Assistance AI]]


	'''WHAT:'''		'''WHAT:'''
	[[:en:Expert_system\|Expert system]] built to emulate the [[:en:Subject-matter_expert\|Subject Matter Expert]] in a Professional Services company.		[[:en:Expert_system\|Expert system]] built to emulate the [[:en:Subject-matter_expert\|Subject Matter Expert]] in a Professional Services company.

Samuel J at 05:04, 9 January 2024

2024-01-09T05:04:25Z

← Older revision		Revision as of 10:34, 9 January 2024
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	[[File:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]		[[File:Public:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]
	In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of clients they can serve at a time. Their expertise can be cloned by AI so that human and AI team up to serve more clients at a time.		In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of clients they can serve at a time. Their expertise can be cloned by AI so that human and AI team up to serve more clients at a time.

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	[[Peekerton\|VC Assistance AI]]		[[Peekerton\|VC Assistance AI]]
	[[File:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]		[[File:Public:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]

Tushar Goswami at 15:08, 7 January 2024

2024-01-07T15:08:27Z

← Older revision		Revision as of 20:38, 7 January 2024
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	(How many?) [[:en:Professional_services\|Professional Service companies]] with more than $1,000,000/year . Example customers:		(How many?) [[:en:Professional_services\|Professional Service companies]] with more than $1,000,000/year . Example customers:

	[~~[TaxPlanIQ\|~~Tax Consulting AI]]		[https://beta.smarter.codes/our-project/tax-firm-ai/ Tax Consulting AI]

	[~~[AgileWriter\|~~Medical Writing AI]]		[https://docs.google.com/document/d/1rIT06kK3ShyUfoqi9ngK3gHHaUtB_INEny25iRAdElI/edit Medical Writing AI]

	[[Peekerton\|VC Assistance AI]]		[[Peekerton\|VC Assistance AI]]

Tushar Goswami at 14:58, 7 January 2024

2024-01-07T14:58:10Z

← Older revision		Revision as of 20:28, 7 January 2024
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	If an AI-based agent could combine information from a client’s portfolio, the individual firm’s equity research, and the firm’s CRM — all trained on an individual’s unique tone – a wealth manager could send personalized notes to clients every week by simply pressing a button. In the end, if a wealth manager can deliver personalized service to 1,000 clients instead of 100, everyone is better off.		If an AI-based agent could combine information from a client’s portfolio, the individual firm’s equity research, and the firm’s CRM — all trained on an individual’s unique tone – a wealth manager could send personalized notes to clients every week by simply pressing a button. In the end, if a wealth manager can deliver personalized service to 1,000 clients instead of 100, everyone is better off.

	[https://smartercodes.sharepoint.com/:v:/s/~~SalesMarketing~~/~~EcQGq58J9cVHvbviM3oFDVoBPI_H9wXQvdt0x-DZLDKYgQ~~?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=~~kQJlv5~~ Watch video explaining the sections below..]		[https://smartercodes-my.sharepoint.com/:v:/g/personal/tushar_smarter_codes/EWOwjexEgVtLq9j608o9kA0B7T9lIx9Lwatd1PqdHm58fw?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=2YkLeM Watch video explaining the sections below..]

	= Customers are served faster, accurately, and even by junior staff =		= Customers are served faster, accurately, and even by junior staff =

Tushar Goswami: Tushar Goswami moved page AI Copilot for Services to Public:AI Copilot for Services

2024-01-07T14:42:01Z

Tushar Goswami moved page AI Copilot for Services to Public:AI Copilot for Services

← Older revision

Revision as of 20:12, 7 January 2024

Tushar Goswami at 14:41, 7 January 2024

2024-01-07T14:41:24Z

← Older revision		Revision as of 20:11, 7 January 2024
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	[[File:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]		[[File:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]
	In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of ~~projects~~ they can ~~undertake~~ at a time. ~~The~~ expertise can be cloned by AI.		In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of clients they can serve at a time. Their expertise can be cloned by AI so that human and AI team up to serve more clients at a time.

	If this SME's job involves		If this SME's job involves

Tushar Goswami at 13:37, 7 January 2024

2024-01-07T13:37:07Z

← Older revision		Revision as of 19:07, 7 January 2024
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			[[File:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]
			In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of projects they can undertake at a time. The expertise can be cloned by AI.

			If this SME's job involves

			✅ analyzing and transforming data

			✅ a lot of text- based coordination

			✅ work across multiple apps

			then a combination of GPT + RPA can easily clone the SME and augment the staff. Thereby building an [[:en:Expert_system\|Expert system]] that clones the Subject Matter Expertise. Take wealth managers as an example. According to Morgan Stanley, the biggest indicator of client retention for wealth managers is not portfolio performance, but consistency of personalized interactions with clients.

			If an AI-based agent could combine information from a client’s portfolio, the individual firm’s equity research, and the firm’s CRM — all trained on an individual’s unique tone – a wealth manager could send personalized notes to clients every week by simply pressing a button. In the end, if a wealth manager can deliver personalized service to 1,000 clients instead of 100, everyone is better off.

	[https://smartercodes.sharepoint.com/:v:/s/SalesMarketing/EcQGq58J9cVHvbviM3oFDVoBPI_H9wXQvdt0x-DZLDKYgQ?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=kQJlv5 Watch video explaining the sections below..]		[https://smartercodes.sharepoint.com/:v:/s/SalesMarketing/EcQGq58J9cVHvbviM3oFDVoBPI_H9wXQvdt0x-DZLDKYgQ?nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1MaW5rIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXcifX0%3D&e=kQJlv5 Watch video explaining the sections below..]

	= ~~Professional Services companies, would build Expert System for their Subject Matter Expert, so that customers~~ are served faster, accurately, and even by junior staff =		= Customers are served faster, accurately, and even by junior staff =
	'''WHO:'''		'''WHO:'''

Line 24:		Line 39:
	Also read speculation from greylock on [https://greylock.com/greymatter/seth-rosenberg-product-led-ai/#:~:text=competing%20at%20all.%E2%80%9D-,Co%2Dpilot%20for%20services,-One%20of%20the Co-pilot for Services]		Also read speculation from greylock on [https://greylock.com/greymatter/seth-rosenberg-product-led-ai/#:~:text=competing%20at%20all.%E2%80%9D-,Co%2Dpilot%20for%20services,-One%20of%20the Co-pilot for Services]

	= ~~Professional Service companies would improve~~ their Customer Intake process, to increase their Sales Funnel's top line =		= Improve their Customer Intake process, to increase their Sales Funnel's top line =
	'''WHO'''		'''WHO'''

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	* Onboarding time reduces for new customers		* Onboarding time reduces for new customers

	= ~~Professional Services Companies would help their~~ competitors to serve their clients faster & better =		= Help competitors to serve their clients faster & better =

	= ~~Service or Product company which has huge~~ customer onboarding time =		= Reduce customer onboarding time =
	Eg a retirement planning company, would ask questions about Health, Housing, Finance, Family, Legal - and "educate" them into considering some retirement plans tailored to their needs (under those 5 categories).		Eg a retirement planning company, would ask questions about Health, Housing, Finance, Family, Legal - and "educate" them into considering some retirement plans tailored to their needs (under those 5 categories).

	= References =		= References =
	[[Category:Expert System in Professional Services]]		[[Category:Expert System in Professional Services]]

Tushar Goswami: Tushar Goswami moved page W3 Expert System inside Professional Services company to AI Copilot for Services

2024-01-07T13:21:08Z

Tushar Goswami moved page W3 Expert System inside Professional Services company to AI Copilot for Services

← Older revision

Revision as of 18:51, 7 January 2024

← Older revision		Revision as of 10:34, 9 January 2024
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	[[File:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]		[[File:Public:Co-pilot for Services.png\|thumb\|Spend on Software vs Services]]
	In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of clients they can serve at a time. Their expertise can be cloned by AI so that human and AI team up to serve more clients at a time.		In a typical [[:en:Professional_services\|Professional Service firm]] there is Senior Staff, often Founders who are [[:en:Subject-matter_expert\|Subject Matter Experts]] (SME) of their industry. They provide services to their clients way better than the junior staff. But they have only limited amount of hours per day, and hence only limited amount of clients they can serve at a time. Their expertise can be cloned by AI so that human and AI team up to serve more clients at a time.

Line 26:		Line 26:

	[[Peekerton\|VC Assistance AI]]		[[Peekerton\|VC Assistance AI]]
	[[File:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]		[[File:Public:Automating Professional Services to reduce labor cost.png\|thumb\|Automating Professional Services to reduce labor cost]]