Revision as of 11:22, 8 December 2023

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

WHO:

(How many?) Professional Service companies with more than $250,000/year . Example customers:

TaxPlanIQ

AgileWriter

Peekerton

File:Automating Professional Services to reduce labor cost.png

Automating Professional Services to reduce labor cost

WHAT: Expert system built to emulate the Subject Matter Expert in a Professional Services company.

WHY:

So that (especially the junior) staff is able to serve customers faster & accurately. Read the chapter on right from the book "The Boutique" that shows examples of professional service companies that automated their process to gain competitive edge

Also read speculation from greylock on Co-pilot for Services

Professional Service companies would improve their Customer Intake process, to increase their Sales Funnel's top line and also save time of their staff to onboard new clients

WHO

For BeginAProject, we are building a home construction service related chatbot. It will provide estimation of home construction projects to professionals

For Jaya.ai we would have helped drive leads on TOFU for law firms, and also helped automate some customer onboarding process for lawyers

WHAT

A long customer onboarding form is turned into a chatbot that asks less number of questions, and that too while writing their documents in real time on the fly as questions are being answered.

WHY

More prospects in the Sales Top of the funnel for Professional Service companies.
Some customers not having to hire the services firm because the gig was easy for the bot, customer was able to self-help themselves talking to the bot
Onboarding time reduces for new customers

References

@@ Line 2: / Line 2: @@
 '''WHO:'''
-(How many?) [[:en:Professional_services|Professional Service companies]] with more than $250,000/year in revenues
+(How many?) [[:en:Professional_services|Professional Service companies]] with more than $250,000/year . Example customers:
-Examples.
+[[TaxPlanIQ]]
+[[AgileWriter]]
-* for TaxPlanIQ we are building a Tax Consulting Chatbot Jaine. They were providing tax consulting services to their clients, and guiding their employees on same
+[[Peekerton]]
-* for ProTuff we are building Chatbot. They were providing advice on how to maintain their pool to their customers & prospects.
+[[File:Automating Professional Services to reduce labor cost.png|thumb|Automating Professional Services to reduce labor cost]]
-* For insurance Champion, we are exploring to build a virtual assistant that should be capable enough to generate personalized plan based on certain questionnaire with users.
-* For "Begin a project", we are building a home construction service related chatbot. It will provide estimation of home construction projects to professionals
-* <br /> '''WHAT:'''
+'''WHAT:'''
 [[:en:Expert_system|Expert system]] built to emulate the [[:en:Subject-matter_expert|Subject Matter Expert]] in a Professional Services company.
@@ Line 16: / Line 18: @@
 '''WHY:'''
-So that (especially the junior) staff is able to serve customers faster & accurately
+So that (especially the junior) staff is able to serve customers faster & accurately. Read the chapter on right from the book "The Boutique" that shows examples of professional service companies that automated their process to gain competitive edge
-* @Chandan: Give reference to The Boutique company where automation in service companies is suggested
+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]
-* @Chandan: Give reference to [https://greylock.com/greymatter/seth-rosenberg-product-led-ai/ Product Led AI section] where automation in service companies is suggested
-= Example Customers =
+= Professional Service companies would improve their Customer Intake process, to increase their Sales Funnel's top line and also save time of their staff to onboard new clients =
-[[TaxPlanIQ]]
+'''WHO'''
+For [[BeginAProject]], we are building a home construction service related chatbot. It will provide estimation of home construction projects to professionals
+For [[Jaya.ai]] we would have helped drive leads on TOFU for law firms, and also helped automate some customer onboarding process for lawyers
+'''WHAT'''
+A long customer onboarding form is turned into a chatbot that asks less number of questions, and that too while writing their documents in real time on the fly as questions are being answered.
-[[AgileWriter]]
+'''WHY'''
-[[Peekerton]]
+* More prospects in the Sales Top of the funnel for Professional Service companies.
+* Some customers not having to hire the services firm because the gig was easy for the bot, customer was able to self-help themselves talking to the bot
+* Onboarding time reduces for new customers
 = References =
 [[Category:Expert System in Professional Services]]