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Buyer's guide

Choosing an AI automation partner

How to use this buyer's guide

Put this on your website or send it with your proposal. Owners comparing agencies get a fair way to choose and you start the conversation.

What is inside

What to compareFee
Questions to ask every agencyAsk how they start: Do they look at your process first?
Fixed fee, retainer or hourlyAgencies usually charge in one of three ways.
What a proposal should sayThe job: Described in your words.
Before you signRead the whole document.

Three title ideas for your own version

How to choose an automation agency
What to compare before you hire an AI agency
The plain guide to choosing an automation agency

Where to promote it

Your websiteyour proposal pagelocal business groupsa link in your email signature

Why would an agency publish a guide to choosing an agency?

Owners compare agencies anyway. A fair guide shows you are sure of your terms and brings clients who value clear fees.

Make this buyer's guide your own

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Process audit checklist

Checklist for AI automation agencies

For automation agencies that want business owners on their list before a first project.

Plain English automation glossary

Cheat sheet for AI automation agencies

For automation agencies that want clients who understand the words before they buy.

Client email templates

Email scripts for AI automation agencies

For automation agencies that want a clear, calm paper trail with every client.

First automation project guide

Guide for AI automation agencies

For automation agencies that want first time buyers who know what to expect.

Honest wording swipe file

Swipe file for AI automation agencies

For automation agencies that want to sound clear and honest on calls and in proposals.

Automation mistakes list

Mistakes list for AI automation agencies

For automation agencies that want small firms to avoid the errors that waste a first project.

First automation project roadmap

Roadmap for AI automation agencies

For automation agencies that want first time clients who know the plan and stay for the review.

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