Agent resourceChecklist · 11 min
The First AI Agent I’d Build for a Service Business
A practical checklist for building a follow-up agent before you build anything flashy.
Use this if leads, notes, promises, and follow-up are scattered across your business.
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These are the same frameworks I use in real client builds, written down so you can run them yourself.
Inside the resource
Use this when the idea is useful, but the next step is unclear.
01
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Build follow-up first.
02
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Give it the right context.
03
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Keep approval in the loop.
04
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Measure rescued opportunities.
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