Free guide 15 pages PDF
A Five-Phase
Agent Roadmap
Choose your first agent workflow and plan what comes next. A practical roadmap for agencies, consultancies and service businesses.
For leaders of agencies, consultancies and service businesses building agents for their teams or their clients.
- Score your business to find where to start.
- Work through five phases with clear deliverables.
- Build a business case using practical examples.
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What’s inside
Turn AI ambition into an operating plan.
Assess where your business stands, then work through five phases with a clear goal, deliverable and definition of done for each.
- 01
Identify
Find and prioritise the right workflows
- 02
Prepare
Map data sources, owners and access
- 03
Build
Choose your platform and prove your first agents
- 04
Train and Educate
Train your team and establish ownership
- 05
Integrate
Connect agents to live systems and everyday delivery
Also inside: a business maturity scorecard, guidance for client delivery, two real examples and a business-case framework.
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