Agent resourceChecklist · 6 min
The First AI Agent I'd Build for a Service Business
A practical checklist for your first AI agent: a follow-up agent, set up with clear rules before it touches your money, your customers, or your books.
Use this if leads, notes, promises, and follow-up are scattered across your business, or you're deciding what to let Muse or any other agent touch. Updated Oct 2026.
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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
why now
Meta just gave small businesses an agent.
02
agent job
Build follow-up first.
03
agent job
Give it the right context.
04
the keys
Before you give an agent the keys.
05
agent job
Keep approval in the loop.
06
agent job
Measure rescued opportunities.
07
example
One follow-up, start to finish.
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