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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Use this when the idea is useful, but the next step is unclear.
agent job 01
Build follow-up first.
agent job 02
Give it the right context.
agent job 03
Keep approval in the loop.
agent job 04
Measure rescued opportunities.
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