Great news, your AI Consulting persona is…
The Investor
Your business savvy and the network you’ve built throughout your career will help you dive right into making sales – and we’ll help you skill up rapidly on the tech side, including determining when and where you might want to hire a coder or techie to help with clients projects.
As an investor, you bring advanced business skills to your AI consultancy and likely have years of experience winning clients’ trust and making major sales. However, you’re also well aware that you’re not a “techie” or coder, so you want to skill up on AI while also potentially hiring a team to help you deliver projects once you get rolling.
You’ll start with the AI Consulting Service Matrix, a menu of services that you’ll be able to offer to future clients. It’s likely that you’ll feel comfortable selling some of these services right away, since the sales process is no sweat for you. And even if you don’t dive right into Scoring Your First Gig, the service menu will inspire you and you’ll likely have dozens of new ideas in your first few weeks about what you can offer to clients.
Then, you’ll want to follow our AI crash course to skill up on AI – even if you don’t want to get to a “super techie” level, these AI skills will ensure you can deliver trainings, help clients with strategy, and hire advanced tech folks down the road if you choose not to do the more advanced stuff yourself.
Your biggest challenge will be transitioning from a less-technical career to one that’s centered on the most cutting-edge technology. You’ll be leveraging the business and sales skills you’ve developed over many years in your career, but also constantly exploring new things, and figuring out the proper balance between “do it yourself” and “hire help” in this new ecosystem.
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Where to Start:
[ Note: When you enroll, you’ll get access to all the lessons we mention below. For now, we’ve removed the links from this section to avoid confusion for folks who haven’t yet enrolled. ]
Because you’re coming in with excellent business skills or corporate experience, we recommend starting with a quick overview of the AI Consulting Service Menu. This will give you an idea of what you’ll be able to provide to clients, and you’ll be able to start brainstorming your menu right away.
Even though you won’t have the tech skills to start delivering the more complex services right away, odds are that building a draft of your Service Menu will spur a ton of ideas and help you create a simple roadmap for the next few months.
To see what other consultants are doing (with far less business experience than you already have), start with our lesson on Real-World AI Consulting Businesses (that you can build right now). Then work through the lessons in the “Launch in 7 Days” projects until you get to Score Your First Gig.
You should try to sell AI 101 trainings to your existing network of personal and business associates right away, following the structure of the Score Your First Gig lessons. Also listen carefully for clients who ask for more — it is likely that one or two folks in your network will be ready for bigger projects in the near future.
If you struggle with your Exclusivity Statement, that’s OK. Start with something very general (just use location rather than industry and qualifier, for example) and try to make the early, low-cost sales to prove you can do it, as described in Score Your First Gig. We even have detailed example videos, slides and a proposal template for what your “First Gig” – usually an AI 101 training – will look like.
Then, dive into our lessons on Mastering the AI Economy and Tools and our AI Crash Course to help you skill up on AI. A great goal would be to Build Your First AI Workflow, even following This Step-By-Step Tutorial if you’d like!
What to Focus On:
- Level up your AI and tech skills while understanding that you don’t need to be anywhere close to a coder or expert to start helping others. You are already ahead of most people just by being an AI enthusiast
- Pick one or two services (most likely from our Training list) for your initial service menu, then get out there and start talking to real people
- Get “out of your head” fast – hearing real questions and comments from real prospective clients is 100x more valuable than waiting to learn more
Common Challenges:
- Many investors can quickly envision a ton of different ways that they can help people they know (in their personal or business networks) build solutions with AI. However, because they’re relative novices on the tech side, it can sometimes be difficult to determine which projects are “easy” and “hard” from a tech standpoint. We’ll help you get a handle on all your service ideas and order them from “straightforward” to “super complex” so you can take action accordingly.
How to Win Big:
- Once you have made some initial sales, you’ll likely benefit from hiring or partnering with a coder or tech-savvy professional to help you implement some of the more complex “software build” types of projects, since you can likely envision and sell those, but you do not currently have the ability to build them alone.
Complementary Personas
- Coming Soon ✨ — Learn which personas are a great complement to yours
Recommended Tech Stack
- Coming Soon ✨ — Learn which tools are the ideal fit for your persona
Not an Investor?
You might also be a Strategist (more advanced tech skills) or a Producer (less advanced business skills). Or, you can retake the quiz.