Steps
Identify your constraint
Determine if your business is limited by supply (capacity) or demand (customers) before implementing any AI tools
Eliminate before automating
Remove unnecessary processes that AI makes obsolete rather than automating broken workflows
Design AI-first workflows
Redesign processes from scratch with AI capabilities in mind rather than bolting AI onto existing systems
Maintain human oversight
Keep humans in control of customer communications while using AI for drafting and internal processes
Use structured prompting
Apply the GRIT framework (Goal, Role, Instructions, Tone) for consistent AI interactions