logo
episode-header-image
Apr 2025
17m 36s

Transforming Agency Operations with AI A...

Jason Swenk
About this episode

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training

Are you still relying on basic ChatGPT prompts while your competitors create intelligent systems that work for them around the clock? The gap between basic AI users and strategic implementers is widening rapidly—and it could determine which agencies thrive in the coming years.

Today's featured guest leads the pack for this AI revolution. Through systematic implementation of advanced automation solutions, she drove an impressive 20% productivity increase across her agency's operations. By strategically integrating AI technologies throughout their processes, she's transformed her agency's capabilities and efficiency. Additionally, she’s now also helping businesses achieve these same results. Join us as we explore the exciting opportunities AI presents for businesses today and learn about her most successful tool: AI agents.

We welcome back Khushbu Doshi, COO of E2M Solutions, a white label agency partner where she focuses on driving more business and creating a world-class experience for their agency community to help them grow and reach their goals.

With over eight years of experience and having worked with more than 500 agencies, Khushbu dives into her recent journey exploring AI, including a significant productivity boost of 20% through automation. She also talks about AI agents, explaining how they differ from simply using tools like ChatGPT, and highlights their potential to streamline processes and enhance efficiency for agencies.

In this episode, we’ll discuss:

  • Why agents are the next step in AI usage in agencies.

  • AI-powered onboarding.

  • Ideas to expand AI application. 

Subscribe

Apple | Spotify | iHeart Radio

The Next Evolution of AI for Agencies: From Prompt Engineering to AI Agents

Most people think of AI innovation as learning to use ChatGPT and asking the right questions to get the most effective answers. While prompt engineering certainly has value, it represents only the beginning of AI's potential for agency operations. The next evolution—AI agents—offers significantly more sophisticated capabilities that can transform agency workflows.

Agents are a more specialized application of artificial intelligence designed to perform specific tasks based on user-defined parameters. How is this relevant for agencies? Unlike general-purpose AI tools, which provide responses based on a broad range of inputs, AI agents can be customized to understand and execute particular functions. They can be trained to understand particular clients, recall campaign histories, apply agency-specific methodologies, and operate within defined strategic frameworks.

This means that agency teams now have the ability to develop custom AI agents trained to operate according to specific requirements. The resulting tool works much better compared to just a conversation with ChatGPT.

AI-Powered Employee Onboarding

For agency owners interested in exploring AI agents, the process is remarkably accessible. Starting on the ChatGPT platform, users can simply select "create," name their agent, and begin training it with relevant information like branding guidelines, past success stories, and common client challenges.

In her case, Khushbu also uses AI agents for onboarding new new team members dreading the prospect of reading through extensive standard operating procedure (SOP) documents. However, it’s still a vital part of their training, so Khushbu thought of updating the process and making it more dynamic by training an agent to be an SOP expert. She fed it all the SOPs and instructed it to answer only the questions asked to it without searching the internet. This way, the SOPs are the agent’s knowledge base, never defaulting to the web for answers.

After implementing this system, Khushbu conducted a comparative test by providing new team members with both traditional SOP documentation and access to the AI agent.

The new team members were fascinated by the idea of not having to go to a supervisor with their questions and maybe feeling inadequate. Instead, they can ask as many questions as they like without feeling judged. This efficiency not only saves time but also allows team members to focus on more strategic tasks rather than getting bogged down in repetitive information retrieval.

Expanding AI Agent Applications in Agency Operations

Quality Assurance Automation

AI agents also excel in quality testing and following precise procedures consistently. You can program an agent to follow detailed checklists, ensuring that all necessary steps in a process are completed efficiently, thereby saving time and resources while maintaining high standards.

Khushbu suggests implementing a fallback strategy for comprehensive quality assessment. When an agent encounters limitations in its testing capability, it should clearly document:

  • Which items it successfully evaluated

  • Which items it couldn't assess

  • Specific reasons for any testing limitations

This strategy delivers substantial efficiency gains even when complete automation isn't possible. If the agent can only check 300 out of a list of 500 points, it has still reduced the amount of work for the assigned employee to do by 200 points.

Creating an AI Agency Within Your Agency

Furthermore, you can program agents to work a specific role within your team and have several agents to communicate with each other. In this sense, you can build an AI social media team, with a CMO, strategist, tester, etc, and automate 90% of the marketing process.

With AI agents generating ideas, testing concepts, producing initial drafts, and evaluating performance metrics, the human team can then focus on selecting optimal approaches, refining creative elements, and adding the distinctive perspective that differentiates the agency's work.

Competitive Intelligence Automation

Finally, it’s also a great way to automate the research needed in your particular industry. If you want to know what your competitors are up to, just program an agent to do that research for you and present a summary of the campaigns they’re running and you’ll be saving a lot of time.

A Wake-Up Call for AI-Reluctant Agencies

Right now it seems every day there are new ways to integrate AI into your agency services and it can be as exciting as it can be overwhelming. Just remember that this technology has the potential to make your life easier in many ways, and that’s how it should be used.

As organizations explore the potential of AI tools, try to remain open-minded and proactive in seeking out innovative solutions. Khushbu encourages listeners to look beyond the mainstream offerings and discover the myriad of tools that can enhance their operations. By doing so, they can position themselves at the forefront of technological advancements and operational efficiency.

Refusing to use AI nowadays would be like refusing to use the internet back in the late 90s. The technology is already here so there’s no going back; It’s only a matter of whether or not you’re willing to adapt and not be left behind.

Do You Want to Transform Your Agency from a Liability to an Asset?

Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Up next
Today
Thinking of Selling Your Agency? Cash Out for Max Value (and Avoid the Biggest Mistakes) With Sean Hakes | Ep #827
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you growing your agency with the goal of selling it one day? More importantly, are you taking the right steps now to ensure it’s actually worth what you think it is? Toda ... Show More
23m 41s
Aug 17
How to Scale an Agency by Simplifying Your Offer and Niching Down with Nate Freedman | Ep #826
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What happens when you stop chasing $30K projects and start solving real problems for smaller clients in a way that actually works? Today’s featured guest had been building $3 ... Show More
27m 36s
Aug 13
Can You Scale an Agency Without Relying on Retainers? With Eric Baum | Ep #825
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you stuck chasing new clients while ignoring the goldmine in your past customer list? Does your agency feast on projects but starve for predictable revenue? Today’s featu ... Show More
27m 53s
Recommended Episodes
Jun 2024
#569 - How To Scale Your Amazon Business
Join us for an insightful episode where we sit down with Christi Michelle, an expert in scaling Amazon businesses and the founder of The COO Integrator. Christi shares her fascinating journey from running an Amazon brand management agency to becoming a fractional Chief Operating ... Show More
30m 19s
Apr 2024
TCC Podcast #389: Building a Copy Business Slowly with Kim Kiel
You've heard the saying: slow and steady wins the race. Well, that's exactly the approach our guest for the 389th episode of The Copywriter Club Podcast built her business. Today we're talking with copywriter Kim Kiel about getting better month and month, and year after year—and ... Show More
1h 2m
Oct 2024
628. "I want to grow my product business to make $20,000 per month, but I’m at capacity. How can I do this?" | Coaching Session
Welcome back, product bosses! We have another exciting coaching session with Haley, the founder of Sunbird Collective, who sells handmade body care goods. If you’re wondering how you can expand your business but feel like there are zero hours left in your day, this episode is for ... Show More
53m 34s
Dec 2020
The Secret To Longevity: Hooks, Hooks, Hooks
If you want to learn the secret to selling more of your products consistently, this is it… Hit me up on IG! @russellbrunson Text Me! 208-231-3797 Join my newsletter at marketingsecrets.com ---Transcript--- What's up everybody. Good morning. This is Russell Brunson. Welcome to the ... Show More
12m 49s
Apr 2022
You Won’t Have A Successful Business If You Won't Do THIS
What most people don’t know is that when you start a business, you have to make the conscious decision to become a marketer.Because as much as you love what you do (whether it be painting, copywriting, cooking, photography, business coaching or anything else), the reality is that ... Show More
15m 44s
Aug 2021
Your Profit Road Map for More Sales & a Truly Sustainable Business
Send us a textWhat do you think you need to gain in order for your business to change and grow? Too often entrepreneurs get hyped up to chase vanity metrics like huge numbers of Instagram followers or email subscribers. Ultimately though, gaining five or 10 new clients is all you ... Show More
33m 16s
Apr 2025
Buying a $1M Service Business? Here’s How to Double It with Marketing (Brien Gearin’s Exact Process)
Brien Gearin is the founder of Ricochet Marketing - a company that helps service businesses scale their revenue through digital marketing!Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coachi ... Show More
34m 14s
Feb 2019
TSE 1036: How To Have A Constant Flow of New Customer
One of the biggest challenges in business is keeping that constant flow of new customers in the pipeline. How you brand yourself and your company is imperative in producing growth and recurrent revenue. Johanne Wilson is co-founder of a Florida-based design agency called COOL Cre ... Show More
23m 24s
Jul 2024
606. “My sales are down 30%, how do I get more people to discover my business?” | Coaching Session
Welcome back, product bosses! I have another amazing coaching session for you today with Breanne of Texas Cork Company, who is business partners with her mom, and sells a variety of cork-made products and accessories! If you’ve been struggling with figuring out how to increase yo ... Show More
1h 13m
Aug 2022
Fix Your Follow Up Failure To Grow Sales, Chris Wills
Professional Sales Tips you'll learn today on The Sales Podcast... Marketing for over a decade 7-year focus on financial advisers Early in the paid marketing space like YouTube and Facebook ads An internet marketing guy he followed took his skills to old school industries that we ... Show More
42m 7s