The AI Automation Playbook
We'll Help You Start, Launch, and Scale Your AI Business in 90 Days
Even if You Have 0 Experience
All Without Any Coding or You Having to Quit Your Job
Written by Bruno Souza (Marketing Agency Owner, Entrepreneur)
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Table of Contents
- The Current State of Things
- The AI Opportunity
- The Problem You Solve
- How You Solve it
- How You Get Paid
- Proof
- The Offer
The Problem You Solve
*Quick heads up, we're getting into the "how it works" stuff. This is where most people's brains check out. Their brain says "this is new and uncomfortable" so they go back to scrolling. If that's you - no hard feelings. But if you're still here in 3 minutes, you're already better than 90% of people.
To get paid, you solve problems.
In order to understand what kind of problem we solve for business owners…
You need to know what a "Business Pipeline" is.
A pipeline is just the steps, or "stages" someone takes to go from Stranger → Paying Customer.
Think of it like dating:
Stage 1: Meet someone → Lead
Stage 2: Get their number → Contact
Stage 3: First date → Discovery call
Stage 4: Things get serious → Proposal / Offer
Stage 5: They commit → Closed deal
Stage 2: Get their number → Contact
Stage 3: First date → Discovery call
Stage 4: Things get serious → Proposal / Offer
Stage 5: They commit → Closed deal
A good pipeline turns new people into paying customers.
The problem: Most businesses are losing money at every stage of the pipeline because they do not have good marketing.
And that's the opportunity:
1
We use AI agents to help business owners with their marketing
2
Business owners generate more revenue while reducing expenses and saving time.
3
Because AI agents are the ones doing the work, we collect passive income.
Here are real examples
Before the sale (lead, contact, discovery stages)
- Stage 1 (New Lead): Missed customer calls (most businesses miss 20% on avg) → 20% of leads lost
- Stage 1 (New Lead): No chatbot on site → 20% of website leads lost
- Stage 2 (Contact): 20% of people buy in 30 days.
An additional 40% buy in 6 months if they're followed up with.
So, No follow-up → 40% of leads lost
- Stage 3 (Discovery): No appointment reminders → 15-20% of people no-show for their appointments.
Every lead is a lost customer, and every lost customer is lost revenue.
Individually, these problems aren't critical, but when you add it all together…
For example, a $1,000,000/year business with every leak could be making $1,600,000/year if they had an optimized pipeline.
Now to be realistic, most businesses do not have EVERY leak. But they always have 1 or more.
But, it's not just before the sale where their pipeline fails.
Their pipelines fail after the sale too.
After the sale:
- No review requests → hurts AI/Google rankings & credibility (they get less customers)
- They don't ask their customers if they want to buy again → 30%+ would buy again (thus, 30% loss)
- They don't ask for referrals → 15% would give one (thus, 15% loss)
Why Don't Business Owners Fix This Problem Themselves?
In order for business owners to fix their marketing (assuming they had the knowledge)…
They would need to hire:
They would need to hire:
→ 2+ admins to answer phones 24/7 ($50k/year each)
→ 1 tech guy who can help them track the data ($75k/year)
→ 1 in-house marketer who nurture customers ($60k/year)
→2-3 sales reps to follow up with leads ($50k/year each + commission)
→ 1 tech guy who can help them track the data ($75k/year)
→ 1 in-house marketer who nurture customers ($60k/year)
→2-3 sales reps to follow up with leads ($50k/year each + commission)
They would need to train all that staff, and hope that nobody quits.
Or - they can hire 1 AI person to solve all these problems for them, in less than 2 hours, and enjoy a pipeline that's converting up to 60% more leads into customers.
And that's where you come in.
How AI Fixes Everything
AI Agents can fix ALL of these leaks — with about 2 hours of setup.
What Everyone Gets Wrong:
But here's where most people go wrong. They think that to solve all the problems above, they need to stitch 7+ Different AI platforms together - Vapi, N8N, Make, Aura, etc… And they call it a business. This doesn't work.
P.S - the gurus promoting this? They've never ran a real AI agency. They got rich selling courses, not by building what they teach. They sell theory, not what's working in the real world.
What Actually Works:
At the top of the food chain, you have people using a single platform that hosts all AI agents, comes with them pre-built, and makes them easy to clone.
Why? Because the best businesses are simple, easy to automate, and easy to scale.
No coding. No stitching 5 things together.
Why? Because the best businesses are simple, easy to automate, and easy to scale.
No coding. No stitching 5 things together.
How I Scaled To My First $20k/mo Without Running Ads
This comprehensive process outlines the step-by-step approach to building and scaling your AI automation business, from identifying your niche to expanding nationally.
1. Pick Your Niche
Choose a niche you have experience in, or pick from proven winners:
→ Home Services (plumbers, HVAC, roofers, cleaners, etc…)
→ Health & Wellness (gyms, med spas, chiropractors, etc…)
→ Medical (dentists, vets, private practices, etc…)
→ Legal (personal injury, immigration, estate planning, etc…)
→ Real Estate (agents, brokers, property managers, etc…)
→ Automotive (repair shops, detailing, body shops, etc…)
→ Health & Wellness (gyms, med spas, chiropractors, etc…)
→ Medical (dentists, vets, private practices, etc…)
→ Legal (personal injury, immigration, estate planning, etc…)
→ Real Estate (agents, brokers, property managers, etc…)
→ Automotive (repair shops, detailing, body shops, etc…)
2. Research Your Target
Use AI (like Perplexity) to find your target niches pain points, desires, and what kind of AI offers they're the most likely to say "yes" to.
3. Choose Your Payment Model
→ Monthly retainers
→ One Time Set Up
→ Revenue share
→ Equity deals
→ Hybrid (I mostly use retainers + set up fees)
→ One Time Set Up
→ Revenue share
→ Equity deals
→ Hybrid (I mostly use retainers + set up fees)
4. Automate Free Trials
Use tools like Apollo to find leads, and Instantly to reach out to them. When you're starting off, the easiest way to get clients is to offer a handful of free trials.
5. Build 5 Local Case Studies
That's all you need to establish authority and credibility in your market.
6. Expand Nationally
Target companies with multiple local franchises. Show them your case studies.
Do great work for 1 franchisee → they connect you with the entire chain.
Do great work for 1 franchisee → they connect you with the entire chain.
Proof That This Works
I wasn't always the guy running a marketing agency, working with Fortune 500 brands, speaking at conferences, and traveling the world.
But in my early 20s, when I was working at a bank I realized something: our wealthiest clients weren't 9-5ers, they were the people that owned businesses.
And after talking with them, I realized true wealth isn't built by chasing promotions or getting complacent with paychecks.
It's built by creating businesses that cashflow, and using that cashflow to invest into more assets.
So I started looking for alternatives to the 9-5…
Long story short: I started buying online courses.
Tried everything - SMMA, drop shipping, crypto, funnels, MLMs, YouTube, and more…
Tried everything - SMMA, drop shipping, crypto, funnels, MLMs, YouTube, and more…
And I failed with all of it.
But I knew the path to wealth, freedom, and control wasn't through a 9-5, so I kept looking.
Then I discovered digital marketing.
Not the "flashy lambo" type marketing — but helping everyday business owners grow type of marketing.
Not the "flashy lambo" type marketing — but helping everyday business owners grow type of marketing.
And that's how I got here.
$1,000,000/yr
By age 26
48
Full Time Employees
8 Years
In Business
$73m
In Revenue Generated For Clients
76+
Clients scaled to 7 figures
400+
People Helped Launch AI businesses
My Offer To You
Firstly, I'll show you how to start, grow, and scale your own AI Employee business - even if you have zero technical skills, have never written a line of code, and don't consider yourself "techy."
Secondly, I'll show you how to do this without quitting your current job, just 5-10 hours/week.
Thirdly, I'll show you how to find businesses that are losing money from bad pipelines - and position yourself as the person who fixes it using simple AI tools that already exist.
Finally, I'll hand you my complete AI System - the same system I've used to generate $73 million for clients and help 400+ students launch their own businesses. A system designed to get you your first paying client and build recurring revenue that compounds month over month.
And not only that - I'll personally show up 3-4 times per week to coach you through every step.
Here's what the next 6 months will look like…
1
Days 1-60: Closing the Education Gap
Most people do not know anything about how AI works or how to run an AI business.
During the first 60 days, we'll help you close that gap.
During the first 60 days, we'll help you close that gap.
- We will help you set up the backend of your business
- Help you create your brand (logo, website, design)
- Help find your niche
- Help you set up your AI agents
- Provide you with 13+ Automated Marketing campaigns
- Provide you with a custom CRM
- Help you master AI, step by step, from start to finish.
2
Days 60-150: Growing The Business
We will help you :
→ Sign clients
→ Deliver results
→ Build case studies
So you can be ROI positive on the program, but more importantly: get real world experience while building the case studies that will help you scale well past the $10,000/mo mark.
→ Deliver results
→ Build case studies
So you can be ROI positive on the program, but more importantly: get real world experience while building the case studies that will help you scale well past the $10,000/mo mark.
3
Days 150-180: Automating The Business
We will help you scale your business by putting the systems in place to automate:
→ Client fulfillment
→ Customer support
→ Client Acquisition
→ Client Retention
→ Customer support
→ Client Acquisition
→ Client Retention
What's Included
- ✅ 3-4 weekly coaching calls (I show up personally)
- ✅ Step by step online education that you can watch at your own pace, from anywhere.
- ✅ Bruno AI — 24/7 AI mentor trained on everything I know
- ✅ Private community of entrepreneurs
- ✅ All templates, prompts, workflows & CRM pre-built
- ✅ 1:1 calls + accountability coach
Results
We have a ~99% success rate, and 0 disputes.
This model has been producing ~$58k/mo of consistent passive income
Giving me the freedom to:
→ Live debt free
→ Take care of my family
→ Invest in my future
→ All while traveling the world
→ Take care of my family
→ Invest in my future
→ All while traveling the world
But more importantly, giving me the peace of mind, knowing that I'm always in control of my income. If I want more money, I just sign on more clients. If I want to coast, I just coast.
But I'm not the only one getting results from this…
I could do the "wall of reviews" thing that every guru does…
but if you want to see what students are posting in our community, and see some student interviews use this link
but if you want to see what students are posting in our community, and see some student interviews use this link
We've generated over $73m in revenue, and helped 400+ people go from stuck and stagnant, to running their own AI businesses - Creating time freedom, financial freedom, and location freedom for themselves and their families
If you'd like to learn more how we can help you get started with AI Agents then message me @real_bruno_souza on Instagram
with "Book a call".
(no spam please, only if you're serious)
Additionally, you can watch the full video training on this business model here
Frequently Asked Questions
Do I need any technical skills or coding experience?
No. If you can type and follow instructions, you can do this. You're not building AI from scratch — you're plugging in tools that already exist into businesses that need them. Most of our students had zero tech background.
Can I do this while keeping my 9-5?
Yes — that's exactly how this is designed. The education phase takes 1-2 hours per day. Most students build their first few clients while still employed, then decide if and when they want to transition. We don't teach you to blow up your life. We teach you to build a bridge first.
How much time does this actually take?
During the learning phase: 1-2 hours per day. Once you have clients: a few hours per week to manage and deliver. The whole point of AI is leverage - you set up systems once, and they run without you. This isn't another job. It's an asset.
How long until I see results?
Some students land their first paying client within 2-4 weeks. Others take 60-90 days. It depends on how much time you put in and how quickly you take action. We've had students sign $5K deals before finishing the training. But we're not going to promise you'll be rich in 30 days - that's not how real businesses work.
Is the market saturated?
Not even close. There are 33 million small businesses in the US alone, that's not including Europe, AUS, NZ, CA, and Central + South America. Most of them have never heard of AI agents. Most of them are still missing calls, losing leads, and bleeding money from broken systems. The people worrying about saturation are the same people who said that about websites in 2005. We're still in the first inning.
What makes this different from other AI or agency programs?
Three things:
First: We don't just hand you tools — we make you ready to run a business. Most programs teach you how to use software. We teach you how to think like a business owner. That's the difference between making a few bucks and building real income.
Second: I actually show up. 3-4 live calls per week. Not some random coach. Me. I've hosted calls from hospital beds because I know what it's like to invest in something and feel abandoned. That matters because you're learning from a mentor that lives and breathes AI, runs a real agency, and doesn't just make all their money selling courses.
Third: We teach three levels — not one. AI skills, business skills, and CEO skills. Most programs stop at level one and wonder why their students stay stuck.
Can I Automate Everything?
It depends, the phases of a business are: Grow → Systemize → Automate → Repeat if desired. This business is meant to be automated. However, as a CEO you can always chose to put your foot on the gas. Personally, I took a year 2 vacation after scaling to $1m/year and just coasted from the passive income. Now, AI is generating so much wealth that I've decided to put my foot on the gas. Later, I'll coast again - point is, you're in control.