How Can I Offer an AI Workshop to Clients and Automate Follow-Up With a Bot?

Educating your clients about the transformative power of AI is a fantastic way to build trust, demonstrate value, and position your business as a forward-thinking partner. But the real magic happens not just in the delivery of the workshop, but in what happens afterward. How do you ensure your clients implement what they’ve learned, stay engaged, and become successful adopters of AI? The answer lies in automating your follow-up strategy with an AI bot.

You can offer an AI workshop to clients and automate follow-up with a bot by structuring an engaging educational experience and then deploying an AI agent to handle post-workshop communication, answer FAQs, and guide clients toward next steps.

Designing an Impactful AI Workshop

Before you can automate follow-up, you need a workshop worth following up on! Your AI workshop should be:

• Targeted: Tailor the content to the specific needs and current AI understanding of your client audience. A workshop for a marketing team will differ significantly from one for an operations department.

• Practical: Focus on actionable insights and real-world use cases relevant to their business. Avoid overly technical jargon unless the audience demands it. Show them how AI can solve their problems.

• Interactive: Incorporate Q&A sessions, live demos, and hands-on exercises (if feasible) to keep participants engaged.

• Value-Driven: Clearly articulate the benefits clients can expect from adopting AI principles or tools.

Key Elements of an AI Workshop:

• Introduction to AI: Demystify AI, LLMs, and other core concepts relevant to their business.

• Use Case Exploration: Showcase practical applications of AI in their specific industry or function.

• Tool Demonstrations: If you offer specific AI tools or solutions, demonstrate their capabilities.

• Implementation Strategies: Provide a high-level roadmap for how they can start integrating AI.

• Q&A and Next Steps: Address client questions and outline how you can support their AI journey.

Automating Follow-Up With Your AI Bot

Once the workshop concludes, the learning and engagement shouldn’t stop. This is where an AI bot shines. You can build a bot using platforms like LaunchLemonade that acts as a dedicated post-workshop assistant.

Here’s how to automate your follow-up:

Step 1: Define the Bot’s Post-Workshop Role

What specific tasks will your AI bot handle? Common roles include:

• Answering FAQs: Addressing common questions that arise after a workshop about AI concepts, tools, or implementation steps.

• Providing Resources: Sending links to workshop slides, demo videos, relevant articles, or case studies.

• Guiding Next Steps: Helping clients schedule follow-up consultations, sign up for a demo of your AI tools, or access specific onboarding materials.

• Gathering Feedback: Collecting structured feedback on the workshop’s effectiveness.

• Nurturing Leads: Gently reminding clients of the value proposition and encouraging them to take the next step in adopting AI solutions.

Step 2: Build Your AI Bot on LaunchLemonade

LaunchLemonade is ideal for creating specialized AI agents like a follow-up bot.

1. Create a New Lemonade: Give it a clear name, such as “AI Workshop Follow-Up Bot.”

2. Craft Precise Instructions: Define the bot’s persona (e.g., helpful, knowledgeable, encouraging) and its primary functions. For example:

   • “You are an AI assistant designed to help clients who have just attended our AI Applications workshop. Your goal is to support their learning and guide them towards further AI adoption.”

   • “If a client asks a question about ‘LLMs,’ provide the simplified explanation we covered in the workshop and offer a link to the presentation slides.”

   • “If a client expresses interest in ‘implementing AI for marketing,’ guide them to schedule a consultation with our AI strategy team.”

   • “Always end by asking if they have any other questions or if they’d like to explore next steps.”

3. Input Workshop Knowledge: Upload all materials, key takeaways, FAQs, and answers discussed during the workshop. This ensures the bot is prepped with the exact information relevant to your attendees.

Step 3: Integrate the Bot into Your Workflow

Connect your AI bot to your client communication channels.

• Email Automation: Use Zapier or similar tools to trigger an email to workshop attendees containing a link to interact with the AI bot on a dedicated page or a simple chatbot interface. The email can say, “Have more questions after the workshop? Our AI assistant is here to help 24/7!”

• Dedicated Landing Page: Host your bot on a simple page that clients can access via a link provided after the workshop.

• CRM Integration: If your bot is sophisticated enough, integrate it with your CRM to log client interactions and track engagement levels.

Step 4: Automate the Workshop Handoff

The transition from the live workshop to the AI bot needs to be smooth.

• Announce Availability: At the end of your workshop, clearly explain that an AI assistant is available to answer further questions and provide resources.

• Provide Access: Share a direct link or clear instructions on how to access the bot.

• Set Expectations: Let attendees know what kind of support the bot can offer.

Step 5: Monitor and Refine

Like any AI tool, your follow-up bot needs ongoing attention.

• Review Interactions: Periodically review the bot’s conversation logs to understand what questions clients are asking and how effectively the bot is responding.

• Update Knowledge: Add new FAQs, refine answers, and update information as your AI offerings evolve.

• Improve Instructions: Adjust the bot’s instructions based on interaction patterns to enhance its helpfulness and accuracy.

The Benefits of an AI-Powered Follow-Up

• Enhanced Client Experience: Provides instant, 24/7 support, catering to client schedules.

• Increased Engagement: Keeps clients thinking about AI and your solutions beyond the initial workshop.

• Lead Nurturing: Moves prospects further down the sales funnel by addressing their concerns and guiding them toward solutions.

• Scalability: Handles follow-up for multiple clients simultaneously without increasing your team’s workload.

• Data Insights: Provides valuable data on client interests, common roadblocks, and areas where they need more support.

By combining an engaging AI workshop with an automated, intelligent follow-up bot, you create a powerful system for educating, engaging, and converting clients into long-term AI adopters.

Ready to elevate your client education and engagement?

Try LaunchLemonade now to build your intelligent AI follow-up bot.