#68 · Should AI Automation Agencies Build Custom Tools in 2025?

youtube ↗Agency Operations

How can I streamline my internal operations and track deadlines more effectively?

That's a great question—my go‑to solution is to use a tool that handles about 80 % of the work so I don’t have to build my own app or database. I often pick hacky solutions because they’re the fastest and simplest way to get up and running, even if they’re not the most elegant. They get me about 90 % of the way there; the remaining 10 % may require workarounds, but I prioritize speed. Speed lets me grow through real market feedback instead of endless planning, so I can put products in front of customers quickly and iterate.

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Related answers

youtube ↗Agency Operations

Why do you use ClickUp instead of building your own project management solution, and how can I streamline my internal ops and tracking deadlines?

ClickUp handles about 80% of what I need out of the box, so I don’t have to build a custom app or database. It’s a hacky but fast solution that gets me up and running quickly, even if it isn’t perfect. Speed matters more than perfection for me because it lets me iterate based on market feedback rather than over‑planning.

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youtube ↗Mindset

How should you handle time blocking when tasks take longer than allocated, and how do you structure your daily schedule?

Rather than strict time-boxing, structure your schedule by front-loading your highest-ROI, nearest-to-revenue tasks first and taking as long as needed to complete them. For instance, replying to community comments in Maker School directly drives retention, revenue, and goodwill, so it is completed first thing every morning. To speed up execution over time, record yourself completing a recurring task, review the footage to strip out wasted effort, and establish a realistic 'ideal time' benchmark. Track your time daily as a KPI until you consistently reach that benchmark. The key to productivity is productizing your daily schedule—repeating the exact same core high-value actions every day so you build speed and mastery, rather than constantly switching between contextually different tasks.

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youtube ↗Agency Operations

How can I minimize time and effort by using dashboards for reports and streamline ad‑creative tasks?

Instead of manually generating a monthly report, you could create a dashboard. A dashboard functions like a report but its date fields can be changed at any time, allowing users to generate the data themselves without any work on your part. Because dashboards aren't one‑time reports, you can later automate them by dumping data into a specific Google Sheet. For ad creative, if your staff spends a few hours each day checking ads, you can simplify the workflow. Analyze the process and realize there’s no real difference between iterating daily versus on set days. Reduce the workload by assigning two specific tasks—one on Monday and one on Thursday—with a clear checklist: review conversion rates, create a new ad set, adjust targeting as needed, and log the changes in a Google Sheet. These are examples of process optimization; once you have solid processes, you can automate them later. Focusing on process first is what ultimately matters.

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youtube ↗AI & Automation

How do you develop AI‑based automation systems that businesses will actually pay for, and what process do you use to identify and build them?

Lead‑generation and client‑onboarding systems make up roughly 70% of my revenue, so I focus on those bottlenecks first. The flow is: generate leads, close the sale, onboard the client, fulfill the work, then retain the client with follow‑up. AI agents are getting better, but the real money comes from solving concrete bottlenecks, not fancy chatbots. My process is simple: look at an average business’s pipeline, identify the biggest bottleneck, and ask how you can do that step faster or better. I often reference the Theory of Constraints (see "The Goal" by Eli Goldratt) to frame this. Most bottlenecks are at the top of the funnel—lead generation—so start there. For each bottleneck, map what’s currently being done and brainstorm ways to automate or accelerate it. Specific tools help, but the core is understanding the pipeline and continuously removing constraints.

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