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How I Developed Georges: The First AI Agent for Creating Business Plans

by | Jan 7, 2025

RBMG Entrepreneurs sells business plans to its clients. Until now, its sales and production processes required significant human involvement. With the creation of Georges, a custom AI agent, the entire process has been automated—from sales to production.

This innovation has been featured in over 20 French and Belgian publications (20 minutes, rtbf, la dépêche…).

In Brief

Initial Situation

To sell and produce its services, the company relied on:

  1. Traditional sales processes:
    • Contact forms, calls, follow-ups, and closing.
  2. A classic SaaS software that had several limitations:
    • Lengthy, tedious processes for clients.
    • Manual data entry.
    • Rigid algorithms that didn’t adapt to varied needs.
    • Lack of user assistance.

My Proposal: An Autonomous AI Agent

I proposed implementing an AI agent capable of:

  1. Interacting with prospects naturally, replacing traditional contact forms.
  2. Guiding prospects in entering essential data directly from the landing page.
  3. Calculating and instantly generating the business plan.
  4. Sending the finalized document via email in just a few minutes.

Results

  • 10x faster: A business plan is finalized in 5 minutes instead of 45.
  • 5x cheaper: Lead acquisition costs have significantly decreased.
  • 50% savings on software costs.
  • €0 cost for lead qualification.
  • 100% client satisfaction.
  • Extensive media coverage in France and Belgium.

The Solution in Detail

Why an AI Agent?

After analyzing RBMG’s processes, these key insights justified the choice:

  • Natural conversations replace rigid forms.
  • Complex calculations are handled by AI models (LLMs).
  • Contextual and instant user assistance is provided.
  • Lead qualification is fully automated.

How I Proceeded

1. Foundational Work
  • Identified critical data points through user journey analysis.
  • Designed optimized conversational flows for seamless AI interactions.
  • Defined essential components for a lightweight and efficient system.
2. Technical Implementation
  • Developed custom Python scripts for optimal control and performance.
  • Integrated triggers and webhooks to orchestrate interactions.
  • Leveraged OpenAI APIs for core functionalities while maintaining full control over data flow.
  • Applied fine-tuning to incorporate consultants’ expertise into the LLMs.
  • Used RAG (Retrieval-Augmented Generation) to ensure precise financial calculations based on RBMG’s methodology.

The Final System

The system connects:

  • A conversational interface.
  • Middleware for data processing.
  • Automatic document generation.
  • A direct delivery system.

Key Takeaways

  • Traditional SaaS companies face significant disruption from AI solutions.
  • Artificial intelligence offers enormous opportunities to reinvent business processes.