WEBVTT 00:00.040 --> 00:06.280 And so it is my great pleasure to welcome you to the capstone project, which starts now and concludes 00:06.280 --> 00:07.040 tomorrow. 00:07.280 --> 00:13.560 It's called Amplify Your Business, as I'm sure you guessed, since this week is all about amplification. 00:14.040 --> 00:15.120 Let's dive in. 00:15.160 --> 00:21.600 The best thing about this capstone for you is that it is so applicable to any business. 00:21.600 --> 00:26.000 This is something that could apply to your hobby side project that you're working on your side gig. 00:26.000 --> 00:28.280 It could apply to your main day job. 00:28.480 --> 00:30.880 It could apply to an AI agency. 00:30.880 --> 00:35.280 If you're looking to build an automation agency, or if you've already got an AI automation agency, 00:35.320 --> 00:37.760 it's something you could take to all of your clients. 00:37.760 --> 00:43.200 It's universally applicable, and it ties to the business problem that I already mentioned today. 00:43.400 --> 00:46.280 It's about generating new business. 00:46.320 --> 00:51.760 Let's build a general platform that's able to bring up revenue. 00:51.800 --> 00:55.040 The business problem we're trying to solve is we need more sales. 00:55.040 --> 01:01.510 Let's build an amplify, not just an automated sales pipeline, but an amplified one, one that can 01:01.510 --> 01:03.990 take the message out further. 01:03.990 --> 01:07.590 And it will build, of course, on some of the pieces we've already been working on this week. 01:07.910 --> 01:13.070 And what I really love about this as well, is that I feel like it's something you can take in so many 01:13.070 --> 01:14.270 different directions. 01:14.270 --> 01:18.710 I'm only going to really give you a starting point, something that's going to gonna gonna feel like 01:18.750 --> 01:24.470 it's quite compelling in the way it is, but it clearly still needs a lot more meat on the bone. 01:24.510 --> 01:26.110 It needs to be built out in different ways. 01:26.150 --> 01:29.910 I'm going to give you some of those ways, and hopefully it's something you can take off in a different 01:29.910 --> 01:35.670 direction, make it unique to your business or your set of challenges, and actually use it to make 01:35.670 --> 01:36.270 revenue. 01:36.350 --> 01:40.870 So there are actually two overall agents will be building as part of this capstone. 01:40.870 --> 01:43.350 And each of those have subagents. 01:43.590 --> 01:48.510 And the first of them is related to outbound sales making outbound sales. 01:48.670 --> 01:55.630 And there will be an agent, a business development manager in charge of this business development process 01:55.670 --> 01:59.270 and coordinating amongst three Subagents. 01:59.620 --> 02:05.860 Those are a prospecting subagent that's designed to go out there and find leads. 02:06.260 --> 02:13.180 A revops subagent that's responsible for recording and putting them in a database in an organized way, 02:13.580 --> 02:19.540 and an SDR subagent that's responsible for the outreach, for going out to them and nurturing them. 02:19.580 --> 02:26.220 Those are the three subagents that make up our outbound sales team, managed by our business development 02:26.220 --> 02:26.980 manager. 02:27.100 --> 02:30.940 And it sounds like I'm doing a bit of anthropomorphizing there that you could find me guilty of. 02:30.980 --> 02:35.420 But I've come up with this because it makes the most efficient use of the context. 02:35.460 --> 02:40.380 It allows me to have the right numbers of tools for each of these different subagents, as you will 02:40.380 --> 02:41.540 see when we build them. 02:41.660 --> 02:42.780 That's why I did it that way. 02:42.780 --> 02:43.900 And it makes sense. 02:43.900 --> 02:48.780 And the fact that we can then stick on human like labels is fine, as long as the intention. 02:48.780 --> 02:53.980 The reason I did it was in order to optimize the context and not for any other reason. 02:54.180 --> 02:55.820 So that's what we've got. 02:55.860 --> 02:56.940 That's what we're going to do. 02:56.980 --> 03:00.120 And of course, the good news is, hey, we already did one of these. 03:00.120 --> 03:01.560 We already built a. 03:01.600 --> 03:04.920 Prospecting subagent and we even called it that. 03:04.920 --> 03:07.640 And we organized it in such a way that it can be reused. 03:07.640 --> 03:12.360 So just as I said, one of the benefits of Subagents, we built it for one one particular purpose for 03:12.360 --> 03:17.680 an MCP server, and now we're going to be able to reuse it in this architecture as well. 03:17.800 --> 03:23.520 But we've got two other subagents to make the Revops one and the SDR Subagent. 03:23.520 --> 03:25.280 And let's go and do that now. 03:25.320 --> 03:32.080 And it wouldn't be a big old capstone project if there weren't another big old integration that I have 03:32.080 --> 03:35.200 in store for you, but it's actually an easy one. 03:35.440 --> 03:37.440 It's called Pipedrive. 03:37.800 --> 03:42.440 Pipedrive is a sales CRM platform, which means it's one of these platforms. 03:42.440 --> 03:49.400 It's like a modern, simpler version of Salesforce, and it allows you to manage your kind of set of 03:49.440 --> 03:54.520 potential customers, your prospects, your leads, and turn them into deals. 03:54.520 --> 04:00.150 And a great thing about Pipedrive, not only is it very easy to use and super user friendly and modern. 04:00.150 --> 04:03.990 It's also got a free trial plan, which is why I'm suggesting it. 04:04.030 --> 04:08.110 While you can sign up for it, and for those Salesforce fans that are here telling me that Salesforce 04:08.110 --> 04:13.150 also has a free trial and plan the Salesforce one, you still have to pay if you want to use the API, 04:13.310 --> 04:14.270 which of course we do. 04:14.470 --> 04:19.630 The Pipedrive one is free even with the API, and so that's what we're going to use. 04:19.710 --> 04:23.230 You need to come in and press the try it free button. 04:23.230 --> 04:26.550 And then there's a couple of quick questions that you'll need to answer. 04:26.750 --> 04:31.270 Uh, and oh it's telling me I'm already logged in, so I don't I don't need to personally try it for 04:31.270 --> 04:31.710 free. 04:31.750 --> 04:37.150 You will need to press that button, answer a couple of survey questions, and then you will end up 04:37.150 --> 04:41.310 on something that looks like a deals dashboard screen. 04:41.310 --> 04:44.430 And there is one more thing that you have to do before you're ready to go. 04:44.430 --> 04:45.510 And let me show you that. 04:45.510 --> 04:52.390 So after you've gone to Pipedrive and press try it free, you will then end up eventually with a screen 04:52.390 --> 04:53.230 that looks like this. 04:53.230 --> 04:56.310 I took a screenshot when it happened to me because I wanted to tell you about it. 04:56.310 --> 05:00.980 This comes up saying Welcome to Pipedrive, and then presumably we'll have your name rather than my 05:00.980 --> 05:03.060 name, but otherwise it will look very similar to this. 05:03.420 --> 05:04.420 Uh, up it comes. 05:04.420 --> 05:05.300 It looks great. 05:05.300 --> 05:09.940 I use Google auth as my way of getting in, so it automatically has all my Google setup. 05:10.140 --> 05:16.700 But you can see that this is my deal pipeline, and it has some sample data already loaded. 05:16.700 --> 05:18.300 So you can get used to using it. 05:18.300 --> 05:22.500 And I want you to go to where it says here, remove sample data. 05:22.700 --> 05:28.300 And about a third of the way down on the right hand side and press that remove sample data so that you 05:28.340 --> 05:29.340 wipe everything out. 05:29.380 --> 05:31.380 Because I don't want to have a bunch of sample data. 05:31.380 --> 05:33.580 We're going to be using this for generating new business. 05:33.580 --> 05:39.100 And we don't want, uh, these various people like Benjamin Leon, uh, cluttering our database. 05:39.100 --> 05:46.660 So press the button, clean it out, and otherwise you should then end up on your dashboard screen ready 05:46.660 --> 05:47.180 to go. 05:47.220 --> 05:48.620 Let me show you that now. 05:48.740 --> 05:50.420 So here I am back at Pipedrive. 05:51.380 --> 05:54.340 I'm going to click login because I've already set up my account. 05:54.340 --> 05:56.380 It comes straight through I use Google auth. 05:56.380 --> 05:57.570 So it's coming in. 05:57.610 --> 05:58.970 And my Google account. 05:59.130 --> 06:01.330 Here is the main navigation. 06:01.330 --> 06:05.810 On the left you can see I'm on a setup guide which which probably just comes up for people that are 06:05.810 --> 06:06.930 in their trial. 06:06.970 --> 06:10.890 The main navigation things are something called pulse which is which is new. 06:11.170 --> 06:14.370 And then here's the main nav starting with leads. 06:14.410 --> 06:17.170 And you can see that little number next to it means there's a shortcut key. 06:17.210 --> 06:19.450 You can just press number one to look at leads. 06:19.450 --> 06:28.450 Two to look at deals three to look at projects campaigns sales inbox activities and contacts. 06:28.570 --> 06:35.690 And we're only going to be looking at leads deals and contacts so I can press one to go straight to 06:35.730 --> 06:37.410 leads of which I have no leads. 06:37.450 --> 06:39.330 A lead like a prospect. 06:39.330 --> 06:41.890 Someone that you might want to reach out to. 06:42.210 --> 06:44.970 And then I can press two to go to deals. 06:44.970 --> 06:46.210 Deals is what it's all about. 06:46.250 --> 06:50.690 Deals are the things you want to make that brings in revenue at the end of it. 06:50.930 --> 06:55.970 And then I can press seven, and I will go to organization to show me any organization set up. 06:56.010 --> 06:58.040 And of course you can just click here as well. 06:58.040 --> 06:59.920 So that's the that's as much as you need to learn. 06:59.960 --> 07:01.600 There's your tutorial in Pipedrive. 07:01.640 --> 07:02.640 It's really easy to use. 07:02.640 --> 07:03.920 It's terrific. 07:04.120 --> 07:08.240 Uh, but there's just one thing that we've got to do now that we're in Pipedrive for the first time. 07:08.240 --> 07:09.680 And he guesses what that might be. 07:09.720 --> 07:10.080 Okay. 07:10.120 --> 07:10.440 Yes. 07:10.440 --> 07:13.000 The thing we need to do is get an API key. 07:13.560 --> 07:14.400 All right. 07:14.440 --> 07:20.240 So we go over here to the avatar menu on the top right where API keys often live. 07:20.480 --> 07:22.520 You select personal preferences. 07:22.520 --> 07:26.200 They're not normally under personal preferences, but for whatever reason that's why they decided to 07:26.200 --> 07:26.840 put them. 07:26.840 --> 07:30.960 So you go to personal preferences, and you might be fooled into looking on this menu on the left here, 07:30.960 --> 07:32.080 but it's not there. 07:32.120 --> 07:34.040 It's in this section here API. 07:34.080 --> 07:37.840 And I'm not going to click there because this is one of those platforms where it just shows you right 07:37.840 --> 07:38.920 there your API key. 07:39.280 --> 07:42.560 And I don't necessarily want to expose it to the world. 07:42.560 --> 07:43.320 So you click there. 07:43.320 --> 07:47.320 You will see it there with the usual button to copy it to the clipboard. 07:47.320 --> 07:50.560 You're going to press that button and you're going to be careful. 07:50.600 --> 07:53.160 And you're only going to take that because we're going to use it. 07:53.160 --> 07:57.660 We're going to paste it in a moment of course, into Nan, keep it safe. 07:57.700 --> 07:59.020 Let's go to Nan. 07:59.060 --> 08:01.260 Okay, so I've logged into N810. 08:02.020 --> 08:03.740 I'm in my home page. 08:06.340 --> 08:13.420 I'm going to go to the amplify projects, and now I'm going to create a new folder by going create folder. 08:13.420 --> 08:16.740 And I'm going to call it business development. 08:17.860 --> 08:18.580 Here it is. 08:18.580 --> 08:19.420 Create. 08:19.580 --> 08:20.220 There it is. 08:20.220 --> 08:22.220 There is business development. 08:22.340 --> 08:24.060 And let's go into this folder. 08:24.100 --> 08:25.180 Nothing in there yet. 08:25.220 --> 08:26.460 Let's change it. 08:26.500 --> 08:28.140 We're going to create a new workflow. 08:28.140 --> 08:32.100 I'm going to use this to be our first subagent. 08:32.260 --> 08:35.300 And the one we've got to make, we've already made the very first one. 08:35.340 --> 08:41.740 The one that we're going to be making is going to be the rev ops Subagent Rev ops. 08:41.860 --> 08:44.340 Uh subagent. 08:44.460 --> 08:50.300 Uh rev ops standing for revenue operations, someone that does all of the sort of admin logistical work 08:50.340 --> 08:52.980 associated with making revenue. 08:53.300 --> 08:56.610 And let's, uh, let's have a look at what this is going to do. 08:56.610 --> 08:58.490 So what is this Subagent going to do. 08:58.530 --> 09:04.210 Well, it's going to be responsible for taking the description of a prospect, a potential client, 09:04.210 --> 09:10.530 and it's going to load that data into Pipedrive, our CRM, using the API key we just copied into our 09:10.530 --> 09:11.050 clipboard. 09:11.330 --> 09:14.050 And, and that might sound like, well, that should be pretty simple. 09:14.050 --> 09:19.490 That sounds like it's going to be a use of a tool that connects to Pipedrive and saves the data, but 09:19.490 --> 09:20.090 not so fast. 09:20.090 --> 09:24.250 It turns out it's not that easy because data is managed in quite a structured way. 09:24.290 --> 09:28.290 In in proper databases like Pipedrive, there's actually three different records. 09:28.290 --> 09:35.210 We have to create a person a a company and also a lead these three different objects, and they have 09:35.250 --> 09:38.330 IDs that point to each other, which is kind of complicated. 09:38.570 --> 09:42.970 And so it could be three tools that we could have to stitch together in a way. 09:42.970 --> 09:47.050 And so trying to give all of that to some main agent could cause confusion. 09:47.050 --> 09:52.530 And that's why it made a lot of sense to package it into a subagent and get that to work reliably. 09:52.730 --> 09:55.370 That is is what we're going to build right now.