Automation and AI for Business Success

William Schimensky

Behavioral Automation isn't just a buzzword—it's a proven strategy for scaling businesses efficiently. And it all starts with the B.A.D. Method. Now, let me break that down for you. B.A.D. stands for Blueprint, Automate, and Delegate, and it's a systematic approach to, well, bringing structure and scalability to your operations. It’s about addressing those little inefficiencies that, believe it or not, might be holding your business back from reaching its full potential.

William Schimensky

I’m talking about real results here. One of my clients—a local dental clinic—saw a 113... uh, 113 percent increase in revenue. Just by implementing this method. And this wasn’t some overnight miracle. This was about identifying every client touchpoint and making sure nothing was missed, from their first inquiry to the follow-up after their treatment. The results? Game changing, both for their finances and for their patients' experience.

William Schimensky

You know, when I started years ago, I was working with a local car dealership. Back then, it was all about understanding customer patterns. Where were the bottlenecks? Why were some leads slipping through the cracks? I realized it wasn’t just about selling cars; it was about building a relationship, and that meant knowing when—and how—to engage with the customer at every single touchpoint.

William Schimensky

Seeing those early successes taught me a critical lesson: consistent, automated customer touchpoints aren't just important; they're essential if you want to deliver both amazing service and grow your bottom line.

William Schimensky

Blueprints are the foundation of success in any business. It’s not something you can just skip over. I mean, if you're building a house, you wouldn’t just start nailing boards together without a plan, right? The same concept applies when structuring your customer's journey. Each interaction, every little touchpoint, needs to be accounted for.

William Schimensky

Let me share this story. A startup in the healthcare space—fairly small, just getting their feet wet—came to me struggling with customer retention. Their complaint resolution times were awful—sometimes taking days. And in healthcare, that’s just not acceptable. So, we mapped out their customer journey step by step—first inquiry, onboarding, post-service follow-ups—and identified where the gaps were. After implementing the blueprint, they not only reduced complaint resolution times by over 60%, but their client satisfaction scores skyrocketed. That’s no coincidence.

William Schimensky

The thing is, most businesses think they know their customer journey, but in reality, they’re leaving blind spots everywhere. A missing communication here, a delayed response there, and suddenly, customers start feeling like just... numbers, forgotten. And trust me, it costs way more to win back a lost customer than to prevent the drop-off in the first place.

William Schimensky

That’s where AI-driven customization becomes an absolute game changer. AI doesn’t just assist—it learns. It adapts to customer behaviors in real time, anticipating needs, creating personalized experiences, and keeping your customers engaged. Businesses that utilize this level of intelligence don’t just survive—they thrive.

William Schimensky

Let’s talk about something that can really transform the way your business operates—centralizing your operations with the help of AI. Now, when I say that, I’m talking about building a tailored Automation and Communication Ecosystem, one that can completely optimize how you manage your clients and the way your teams interact with them.

William Schimensky

Here’s a real-world example. A retail business we worked with implemented this kind of custom ecosystem. Before, they were struggling with miscommunications, wasted resources, and errors that just kept adding up. But after rolling out the centralized AI system, they saw a 25% reduction in operational mistakes. That’s huge. And the best part? They didn’t need to increase their headcount or make massive changes. It was all about replacing the chaos with structure—and AI made that possible.

William Schimensky

Now, where this really gets exciting is with AI agents. Some things will always require a human touch, but for those repetitive or manual tasks that waste your time? AI agents can step in. They handle email follow-ups, appointment scheduling, even payment collection. It’s not just about getting the job done; it’s about freeing you up to focus on what actually makes your business money—or what you enjoy doing most.

William Schimensky

At the end of the day, centralization isn’t just nice to have—it’s essential if you want your business to grow sustainably. When everything works together in harmony—your automations, your AI agents—your client experience improves, your team’s efficiency skyrockets, and the headaches of manual day-to-day processes disappear. That’s the power of systems designed to make your business work smarter, not harder.

William Schimensky

And that’s all for today. Remember, the tools for success are out there; you just have to use them. Thanks for joining me, and I’ll catch you next time. Take care!