Most people who read this book aren't developers, and they shouldn't have to be. This page exists to orient you - to give you a clear picture of where your firm is today and exactly where to focus first. Select the path below that best matches your current situation to get started.
Your firm hasn't implemented AI or automation in any meaningful way yet. You may use a handful of SaaS tools - a CRM, maybe some project management software - b...
You've done some experimenting. Maybe you've used Zapier to connect two tools, tried using ChatGPT to draft proposals, or have a CRM that you're using inconsist...
You're already running automation. You have an AI stack, workflows that actually execute, and your team is using these systems in some form. Now the questions a...
Path 1
Who This Is For
Your firm hasn't implemented AI or automation in any meaningful way yet. You may use a handful of SaaS tools - a CRM, maybe some project management software - but nothing is automated, nothing is connected, and AI still feels abstract or risky. Leadership is interested but the barrier is clarity, not commitment.
What to Do First
Before you build anything, you need to understand the landscape. What AI automation actually means for a professional services firm. What tools you'll need access to. What the plays in this book actually require in practice. The resources below give you that foundation.
Recommended Starting Resources
Path 2
Who This Is For
You've done some experimenting. Maybe you've used Zapier to connect two tools, tried using ChatGPT to draft proposals, or have a CRM that you're using inconsistently. But you don't have a system - you have a collection of disconnected pieces. You understand why automation matters; you just haven't built anything that runs without you.
What to Do First
You're ready for real workflow builds. Start with the sample n8n workflow files and the platform comparison guides to make sure you're working with the right tools before you invest time configuring them. Then move to the implementation guides that walk through the foundational builds in the book.
Path 3
Who This Is For
You're already running automation. You have an AI stack, workflows that actually execute, and your team is using these systems in some form. Now the questions are different: How do you expand without creating a fragile mess? When do you build more internally vs. bring in outside expertise? How do you measure what you have and optimize it?
What to Do First
The advanced workflow examples and vendor evaluation frameworks are your most relevant resources. If you've hit a ceiling on what you can build internally, the Revenue Institute bridge at the bottom of this page is worth reading.
Regardless of technical background.
Not a definition - a practical explanation of how AI automation applies specifically to the work your firm does every day and why it's different from what most AI coverage talks about.
The book is built around n8n as the automation backbone. This guide explains what it is, why it was chosen over alternatives like Zapier or Make, and what you actually need to get started with it.
A short vocabulary primer covering the most common AI and automation terms that appear throughout the book. Plain English, no jargon - just enough context to make the plays make sense.
Revenue Institute
Need someone to build these systems for your firm? Revenue Institute works with professional services firms to implement AI workforce strategies end-to-end - from architecture to rollout.