How l2 Builds Ai-Powered automations

Discover. Build. Host.

Our team of technical marketing and sales professionals has cracked the code on how to automate many of the most repetitive and time-consuming tasks.  

Phase 1: Discovery (1-2 Weeks)

1. Audit and Automation Roadmap FREE

Before we build automations, we start by understanding your current setup. Our audit provides a clear picture of where you are today and how Ai-powered automation can help you scale tomorrow.

Ai audit and roadmap icon

What's Included

  • Tech Stack Review: A complete inventory of your existing sales and marketing tools.
  • Asset Library: Audit of your content, templates, guides and data for automation readiness.
  • Team Challenges: Discuss the most significant challenges and time sucks your teams regularly face.
  • Automation Roadmap: A prioritized plan showing which automations to implement first for the most tangible impact.

You’ll end up with a clear, actionable roadmap showing exactly where AI automation will have the biggest impact.

Phase 2: Build (2-4 weeks)

2. Assets & Infrastructure

Context is critical to the quality of the Ai-automation outputs. Let our team curate and compile all the required assets and technologies.

Ai powered automation asset icon

Resource Library (where necessary)

To make outputs sound like you, with your level of expertise, speaking to your target audiences, Ai-powered automations need a library of assets to draw from.

  • Tone and style guide
  • Target personas
  • Example assets
  • Templates
  • Knowledge base
  • Images and videos

Technology Infrastructure

  • Technology access
  • Account configuration
  • License procurement
  • Shared drive setup

3. Ai-Powered Automation Buildout

Build custom Ai-powered automations designed to solve your team’s specific marketing and sales challenges.

Ai powered automation build icon

Automation Setup

Our team will build out the complete Ai-powered automation scenario in Make. This includes:

  • Technology integrations
  • Trigger configurations
  • Prompt engineering
  • Operation sequencing

Testing

Once the initial build is done, the testing phase begins.

  • Run multiple tests for consistency and accuracy.
  • Coordinate with your team weekly to refine the outputs.

4. Training & Onboarding

Ai automation training and support icon

Statement of Process (SOP)

A new or evolved process requires a detailed list of instructions. L2 Digital will provide a process overview document to share with internal team members. It will include:

  • Purpose overview
  • Video walkthrough
  • Trigger details
  • Automation setup descriptions
  • Answers to FAQs

Training

Upon project completion, L2 will host one (1) live video training call with your team, walking through the new AI-powered workflow and process. This call will be recorded and provided for on-demand viewing and future employee trainings.

Phase 3: Output

5. Hosting & Ongoing Use

Our team will build your automations on our technology infrastructure, which we then maintain and support throughout your engagement with L2.

Ongoing ai powered automation support icon

You also get ...

  • Assigned client success manager
  • Prompt tweaking
  • Error troubleshooting
  • Ai and automation technology fees covered
  • Ai model updates and output testing
  • Integration upkeep

How Long Does it Take?

The time it takes from Discovery Audit to Published Automation can very depending on a number of factors, including available assets, automation complexity, and integration opportunities with existing technology.

Here's the general timeline: 

Schedule Your Audit and Roadmap Discovery Call

Start with a free audit of your sales & marketing systems. We’ll show you exactly how AI + Automation can help you do more, faster.

DISCLAIMER: L2 only takes on five new automation projects a month.