And so it is my great pleasure to welcome you to the capstone project, which starts now and concludes
tomorrow.
It's called Amplify Your Business, as I'm sure you guessed, since this week is all about amplification.
Let's dive in.
The best thing about this capstone for you is that it is so applicable to any business.
This is something that could apply to your hobby side project that you're working on your side gig.
It could apply to your main day job.
It could apply to an AI agency.
If you're looking to build an automation agency, or if you've already got an AI automation agency,
it's something you could take to all of your clients.
It's universally applicable, and it ties to the business problem that I already mentioned today.
It's about generating new business.
Let's build a general platform that's able to bring up revenue.
The business problem we're trying to solve is we need more sales.
Let's build an amplify, not just an automated sales pipeline, but an amplified one, one that can
take the message out further.
And it will build, of course, on some of the pieces we've already been working on this week.
And what I really love about this as well, is that I feel like it's something you can take in so many
different directions.
I'm only going to really give you a starting point, something that's going to gonna gonna feel like
it's quite compelling in the way it is, but it clearly still needs a lot more meat on the bone.
It needs to be built out in different ways.
I'm going to give you some of those ways, and hopefully it's something you can take off in a different
direction, make it unique to your business or your set of challenges, and actually use it to make
revenue.
So there are actually two overall agents will be building as part of this capstone.
And each of those have subagents.
And the first of them is related to outbound sales making outbound sales.
And there will be an agent, a business development manager in charge of this business development process
and coordinating amongst three Subagents.
Those are a prospecting subagent that's designed to go out there and find leads.
A revops subagent that's responsible for recording and putting them in a database in an organized way,
and an SDR subagent that's responsible for the outreach, for going out to them and nurturing them.
Those are the three subagents that make up our outbound sales team, managed by our business development
manager.
And it sounds like I'm doing a bit of anthropomorphizing there that you could find me guilty of.
But I've come up with this because it makes the most efficient use of the context.
It allows me to have the right numbers of tools for each of these different subagents, as you will
see when we build them.
That's why I did it that way.
And it makes sense.
And the fact that we can then stick on human like labels is fine, as long as the intention.
The reason I did it was in order to optimize the context and not for any other reason.
So that's what we've got.
That's what we're going to do.
And of course, the good news is, hey, we already did one of these.
We already built a.
Prospecting subagent and we even called it that.
And we organized it in such a way that it can be reused.
So just as I said, one of the benefits of Subagents, we built it for one one particular purpose for
an MCP server, and now we're going to be able to reuse it in this architecture as well.
But we've got two other subagents to make the Revops one and the SDR Subagent.
And let's go and do that now.
And it wouldn't be a big old capstone project if there weren't another big old integration that I have
in store for you, but it's actually an easy one.
It's called Pipedrive.
Pipedrive is a sales CRM platform, which means it's one of these platforms.
It's like a modern, simpler version of Salesforce, and it allows you to manage your kind of set of
potential customers, your prospects, your leads, and turn them into deals.
And a great thing about Pipedrive, not only is it very easy to use and super user friendly and modern.
It's also got a free trial plan, which is why I'm suggesting it.
While you can sign up for it, and for those Salesforce fans that are here telling me that Salesforce
also has a free trial and plan the Salesforce one, you still have to pay if you want to use the API,
which of course we do.
The Pipedrive one is free even with the API, and so that's what we're going to use.
You need to come in and press the try it free button.
And then there's a couple of quick questions that you'll need to answer.
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
free.
You will need to press that button, answer a couple of survey questions, and then you will end up
on something that looks like a deals dashboard screen.
And there is one more thing that you have to do before you're ready to go.
And let me show you that.
So after you've gone to Pipedrive and press try it free, you will then end up eventually with a screen
that looks like this.
I took a screenshot when it happened to me because I wanted to tell you about it.
This comes up saying Welcome to Pipedrive, and then presumably we'll have your name rather than my
name, but otherwise it will look very similar to this.
Uh, up it comes.
It looks great.
I use Google auth as my way of getting in, so it automatically has all my Google setup.
But you can see that this is my deal pipeline, and it has some sample data already loaded.
So you can get used to using it.
And I want you to go to where it says here, remove sample data.
And about a third of the way down on the right hand side and press that remove sample data so that you
wipe everything out.
Because I don't want to have a bunch of sample data.
We're going to be using this for generating new business.
And we don't want, uh, these various people like Benjamin Leon, uh, cluttering our database.
So press the button, clean it out, and otherwise you should then end up on your dashboard screen ready
to go.
Let me show you that now.
So here I am back at Pipedrive.
I'm going to click login because I've already set up my account.
It comes straight through I use Google auth.
So it's coming in.
And my Google account.
Here is the main navigation.
On the left you can see I'm on a setup guide which which probably just comes up for people that are
in their trial.
The main navigation things are something called pulse which is which is new.
And then here's the main nav starting with leads.
And you can see that little number next to it means there's a shortcut key.
You can just press number one to look at leads.
Two to look at deals three to look at projects campaigns sales inbox activities and contacts.
And we're only going to be looking at leads deals and contacts so I can press one to go straight to
leads of which I have no leads.
A lead like a prospect.
Someone that you might want to reach out to.
And then I can press two to go to deals.
Deals is what it's all about.
Deals are the things you want to make that brings in revenue at the end of it.
And then I can press seven, and I will go to organization to show me any organization set up.
And of course you can just click here as well.
So that's the that's as much as you need to learn.
There's your tutorial in Pipedrive.
It's really easy to use.
It's terrific.
Uh, but there's just one thing that we've got to do now that we're in Pipedrive for the first time.
And he guesses what that might be.
Okay.
Yes.
The thing we need to do is get an API key.
All right.
So we go over here to the avatar menu on the top right where API keys often live.
You select personal preferences.
They're not normally under personal preferences, but for whatever reason that's why they decided to
put them.
So you go to personal preferences, and you might be fooled into looking on this menu on the left here,
but it's not there.
It's in this section here API.
And I'm not going to click there because this is one of those platforms where it just shows you right
there your API key.
And I don't necessarily want to expose it to the world.
So you click there.
You will see it there with the usual button to copy it to the clipboard.
You're going to press that button and you're going to be careful.
And you're only going to take that because we're going to use it.
We're going to paste it in a moment of course, into Nan, keep it safe.
Let's go to Nan.
Okay, so I've logged into N810.
I'm in my home page.
I'm going to go to the amplify projects, and now I'm going to create a new folder by going create folder.
And I'm going to call it business development.
Here it is.
Create.
There it is.
There is business development.
And let's go into this folder.
Nothing in there yet.
Let's change it.
We're going to create a new workflow.
I'm going to use this to be our first subagent.
And the one we've got to make, we've already made the very first one.
The one that we're going to be making is going to be the rev ops Subagent Rev ops.
Uh subagent.
Uh rev ops standing for revenue operations, someone that does all of the sort of admin logistical work
associated with making revenue.
And let's, uh, let's have a look at what this is going to do.
So what is this Subagent going to do.
Well, it's going to be responsible for taking the description of a prospect, a potential client,
and it's going to load that data into Pipedrive, our CRM, using the API key we just copied into our
clipboard.
And, and that might sound like, well, that should be pretty simple.
That sounds like it's going to be a use of a tool that connects to Pipedrive and saves the data, but
not so fast.
It turns out it's not that easy because data is managed in quite a structured way.
In in proper databases like Pipedrive, there's actually three different records.
We have to create a person a a company and also a lead these three different objects, and they have
IDs that point to each other, which is kind of complicated.
And so it could be three tools that we could have to stitch together in a way.
And so trying to give all of that to some main agent could cause confusion.
And that's why it made a lot of sense to package it into a subagent and get that to work reliably.
That is is what we're going to build right now.