Module 13Lesson 1

Lesson 1. Choosing the Task and Target Audience

Hands-on: n8n

Lesson 1. Choosing the Task and Target Audience#

Project lifecycle
Project lifecycle

Goal: choose a task for the project, define the target audience, and set success criteria.

Task Selection Criteria#

A good final project should be:

1. Real

The task must solve a real business problem (not "a bot for fun," but "a lead qualification bot for car dealerships").

2. Measurable

You must be able to quantify the impact (time saved, conversion growth, cost reduction).

3. Achievable in 2–4 weeks

Don't take on overly complex tasks (e.g., "AI assistant for the entire company"). It's better to build one agent well than five poorly.

4. In your niche

Choose a task from the niche you selected in Module 12 (so it's easier to sell later).

Example Tasks for the Final Project#

For e-commerce:

  • support bot for an online store (answers common questions: shipping, returns, payment)
  • lead qualification agent (asks buyer questions, sends data to CRM)
  • recommendation agent (suggests products based on customer preferences)

For B2B:

  • lead qualification agent (collects company info, passes to sales)
  • email sequence automation (sends emails, tracks opens, passes hot leads to sales)
  • service pricing agent (asks questions, calculates price, sends proposal)

For HR:

  • candidate screening bot (asks questions, checks experience, passes suitable candidates to HR)
  • onboarding agent (answers new employee questions, sends instructions)
  • feedback collection bot (surveys employees, collects results)

For real estate:

  • buyer qualification agent (asks questions: budget, area, number of rooms, passes to agent)
  • viewing appointment bot (accepts requests, syncs with calendar)
  • new listings agent (sends properties matching client criteria)

How to Choose a Task#

Step 1. Define your niche

Use the niche you chose in Module 12 (e-commerce / B2B / HR / real estate / other).

Step 2. Define the problem

What business problem do you want to solve?

Example problems:

  • "Sales reps spend 50% of their time qualifying cold leads"
  • "Support operators are overloaded with routine questions"
  • "HR spends 10 hours a week screening resumes"

Step 3. Define the solution

How will the AI agent solve this problem?

Example:

  • problem: "Sales reps spend 50% of their time qualifying leads"
  • solution: "AI agent asks leads 8 questions, determines purchase readiness, passes only hot leads to sales"

Step 4. Check the criteria

  • Task is real (solves a business problem)
  • Task is measurable (you can quantify the effect)
  • Task is achievable in 2–4 weeks
  • Task is in your niche

Step 5. Define the target audience

Who is this agent for? (e.g., "online clothing stores with turnover from $50K/month")

Project Description Template#

# Final Project: [Agent Name]

## Target Audience
[Who the agent is for: niche, business size, geography]

## Problem
[What problem the agent solves]

## Solution
[How the agent solves the problem: briefly, 2–3 sentences]

## Expected Impact
- Savings: [hours/money per month]
- Growth: [conversion/sales in %]
- Other: [if applicable]

## Timeline
[2–4 weeks]

Example:

# Final Project: Lead Qualification Bot for Car Dealerships

## Target Audience
Car dealerships with turnover from $500K/month, Russia, working with inbound traffic (website, social media).

## Problem
Sales reps spend 40% of their time calling cold leads who aren't ready to buy (they just looked at prices, still thinking). This takes time away from hot clients and reduces sales.

## Solution
AI agent (Telegram bot) asks leads 6 questions (budget, purchase timeline, readiness for a meeting), determines "temperature" (cold / warm / hot), sends data to CRM. Sales reps call only hot leads.

## Expected Impact
- Savings: 15 hours/week per sales rep (40% of time)
- Conversion growth: +25% (sales focus on hot clients)
- Lead cost reduction: -30% (automation is cheaper than manual work)

## Timeline
3 weeks