u/Silver-Western7399

Hello people. I need industry specific advice. I'll keep it short.

I'm a chartered accountant who is now working in automations. Basically, my goal is to reduce manual workflows in Excel, PowerBI to save time, costs and errors in businesses.

Right now, I'm thinking of entering into the healthcare and insurance industry, as I know these are really data heavy and lack both financial and technical expertise.

My question is I don't really know what repeated workflows people in insurance deal with, that cost them a lot of unnecessary time, money and manpower.

I need to understand these processes to get better at knowing what exactly am I looking at.

We do Excel Automation, business dashboards, RAG systems, email/whatsapp automation and more.

So in what major processes can these services fit in?

Appreciate it!

Hello people. I need industry specific advice. I'll keep it short.

I'm a chartered accountant who is now working in automations. Basically, my goal is to reduce manual workflows in Excel, PowerBI to save time, costs and errors in businesses.

Right now, I'm thinking of entering into the healthcare and insurance industry, as I know these are really data heavy and lack both financial and technical expertise.

My question is I don't really know what repeated workflows people in healthcare deal with, which cost them a lot of unnecessary time, money and manpower.

I need to understand these processes to get better at knowing what exactly I'm looking at.

We do Excel Automation, business dashboards, RAG systems, email/whatsapp automation and more.

So in what major processes can these services fit in?

Appreciate it!

Hello people. I need industry specific advice. I'll keep it short.

I'm a chartered accountant who is now working in automations. Basically, my goal is to reduce manual workflows in Excel, PowerBI to save time, costs and errors in businesses.

As of yet, I've worked with CPAs, D2C brands and Wealth management firms.

Now, I'm thinking of entering into the healthcare and insurance industry, as I know these are really data heavy and lack both financial and technical expertise.

My question is I don't really know what repeated workflows people in healthcare deal with, that cost them a lot of unnecessary time, money and manpower.

I need to understand these processes to get better at knowing what exactly I'm looking at. (Specifically in clinical research industry)

We do Excel Automation, business dashboards, RAG systems, email/whatsapp automation and more.

So in what major processes can these services fit in?

What are the biggest and time-consuming workflows?

Appreciate it!

Hello people of healthcare. I need industry specific advice. I'll keep it short.

I'm a chartered accountant who is now working in automations. Basically, my goal is to reduce manual workflows in Excel, PowerBI to save time, costs and errors in businesses.

Right now, I'm thinking of entering into the healthcare and insurance industry, as I know these are really data heavy and lack both financial and technical expertise.

My question is I don't really know what repeated workflows people in healthcare deal with, that cost them a lot of unnecessary time, money and manpower.

I need to understand these processes to get better at knowing what exactly I'm looking at.

We do Excel Automation, business dashboards, RAG systems, email/whatsapp automation and more.

So in what major processes can these services fit in?

Appreciate it!

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Hi fellas. I've started my first service based business of providing AI and automation services. I've been doing outreach and marketing.

I'll just give a quick breakdown-

Outreaching CPAs and wealth mgt firms on LinkedIn

Mailing the leads and sending them free demos and templates (value-providing)

For marketing and credibility, making content on LinkedIn like educational posts, stories, and making videos explaining the workings of my services and benefits (to warm the leads)

Since it's my first venture and I have no prior sales experience, what and who should I read, listen or watch to get better at understanding how to outreach in a way that makes the prospect think "you know what, this guy gets it" or maybe there's something I might be doing wrong. Any good input is welcome.