How Agentic AI Can Automate Your Business and Save Time | Elijah Falode

Elijah Falode, author of The Agentic AI Playbook for Solopreneurs, explains how to build autonomous AI agents that automate entire workflows, not just use ChatGPT as a text tool. He walks through the CRISP prompting framework, real examples like lead qualification and invoice automation, and why human oversight matters to catch errors like decimal mistakes.
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Welcome to the B2B Growth Blueprint podcast, where we talk with entrepreneurs, founders, and leaders at B2B services, tech, and SaaS companies to learn the systems and processes they've used to create success for their business. And we'll also learn from marketing and sales experts to provide insights to help you grow your business. I'm your host, Mark Osborne, and the podcast is brought to you by Modern Revenue Strategies and their 10x ROI B2B Growth Guarantee. Schedule a free diagnostic call to learn the fastest path to double your B2B revenues in just 90 days. Hello and welcome to another episode of the B2B Growth Blueprint Podcast. I'm your host, Mark Osborne, And today I'm very excited to welcome our guest, Elijah Falodi. Now Elijah has ghostwritten over 50 books for tech founders and is a business systems consultant who helps founders and one-person operators streamline their businesses by building custom agentic AI workflows. He's the founder of Sentinel Bookstore, which is an end-to-end publishing and printing outfit, and the author of several books on digital transformation, Most recently, The Agentic AI Playbook for Solopreneurs, which is a playbook that helps solopreneurs build, operate, and scale a no-code agentic AI system from a single workflow all the way to a one-man empire. And that's actually the book that I read that brought me to meet Elijah, and I can personally highly recommend it. With 7 years of experience supporting founders, academics, and innovation-driven teams across AI, cybersecurity, cloud computing, and digital transformation. Elijah has contributed to peer-reviewed papers, white papers, and industry reports, reports, and now applies that same research-driven approach to helping solopreneurs turn overwhelm into working systems. So Elijah, welcome to the show.
Thank you, Mark. It's nice Thank you for the wholesome introduction.
Yeah, absolutely. So before we jump in on some of these topics about building some of these agentic workflows, uh, why don't you give our audience a little bit of background? Like, tell us your story of, you know, how you got to where you are today.
All right, thank you. So I started some years back. I was freelancing on Fiverr, then I moved to Upwork. And, you know, as an employee, you're working for a company But as a freelancer, you are working for several companies. So that means you need to manage clients, you need to manage schedules across different time zones, and each year your responsibilities increase. Then it got to a point when I realized it's time for me to start automating my processes personally. I asked myself, what are the things that annoy me the most? Then I look at those tasks like my calendar. I don't want to miss a deadline. Of course, I've never missed a deadline, so I try to keep up with deadlines. So, and you know, in the gig economy, when you miss it, when you miss a deadline, you're going to get a bad review. Bad review means you're going to lose contracts. So it's very important for me to be on top of my game. So last year we were planning a training, uh, event, and we realized that, um, students register via the Google Form, and then we ask our documentation team to extract their data, and that takes a lot of time. And, you know, like they say, time is money.
Yeah.
So if you're saving time, that means we're going to save money. So we, we missed out on some leads that registered but we didn't follow up. Another challenge with that is when you— when people have registered for the training and you, let's say the person handling the documentation, move on to something else, they relocate, it means the whole responsibility is going to be on you. And I remember, I remember last year I went on Claude and I wrote Google Apps Script to automate the onboarding processes, and it worked. I saved a lot of hours, Mark. I saved a lot of hours, and I realized this can also work for solopreneurs like me.
Yeah.
And that led me to start researching on how solopreneurs can actually learn without any coding experience, experiences, and automate the most difficult tasks that are repetitive in their daily activity, in their daily lives, you know, starting from their emails, invoicing, proposals, and the likes. And if it worked for me, it can also work for them. So that's how it came about, about Agentic AI for Solopreneurs, and more like a playbook. You can pick that book and walk through it with worksheets, You can learn agentic AI, you can build it, you can scale it from, um, a single workflow to a one-man business empire. So this is where we are. The book was published in March, and I kid you not, I started receiving messages from Germany, from all over the world, and I realized, oh, I need to take it serious because I was just researching. I was just researching. I didn't plan to really write a bestseller. I was just researching on how to help myself and how to help other people, and I just published on Amazon and the book is everywhere right now. I'm thinking of distributing the books to over 50,000 platforms. I did that 3 days ago via Lulu, so the book is right now on Lulu, and via Lulu I'm sending it out. So, and I know that it's going to help a lot of solopreneurs who are finding it difficult to keep up with the momentum that the responsibilities of their tasks put on them. Thank you.
Yeah, well, and that's absolutely what sort of got my attention as I was reading the book and going through it. And I want to explore some of those topics from the book. And the first and one that, you know, is really sort of worth Setting the table for our audience.
Yeah.
Let's talk about the difference between using ChatGPT or using Claude or Gemini versus really having agentic AI. And you make that distinction, uh, in the book, but like, yeah, just sort of explain to our audience, like, really what's the difference between, oh yeah, I use ChatGPT all the time, it helps me write my emails, or It helps me make proposals or maybe I use Claude to, you know, analyze a bunch of documents for me and summarize them. That's using some tools, but that's different than agentic AI. Tell us about that difference.
Okay. So I realized that most solopreneurs, they use it like a faster typewriter. You know, they ask ChatGPT to write an email, save 4 minutes. Well, that's something that's not nothing. Right? At least you're taking a step further in the whole thing. Now, agentic AI is different because it reasons independently. It can act across a wide workflow, not just a message, you know. Like I was citing the instance, the instance of the training activities. No, you as an individual, you have just 25 hours. in a day, and it is best for you to capture a lead at the highest moment of interest. And you don't determine that moment as a solopreneur. You don't determine that moment.
Right.
I receive job invitations from Upwork, for instance, by 4 AM because 4 AM US time is, um, 10 PM— sorry, 4 AM my time is 10 PM US time. That means when my client is about to sleep, I'm already sleeping.
Sure.
But an agent can act on its own, right? And by the time I wake up, I can just check the dashboard and approve. So that's the difference between using cloud, just putting in the text and getting a response. Agents reasons, and it learns day after day, you know, activity by activity. It learns every time, it improves, and that's, that's, that's the difference. So agentic AI is the most accessible. You know, I used to teach leveraging during training. You know, we have labor leverage, we have capital leverage, we have code and media. Agentic AI is one type of leverage I mean, the code and media that is accessible to someone that has no coding experience. What it means is you can actually learn how to deploy an agent without any— without being an engineer. So this is time when solopreneurs don't need to be an engineer. You don't need to be an engineer to deploy code. You can write code, you can automate, you can deploy agents, you know, lead qualification agents. Uh, recently I, I, I, I, I posted a video on Facebook, I ran the ads, and I got a lot of leads, a lot of leads. Do you know what? I was interacting with the leads from morning till night. It was overwhelming. And I told myself, I went back, like I told you, I wrote the book to help myself. So I went back to the playbook What am I doing wrong? Then I realized I could actually create a lead qualification agent that's called— let's say I have 100 leads, for instance. It can qualify the ordering leads and ask at Sentinel Bookstore, for instance, who are those who are ready to publish now? Yeah, let's say 10 people. Okay, those 10 people can be, uh, sent to my WhatsApp and I can engage them. So that means I save time relating with 90 people, you know, that's it. That, like I said, time is money. So I save money relating with 90 people and I could focus on 10 people that I would have missed maybe because of getting, maybe I get distracted from following other activities.
That's right.
So that's the benefit of Urgent Care and that's why solopreneurs need to move from Just working with Cloud Gemini, ChatGPT, to really learning how to deploy an agent that reasons.
That's right. Well, and so I, and I love the idea of instead of just using a tool that you are actively using, you're setting up an agent that you're delegating to.
Yes.
And then that agent can learn From what it does on an ongoing basis as it gets more cycles with it and as it sees the outcomes of, you know, did this person book an appointment? Uh, if so, then the treatments that I gave them did a better job of achieving that outcome and might even find insights that, you know, we as humans might miss because we've, you know, sort of written them up in such a way. So, you know, you thinking about an agent.
Yeah.
That, that's really like a virtual employee sounds kind of futuristic, even to folks that are seeing, you know, that are working with Claude or ChatGPT, and they're, they're seeing that, wow, it can, it can follow instructions really well, and it can deliver some, you know, high-quality outputs for me. But how could I actually sort of delegate tasks to it? Talk to us a little bit about, like, How tactically, you know, how do you go about setting up an agent that you can really delegate things to?
All right. So let me break this down. You know, you have your— let's say we have your normal employee in your workplace. Yeah. You recruit an employee. Now we have the brain aspect. So just like the normal employee has a brain. Your agent also has a brain. So we have the GPT, the Claude, the Gemini. So think of that as the education or the certification. Of course, you're not going to recruit, you're not going to employ, uh, someone without checking, uh, the certifications or their educational experiences. So we have the GPT, you can decide to use Claude, Gemini or GPT. Now then, we have the memory, which could be the short-term, the short-term and the long-term memory. You know, as you're interacting via the platform and performing a task, you know, you can actually keep your frequently asked questions. You can keep your brand voice, your SOPs, and then you can put it in a project and interact with it. You set that up. And then the next one is the tools where you, you make something an agent can work on instead of a chatbot, you know, you know, the ability to, to take real action and send an email on your behalf, update a spreadsheet, book a meeting. Let's take a platform like Make.com.
Okay.
Let's take a platform like Make.com. Sign up on Make.com and you can have access to the tools on that platform. You connect it to the workflow and set the guardrails. So if you think through the way you think through onboard your normal onboarding a new hire, the whole thing should not just feel like mystical, you know, it becomes a management. So you are the one managing the workflow. So if a physical employee needs to go through the onboarding processes, an agent also needs to. Go through the onboarding processes. So you select the model cloud, you look at the tools. Then I mentioned, um, what again? I mentioned, um, the memory. Yes. So, and now the, the memory gets better as you interact with the system. You know, your agent becomes more efficient, just like your normal employee becomes more efficient day 1 compared to day 50. You have to do a lot of training, and for your agents, you train your agents with maybe, let me call it, a virtual employee notebook, right? And, um, uh, I mentioned guardrails. You don't want your employee— your employee can fall sick, right?
Right.
You don't want to assign your employee to write an invoice or receipt when your employee is sick. That's why you need to set what I call the threshold. So you can actually monitor and say, if my agent is below this threshold, it means it's— it can— I can't depend on it, right? So you go back and begin to feed it with the right information. And then you have an agent that can work on its own. And I think aside that, Learning is very important, you know, as a solopreneur that wants to deploy agents. You can actually access some other materials on YouTube. When I started learning how to deploy an agent, I had to go through YouTube videos, and, you know, I watched the video and I hacked it. I make mistakes. I made a lot of mistakes, you know, trying to build my first agents. And then I go back again. In fact, do you know I spent hours building my first agents that automated our onboarding process, processes? But by the time I got that process perfected, you know, I started enjoying the results.
Yeah.
So that's the beauty of interacting with the platforms. It gets better. You improve in your learning. The agent also gets better. And then, like I said, garbage in, garbage out. If you want your agent to become more efficient, you need to feed your agents with the right information. You need to feed your agent with the right data. And with that data, your agent can work around the clock, 24/7, while you're sleeping. Or maybe your agent can focus on 90% activities that are redundant or repetitive. Why you just— why you focus on the 10% that require only your expertise? Maybe just for you to approve or disapprove. So see it like employees lining up at the gates. You are now the gatekeeper. You are the gatekeeper. The first agent comes, okay, I've done this, approve, disapprove. Then the next agent. So you are working as the gatekeeper. So not like you are eliminating, you are, you are getting eliminated from the entire system. You are redesigning yourself back into the system, but this time into, uh, the part that matters the most.
That's right. So I, I love the way that you frame it because it really helps to sort of demystify some of the sort of stuff that feels a little bit like magic. And what it does there is, so, if you think that you can magically just sort of like say, ChatGPT, run my business for me, that's not going to work. But in the same way that you have to recruit an employee, well, the good news is you've got access to a highly qualified work source. Yeah. Our workforce that is has well-educated, knows intelligence. Yeah, has intelligence, has all of the background or can get all of the background that any employee would have. Sort of if you were to hire someone off the street, but that employee isn't going to be able to magically take over your business for you. You have to exactly. You have to onboard them and train them, and you have to do the same thing as you build these agents. You have to train them around. What are your unique company background, history, capabilities, methodologies, approaches? They have to learn all of those things in order to be able to do their job, just like a regular employee would have to learn all of those things in order to be able to do their job. And likewise, your regular employees make mistakes, but then you coach them through it and you say—
Exactly.
You you did this analysis this way. We prefer to do it this way because it leads to this you know type of insight. You need to teach that AI agent the same way that you teach that regular employee. You can't just assume they're going to get it right the first time and every time. And so having that human in the loop to make sure that you're coaching them. The good news is though that. When you find where they make mistakes, you can write rules that ensure they never make that mistake again.
Mistake. They learn from the mistakes.
That's right. And so they learn from mistakes and their memory is a lot more persistent than a human's memory is. So as they learn from those mistakes, they get better and better. Whereas humans, when you train them, when they first start, they kind of get worse and worse because they forget over time the right way to do it. And they fall into their own kind of bad habits versus the machine will sort of constantly get better. But it does require that ongoing interaction with it in order to get it to a place that it can, uh, really, you know, drive the work for you.
Yeah.
Yeah. So one of the, one of the frameworks that you talked about in your book around the way that you guide these agents in doing their work is you talked about the CRISP framework, C-R-I-S-P. Tell us a little bit about that framework for interacting with, you know, these AI, whether they're agents or even just, you know, sort of simple prompting. Tell us a little bit about that framework and, you know, what it means and why it's so valuable.
Okay, so there's this story of a VP that sets up agents, and of course, if I can remember the prompt, something like, you are a helpful assistant, respond to clients' emails professionally, be concise. Now that seems fine. Okay, generic. 3 days later, the VP got a message from one of the clients that, yeah, the message I received from you is perfect, polite. It doesn't sound like you, right? It doesn't sound like you. You know, that one email nearly cost the VP a 6-figure relationship. You know, the agent had done exactly what it had been told, right?
Right.
Yeah, so the problem wasn't that it didn't have enough data. You know, it's been given a job title when it needed the whole employee handbook. When I want to prompt, I'm coming back to the CRIPS model. When I want to prompt, I spend time engineering my prompts because I know that the input redefines the output. For instance, even for your normal Claude or Gemini, if you refine your prompts, re-engineer your prompts, and add all the details, the outputs you're going to get is going to be better than someone who just punctures, generates a picture or an image of this or that, right? So the more details you have— so that model in the book, we have, um, the context, we have the role, we have the instructions, the specifications and parameters. So for the context, you need to ask yourself, what business is this? You know, while trying to train your agent, what business is this? You know, who are the clients? What's the situation? Without it, the agent is just guessing everything. And then the next R, the R stands for the role, you know, who is the agent supposed to be? The intelligent agent acts like a 5-year virtual assistant, acts like a 20-year virtual assistant. That's not, you're not gonna get the same output if you define the role, right?
Yeah.
So then the next one is the instructions, the actual step-by-step You know what to do first and what to do in the common scenarios. What to do when something unexpected shows up. We're talking about guardrails during time. When you get to a point when you're not clear about certain things, do not hallucinate. Let me know. Ask for the information. Ask for the data. Don't just concoct stories. Don't just cook stories and. Send it to me. So you need to properly feed your agents with that guardrails as a human on top of the loop. And then the next one is the specifications, what the output should look like, the length, 150 words, you know, 200 words, 500 words, you know, then your tone, your styles. So the CRISP model defines the kind of results you generate when interacting with agentic AI. Even if you're using Claude or ChatGPT, it still works, right? Let's say you're creating a design or you want to design a white paper. The CRISP model can make it more better. because you have filled the agents or the platform with all the details required, your backstories, right? So that's a game changer for solopreneurs.
Yeah. Well, and again, one of those pieces that starts to demystify how you can build agents that actually work well versus Well, I put a— I put some instructions in ChatGPT and the output was kind of crappy, so I don't do it anymore. Versus really taking the time to set up that context, to give it the proper instructions, to really go through all of that detail. And, and it starts to, you know, help you think about how to define your business in the way that a machine can interpret it and then consistently deliver those types of results. But if you fail to fill out each of those sort of portions as you're defining it, you're going to get suboptimal outcomes and suboptimal, you know, sort of results. But it requires that upfront work to get an agent that can actually work well and deliver.
Yeah.
Yeah.
Yeah.
So, one thing that you've talked about a little bit and I want to touch on, which is sort of, you know, the idea of keeping a human in the loop and having some guardrails to ensure that you don't make costly mistakes. And so, talk a little bit about, you know, how, you know, where the risks are and then, you know, how you can think about keeping the sort of guardrail hierarchy hierarchy in place to make sure that you're not making mistakes.
Okay, there is this story, I think I mentioned it in the book or maybe in a training session, where agents wanted to invoice the clients $4,700 and just put the decimal points, I mean, missed the decimal points and sent $47,000. Oh, when invoice got— when invoice got to the, uh, finance departments, they flagged it as a fraud case.
Yeah.
Yeah. So the client had to spend over 2 weeks, 2 weeks that could have been spent on productive activities. Now you design an agent that should have saved you time Right? And this agent has misbehaved like your normal employee will misbehave, and you are now spending 2 weeks of your productive time to call this department and apologize. Now, when you set up an agent and you don't put guardrails around the agents, the agent can go rogue. your normal employee can go rogue.
Yeah.
Right. So the guardrails prevent, um, that from happening. And one of the things you can do depending on your schedule is maybe set up a dashboard monitor. If you're very busy, like busy solopreneur, you can set up a— can have a dashboard monitor where the agents log, uh, the activities and tasks that have been completed and just go there once or twice daily to approve, right? Or you, let's say, allow the agents to take on 90% tasks that are repetitive, you know, redundant, while you handle 10% that only you— I emphasize that now— only you can handle 10%. You can do that. And I think before now I, I mentioned a suggestion whereby you are standing as the gatekeeper approving every, uh, step and actions that the agent has completed while you were sleeping. By the time you wake up, you check, okay, approve. And then you can do that, it won't take you 5 minutes, 10 minutes. Yeah, that's better than you spending your time on redundant tasks, right?
Right.
And then I think I answered that question. Um, it's very important for solopreneurs to realize that agentic AI is giving us opportunities that, uh, before now you need engineers to create systems, you know. systems. And I think it was, um, what's his name, this guy that wrote E-Myth?
Yeah.
Michael Gerber, right?
Gerber.
Yes, he says something. I know the whole book revolves around, uh, businesses should not, uh, be built solely on the founder. And Yeah, businesses should run on systems. That's why we have systemic thinking, you know. Businesses should run on systems, and as a solopreneur, you have several systems in place performing different activities. So you just stand like the man in the middle, you know, approving and disapproving. And that's one aspect that we have not been able to automate. And I think in the next maybe 12 months, in the next 5 years, um, autonomous— autonomous AI does not mean that we are eliminating us from the system, right? We are not eliminating ourselves from the system, but we are focusing on the activities that are very key, very important to business processes. And that I think is what I expect to happen in the next 12 months. You know, we've moved from assisted, we've got to automated, then agentic, and then we're going to— we have, I mean, in the next 5 years, I won't be surprised if I hear, you know, I remember we started with generative AI, right? right? You know, we started with robotic process automation.
Sure.
Then before you know it, we're talking about generative AI. Then we're talking about agentic AI. In the next 5 years, we're going to hear another cliché, another word, you know, and it's so exciting. The best time to get on board is now.
Yeah.
You have to just try it out. Try it out. You're gonna make mistakes. You're going to fail at it, right? You don't need coding skills. Like I said, you don't need to be a programmer, you don't need to be an engineer. Just, you know, get the workbook, get on the internet, access YouTube videos, and ask yourself, what are the things that I need to automate in my processes? And I said also in that book that you don't automate what annoys you. You don't automate what annoys you. You automate, uh, the things that cost you. time, your energy, you know, and money. So you just ask yourself, how much time am I losing?
Yeah.
Working on this thing? How much money am I losing? Right? And, um, am I burning out? Am I burning out working on these tasks? Then that means I need to automate. You don't automate nothing, you automate something. So if there's nothing bothering you, there's nothing overwhelming for you, if there's nothing— I'm very sure there's always something to automate. We spend hours checking our emails. What if an agent can just act and read all the emails, summarize the email, and just give you on a pager?
Yes.
Look at it. Okay. What if an agent can just write an email, maybe 10, 20 emails, and you just check them, approve which one is correct, is it aligning with your style, so on, and disapprove which one is not consistent with your tone and style, right? So we have a lot of, of things, of things, tasks, and activities to automate in our lives. Let's start from our personal life. Yeah, you can automate your Google Calendar. You don't want to miss an important birthday, right? You don't miss an important event. It can automate how you get notifications. You know, this person's birthday, you can draft a birthday message.
Yeah.
Imagine you have 1,000 contacts on your device. It can draft messages on your behalf in your tone and styles. And send them a message, and when they reply, can also reply back. Why you don't even remember the person's birthday? So that's the importance of, you know, using agentic AI for solopreneurs. We get busy sometimes, we forget to spend quality time with our family and friends, you know, but agents can take on those repetitive tasks and we focus And spending more time with our loved ones, which is also very important as it impacts our mental health, makes us more productive. Right, right.
And so what does that sort of maturity model look like? You know, it's someone that today they believe in technology, they believe this is the future, they're getting involved versus someone, you know, like you that's really got agents in, you know, working in tandem with each other and really sort of workflows that have multiple agents that are doing things like quality checks so that one agent creates the product, then another agent makes sure that it's got the quality, and then another agent makes sure it's in your tone, and then another agent queues it all up for sending.
Yeah.
What's the difference between, you know, how do we go on that journey?
Yeah, we, we're gonna get there. Right now, if you're working with an agent, it reports back to you, right? But in the future, I, I see agents collaborating. I think, um, a few hours ago, I was just imagining a word like collaborative agentic AI— sorry, intelligent collaborative agentic AI, or intelligent collaborative agents.
Yeah.
Do you understand?
Yeah.
Intelligent agents working together. They don't wait anymore for your instructions. They also learn from other agents. They also learn from instructions you have given other agents. And by the time we get to that point, it's like the last, um, phase in the model where we call it autonomous. Autonomous. Now you get to focus on what is more important, what is more pertinent, and you get to derive a lot of benefits and the investment of years begin to pay off, right? Because you've spent time training individual agents and they are now collaborating to produce a better result. Synergy, right? So that power of leverage helps you to maximize opportunities in your business. So I think we're gonna get there. Yeah, yeah, we're gonna get there.
Well, Elijah, you're obviously an expert in a lot of Super interesting areas and we could talk all day, but I gotta be mindful of your time. But before I let you go, like, tell our audience, like, give us the pitch. Who do you help and how exactly do you help them?
Yes, I started out as a freelancer. I ghostwrite for tech founders, especially those in STEM. And then I also work in research teams and we build custom agentic AI for solopreneurs and businesses who are interested in automating their processes, right? So, and I've had quite a lot of, I've built a lot of relationships across different time zones. So that's why when my client is sleeping, I'm working. I used to be the agent.
Sure.
I used to be the agent 7 years ago as a freelancer, you know, interfacing with different companies working in GTM teams across US, Singapore, Europe. The last time I was checking my heatmap, I've worked in— I've collaborated with clients in different— in all the continents of the world across different time zones. So sometimes I wake up in the night because my client is at work to respond. Thanks for Agenti AI. Now, you know, I can respond faster. So, and for me, that's in part because I believe in owning my clients' projects. I call it own the work. So when you own the work, you, you go above and beyond because you don't want your clients to fail. You don't want them to fail. You want them to generate results. And if you are working from, uh, region like mine when you have to, you know, you have to just put on your best, you know, you have to be on top of your game. So I document my experiences working with clients, and by the time I'm working with the next clients, bring that experience to improve the processes. So imagine doing that for the past 7 years. It means if I wrote a book 7 years ago, what I'm writing now is better than what I wrote 7 years ago because I got better like agents. I got better, you know, relating with cultures, you know, relating with different people, Black, different people all over the world. I learned about cultures, I learned about, you know, languages, I learned different things from different people, and that has really helped me. And for me, that is exciting because I told myself I don't want to work for a single company, I want to work for many people In such a way that my learning curve will continually improve, right? So, and that's what I've been doing all this while.
That's great. And for folks that are listening and, you know, want to work with you on building some of these agentic systems in their business, what's the best way to get in touch?
Yeah, I can be reached on LinkedIn. Okay, just send me a message on LinkedIn and then I Also, you can send me a message on Contra, and then we can take the conversations from there. Fantastic.
Well, Elijah, thanks again for joining us today. I really enjoyed our conversation.
Yeah, same here. Thank you, Mark, for having me.
Talk to you soon.
Yeah, bye.
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