Behind the Scenes: Building an AI Digital Twin

Joe Fier walks through how he kicks off AI digital twin projects with Delphi. He starts with the client's big vision, narrows to one priority use case, and builds guardrails into large instruction-rich prompts. The biggest bottleneck is always the client gathering their own content.
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Somebody says, hey, I'd love to get started. Like, what does it take to build a clone with you? Can you just take them through the.
Process the way that I like to run people through? Because I typically do the kickoff with, with new clients and you know, being, being a user of Delphi for a long time, I have a really good understanding of the tool. But it always surprises me with the different use cases or reasons why people want to scale themselves or clone themselves, which is typically. My very first question is like, how did you find this technology? Because it's still. It's new. I'm always curious. But also it's like, what's your vision? Like, what do you want to do with this thing? Like, tell me your crazy, wild vision. Just go. Go crazy. Don't hold back. And I usually start there because it gets me excited. And it also turns on some lights that might not have been turned on because I'll hear what the vision is. I might expand it further or it might walk them back a little bit just in. But I'll give them context of like how it works in Delphi, maybe sometimes telling them like, hey, here's what's. What's coming or what I, what I'm aware of. So like, yeah, maybe that's a thing, but not now. So it's capturing that, trying to bottle up what's their. What's their vision and then align it to Delphi, essentially. Like what can be built. During that call, I, I stole this with. But I do credit it to Dan Sullivan, his whole thing of like, all right, so paint a picture. Now that we have your big vision, let's focus on like, what's the priority use case in your business? Typically people have like one or two and typically it's their members area. It's like, we have an existing community that we want to give more value to. They ask a lot of questions, which is a good thing. Means you have an engaged community. But it's either the business owner, the expert, or their community manager is completely overwhelmed. That's almost always the story. And again, good problems. But they're usually looking to hire some, you know, multiple people or. But then they see Delphi and they're like, holy moly. This thing can literally do the job of like 20 of these people or even more and better. But it doesn't eliminate the human, you know, in there. Like, so the, the expert, the. Or the community manager is still very valuable there to support. So. But the point is, like, figure out where the priority use case is and then that's when the Dan Sullivan question, which is like hey, paint this on a scale of 1 to 10, what's an 11 outcome of making this use case like come to life and like function really well? How is it going to give the most value? How would it act? How would it not act? Yeah. Basically I'm trying to really figure out what are the guardrails, how are we going to program this thing and essentially all that becomes prompts or a massive prompt with instructions and different logic that we build out.
So which is where our team. Yeah. Steps in. Right. You were mentioning earlier that one thing with a 10,000 word prompt, like that's all stuff that, that our team is doing.
Yeah. So we're like. So it's a mixture of getting their vision but then strategically because I've consulted a ton of businesses, I've advised them as well. I have a marketing mind so I'm thinking of this as a journey which when I tell people this that I don't think they're expecting it. They're probably expecting some like tech guy, you know, as is like oh AI build team or from Delphi. But it's like no, they actually like get super jazzed up when they hear oh you're a marketer. Okay, perfect. Like I need all the help.
That's so interesting that you say that because everybody that is a builder for us has a marketing background.
That's right. They have some form of marketing.
So after you guys have, you're kind of in that first that preparation, that prepare state interface, then somebody is directed to send you content. Right. How does that happen? Like what kind of things do they send? Where do they send it to? How's all that work?
Yeah. And the content is, is I always say this is the biggest lift on the person. Like so the business owner coming to us which makes sense because they hold the content.
You know, it might live in a whole bunch of places like on their membership area. That's it could be just loaded into a Kajabi or Mighty Networks or Circle platform or wherever thinkific. You know these are all pretty very common places. Yeah. Most of the times people have backups on a Google Drive or Dropbox which is helpful. If they don't, there's other ways to extract the information. Ideally you want to have something in a shareable like Google Drive just because a. And they always thank me after they go through the process even if it's kind of grueling for their team. You have a backup of your stuff. You're not like platform dependent anymore. And literally I've never had one person say this is a bad idea. Like there's like. Yeah, I've been waiting for the point, the moment this had to happen.
Joe, would you say that this is probably. When it comes to timing on a project, this is probably what slows things down the most, is somebody's really enthusiastic and then it comes to pulling together their data and sometimes will wait weeks.
Yeah, they're. They're trying to get their assistant or themselves or whoever hires someone even to do this. Sometimes it is a lot of times though, I mean, luckily we. We're fortunate enough with Delphi where we get given we're basically like we're onboarding the, the top tier clients, which is awesome. So a lot of them are pretty organized or they have a team that can get it done fast. But still it's a. There's a content lift. So I would say. Yeah. And even if you're not doing deli, like have your content somewhere because any kind of AI, it's going to come in handy.
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