STAGE 1
获客
让客户主动留下需求
- 短视频讲痛点
- 落地页放案例和表单
- 目录站导入工具流量
- 用 Calendly 预约诊断
输出：一个可追踪的 lead
STAGE 2
诊断
判断客户是否值得做
- 收集行业、流程、客单价
- 确认是否有重复工作
- 估算节省时间或新增收入
- 筛掉预算和数据不清的需求
输出：需求评分和报价范围
STAGE 3
方案
把 AI 智能体卖成业务结果
- 定义输入输出
- 画交付流程
- 列出人工审核点
- 写清不能保证的效果
输出：一页方案和交付边界
STAGE 4
交付
先交一个可用的小系统
- 接表单/CRM/知识库
- 搭建 agent workflow
- 加日志和失败重试
- 留人工接管入口
输出：可演示、可迭代的 MVP
STAGE 5
复购
从一次性交付变成月费
- 监控运行数据
- 每周优化提示词和流程
- 加新渠道和新知识库
- 按效果和维护收月费
输出：维护费、订阅费或分成
可卖的 AI Agent 产品包
先卖清晰的小结果，再扩展成长周期系统。报价只是内部参考，不向用户承诺固定收益。
线索分拣 Agent
适合本地服务、教育、装修、B2B 销售。把表单/微信/邮件线索自动分类、打分、分配。
¥3,000-20,000 setup + 月维护
客服知识库 Agent
适合 SaaS、电商、课程、售后。回答 FAQ、产品问题、订单流程，并保留人工接管。
¥5,000-50,000 setup + 月维护
内容生产 Agent
适合内容站、短视频团队、跨境卖家。生成选题、脚本、摘要、SEO brief，但保留审核。
¥2,000-30,000 setup + 套餐
内部流程 Agent
适合老板和运营团队。日报、库存、销售、客服、报价、工单自动汇总和提醒。
¥10,000-100,000 setup
工具栈候选
这些产品目前多数是候选链接。拿到真实 affiliate tracking URL 后，在后台产品库激活，页面会自动走 `/go/[code]` 记录点击。
Botpress
候选AI agent platform for building website chatbots, knowledge-base assistants, and automated service flows.
Calendly
候选Scheduling tool for consultation bookings, sales calls, and onboarding handoffs.
Chatbase
候选Train a website chatbot on your own documents and pages for support, FAQ, and lead capture.
Crisp
候选Customer messaging and helpdesk platform for live chat, bots, shared inbox, and support workflows.
HubSpot CRM
候选CRM platform for tracking leads, deals, forms, email, and sales follow-up.
Intercom
候选Customer service platform with AI support agents, live chat, help center, and customer messaging.
Lindy
候选AI assistant platform for automating sales, email, scheduling, and operational tasks.
Make
候选No-code automation platform for connecting forms, sheets, publishing workflows, and reporting.
Manychat
候选Chat marketing platform for Instagram, Messenger, WhatsApp, and lead follow-up automations.
n8n
候选Workflow automation platform for building AI agent backends, lead routing, CRM updates, and scheduled business processes.
Tally
候选Simple form builder for fast lead capture, intake, and validation pages.
Typeform
候选Form and survey platform for qualification flows, intake forms, and customer discovery.
Voiceflow
候选Conversation design and AI agent builder for support bots, lead qualification, and guided customer workflows.