How Pragmatic Leveraged Lindy to Transform Their AI Strategy Consulting Business

Introduction

Pragmatic, founded in 2017 by Scot Westwater and his wife Susan, has evolved from a voice AI-focused consultancy to a successful AI strategy firm. With a lean team of two, Pragmatic has leveraged Lindy to scale their operations, compete with larger agencies, and drive significant revenue growth.

"We like to joke that it's the only New Year's resolution we ever kept," Scot recalls about founding Pragmatic. What started as a response to emerging technology shifts has become a thriving consultancy helping brands leverage AI as a force multiplier.

Company Overview

• Founded: 2017 
• Founders: Scot and Susan Westwater
• Team: 2 full-time employees 
• Core Business: AI strategy consulting, public speaking, and thought leadership 
• Time saved with Lindy: 20-30 hours per week

The Challenge

Before implementing Lindy, Pragmatic faced significant challenges in managing their workload effectively. As a small team handling everything from marketing and sales to operations and IT, time was their most precious and limited resource.

The manual nature of their processes was particularly time-consuming:

• Proposal Creation: Turning around a proposal typically took 1.5 weeks, involving hours of manual writing and formatting.
• Conference Research: Finding relevant speaking opportunities was a tedious two-week process of Google searching and spreadsheet creation.
• Content Editing: Hours were spent on structuring and formatting content for client deliverables.
• Technical Analysis: Comparing different technical solutions for clients required extensive research and manual compilation of data.
• Case Study Creation: Gathering client success stories and transforming them into compelling case studies was a time-consuming process, often delayed due to competing priorities and lack of a streamlined system.

These manual tasks were not only time-intensive but also pulled Scot and his wife away from high-value activities like strategy development and client relationship building.

Scot describes the situation: "Time is our biggest asset and also our biggest enemy. We need to figure out ways that we can scale the unscalable, which is how much time we have in the day."

The challenge was clear: How could Pragmatic maintain their high-quality work and compete with larger agencies while operating with such a lean team? They needed a solution that could automate their most time-consuming tasks without compromising on quality.

Discovering Lindy

Pragmatic's journey with Lindy began through an unexpected channel. Scot explains, "It was on Twitter. I don't know remember if it was a tweet from Flo or if it was from Robert Scoble... but it was definitely on X [Twitter]."

Automating The Agency with Lindy

Pragmatic integrated Lindy into various aspects of their business operations:

• Conference Research: Lindy automated the process of finding relevant industry conferences, reducing a two-week task to just 20 minutes.
• Proposal Generation: Lindy streamlined the proposal creation process, cutting turnaround time from 1.5 weeks to under 2 days.
• Content Creation and Editing: Lindy assists with content structuring and editing, improving the quality of Pragmatic's deliverables.
• Technical Analysis: A "tech strategist" Lindy helps with comparisons and analysis, allowing quick validation of technical options for clients.
• Personalized Assistants: Scot created personified Lindys with names and distinct personas, treating them more like coworkers than tools.
• Case Study Creation: Lindy automated the case study development process, reducing creation time from scattered hours over weeks to just a few focused hours, ensuring consistent and timely production.

Implementation

Scot's journey with Lindy began with a simple yet impactful use case: sourcing speaking engagements and conferences. This task, which had previously been a time-consuming process, became the perfect testing ground for Lindy's capabilities.

Setting up his first Lindy took less than 20 minutes. Scot instructed Lindy to search for marketing and AI conferences, starting locally and expanding nationwide. The results were immediate and impressive:

"It found me, twenty-five or so conferences that some of them were on our radar, others weren't. But it actually completely changed how we started looking at this research and kind of information gathering."

This initial success transformed a two-week manual process into a minutes-long automated task. Impressed by the efficiency, Scot was hooked and began exploring other ways to integrate Lindy into Pragmatic's workflows.

From there, Scot created more Lindies using natural language prompts. As new features like the flow editor were introduced, he adapted his approach to leverage these advanced capabilities, continuously expanding Lindy's role in the business.

Results and Impact

The integration of Lindy into Pragmatic's workflows has yielded substantial benefits:

• Time Savings: Lindy saves Pragmatic 20-30 hours per week. Scot explains, "It's being able to scale being unscalable."
• Improved Efficiency: With routine tasks automated, the team now focuses on high-value activities like strategy development and client relationships.
• Cost Savings: Pragmatic has avoided hiring additional staff while scaling their business, significantly reducing operational costs.
• Revenue Growth: Scot reveals, "We've already used Lindy to generate hundreds of thousands of dollars of additional work," including a $50,000 project secured with Lindy's help.
• Enhanced Service Quality: Proposal turnaround times have been reduced from 1.5 weeks to under 2 days, allowing for faster deal closures and improved client satisfaction.
• Competitive Edge: "It basically gives you the ability to compete with... our competitors right now Accenture, Deloitte, content-wise," Scot emphasizes.

The cumulative effect has been transformative for Pragmatic. As Scot puts it, "It's like having a team of superheroes behind you."

Future Plans

Pragmatic aims to expand Lindy's capabilities:

• Integration of multiple specialized Lindys working together
• Further automation of sales outreach and prospecting
• Exploration of autonomous agent capabilities

Scot envisions Lindy evolving to handle more complex tasks: "I can see Lindy being that master that's then controlling all of the different Lindys or other bots, and then also mixing and matching the different language models."

Competitive Advantage

Unlike some users who keep Lindy as a secret weapon, Scot is enthusiastic about recommending it to others. He states, "I tell everyone about Lindy because I want people to get comfortable and figure out, at least on the individual level, how they can use AI in a meaningful way."

Conclusion

Pragmatic's use of Lindy has revolutionized their AI consulting business in several key ways:

• Massive Time Savings: Lindy saves Pragmatic 20-30 hours per week, equivalent to a full-time employee, freeing up the team to focus on high-value tasks.
• Significant Revenue Growth: Lindy has directly contributed to hundreds of thousands of dollars in new business, including a $50,000 project secured with its help.
• Improved Efficiency: Proposal turnaround time has been reduced from 1.5 weeks to under 2 days, dramatically improving client responsiveness.
• Cost Reduction: By automating tasks, Pragmatic avoided hiring 2-3 additional managers, significantly reducing operational costs.
• Competitive Edge: Lindy enables Pragmatic, a team of two, to compete with industry giants like Accenture and Deloitte in content quality and service delivery.
• Scalability: Pragmatic can now handle a larger workload and grow faster without increasing headcount, positioning them for continued success in the AI consulting industry.

Scot's decision to implement Lindy has positioned Pragmatic for continued growth and success in the competitive AI consulting industry. As they continue to expand Lindy's capabilities, Pragmatic is set to push the boundaries of AI-driven efficiency in their field.

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