AI Partnerships

Turn Your Expertise Into an AI Product: A Step-by-Step Path

A concrete sequence for domain experts: pick one repeatable decision, write down how you make it, collect real examples, test by hand with three customers, then build.

Chase Dillingham

Chase Dillingham

Founder & CEO, TrainMyAgent

9 min read 8 sources cited
Domain Expertise AI Product Productize Consulting Vertical AI Founders
Hand writing with a marker on a glass whiteboard covered in notes
Photo by Kvalifik on Unsplash

You do not turn your whole career into software. You turn one repeatable decision into software.

That is the path to turn your expertise into an AI product. Pick one decision you make over and over. Write down how you make it. Run it by hand for three customers. Only then build.

Most people skip to the build. That is the expensive mistake.

Start With One Repeatable Decision

Your expertise is a bundle of hundreds of decisions. A product needs one.

A good first decision has five traits:

  • You make it often. Weekly at least. Daily is better.
  • The inputs are documents or data. Invoices, contracts, claims, applications, reports, emails.
  • The output is a clear answer. Approve or reject. Category A, B, or C. Flag or pass. A short written recommendation.
  • A junior person could do 70% of it after training. The last 30% is where you earn your fee.
  • Someone already pays for it. Either they pay you, or they pay staff to do it badly.

That fourth trait answers the question “which part of my work can an agent do?” The agent does the first 70%. You, or a trained reviewer, handle the exceptions. Do not aim to replace your judgment on hard cases. Aim to stop spending your hours on easy ones.

Here is a hypothetical. Say you are a freight auditor who checks carrier invoices against contracts. The repeatable decision is: “Does this invoice match the contracted rate, and if not, what is the dispute amount?” That is narrow, frequent, and document-based. “Freight consulting” is not a decision. It is a career.

One more filter: pick a decision where wrong answers have a known cost. If a wrong answer could injure someone or trigger a legal filing, start somewhere easier. You can come back to it later with review steps built in.

Write Down How You Make It

Now do the part experts hate. Write out your decision process, step by step, as if training a new hire on day one.

Use this template:

  1. What do I look at first? Which document, which field.
  2. What do I check? List every check, in order.
  3. What are the rules I always apply? Be specific. “Anything over $5,000 needs a second look.”
  4. What are the exceptions I know about? The odd cases that waste your time.
  5. What makes me uneasy? The signals that make you stop and call someone.
  6. When do I say “I don’t know”? This one matters most.
  7. What does my output look like? Format, length, who reads it.

This document is the raw material for the product. It becomes the agent’s instructions, its checklist, and its test criteria.

Expect to find gaps. Experts often discover they decide by feel, and that the “feel” is really five rules they never named. Writing it down makes those visible. That alone is worth the effort, even if you never build anything.

Anthropic’s guidance on building agents draws a line between workflows (fixed paths through code) and agents (the model picks its own steps). It recommends the simplest solution that works. If your written process is a clear sequence of steps, you may need a workflow with a model in a few places, not a free-roaming agent. Gartner makes the same point: many use cases positioned as agentic today don’t require agentic implementations.

Collect Ten Real Examples

What data do you need? Less than you think, but it must be real.

Collect ten real cases of your decision. Include:

  • The input exactly as it arrived (the messy PDF, the forwarded email).
  • Your decision.
  • Your reasoning in one or two lines.
  • Whether it was easy, hard, or an exception.

Make sure at least three are hard cases and at least two are ones where the right answer was “send this to a human.”

Ten is a starting set, not a final test set. Grow it to thirty or fifty before launch. The point is to see your own work as data.

Remove names, account numbers, and anything confidential before sharing these with anyone, including a build partner. Use your client agreements as the guide. If you cannot share real examples, build synthetic ones from real patterns and label them as synthetic.

Then read all of them again. Hamel Husain’s guide to evaluating AI products says to look at as much data as possible and that you can never stop looking at data. He means model outputs, but the habit starts here. Know your cases cold before software touches them.

Test by Hand With Three Customers

Do not build yet. Sell the outcome and deliver it manually.

Find three customers who have this exact decision problem. Offer to do it for them for a small fee, or free for a fixed trial. Tell them it is a pilot. Do the work yourself using your written process. Time yourself.

This is the same idea Paul Graham described in Do Things that Don’t Scale: early on, founders must go out and get users one by one. Doing the work by hand is how you learn what the customer actually wants.

During these three trials, track:

What to trackWhy
Time per caseTells you what automation saves
Cases you were unsure aboutTells you where review is needed
What the customer changed or questionedTells you what the real output should be
What they asked for that you did not expectTells you where the product actually lives
Whether they would pay againThe only validation that counts

Three customers is a floor, not a target. I picked three because it is enough to see a pattern and small enough to finish in weeks. If all three say “this is useful but we would not pay,” you just saved yourself a build budget.

Watch for one signal in particular: customers asking you to do more of it. That means the problem is real.

Decide What to Build and How to Price It

After the manual trials, you know four things: the decision, the rules, the time per case, and the customer’s reaction. Now decide what to automate.

Split your process into three buckets:

  • Automate fully. Clear rules, low risk, high volume.
  • Automate with review. The agent drafts, a person approves. This is where most of the value is. See human-in-the-loop AI agents.
  • Keep human. Hard judgment, high stakes, unclear rules.

Your first version should do the first two buckets for one customer type.

How do I price it? Start from three numbers: what the customer pays now, what it costs you to run each case, and what a wrong answer costs them.

There are four common models:

  • Per case or per outcome. Easy to explain. Intercom prices its Fin support agent at 99 cents per resolution, which is a well-known example of charging for results. See outcome-based pricing.
  • Subscription with a volume band. Predictable for both sides.
  • Per seat. Works when people log in daily. Weak for back-office agents that run in the background.
  • Retainer plus per-case fee. Good when you also provide review or oversight.

Here is a hypothetical. Say a case takes a human 20 minutes at $40 an hour of fully loaded cost. That is about $13 a case. If your product, with review, costs you $2 a case to run, pricing at $5 to $7 saves the customer roughly half and leaves you margin. Those numbers are made up to show the math. Use your own from the manual trials.

For a deeper look at models and tradeoffs, read the AI agent pricing models buyer guide.

Choose a Build Path

You have three real options.

Path 1: No-code or low-code tools. Good for proving the workflow with a real customer in days. Limits show up in testing, permissions, and scale. Use it to learn, then decide.

Path 2: Hire or contract engineers. You keep full control and pay full cost. You need to find people who can build and run a production agent. If you are not technical, read technical cofounder alternatives before you spend equity on a search.

Path 3: Partner with a builder. You bring the expertise, customers, and judgment. A partner brings the engineering, the infrastructure, and the pattern knowledge. This is the model behind an AI venture studio. Terms vary, so get the split, the IP ownership, and the exit rights in writing.

My recommendation: use Path 1 to confirm the workflow, then choose Path 2 or 3 based on how many products you plan to build. If you are building one product and have budget, Path 2 is fine. If you want to launch fast and share risk, Path 3 is usually better. I am biased here, because TMA works in Path 3. Weigh that.

For the wider picture of the founder side, see how to build an AI startup as a domain expert.

Keep the Judgment When You Turn Your Expertise Into an AI Product

What can go wrong? Four things, in the order I would worry about them.

1. You automate the part that needs you. If the agent handles the hard cases, errors rise and trust falls. Route uncertain cases to a person from day one. Make “I don’t know” an allowed output.

2. The product makes claims you cannot back up. Regulators are watching. The FTC’s Operation AI Comply, announced in September 2024, brought five enforcement actions against companies using AI hype to deceive. Do not promise accuracy you have not measured. Publish your test results or do not quote them.

3. You own the mistakes. In February 2024, a British Columbia tribunal in Moffatt v. Air Canada held the airline liable for wrong information its chatbot gave a customer, as the American Bar Association summarized. The tribunal said the airline was responsible for all the information on its website, per BBC reporting. This was a tribunal decision, not a court precedent. The lesson still applies: if your product gives the answer, you are accountable for it. Talk to a lawyer about disclaimers, insurance, and contract terms before launch.

4. The data walks out the door. Customer documents are sensitive. Decide where data lives, who can see it, and how long you keep it before you take the first real file.

The rule that holds all four together: keep the judgment, automate the rest. Your name is on the result.

Bottom Line

Pick one repeatable decision. Write down how you make it. Gather ten real cases. Run it by hand for three customers. Build only what they asked for.

If you cannot finish the manual stage, you do not have a product yet. That is a cheap thing to learn.

Next step: this week, write the seven-question process document for one decision. It takes an afternoon.

FAQ

How do I turn what I know into an AI product? Narrow it to one repeatable decision with document inputs and a clear output. Write down how you make it, collect real examples, and deliver it manually to three customers. Build software only after customers ask for more of it.

Which part of my work can an agent do? The routine 70% of a decision: reading documents, checking rules, drafting an answer. Keep hard judgment, high-stakes calls, and unclear cases with a person. Aim to remove easy work from your day, not to replace your expertise.

What data do I need? Start with ten real cases that include the input, your decision, and your reasoning. Include hard cases and cases that should go to a human. Grow to thirty or fifty before launch, and remove confidential details before sharing.

How do I price it? Start with what the customer pays now, your cost per case, and the cost of a wrong answer. Then choose per-outcome, subscription, per-seat, or retainer pricing. Use numbers from your manual trials, not guesses.

What can go wrong? You may automate the part that needs your judgment, claim accuracy you have not measured, take on liability for wrong answers, or mishandle customer data. Plan review steps, test results, legal terms, and data rules before launch.

Do I need to be technical? No, but you need a technical path. That can be a no-code tool for testing, a contract engineer, or a build partner. Choose one before you scale.

Three Ways to Work With TMA

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About the Author

Chase Dillingham

Chase Dillingham

Founder & CEO, TrainMyAgent

Chase Dillingham is the founder and CEO of TrainMyAgent. He spent 15+ years as an enterprise architect deploying production systems. Now he builds AI agent platforms that deliver measurable ROI.

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