RBMG: AI For Consulting & Entrepreneurship

RBMG is a consulting firm dedicated to helping entrepreneurs and SMEs accelerate their business development across France, Northern Africa, and the Middle East. RBMG Entrepreneurs specializes in delivering comprehensive business plans to its clients. Traditionally, the process—from initial lead capture to business plan production—was manual, time-consuming, and costly. To streamline operations and reduce expenses, RBMG turned to Aimwork AI Management Workspace to create Georges, the first custom AI agent designed to automate the entire business plan workflow.

1. Conversational AI for Lead Engagement

Challenge:

Traditional lead capture relied on static contact forms followed by phone calls and manual data entry. This fragmented approach slowed down the qualification process and led to inefficiencies in gathering critical client information.

Solution:

Using Aimwork, RBMG deployed Georges to replace conventional forms with a natural, conversational interface. Georges interacts with prospects directly on the landing page, guiding them through data collection and ensuring that all essential information is accurately captured.

Outcome:

This innovation dramatically reduced lead acquisition time, improved data accuracy, and provided a more engaging user experience—contributing to a 5x reduction in the cost of acquiring leads.

2. Automated Business Plan Generation

Challenge

RBMG was previously using a traditional SaaS tool to generate business plans. However, this legacy system featured a cumbersome interface, required extensive manual data entry, and relied on rigid calculation algorithms. The result was a lengthy process—taking up to 45 minutes per client—that struggled to adapt to diverse client needs and offered little user guidance.

Solution:

Georges, the custom AI agent built on Aimwork's Workspace, replaced the traditional SaaS tool. Leveraging advanced language models and Retrieval‑Augmented Generation (RAG), Georges engages prospects in a natural conversation to capture essential data and then automatically generates a complete, tailored business plan in just 5 minutes. Custom Python scripts and seamless API integrations ensure that financial calculations are precise and fully aligned with RBMG’s methodologies.

Outcome:

This automation delivered a 10x faster turnaround on business plan generation, significantly reduced software and labor costs, and consistently met client expectations by providing high-quality, accurate plans in a fraction of the time.

3. Automated Business Plan Generation

Challenge:

Beyond document creation, RBMG’s legacy system required manual orchestration of data collection, processing, and document delivery. This fragmented workflow affected overall operational efficiency and customer satisfaction.

Solution:

Georges integrates the entire process—from conversational data capture and real-time document generation to immediate email delivery—into a single, unified system. This end‑to‑end automation eliminates manual intervention and streamlines every step of the workflow.

Outcome:

The fully integrated solution cut software costs by 50%, eliminated lead qualification expenses, and resulted in 100% customer satisfaction, while also attracting significant media coverage across France and Belgium.

Conclusion

By deploying Georges through Aimwork AI Management Workspace, RBMG has transformed its business plan creation process. The new system not only delivers plans 10x faster and at a fraction of the cost but also enhances the overall client experience. This breakthrough underscores RBMG’s commitment to innovation and its strategic vision to empower entrepreneurs and SMEs across diverse regions.