The argument in one line.
A consulting offer built around two 45-minute monthly calls and a walkie-talkie app can generate a $1,000 effective hourly rate because clients pay for always-on access and visible proof of progress, not seat time.
Read if. Skip if.
READ IF YOU ARE…
- You want to start a service business around AI but don't know how to package it into a productized offer.
- You're already consulting or coaching and want a repeatable structure that scales to six clients without burning out.
- You're comfortable with Claude and want a concrete template for turning that skill into monthly retainer income.
- You're targeting small business owners — trades, local services, operations-heavy teams — who are underusing AI.
SKIP IF…
- You're looking for an agency playbook that serves dozens of clients — this model caps intentionally at six.
- You have no existing relationship-building or sales skills; the offer structure is clear but landing clients is assumed knowledge.
- You want a fully hands-off productized service — this requires two live working sessions per client per month.
The full version, fast.
The AI Concierge Offer packages done-with-you AI consulting into three components: a pre-call JotForm intake that surfaces bottlenecks before call one, two 45-minute monthly strategy sessions where you audit, optimize, and automate the client's workflows using the AOA framework, and unlimited Voxer access with a 12-hour response SLA between calls. A shared Notion hub tracks call recordings, action items, and a quantified list of every skill and automation built — the latter is what drives renewals. Two Claude skills handle the entire post-call workflow: populating the call log and sending a follow-up email in thirty seconds. Pricing starts at $1,000/month, rises to $1,500 after two clients (a $1,000 effective hourly rate), and tops out around $2,000 for a cap of six clients.
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00:00 – 01:40
01 · Hook: $1,000/hour and the full offer preview
States the $1,000+/hour claim upfront, previews all four offer components (intake form, strategy calls, Voxer, Notion hub), and promises to show the two Claude skills that automate the post-call workflow.
01:40 – 03:40
02 · The pre-call intake form
JotForm built by Claude via the JotForm connector. Required before the first paid call — reschedules until filled. Surfaces bottlenecks, maps time-heavy workflows, identifies 1-3 AI opportunities across sales, ops, marketing, finance. Key questions include top three time sinks, biggest bottleneck, current software, and team composition.
03:40 – 05:20
03 · The two 45-minute done-with-you strategy calls
Working sessions every two weeks. Client shares screen; consultant builds Claude skills, implements CoWork, creates context files alongside them. Done-with-you, not done-for-you. Goal: implement at least one automation by end of call one.
05:20 – 06:00
04 · The AOA framework: Audit, Optimize, Automate
The operating sequence: intake form does the initial audit; strategy calls optimize the process first (removing waste and unnecessary steps) before any automation is applied. Automating a broken process just accelerates the breakage.
06:00 – 07:30
05 · Voxer access and the 12-hour response SLA
Walkie-talkie app for async voice messaging between calls. Eliminates the two-week wait for help. 12 business-hour response SLA stated explicitly. Positions the consultant as a 24/7 AI partner without requiring synchronous availability.
07:30 – 10:30
06 · The Notion documentation hub
Shared workspace owned by the consultant, shared with the client. Contains: all call recordings and transcripts, top three takeaways per call, action items for both sides, and — most importantly — a quantified list of every skill, workflow, and automation built. That running list is what drives renewals by making the value tangible and visible.
10:30 – 12:15
07 · The two Claude skills that automate post-call admin
Skill one fills out the Notion call log (recording link, AI summary link, top three takeaways from the transcript). Skill two extracts action items and pastes them into Notion. As a follow-up, it drafts an email to the client summarizing the call and relinking to Notion. Total time: thirty seconds.
12:15 – 14:23
08 · Pricing: $1,000 → $1,500 → $2,000/month
Start at $1,000/month (floor — do not charge less). After two clients, raise to $1,500 (the point at which two 45-minute calls = $1,000 effective hourly rate). Currently charging $2,000/month after 100% close rate at $1,500. Caps at six clients to protect service quality.
14:23 – 15:21
09 · CTA and community plug
AI Operator Academy community includes the full JotForm template, Claude skills, Notion template, and entire offer system ready to plug and play. Pricing diagram also available in the description for download.
Lines worth screenshotting.
- Two 45-minute calls per month at $1,500 equals a $1,000 hourly rate — the math only works because the offer includes infrastructure, not just your time.
- When 100% of your sales calls are closing, your price is too low — that's the signal to raise it, not a reason to celebrate.
- A pre-call intake form that maps time sinks, bottlenecks, and current software is the real first call — it lets you deliver a win before you even meet.
- The AOA framework (Audit, Optimize, Automate) deliberately fixes the process before automating it — automating a broken process just speeds up the waste.
- A quantified deliverables list in Notion — every skill, workflow, and automation built on each call — is what makes clients renew without question.
- Voxer eliminates the 'wait two weeks for the next call' friction that kills consulting momentum and makes clients feel unsupported between sessions.
- Capping at six clients is a deliberate quality choice, not a capacity constraint — more than six and service level degrades.
- Two Claude skills replace thirty minutes of post-call admin: one fills the Notion call log, the other drafts the client follow-up email.
- Requiring the intake form before call one isn't just process — it's a commitment filter that signals who will and won't invest in the engagement.
- The Notion hub doubles as a retention mechanism: when clients can see a running list of everything built, they justify the monthly fee themselves.
- Done-with-you beats done-for-you for a solo operator — it transfers knowledge, increases client buy-in, and keeps you from becoming a permanent dependency.
- Starting at $1,000/month with zero pushback isn't validation — it's a data point that the market could bear more from day one.
How to Package AI Consulting Into a $1,000/Hour Retainer
THE OFFER STRUCTURE
The math behind a $1,000 effective hourly rate is simple — two 45-minute calls at $1,500/month — but the infrastructure that makes clients renew is what the hourly rate obscures.
01Hook: $1,000/hour and the full offer preview
- Front-loading the entire mechanism in thirty seconds (form, calls, walkie-talkie, Notion, Claude skills) serves as a self-qualifying filter — viewers who keep watching have already decided this is worth learning.
02The pre-call intake form
- A required pre-call intake form isn't overhead — it's your first call disguised as a form, letting you surface bottlenecks and deliver a win on session one instead of spending it on orientation.
- Making the form a hard requirement before the first paid call is also a commitment filter: clients who won't spend ten minutes filling it out signal that they won't invest in the engagement itself.
03The two 45-minute done-with-you strategy calls
- Done-with-you is a deliberate architecture choice over done-for-you: the client learns the tools alongside you, which reduces your long-term support burden and increases their perceived ownership of the outcome.
04The AOA framework: Audit, Optimize, Automate
- The AOA sequence (Audit, Optimize, Automate) exists because automating a broken process accelerates the breakage — fix the workflow before touching the tooling.
05Voxer access and the 12-hour response SLA
- Voxer with a stated 12-hour SLA solves the retention problem most consultants ignore: clients who feel abandoned between monthly calls churn, while clients with async access feel continuously supported.
06The Notion documentation hub
- A quantified list of every skill, automation, and workflow built across every call — not anecdotes, a running inventory — is what makes clients justify the monthly fee to themselves at renewal.
- Hosting the Notion hub in your own workspace (shared with the client, not in theirs) keeps it as a renewal mechanism rather than a deliverable the client owns and can walk away with.
07The two Claude skills that automate post-call admin
- Two Claude skills that auto-populate the Notion log and draft the follow-up email convert thirty minutes of post-call admin into thirty seconds — the infrastructure cost is two hours, the payoff recurs monthly.
08Pricing: $1,000 → $1,500 → $2,000/month
- A 100% close rate is a pricing signal, not a success metric — it tells you the market sees more value than you're charging for.
- Capping at six clients is a deliberate design choice: quality degrades past that threshold for a solo operator running live working sessions, and six clients at $2,000/month is $144,000/year.
Terms worth knowing.
- AI Concierge Offer
- A productized consulting retainer that delivers done-with-you AI implementation across two monthly strategy calls, unlimited async voice messaging, and a shared documentation hub — positioned as a high-touch advisory relationship rather than project-based work.
- AOA Framework
- Audit, Optimize, Automate — a three-step sequence for AI implementation that deliberately fixes and streamlines a client's process before building any automation on top of it.
- Claude CoWork
- A Claude feature that lets you save and run reusable instruction sets (skills) within a shared workspace, enabling automated post-call workflows like populating a Notion log or drafting a client email.
- Voxer
- A walkie-talkie-style voice messaging app used as the async communication layer between strategy calls, replacing email or additional Zoom sessions for quick questions and feedback.
- SLA (Service Level Agreement)
- In this offer, a commitment to respond to any client Voxer message within 12 business hours — a defined response window that sets expectations and signals professionalism without requiring the consultant to be always-available.
- Done-with-you
- A service delivery model where the consultant works alongside the client in live sessions rather than completing work independently — the client stays involved, learns the tools, and co-builds the automations.
- Effective hourly rate
- The monthly retainer fee divided by the actual hours of direct client contact — in this model, $1,500/month across two 45-minute calls produces a $1,000/hour effective rate, separate from async time spent on Voxer.
Things they pointed at.
Lines you could clip.
00:00
“I'm literally making over $1,000 an hour with this offer right now.”
13:45
“When everybody is closing a 100% of sales calls, you're pricing way too low.”
12:25
“This is your baseline. Do not charge less than a thousand dollars a month.”
07:48
“This is what turns you into a twenty-four-seven AI partner.”
11:58
“This is the infrastructure that took one or two hours to build, but you build it one time.”
Word for word.
Read-along
Don't just watch it. Burn it in.
See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.
metaphoranalogystory
00:00I'm literally making over $1,000 an hour with this offer right now. The entire system runs on two forty five minute monthly calls and a walkie talkie app.
00:10So in this video, I'm gonna break down the exact AI concierge offer that I'm running step by step, everything from the intake form to the strategy calls to the hub where everything lives in Notion, and the exact pricing structure that I'm using to go from 0 to $10,000 a month in under ninety days. These are real numbers.
00:28And if you stick around to the end, I'm gonna show you the two Claude skills that fill out my client notes and send follow-up emails to my clients automatically in under thirty seconds. You're gonna love this, so let's dive in.
00:40Alright. So I'm literally making over $1,000 an hour with this offer, which is called the AI concierge offer, and we're gonna go through it step by step. You can literally give this transcript to Claude and have it build this as a business plan for you.
00:54Super simple. So when we land a client for the AI concierge offer, we send them a pre call questionnaire.
01:02Right? I built this in JotForm. I actually had Claude build this in JotForm for me using the JotForm connector.
01:09It takes a client about ten minutes to fill out. I'm gonna show you what it looks like here in a second. But the purpose of this JotForm is one, it makes you look more professional.
01:18You're setting you're basically setting the stage, setting the foundation before you even jump on the first call so that you can hit the ground running on that first call instead of having to spend thirty minutes or even the entire first call figuring out where to start.
01:32Right? So the purpose of the questionnaire is to surface the current bottlenecks that the client has, where AI might be able to help.
01:39It helps map any time intensive workflows, and it gives you one to three opportunities for AI across sales, operations, marketing, finance, etcetera. And this is sent, like I said, before the first call ever happens.
01:53And I make this a hard requirement. Before we ever do the first actual paid call, they have to fill this out.
02:02If we have the first call scheduled and they have not filled this out yet, we will literally reschedule until they do. Because if they don't have it filled out yet, it's wasting my time. It's wasting theirs.
02:12We wanna make them the best use of our call. It lets us hit the ground running on call one. So here's what that form looks like.
02:18I literally just have it titled AI concierge intake form. Takes about ten minutes to set up, so they fill out their name, website, industry. In one sentence, what does your business actually do, their role, how much time they're spending in the business versus on the business?
02:33I like this question here because it helps us get an idea for once we start implementing AI and automating things, we want the answer to this question to to change drastically to be more on the business versus in the business.
02:47This is probably the most important section in the whole thing, the time sinks. What are three tasks that eat eat most most of your time each week? Which task could you pay the most to make disappear?
02:57Where do you feel like the bottleneck? What gets dropped or delayed when you're swamped? Then we do an inventory of some of their repeatable processes across sales, operations, finance, marketing, and intelligence.
03:09They list out the software tools that they're already using so I have an idea going into the first call. And then they give me some insight into who's on their team, how are they using their AI in their day to day, and what outcomes they're looking to get from the engagement.
03:23Now, um, one thing when it comes to this form here and everything else I'm gonna show you in this breakdown, all all this is included inside our AI operator academy community.
03:36Our members get access to the full jot form, to the Claude skills that I'm gonna show you, to literally this entire process that they can plug and play into their business. And if you're interested in that, you can apply at the link or you can join at the link in the description. So the second part of this offer is where this is like the meat.
03:53Right? This is really what they're paying for is the two forty five minute strategy calls every month. So these are working sessions every two weeks where this is where we're doing the done with you consulting part of the engagement.
04:07So we get on a call with the key stakeholder, usually the small business owner. Sometimes businesses will buy this and appoint, like, their operations person or their marketing person as the point person here, and we conduct a working session.
04:20So they are sharing their screen. We are looking at their workflows. We are building Claude skills.
04:27We are implementing Claude co work. We are building their context files. Right?
04:31We're doing the work to implement AI with them. Right?
04:36We're not doing it for them. If they wanted to pay us to literally do it for them without their involvement at our at all, that's something that we can upsell on top of this. This is a done with you engagement.
04:47Right? So essentially, we're just automating what they already do. And now how are we doing this?
04:52We're not just jumping in and automating stuff immediately. We're using our AOA framework, which stands for audit, optimize, automate, to figure out where the low hanging fruit is, fixing the process first, and then automating lastly.
05:07Right? So the first a, audit. Right?
05:10We we did part of the audit during this form here. So them filling out the form gives us an idea of an audit of things that we can start with. Then we optimize.
05:20We fix the actual process first. So a lot of the time on these strategy calls is spent fixing the process.
05:27Right? Hey. Walk me through that process and let's fix it.
05:30Let's cut out the waste. Let's cut out some steps and lean up the process so that we can then automate it by handing it off to clogged co worker or turning it into a custom skill. And the idea, if they fill out the form beforehand, which they should, we are going to be able to implement at least one automation or build at least one Claude skill on day one, so that by the end of the first call, they should feel really good about the engagement being like, hey, we made progress.
05:58We moved the needle on this first call, and I feel really good about it. So those are the two forty five minute strategy calls, and we do one of those roughly every two weeks. Now the third thing that they get as part of this offer is they get unlimited access to me via an app called Voxer.
06:14Now Voxer is literally just a walkie talkie app. It's a really good and easy way for us to communicate via voice message in an asynchronous fashion.
06:25So we don't need to get on additional calls. I don't need to send emails. They literally just fire over a voice message on Boxer on anything that they're stuck on or anything they need feedback on, and I can reply very quickly with a voice message or a text message.
06:40And the reason we include Voxer access as part of this offer is they don't wanna wait two weeks between calls for help. Right? What if we had our strategy call yesterday, and today they have a question on something we worked on, they shouldn't have to wait another two weeks for a response.
06:57They can just send me a message on Boxer. Now I create an SLA, which stands for service agreement that simply states, hey, I will respond in twelve business hours or less to any of your VOXR questions.
07:11So that's kind of my way of saying I'm not gonna just leave you hanging for days at a time. If it's a business day, I will respond in less than twelve hours to any of your questions. And this is a way to just provide a high level of service between calls.
07:24I try to answer these messages immediately so that they feel really good about my response time and about the amount that they're paying for the engagement. And the the purpose is to give them quick wins between calls.
07:35And this really removes the friction between the every two week calls. This this is what turns you into, a .
07:43Right? This gives them the always on access. And then lastly, and I'm gonna show you the actual Notion documentation hub that, again, everybody inside our community gets, but you can easily replicate it from just watching this video.
07:57This is where we put all the client information in one place that we share with them so they have access to it. So inside this Notion hub are gonna be all the strategy call recordings and the transcripts. Every single call gets a top three takeaways that we store in Notion.
08:14Every call gets action items for both sides. So if after one of our strategy calls, I had to go and research a tool, for example, and they had to go and create a context file, for example. Those action items get listed in Notion so that there's accountability on both sides.
08:30They also get a quantified list of everything that we built on actual strategy calls. Now this right here is probably the most important piece of the entire Notion hub because when they can see an actual quantified list of, hey, on call one, we built these two skills and we created these three context files and we set up Claude CoWork with your global instructions, etcetera, etcetera.
08:57That shows them, hey, this is what we're actually like, this is the stuff that's moving the needle. Here's a list of everything we've done, which helps them in their head justify paying you 1,500 a month or more for this service because they can see exactly what they're getting.
09:12It's very easy to measure that ROI. And this lives actually not in the client's notion, this lives in my notion, I share it with them. So this is more of like a a renewable mechanism.
09:21When they can see everything on paper, it makes them a lot more likely to wanna pay you every month. So here's template looks like.
09:28So I actually duplicated one of my existing client templates and just removed all the client information. So the start of the template is just the quick links like, hey.
09:39Here's my Voxer handle so you can add me on Voxer, and I I hyperlink it so they can one click it, send me a message on Voxer right away along with my response time guarantee Monday through Friday. Here's a scheduling link for booking the next session, and for any questions outside of Voxer, here's my email address.
09:57Right? So they have all the quick links in one place. Here's an overview of the engagement.
10:01So it's gonna be the client business name, start date, the cadence, which is, hey. We do two forty five minute strategy calls per month plus unlimited Voxer. My primary contact at the client is gonna be so and so.
10:13It might be the business owner. It might be a key stakeholder. And then the focus areas, this is something we lock in after the call one, which is that mini AI assessment.
10:23Next section is any open action items. So this is gonna be a rolling list of every action item from every call. The newest ones go at the top, and then items get checked off as they get completed.
10:34And then we have a list of all the calls. So, you know, below this right here is gonna be each call has its own section, and we put the newest call at the top. So for example, call one, we did a mini AI assessment, the date, the duration.
10:47Here's a link a to the recording. Here's a link to the the summary from the AI notetaker. Here are the top three takeaways, and here are the action items specific to this call.
10:58And then here is our quantified list of tools, skills, workflows, automation, everything we built on that actual call so they see the exact value that they're getting. Now what's important here is I'm not going in and manually filling this in after every client call.
11:15I built two Claude skills that actually fill this out for me after every call. So one skill fills out the call log. Right?
11:24It fills out exactly it it adds the link to the recording. It adds a link to the call summary.
11:29It adds the takeaways based on the transcript from the call itself. And then the second skill pulls out the action items.
11:37Right? So it pulls out any action items from the call and literally paste them in Notion here. So all I have to do after every client call is go into Claude Cowork, run these two skills, and it will populate this for me perfectly in thirty seconds.
11:53And as a follow-up, it will draft an email to the client summarizing the top three takeaways from the call and sending them a link to the Notion file.
12:03So with two skill commands that take me thirty seconds to run, Notion is filled out, a follow-up email is sent to the client summarizing the takeaways, summarizing what we built, relinking to Notion to remind them that this is here, and I'm completely done with my engagement until the next strategy call aside from any Vox or messages I get in the meantime.
12:25So this is the infrastructure that took, one or two hours to build, but you build it one time and then this engagement becomes a lot easier and doesn't take much of your time outside from the actual strategy calls themselves. So that's the Notion Hub.
12:39Now how do we price this? Right? So when I started offering this, I was charging actually not even 1,000 a month.
12:45I got my first client on this offer for 1,200 a month. Now for those of you watching this starting out, you might think that's too much, whatever. I think a general good place to start this in terms of pricing is a thousand dollars a month.
12:58Okay? So I wouldn't charge less than that because this is a really high touch, high value service where you are working alongside the client, done with you, to help them implement AI.
13:10So do not charge less than a thousand dollars a month. You will get people to pay a thousand a month. You will get people to pay more than that as I will show you in a second.
13:19So this is your baseline. Once you have two clients paying you a thousand dollars a month, you're gonna raise your price to $1,500 a month.
13:29And when you start charging $1,500 a month, that is what makes your effective hourly rate a thousand dollars an hour. Because if we're doing two forty five minute strategy calls per month and we're charging 1,500 per month, that's one and a half hours per month for $1,500.
13:45That's a thousand dollars an hour. And this is how much I charge for my first two clients, which is in a thousand dollar hourly rate, and now I am charging 2,000 a month.
13:56Now the reason I continue to raise my prices is because literally, the first actually three people I pitched at this price point, all of them said yes.
14:06I have not had anybody say no to this offer yet. And when everybody is when you're closing a 100% of sales calls, you're pricing way too low. So now I'm charging $2,000 a month for the service, which will increase my hourly rate to, I don't know, $1,250 an hour or something like that.
14:25And this is probably where I'm gonna keep this price point for a little while. And I'm gonna cap out at around six clients. I currently have four.
14:33I feel like any more than six and you can the the service level tends to degrade especially if you have other things going on, like I have a lot of stuff going on, so I really don't want to have more than six clients because if I do, feel like I can't give every client the attention and the time they deserve. But that is the business model in a nutshell.
14:53Like I said, members of our AI operating academy community get access to this full business model. The two Claude skills I mentioned, the Jot form template, the Notion template, everything here.
15:05Um, so you can join that at the link in the description. And if you want, this diagram here, this little literally this big breakdown here, that'll also be in the description for you guys to download. Um, so take this, run with it, go land your first clients, make a thousand dollars an hour, get after it.
The Hook
The bait, then the rug-pull.
The first sentence is a number — $1,000 an hour — delivered flat, without fanfare, before the setup. Corey Ganim then does something unusual: he tells you the whole mechanism in the next thirty seconds. Two calls. A walkie-talkie app. A Notion hub. Two Claude skills that do the admin in thirty seconds. By the time the hook ends, you already know the offer. What follows is the blueprint.
Named ideas worth stealing.
04:48acronym
AOA Framework
- Audit
- Optimize
- Automate
A three-step sequence for AI implementation consulting. Audit surfaces bottlenecks (partly done by the intake form). Optimize fixes the underlying process first — removing waste and unnecessary steps. Automate last, once the process is clean enough to be worth automating.
Steal forAny AI implementation engagement — prevents the classic mistake of automating a broken process
00:40model
AI Concierge Offer structure
- Pre-call intake form
- Two 45-min strategy calls/month
- Unlimited Voxer access + 12hr SLA
- Notion documentation hub
The complete four-component productized retainer. Each component solves a specific problem: the form saves call one's first thirty minutes; the calls are the core value delivery; Voxer removes the between-session friction; the hub makes the value visible for renewals.
Steal forAny high-touch consulting offer that needs to feel premium without requiring constant availability
12:37model
Pricing escalation ladder
- $1,000/month — floor, never go below
- $1,500/month after first 2 clients
- $2,000/month after 100% close rate
- Cap at 6 clients for quality control
A revenue-optimization model based on close-rate signals. 100% close rate = price is too low. Raise until you get pushback, then hold. Hard cap on client count preserves service quality and prevents burnout.
Steal forAny solo consultant or freelancer calibrating their pricing with limited market data
How they asked for the click.
VERBAL ASK
14:16product
“You can join that at the link in the description. And if you want, this diagram here — that'll also be in the description for you guys to download.”
Double CTA at the end: community join (AI Operator Academy) plus a free lead magnet (the pricing diagram). Community has been soft-pitched mid-video too (around 3:32) so the closer doesn't feel abrupt.
FROM THE DESCRIPTION
PRIMARY CTAWhere the creator wants you to go next.
OTHER LINKSAlso linked in the description.
Visual structure at a glance.
