The Single Best Way to Get Leads for Your AI Services Business
One Claude prompt generates an entire local-meetup lead system — venue research, marketing, follow-up, and SOP — modeled on a friend's event that turned $4K/year into $80K in attributed revenue.
Posted
yesterday
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Big Idea
The argument in one line.
A single, reusable Claude prompt can generate an entire local-event lead-generation system — venue research, marketing, follow-up sequences, and operating SOPs — turning one monthly in-person meetup into a repeatable pipeline of qualified AI-services clients.
Who This Is For
Read if. Skip if.
READ IF YOU ARE…
You run or want to run a local AI, consulting, or agency services business and need a repeatable way to meet warm, in-person leads.
You have access to Claude and want to see a real, detailed prompt used to plan an entire event operation end to end.
You're willing to delegate logistics to a teammate and want an SOP-driven system rather than a one-off event.
You sell to non-technical small business owners and need a channel that doesn't depend on paid ads or cold outreach.
SKIP IF…
You sell a purely online or digital product with no local, service-based component — the in-person mechanic won't transfer.
You're looking for paid-ads or cold-outreach lead gen tactics — this is entirely organic, local, and community-based.
You have no interest in running a recurring physical event or don't have a city/region where you want local authority.
TL;DR
The full version, fast.
The video reverse-engineers a friend's monthly in-person meetup that generated $80,000 in attributed revenue over seven months for about $4,000/year, then shows the single Claude prompt used to replicate it for a non-technical AI-services audience. The prompt gives Claude full context (who you are, your services, your team, your quarterly goal) and asks it to produce eight deliverables in order: venue research and pitch, event format, a Facebook-group marketing engine, Luma-based attribution, temperature-based follow-up sequences, a team SOP, a peer playbook call, and a metrics scoreboard. The actionable core: pick one real venue, get one Facebook group co-host, capture lead intent on the registration form, and let a documented SOP make the event repeatable without the founder doing the heavy lift after event one.
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States the $80K/7-month result up front and frames the video as a full walkthrough of the single Claude prompt that generates every deliverable, free in the description.
01:00 – 02:21
02 · The Quarterly Rock: 3 events & closing a client by September
Introduces the 'Rock' framing given to Claude — a measurable Q3 goal to launch a monthly Charlotte meetup, with a single owner and instructions not to hedge.
02:21 – 03:30
03 · The Strategy: why this event exists
Explains the event's real purpose — leads for the services business, plus secondary benefits of local authority and high-quality in-person content.
03:30 – 04:47
04 · Target Audience (ICP): reaching non-technical business owners
Defines the ICP as non-technical small business owners, distinguishing the event from an existing large developer-focused AI meetup in the same city.
04:47 – 07:30
05 · Case Study: how Andrew made $80K from a monthly meetup in 7 months
Details the model being copied — Andrew Hewitt's Triad DevConnect in Winston-Salem, ~40 attendees/month, $80K attributed revenue, ~$4K/year cost.
07:30 – 09:31
06 · Phase 1: Venue research & the perfect pitch email
Claude researches Charlotte coworking/event venues, ranks a shortlist, and drafts the pitch email; Tabris Coworking is picked and booked at ~$120 for a two-hour event.
09:31 – 10:30
07 · Phase 2: Designing a high-impact 90-minute event format
Claude designs the run-of-show: networking, a live demo/workshop, more networking, and a low-pressure closing CTA.
10:30 – 12:30
08 · The Soft CTA: pitching the free 15-minute AI assessment
The only in-room ask is a free 15-minute AI assessment, framed as a favor rather than a pitch, with follow-up promised within 24 hours.
12:30 – 14:17
09 · Phase 3: Marketing through local Facebook groups
Claude finds nine local Charlotte business-owner Facebook groups (up to 38,000 members) as the primary, no-audience-required marketing channel.
14:17 – 16:00
10 · The Co-Host Strategy: partnering with Facebook group owners
Beyond posting, the plan pitches Facebook group owners directly to co-host and cross-promote the event to their members.
16:00 – 16:35
11 · Phase 4: Setting up Luma for lead capture & attribution
A sub-60-second Luma registration form captures source and intent so every attendee can be attributed and graded.
16:35 – 18:30
12 · Phase 5: Email follow-up sequences based on lead temperature
Claude triages registrants into hot, warm, nurture, and no-show tracks, each with its own follow-up sequence.
18:30 – 19:01
13 · Phase 6: Team execution & Standard Operating Procedures
Claude produces a full SOP for the team member (Ingrid) running logistics, covering a five-week-out to two-days-out checklist.
19:01 – 19:30
14 · Phase 7: The Playbook Call with an active organizer
Claude recommends a 30-minute call with the friend already running the model event, with a fixed list of questions on economics and attribution.
19:30 – 21:27
15 · Phase 8: Building a scoreboard for weekly & monthly metrics
The Rock scoreboard separates weekly leading metrics from monthly lagging metrics, plus a row for speaking/press opportunities.
21:27 – 22:29
16 · Outro: download the prompt for free
Closes by pointing to the free prompt download and the AI Operator Academy community where the full playbook becomes a course module.
Atomic Insights
Lines worth screenshotting.
A monthly in-person meetup generated $80,000 in attributed revenue over seven months for about $4,000 a year in venue cost — roughly $11,000 in revenue per event.
One Claude prompt, given full business context, produced every deliverable for a recurring event: venue research, format, marketing, follow-up, attribution, and SOP.
The ICP test for a non-technical audience is literal: if a speaker's slide has code on it, that speaker doesn't speak.
There was already a large developer-focused AI meetup in the same city — the opportunity was serving the much larger non-technical business-owner audience it ignored.
The primary marketing channel isn't paid ads or an existing audience — it's joining local Facebook business-owner groups and posting three distinct, non-duplicate variations.
Getting one Facebook group owner to co-host and cross-promote can outperform months of solo audience-building for a first event.
A registration form that takes under sixty seconds and asks 'what's the one thing you want AI to fix' does double duty: it captures the lead and grades how hot it is.
Leads get triaged automatically into four tracks — hot (services fit), warm (community fit), nurture (email list), and no-show (recap plus next month's date).
The event's only in-room ask is a free 15-minute AI assessment offered at the end — not a sales pitch, just permission to follow up within 24 hours.
The event's secondary output, high-quality in-person content and photos of the founder speaking, is treated as deliberately as the leads themselves.
Writing the SOP before event two, not after, is what lets a team member run events two and three with zero input from the founder.
A thirty-minute 'playbook call' with someone already running a similar event is treated as its own deliverable, with a fixed question list covering venue economics and attribution method.
The scoreboard separates weekly leading metrics (registrations, personal invites sent, Facebook posts) from monthly lagging metrics (attendees, hot leads, closed clients) so the team can course-correct mid-quarter.
Takeaway
One prompt, one venue, one Facebook group — that's the whole system
LEAD GENERATION
A recurring local meetup can out-produce most digital lead gen when the entire operation — venue, marketing, attribution, follow-up, and SOP — is planned once as a single detailed prompt and then run the same way every month.
02The Quarterly Rock: 3 events & closing a client by September
Front-load context before asking for deliverables: identity, services, team, and a single measurable quarterly goal made every downstream output more specific.
State the constraint before asking for the plan: 'no hedging, one recommendation per decision' produced a usable venue pick instead of an open-ended list of options.
03The Strategy: why this event exists
Naming a secondary goal (local authority and content) alongside the primary one (leads) keeps a plan from over-optimizing for the metric that's easiest to measure.
04Target Audience (ICP): reaching non-technical business owners
The real strategic move was choosing an underserved ICP: a large developer-focused competitor event proved local demand for AI meetups while leaving the much larger non-technical audience untouched.
A single-sentence ICP filter — no code on any slide — is a repeatable way to keep an event's positioning from drifting technical.
05Case Study: how Andrew made $80K from a monthly meetup in 7 months
A case study with real numbers (attendees, revenue, time-to-result) is a stronger planning input than generic advice; naming the exact model let Claude generate a plan instead of a brainstorm.
06Phase 1: Venue research & the perfect pitch email
Booking a venue you've personally attended events at removed the single riskiest unknown (will they say yes, is the space right) before spending time on anything else.
07Phase 2: Designing a high-impact 90-minute event format
A 90-minute format with networking on both ends and one teaching block in the middle keeps a recurring event low-effort to prepare while still giving a reason to show up each month.
08The Soft CTA: pitching the free 15-minute AI assessment
The lowest-pressure possible CTA — a free 15-minute assessment offered once, followed up within 24 hours — converts better than pitching from stage because it defers the sales conversation to a 1:1 setting.
09Phase 3: Marketing through local Facebook groups
Local Facebook groups are a channel with zero audience prerequisite: nine Charlotte business groups totaling tens of thousands of members were available before any personal following was used.
Posting three distinct variations of the same announcement (not copy-pasted) avoids looking like spam across multiple groups you belong to.
10The Co-Host Strategy: partnering with Facebook group owners
Pitching a single high-leverage partner (a Facebook group owner) to co-host can multiply reach further than direct posting alone, in exchange for shared visibility.
11Phase 4: Setting up Luma for lead capture & attribution
A registration form under sixty seconds long, with one open-ended intent question, doubles as both the sign-up page and the lead-scoring mechanism.
12Phase 5: Email follow-up sequences based on lead temperature
Automatic triage into hot/warm/nurture/no-show tracks means follow-up effort is allocated by intent signal instead of treating every registrant identically.
A no-show sequence that still delivers value (recap, resource, next date) keeps a non-conversion from being a dead end.
13Phase 6: Team execution & Standard Operating Procedures
Writing the operating SOP before the second event, not after the first one goes sideways, is what actually lets someone else run event two and three unsupervised.
A fixed, prewritten checklist window (five weeks out to two days out) turns event logistics into a repeatable process instead of a fresh scramble every month.
14Phase 7: The Playbook Call with an active organizer
Talking to someone already running a similar event, with a tight prewritten question list, is faster than trial-and-error on venue economics and attribution.
15Phase 8: Building a scoreboard for weekly & monthly metrics
Separating leading indicators (weekly activity you control) from lagging indicators (monthly outcomes you don't) lets a team catch a stalling event before the numbers confirm it.
Tracking speaking invitations and press mentions alongside sales metrics keeps a stated secondary goal, local authority, from being silently dropped once revenue numbers start coming in.
Glossary
Terms worth knowing.
Rock
A quarterly goal that is measurable, has a single owner, and drives all planning for that quarter — a term borrowed from EOS-style operating systems.
ICP (Ideal Client Profile)
The specific type of person an event or offer is built for; here, non-technical small business owners with no coding background.
Attribution
Tracking which specific source (a Facebook group, a personal invite, an email) led to a registration or a closed deal, so marketing spend and effort can be traced to results.
Lead triage
Sorting new contacts into buckets — hot, warm, nurture, no-show — based on how ready they are to buy, so follow-up effort matches lead quality.
Luma
An event registration platform used here as the sign-up page for the meetup, doubling as the lead-capture and attribution form.
SOP (Standard Operating Procedure)
A written, step-by-step checklist that lets someone other than the founder run a recurring process the same way every time.
Resources
Things they pointed at.
16:00toolLuma
15:00toolKit
15:00toolCalendly
15:00toolNotion
05:00channelTriad DevConnect (Andrew Hewitt's event, the model being copied)
“A friend of mine has generated $80,000 in revenue from a single monthly in person meetup that he's hosted every month for the last seven months.”
the entire video's thesis in one sentence, cold open→ TikTok hook↗ Tweet quote
05:36
“He's literally making almost $11,000 a month from hosting this event, essentially.”
concrete number restates the payoff mid-video→ IG reel cold open↗ Tweet quote
10:10
“You can teach them the most basic things, and they think that you just discovered fire.”
vivid, funny line about how low the bar is with a non-technical audience→ newsletter pull-quote↗ Tweet quote
11:30
“If a slide has code on it, that speaker doesn't speak.”
tight, quotable rule that defines the whole event's positioning→ TikTok hook↗ Tweet quote
13:00
“It's actually really easy. So Claude already went in and found nine local Charlotte Facebook groups for business owners.”
punctures the 'I don't have an audience' objection directly→ IG reel cold open↗ Tweet quote
The Script
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.
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metaphorstory
00:00A friend of mine has generated $80,000 in revenue from a single monthly in person meetup that he's hosted every month for the last seven months. It cost him less than $4 a year to run, and I'm gonna be copying his exact model and adapting it for nontechnical business owners, and I'm gonna give you the entire playbook in this episode.
00:18I actually had Claude generate a single prompt that produces every single deliverable that you need, everything from the venue research, the event format, the marketing engine, the follow-up sequences that you can send to attendees, the attribution system, a full SOP so that someone on your team can run it without you. If you want the prompt, it's free in the description.
00:37So let me walk you through the whole thing. Hope you enjoy, and we'll dive right in. Alright.
00:41This is the full playbook. I had Claude generate this prompt, and then what you do is you take this prompt, give it to Claude, run it, and it's gonna execute the whole plan from a to z and generate all the deliverables so that we can really easily coordinate an AI for business meetup. Now this is we're gonna be going through this entire document beginning to end.
01:02This is literally all the sauce here. If you guys want this document, I'm putting it in the description in the show notes.
01:07Download it completely for free. So I'm gonna give you the we're gonna go through it step by step. So at the beginning, right, we're giving Claude context here.
01:15Say, hey. You are my operator for a q three rock, and a rock is a quarterly goal that is measurable, that has one owner, that is just our big quarterly rock for the quarter. Right?
01:26The rock in this case is we wanna launch a monthly in person event in Charlotte, North Carolina called AI for Business. Your job, and, again, this is us talking to Claude, is to produce every asset, plan, and system needed to make this rock succeed, not just advice, but finish deliverables.
01:42Use web search wherever real world data is needed. Do not hedge. Give me one recommendation per decision, then alternatives only if materially different.
01:50Right? So that's kind of our, like, executive summary little bit of context for Claude at the beginning.
01:55Then here's our more detailed context section. So this is where I tell it first, who am I?
02:00I'm Corey Ganham. I'm an AI educator and entrepreneur based in Charlotte. I run AI Operator Academy, Build with AI podcast, and then AI services business.
02:09And then I proceed to list out all the services. And this is important because this we're we're holding this event to drive leads for our services business. So it helps if Claude knows exactly what the purpose of the event is.
02:22Right? So we say, hey. These are our services.
02:24We we sell AI concierge. We sell AI assessments. We sell knowledge based builds, and we sell managed agents.
02:31So that way, Claude knows that, alright. As we're putting on this event, the whole goal is to drive leads for these services.
02:38Right? So this part of the context is really important. Then we break down the the current team makeup.
02:43So it's me. It's Nick who's our technical lead, and then it's Ingrid who's my chief of staff. Ingrid and it's important to note that for the purposes of this prompt, Ingrid is gonna own all the event operations and logistics end to end.
02:56So, really, what I did is I I gay I I generated this prompt, and I gave this prompt to Ingrid, and Ingrid ran this prompt and is facilitating this entire process. So if you don't have a chief of staff or if you don't have an assistant, this would be something you're doing on your own.
03:12And then we go into why this event exists. So, again, not just to to generate leads, but to position me as the local AI expert in Charlotte, unlock opportunities across the company. Leads for the service business, AI concierge clients, speaking opportunities, partnerships, and local brand authority.
03:30The secondary benefit in this case is content. And I don't want to downplay that. Right?
03:35Having a lot of really good high quality in person content where you are meeting with people in your community, you're you're up on stage, you know, giving a presentation, there's pictures of you kind of commanding a room, that's really powerful content that paints you as an authority.
03:51It frames you as a as somebody who knows what they're talking about and is an authority in the space. So the content, I don't wanna downplay that even though it's a secondary benefit. Now who is the event ICP?
04:03The ideal client profile for this event. Well, it's any entrepreneur or small business owner in Charlotte interested in learning about or implementing AI in their business, specifically people who are nontechnical with no coding background.
04:15And that's critical because there is another very large developer focused, technical focused AI meetup that meets in Charlotte monthly. And it's big, but there's nothing for nontechnical business owners.
04:28That's why I know this this event is gonna succeed because there's way more nontechnical people out there than there are developers. So if the developer event is big, this could be twice as big. So we wanna make it very clear to Claude, hey.
04:41This is an event for nontechnical business owners. Every talk, every demo, every post, every email must be written for a smart operator who has never opened a terminal and never will.
04:52Right? That's important that we kinda say that up front. And now another piece of this prompt that might not be as relevant to you guys if you're gonna download this and make it your own, but I think it's worth mentioning.
05:03So a friend of mine, a guy named Andrew Hewitt, runs an event in Winston Salem, North Carolina, which is, an hour away from me called Triad DevConnect. Very similar style event, except his is geared towards developers.
05:17But what's interesting about his model and why I'm literally copying it word for word is because he's seven months in. So it's a monthly event. He's done it for seven months.
05:28He's in month seven, and he gets about 40 attendees that show up on average. He has been able to generate and directly attribute $80,000 in revenue for his business from this event over seven months.
05:41So when you break it down, he's literally making almost $11 a month from hosting this event, essentially. And he says it costs him about $4,000 per year to put on this event.
05:52That's how much it'll cost him by the end of year one. So, again, I put this here because I'm basically telling Claude, I'm adapting this model, his exact model, for a nontechnical AI and business audience. Now another really important piece.
06:05Right? The rock measurables. What is gonna make this event successful?
06:10It's not enough to just, you know, throw up a meetup.com page, invite a bunch of people to an event, show up, talk about Claude, and maybe follow-up, maybe not. Like, what is gonna make this event successful?
06:21Well, these are the measurables. For one, we wanna have three events held this quarter. One in July, one in August, one in September.
06:28Number two, by the third event, we wanna have at least 25 people in attendance. And we even said here, like, don't expect 40 people at event number one, obviously. Right?
06:38Number three, we wanna track attribution from event number one. That means every attendee is tagged by the source, where did they hear about us, and the intent. Why are they showing up?
06:49So that way we can know for certain who's hot, who's cold, who we who do we need to nurture. And then when we close a deal, we know exactly where it came from. And then the fourth and probably most important measurable is we wanna have at least one closed AI concierge or services client that came directly from the event by September 30.
07:10So, essentially, by the end of the quarter, we wanna have at least one deal that comes out of this event. And we will have three opportunities to do that. Right?
07:17Because we're gonna do three events this quarter. And then Claude put in our brand colors. So this is where we had Claude build us a brand kit.
07:25Not as important, but something just to kinda keep your branding coherent. I think it's important if you're gonna be doing this regularly and kinda turning this into a an event brand itself, which is really what it is.
07:38And then we tell Claude, these are the tools available. We've got we're gonna use Luma as our event hosting page. We're gonna use our kit email list.
07:46We're gonna use Calendly to schedule calls with prospects. We're gonna log it all in Notion. We're gonna use, actually not Canva and Gamma.
07:54We're gonna use Clawdesign for the design, and we're gonna take full advantage of my audience. We're gonna blast it to my newsletter.
08:01We're gonna post it on x. We're gonna post it on LinkedIn. And we're not gonna post about the event specifically on YouTube, but, obviously, you're watching this video on YouTube telling you how to do this event.
08:11And chances are there's people that are gonna watch this video that are based in Charlotte that actually show up to the event. So that's how we're gonna go about or those are the tools that we're gonna use to to market the event itself. Today's date is not June 9.
08:24It's actually July 9, but I generated this plan a month ago. And then it says event number one must land mid July, so they're five weeks of runway. We actually have the first event planned for July 29 at the Tabris coworking space in Charlotte, North Carolina from 05:30 to 7PM.
08:41So that's gonna be event number one. Alright. So this is the fun part.
08:44These are the deliverables that Claude is going to produce from this prompt.
08:50First and foremost, starting with the venue research and pitch. So what we're telling Claude to do is, hey. Use web search to search for Charlotte coworking spaces and event friendly venues.
09:01And I even told it, start with Tabriz coworking in Southend because that's a that's a venue that I've been to. I've been to events there before. I already know that they host AI events there as it is.
09:12So I knew right off the bat that was gonna be candidate number one. I called them up. They had their their pricing was incredibly fair, and I booked it on the spot.
09:21So Claude went and researched them as a venue. It also gave me a few backup venues to speak with as well in case Tabbers didn't have availability.
09:30And it also so it built a ranked shortlist, and it it made sure to, you know, look for things like what's the capacity? What is the audio video availability?
09:40What does parking look like? What neighborhood is it in? Is there a cost, or is it free?
09:45What's the contact info? Right? And then we had Claude recommend one primary venue and one backup with reasoning.
09:52And then we said if tappers checks out, just say so and move on, which is exactly what we did in this case. And we also had it take it a step further and write the pitch email to the venue. Right?
10:03We were gonna put we were gonna pitch them on a free basically, hey. You host it for free or sorry. You let us hold the event for free, and we'll fill your space every month with 25 to 50 local business owners.
10:16Unfortunately, they didn't go for that. But for a two hour event, I have to pay, like, a $120. So it's next to nothing.
10:22It's totally worth it. Phase two is we're gonna have Claude, where we already had Claude, design the entire event, like, the the format of the event.
10:33Right? So we said, hey. We want you to lock the format and model it on the Triad DevConnect model, which is my friend Andrew's event in Winston Salem, his model.
10:43So we want it to be about ninety minutes total. We want Claude to recommend the exact run of the show. Right?
10:49And, typically, that's gonna be first twenty minutes or so is gonna be just networking, then we're gonna do either a live AI demo or a guest speaker or a little workshop. So for the first three events that we're doing this quarter, I'm just gonna plug in my laptop and teach something simple. Right?
11:06I'm gonna teach something about Claude Cowork or Claude Skills or whatever. Like, I'll just make something up on the spot because, again, most people out there, they know so little about AI.
11:16You can teach them the most basic things, and they think that you just discovered fire. Like, it's it's so easy to blow people's minds with AI because they're so most people know very not very much. So that is and then so, again, we're gonna do that little, like, workshop teaching session, and then we're gonna end with more networking as people kinda file out.
11:38And then we'll do a quick little CTA. Right? Call to action.
11:44We're just gonna say something along the lines of, hey, guys. Thanks so much for coming out. My name is Corey Ganham.
11:49I run a company called Return My Time. I live here in Charlotte. If any of you guys are interested in a completely free AI assessment where we sit down for fifteen minutes and we uncover one specific bottleneck in your business where we think AI can help, I'm happy to do that for you completely free of charge.
12:07I'm gonna be following up with each of you individually. So thank you so much for coming, and we'll see you at next month's event. Like, that's literally all I'm gonna say.
12:14Alright? And then we have to actually follow-up. So that way, we're kinda priming them for the fact that they are gonna get a text message and an email from me within twenty four hours, and we're I'm sure that we will upsell some of those people into either a paid assessment or into AI concierge or one of our other services.
12:34So as part of the event design process, we also want Claude to recommend the recurring slot, what day of the week, and what time based on what tends to work for small business owner attendance and the specific dates that we wanna book for July, August, and September.
12:48So, again, for this first one, we're doing July 29, which is a Wednesday, 05:30 to 7PM. I don't love Wednesdays.
12:56I think I'd rather do a Thursday. I just my gut tells me more people would show up on a Thursday. But for the August and September times, I think we will do a Thursday.
13:06And then we're gonna have Claude recommend event topic and title number one. It's gonna be a live screen share demo showing a nontechnical owner how AI can save them time or money, and it's gonna showcase what an assessment, a knowledge base, or a managed agent could do for them.
13:21So that's very intentional. It's gonna tie back to exactly what I offer my offers. Right?
13:27So the again, the presentation is kinda gonna be a little teaser of, hey. This is what AI could do for you. And by the way, if you want me to pay pay me to do it for you, I'm happy to do that.
13:37And then Claude's gonna give us a six month speaker pipeline plan. So it's gonna tell us, okay. How do we source the best guest speakers locally?
13:47And every speaker needs to pass the nontechnical test. If a slide has code on it, they don't speak.
13:53Right? That's simple. Phase three, the the most important phase in the entire process, the marketing engine.
14:00Alright? This is pretty simple how we plan to market this at the end of the day. So like I said, I'm gonna be sending emails to my email list.
14:06I'm gonna be posting about it on x, posting about it on LinkedIn. But I know people watching this are gonna be, oh, I don't have an audience. How do I market this?
14:13It's actually really easy. So Claude already went in and found nine local Charlotte Facebook groups for business owners. So for example, there's, like, a Charlotte business owners Facebook group that has 38,000 people in it.
14:27There's a Charlotte entrepreneurs group with, like, 10,000 people. There's nine different Facebook groups in Charlotte of business owners, entrepreneurs, etcetera.
14:38And so we're just gonna join those groups. We're not gonna immediately promote our event. But we're gonna introduce ourselves, give it a couple of days, and then promote the event.
14:47And then we're gonna reach out to the owners of the Facebook groups and say, hey. I'm hosting this event. Would you like to cohost it with me and and invite folks from your group to attend that event?
14:58So if we could just get one person who like, one of these Facebook group owners to partner with us and drive traffic to the event, we could easily easily get a ton of people there, way more than our 20 person goal even on the first meetup. Right? So that's pretty much that simple.
15:15The the whole strategy is posting in local Facebook groups and creating a luma/meetup.com event. And if you have an audience, letting your existing audience know about it as well.
15:27And not so just to to kinda put a bow on that. Right? So Claude is going to find us the exact Facebook groups.
15:32It is gonna create three distinct post variations so that we're not just copying and pasting the same post into every group. It the posts are gonna lead with value and local relevance, and we're gonna have one version framed as a question or discussion starter that soft introduces the event as opposed to just spamming it out there in a in a way that looks like promotion.
15:53So, again, that's the whole marketing strategy in a nutshell. I think it's gonna be pretty effective, and I will report back once we've gotten deep into it. Now for attribution and lead capture.
16:05So we're gonna use Luma as our meetup registration form. And on the Luma page, we're just gonna have a few simple questions. Right?
16:13Things like, what do you do? What's your number one thing you want AI to fix? How'd you hear about us?
16:18And we're gonna make it to where it's less than sixty seconds for them to complete so that we can capture their contact information and be able to attribute exactly where they came from and how hot of a lead they are. Like, if somebody fills this out and says, well, what's the number one thing you want AI to fix?
16:33If they answer that question and say something like, oh, well, I've got a 20 person team, and we really need to implement AI agents, that's a hot lead. And you better believe I'm gonna be all over that person because that's exactly what we sell.
16:47Alright? And then phase five are going to be the follow-up sequences. So this is where Claude is going to take that attendee list from Luma, and it's going to triage the people into different buckets.
16:58So hot leads are anybody that seems like they're a great fit for the services business. Warm leads are anybody that might be a fit for our AI operator academy community, which are people who want to learn how to make money with AI.
17:13And by the way, this video that I'm giving you guys here, this is, like, just the prompt. We're turning this entire local AI for business meetup process into a full module inside our AI operator academy community.
17:27So this is, like, one part of 10 that's gonna be that entire module, and that's gonna be the whole playbook. So if you guys are interested in that, we're gonna be dropping that inside the community here. In the next couple of weeks, the link to join is gonna be in the description or in the show notes, uh, our AI operator academy community and school.
17:45The third track is going to be the nurture track. Right? So this is gonna be everyone that we're gonna nurture everyone.
17:51Right? But this is gonna be for anyone that isn't immediately a hot leader, isn't immediately a warm lead, somebody that we can kind of put into our funnel or on our email list and nurture them with our weekly newsletter or our email email blast that way. And then we're gonna have a no show track.
18:06So this is anybody that registered for the event but didn't show up. After the event, we'll just send them a simple email with a recap for from the event. We might even include a free resource, and then we're gonna give them next month's date so that they show up to next month's event as well.
18:22Phase six, we're gonna or we're gonna have Claude create an operating SOP for Ingrid. Right? And remember, Ingrid is the person on my team who's going to run this entire playbook end to end.
18:34So she's responsible for organizing the event, setting it up to where all I have to do is show up. So Claude is going to produce a full SOP or standard operating procedure for her so that we can plug and play this event every single month the same way, and it's not gonna take her a ton of time. That is going to include a checklist from when we're five weeks out all the way up to when we're two days out covering the venue confirmation, the Luma invite setup page, the promotional schedule, food or drink order if we choose to do that, uh, any signage, any audio video testing, check-in, photos and content capture, and post event data entry.
19:12So we even say that this is written so that Ingrid can run event two and event three with zero input from me. So if we do this right, and we will, the first event, the one on July 29, is gonna be the heaviest lift. Every other event after that should be super easy for us to execute.
19:31Phase seven. Right? And, again, this is more applicable to me.
19:34You guys probably wouldn't do this, but it's just worth noting that if you know somebody else who's running a successful in person event, phase seven is to have a playbook call with that person.
19:45Literally just a tight question list for a thirty minute call with that person to figure out how they're running their event and to get best practices. So Claude is recommending I speak to my friend Andrew for thirty minutes to get thoughts on the venue economics, what flopped early, what was the attendance growth curve, how did he source speakers, how did he handle sponsors, how did he attribute, like, what was his attribution method, and what are the two to three things he do differently.
20:11So I'm gonna have that thirty minute conversation with him a couple weeks out, and that should easily help me do a much better event than I would be able to otherwise. And then lastly is the scoreboard.
20:24So this is gonna be the rock scoreboard. This is where we're gonna be able to track our weekly leading metrics. How many registrations?
20:31How many confirmations? How many personal invites did we send? Right?
20:35So how many people did I personally text or LinkedIn message or Instagram DM or whatever to show up? How many Facebook group posts did we publish?
20:44And then what are our monthly lagging metrics? How many attendees showed up? How many hot leads did we get by service type?
20:52How many discovery calls did we book? How many assessments did we sell? How many people joined the AI operator academy community?
20:59And how many clients did we close? And then we're gonna have specific milestones for July, August, and September that all ladder up to the rock measurables mentioned above. Right?
21:10And then we're gonna have one other metric row. So that's gonna be for any inbound speaking invitations and any local press or podcast asks generated since local AI authority is a a core outcome of this rock.
21:23So, yes, we want clients. We wanna make money, but we also want to be at a local AI authority. That's another reason why we're doing this event.
21:31So it makes sense for us to measure how many speaking opportunities and podcast opportunities and any media or press opportunities come from this event. And then we've got the output requirements for Claude. So we're having Claude deliver each phase as its own clearly labeled section or file.
21:50Anything ambiguous, just make the call, state the assumption in one line, keep moving, and then end with the one page summary, the five decisions that I need to approve, and nothing else.
22:00So this is the entire playbook well, not the entire playbook. This is just the prompt that generates the playbook.
22:06If you guys want the prompt, you can get it at the link in the description or the show notes below. Completely free download. Literally just gonna share this Google Sheet with you guys.
22:15And then if you want the full playbook, when we turn this into basically a mini course inside our AI operator academy community. You can join the community at the link in the description or in the show notes as well.
22:26Thank you so much for watching, and I'll be back soon.
The Hook
The bait, then the rug-pull.
The pitch lands before the first cut away from the webcam: one recurring local meetup, copied almost word-for-word from a friend's model, has already produced $80,000 in attributed revenue for a few thousand dollars a year in venue cost. What follows is the entire Claude prompt that turns that model into a repeatable system.
Frameworks
Named ideas worth stealing.
01:00concept
The Rock
A quarterly goal given to Claude as the top-level context: measurable, single-owner, no-hedging. Everything else in the prompt ladders up to it.
Steal forframing any AI-generated project plan with a single measurable owner and deadline instead of open-ended 'help me with X'
07:30list
The 8-Phase Meetup Playbook
Venue research & pitch
Event format design
Marketing engine
Lead capture & attribution
Follow-up sequences
Team SOP
Playbook call
Scoreboard
The exact deliverable order Claude was instructed to produce, from venue to metrics.
Steal forstructuring any recurring local event or program as a single ordered prompt
16:35list
Four-Track Lead Triage
Hot (services fit)
Warm (community fit)
Nurture (email list)
No-show (recap + next date)
Every registrant is sorted into one of four follow-up tracks based on registration-form answers.
Steal forany lead-capture form where you want automatic, intent-based follow-up segmentation
19:30model
Leading vs. Lagging Scoreboard
Leading: registrations, personal invites, Facebook posts
Lagging: attendees, hot leads, discovery calls, closed clients
Splits weekly activity metrics from monthly outcome metrics so the team can adjust before results are in.
Steal forany quarterly-goal tracker for a recurring marketing activity
CTA Breakdown
How they asked for the click.
VERBAL ASK
21:27link
“If you guys want the prompt, you can get it at the link in the description... if you want the full playbook, join the community at the link in the description or in the show notes as well.”
Soft, value-first close — the free prompt download is the lead magnet, with a secondary pitch for the paid community where the full playbook becomes a course module. No hard sell in the video itself.
A non-technical marketer live-demos two Claude Code SEO workflows — one that auto-publishes blog posts from YouTube videos, one that vibe-codes local service sites from scratch — and shows real revenue and real rankings.
A four-step LinkedIn playbook — one settings toggle, one automation tool, a 4:1 posting ratio, and a profile rewrite — that turned an empty account into 10,000 followers in three months.
A ManyChat comment-automation turned Instagram carousels into a free, near-90%-converting email funnel — with a blunt caveat about who should ignore it.
A two-hour Futur masterclass where Matt Essam and Chris Do coach a room of creative-agency owners to build a lead engine out of partners, a scorecard, and one non-negotiable habit.
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