The argument in one line.
A $999, 45-minute AI Tools Assessment — where you interview a small business owner, feed the transcript to Claude, and prescribe off-the-shelf tools — works as a low-friction entry point that reliably upsells into $3K-$10K implementation work and a $1,200-$2,000/month AI Concierge retainer worth roughly $1,000 an hour.
Read if. Skip if.
READ IF YOU ARE…
- Someone with no existing audience or capital who wants a service business they can realistically start this month.
- A freelancer or consultant already selling one-off AI or automation work who wants a repeatable client-acquisition system and a built-in upsell ladder into recurring revenue.
- Someone comfortable getting on Zoom calls with small business owners and prescribing existing tools rather than building custom software.
SKIP IF…
- You're looking to build and sell your own SaaS product rather than a service built on existing tools.
- You want a fully passive or productized offer with no client calls involved.
- You already run a mature AI consultancy with an established client-acquisition funnel.
The full version, fast.
The video lays out a four-phase productized service: record a 45-minute discovery call, feed the transcript to Claude to surface pain points and matching off-the-shelf tools, build a templatized client report in Claude Design, then review it live and close on implementation. The $999 assessment is a foot-in-the-door tripwire backed by a five-hours-per-week guarantee; roughly half of clients ask for implementation, which opens five upsells worth $1,500-$8,000+ each. Seven zero-capital client-acquisition tactics — local AI meetups, door knocking, LinkedIn DMs, free audits, agency partnerships, office hours, and posting wins — feed the pipeline. The most valuable back end is a $1,200-$2,000/month AI Concierge retainer: two 45-minute calls building Claude skills, netting roughly $1,000 per hour worked.
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Create a free account →Who's talking.
00:00guestCorey Ganim
00:00hostGreg Isenberg
Where the time goes.
00:00 – 03:48
01 · Intro and the episode promise
Cold open states the thesis — no audience, no capital, no coding needed — and frames the episode as Corey Ganim giving away his full $999 AI Tools Assessment playbook.
03:48 – 06:39
02 · The full playbook preview
Corey and Greg preview what's coming: the full offer breakdown, a downloadable template, six upsells, and seven zero-capital client-acquisition methods.
06:39 – 08:27
03 · Phase 1: the discovery call
The $999 offer is defined (2-20 employee, $500K-$5M businesses, 45-min call, five-hour guarantee), then the discovery call itself: record with an AI notetaker, ask probing questions, never pitch.
08:27 – 12:11
04 · Phase 2: AI Analysis
The discovery transcript is fed to Claude to research matching tools; results get a human QA pass and improve fast once past transcripts train a reusable Claude skill.
12:11 – 22:24
05 · Phase 3: The Report
The client-facing report is built in Claude Design: executive summary, effort-vs-impact matrix, quick wins, recommended solutions, four-day quick-start plan, and financial-impact slide.
22:24 – 23:39
06 · Tool and Model Selection
Discussion of how often recommendations are plain SaaS tools versus big AI players, and when a bottleneck becomes a custom Claude skill instead.
23:39 – 26:15
07 · Phase 4: The Review Call
The report is walked live on a 30-minute call, ending in three closing questions that convert roughly half of clients into implementation buyers.
26:15 – 35:52
08 · The Upsell Services
The five-to-six-item upsell menu: process redesign, automation builds, knowledge systems, custom workflows, and full implementation — plus how to turn any of them into a retainer.
35:52 – 49:16
09 · Finding Customers
Seven zero-capital, zero-audience client-acquisition tactics: AI meetups, door knocking, LinkedIn DMs, free audits, agency partners, office hours, and posting wins.
49:16 – 58:46
10 · The AI Concierge retainer
Corey's favorite upsell: a $1,200-$2,000/month done-with-you retainer teaching Claude Cowork and building skills, reaching $8K MRR in ten days and roughly $1,000/hour effective rate.
58:46 – 1:01:05
11 · Final Thoughts
Closing advice to niche the model down by geography or industry, plus sign-off and links to Corey's socials and the audit template.
Lines worth screenshotting.
- A 45-minute discovery call followed by feeding the transcript to Claude turns pattern-spotting into a repeatable service — the deliverable is prescribed tools, not built software.
- Refunding 100% of the fee if fewer than five reclaimed hours per week are found removes nearly all client risk, since the worst case is losing 45 minutes.
- Roughly 50-60% of $999 assessment clients ask for implementation work afterward, making the assessment a tripwire offer rather than the actual product.
- A confused mind doesn't buy, doesn't implement, and doesn't upsell — one report template was rewritten twelve times purely to make it simpler.
- Crediting the paid assessment fee toward the next engagement while marking up the price by the same amount keeps margin intact but makes the client feel like they got a discount.
- Five out of the first six people pitched on a $1,200-$2,000/month AI Concierge retainer said yes, generating $8K MRR within ten days.
- Two 45-minute calls a month at $1,500 works out to roughly $1,000 per hour of actual time worked.
- Unlimited Voxer access between calls sounds high-effort but averaged less than one message per client over two and a half months — high perceived value, near-zero workload.
- One listener who door-knocked 30 local businesses got 5 meetings and 2 clients, out of a podcast audience of roughly 150,000 who heard the tactic described.
- A four-day quick-start plan, where each day's action takes under ten minutes, is what prevents clients from freezing after receiving a report full of recommendations.
- Every AI implementation only earns its place if it pulls one of three levers: making more money (effectiveness), saving time (efficiency), or improving output quality (quality).
- A local AI meetup hosted monthly at a coworking space works like SEO for client acquisition — the first event rarely converts, but the third through sixth events do.
- Combining an agency-partner referral relationship with a co-branded workshop keeps you top of mind with a partner's client base while producing content for both parties.
- Fewer than 5% of small businesses reportedly use any AI tool beyond ChatGPT, which is why giving away this exact playbook doesn't create meaningful competition.
A $999 audit that funnels into a $1,000-an-hour retainer
SERVICE BUSINESS MODEL
A low-friction paid diagnostic works as the entry point to a whole ladder of AI-implementation upsells, ending in a recurring retainer priced by outcome, not by hours.
02The full playbook preview
- The offer being taught doesn't require coding or building anything — fulfillment is entirely about prescribing existing tools that already solve a diagnosed problem.
- Fewer than 5% of small businesses reportedly use any AI tool beyond ChatGPT, which is the stated reason giving away the full playbook doesn't create meaningful competition.
03Phase 1: the discovery call
- The core offer targets businesses with 2-20 employees and $500K-$5M in revenue: a $999, 45-minute assessment backed by a 100% money-back guarantee if fewer than five reclaimed hours per week are found.
- The discovery call is recorded with an AI notetaker and used purely to surface pain points — no tool gets pitched on the first call, even when the fix is obvious.
04Phase 2: AI Analysis
- The recorded transcript is fed to Claude with a prompt to research off-the-shelf SaaS or AI tools that fix the pain points mentioned — no custom building required.
- Claude's recommendations still need a human quality check; a four-person landscaping business getting a Salesforce recommendation is the kind of substitution that has to be made.
- Feeding past transcripts and finished reports back into a Claude skill improves accuracy from roughly 60-70% usable on early assessments to near copy-paste by the fourth through sixth one.
05Phase 3: The Report
- The client report is built in Claude Design from a reusable template: executive summary, effort-versus-impact matrix, tool recommendations, a four-day quick-start plan, and a financial-impact slide.
- Every implementation only earns its place if it pulls one of three levers: effectiveness (more money), efficiency (saved time), or quality (better output).
- The effort-versus-impact matrix splits recommendations into quick wins (high impact, low effort) versus major projects (high impact, high effort) — the major-projects quadrant is where upsells get planted.
06Tool and Model Selection
- Many recommendations turn out to be plain SaaS tools with no AI involved — the value is that the business owner simply didn't know the tool existed.
- When a bottleneck is specific to one business's workflow, the default recommendation is almost always a custom Claude skill rather than a generic tool.
07Phase 4: The Review Call
- The report is emailed before a 30-minute review call so the client arrives with context, then the call is spent screen-sharing and walking each recommendation.
- Three closing questions — most urgent recommendation, DIY or help implementing, and timeline — convert roughly half of review-call clients into implementation buyers.
08The Upsell Services
- The upsell menu spans process redesign ($3K-$5K), automation builds ($1K-$3K via Zapier/Make.com), knowledge systems ($3K+ custom GPTs), and custom Claude-skill workflows, plus combined full-implementation packages.
- Process redesign deliberately separates fixing a process from automating it — throwing AI at a broken 16-step process just breaks faster, so it gets mapped and simplified first.
- Crediting the $999 already paid toward the next engagement while marking the total price up by the same amount makes the client feel like they got a discount while the seller's margin stays identical.
09Finding Customers
- Seven zero-capital client-acquisition methods: local AI meetups, door knocking, targeted LinkedIn DMs, free mini-audits for your network, agency referral partnerships, weekly office hours at a coworking space, and publicly documenting small wins.
- A local AI meetup compounds like SEO — the first event rarely converts a client, but the third through sixth events reliably do once it's a recognized local brand.
- One listener who door-knocked 30 local businesses got 5 meetings and 2 clients, out of an audience of roughly 150,000 who heard the tactic described.
- Combining tactics compounds results: pairing weekly office hours with door-knocked gift cards for turnout converted 11 attendees into at least one client from the first session.
10The AI Concierge retainer
- The AI Concierge retainer is two 45-minute monthly calls building Claude skills, priced $1,200-$2,000/month, plus unlimited Voxer access with a 12-business-hour response window.
- Five of the first six people pitched said yes, reaching $8K MRR within ten days, while the roster stays deliberately capped at six clients for real scarcity.
- Every engagement starts with a foundation-only first call — connecting tools, building context files and global instructions — before any actual skill-building happens.
- Ongoing work runs an audit-optimize-automate loop on each client workflow: see how they do it today, cut unnecessary steps, then turn what's left into a Claude skill.
Terms worth knowing.
- Effort vs Impact Matrix
- A framework for sorting recommendations into quick wins (high impact, low effort) versus major projects (high impact, high effort) — the latter becomes the upsell pipeline.
- Quick win
- A high-impact, low-effort recommendation, typically an off-the-shelf tool a client can start using within minutes of the report review.
- AOA (Audit, Optimize, Automate)
- A three-step loop for reviewing a client's existing workflow: see how they do it today, cut unnecessary steps, then automate what's left, usually as a Claude skill.
- Claude skill
- A packaged, reusable instruction set inside Claude that automates a specific recurring workflow for a client's business.
- Tripwire offer
- A low-priced entry offer designed to convert into a much larger downstream sale rather than stand alone as the main product.
- AI Concierge
- A recurring monthly retainer where the consultant runs two calls a month helping a client build and use Claude skills, plus limited async support between calls.
Things they pointed at.
07:40toolFathom
07:40toolOtter
07:40toolFireflies
10:50toolfuturepedia.io
10:50tooltheresanaiforthat.com
12:30toolClaude Design
12:30toolGamma
26:40toolSaneBox
29:40toolZapier
29:40toolMake.com
50:50toolClaude Cowork
51:40toolVoxer
56:40toolNotion
Lines you could clip.
00:00
“You don't need to have an audience, you don't need money to get started, and you don't even need to know how to code.”
07:40
“I have to bite my tongue and force myself not to prescribe on the first call.”
15:00
“A confused mind doesn't buy, and therefore a confused mind doesn't implement, and a confused mind doesn't upsell.”
24:10
“50, sometimes even 60% of the time, these people want implementation.”
27:30
“We are just fixing a broken process. We're not automating it.”
30:50
“How about I just credit the $999 you already paid me towards the implementation?”
37:30
“Door knocking is the single best way to learn sales, period, full stop.”
49:20
“Of the first six people that I told about this offer, I closed five of them... I was at 8k MRR in the first ten days.”
52:10
“If they're paying you 1,500 a month for two forty-five-minute calls, your effective hourly rate is a thousand dollars an hour.”
Where the conversation goes.
00:00 – 03:48steadyIntro & offer overview
03:48 – 06:39sparsePlaybook preview
06:39 – 08:27denseDiscovery call phase
08:27 – 12:11denseAI analysis phase
12:11 – 22:24denseClient report structure
22:24 – 23:39steadyTool selection judgment calls
23:39 – 26:15denseReview call & closing
26:15 – 35:52denseUpsell menu
35:52 – 49:16denseClient acquisition tactics
49:16 – 58:46denseAI Concierge retainer
58:46 – 1:01:05sparseWrap-up
Word for word.
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metaphoranalogy
00:00I've got an AI business idea for you, and the best part is you don't need to have an audience, you don't need money to get started, and you don't even need to know how to code. You know how every small business owner right now is super stressed that they're falling behind with AI? Well, my friend Corey Gannon built a whole business around solving exactly that.
00:22And today, he gives his whole playbook away for free. You meet a business owner, you spend thirty minutes finding their biggest time drains, and he prescribed AI tools that fix it.
00:33It's . He charges $999, and it opens the door to way bigger work that he ends up charging thousands of dollars for.
00:44The one thing you do need to know is you obviously need to understand AI, and that's the part he walks you through step by step. He shares how the service works.
00:52He shares the upsells that get him to a thousand dollars an hour. He shares seven ways to get clients starting from nothing. It's all here.
01:00It's under an hour. It's a free course for how to start this business. And even if you don't wanna start this particular business, this is gonna get your creative juices flowing around how to start a productized service agency with AI.
01:13Enjoy the episode.
01:23What's up, Corey? By the end of the episode, what are people gonna get out of this?
01:27So, Greg, we are gonna show the people literally the simplest, I think the best startup idea of 2026. This is a way that anybody can make money with AI.
01:37And the beauty of this model and and people are gonna think that this is like click baity or sensationalist, but I promise you, you don't even need to know how to use AI to make money with this model because all we're doing is we're prescribing tools that already exist.
01:51We're not building anything. We're not implementing anything. This is something anybody can do.
01:56And then towards the end of the episode, I'm gonna share kind of the follow-up offer to this that I'm using to make a thousand dollars an hour as like an upsell to this, uh, this offer here. So I think this is gonna be really accessible for folks.
02:08Okay. And you're not just gonna give the idea. Right?
02:11You're gonna give people the steps so they can actually
02:13copy this workflow and actually build a similar idea. Right? We're gonna give them the full playbook.
02:18So we're gonna we're gonna explain the entire offer, how it works, how to fulfill it. We're going to give them the exact template that they can literally download and plug and play with their own clients.
02:29We're gonna show them six things they can upsell after this assessment. And then we're gonna show them seven ways that they can get clients, none of which require any capital or any audience.
02:41So we're pretty much gonna destroy every single objection that somebody might have when it comes to this business model. So we're gonna make it super simple for everybody. The last objection that that is gonna happen is
02:52they're they're gonna say, Corey, like,
02:54are you mother Teresa? Why why are you being so nice? What what would you say to that?
02:58I mean, is literally so and the people say that all the time. They're like, oh, if you're actually making money with this model, why would you be giving away all the sauce? And it's like, dude, think about how many businesses exist in The United States Of America.
03:10There are millions. Right? Every single one of them without fail needs to use AI in some capacity.
03:17And think about how many of them are actually using AI at all aside from just prompting ChatGPT. Maybe 5% of companies are using any AI tool other than ChatGPT. So when we are giving away the playbook, it's because there is so much opportunity.
03:33If everybody watching this podcast or listening to this podcast went and implemented this model, there would still be opportunity leftover. That's just how much of a blue ocean it is right now for this type of stuff. All right, let's dive in.
03:46So let's dive in. So let's talk about the model itself, right? What is it that we're selling?
03:52So this is what we call our AI tools assessment. So in a nutshell, this offer is when we were meeting with a small business owner.
04:01So our clients are typically small business owners who have anywhere from, you know, two to 20 employees. That's kind of the sweet spot.
04:09500 ks to 5,000,000 a year in revenue, kind of a sweet spot there. And the offer is, Hey, we're gonna sit down with you for forty five minutes and we're gonna do a little kind of like a structured interview. And in that interview, we're gonna pull out some bottlenecks and some pain points that you're experiencing in your business.
04:26And then based on that conversation, we are then gonna prescribe three to seven off the shelf AI tools that you can implement immediately to reclaim five to ten hours per week.
04:37And by the way, if we can't find at least five hours per week in opportunity where AI can help, then we're gonna give you 100% of your money back. So literally the only thing you have to lose as a client is forty five minutes of your time.
04:51Right? That's worst case. Best case, you get at least five hours a week back in your week, every single week.
04:57Uh, and the average client saves about seven. Right? So that is the offer in a nutshell.
05:01Any questions so far?
05:04Uh, I mean, I don't even need I don't even need that offer. And I was like, oh, yeah. I'll sign me up.
05:10You know? Like, that's how good that was. I was like, you know, I think when you're crafting an offer, you know, they they say craft an irresistible offer.
05:17Right? So I think, like, that that certainly sounds irresistible.
05:22Yeah. And think about it. Right?
05:24Because every business owner out there that you talk to when it comes to AI, they either they they're too busy in the weeds. Right?
05:31They're working forty, fifty, sixty hours a week, so they don't have time to learn this stuff. They're afraid their competitors are getting ahead of them, so they just bury their head in the sand and they just never take the time to learn this stuff. And again, the reason this is such an accessible business model to people who are even new to business is because we're just prescribing tools.
05:50We're not like building an automation. We're not having to learn Claude code. We're not coding anything.
05:56We're just literally telling them, hey, you have a problem with you have this problem. Great. I went and researched an AI tool that fixes that problem.
06:04Here is the name of that tool. Like that is literally all we're telling them. Right?
06:08And we charge $999 for that assessment. And, you know, I've sold so far in 2026, I've sold about 15 of these assessments and 50% of people actually want you to implement it for them, which leads into the upsell menu that we'll discuss later on in the episode.
06:26So again, $9.99, some people might listen to this and be like, oh, that's it. It's like, well, that's just the foot in the door. Right?
06:31We the lifetime value of an AI assessment client ends up being, you know, $3.05, 10 k or more. So we'll get into that, but let's get into the weeds of like, well, what do like how do we actually, how do we fulfill this assessment and how do we actually, you know, deliver this to the client?
06:48So it's four different phases. We'll go one phase at a time.
06:52Phase one is the discovery call. Right? So this is where we're on either a Zoom call or a Google Meet with the client.
07:00And the key here is we just wanna make sure that we're recording the call. Usually I just have my Fathom notetaker in the call. You can use Otter, you can use Fireflies, whatever.
07:08Just have an AI notetaker on the call. And all we're doing on this call, right, is we're just asking questions. We're pulling out problems.
07:16We're not pitching anything. So we're asking them questions like, okay, walk me through your day yesterday. What do you tend to do on a typical business day?
07:24What are tasks in your business that you dread doing? Where does your work pile up? What are things that you've tried to automate in the past and failed?
07:31And my favorite question is if you could wave a magic wand and basically delete any process in your business, what would that process be? And a lot of times, Greg, you'd be shocked.
07:43The answer is email. They're like, Oh God, if I, if I just never had to answer an email again, I'd be a different person. And it's like, well, that's solvable to a degree using AI.
07:53So that is, that's a discovery call. And when it comes to the discovery call, every time I do a discovery call, I have to bite my tongue because it's like most business owners have this, a lot of the same problems and they'll be kind of giving me one of their problems and I'm and right away, I'm like, oh, I know exactly what tool they need.
08:10And I have to bite my tongue and force myself not to prescribe on the first call. The first call is only for probing. So that that's what we do on the discovery call.
08:20And then we've got the AI notetaker taking notes. We've got that transcript, which can move us into phase two.
08:27So phase two is where we use AI to analyze the transcript. Right?
08:33So we take that transcript that our AI notetaker produced from the discovery call, and we literally just give it to Claude. Now we built a skill inside of Claude that takes that transcript and run some really deep research to pull out the pain points and go out onto the internet and find the exact tools that can fix the pain points that the business owner mentioned.
08:54But you could get away with a pretty simple prompt. Right? Feed in the transcript, prompt Claude, something along the lines of, hey.
09:01I just had a call with the business owner attached is the transcript of our conversation. I need you to go on the Internet and research off the shelf SaaS or AI tools that can fix those pain points. Like it's this prompt is pretty much that simple.
09:16And what Claude is gonna do is Claude is going to catch patterns that you might've missed in that transcript. And it's gonna pull out pain points that you didn't think were solvable, but Claude is actually gonna be able to find a tool that can solve it.
09:29Right? And what we do during phase two, kind of the quality assurance step of phase two, we don't really just take Claude's output at face value and then move into phase three. We're gonna review the actual output.
09:42Right? So for example, there's been times where we'll run this analysis and maybe the client one of their pain points is they don't have a way to follow-up with their prospects because they don't use a CRM.
09:54And then Claude will go and prescribe like Salesforce. And so, you know, the quality assurance step is you look at that and you're like, well, this is a four person landscaping business. They don't need Salesforce.
10:04So I'm going to sub in a different CRM solution that's more appropriate for a small business. Does that make sense as far as like sometimes you gotta make a judgment call and sub tools in and out?
10:15Yeah. For for phase two, like, how important is how important is things like evals and context to make sure that the actual output is, you know, not a 100% there, but 95% of the way there?
10:33Yeah. So that where that's where it comes down to, like, once you've done a few of these, uh, assessments, you can you can take the transcripts from ones that you've done and the the finished reports from ones that you've done, which is, uh, phase three, and feed those back into the skill so that Claude knows what good looks like.
10:50Right? So that's the thing with with this assessment business, the first probably two or three that you do, the AI analysis is gonna get you, you know, 60 or 70% of the way there.
11:00Like you're definitely gonna have to make a few judgment calls and substitutions when it comes to the tools. But by the time you turn this into a skill and you're on your fourth, fifth, or sixth assessment, the skill is gonna be pretty dialed in.
11:12And there's plenty of times where I can run phase two and it's literally copy paste. Like I'm like, yep, these are good. I agree with all these.
11:19We can move on to phase three. Now with that said, during phase two, there's two really good resources that I use and that I encourage people to use when they are researching AI tools.
11:30One of those is futurepedia.io, which is a really big, you know, tools directory, AI tool directory websites. They were actually just acquired by HubSpot.
11:40Another one is there's an aiforthat.com. So both of those websites are just big AI tool directories. They have thousands of different tools on those websites.
11:49And they're a lot of times they're tagged by, by like by industry.
11:55So it's like, hey, I need, you know, my client is a realtor. Right? I need AI tools for realtors.
11:59You can go to theresanaiforthat.com and sort by, you know, real estate tools, for example. So that is phase two in a nutshell.
12:08Does that make sense? Yep. Awesome.
12:12So moving on to phase three, and now this is the part that we've iterated on the most. So phase three is where we actually generate the report.
12:21And this is the client facing deliverable. This is what we send to the client. And this is what we sit down and review with the client during phase four.
12:29So when we first started doing these assessments, we used a tool called Gamma, gamma dot app to build the report inside of Gamma. Gamma is great.
12:39I have nothing wrong with Gamma, but once Claw Design came out, we just found it was a lot easier to build this report in Claw Design. So that's what we use nowadays. And I'm gonna show you guys the the template and we'll give you a, you know, the an ability to download that as well and use it in your own business in a second.
12:55But from a high level, again, this report, it was built in Cloud Design. It's templatized so we can pretty much plug and play any new client's information.
13:04And that template contains a few pieces. We've got an executive summary where we list out the main pain points, the main solution that they can expect to achieve if they, you know, implement our recommendations. We've got a priority matrix that we call the effort versus impact matrix.
13:20So that's just kind of our framework for showing them, hey, we're this report focuses on the, uh, implementations that are both high impact and low effort.
13:31Right? Stuff that that's easy to implement, but absolutely moves the needle.
13:36We call those quick wins. And that's why these are off the shelf tools. Like you can literally just sign up for the tool, start and, you know, start using it and then you've gotten the benefit out of it.
13:46Then we move into the actual recommendations themselves. So, hey, these are the actual tools we recommend. You said you had pain point x.
13:54Here's tool y that solves it. Right? And we just kinda go down the list that way.
13:59Then we go into a four day quick win plan or sorry, quick start plan. And the idea behind this is so when I show you guys this report, it's pretty simple, like pretty easy to understand, but there's still clients who are gonna be overwhelmed looking at this report.
14:14Right? They're gonna be like, oh, this is great. But like, uh, like where do I start?
14:18I don't know where to start. So I freeze and I don't do anything. So that's the idea behind the four day quick start plan is, you know, that is our way of telling them, hey, on day one, you do this very simple action.
14:30It'll take you five minutes and then you've got the benefit of that tool. Day two, same thing. Day three, day four.
14:35So if they just follow the four day quick start plan, which again should take them no more than ten minutes per day, then they will get the vast majority of the benefit of the report just in four days. And then lastly, we've got the financial impact slide. So that is where we quantify the exact benefit, the exact ROI that they are gonna get out of this report.
14:58Right? Where we tell them in numbers, hey, you paid me $999. Well, you're gonna get x dollars per month back as ROI from this report every month from implementing these tools.
15:10And so I'll show you Greg, what that template actually looks like. So again, we built this here in Claw Design. It's pretty simple.
15:18And guys, uh, for the folks in the audience, right, we wanted to to open source this and give this away to you guys. Y'all can go to audittemplate.ai and download this exact template and you can plug and play directly into Claude Design.
15:31So again, we start off with a little title slide. Super simple. You fill in your client name, date, business type, primary focus.
15:39Then we go into the executive summary. So again, this is where we highlight just like the really the main one or two pain points. There's only enough space for that.
15:48The main outcome that they're going to achieve from implementing the tools in this report, uh, a summary of the hours they can reclaim each week. So remember our guarantee is at least five.
15:59So this number 99% of the time is gonna be in the range of five to 10.
16:04Like I said, our average client, this number is seven hours per week that they can reclaim. And then we list the primary focus of this report. Now I'm gonna take a second to explain what that means because when it comes to any AI tool or implementation or automation or anything we're doing with AI, it's gotta pull one of three levers for it to be worth our time.
16:26It's gotta make us more money, which is effectiveness. It's gotta save us time, which is efficiency, or it's gotta increase the quality of our product or service, which is quality.
16:36So basically we'd look at all the tools that we prescribe and we say, okay, you know, the majority of these tools, are they gonna which of those three levers are they gonna pull? And then that's what we put in the primary focus.
16:47So right off the bat, the client can look at this executive summary slide, know exactly what they're gonna get out of it in terms of primary focus and know exactly how much time they're gonna get back based on, you know, the hours they can reclaim each week.
17:01So you're with me so far, Greg? I do. I am.
17:03It's just what I like about this is, you know, it's the first time I've ever seen this, but it's so it's it's, like, stupid simple. I don't mean that in, like, a It is.
17:14Mean way. I mean that in, like, it's so simple that anyone could see this and be like, great.
17:22This is my pain point. I would like to save time. You know, the outcome of making my product is better, you know, and important to me.
17:30So I think what's really cool about this and your whole and really, like, the framework for this whole I mean, people listening to this, they don't you don't necessarily need to start this exact business. Right?
17:41But the you know, one takeaway I have is create an extremely stupid, simple output.
17:51Yep. As simple as possible. Again, because a confused mind doesn't buy even though these people are technically already your clients.
17:58A confused mind doesn't implement, and therefore a confused mind doesn't get the ROI, and a confused mind doesn't upsell. Right?
18:05Yeah. So we wanna make like we've I'm telling you, we've iterated on just this report piece here 12 different times to try to make it's like, okay, how what can we delete? What can we simplify?
18:15What can we rearrange to make the ROI so freaking clear and to make it so easy to implement? So that's the executive summary slide.
18:25Then we jump into, like I said, the effort versus impact matrix. So this is just our framework. I I don't think we invented this by any means, but it's just a way of, you know, explaining to the clients.
18:36Like I said earlier, we focus on this report focuses on the, um, the solutions that are both high impact. They move the needle and low effort.
18:45They're easy to implement, which is that top left quadrant, which we call quick wins. Next, we summarize the quick wins. So on this slide here we have, we literally just have a line that says like, you know, the one liner of their pain point.
18:58So it's like pain point summary and it points to tool. Right? So for example, it might say, um, you know, five hours a week in email points to SaneBox, which is probably our most prescribed tool for getting out of email.
19:12Right? Um, taking notes by hand in meetings points to fathom.ai.
19:17Right? So this is just like the summary of the tools that we're prescribing. And then the next slide, which is recommended solutions.
19:25This is the slide that we this is where we deep dive on the actual tools and the solutions that we're recommending. So when when we get into phase four, which is, you know, the review call, we spend probably 50% of the review call with the client on this slide.
19:42And this is where we're showing them again, name of the tool, pain point that it solves, the cost of the tool, the setup time, and how much time it's it's gonna save them.
19:52Right? So this is where we're literally like, hey, this is your pain point. This is the tool.
19:57It costs $10 a month. It's gonna take you thirty minutes to set up and it's gonna save you two hours a week. Any questions?
20:04Right? And then it's boom, boom, boom onto the next. So again, we're like a doctor.
20:08We're just prescribing a doctor that needs no qualifications whatsoever to do this business model. So that is the the recommended solution slide.
20:17And then again, we get into the four day quick wins plan. I think I already elaborated on that. So we'll go too much deeper.
20:24And then, um, this is the what comes after quick wins slide. And I actually didn't have that in my diagram.
20:31This I'll touch on this real quick. This is where we kind of tee up any upsell opportunities. Right?
20:37So going back to the effort versus impact matrix, you'll notice the top right quadrant, we have it called major projects.
20:45So these are those solutions that we you know, from the discovery call we identified, but there's not really like an off the shelf tool that can just fix it right away.
20:54These are the these are the implementations that are both high impact. They move the needle, but they're high effort. Right?
21:00It's more than just, hey, install this tool. It might be, hey, we need to build a dedicated agent for this. Or hey, you actually need a knowledge base here.
21:08Right? Or something along those lines. So we take those major projects and we put those into the what comes after quick win slide.
21:16So this is where we're teeing up the upsell for the client. Because when we start talking about these, naturally, the next question is, oh, well, can you help us do that?
21:25Right? So we're kind of planting that seed in their mind early. Then we've got the financial impact slide where we show them the true monthly net ROI, which is their weekly time returned multiplied by their hourly rate minus their monthly tool cost.
21:40Right? And the average cost of the tools that we prescribe for clients is about $60 a month. So again, on average, they're able to save seven hours a week in return for $60 a month.
21:52That's an insane ROI. And most business owners time is worth hundreds of dollars per hour.
21:58In many cases, thousands of dollars per hour. You're talking about a monthly net ROI that is always in the 4 figure range.
22:06Always. Sometimes in the 5 figure range. And that's if they implement what we're telling them here.
22:11Mhmm. And then lastly, this is just our next steps, which is usually just, hey, you know, implement the four day quick win plan and book your review call, which is phase four, which we'll get into next. So any questions on the actual report itself, Greg?
22:25I just I gotta think that a lot of the recommendations are gonna be using like the big boys, you know, like Anthropic, Google, OpenAI.
22:34So how how often are you actually recommending more niche tools?
22:41And am I wrong about that? You know?
22:44Yeah. So you'd be surprised. I mean, there are so many software tools out there.
22:49And and that's the funny thing too is a lot of what we're recommending are literally just SaaS tools. Like there's no AI involved at all. Right?
22:55It's just a SaaS tool that the business owner didn't know existed. A lot of times that's what they need because they just didn't know it existed. Now many times to your point, it's like, oh, well, you know, you're doing x y z workflow.
23:08That's clearly a bottleneck for you. The best solution is just to turn that into a Claude skill. Right?
23:13And so a lot of what we prescribe is, you know, Claude skill for this very specific workflow. Realistically, it might take them twenty to thirty minutes to build, but most business owners have never built a Claude skill, which leads itself perfectly into our AI concierge upsell, which is what we'll get into later on in the episode, which is like literally tailor made for that exact use case.
23:37And we'll talk about that here shortly. So phase four is the review call, right? This is where, so, know, we've, we've done the report, we've done the discovery call.
23:48Usually we email the report to the client before the review call, just so they have time to review it before the call. And then we get on another Zoom with them, usually about thirty minutes. And this is where all we're doing is we're screen sharing the report that I just showed you.
24:02And we're just walking them through each recommendation. Like I said, hey, you have this pain point, you need this tool. And then we ask the three closing questions.
24:11We say say things like, well, you know, of these recommendations, which is the most urgent for you? And then, hey, do you wanna do this yourself or would you like my help in implementing some of these solutions?
24:22And then lastly, what's your timeline? Like, are these are these pain points like killing you or is this something that, you know, you could you could live another sixty days with these issues in place? Right?
24:32So by asking those questions, Greg, 50, sometimes even 60% of the time, these people want implementation. They're like, hey, this is great.
24:40These are awesome. You know, I but I have no idea how to build a Claude skill. Can I just hire you to coach me on it?
24:48Or can you just come and build it for me? Right? And that is the entire assessment flow beginning to end, which leads us into the upsell menu, which we'll talk about next.
24:58So any questions on the assessment flow that we just talked about? I mean, I think the beauty of just audits in general is, like, you're getting paid
25:07to upsell them more services. You know?
25:12So what you could be doing once you are can you know, once you have a very solid system and once you're you you know, you believe in the in the service and and all these things and you're ready to scale, you could take $200 of that thousand and put that into meta ads and start acquiring customers, you know.
25:33And then you're creating the holy grail of, you know, self liquidating funnels where you're basically getting paid to get people to buy your service, and it's a .
25:50Exactly. Yep. And that's why, again, ever since, like, doing this business and and really focusing on these assessments, I've become I've become, you know, I'm a big believer in assessments as like a, what, you know, a trip wire offer, a foot in the door offer, whatever you want to call it.
26:06Because again, your client is literally paying you to uncover opportunities for them to pay you more.
26:12Like that's, that's what a good audit does. So let's talk about next the, you know, the expansion menu, the upsell menu, whatever you want to call it. I've got here on my diagram, 999 is just the door.
26:24Right? It's totally just the foot in the door. So it's like, all right, we've got a we did an assessment for a client.
26:29We we showed them what was possible. What is it that we can sell them next? Well, there's five, really six different things that we can upsell them after the fact.
26:38One of them is what we call a process redesign or sometimes called process optimization. And this is something that I have sold to clients before. We've sold this a couple of times.
26:47We the ones we've sold, I think we sold one for 3 ks and one for 3,500, but this is where like literally all we're doing with a process redesign project is we are just fixing a broken process.
27:00We're not automating it. We're not implementing AI. We are just taking a process that is 16 steps and making it seven.
27:08Right? So for example, one of our process redesign clients, this was an e commerce seller that had a workflow where he was monitoring his ad spend on Amazon every week.
27:19And it was taking him about ten hours a week. And what he came to us and he's like, guys, I just wanna automate this. I just want to hand this off to AI and be done with it.
27:28And we were like, woah, like before you automate this, we've gotta fix this process first. If we just go and throw AI at your existing process, it is gonna fall apart.
27:37So again, we signed him on a deal to literally just fix the process. And we process mapped the the current process as it stood today. And then the deliverable was the future state process.
27:50Hey, here's the blueprint. Here's what the perfect process is gonna look like. And by the way, if you wanna if you want us to automate the the new process, that's a separate engagement.
28:00Does that make sense?
28:01For sure. Yeah. Crystal clear.
28:03So
28:04that is a process redesign. Now the next, uh, thing on our upsell menu is just like your simple everyday automation build.
28:13Right? And this is your, like your Zapier flows or your make.com flows or your innate inflows. This is ideal for processes that where there's a very cut and dry input.
28:25There's a very cut and dry output. Usually just like one to three steps where, you know, a clawed skill or like a a clawed workflow a lot of times is overkill.
28:34So I'll give you an example. We had a client for for a simple Zapier build where their wedding venue rental business, their their operations manager, every time they got a new client, she had to go into Asana and duplicate a bunch of Asana items like a project, you know, deliverables, tag people like, but it was the same process every time.
28:56And so we were like, well, we could, let's just go into Zapier and make that a Zap, set it up one time. And guess what? As you scale, as you grow your business, that's a process that's gonna scale with you.
29:06And we charge them, I think like $1,500 for that. And we, I think she was spending maybe thirty minutes a week on that on average, which doesn't sound like a lot, but this is a business that's growing pretty well.
29:17So, you know, thirty minutes a week today is gonna be two hours a week, a year from now. So pretty, pretty useful build for them. And again, that's like, you don't need to be a genius to know Zapier.
29:27Anybody could build that after watching, you know, two hours of YouTube videos. So that's another option there. Or just asking
29:35Claude
29:36what to do, you know? Yeah. Yeah.
29:38And like theoretically, that could have been a Claude skill, but that was that was actually early on. Like, I mean, skills were a thing, but we just, we weren't that deep into that world at that point. But yeah, that, I mean, 90% of the time the answer is a Claude skill, I will say.
29:52And so the other thing on the upsell menu, and this is one of my favorites is what we call a knowledge system. And so I'll give you an example of a knowledge system that we built.
30:01So one of our clients is a business broker. He sells businesses and he he'll get, you know, six to eight listings per year because these are high dollar value, low volume deals. And every time he goes to list a new business for sale, he said, this is his words.
30:19He gets four to 500 emails from interested buyers, all asking him the same five questions.
30:26Like, hey, what's the EBITDA? Hey, you know, how long have they been in business? Like literally the same questions.
30:31And he's like, Corey, I'm sick of it. Like I'm spending all my time answering these same five questions. What can we do to where AI can help with that process?
30:39And I was like, well, why don't we just build a custom GPT that's trained on the marketing package for that specific listing? And instead of giving out your email to interested buyers, we send them the link to the custom GPT.
30:53So we did exactly that. We literally took his most recent listing, trained a custom GPT on it, and then gave the link to both the seller of the business to verify that everything was accurate as well as potential buyers.
31:07And just last week, he emailed us and said, hey, thought you might wanna see some feedback from both sides of the of the deal in this case. Both the seller and the buyer said something along the lines of, hey, this was like the most interesting experience we've ever had when it comes to buying or selling a business, you're way ahead of the game.
31:24So it made him look really good. Right? And it pulled two levers that we mentioned earlier of ROI.
31:30Efficiency. Now he's not having to answer 500 emails. He's having to answer zero.
31:36And quality. His buyer and his seller now have a much higher quality of service. Right?
31:42So that's one of my favorite examples. I use that all the time. And that's an example of a knowledge system there.
31:47And custom workflows is
31:50Custom workflows again is very self explanatory. This is when you're just going in and building, you know, Hey, a business has a proprietary process that's very specific to how they do business.
32:01Almost always that's a Claude skill. Right? I have prompts here.
32:04This is a little outdated. It's skills plus, you know, reference files that you set up for the business. You, you know, you train their team on it and then you let them plug and play.
32:14And then there's even, you know, you could even bake in a recurring revenue component there because businesses operations change all the time. Like, hey, you can pay me $3 to come in and build a set of skills for your customer onboarding process, for example. But what happens six months from now when you get a new tool or that process changes?
32:33Right? You could be paying me monthly or quarterly or however often we set that up to maintain that for you and to update that skill as your processes change. So that's really all a custom workflow is.
32:45Yeah. That's one thing I noticed about all these is they're one time fees. Have you ever considered it's $400 a month or a thousand dollars a month and you get x y z deliverables?
32:58Yeah. So we we have, and that's actually something. So this I saved my favorite upsell for the very end.
33:04And that is one that I'm currently implementing today to to get recurring revenue. So we'll talk about that. And for sure, like for all the ones that we mentioned, you can get super creative.
33:15And for example, you know, if you find a client that has a big need for knowledge systems, you could build a retainer out of it. You could say like, hey, for $3 a month, I will build you up to two knowledge systems per month.
33:28Right? Or, you know, whatever. You can get super creative.
33:31Or for another client, hey, for $2 a month, I will build you up to three automated workflows per month. Right?
33:39So you can build a retainer around any any way that you see fit. It really just depends on how big is the client and what does their needs look like.
33:46And also, like,
33:48it's easier to sell monthly if you've built trust and confidence with them. So sometimes you have to do a little like, show them.
33:59You have to show them, hey. I could build a skill here. Oh, it's starting to work.
34:02Okay. You want more of these? Well,
34:05you know, for a thousand dollars a month, I can give you two of these. You know what I mean? Yep.
34:09Well, and that's the beauty of the assessment too. Right? Like these we're not pitching these cold.
34:13Like these are people that are already clients. So it's a lot easier to pitch, you know, a $5,000 Claude skills pack to somebody who just paid you a thousand dollars than it is to pitch that to somebody that is like cold traffic off a Facebook ad, for example.
34:30Right? And another just side note, I forgot to mention this, but one thing that I love to do now, I I usually don't lead with this cause I I don't wanna do this if I don't have to. But a really good way to get an upsell over the finish line and get a prospect off the fence is if you already did an assessment for them for $999, you could say, hey, how about I just credit the $999 you already paid me towards the implementation.
34:57Right? So instead of five k, it's four k. So basically the assessment's free.
35:01Like that works so well. And what I really like to do is mark up the upsell an extra thousand dollars and credit the assessment towards it regardless.
35:10So that way I'm still making the same amount of money, but psychologically they feel way better about it because they're like, oh, I'm getting a thousand dollars off. Or, oh, that assessment is great. Dollar more because you're Yeah.
35:20Yeah. Technically it's profitable. Right?
35:24Yep. But that's that's like one of my favorite strategies for sure. Cool.
35:28And then so lastly, we've got like a full implementation. So that's what I consider any number of any combination of things we already mentioned on this list.
35:37Like, hey, maybe a client needs, you know, two processes fully redesigned. They need a couple of Claude skills and they need you to build them, you know, Zapier workflow. That might be a $8,000 package, for example.
35:49Right? So full implementation is kinda all the above.
35:53So the big question people are gonna have is, okay. This sounds great, but how do I actually find customers to sell to if I don't have an audience, if I don't have capital?
36:04I'm I'm way ahead of you. So that's exactly what we're getting into next. And that is hands down, not even close, the most common question I get by far.
36:12Yeah. So we're gonna go into seven methods that people can implement to find clients, again, that require no capital, require no audience of any kind.
36:21And these are all like, I think these are pretty unique. Like these aren't just the ones that you're gonna hear about from anybody or that you're that Claude's gonna tell you. So the first, and this is one that I'm actively implementing.
36:31I have an AI meetup in my town that I'm hosting scheduled for July 29. And this is where just like I said, you go and you host a local AI for business meetup. Right?
36:43That's how you position it. So the idea here is, you know, if you host this meetup, you go to a coworking space, you partner with them, you say, hey, I'm gonna bring 30 local business owners into your space to get to get exposure for your space.
36:57Could I have your conference room for an hour for free? Right? So you can kind of go and barter with a coworking space.
37:02And the idea is you're the one putting this meetup together. So you're automatically perceived as the expert.
37:09And what we do is we show up network for ten, fifteen minutes. We give a twenty minute presentation literally about how to use Claude.
37:17Right? Like that seems to be the hot topic that most business owners, it's like simple enough for them to understand, but advanced enough to kind of wow them, if that makes sense. And then we, you know, we work the room and we collect contact information from everybody at the door and we follow-up within twenty four hours offering the assessment.
37:37So that's something that I kind of akin the strategy to SEO. Like, are we gonna get a client at our first event on day one? Maybe, but more than likely the clients from this are gonna come, you know, from our third, fourth, fifth, sixth event.
37:51Same way with SEO. Is that gonna drive clients on month one? Probably not.
37:56But on month five, six, twelve, sixteen? Absolutely. So my plan for the AI meetup is to turn this into like a local event, really an event brand where I'm the leader, I'm running this every single month and it's gonna bring a lot of local business owner leads into my ecosystem for this offer.
38:14Next, we've got door knocking. Right? And I know people hear this and they they're they shut off, they cringe.
38:20They're like, oh my god, I can never. Guys, first of all, door knocking is the single best way to learn sales period, full stop. Second, I had a guy DM me on Instagram a couple weeks ago saying, Corey, I heard you on another podcast.
38:33I heard you talk about door knocking. I went to 30 local service businesses in my town. I asked to this I asked to speak to the manager or the owner.
38:43Of those 30, I set up five meetings. And of those five meetings, two of them became clients.
38:49And I'm like, that's literally how it works. He's the only person. There was like a 150,000 people heard me talk about that on that podcast.
38:57He's the only person that did it and it worked. And because it works. Right?
39:02Like if this is a method where if you need a client today, you go knock a door. If you need a client this week, you go knock a door.
39:09Right? This is like the opposite of the AI meetup in the sense that the results are pretty much immediate. But again, nobody's gonna do it.
39:16Like if if somebody listening to this goes and knocks a door and gets a client from it, because it works. Send me a DM or send Greg a DM and tell us that you did it because I'd love to retweet you, spotlight you. This is the type of stuff I love.
39:29Like these people that knock doors are built so different. I've knocked hundreds, if not thousands of doors in my life and it's great. Next is LinkedIn DMs.
39:38Right? And these are not the cringe like AI spam slop DMs that you get probably every time you log on LinkedIn.
39:45These are the ones where you're targeting again, local business owners in your city or town, and you're probing. You're asking about pain.
39:53You're asking about how are they currently using AI in their business. We're not pitching in message one. That's the quickest way to never get any success from cold DMs.
40:02Right? So again, I might go find, you know, Joe, the owner of the HVAC company who's on LinkedIn, and I might send him a message and say, hey, Joe. My name is Corey.
40:11I'm you know, I probably live somewhere down the street from you. I'm very curious about how you're using AI in your business. Would love to give you some free feedback on ways that I think you could implement AI.
40:21Like, it could just be that too.
40:23Like Yeah. Why not just take your phone out and be like, just yap for thirty seconds? I love the idea of like, I probably live down the street from you.
40:32That's a really good hook.
40:34Yeah. And and I think on LinkedIn, I think you can send voice messages on LinkedIn too. You know, Rooms work well for this.
40:40Like, again, I love these methods because these are all things that 99% of people will not do. So the competition for these methods are so low and the people that do do them will do them for three days and then quit.
40:54So this is the stuff. If you hang in there for seven days, you're in the top point 001%. Right?
41:01Now the next method is doing free audits or free assessments for the people in your network. So everybody listening to this podcast knows other business owners, whether it's from their gym, from church, you know, other parents of their kids, friends, right, whoever.
41:18All it takes is a quick text message to that person. Say, hey.
41:23I'm I'm getting into the AI services world. I'd love to spend fifteen minutes with you completely free of charge and to show you one way that AI could benefit your business. Would you be open to that meeting?
41:34Right? And the mini audit as kind of a lead magnet is something I preached a bunch.
41:39If we can kind of dangle that carrot in front of people, hey, I'll show you one way AI can help you. I'll prescribe one tool that you could use that's AI powered. Well, and if you want the full assessment, right, that's the upsell.
41:51Yeah. So that's a really good way to get in the door. One way to frame that that makes it irresistible
41:56to people is you just say, worst case scenario, you learn one or two tools and learn how to use them that you'd never heard of.
42:06Best case, you have a partner who can, you know, build skills and do all this AI stuff that you've probably, you know, been on your to do list, but you haven't gotten to it.
42:17So if you, like, frame it as the worst case they'd learn something, then I find that super, super impactful.
42:25Yeah. That's a really good point. It's like, I love I love that line of especially when doing quote outreach.
42:32It's like, hey, at the very least, you're going to get XYZ. Exactly. And as long as XYZ is not, you know, XYZ is usually like a pretty decent outcome for them, then they're going to be like, you're right.
42:42I have nothing to lose. Awesome. So next up we've got agency partners.
42:49Right? So again, most people listening to this, you probably have an insurance agent. You probably have a, an accountant.
42:56You probably know a marketing agency owner or a coach or a consultant. Guys, all of these service professionals, think about how many clients they have that are also your ideal client. And also think about how many of those clients are coming to them, asking them questions about AI.
43:12And if they don't have a way to answer intelligently or they don't have someone to refer them to, it makes them look bad. So by simply going to these professionals and saying, hey, I'm in the AI space.
43:23I would love to help out any of your clients that have any AI related questions. I will happily send you a referral fee if I end up working with anybody that you send my way. Pretty much that simple, but the key there is follow-up.
43:35Right? You're not gonna get like a an a one referral partner from one outreach attempt. Usually it takes following up every two to three weeks saying, hey, any of your clients ask about AI lately?
43:46Would love to act as a resource. Happy to meet anytime. Every two or three weeks, you're gonna get referrals if you just keep that up.
43:53You can even
43:54you can even say like, hey, we can do like a co branded workshop together where say you're a tax accountant.
44:04It's like, how do you use AI to be more you know, optimize your finances?
44:13And it's, like, brought to you by Corey and the tax accountant firm. You know?
44:18So they're they're staying top of mind. They're producing value for their customers, and you're getting access to their customer base.
44:28100%. And, you know, what I love about this is if you were smart, you would combine method five agency partners with method one AI meetup. You would go and find and this is what I did for my first meetup that I ran back in January.
44:41I partnered with a local realtor who was super plugged in. She knows everybody in Charlotte. Right?
44:47And I went to her and I said, hey, let's do an AI for business meetup in your office. You can invite your clients and your other realtors, and it can be basically a big free AI enablement session for them.
45:00And she loved it and we did it and I got a client out of it. So that that works really, really well.
45:07Cool. Next,
45:09this is one of my favorite methods. There's a guy in my community, Dennis, who's crushing it with this. He did one of these this week.
45:15So this is your, this is the AI office hours play. So this is where you go and you approach a coworking space and you say, hey, you've got, you know, twenty, thirty, however many people in your coworking space.
45:28I would love to just come into your space once a week for an hour and just offer myself as a resource to your tenants. Any AI related questions they have, I will be just sitting there working on my laptop and they can just come up to me and ask any AI questions they have. Right?
45:45This works so well because it's a win win for everybody involved. The coworking space gets a huge value add that they can offer to all their tenants.
45:54The people in the coworking space obviously get value because they've got an AI expert that they can come and just get free consulting with for an hour. And you get value because you're literally plugging directly into your ICP. Everybody in that office is probably a potential client for you.
46:11And if you do a good job and help them and answer their questions, naturally, they're going to want more. They're going to want to hire you.
46:18And a perfect example of this, like I said, a guy named Dennis in my community hosted one of these this week. So and he took it a step further. So he reached out to, I think, like 10 different coworking spaces, got two of them to agree.
46:32And before the first one that he hosted this week, he door knocked a bunch of local businesses and restaurants and said, hey, can I have some free gift cards to give away at this coworking office hours as a way to, you know, get more people in your door? He got a $175 of free gift cards from local businesses that he used as a carrot to get people to show up to office hours.
46:57He got 11 people to show up to the first office hours. Two of them, he has follow-up calls set up with. And I guarantee you at least one is gonna be a client.
47:07So that's a way to combine office hours with door knocking and just generally being a beast. Right? Like, I love that initiative so much.
47:15So that works really, really well. And then lastly
47:20oh, go ahead. Yeah. No.
47:21Lastly, I mean, your win. I mean, pretty self explanatory. Right?
47:24You're basically as you're going about life, you're just documenting either by creating short videos, posting on x, images, stuff like that.
47:36And, you know, you're just trying to build in public as they say.
47:40Exactly. Yeah. And again, not to go too deep into this one, but the one point I wanna make here is, you know, a win doesn't need to be, Oh, I saved this person forty hours this month.
47:49Like a win is literally, Hey, this person texted me a question about JatGBT and I gave them a really good answer. And this is this was their question and this is what I said. Yeah.
47:58Like a win to you is probably a lot less significant than you realize and people can benefit from
48:05a lot of, you know, any sort of AI expertise or or, you know, quote unquote wins that you might have. And I think, I mean, people listening to this know about building in public and why it's important. I think what's hard about it is, especially in the early days, like, just don't have that much.
48:20You don't have that many wins. You don't have that much to say, quote unquote. So you have to, you know, manufacture a little bit of it and just and just think, okay, how can I create content that's highly valuable for for my ICP?
48:35And it might be, for example, you know, the one Chit Chat GBT prompt you need to see today, you know, and that's what it is.
48:45And you're just like, for, you know, ninety days, I'm gonna I'm gonna release a a prompt that I think is super valuable and the results, I'm gonna create a carousel, and I'm gonna stick to it. And hopefully by the end of the ninety days, uh, you know, as I'm getting clients, as I'm doing assessments, as I'm building this, you know, business, I I start getting real results.
49:08Right? I start getting real texts from people being like, implemented this. And then that's when you can layer on some of that stuff.
49:15Right. A 100%. So those are the seven ways to find clients.
49:19And then last but not least, this is my very favorite upsell of them all. Right?
49:24And we'll kind of we'll kind of go through this rather quick, but it's it's an impactful offer. This is what I call my AI concierge offer. Right?
49:32This is done with you consulting. And this is a method that I'm currently using to make over $1,000 an hour consulting with business owners. When I came up with this offer, again, didn't know if anybody was gonna buy this.
49:44So I started just telling everybody I talked to about it. Of the first six people that I told about this offer, I closed five of them and generated where I'm at 8 k I was at 8 k MRR in the first ten days.
49:57And I kept raising my price for everybody that said yes, and people kept saying yes. So there was clearly a demand here, and I'll I'll explain to you exactly what that is.
50:06So the offer, right, this is how we create monthly recurring revenue because it's a retainer where the client pays you every single month. So the offer in a nutshell is I'm doing two forty five minute calls per month with the client where I'm literally just on a Zoom call with them.
50:25They are sharing their screen and I am helping them use Claude CoWork and build Claude skills. That is it.
50:32Right? So again, from the assessment, the assessment might've uncovered opportunities for them to build skills or workflows for them to automate.
50:40It's such an easier upsell to say, hey, well, if you want me to do it with you, I can be your in house AI concierge and twice a month, we can do working sessions to build this stuff together. And that's, you know, when I started at twelve the first person I quoted at 1,200 a month, the next two at 1,500 a month, the, uh, fourth at 1,800 a month, and then the fifth at 2,000 a month.
51:01And so that's my current client roster. And think about it. If you're if they're paying you 1,500 a month for two forty five minute calls, your effective hourly rate is a thousand dollars an hour.
51:13Right? So that's how I mean, I'm not a big fan of trading my time for money, but for a thousand dollars an hour, I'm willing to do it. Right?
51:20And I think most people would agree.
51:22Yeah. I think one one interesting strategy here is on your website, on your landing page for this offer, what you can do is say like four spots only Yeah.
51:34At $800 a month, and then it goes to $1,200 a month. And then four spots there, and then it gets to $1,600 a month. So you want it when you're thinking about creating any offer in a service based business, I mean, you know, well, in product businesses too, but specifically with services, there needs to be some sense of urgency or else people really don't do anything.
51:54You the beauty about this business is there is some inherent built in urgency in the sense that AI is on everyone's minds right now. Yep.
52:03But you still need them to pull the trigger to hire you specifically as that person. Sometimes it's because they're like, Corey, he's the best.
52:11Or sometimes it's like, you know, Corey, I met him at this meetup and like I trust him. But sometimes it's, you know what, $800 a month feels like a fair price for these sets of deliverables.
52:25I'm gonna go do this and I don't wanna pay $1,200 a month. So that's just a little tip for people.
52:30100%. And something I've said repeatedly is that, you know, I have a lot of other stuff going on other than just this AI concierge offer. So I have five clients right now and I'm legitimately capping it at six.
52:42So every you'd better believe every time I get on a sales call with people, tell them like, I'm taking one more client for this offer. And I have two other calls this week with people interested. So like if you say no today and one of them says yes, I promise you I'm not working with you until one of my other people churn.
53:00Like you have to hold that obviously has to be legitimate scarcity, which it is for me. So that's, that's just a really good point. Now, so again, the offer two forty five minute calls a month.
53:09All we're doing is is building cloud skills. That's literally all we're doing. Um, in between calls, another piece of the offer is they get unlimited Voxer access to me with a twelve business hour response time.
53:22Now what I wanna specify here is that this it sounds like a lot. I said, well, shit. They're probably gonna be hitting you up twenty four seven.
53:29Guys, you get almost no messages. Like it's shocking. It's very, very high perceived value.
53:35Cause when you're pitching somebody, they're like, oh great. I have this guy on call to answer any questions I want anytime. The reality is of my five clients, only three of them have messaged me and they have messaged me once each over the last about two and a half months.
53:51So the Voxer workload is virtually zero, but very high perceived value. So that's the offer, right, in a nutshell. What do we actually do in the sessions?
54:00Like I said, the bulk of the sessions is spent teaching them how to use Claude CoWork, helping them build Claude skills. Now, the only thing that differs is on the very first call because most clients have not ever used Claude CoWork before, or if they have, they never like set it up properly.
54:18We actually built a Claude plugin that we give to the client that just walks them through a guided onboarding. So on that first call, I tell them, I'm like, hey, this first call, we're not building anything. We're setting the foundation.
54:31I'm gonna send you this plugin. I'm gonna handhold you through this onboarding. And on this onboarding, we are going to connect your tools.
54:39We are going to create your context files. We're gonna create your global instructions. I'm gonna show you what a scheduled task looks like, and I'm gonna show you what a skill does.
54:49That's all we're doing on call number one. So that way every call after that is 10 times more effective because we built that foundation. And again, every call after that, all we're doing is we're looking at their workflows and saying, okay, you know, you're currently doing onboarding like this.
55:05We're gonna run what I call AOA on every one of their tasks. Audit, optimize, automate. So audit, show me how you do it today.
55:14They walk through it. Optimize, let's cut the fat. It's 13 steps.
55:18Let's make it seven. Automate, let's turn it into a Claude skill. And it's rinse repeat for every one of their workflows as long as they're a client.
55:26Does that make sense? Yeah, for sure. So that is what we cover in the sessions.
55:32And then what makes it feel like a premium engagement? Well, before the first call, we send them a Google form, which is an onboarding form, which is almost like an additional mini audit. But the the point there is we ask them more pointed questions.
55:46Right? We're saying, you know, what ninety days from now, what would make this engagement feel like a win? And that's when they give you a very specific answer.
55:54And Greg, of my five clients, I think four of the five, we have already achieved their ninety day win and it's been about sixty days. And really we for a few of them, we did it in less than sixty days. Then you remind You're them
56:07like, oh, hey. Then you remind them, you know. Exactly.
56:11You know, hey, when you when we first started working together, you said this would be success, and, like, we exceeded that, and then you can upsell them again.
56:21You know what I mean? Yeah. Like, what what what what's more what there's all that's the thing about upselling is there's always there's always an upsell to the upsell to the upsell to the upsell.
56:31You know what I mean? Like Yeah. And, you know, you could say, well, I wanna focus like, I already have all these product offerings.
56:39I can deal with more product offerings. Maybe. But maybe you, you know, if it is working super well, can be like, you know what, I'm dropping two of my clients or I'm gonna wait, you know, maybe you don't wanna drop your clients, of course.
56:53But like, you wait until two churn. And once they've churned and you have more bandwidth, you're like, okay. I'm gonna put a $10,000 an hour package together or a $100,000 an hour package.
57:06And, you know, you can always go up market, up market, up market, and and make it more and more premium as things go on. People forget that. People forget that in services businesses that there's always a more luxury luxury luxury experience that a certain ICP is going to want.
57:23And by focusing on this group of people, you're kind of missing out on on those.
57:29That being said, it you have to take it one step at a time. Right? You can't do all at the same time and expect to have everyone.
57:36100%. Yeah. And and focus is key.
57:38And that's why for most people, what I tell them is, you know, do the assessment because that's relatively easy to fulfill and then choose one of the upsell options that we mentioned. Right? I I recommend AI concierge, but you might say, oh, I want to specialize in knowledge basis.
57:54Right? So I do an assessment and the or knowledge systems.
57:58Right? We do an assessment and then we build knowledge systems or we do an assessment and then we build Claude skills. So again, that's the offer in a nutshell.
58:06What makes it feel premium? Like I said, that that pre engagement form. And then we've actually got a one pager in Notion where all of their all the whole client engagement lives.
58:17And in particular, we have an inventory of everything we've accomplished together during the engagement. So that is what's staring them in the face that says, hey, we did this, this, this, and this this month. Okay.
58:28Yeah. I'm gonna keep paying Corey $1,800 because these things are impactful.
58:32So that Notion hub is always updated after every call. I email it to him after every call. We make it front and center.
58:38And that is the AI concierge engagement. And that is that's the full stack, man.
58:43That's everything. We just gave it all away.
58:46I appreciate it. The one thing I think that people need to reflect upon after understanding the stack is how can you make this unique to you?
58:55So if you live in a particular geography, if you understand a vertical better than anyone else, how can you niche this down and then niche it down some more so that when people are coming to you about this, it feels like you're the person for that.
59:13You know? I think that's a that's a really big important thing because there's thousands of people and we talked about this in the beginning.
59:20Yes. There's thousands of people starting things like this, and the pie is infinite.
59:26But, you know, what what's gonna, you know, attract the right client, what's gonna help you retain clients, what's help what's gonna help you make it easier and is going to be if you just focus on a particular ICP, a particular ideal customer profile, you you focus on attracting them, you know, just just really focus on them, And you're not just like, hey, I'm doing AI transformation.
59:57Like, come come work with me.
59:59Right. I think either being the go to guy in an industry or being a go to guy in a geographic area.
1:00:05Right? Yeah. So again, I'm in Charlotte.
1:00:07I'm sure I would be doing very well if I was the the AI guy in Charlotte. Right? And that's partially why I'm doing in person meetups.
1:00:15At the same time, if I had say ten years experience in financial services, well then I would probably be smart to brand myself as the AI guy for financial services or the guy who does AI assessments for financial services. You're gonna be able to charge more and you're gonna be able to you're you're less prone to pricing pressure when you when you've niched down like that and you have the the expertise to back it up.
1:00:39Corey, thank you so much for coming on the pod. I'll include links for where you can follow Corey on social and learn more about this business model.
1:00:49Corey, I know I know you've listened to the pod, so it's cool to have you on for reals, and
1:00:57this has been fun. I I learned a lot. Yeah.
1:01:00Thanks so much for having me, Greg. Really appreciate it. Later.
The Hook
The bait, then the rug-pull.
The pitch lands before the guest is even introduced: no audience, no capital, no coding required. What follows is a full teardown of a $999 diagnostic offer that turns into thousand-dollar-an-hour consulting work — the whole system, given away for free.
How they asked for the click.
MENTIONED ON CAMERA
FROM THE DESCRIPTION
PRIMARY CTAWhere the creator wants you to go next.
