The AI Assessment Masterclass ($1,000/hour AI startup guide) — Transcript
Full transcript
- 0:00I currently have five clients paying me
- 0:02anywhere between 1,200 and 2,000 dollars
- 0:04a month for 90 minutes of my time each,
- 0:07which works out to be over a thousand
- 0:08dollars an hour. And the service that
- 0:10I'm offering is dead simple. But what's
- 0:12interesting is the whole thing starts
- 0:14with a 999 dollar AI tools assessment.
- 0:17So in this episode, I'm walking through
- 0:19the full masterclass, the four phases of
- 0:21the assessment, the expansion menu of
- 0:23upsells that you can sell after the
- 0:25assessment, seven ways to find clients
- 0:27that require zero money or zero
- 0:29audience, and the AI concierge offer
- 0:32that's currently generating the highest
- 0:33dollar per hour of anything I've ever
- 0:35done. This is the full playbook. By the
- 0:37end of this episode, you'll be able to
- 0:39implement this entire business model for
- 0:41yourself. So let's dive in.
- 0:43All right, this is the full AI
- 0:45assessment masterclass. We're going to
- 0:46be going through the four phases of the
- 0:48assessment, the expansion menu, seven
- 0:50ways to sell it, and then the my
- 0:52favorite upsell of them all, the AI
- 0:54concierge upsell. So first and foremost,
- 0:57let's start with the AI tools
- 0:59assessment. So what is it first and
- 1:00foremost? So the AI tools assessment is
- 1:03where we sit down with a business owner
- 1:05for 45 minutes. We interview them on a
- 1:07Zoom call to pull out their pain points,
- 1:09and then we take that transcript of that
- 1:11call, we feed it to Claude, Claude
- 1:14analyzes their pain points, and then
- 1:16finds anywhere from three to seven
- 1:18off-the-shelf AI tools that the business
- 1:20owner can implement immediately to
- 1:23reclaim five to 10 hours per week or
- 1:25more. And then we deliver that all in a
- 1:26report, and then we can upsell the
- 1:28business owner on additional services
- 1:30after that. We charge 999 dollars for
- 1:34the AI tools assessment. So that is the
- 1:36business model in a nutshell, right?
- 1:39Now let's talk about each phase in
- 1:41detail. So let's talk about phase one,
- 1:43the discovery call. What do we say on
- 1:45this discovery call? How does it work?
- 1:47So it's a 45-minute call. You can do it
- 1:48on Zoom or on Google Meet. You've got to
- 1:51make sure you have an AI note-taker
- 1:52present in the call. I like to use
- 1:54Fathom. I think it's fathom.video. It's
- 1:56completely free.
- 1:58Now the purpose of this call is to pull
- 2:00out problems. All we're doing on this
- 2:01call is we are asking questions. We are
- 2:04not pitching, we are not prescribing, we
- 2:06are simply uncovering pain. So, the key
- 2:08questions to ask on this call are things
- 2:11like walk me through yesterday. What did
- 2:12you do yesterday in your job? What tasks
- 2:15do you dread? Where does work tend to
- 2:16pile up? What have you tried to automate
- 2:18in the past and then failed?
- 2:20All right, so that is all we're doing on
- 2:22the discovery call. We're pulling out
- 2:23those are those pain points and letting
- 2:25the AI note-taker transcribe the whole
- 2:28thing so that we have that transcript.
- 2:31Now, phase two, the AI analysis.
- 2:34So, during phase two, this is where and
- 2:36we've actually built a skill
- 2:39that in Claude, right, we can take the
- 2:41transcript, paste it into Claude, run
- 2:43the skill, and Claude does the full
- 2:46phase two for us in like 5 minutes,
- 2:48completely autonomously. Now, we
- 2:50actually give that skill to our AI
- 2:53Operator Academy community members. Um
- 2:55if you're interested in joining the
- 2:56community, the link's going to be in the
- 2:58description or in the show notes, but
- 3:01you could just prompt Claude yourself to
- 3:04uh to do this for you, right? It's going
- 3:05to take a little more time, and you're
- 3:07going to have to be a little more
- 3:08precise with your prompt. So, you could
- 3:10create a prompt, turn it into a skill,
- 3:12but at the end of the day, all we're
- 3:14doing is we're having Claude go out
- 3:15there and find, like I said, three to
- 3:17seven tools that fix the pain points
- 3:21that we identified from the discovery
- 3:23call. So, uh during this analysis step,
- 3:26Claude is going to pull out the actual
- 3:27pain points from the transcript, then go
- 3:29find the tools that fix those pain
- 3:31points, right? Claude is going to be
- 3:32able to catch patterns that you might
- 3:34have missed during the actual call
- 3:36itself.
- 3:38So,
- 3:39it's going to pull out those tool It's
- 3:40going to go and find those tools, and
- 3:42for the tools that it finds, sometimes
- 3:44you might find that it's not perfect,
- 3:46right? It might prescribe a tool that
- 3:48you don't agree with or you don't feel
- 3:50is a good fit. So, anytime that's the
- 3:52case, I like to go to a website called
- 3:55futurepedia.io
- 3:57or there's an AI for that.com.
- 4:00These are both big AI tools directories
- 4:04that have thousands of AI tools and
- 4:06they're geared they're uh
- 4:08grouped by industry.
- 4:10So, you can go and search for any tools
- 4:12that you might need to kind of fill in
- 4:14the gaps or anything that Claude
- 4:15couldn't find you. So, those are two
- 4:17really important websites for filling in
- 4:19the gaps of phase two. So, bottom line
- 4:21by the end of phase two, you're going to
- 4:23have three to seven tools that fix the
- 4:25pain points that you uncovered from
- 4:27phase one.
- 4:29All right. Now, phase three is the
- 4:31actual report. So, this is the
- 4:34deliverable that we show clients that uh
- 4:37includes all of our prescriptions, all
- 4:40of the tools that we found in phase two.
- 4:43And I'm going to show you guys in a
- 4:44second what the design template actually
- 4:46looks like, but at the end of the day,
- 4:47it just includes a few simple sections.
- 4:49We've got an executive summary, uh an
- 4:52effort versus impact matrix, the exact
- 4:55tool recommendations that we found in
- 4:57step two, a four-day quick win start
- 5:00plan, and the financial impact to their
- 5:02business. So, I'll show you guys exactly
- 5:04what that template looks like here in a
- 5:05second.
- 5:07All right. So, here's the actual report
- 5:10template that we fill in and give to
- 5:12clients. So, and you guys actually you
- 5:14can download this template completely
- 5:16free at audittemplate.ai.
- 5:19It's also going to be in the description
- 5:20and in the show notes. Uh I've
- 5:22open-sourced this template so you guys
- 5:23can go and plug and play and use it for
- 5:25your clients.
- 5:26But, at the end of the day, it's pretty
- 5:27simple, right? It's just nine slides. We
- 5:29got a a title slide, executive summary
- 5:32where we quantify the pain, the outcome,
- 5:34the primary focus, and the hours they
- 5:36can reclaim each week. Then, this is the
- 5:38effort versus impact matrix that we
- 5:40talked about. These are the quick wins
- 5:42where we just kind of very quickly
- 5:44summarize the quick wins.
- 5:46Recommended solution. So, this is where
- 5:48we lay out all the tools that we're
- 5:49prescribing.
- 5:50Four-day quick wins plan, the what comes
- 5:53after quick wins, which is where we kind
- 5:55of tee up any upsell opportunities for
- 5:57the client, and then the financial
- 5:59impact slide. Monthly net ROI, weekly
- 6:01time returned, total monthly tool cost,
- 6:04and then next steps, which is where we
- 6:06have a call to action button for them to
- 6:08schedule their review call, which is
- 6:10actually part four of the entire
- 6:14playbook. So, again, that's a report,
- 6:16pretty simple, and on phase four, that
- 6:19is where we schedule the review call,
- 6:21where we walk through the report with
- 6:23them in like a screen share format. So,
- 6:26we get on another call with the client,
- 6:28and we're screen sharing the report,
- 6:30right? We're walking through it and
- 6:31saying, "Hey, you had this pain point,
- 6:33well, this tool can solve it, and this
- 6:35is how much it costs, and this is how
- 6:37you set it up." We walk through each
- 6:39recommendation one by one, and then we
- 6:41ask some very important closing
- 6:43questions. Things like, "Well, which of
- 6:45these is the most urgent for you to
- 6:46implement right now? Do you want to do
- 6:48it yourself, or do you want help? And
- 6:50then what is your timeline for
- 6:51implementation?" Guys, 50 to 60% of the
- 6:54time they are going to want your help in
- 6:57implementing what you would prescribe to
- 7:00them, right? They're going to say, "This
- 7:01is great, but hey, I'm a business owner,
- 7:03I'm busy, I'm working 50-60 hours a
- 7:05week. I actually don't have time to
- 7:07implement this. Can I just pay you to
- 7:09help me do it?"
- 7:10And that is where we go next, right? So,
- 7:12that leads us in to the next part of the
- 7:16playbook, which is the expansion menu,
- 7:18right? That's where we say like $999 for
- 7:21the report, that's just the front door.
- 7:23Where we really make our money is in the
- 7:26expansion menu,
- 7:27and an AI concierge, which we will talk
- 7:30about towards the end of the episode.
- 7:32So, what's on the expansion menu? What
- 7:34can we sell them after we've uh sold
- 7:36them the assessment? So, for one, we can
- 7:39do a process redesign, right? This is
- 7:42where we look at a current process in
- 7:44their business and then we map it to
- 7:46what the ideal future state looks like.
- 7:49So, this is a real service. We've sold
- 7:50this anywhere from 3,000 3,500 dollars.
- 7:53For example, we had a client who was an
- 7:56e-commerce seller who had an advertising
- 7:59workflow that took them about 10 hours
- 8:00per week and we charged them 3,500
- 8:03dollars to look at the process as it is
- 8:05today and literally just optimize the
- 8:08process. Say, "Hey, right now the
- 8:10process is 18 steps. Here's what it
- 8:13would look like in a perfect world and
- 8:15it would be nine steps." So, we charge,
- 8:18like I said, 3,500 dollars for that and
- 8:20we didn't even automate anything. We
- 8:22didn't even implement AI. We just fixed
- 8:25the broken process first and then to
- 8:27automate that is a separate project,
- 8:30right? So, you can charge a lot of money
- 8:32to just simply fix people's broken
- 8:34processes. So, that's a great upsell
- 8:36that comes from the assessment.
- 8:39Next, we can sell this as a simple
- 8:40automation build. Something like, you
- 8:42know, a Zapier automation or a make.com
- 8:44workflow.
- 8:46This is usually best for just like a
- 8:48simple process that a business owner has
- 8:50that it's very clear, you know, that
- 8:52there's a simple input, there's a simple
- 8:54output, they're doing it manually and
- 8:56they need to automate it. So, those are
- 8:58you can charge, you know, 1 to 3K,
- 9:00sometimes 5, 6, 7K depending on the
- 9:03complexity, but a lot of times these are
- 9:05just a simple Zapier or make.com
- 9:08workflow automation build.
- 9:10Next, you've got things like knowledge
- 9:12systems. So, these are some of my
- 9:14favorite things to sell. This could be
- 9:16something like a second brain for a
- 9:18client. This could be something like a
- 9:21custom GPT. A great example of this is
- 9:24we've got a client who's a business
- 9:25broker and every time he lists a
- 9:29business for sale, he gets like 400
- 9:30emails from people who are interested in
- 9:33buying that business.
- 9:35And he was like, "Man, I wish I had like
- 9:37AI that they could just talk to to get
- 9:39answers to their questions cuz every
- 9:41time it's the same five questions that
- 9:43he's getting asked. So what we did is we
- 9:45built him a custom GPT trained on the
- 9:48marketing package for that for that
- 9:50listing. And so instead of giving out
- 9:52his email to interested buyers, he gave
- 9:54them a link to the custom GPT. And they
- 9:57loved it, right? Both the seller of the
- 9:59business and the potential buyers both
- 10:02gave him feedback that it was the best
- 10:04experience they've had with a broker.
- 10:07Because now they don't have to wait on a
- 10:08response from him. They can get their
- 10:09response immediately from the custom
- 10:11GPT. So that's a really good example of
- 10:14a knowledge system and we charge three
- 10:15grand for that.
- 10:17Next is a custom workflow. So this is
- 10:19where you could kind of mix and match
- 10:21things from the rest of the menu. So
- 10:23this could be like a prompt pack, a
- 10:25skill pack, templates, a Zapier build
- 10:28all in one, right? These are custom
- 10:30workflows. Usually it's going to be like
- 10:32a set of Claude skills that you build
- 10:34for the business owner. And depending on
- 10:37how much time it saves them, you can
- 10:39charge at least three to five K,
- 10:40sometimes more.
- 10:43Lastly would be a full implementation.
- 10:45So that is where you're combining, you
- 10:46know, most of if not all of the previous
- 10:50pieces of the expansion menu into more
- 10:53of a full implementation that you can
- 10:55charge anywhere from five to 10 K or
- 10:57more for. And you might be building them
- 10:59a custom AI agent, like a Hermes agent.
- 11:01Or you might be automating an entire
- 11:04customer onboarding workflow for an
- 11:05agency, for example. You can easily
- 11:08charge five to 10 K or more for that
- 11:10full automation.
- 11:12All right, now let's talk about how to
- 11:13sell it because that's everybody's
- 11:15biggest bottleneck. It's like, okay, I
- 11:16know I know how to build, I know what to
- 11:18say, but I don't know how to sell it. So
- 11:20there's seven ways that we can sell
- 11:23these automations or these builds or
- 11:25whatever you want to call them that
- 11:26don't require any money, they don't
- 11:28require you having an audience, they
- 11:30just require a little bit of hustle and
- 11:32grit. So, first and foremost is hosting
- 11:34an AI meetup, right? This is something
- 11:36I'm doing every month in Q3 here locally
- 11:39in Charlotte.
- 11:41It's where you go to a local co-working
- 11:43space, you partner with them, or you pay
- 11:45them a little bit of money to be able to
- 11:46rent their space, and you host a local
- 11:49AI for business meetup. And at this
- 11:52meetup, you simply spend 20 minutes
- 11:54teaching about one specific topic.
- 11:57Usually, it's just how do I use Claude?
- 11:59How do I use Claude co-work, right? And
- 12:01then you get people's contact
- 12:03information at the door, and you follow
- 12:05up with them within 24 hours and offer a
- 12:08free mini AI assessment, and then upsell
- 12:11them on the full assessment from there.
- 12:13So, this is a method that takes a little
- 12:15bit of time to compound. Really, in
- 12:17month one are you going to get a client?
- 12:19Maybe, maybe not. But by month three,
- 12:22five, six, etc., you will have
- 12:25established a really good local network.
- 12:27You'll get a lot of leads from this, and
- 12:28you will be the go-to person that people
- 12:30think of when they think of AI because
- 12:32you're the host of the meetup.
- 12:34Next is to door knock local businesses.
- 12:37I had a guy DM me on Instagram recently
- 12:40talking about how he went up inside to
- 12:4330 different local businesses in his
- 12:45town and did exactly what I said
- 12:48earlier. He pitched them on a free mini
- 12:50AI assessment, and of those 30, he set
- 12:54up five meetings, and of those five
- 12:56meetings, two of those people became
- 12:57clients. So, this is like old school.
- 13:00Nobody wants to do it. Most people are
- 13:02too afraid to do it. But if you need a
- 13:04client today or this week, this is the
- 13:07way to do it. Go knock on the door by
- 13:09going into a local business, asking to
- 13:10talk to the owner, ask to talk to the
- 13:12manager, and offer them a free 15-minute
- 13:16AI assessment, and then upsell them into
- 13:17the full one.
- 13:20Third, LinkedIn DMs, right? Another one
- 13:22that's pretty simple that anyone can do.
- 13:25You're just going to target CEOs or
- 13:27entrepreneurs who have anywhere from 10
- 13:29to 50 employees. You're going to look
- 13:31for people in your local area on
- 13:33LinkedIn, and you're going to simply ask
- 13:35about their pain points and ask about
- 13:37how they're using AI. We're not going to
- 13:38pitch in the first message. We're just
- 13:41probing to get a feel for how are they
- 13:43using AI today. If we send 20 DMs a day
- 13:47for 30 days, we are 100%
- 13:50going to schedule meetings. That is a
- 13:51guarantee. And again, the key is asking
- 13:54about pain. We're not pitching. And
- 13:55again, we can offer the free mini
- 13:57assessment as a lead magnet to get them
- 14:00on the hook and get them on a call to
- 14:01then upsell them the full assessment.
- 14:05Next is free audits, right? Free
- 14:08assessments. Exactly what I was saying
- 14:09for all the other methods, really this
- 14:11is the method you should start with
- 14:13because we're reaching out to our
- 14:15existing network. So, this is where we
- 14:17are sending text messages to 10, 15, 20
- 14:20people that we already know, that
- 14:22already know us, that we know are
- 14:24business owners either from church, or
- 14:26from the gym, or from the kids' school,
- 14:28or wherever. We're sending them text
- 14:30messages saying, "Hey, I'm offering free
- 14:33AI assessments. It's a 15-minute
- 14:35assessment where we uncover one
- 14:38bottleneck in your business. If it
- 14:40works, if you like it, I'd love to get a
- 14:42testimonial and I'd love to talk to you
- 14:43about the full paid assessment. Are you
- 14:45interested?" That's all we're doing
- 14:47here. Super simple. You're going to get
- 14:49a couple of deals from that.
- 14:51Five is agency partners. So, going out
- 14:54there and finding, you know, the
- 14:55coaches, or the agencies, the
- 14:56accountants, the CPAs, the attorneys,
- 14:59the people out there who already have
- 15:01clients that are your ideal client, and
- 15:04offering to be a AI referral for them.
- 15:07So, think about your CPA, right? Chances
- 15:09are your CPA has 50 or 100 clients. All
- 15:14of those clients want to know more about
- 15:15AI. And they're You bet they're asking
- 15:17your CPA about AI, and he doesn't know
- 15:20how to answer. So, if you go to him and
- 15:22say, "Hey, whenever your clients have
- 15:23questions about AI, send them to me. I'm
- 15:25happy to help." You can become the AI
- 15:28guy for your other professionals in your
- 15:30life, and then you can create a really
- 15:33good mutually beneficial referral
- 15:35relationship there. If you end up doing
- 15:37business with any of their clients, you
- 15:39kick them back 10%. It's that simple.
- 15:43Next is office hours. So, this is where
- 15:45you approach a local co-working space,
- 15:49and you offer to host a free weekly AI
- 15:52office hours at the co-working space.
- 15:54Now, this is hugely beneficial to both
- 15:56you and the co-working space, because
- 15:58the co-working space gets a free AI
- 16:01workshop for their tenants, so it's a
- 16:03huge value add for people that are
- 16:05already there and people that are
- 16:06considering paying to be a part of that
- 16:08co-working space, and it's a huge
- 16:10benefit to you because you get a captive
- 16:13audience of people who are interested in
- 16:15AI, who are already business owners, in
- 16:18person, that trust you because they're
- 16:19in person with you, and you can turn
- 16:21those people into paying clients. In
- 16:23fact, we had a guy we have a guy in our
- 16:26AI Operator Academy community named
- 16:28Dennis, who did his very first free AI
- 16:31office hours at a co-working space this
- 16:34week. He posted a picture in the
- 16:36community. He had about nine people show
- 16:38up, and two of those people turned into
- 16:40warm leads that he has follow-up calls
- 16:43with, and he very will very likely will
- 16:45turn them into paying clients. All
- 16:47because he contacted a
- 16:49a co-working space, pitched them on
- 16:51doing a free AI office hours. Him and
- 16:54his brother showed up and educated the
- 16:55room for an hour, and he got two really
- 16:58qualified leads out of it, and they're
- 16:59going to turn into deals.
- 17:01Now, the last one is post your wins,
- 17:04right? This is one that a lot of people
- 17:06are afraid to post their wins. They
- 17:08think that they're bragging, or they
- 17:09think that nobody cares, or they think
- 17:11that, you know, it's arrogant, but it's
- 17:13really not. If you get a win for for
- 17:15client, or even if you just answer
- 17:17somebody's question about AI. Like it
- 17:19could be that simple. Screenshot the
- 17:21text message with permission, of course,
- 17:23post it on LinkedIn and say, "Hey, my
- 17:25friend Dave had this question about how
- 17:27to use Claude CoWork. This is the answer
- 17:29that I gave him. I'm sure a lot of other
- 17:31people have that same question. Hope
- 17:32this helps." It can be that simple,
- 17:35right? Simply documenting your results,
- 17:37posting your wins as much as you can. I
- 17:39understand if you're early on, three to
- 17:41five times a week might be a stretch
- 17:43because you don't have that many wins.
- 17:45The bottom line is whenever you get a
- 17:47win, post about it. And do that for 90
- 17:50days, and you're going to be top of mind
- 17:52in the minds of your ideal prospect. And
- 17:55when it's time for them to hire somebody
- 17:57for AI, or it's time for them to want to
- 17:59learn about AI, you're going to be the
- 18:01first person that comes to mind.
- 18:03All right. So, all of that is great, but
- 18:05what I think is the very, very best part
- 18:07of this entire video and of this entire
- 18:09process is the AI concierge offer. This
- 18:12is my very favorite thing to upsell
- 18:15after a paid assessment, even more so
- 18:17than everything on the expansion menu.
- 18:20So, what is AI concierge? This is a
- 18:22done-with-you consulting offer, right?
- 18:25So, this is a a monthly retainer. This
- 18:27is monthly recurring revenue, where we
- 18:30sit down with the business owner for two
- 18:3345-minute calls per month.
- 18:35And they share their screen, and we are
- 18:37literally helping them implement AI,
- 18:40build Claude skills to automate some of
- 18:43the tasks that are in their business.
- 18:45And again, this is done-with-you. We're
- 18:47not having to build some fancy
- 18:48automation. We're not having to go off
- 18:50and spend 6 hours on a weekend building
- 18:52like a Zapier flow. We're doing two
- 18:5445-minute calls a month. That's it.
- 18:56That's the whole deliverable.
- 18:58In between calls, we are giving them
- 19:00unlimited access to us via Voxer, which
- 19:03is a walkie-talkie app.
- 19:06And what you'll find is that nobody even
- 19:08hits you up on Voxer, right? It is a
- 19:10high-perceived value. The client sees
- 19:13unlimited access and they're like, "Oh,
- 19:14this is great. I can call Corey whenever
- 19:16I need to help me with any AI problems."
- 19:19Realistically, nobody ever calls. I've
- 19:21been doing this for 3 months. I have
- 19:23five AI concierge clients. I have gotten
- 19:25a grand total of four Voxer messages and
- 19:30only from two clients. Three of the
- 19:32clients have literally never even hit me
- 19:33up on Voxer. So, it's a very high
- 19:35perceived value, but uh nobody ever
- 19:38really uses it even though they can and
- 19:39they should.
- 19:41Right? And we promise a 12-business-hour
- 19:43response time. So, it's like, "Hey, if
- 19:45you hit me up on Voxer, I will respond
- 19:47in 12 business hours or less."
- 19:50Now, when you're charging $1,200 a month
- 19:53for two 45-minute calls, really your
- 19:56hourly rate is about $750 per hour. When
- 19:59you're charging $1,500 a month, your
- 20:02hourly rate is $1,000 an hour. And when
- 20:05you're charging $2,000 a month, your
- 20:07hourly rate is about $1,250 an hour.
- 20:10Now, I have five clients on this offer
- 20:13right now. One at 1,200 a month, two at
- 20:161,500 a month, one at 1,800 a month, and
- 20:18one at 2,000 a month. So, all in all, my
- 20:21my blended hourly rate is like 16 or 17
- 20:25or sorry,
- 20:26$1,100 or $1,200 an hour, something like
- 20:28that. Uh so, this is a really high
- 20:31dollar per hour service that is 99.9%
- 20:35net margin.
- 20:36All right, so that is the offer. What do
- 20:38we cover in the actual sessions, right?
- 20:40What do we actually do with the client?
- 20:42So, on the very first call, what we do
- 20:45is we set them up with Claude Co-work.
- 20:47We onboard them to Claude Co-work. We do
- 20:50things like set up their context files,
- 20:53set up their global instructions,
- 20:55connect their tools, all the things that
- 20:57we need to do inside Claude Co-work to
- 20:59make the rest of our engagement together
- 21:0110 times more successful. We do all of
- 21:03that on call one. And we actually built
- 21:06a Claude plugin that we give to our AI
- 21:09operator academy community members that
- 21:12they can literally download, give to
- 21:14their clients, and it's a guided
- 21:15onboarding that they can walk through
- 21:17with their clients. So, the client runs
- 21:19this plugin
- 21:21and it literally walks them through,
- 21:22"Okay, here's how we build your contacts
- 21:24files. Here's how we generate your your
- 21:26your global instructions. Here's how we
- 21:28connect your tools." And then we are
- 21:30just on the call to babysit the client
- 21:32through that. So, our community members,
- 21:34we give that plugin to them. And that's
- 21:36what I do for my clients. I literally
- 21:38email them the plugin and walk through
- 21:40it with them on the first call.
- 21:43Now, for every call after that, we are
- 21:45literally just building skills for their
- 21:47existing workflows. All right? So, we
- 21:50are running what we call AOA, audit,
- 21:52optimize, automate, on all of their
- 21:54workflows one at a time.
- 21:56So, we are auditing the workflow by by
- 21:59saying, "Okay, hey, show me how you're
- 22:01doing this task today. Walk me through
- 22:03it." They walk me through it on screen.
- 22:05And then we O, we optimize, right? We
- 22:08cut out the fat. Usually, it's a 15-step
- 22:11process that only needs to be eight. So,
- 22:13we fix the process first, and then we A,
- 22:16automate, which means we just turn that
- 22:18into a Claude skill. So, I'm sitting
- 22:20there with them. They're sharing their
- 22:21screen inside their Claude, and I'm
- 22:23telling them, "You know, type this.
- 22:25Prompt this.
- 22:26Connect this tool. Make this fix."
- 22:28Right? We're literally just coaching
- 22:30them on how to use Claude Co-work. That
- 22:32is the entire model. That's all we do on
- 22:34every call.
- 22:36Right? And then lastly, what makes it
- 22:39feel premium are all the bells and
- 22:41whistles that we include with the offer
- 22:44itself. So, before we start the the the
- 22:47first call, we send them an onboarding
- 22:50form, right? This onboarding form gives
- 22:53us a big inventory of everything that
- 22:55we're going to cover during the
- 22:56engagement. So, it says things like,
- 22:59"You know, what is your biggest What
- 23:00would be your biggest win over 90 days
- 23:02for this engagement? And they might say
- 23:04something like, "Oh, well, if we
- 23:05automated XYZ task, that would be the
- 23:0890-day win." And they just kind of give
- 23:09us all their goals for this engagement,
- 23:12which literally turns into the road map
- 23:14of everything that we complete over the
- 23:16course of 90 days. So, that's a a
- 23:18questionnaire that we send them before
- 23:20call one.
- 23:21It takes them maybe 10 minutes to
- 23:23complete, but we can jump right into
- 23:25call one and hit the ground running
- 23:27instead of having to figure out where to
- 23:29start on the call. So, it just makes the
- 23:31engagement feel a lot more professional.
- 23:34Next, we give them uh actually a a
- 23:36one-pager in Notion that is kind of
- 23:39their client hub, right? So, this is
- 23:41where all of their client information
- 23:43lives. This is where their call
- 23:44recordings live. This is where we list
- 23:46out the top three takeaways from each
- 23:48call. This is where we list out um the
- 23:51action items from each call. And most
- 23:53importantly, where we list out an
- 23:55inventory of everything that we built on
- 23:58the call. So, inside that Notion hub, we
- 24:01say things like, "Okay, today we built
- 24:03these three context files, and we built
- 24:05these two skills, and we generated these
- 24:07global instructions." So, they can look
- 24:09at that Notion and be like, "Oh, wow,
- 24:11this is everything we built together.
- 24:13We're really moving the needle. This is
- 24:15a lot of deliverables. I'm going to keep
- 24:17renewing every month." Right? So, it's
- 24:19these little bells and whistles that we
- 24:20include with the engagement that make it
- 24:22feel premium, that make it feel worth
- 24:25them paying anywhere from $1,200 to
- 24:27$2,000 a month.
- 24:30So, that is the full um AI concierge and
- 24:34AI assessment modules in a nutshell.
- 24:36Again, this is in my opinion, AI
- 24:38assessment's best startup idea of 2026.
- 24:41Anybody can sell them. You don't need
- 24:43experience. All you're doing is asking
- 24:45questions and prescribing tools. It's so
- 24:47simple. AI concierge is a bit more
- 24:49advanced, but if you have that um you
- 24:52know, that consulting mindset and you
- 24:54have the ability to no-code co-work and
- 24:57teach it at a high level, you can easily
- 24:59make a thousand dollars per hour being
- 25:01an AI concierge.
- 25:03Again, if you guys want the the report
- 25:07template for the assessment, that's in
- 25:09the description in the show notes. If
- 25:11you guys want this full diagram here,
- 25:13also going to be in the description in
- 25:15the show notes, completely free for you
- 25:17guys. And if you want to learn how to do
- 25:19this at an even deeper level and have my
- 25:22support and accountability in answering
- 25:23all your questions and facilitating this
- 25:25for you, then I encourage you to join
- 25:27our AI operator academy community.
- 25:30Again, link in the description and in
- 25:32the show notes. Thank you so much for
- 25:33watching / listening, and I will be back
- 25:35soon.
About this transcript
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