Build With AI

I sat down with Mark Fershteyn, who spent seven years building a B2B SaaS company, raised $8 million, and eventually walked away from it — because on nights and weekends he started doing AI consulting and training for companies, and in six months of part-time effort it surpassed the $500K ARR his seven-year startup had built. Mark breaks down the exact offer ladder he's using to make money with AI trainings and implementations, starting with paid in-person workshops as low as $500 a head all the way up to six-figure AI transformation builds. We get into how he prices workshops, why he treats them as a lead magnet instead of the main event, and how one good workshop turns into a $25K-$50K custom build for a company. By the end of this episode, you'll have a clear playbook for turning AI knowledge into a paid workshop business, even if you're starting with zero audience. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro 00:30 - Mark's $8M SaaS wind-down after 7 years 02:00 - Consulting income beats 7 years of ARR in 6 months 03:00 - The 7 different AI offers he's tested 04:00 - How in-person workshops are structured and run 05:00 - First workshop: $500/head, 15 people via Eventbrite 06:00 - Why the 45+ demographic is hungry for AI training 07:00 - Walking through the live offer-ladder diagram 08:00 - Workshop + assessment pricing: $15-25K 09:00 - His ICP for workshops and when he says no 10:00 - Advice to niche down by industry or persona 11:00 - Charlotte realtor example and per-head pricing 13:00 - Working backward from client value to set price 15:00 - What he upsells after the workshop 16:00 - Building custom AI operating systems for teams 17:00 - Case study: 7-hour staffing process cut to 15 minutes 19:00 - Build pricing: $25-50K over three to six weeks 20:00 - Why he avoids maintenance retainers 23:00 - His ideal offer ladder and a future $49 entry offer 26:00 - Advice for starting workshops with zero experience 28:00 - Using a cheap public workshop as lead gen for six-figure deals Key Points Mark's AI consulting and training side hustle surpassed $500K in ARR in six months of nights-and-weekends effort, beating the mid six-figure run rate his seven-year, $8M-funded SaaS company had built — which is part of why he wound the company down. His first paid workshop was $495–$500 a head, four hours long, and pulled 15 people through nothing more than Eventbrite and cold LinkedIn outreach asking people if they knew anyone in the area who'd be interested — proof you don't need an existing audience to start. His offer ladder runs free artifact or skill, to a paid assessment, to an in-person workshop priced $15K–$25K for a half day to two days, to a custom AI operating system build priced $25K–$50K over three to six weeks, with a retainer as the optional final rung. Workshops aren't the real business — they cap out at a couple hundred thousand dollars a year because of the hours involved. The real money is in the custom builds a good workshop uncovers, so he'll sometimes turn down a workshop entirely if there's no clear upsell path behind it. His pricing rule: work backward from the value the client will realize in the low, mid, and best case, then charge roughly 20% of that number — a CEO of a 150-person company can support a much higher price than an individual realtor because the multiple on outcome is bigger. He deliberately avoids sitting on retainers collecting maintenance fees, saying that if he's still needed for maintenance months later, it means he failed to actually train the client's team and hand the system off. His advice to anyone who wants to start running AI workshops with no track record: pick an industry you already know, run a cheap public workshop to build a case study and reputation, say yes when people ask you to bring it to their company, and figure out fulfillment as you go. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim FIND MARK ON SOCIAL Website: https://masteringai.io Email: mark@masteringai.io

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about In this episode, I sat down with Dino Watt, an orthodontics industry consultant with zero technical background, who used the exact AI Operator Academy playbook to land a $30,000 consulting deal in under three months. Dino walks through his entire funnel live: a $97 workshop that pre-sold assessments before he ever taught it, a $797–$997 paid AI assessment, and a standout add-on nobody else is doing, an AI-generated explainer video that turns his report into a seven-minute video his clients can forward straight to a business partner or spouse. He breaks down the actual numbers: $5,734 collected before a single sales call, a 44% close rate, and a $5,000-a-month, six-month AI Concierge retainer closed off the back of an assessment he got paid to deliver. By the end of this episode, you'll have a full blueprint for turning a paid workshop into a five-figure retainer, even if you've never written a line of code. Timestamps: 00:00 - Intro: meet Dino Watt 00:50 - Not technical, dyslexic, no coding background 01:35 - Joining AI Operator Academy with his wife Shannon 02:39 - The $30K AI Concierge retainer overview 03:09 - Using Claude to build his podcast slides live 04:55 - The filter: effectiveness, efficiency, quality 05:27 - Pricing the $97 workshop and early bird upsells 06:20 - Upselling the $997 paid assessment 07:20 - Doing the assessments and giving one testimonial freebie 08:29 - Booking the follow-up call off the explainer video 09:30 - Why he charges $5K/month over six months, not $2K 11:45 - Solve rich people problems 12:48 - Walking through the full deliverable package 13:19 - The one-pager and proof kit 13:34 - Why he built a 7-minute NotebookLM explainer video 15:49 - How the explainer video preempts objections 17:39 - Selling to secondary decision-makers without being in the room 19:14 - His real numbers: $65,734 from one $97 workshop 20:37 - Why he'd scale this into in-person workshops 22:41 - Where to follow Dino and final thoughts Key Points Dino closed a $30,000 AI Concierge retainer, $5,000 a month for six months, despite having dyslexia, no coding background, and no marketing expertise. Proof the AI Operator Academy playbook works for anyone willing to run it as taught. His funnel gets him paid at every single step. A $97 workshop with a built-in $497 early-bird upgrade to the paid assessment, then a $797–$997 assessment, then the retainer. He made $5,734 before he ever got on a sales call. From one $97 workshop with 20 attendees, Dino generated $65,734 in total tracked value and a 44% close rate turning assessments into retainers. His standout move: he runs the finished assessment report through NotebookLM (Gemini) to generate a seven-minute AI explainer video, then sends it to the prospect ahead of the sales call. It becomes an asset the client can forward to a spouse, partner, or financial advisor who needs to sign off. He charges $5,000 a month on a six-month contract instead of pitching a flat total, and always frames the price against the dollar savings ("pay $30K to get $250K back") rather than naming the full number upfront. His advice to new operators: don't overcomplicate the discovery questions. Even with 15 years of orthodontic industry expertise, his actual assessments still trace back to the same core questions taught in the program, deep industry knowledge just makes the calls longer, not more accurate. He never pitches the retainer as the only option. Every prospect is told they can take the full assessment blueprint to any AI developer they want. That transparency, plus already being a paying customer, is what makes them choose to hire him instead. Claude, used to build the presentation deck and customize the assessment questionnaire for the orthodontics niche - https://claude.ai NotebookLM (Gemini), used to turn the finished assessment into a seven-minute explainer video for prospects - https://notebooklm.google AI Operator Academy, the community where Corey and Dino teach people how to sell AI assessments and AI Concierge retainers - https://aoa.community FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim FIND DINO ON SOCIAL Instagram: https://www.instagram.com/dinowatt/

Grab the free Mini AI Assessment Playbook here: https://corey-ganim.kit.com/0cea7ca381 In this solo episode, I break down the exact offer ladder that's letting complete beginners hit $10K a month selling AI services without a single cold call, cold email, or DM. I walk through the three rungs — a free 15-minute mini AI assessment, a $999 paid AI assessment, and a $1,000–$2,000/month AI Concierge engagement — and show you the real math behind why you only need four AI Concierge clients and four paid assessments a month to hit that number. I get specific on who your ideal client actually is, the exact text message script to send your warm network, and the pricing mistakes that keep people underpaid doing this work. By the end of this episode, you'll have the full playbook to land your first paying AI client this month, plus a free download to run it yourself. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: the laziest way to $10K a month 00:30 - The opportunity and the offer ladder overview 01:45 - Why anyone can do this (no cold outreach required) 02:45 - Your ideal customer: 3–20 employees, 500K–10M revenue 04:30 - The real pain point: "where do I start," not an AI problem 06:00 - Becoming the technical translator and prescribing tools 07:30 - The three-rung offer ladder explained in full 09:30 - Pricing and margins: 98% net margin math 11:00 - The $1,000-an-hour AI concierge breakdown 12:00 - Getting your first client: list, text, upsell 14:00 - The exact text message script to send 15:00 - Turning every "no" into a referral 16:00 - Mistake #1: running out of your warm list 16:45 - Mistake #2: underpricing the AI concierge offer 18:00 - Mistake #3: not qualifying leads before the free assessment 18:45 - Next steps and how to join AI Operator Academy Key Points The whole business runs on one offer ladder: a free 15-minute mini AI assessment that finds one pain point and prescribes one tool, upsold into a $999 paid assessment that prescribes three to seven tools, upsold into a $1,000–$2,000/month AI Concierge engagement to implement it all. The math is simple: four AI Concierge clients at $1,500/month plus four paid assessments at $999/month gets you to $10K a month, and AI Concierge fulfillment is just two 45-minute calls per month per client. This is close to a 98% net margin business. The only cost of goods is a $20/month Claude subscription — no team, no overhead, nothing else required to fulfill any of these offers. The client acquisition system is three steps: make a list of 50 people you already know, send one specific text message offering a free mini assessment, then upsell. Send 50 texts and you can expect 15–25 mini assessments booked and 5–7 paying clients. Every "no" is still a win — ask for two referrals every time, whether you get a yes, a no, or no response at all. About 50% of nos turn into one or two referrals. Never price AI Concierge under $1,000/month. Anchor to the hours you save the client, not the hours you spend — one AI Operator Academy member just closed a client at $5,000/month for six months. Qualify before you assess. The ideal client has three to 20 employees doing $500K to $10 million a year in revenue — solopreneurs usually can't afford the follow-through, even if they want in. Claude - the AI tool used to fulfill every AI Concierge engagement, and the only real cost of goods in this entire business at $20/month - https://claude.ai FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Grab the free AI Concierge Playbook, the full step-by-step implementation guide to build this offer yourself https://corey-ganim.kit.com/cde665995b In this solo episode, I break down my AI Concierge offer, the exact system that's paying me over $1,000 an hour for two 45-minute calls a month and Voxer access to me in between. I walk through why so many business owners stall out with AI tools on their own, the AOA framework we use to fix a broken process before we ever automate it, and the four deliverables that make up the entire engagement: the intake form, the strategy calls, unlimited Voxer access, and the Notion Hub that keeps clients renewing every month. I also open up the real numbers, going from zero to $8,000 in monthly recurring revenue in 10 days, and show you exactly how to price this so you're making $1,000+ an hour doing it. By the end of this episode, you'll have the full offer breakdown to copy and paste directly into your own business. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: the $1,000 an hour AI Concierge offer 00:35 - The opportunity: done-with-you AI consulting for small business owners 02:10 - Zero to $8K MRR in 10 days from six conversations 03:15 - The problem: business owners stuck working in, not on, the business 05:00 - Why AI tools stall without fixing the process first 05:45 - The ideal client: wants a partner, not a course or a black-box agency 06:45 - Free AI Concierge Playbook and the AI Operator Academy business-in-a-box 08:15 - The intake form: no form means no call 10:00 - The two monthly 45-minute strategy calls 10:45 - The AOA framework: Audit, Optimize, Automate 12:30 - The first call: onboarding clients to Claude Cowork with a custom plugin 14:15 - Voxer: unlimited walkie-talkie access between calls 15:45 - The Notion Hub: the retention weapon 17:30 - Pricing and margins: how to price and when to raise your rates 18:45 - Capping clients and using scarcity to sell the offer Key Points AI Concierge is done-with-you consulting: an intake form, two 45-minute strategy calls a month, unlimited Voxer access, and a shared Notion Hub. No churned clients so far and an effective rate north of $1,000 an hour. The AOA framework is the whole methodology: Audit the manual process, Optimize it by cutting the fat (most 15-step processes only need nine), then Automate it into a Claude skill. Automating a broken process just speeds up the inefficiency, so the order matters every time. The ideal client doesn't want a course and doesn't want a black-box agency. They want a partner sitting beside them on the call, walking them through it step by step, so they actually understand what was built and how to maintain it. The intake form is a hard requirement before the first call. It surfaces the three tasks eating the client's week and asks what process they'd pay the most to never do again, which tells you exactly where to start the engagement. Voxer access is high perceived value and low fulfillment. Clients rarely use it, but knowing they can reach you anytime makes the retainer feel worth every dollar. The Notion Hub logs every call, recording, summary, and top-three takeaways at the call level, and doubles as the renewal weapon. Two Claude skills fill it out and draft the follow-up email automatically, so updating it takes about 30 minutes per call. Never charge less than $1,000 a month for this offer. Raise your price by $250 to $500 every time you close a new client, and if nobody's saying no, your price is too low. Jotform, the intake form tool with a direct Claude connector - https://www.jotform.com Claude / Claude Cowork, used to build the intake form, run the AOA framework live on calls, and onboard clients with a custom plugin - https://claude.ai Notion, home of the client-facing Notion Hub that logs every call, recording, and takeaway - https://www.notion.so Voxer, the walkie-talkie app used for unlimited between-call access - https://voxer.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Grab the free Mini AI Assessment Playbook that walks through the exact 15-minute assessment used to open doors with local businesses: https://corey-ganim.kit.com/0cea7ca381 In this solo episode, I break down the seven laziest ways to sign AI clients fast, no audience, no ad spend, no capital required. I walk through exactly how I landed seven qualified leads and a paying client from 90 minutes of effort spending zero dollars, then hand you the same playbook: hosting an AI for Business meetup in your city, door knocking local businesses, LinkedIn outreach that doesn't read like AI spam, free AI audits for your warm network, partnering with agencies and consultants who already have the clients you want, hosting AI office hours at a local co-working space, and posting your wins on social media to stay top of mind. Every method is built around one truth: you don't need to be an expert, you just need to be the first credible person who shows up with a plan. By the end of this episode, you'll have seven concrete, low-cost ways to become the go-to AI person in your city, starting this week. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps: 00:00 - Intro: the laziest ways to sign AI clients 00:25 - Why local AI expertise is such a low bar to clear 01:30 - The problem: business owners drowning in repetitive work 02:35 - Method 1: Host an AI for Business meetup 05:20 - How to run the meetup format start to finish 07:00 - Method 2: Door knocking local businesses 08:45 - The free mini assessment playbook and the paid upsell 10:00 - Method 3: LinkedIn outreach done right 11:30 - Method 4: Free AI audits for your warm network 13:00 - Method 5: Partner with agencies and consultants 14:20 - Method 6: Host AI office hours at a co-working space 15:30 - Method 7: Post your wins on social media 16:30 - Recap and how to join AI Operator Academy Key Points: The bar to being "the AI guy" in your city is shockingly low. You don't need to be a big social media name, you just need to know more about AI than the local business owners who don't know where to start. Hosting a free AI for Business meetup is the highest-leverage method on the list. One meetup in a rented co-working space room, cost about $100, produced seven qualified leads and a paying client within a week. Door knocking still works better than almost anything else. One listener knocked on 30 businesses and landed five meetings and two paying clients in a week; another closed a client off a single door knock the same day. LinkedIn outreach only works if you never pitch in the first message. Send 20 personalized DMs a day to local business owners with 10 to 50 employees, ask what's annoying about their day-to-day, and you'll land a paying client in three weeks or less. Your first paying client is probably already in your phone. Texting 30 to 50 people in your warm network for a free 20-minute AI audit converts at a high enough rate that even the "no's" turn into referrals. Partnering with agencies, coaches, accountants, and realtors turns them into an unpaid sales team. Offer 10 percent of any deal that closes and follow up every two to three weeks until you're the first person they think of. Posting your wins doesn't require big results or a big following. Screenshotting a single answered question with permission and posting three to five times a week for 90 days is enough to become the person your network thinks of when they think of AI. Links mentioned: Luma – simple event registration page for hosting local meetups -https://lu.ma Eventbrite – event registration platform for local meetups - https://www.eventbrite.com Meetup.com – event registration and discovery platform for local meetups - https://www.meetup.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Grab the exact step-by-step plan to land local AI clients in 30 days : https://link.excalidraw.com/l/4z8Z2Lyybfg/2pMiTnq0qvf In this solo episode, I break down the highest-ROI play I've found for landing AI clients without posting content or sending a single cold email: hosting a monthly AI for Business meetup in your own city. I walk through how I built mine in Charlotte from 25-30 people at the first event to a partnership that's set to bring 50+ to the next one, and exactly how the meetup feeds into the two offers that actually make money, the $999 AI Tools Assessment and the $1,000-$2,000/month AI Concierge retainer. I share the free Claude prompt I used to build the entire event structure and marketing plan, the exact Facebook group script that gets you 10-15 signups, and the three biggest mistakes that kill this strategy before it compounds. By the end of this episode, you'll have a step-by-step plan to fill a room with local clients in the next 30 days. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: the AI for Business meetup opportunity 00:45 - What the meetup is and why it beats content or cold outreach 01:45 - The two ways clients come from this event 02:45 - Why non-technical local business owners are your ideal client 03:45 - The opportunity: everyone else is hiding behind a screen 05:15 - The offer stack: meetup as the front door 06:15 - The AI Tools Assessment explained ($999, 45 minutes) 07:15 - The AI Concierge retainer and AI Operator Academy 09:00 - The free Claude prompt that builds your whole event 10:15 - Pricing and margins on the assessment and concierge 11:45 - Step-by-step plan to fill your first meetup 13:45 - The hack: partnering with a local Facebook group owner 15:15 - How to close the room with a simple CTA 16:45 - Three pitfalls that kill this strategy (and the fixes) 19:00 - Your next step and how to join AI Operator Academy Key Points Hosting a free monthly AI for Business meetup at a local co-working space generates clients, referrals, partnerships, and speaking opportunities without any content creation or cold outreach. Clients come from this event in two ways: ideal clients who attend and want to buy, and other AI-niche people at the event who refer you business from their own networks, often more of the latter than the former. The meetup is the front door, not the offer. The real revenue comes from two back-end products: a $999 AI Tools Assessment (a 45-minute conversation that produces a report of three to seven off-the-shelf AI tools to reclaim 5-10 hours a week) and an AI Concierge retainer at $1,000-$2,000/month for done-with-you implementation. The math works out to roughly $500/hour on the assessment and $667-$1,333/hour on concierge work, meaning two assessments and one concierge client from a single meetup can mean $3,000-$4,000 in one evening. In-person trust compounds faster than digital trust. You can build more rapport in 30 seconds face-to-face than in six months of content or cold DMs, and most local business owners don't trust internet "experts" they've never shaken hands with. Partnering with the owner of a large local Facebook group as a co-host is the single biggest lever for turnout. Approaching a group owner with a done-for-you pitch (you bring the expertise, they bring their audience) can multiply attendance from 12-30 people to 50+. The three biggest ways this strategy fails: low turnout at event one (fix: co-host with a group owner and post in 5+ Facebook groups, not one), pitching too hard (fix: teach for 15-20 minutes before a soft 30-60 second CTA), and quitting after one event instead of locking a recurring monthly date so referrals can compound. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

In this solo episode, I fire up Codex's voice mode with zero plan and challenge it to build me a real business from scratch in under 30 minutes, an idea to offer to a list of leads I could walk in and pitch today. I talk Codex through five AI service business ideas, land on a "local lead and reputation engine" for service businesses, and have it apply Alex Hormozi's $100 Million Offers framework to turn it into something a business owner would feel stupid saying no to. From there I built a live website using Codex Sites and went to find 10 real local businesses near me in Charlotte, with no digital presence, sorted by walking distance so I could hit all 10 in an hour. By the end of this episode, you'll see exactly how I went from nothing to a working offer, a website, and a prioritized prospect list, without touching my keyboard once. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps: 00:00 - Setting the challenge: idea to offer to leads in 30 minutes 01:30 - Brainstorming five AI service business ideas with Codex 03:00 - Landing on appointment recovery plus review growth 05:00 - Applying Hormozy's $100 Million Offers framework 07:30 - Building the actual offer and pricing structure 09:30 - Crafting the one-liner pitch for walking in cold 11:00 - Choosing the tech stack: why GoHighLevel wins 13:00 - Working around businesses that already have a CRM 15:30 - Building a live website with Codex Sites in three minutes 18:00 - Walking through the finished Signal Local website 21:00 - Setting lead criteria: good reviews, poor digital presence 23:00 - Codex researches and ranks 10 local leads by proximity 25:00 - Reviewing King Auto Repair and Plaza Tire and Auto 27:00 - Why this is a no-brainer offer for mom-and-pop businesses 28:30 - Doing it all hands-free, even from your phone 29:30 - Join AI Operator Academy Key Points I never typed a single word. The entire idea, offer, website, and lead list were built through a live voice conversation with Codex, which means this same process works while driving, walking, or doing anything else. The strongest offer bundled two services into one: instant replies and follow-up texts for missed calls (speed to lead) plus automated, personalized review requests after every completed job. I had Codex run that combo through the $100 Million Offers framework to make it irresistible. GoHighLevel was the pick for the tech stack because it can either run standalone or sit alongside a business's existing CRM, and a huge number of local businesses, even established ones, aren't using a CRM at all. That gap is the lowest-hanging fruit. Codex Sites built a full one-to-two-page website with a logo, headline, value prop, and a working "book a consultation" button in about three minutes. Four years ago, that same site would have cost around $5,000 and taken three weeks. For lead-finding, the filter that matters isn't industry, it's digital presence. Good Google reviews plus no website (or a Google Business page that just links to Facebook) is the signal of a mom-and-pop shop that's leaving money on the table. Codex sorted the 10 leads by proximity to my neighborhood so I could walk the route in order instead of driving across town, and it added direct links to each business's Google Business page so I could pull them up instantly from my phone. Real example: King Auto Repair has a 4.5-star rating with 251 reviews and unanswered one-star complaints, but no website and no way to book online. The only way to do business with them is to show up or hope someone answers the phone. That's the entire opportunity in one business. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

In this solo episode, I walk through the exact three-stage roadmap I used to build my AI services business past $10K a month in under a year: the free mini assessment, the paid assessment, and the AI concierge model. I break down what each stage actually looks like on a call, how to price them (including the exact math that gets you to 10K/month), and the three biggest ways this business breaks if you're not careful. I also hand you my AOA framework - Audit, Optimize, Automate - which is literally how I turn a client's manual process into a Claude skill during every concierge engagement. By the end of this episode, you'll have the full playbook for landing your first AI services client and scaling to recurring revenue. Grab all the free resources mentioned in this video: https://corey-ganim.kit.com/6a4bf70e48 Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 Overview of the three-stage roadmap to 10K/month 01:15 Stage 1: What a free mini assessment actually is 03:00 Stage 2: The paid assessment (3-7 tools vs. 1) 04:30 Stage 3: The AI concierge recurring revenue model 06:00 The AOA framework: Audit, Optimize, Automate 07:00 Why unlimited Voxer access is high perceived value 07:45 The math: How many clients you need to hit 10K/month 09:00 Who to sell this to (ideal client profile) 10:00 Action step: Text 10 business owners today 11:00 Three ways this business breaks (and how to avoid them) 12:00 How the free assessment call actually runs 14:00 How the paid assessment works and quantifying ROI 17:30 How AI concierge calls run using the AOA framework 19:30 Pricing strategy: Raise by $250 every time you get a yes 20:30 Recap and where to get the free resource library Key Points The business runs in three stages: a free mini assessment to get testimonials, a paid assessment ($500-$2,000) to prove deeper value, and AI concierge (done-with-you consulting) for recurring revenue. The free mini assessment is intentionally small: a 15-minute call to identify one pain point, followed by a 5-10 minute call to prescribe one tool or workflow. No implementation, no building — just a roadmap. Only do this for your first one to three contacts to earn testimonials. The paid assessment is "the free assessment on steroids" — a 45-60 minute discovery call that surfaces 3-7 opportunities, scored on an effort-versus-impact matrix to find the high-impact, low-effort quick wins. Priced at $500 to start, with $1,000 as the sweet spot and $2,000 as the ceiling once you have proof. AI concierge is where the real money is: two 45-minute strategy calls a month plus unlimited Voxer access, priced $1,000-$2,000/month, using the AOA framework (Audit the manual process, Optimize it, Automate it into a Claude skill inside Claude Cowork). The math to 10K/month: 10 AI concierge clients at $1,000/month, 7 at $1,430/month, or 5 at $2,000/month — all before counting a dime of assessment revenue. The best clients are owner-led service businesses doing $3-10M+ in revenue with repetitive manual work, visible bottlenecks, and budget — they already know they need AI, they just don't know where to start. The three ways this breaks: doing free implementation work instead of stopping at the roadmap, letting concierge calls turn into unlimited ad hoc Zoom sessions instead of a fixed cadence, and building a custom tool stack for every client instead of standardizing on Claude Cowork and Claude skills. Raise your price by $250 every time a prospect says yes — if someone pays $1,000, pitch the next person $1,250, and keep climbing until people start saying no. SaneBox – the AI email triage tool most commonly prescribed during assessments to cut hours of inbox time - https://www.sanebox.com AI Tools Assessment Report template – the free consulting-style report template used to deliver paid assessment roadmaps - https://audittemplate.ai Voxer – the walkie-talkie app used to offer unlimited AI concierge access with a 12-business-hour response window - https://voxer.com Claude Cowork – the tool used to build and standardize Claude skills for every AI concierge client - https://claude.ai FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

In this solo episode, I break down a hidden Codex feature most people are sleeping on and show you exactly how to turn it into a client-getting machine. I walk through the entire offer from scratch: how to target local service businesses with bad or missing websites, how to use Codex Sites to build them a free homepage preview in under two minutes, and how to turn that free preview into a paid website, a monthly care plan, and eventually an AI assessment and managed AI services retainer. Then I open up Codex live, off the hip, and build a real homepage for an actual Charlotte pressure washing company using voice mode, find their broken quote form, fix it, and generate outreach templates to contact the owner directly. By the end of this episode, you'll have a full repeatable playbook you can run on literally any local service business in your area. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps: 00:00 - Intro to the Hidden Codex Feature 00:45 - Picking the Target: Local Service Businesses to Go After 02:15 - Building the Free Codex Sites Homepage Preview 03:45 - Pitching the 2-Minute Loom Walkthrough 04:30 - Pricing the Full Paid Website Build 05:15 - The $99–$299/Month Care Plan Upsell 06:00 - Uncovering Speed to Lead & Follow-Up Problems 07:30 - Selling the $1,000 Paid AI Assessment 08:45 - 3 Pitfalls: What NOT to Do When Pitching 10:30 - Live Demo: Talking to Codex in Voice Mode 12:00 - Finding a Local Business & Building the Site 14:30 - First Look at the AI-Generated Homepage Draft 16:00 - Comparing It to the Real (Broken) Website 18:00 - The Audit: Uncovering a Broken Quote Form 20:00 - Iterating Live: Fixing Logo, Layout & Quote Form 24:00 - Testing the New Speed to Quote Form 27:30 - Finding the Owner's Contact Info & Socials 30:00 - Drafting Outreach Email, Text & Cold Call Script 33:00 - How to Attach the New Site to the Client's Domain 35:00 - Wrap-Up & AI Operator Academy Invite Key Points The best prospects for this offer are mom-and-pop local service businesses selling a higher-ticket service (tree services, roofers, HVAC, commercial pressure washing) that have great Google reviews but a weak or missing website, and where you can reach the owner directly by phone. Codex Sites lets you build a fully custom, hosted homepage in minutes using nothing but voice chat, using only verified public information about the business so you're not misrepresenting them to a prospect. The free homepage preview is a foot-in-the-door offer, not the moneymaker. The real path is: free preview to paid website ($500–$1,000) to a $99–$299/month care plan to a $1,000 paid AI assessment to ongoing managed AI services that can run $1,000–$2,000+ a month. Never let Codex invent facts about a business, never promise traffic you can't control (sell trust instead), and never upsell before you've actually delivered — those are the three fastest ways to torch your credibility with a cold prospect. In the live demo, Codex found a real Charlotte pressure washing company, built a homepage with a working speed-to-quote form in about five minutes, and the form actually generated a real quote range ($975 to $3,225) and let the user text themselves the estimate — instantly beating the business's real website, whose quote form was completely broken. Codex can research the business owner's contact info, LinkedIn, and social channels, then draft a full outreach sequence (email, text, cold call script, DM script) for you, giving you seven-plus ways to get in front of a decision-maker without writing a single word yourself. If a prospect worries about the technical side of attaching a new website to their existing domain, the answer is the same as everything else in this workflow: ask Codex to handle it. It's turnkey and can be bundled into the price you charge for the build. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Find the exact 10-page prompt I used to build this app here: Steal the prompt I used to build the SEO machine in Letaido All Ahrefs customers get 1 month of Letaido for free. Sign up for Ahrefs here: https://ahrefs.com/ Right now there's a massive opportunity in AI that most companies have no idea how to solve: they don't know how to show up in AI search results. In this solo episode, I walk through how to build a standalone app inside Latito (Ahrefs' new agentic tool) that finds exactly where your competitors are getting cited by ChatGPT, Gemini, and Perplexity while you're invisible, then writes, previews, and one-click publishes content to close that gap. I show the whole build end to end, from the exact prompt I used to generate the app, to pulling live opportunity data on real competitor sites, to publishing a finished article straight to my website. By the end of this episode, you'll have a repeatable system you can turn around and sell to local and mid-size businesses as an AI visibility audit, a content service, or a full monthly retainer. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Why AI Search Visibility Is the Opportunity Right Now 01:30 - Introducing Latito: Ahrefs' Agentic SEO/GEO Tool 02:30 - The Exact Prompt Used to One-Shot the App Build 04:00 - Setting Up Brand, Competitors & Target Platforms 06:30 - Finding Opportunities: 47 AI Answers Analyzed in Seconds 08:00 - Breaking Down the Top Opportunity ("What is Poppy AI for?") 10:30 - How a Competitor's Article Is Winning AI Citations 12:00 - Generating a Competing Article Automatically 14:30 - Why AI Search Rewards Numbered Lists, Tables & FAQs 16:00 - Previewing the Article Before Going Live 18:00 - Turning Off Test Mode & Publishing to the Live Site 20:00 - Tracking Daily AI Citation Performance Over Time 21:30 - 4 Ways to Monetize This as a Service Key Points Traditional SEO has shifted into GEO/AEO (generative/AI engine optimization) — the game now is getting cited inside AI answers on ChatGPT, Gemini, Perplexity, and Copilot, not just ranking on a Google results page. The Latito app connects directly to Ahrefs' data to scan AI answers across all platforms, flag which competitors are getting cited, and surface content gaps as concrete "opportunities" ranked by how winnable they are. In one demo run against two real competitor sites, the app pulled 47 AI answers, found 47 answers where the brand was missing, and narrowed that down to 5 final content opportunities worth acting on. The app doesn't just diagnose the gap — it writes a full article (with meta description and URL slug), validates its own draft for quality, and lets you preview it live on your actual site before anything goes public. AI citation engines consistently favor a specific content structure: numbered lists, comparison tables, and FAQ sections at the end are what get pulled into AI answers, and the generated article included all three by default. Publishing is deliberately friction-heavy for safety — you have to verify facts and sources, then type PUBLISH in all caps before anything pushes live to the site via GitHub/Vercel. Once published, the app tracks daily whether your brand is mentioned, whether your page is cited, and your AI share of voice against competitors — the exact data needed to sell this as an ongoing retainer with a monthly ROI report. Latito - the agentic SEO/GEO tool from the makers of Ahrefs used to build this app - https://www.letito.app FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

In this solo episode, I break down the exact 7 AI service offers that small business owners are lining up to pay for right now, starting with the one that requires zero AI experience to sell. I walk through the what, why, build process, and real pricing for each one, from the $999 AI assessment that converts 50-60% of clients into bigger engagements, to the AI concierge retainer that's currently my biggest personal income stream, to full implementations that can run $5,000 to $10,000 or more. I share real client stories along the way, including a fintech CEO whose weekly memo process we cut from two hours to 15 minutes, and an Amazon seller whose 25-step ad reporting process we trimmed to 10. By the end of this episode, you'll know exactly which offer to start with, how to price each one, and how they stack into each other so you're never stuck pitching something you're not ready to fulfill. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: The 7 AI Offers Small Businesses Want 00:20 - Offer 1: The AI Assessment (What, Why, Build, Price) 02:40 - Free Report Template (audittemplate.ai) 04:00 - Offer 2: The AI Concierge (Corey's Top Income Offer) 06:30 - Turning Client Intake Forms into Claude Projects & Skills 07:40 - Concierge Pricing & Effective Hourly Rate Math 08:40 - Client Story: Automating a Fintech CEO's Weekly Memo 09:40 - Offer 3: Process Redesign (Fixing Broken Workflows First) 11:20 - Case Study: Cutting a 25-Step Amazon Ad Process to 10 12:20 - Offer 4: Simple Automation Builds with Zapier & Make.com 13:40 - Case Study: Automating a Wedding Venue's Asana Onboarding 14:50 - Offer 5: Knowledge Systems (Custom GPTs Trained on Client Data) 16:10 - Case Study: Business Broker's Custom GPT Cuts 500 Emails to 10 17:10 - Offer 6: Custom Workflows & Claude Skills 18:30 - Case Study: The Podcast Production Orchestrator Skill 19:50 - Offer 7: Full Implementation (Mix and Match Everything) 21:00 - Why You Start with the Assessment, Not the Full Build Key Points The AI assessment is the best offer to start with because it requires no AI expertise to sell. It's a paid diagnostic: a 45-minute interview uncovering bottlenecks, delivered as a report showing 3-7 off-the-shelf AI tools the business can implement immediately. Priced at $999, and 50-60% of clients convert into a bigger implementation engagement. The AI concierge is a done-with-you monthly retainer where you sit side by side with the business owner and turn their manual processes into Claude skills. Priced at $1,000-$2,000 a month for two 45-minute calls, which works out to $750-$1,250+ an hour, because you're pricing on hours saved for the client, not hours worked. Never automate a broken process. A process redesign strips the waste out of a workflow before any AI or automation touches it. One Amazon seller paid $3,500 just to cut his 25-step, 10-hour-a-week ad analysis process down to 10 steps and about an hour a week, before automation was ever on the table. Simple automation builds using Zapier or Make.com work best when the input and output are concrete and repeat the same way every time. A wedding venue business paid $1,500 to fully automate a manual Asana onboarding duplication task that was eating an hour of a project manager's time every week. Knowledge systems are custom GPTs or Claude projects trained on a client's content to answer repetitive questions. A business broker went from 500 buyer emails per listing to about 10 after we built a custom GPT trained on his marketing package, priced at $3,000. Custom workflows turn a client's existing scattered AI use into one-click Claude skills. One client's podcast production process, previously 30-45 minutes of manual copy-pasting into ChatGPT, became a five-minute run of an orchestrator skill. This tier prices at $3,000-$5,000, based on the deliverable, not the hours. Full implementation is the mix-and-match top tier, combining any of the previous six offers into one engagement priced at $5,000-$10,000 or more, plus a monthly retainer worth roughly 10% of the build price to maintain it. Don't pitch this until you've done 5-10 smaller projects first. Links mentioned Free AI assessment report template, the exact one used to deliver $999 assessments - https://www.audittemplate.ai Fathom, the AI notetaker used to transcribe discovery calls - https://fathom.video Claude, used to analyze call transcripts, find matching tools, and build client-specific Claude Projects and skills - https://claude.ai Gamma, one of the tools used to build assessment report deliverables - https://gamma.app Jotform, used to build the AI concierge client intake form - https://www.jotform.com Zapier, used for simple workflow automation builds - https://zapier.com Make.com, used for simple workflow automation builds - https://www.make.com Asana, the project management tool automated in the wedding venue case study - https://asana.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

If you use BOTH the following link and code COREY, you'll get your first 3 days of Orgo free, then 20% off your first 3 months: https://www.orgo.ai/?r=COREY I sat down with Phil Goodwin, a completely non-technical designer who sold his last business this past November and, just months later, built a managed AI agent business he now runs under the name Sidecar. Phil walks through his exact stack, how he prices setup fees and monthly per-agent retainers, and the "guinea pig" pitch he used to land his very first paying clients without a following or an email list. We get into real client use cases (a one-man directional drilling company, a short-form video editor), the group-chat trick he uses so clients actually learn to talk to their agent, and a dead-simple weekly value tracker that quantifies exactly why a client should keep paying every month. By the end of this episode, you'll have a working blueprint for pricing, pitching, and delivering a managed agent offer even if you've never written a line of code. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: The Promise of This Episode 00:41 - Phil's Non-Technical, Design-First Background 02:43 - What "Managed Agents" Actually Means 04:14 - Coaching Plus AI Employee, Not Plug-and-Play 05:31 - How Phil Built Agents for Himself, Then Friends 08:23 - Setup Fee Plus Per-Agent Pricing Model Explained 09:55 - Why "We Fix It Before You Notice" Is the Real Value Prop 11:53 - Real Client Use Cases Across Industries 12:30 - Drilling Company Client and the Telegram Group Chat Trick 15:21 - The Value Ledger: Tracking Hours and Dollars Saved Weekly 17:00 - Short-Form Video Editing Use Case 18:41 - Give Agents a Human-Readable Source of Truth, Not Just Markdown 19:53 - Finding First Clients Through Friends and Referrals 23:21 - Pick the Offer You Enjoy Fulfilling, Not Just the Lucrative One 24:31 - The Exact Text Phil Sends to Pitch Free "Guinea Pig" Work 26:29 - Pricing Breakdown: From $250/Month to a $1,500 Setup 29:37 - Should You Skip the Free Phase and Go Straight to Paid? 31:23 - Step One Advice: Pick Orgo and Land Your First Client 34:22 - Where to Find Phil and Sidecar Key Points Managed agents aren't plug-and-play. Phil's offer is a hybrid of coaching, consulting, and a deployed AI employee — he acts as the ongoing manager of the agent, not just the person who installed it, which is why clients pay a few grand a month instead of walking away after setup. Phil started by pricing pure infrastructure setups at $500, then raised it to $1,000, $1,500, and $2,000 as people kept saying yes — but he learned that handing off infrastructure without ongoing coaching causes clients to abandon the agent within weeks because they don't know how to talk to it. His current pricing model is a setup fee plus a per-agent monthly fee, a deliberate departure from flat unlimited-agent pricing (like the $5K/month unlimited model his podcast guest Nick uses) because most clients only need one or two agents, not unlimited access. The single most valuable "pro tip" from this episode: have the agent maintain a value ledger that logs every task it completes and assigns it a time and dollar value, then send the client a weekly report. One client saved 63 hours and $6,300 in his very first week — a number that makes churn almost impossible. Phil sets up a three-way Telegram group chat with himself, the client, and the agent, so the client can watch him interact with the agent and learn how to prompt it, while Phil can see exactly what tasks are being requested and coach in real time. Client acquisition ran entirely on free work and referrals — no social following required. Phil did free setups for close friends to get testimonials, and those friends referred him to paying clients in bigger cities, expanding a small-town Georgia network into clients across the country. Not every profitable offer is the right offer for you. Phil explicitly avoids multi-tool consulting and audits (the AI Concierge model) because it's not what he enjoys fulfilling — his advice is to find the intersection of what's lucrative and what you actually want to deliver. Orgo, an AI agent infrastructure platform - https://orgo.ai Watch Corey's prior episode with Nick, co-founder of Orgo, referenced in this conversation - https://www.youtube.com/@coreyganim Sidecar, Phil's managed AI agent service (Sidecar SMB, with an enterprise tier in development) - https://runsidecar.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim FIND PHIL ON SOCIAL Phil’s X: https://x.com/fhlcreative Sidecar Website: https://www.runsidecar.com/

Try Hyperagent for free ($1,000 free credits for first 1,000 signups): https://www.hyperagent.com/corey Want the exact prompts I used to build these agents? Download them free here: Steal the 4 Exact Prompts I Used to Launch an AI Services Business From Scratch . Copy, paste into Hyperagent, and your lead gen + outreach agents are live today. In this solo episode, I kick off a four episode series where I build an AI services business from scratch and prove exactly how many days it takes to land a paying client using 100% cold outreach, no audience, no network, and a hard cap of 60 minutes of work per day. I walk through why I'm targeting tree service companies in Charlotte, North Carolina, the dead-simple $500 offer I'm selling them (a website, an AI lead intake agent, and a Google Business Profile cleanup), and then build the first agent in the fleet live inside Hyper Agent, the Prospector, which scrapes the web, finds and cleans a full lead list, and gets our outreach machine ready to go. By the end of this episode, we have 98 verified leads, a live sales pipeline dashboard, and a full outreach script pack ready to start texting, calling, and knocking on doors in episode two. Timestamps 00:00 - Intro: Proving Anyone Can Land an AI Client 01:24 - Series Constraints: Cold Outreach Only, 60 Minutes a Day 02:19 - Why Tree Services in Charlotte Are the Target Niche 03:35 - Backup Niches: Pressure Washing, Junk Removal, Driveways 04:02 - The Offer: $500 Website Plus AI Lead Intake Plus GBP Cleanup 05:07 - The 5-Agent Fleet Hyper Agent Will Give Away in Episode 4 05:55 - Agent 1: The Prospector, Scraping and Cleaning Leads 06:31 - Agent 2: The Opener, Writing Texts, Calls, and Replies 07:16 - Agent 3: SiteSmith, Building Free Lead-Magnet Websites 08:17 - Agent 4: The Fulfiller, Delivering the Paid Engagement 08:56 - Agent 5: Account Manager, the $100/Month Upsell 09:49 - What Each of the Four Episodes Will Cover 13:03 - Building the Prospector Agent Live in Hyper Agent 19:03 - Running the Lead Scrape in Plan Mode 21:03 - Hyper Agent Auto-Discovers a Marketplace Skill on Its Own 24:26 - 8 Sub-Agents Dispatched to Research Leads in Parallel 24:52 - Results: 494 Businesses Found, 98 Qualified, $151 in Credits Spent 25:56 - Touring the Leads' Broken, Missing, or Hijacked Websites 30:03 - Reviewing the Auto-Branded Live Pipeline Dashboard 31:29 - Building the Opener Agent and Its No-Pitch First-Text Rules 37:04 - The Finished Outreach Scripts and Objection Responses 41:38 - Episode 1 Recap and What's Coming in Episode 2 Key Points The series has a strict scoreboard: the day counter only stops when a Stripe invoice is actually paid, not on a verbal yes, and every constraint (cold outreach only, 60 minutes a day) is designed to strip away any advantage so the process is copyable by anyone watching. Tree services in Charlotte were chosen because the industry hasn't been consolidated by private equity, it's high ticket (multiple thousands per job), buyers often hire whoever picks up the phone first during emergencies, and most operators don't have a working website. The offer is deliberately underpriced at $500 flat for a hosted website, a speed-to-quote AI lead intake agent, and a Google Business Profile cleanup, specifically so price can never be the reason the challenge fails. Five agents get built across the series and given away free in episode 4: the Prospector (finds and cleans leads), the Opener (writes texts, call scripts, and objection replies), SiteSmith (builds the free lead-magnet websites), the Fulfiller (delivers the paid engagement end to end), and the Account Manager (a $100/month maintenance upsell). The Prospector agent scraped 494 businesses, verified down to 98 qualified leads with mobile numbers and no working site, and did it by autonomously deploying 8 sub-agents to search different cities in parallel, all for about $151 in credits. While building the plan, Hyper Agent independently found and installed a "Small Business Website Builder" skill from its own marketplace, without being asked, because it judged the skill relevant to the task. The Opener agent's first-touch texts follow strict rules: under 160 characters, no links, no emojis, no mention of AI, websites, or marketing, signed only "Corey," written casually enough (using local phrasing like "y'all") to read as a neighbor texting, not a company pitching. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Download the exact blueprint behind Nick’s always-on AI agent Dewey, with its own cloud computer, phone, email, payment card, and password vault and start texting your own in about two minutes (free). Nick and I both use Orgo to build and deploy our managed agents. If you use BOTH the following link and code COREY you'll get your first 3 days of Orgo free then 20% off your first 3 months. Orgo - Computers for AI agents | Orgo Nick Vasilescu is back on the pod, and this time he's showing exactly how his personal AI agent, Dewey, is running his managed agent business for him. I sat down with Nick, co-founder of Orgo, to break down how Dewey builds, deploys, and even supports client agents inside Slack and iMessage with zero hands-on work from Nick. We get into the full 80/20 tech stack he uses (harness, model, computer, memory, connectors), how he closed another $5K/month client and had their agent live within 48 hours of the wire hitting his account, and the B2B2B insight that's making these deployments sticky: building an agent for a client that they then resell to their own customers. By the end of this episode, you'll understand exactly what tools to stack together to build your own AI employee and how to turn that into a productized, recurring managed agent business. Timestamps: 00:00 - Intro & What You'll Learn From This Episode 01:29 - Meet Dewey, Nick's Personal AI Agent 02:03 - Watching Dewey Onboard a Client Agent Into Slack Live 04:00 - Hermes Maker Hiring Forward Deployed Engineers Signals Opportunity 09:02 - Orgo Elevator Pitch: Purpose-Built Cloud Computers for Agents 12:05 - Orgo Discount Code: 3 Days Free + 20% Off 3 Months 13:02 - Spinning Up Agents From Templates With the Nick Stack 15:32 - Productizing Agents So You're Not Rebuilding From Scratch 19:50 - Why a Client Pays $5K a Month for a Managed Agent 22:56 - The B2B2B Model: Reselling the Agent to Your Client's Customers 27:22 - Breaking Down the Full Agent Stack: Harness, Model, Computer, Memory & Connectors 33:01 - From Paid Invoice to Live Agent in 48 Hours 36:24 - Turning a Granola Call Transcript Into Agent Skills 39:27 - Why Paid Assessments Are the Perfect Lead-In Offer 41:02 - Where to Find Nick & Follow His Work Key Points The service layer of deploying AI agents into businesses is the real opportunity right now. Hermes's creators are hiring forward deployed engineers to deploy agents into enterprise, which validates that this is a venture-scale market — and the SMB and mid-market tier beneath enterprise is wide open. Dewey, Nick's personal agent, does the actual fulfillment work: he builds client agents from scratch, onboards them into Slack, texts customers on iMessage to fix issues, and manages the entire agent fleet without Nick touching a keyboard. Newer models are increasingly choosing computer use over MCPs or connectors because they're trained on human behavior — they operate a full desktop the way a person would, which is why Orgo gives agents a real computer instead of a headless sandbox. Nobody pays $5K a month for a managed agent unless it makes them money. The unlock isn't always a direct-revenue agent like sales or speed-to-lead — it can be a B2B2B model where you build the agent for a client, and they productize and resell it to their own customer base, creating true stickiness since their revenue now depends on your infrastructure. The core agent stack breaks down into a harness (OpenClaw or Hermes) powered by a model (Grok or GPT-5.6), running on a persistent computer (Orgo), with its own email and phone (Agent Mail, Agent Phone), a knowledge base (Obsidian), persistent memory (Honcho.dev), and tool connectors (Composio). Speed to value matters enormously: the same day a client wires their first payment, their agent should already be live and something should be visibly built for them — that immediate reciprocity builds trust fast. Building is commoditized. The real skill today is asking the right discovery questions, understanding a client's workflow, and knowing which tools to hand off to your agent — which is exactly why paid audits and assessments work so well as a lead-in offer. The Agent Bundle - bundle of Agent Card, Agent Mail, and Agent Phone (plus an Orgo computer) for around $20/month, from the "agent mafia" - https://www.theagentbundle.com Honcho.dev - managed persistent memory layer so an agent remembers context across Slack, Telegram, and every other channel - https://www.honcho.dev Composio - free tool connector layer that gives agents read/write access to Gmail, calendars, and other platforms - https://composio.dev Higgsfield - AI creative generation tool Dewey uses to make thumbnails and short explainer videos - https://higgsfield.ai vidIQ - YouTube research tool Dewey uses to find high-performing videos and build winning thumbnails - https://vidiq.com Latitude.so - observability platform for monitoring agent conversations and catching customer sentiment issues - https://latitude.so Obsidian - knowledge base tool Nick wires into his agent's stack - https://obsidian.md Apify - scraping connector used to source leads that get enriched via Clay - https://apify.com Clay - lead enrichment platform connected via MCP - https://www.clay.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim FIND NICK ON SOCIAL X: https://x.com/nickvasiles YouTube: https://www.youtube.com/@nickvasiles Website: https://www.orgo.ai

In this episode, I sit down with Greg and give away the entire playbook behind our AI Tools Assessment offer, the simplest AI-powered business model you can start in 2026 with zero AI skills, zero audience, and zero capital. I walk through the exact four-phase process we use to run a $999 assessment for small business owners, the client-facing report template (which you can download for free), and the six-item upsell menu that turns a $999 foot-in-the-door offer into $3K, $5K, and $10K+ engagements. I also break down my current AI Concierge retainer, which is generating me over $1,000 an hour, and the seven no-capital, no-audience client acquisition methods I'm using right now to fill my pipeline. By the end of this episode, you'll have the full stack: the offer, the fulfillment process, the upsells, and how to actually go get clients. Grab the free AI Tools Assessment report template (built in Claude Design, plug-and-play for your own clients): https://audittemplate.ai Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: The Simplest AI Business Model of 2026 02:00 - Why Give Away the Entire Playbook (Blue Ocean Opportunity) 03:30 - The AI Tools Assessment Offer Explained ($999, 45 Mins) 05:00 - The 5-Hour Guarantee & Average Client Results 09:00 - Phase 1: The Discovery Call & The Magic Wand Question 13:00 - Phase 2: Feeding the Transcript to Claude for Tool Research 15:00 - Quality Assurance & Making Judgment Calls 18:00 - Best Tool Directories: Futurepedia & There's An AI For That 19:30 - Phase 3: Building the Client Report in Claude Design 24:00 - Free Download: The AuditTemplate.ai Report Template 27:30 - The Effort vs. Impact Matrix & Quick Wins 32:00 - Why Most Recommendations Are Simple SaaS Tools (Not Big AI) 34:00 - Phase 4: The Review Call & The 3 Closing Questions 37:30 - Upsell 1: Process Redesign (Fixing Broken Workflows First) 39:00 - Upsell 2: Simple Zapier, Make & n8n Automations 41:00 - Upsell 3: Knowledge Systems (The Business Broker Example) 43:30 - Upsell 4: Custom Claude Skill Workflows & Retainers 46:00 - Upsell 5: Full Implementation Packages 47:30 - 7 Ways to Find Clients With No Capital or Audience 59:30 - The AI Concierge Offer: $1,000+/hr Done-With-You Consulting 1:05:00 - The AOA Framework: Audit, Optimize, Automate 1:07:00 - Why Niching Down Is the Key to Pricing Power 1:09:00 - Wrap-Up Key Points The AI Tools Assessment is a $999, 45-minute structured interview where you prescribe three to seven off-the-shelf AI tools that reclaim at least five hours a week for the client, backed by a 100% money-back guarantee if you can't find that time. The fulfillment process is four phases: a recorded discovery call to surface pain points, feeding that transcript to Claude to research matching tools, building a templated client report in Claude Design, and a review call that ends with three closing questions to surface the upsell. A confused mind doesn't buy, doesn't implement, and doesn't upsell. The report is built around an effort versus impact matrix that isolates "quick wins," a four-day quick start plan, and a financial impact slide that shows exact monthly ROI. There are six upsells after the assessment: process redesign, simple automation builds, knowledge systems, custom Claude skill workflows, retainers, and full implementation packages, with average tool costs around $60 a month against thousands of dollars in monthly ROI. Seven ways to find clients without capital or an audience: hosting a local AI meetup, door knocking, LinkedIn DMs that lead with pain instead of pitching, free mini-audits for your network, agency referral partnerships, AI office hours at co-working spaces, and posting your wins publicly. The AI Concierge offer is two 45-minute monthly calls plus Voxer access, teaching clients to use Claude Cowork and build their own Claude skills. It closed five of the first six people pitched and hit 8K MRR in ten days. Crediting the $999 assessment fee toward a bigger upsell, while quietly marking the upsell up to stay profitable, is one of the most effective ways to get a prospect off the fence. Links mentioned: Futurepedia.io, a large AI tool directory recently acquired by HubSpot - https://www.futurepedia.io TheresAnAIForThat.com, an AI tool directory searchable by industry - https://theresanaiforthat.com Gamma, the tool used early on to build assessment reports - https://gamma.app Claude, used to research tools from the discovery call transcript and to build client-facing skills - https://claude.ai Audittemplate.ai, free download of the exact AI Tools Assessment report template used in Claude Design - https://audittemplate.ai Fathom, the AI note taker used to record and transcribe discovery calls - https://fathom.video Sanebox, the most-prescribed tool for getting clients out of email overload - https://www.sanebox.com Zapier, used for simple one-to-three-step automation builds - https://zapier.com Make, used for automation builds as an alternative to Zapier - https://www.make.com n8n, another automation platform used for client workflow builds - https://n8n.io FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Download the full AI Services Resource Library including every resource mentioned in this episode (free): Steal the Entire AI Services Resource Pack This is the full AI services business course, A to Z, completely free. I walk through exactly how I built a business that hit $8,000 in MRR in 10 days and now generates over $1,000 an hour, starting with one lunch conversation with a commercial real estate broker who offered to pay me to find AI opportunities in his business. I break down the entire three-offer ladder: the free mini assessment that gets you in the door, the $999 paid AI tools assessment, and the AI Concierge retainer that's now the majority of my personal income. You'll see the exact scripts, the Claude skills, the Notion and JotForm templates, and the pricing psychology behind all of it. By the end of this episode, you'll have a full playbook to go from zero to your first $5,000-$10,000 in revenue in 30 days. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 – Intro and the AI Concierge origin story 02:24 – The AOA framework: Audit, optimize, automate 04:43 – The three-offer ladder overview 07:06 – How the free mini assessment works 09:31 – The magic wand question 14:20 – Prescribing the right tool and teeing up the upsell 19:04 – Building a voice agent to run assessment interviews 21:26 – Using a Claude skill to score pain points and tools 23:47 – Inside the six-part assessment report 31:01 – Why $1,000 is the minimum assessment price 33:25 – Defining the AI Concierge retainer offer 40:30 – Automating the concierge backend with Claude skills 52:25 – Four ways to find your first clients 01:04:08 – The 30-day plan to your first $5K–$10K Key Points Every AI implementation has to pull one of three ROI levers: effectiveness, meaning it makes you more money, efficiency, meaning it saves you time, or quality, meaning it improves your product, service, or customer experience. If it doesn't hit one of those, it's not worth doing. The AOA framework governs everything: audit the process as it's done manually today, optimize by cutting the fat, and only then automate. Business owners who skip straight to automate usually fail because they never simplified the process first. The free 15-minute mini assessment is the tripwire offer. Ask about repetitive tasks, friction points, and hourly value, then close with the magic wand question. Done right, this converts 30-50% of people into the $999 paid assessment. Never charge less than $1,000 for the paid AI tools assessment. Pricing it at $200 and then $500 still got yeses, but clients didn't take the recommendations seriously until the price hit $1,000 and they had real financial skin in the game. The AI Concierge retainer runs $1,000-$2,000 a month for two 45-minute working sessions, and Corey's blended hourly rate across his five current clients comes out to roughly $1,250 an hour. Four Claude skills automate the entire concierge backend, intake to project files, call update, follow-up email, and an orchestrator called AI Concierge Post Call that chains the last two together, cutting admin work down to under five minutes per client per week. Both the assessment and the concierge offer run at about 99.8% net margin since the only real cost is a $20-a-month Claude subscription. Links Mentioned: AI Tools Assessment Report Template: https://audittemplate.ai SaneBox: https://sanebox.com Futurepedia: https://futurepedia.io There's An AI For That: https://theresanaiforthat.com FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Grab the Free report template: https://audittemplate.ai Grab the full Excalidraw diagram: AI Assessment framework (public) — Excalidraw Plus This is the full AI assessment masterclass. I walk through the four phases of the $999 AI tools assessment, the expansion menu of services you can sell after, seven ways to find clients without spending any money, and then the AI concierge upsell that is generating over a thousand dollars an hour for me right now. I have five clients on the concierge offer paying between twelve hundred and two thousand dollars a month each for two 45-minute calls. That is the entire deliverable. This episode gives you the full playbook end to end so you can go do this yourself. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 – Intro: The full AI assessment masterclass 00:30 – What is the AI tools assessment and how does it work? 01:30 – Phase 1: The 45-minute discovery call and key questions to ask 02:24 – Phase 2: AI analysis, Claude finds 3-7 tools from the transcript 03:30 – Using Futurepedia and There's an AI for That to fill gaps 04:00 – Phase 3: The report, nine slides in Claude Design 04:54 – Effort versus impact matrix, quick wins, financial impact 05:30 – Phase 4: The review call, walking through the report 06:00 – Three closing questions that convert 50-60% into paid work 06:30 – The expansion menu: what to sell after the assessment 07:00 – Process redesign at $3,000–$3,500 07:30 – Automation builds at $1,000–$7,000 08:00 – Knowledge systems at $3,000 with the business broker example 09:40 – Custom workflows: prompt packs, skill packs, templates at $3,000–$5,000 10:00 – Full implementation at $5,000–$10,000+ 10:30 – Seven ways to sell with no money and no audience 11:00 – Method 1: Host a local AI meetup 12:07 – Method 2: Door knock 30 businesses, the DM success story 13:00 – Method 3: LinkedIn DMs targeting CEOs with 10-50 employees 13:30 – Method 4: Free audits to your existing network 14:20 – Method 5: Agency partners, become the AI guy for your CPA 15:30 – Method 6: Free AI office hours at a co-working space 16:44 – Method 7: Post your wins on LinkedIn 18:00 – The AI concierge offer: done-with-you consulting at $1,200–$2,000/month 19:10 – The math: $750–$1,250 per hour effective rate 20:00 – Call 1: Onboarding to Claude Cowork with the plugin 21:00 – Every call after: AOA on their workflows one at a time 21:32 – What makes it feel premium: onboarding form, Notion hub, Voxer 23:56 – Why this is the best AI startup idea of 2026 Key Points The AI tools assessment is the front door. For $999, you sit down with a business owner for 45 minutes, pull out their pain points, have Claude find three to seven off-the-shelf tools, and deliver a nine-slide report. Fifty to sixty percent of the time, they want paid help implementing what you prescribed. The four phases are discovery call, AI analysis, report delivery, and review call. Phase two is where Claude does the heavy lifting by analyzing the transcript and finding tools. Phase four is where you close by asking which recommendation is most urgent, whether they want help, and what their timeline is. The expansion menu has five tiers: process redesign at three to three and a half thousand, automation builds at one to seven thousand, knowledge systems at three thousand, custom workflows at three to five thousand, and full implementations at five to ten thousand or more. Seven ways to sell with no money and no audience: host a local AI meetup, door knock local businesses, LinkedIn DMs targeting CEOs, free audits to your existing network, agency and referral partners, free AI office hours at a co-working space, and post your wins consistently on LinkedIn. The AI concierge is the highest dollar-per-hour offer. Two 45-minute calls per month at twelve hundred to two thousand dollars a month puts your effective hourly rate between $750 and $1,250. With five clients, total admin outside the calls is almost zero thanks to Claude skills that handle follow-up emails and Notion updates. The Notion hub is the renewal engine. After every call, a Claude skill logs the top three takeaways, action items, and an inventory of everything built. When the client looks at that ledger, they see undeniable value and keep renewing. Voxer is the high perceived value bonus that almost nobody uses. Five clients over three months generated a total of four Voxer messages. The 12-hour SLA makes it feel premium without adding real workload. Links Mentioned: Futurepedia: https://www.futurepedia.io There's an AI for That: https://theresanaiforthat.com Fathom: https://fathom.video Voxer: https://www.voxer.com If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Grab the AI for Business Meet up Prompt (free) This is the full playbook for hosting a local in-person AI for business meetup that generates leads and clients for your AI services business. I modeled this on my friend Andrew Hewitt's Triad Dev Connect event, which has generated eighty thousand dollars in attributed revenue over seven months at a cost of about four thousand dollars per year. I adapted his model for non-technical business owners and had Claude generate a single prompt that produces every deliverable from venue research to follow-up sequences to a full operating SOP. I walk through the entire prompt and every phase of the plan in this episode. The prompt is free in the description if you want to grab it and run it yourself. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 – Intro: How to use the AI prompt 01:00 – The Quarterly Rock: 3 events & closing a client by September 02:21 – The Strategy: Why this event exists (Leads, authority, & content) 03:30 – Target Audience (ICP): Reaching non-technical business owners 04:47 – Case Study: How Andrew made $80K from a monthly meetup in 7 months 07:30 – Phase 1: Venue research & the perfect pitch email 09:31 – Phase 2: Designing a high-impact 90-minute event format 10:30 – The Soft CTA: Pitching the free 15-minute AI assessment 12:30 – Phase 3: Marketing through local Facebook groups 14:17 – The Co-Host Strategy: Partnering with Facebook group owners 16:00 – Phase 4: Setting up Luma for lead capture & attribution 16:35 – Phase 5: Email follow-up sequences based on lead temperature 18:30 – Phase 6: Team execution & Standard Operating Procedures (SOPs) 19:01 – Phase 7: The Playbook Call with an active organizer 19:30 – Phase 8: Building a Scoreboard for weekly & monthly metrics 21:27 – Outro: Download the prompt for free! Key Points The entire event playbook is generated from a single Claude prompt. You give Claude the context about who you are, what you sell, and what your quarterly goal is, and it produces every deliverable: venue research, event format, marketing plan, follow-up sequences, attribution system, operating SOP, and a scoreboard. The model is proven. Andrew Hewitt's Triad Dev Connect in Winston-Salem has generated eighty thousand dollars in directly attributed revenue over seven months at a cost of about four thousand dollars per year. That works out to roughly eleven thousand dollars a month from one monthly event. The ICP is non-technical business owners. Every talk, demo, post, and email must pass the non-technical test. If a slide has code on it, that speaker does not speak. There is already a large developer-focused meetup in Charlotte, which means there is a massive gap for this audience. The marketing engine relies on local Facebook groups. Claude found nine Charlotte business groups with tens of thousands of members. The strategy is to join the groups, introduce yourself, then promote the event with three distinct post variations. The highest leverage move is getting one Facebook group owner to co-host and drive traffic. Attribution is built into the Luma registration. Three simple questions capture what the attendee does, what they want AI to fix, and how they heard about you. That data triages everyone into hot leads for services, warm leads for the community, nurture contacts for the newsletter, and no-shows who get a recap email and next month's date. The rock measurables keep it accountable: three events held this quarter, at least 25 attendees by the third event, full attribution tracking from event one, and at least one closed AI concierge or services client by September 30th. The operating SOP means you only do the heavy lift once. Claude produces a checklist from five weeks out to two days out covering everything from venue confirmation to post-event data entry. After event one, the team runs event two and three with zero input from you. Links Mentioned Luma: https://lu.ma If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show. FIND ME ON SOCIAL: X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim

Justin Brooke from Agent Skills is back on the podcast, and this time he walks us through the full business model behind selling AI systems as zip files with zero delivery work. His system is called CMO HQ, a marketing and sales operating system built entirely out of folders and markdown files that works with any AI, whether it is Claude, ChatGPT, Hermes, Codex, or anything else. The delivery model is dead simple: the customer buys from a sales page, receives a zip file with an operations manual and an installer dot MD file, hands that file to their AI of choice, and the AI builds out the entire system for them. No onboarding calls, no Loom walkthroughs, no custom setup. Justin shows us the full folder structure, the finance layer, a live content pipeline, and the actual installer file on screen. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 - Intro: Justin Brooke is back 00:23 - What CMO HQ is and why it works with any AI 01:23 - The folder structure: HQ, brands, finance, shared 03:30 - Brands folder: one per brand with intelligence, departments, and metrics 04:10 - The finance folder and why it matters for true marketing metrics 05:14 - The installer.md file that builds the whole system 05:45 - Why this is the simplest marketing OS out there 05:50 - Inside the finance folder: revenue, expenses, economics, reporting 06:48 - Connecting Google Ads, Kit, Thrivecart, and Xeny for full-picture data 07:56 - Building in iCloud for access from any device 09:27 - Marketing departments: paid, earned, and owned channels 10:00 - The sacred pipeline: active to review to publish 11:06 - Live example: faith-based niche site blog post end to end 13:30 - Automated performance reporting via MCP connections 15:18 - Why Justin does everything in Claude Cowork, not Claude Code 15:45 - How to sell any AI-generated asset to clients 16:25 - The delivery problem and why folders and files solve it 17:24 - The two-file delivery: operations manual plus installer.md 19:13 - Session transfer documents and how the system started 20:19 - Changelog.md for tracking business decisions 20:46 - The jobs to be done framework for building any system 22:01 - Jobs equal folders, instructions equal markdown files, which equal skills 23:26 - Why the nerds who want to build it themselves are not your customers 24:33 - Step one: jobs to be done, then vibe with Claude to build folders 26:00 - Three things every agent needs: memory, instructions, tools 26:18 - Why you should use a slide deck on every sales call 28:25 - The installer file walkthrough on screen 30:27 - Why this means zero delivery work 31:14 - Where to find Justin and Build Club 32:22 - Justin hangs out mostly on Twitter Key Points The entire system is folders and markdown files. No code, no complex frameworks, no platform lock-in. It works with Claude, ChatGPT, Hermes, Codex, or any other AI because all of them can read folders and files. The delivery model eliminates all fulfillment work. Customers buy from a sales page, receive a zip file containing an operations manual and an installer dot MD file, hand that installer to their AI, and the AI builds out the entire system. No calls, no custom setup, no support tickets. The installer dot MD file is the key innovation. It contains a greeting, an interview section that asks the customer about their business, and then the full folder structure with instructions. The AI reads it and builds everything automatically in one session. CMO HQ has four main sections: an HQ folder for personal and business identity, a brands folder with one subfolder per brand containing intelligence, departments, and metrics, a finance folder that connects to accounting and ad platforms for real financial reporting, and a shared folder for team collaboration. The jobs to be done framework is how you replicate this for any niche. Figure out what jobs need to be done in a business, make a folder for each job, put instructions in each folder, and you have a sellable system. Dentists, lawyers, agencies, any vertical works the same way. Three things every agent needs: memory so it knows what happened, instructions so it knows what to do, and tools so it can do the work. If you have those three things in folders and files, you can handle any job. The sales advice is simple and powerful: stop doing calls on the fly and use a slide deck for every sales call. It keeps you on pace, makes every call uniformly good by the fifth or sixth time, and becomes the training material when you hire a salesperson. Links Mentioned Agent Skills / Build Club: https://agentskills.ai Jake Van Cleef (ICM system and folders-and-files research): mentioned, search YouTube Ghost CMS: https://ghost.org 11 Labs: https://elevenlabs.io If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim FIND JUSTIN ON SOCIAL X/Twitter: https://x.com/agentskills_ai https://x.com/IMJustinBrooke Agent Skills: https://agentskills.ai

Grab the assessment report template I use to deliver $999 AI assessments (free): https://audittemplate.ai/ Grab the full Excalidraw diagram I show in this video depicting the AI Offer Ladder: https://app.excalidraw.com/l/4z8Z2Lyybfg/8FAvEjYbuGc This is the full AI offer ladder that I use to sell AI services, from a free mini assessment all the way up to a two thousand dollar per month concierge retainer and beyond. I walk through all three tiers of the ladder step by step: the free mini assessment that converts thirty to fifty percent of the time, the paid assessment that we charge $999 for, and the AI concierge model that is my primary income source right now. I also cover four à la carte builds you can sell on top of the ladder, with real examples and exact pricing from engagements we have actually closed. If you want theof this offer ladder plus the assessment report template, both are linked below for free. Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about Timestamps 00:00 – Intro: The three components of the AI offer ladder 00:30 – The free mini assessment: What it is and how it works 01:00 – Three levers of ROI: Effectiveness, efficiency, and quality 01:30 – Meeting one: Discovery call and the magic wand question 02:00 – Meeting two: Prescribing the fix 02:21 – Download the Excalidraw diagram for free 03:00 – Off-the-shelf tool vs. Claude Cowork vs. Claude skill: When to prescribe each 04:00 – Closing the free assessment: Gauging appetite for paid help 04:30 – Conversion data: 30 to 50 percent of free assessments convert to paid 04:44 – Step Two: The paid assessment at $999 05:30 – Annie: The voice agent that conducts the 45-minute interview 06:30 – Building the report in Claude Design 07:06 – Six parts of the paid assessment report 07:30 – The effort versus impact matrix and quick wins 08:30 – Quantifying ROI: Hourly Rate × Hours Saved − Tool Cost 09:29 – The 30-minute walkthrough call and the upsell moment 10:00 – Pricing progression: Free to $200 to $500 to $1,000 10:30 – Step Three: The AI concierge retainer 11:57 – Effective hourly rate: At $1,500/month is $1,000/hour 12:30 – JotForm intake as a hard requirement before call one 13:30 – Framework: AOA (Audit, Optimize, Automate) 14:06 – The call cadence and Voxer between sessions 15:30 – The Notion Hub as a renewal mechanism 16:26 – Two Claude skills that fill out Notion and draft follow-up emails in 30 seconds 17:00 – Concierge pricing: $1,000 to $2,000/month, capping at six clients 18:00 – À La Carte Build 1: Process optimization at $3,000 to $5,000 19:30 – À La Carte Build 2: Zapier or Make automation at $1,000 to $5,000 20:00 – À La Carte Build 3: Knowledge system or custom GPT at $3,000 21:00 – Case Study: Business broker custom GPT that cut 400 emails to 10 22:00 – À La Carte Build 4: Speed to lead agent 23:36 – Wrap-up and where to get the diagram and template Key Points The offer ladder has three tiers that build on each other. A free fifteen-minute mini assessment identifies one pain point and prescribes one tool. Thirty to fifty percent of those convert into a paid assessment at $999 that uncovers three to seven opportunities and delivers a full report. From there, clients can upsell into AI concierge at one to two thousand dollars a month. The free mini assessment is a two-meeting process. Meeting one is pure discovery for fifteen minutes. Between calls you research the bottleneck and find a tool. Meeting two you prescribe the fix and gauge appetite for paid help with three simple questions. The paid assessment report has six parts: executive summary, effort versus impact matrix, recommended tool stack, four-day quick wins plan, upsell opportunities for heavier builds, and a financial ROI slide that quantifies their monthly savings in dollars. The AI concierge model is two 45-minute calls per month where you run the AOA framework on every bottleneck: audit the manual process, optimize by cutting unnecessary steps, automate with a Claude skill. Two Claude skills handle the entire back end in thirty seconds. The math on concierge is compelling. At $1,500 per month for ninety minutes of call time, the effective hourly rate is $1,000 per hour. Capping at six clients means the maximum workload is nine hours of calls per month. Four à la carte builds can stack on top of the ladder: process optimization at three to five thousand dollars, Zapier or Make automation at one to five thousand, knowledge system or custom GPT at three thousand, and speed to lead agents that drive revenue directly. Links Mentioned Futurepedia: https://www.futurepedia.io There's an AI for That: https://theresanaiforthat.com JotForm: https://www.jotform.com Voxer: https://www.voxer.com Fathom: https://fathom.video If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show. FIND ME ON SOCIAL: X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim