Speaker 199 out of 100 people need the service. That's a three to five thousand dollar upsell all day. And a lot of people hear that and are like oh well like I'm not an expert. You don't need to be an AI expert to do this. You just need to be one step ahead of your average client which is literally you studying this stuff for like seven days and then you can easily go out and sell it. I did exactly that. So these are seven ways that anybody can sell AI services, followers or no followers. So the first and this one is such a no-brainer but nobody is going to do it.
Speaker 2All right guys today we're going to zoom in. I talk a lot about AI consulting this and implement AI in a small business is that. Yeah, yeah, yeah. But let's just talk about doing AI audits for small businesses. That's it. And getting paid a thousand dollars to do it and all you're doing is prompting Claude and using a voice agent to interview a business owner about his business. That's it. That's all we're talking about today is selling AI audits to small business owners for a thousand dollars with basically no costs. It's almost pure profit margin. I found a guy on Twitter who does exactly that. He's very good at it. He tells us how to get customers. He has a seven-step process for finding customers that we'll get to at the end. And it's very real,
Speaker 1very tactical. You're going to love it. I was at lunch one day with a friend of mine who was like Cory. He's like I would literally pay you a thousand dollars just to follow me around for a day in my office and just tell me where I can be using AI. And that was like a huge light bulb moment for me because I was like that's interesting because he's probably not the only one who thinks that. So there's probably a business here but obviously it's not scalable in the sense that I can't just be driving around to different offices all day and doing that. So what's another way we could do that? And that led me to coming up with this AI audit product which again I'm sure we'll get into the weeds of like what that actually entails and how people can implement it. But instead of following people around, we literally just do a Zoom call for 45 minutes, take the transcript, essentially feed it into Claw, research a few different AI tools that people can implement to solve some of their pain points and then deliver it in a report and then do a follow-up call and then upsell them on a number of different services. So like in a nutshell it's that simple. I love how like this
Speaker 2business started on that one conversation because you're like if one person would pay a thousand bucks for this there's got to be more. For your friend, did you literally follow him around or did you not even start with that? Did you quickly learn that's not even necessary?
Speaker 1Yeah so I didn't even start with that but it was I swear it was like such a light bulb moment. Like I remember it so vividly him saying that and like at first I kind of brushed it off and I'm driving home. I just like could not shake that thought and I'm like all right if this guy who's super successful is offering me to you know pay me so I can tell him how to learn AI. There's got to be people all across the spectrum of business owners who need this exact same thing in talking to probably 50 to 100 different business owners sense that has absolutely been the case. Like 99 out of 100 people need the service. All right you're speaking my love language here.
Speaker 2What about in lieu of a 45 minute Zoom call would it be more or less effective slash efficient for them to just have a normal work day and just loom the whole thing like screen record the whole
Speaker 1thing. So a couple of ways I want to go with that so and I think what I'm going to kind of tell you next I think you're going to love it but that's actually what we did first right because this audit we actually called an assessment because it's just a little less aggressive. Yeah people hate audit getting audited but they don't mind doing an assessment so that was actually the first iteration of the assessment is when we were kind of piloting this out and doing some some of these for free to get feedback which I recommend anybody do we ask people we said hey can we add you to our loom account as a user and then all we ask you to do is when you sit down to do a deep work session hit record work for 60 90 120 minutes and then that'll pipe it right back to us and then we can take that screen recording and you know essentially do the assessment based off that and what we found is that was just asking too much of people they hadn't used loom before yeah it's too foreign and
Speaker 2it hopping on as much as part of our daily routine as it is so whatever one more zoom but this is yeah all right huh yeah we found it was way too much friction what if I spend 30 minutes on reddit like do I need to pause it like are you going to judge me there's all kinds of variables in there
Speaker 1so I can see why that wouldn't work okay and and so just not to jump too far ahead but as you can probably imagine the bottleneck in the initial iteration was well I can't be following people around all day at the office the bottleneck in this iteration is well there's only so many zoom calls I can do in a given day now the current iteration is a voice agent with a phone number that the business owner can call and have a 20 to 30 minute conversation with this voice agent which is like shockingly good like we've tested it thoroughly you'll talk to this voice agent and you're like wow I literally feel like I'm talking to a human and voice agent her name is Annie she's the one doing the assessments now she's asking the questions and when they hang up with her it pipes right back to our other AI agent who then analyzes the transcript and builds a report so you don't even do the zoom calls anymore not anymore right that's that's our most recent
Speaker 2iteration as of like the last couple of weeks do you basically say call this number at your convenience 24/7 doesn't matter and just answer the questions correct yeah so that's the way we have it set up
Speaker 1now is if they just call a number yeah they can talk to it at two in the morning if they want
Speaker 2and yeah are those questions standardized or does the AI like adjust on the fly based on the
Speaker 1answers yeah so when we originally we did the first assessment we just had a very general question bank and then what we've noticed is that obviously everybody we do these four they're a little difference and so we've done probably eight or nine different industries now and so we've kind of taken that and combined it into a master bank so the voice agent can take the questions that makes sense for that industry starting general and then kind of moving more specialized throughout the process which is how I did it when I was doing it can we try it yeah we can call it right now
Speaker 3all right let's see let's call it or no hi there I'm Annie from return my time thanks for hopping on this is a quick chat to learn about your business and what your day-to-day looks like so I can spot the best places AI can give you time back you ready to get started yeah Annie let's get started
Speaker 1awesome what's your name my name is Chris nice to meet you Chris so tell me what do you do in your business I am an e-commerce entrepreneur I sell things on Amazon how long have you been selling
Speaker 3on Amazon almost nine years nine years wow you've seen all the Amazon waves do you run this solo or do you have a team helping you I have two warehouse employees and I have four virtual assistants oh nice that's a solid setup what tools are software are you and the team using day-to-day
Speaker 1to run the Amazon business so we're using the full google workspace sweet sheets docs etc and then
Speaker 3we're using a tool called smart scout perfect that gives me a good snapshot of your stack what's
Speaker 1the biggest headache in your workday right now I would say finding new suppliers is our biggest bottleneck yeah that makes total sense and so Chris she'll go on for 10 or 15 minutes yeah we can
Speaker 2I think I've got a good glimpse of it okay yes that's incredible yeah so that's that's kind
Speaker 1of the gist and like as you can see right I've talked to a lot of different you know answering services or bots before and I feel like she is one of the more human like ones that I've come into contact with and of course she'll just kind of go on with that line of questioning for 10 to 15 minutes or up to 20 minutes and really dig in on those pain points and she's not going to prescribe any tools or any solutions on the call that's not her job she'll then take that transcript like I said and then pipe it over to a different AI agent that we built specifically to create those assessments and how did you build that voice agent yeah so my business partner Nick he is the technical brains I know he built the voice agent on the back of retail dot AI which I think is R-E-T-E-L-T-E-L-L yeah yeah and so and then the actual processing the transcripts and building the report he's built a series of multiple skills to go and do each step of the process one of the
Speaker 2time listen I need more people like this to interview on my podcast so if you know of someone with a side hustle or a business that's unique and cool and super profitable email molly m-o-l-l-i at cofounders dot com that's one word cofounders dot com molly@cofounders dot com tell her your story and we'll give you a hundred bucks if we end up interviewing them I'm sure you're probably
Speaker 1familiar with skills but maybe we could define that for the audience if they haven't heard of that
Speaker 2yeah just like a it's like a literal skill that an AI agent can perform maybe it's like opening crop browsers or scraping something or emailing people right yeah it's a skill is
Speaker 1essentially like an SOP a standard operating procedure so it's like the recipe that you build one time and then you hand it to the AI agent and then the agent just follows that recipe the same way every time right so for example in our assessment process we have a skill that takes the raw transcript and cleans it up in formats it appropriately and then it might go in you know search through thousands of different AI tools on the internet to find the specific ones that meet the pain points from from the client now with that said right because I know we're going to talk about how someone can copy this idea and do it themselves you don't need this like complicated layer of agents you don't need to build all these skills from scratch if you're starting out you can literally take the transcript of your conversation with the client give it to cloud tell it to go find a couple off the shelf tools that meet their needs and it'll do it'll do it just fine right and then ask how to install those off the shelf tools right exactly
Speaker 2this sounds interesting never heard of it how do I do it yeah like this exactly I mean we still do
Speaker 1[BLANK_AUDIO] this day, like it'll, you know, we built a pretty intricate setup to go and do this research, but sometimes it'll send me, it'll prescribe a tool for the client. And I'm like, hmm, that's never heard of that tool, like, what does that do? So then I'll just ask Claude, explain it to me, like, how would they actually implement this in practice so that I can get a good feel for what the tool does when I'm going into the follow up call with the client and I can confidently pitch it as a good solution to their problem.
Speaker 2Okay. So a thousand bucks from your friend, he's a busy mortgage broker. Are you able to show us what you provided to him? Was it generated by Claude?
Speaker 1Yeah. So this particular report, it's not generated by Claude. So what the agent does is it outputs a doc X file, so basically just a word doc file. And then we can upload that to we use gamma, which is an essentially like an AI document and slideshow creation tool. So I'm happy to share my screen and show you assessment example because this is going to be, this is going to be where a lot of the juice is especially for anybody that wants to replicate this. And so just as it heads up for people to, right? So this template here that we've got in gamma, if somebody wants this template, which they can literally download, upload themselves and start creating these assessments for themselves, they can go to audit template.ai and get a free, I'll just literally send you a free copy of this template here, so you can start doing beautiful.
Speaker 2And so it's template.ai.
Speaker 1Yep, exactly. So inside gamma, anytime we want to do a new assessment, we just upload the doc X to the template and it just uses AI to generate it perfectly like this every time. So you know, I'll kind of run through each section at a high level. So we start off with an executive summary, which is just kind of reiterating the pain points that they mentioned during the conversation. This is the outcome that they could receive by implementing our suggestions, which in this case was eight hours per week that they could reclaim from, I think it was only four or five tools that we recommended during this report. So again, I'm not going to go super deep. I'm just going to cover it at a high level. But the second slide here is what we call the effort versus impact matrix. So this is where we take everything, every pain point that they gathered during the conversation, the AI will go and map on a matrix from effort versus impact. And so this report is designed to focus on what we call the quick wins, which are the pain points that are both low effort and high impact to implement, right? So like stuff that we can just literally install a tool and it fixes it. And then here, the recommended solutions, this is the meat of the report. So again, in this case, one of the pain points that they have is like, Hey, we're having a lot of Zoom calls and Google meets and meetings with our team, but it's like nothing ever comes from them. And I mean, Chris, to me and you, like the thought of not using a meeting co-pilot, like Adam, yeah, no taker, like a fathom or a fireflies, like that's so foreign to me, but we got to remember that like 97% of people still aren't using these tools. So this was such a no brainer recommendation. It's like, Hey, well, use fathom.ai and it's going to automatically join your meetings. It's going to capture the transcripts. It's going to extract action items. And guess what? It's free. Right? I use it. And I'm on the free plan. I've never had to pay for it. Now, again, I'm not going to go through everyone because I think you understand the concept, but the biggest one for this particular client, which to me, I was super proud of because this was a slam dunk use case. So this client is a, they manage wedding venues, like wedding rental venues, right? And they've got kind of a portfolio of them. And they have a board of directors that they have to report to. And so this particular person runs operations. And every week, in fact, on Saturdays, she's having to take two hours a week on Saturdays to put together analytics reports for their marketing by hand because she's so busy during the week. She can't do it during the week. And so what we found is that she was going into Google analytics, meta ads, Google ads, all the different platforms, copying that information into a spreadsheet, and then taking the information from the spreadsheet and putting it into a PowerPoint. And we found a tool called dash this, which literally isn't even an AI tool. It's just off the shelf sass tool that plugs into those analytics tools and just puts the information into a dashboard. So it cuts out the PowerPoint and the Excel spreadsheet step. And it costs $42 a month and it's going to save her two hours a week. This right here is going to save her eight hours a month. Like I think most business owners out there would trade $42 a month to get eight hours back. Right. Right. So these are the types of kind of like tools and recommendations that were given to people
Speaker 2here. So when you generate this report, do you just send it to them? Or do you hop on a call and walk through it with them?
Speaker 1Yeah. So that's what I was saying earlier. So we always send it to them in advance. So typical turnaround time is going to be within 48 hours. We send over your report. And then you'll see when we get to the bottom, there's a place for them to book a 30 minute follow-up call. So we give them the report beforehand for them to review. And then we jump on a follow-up call with them where, like I said earlier, I'm literally screen sharing by screen just like I am with you right now. And we're walking through it just like I am with you right now.
Speaker 2Okay. So a thousand bucks for this first one was your friend happy?
Speaker 1So we're charging a thousand bucks now. Actually, when I first started, we did the first two or three for free to get testimonials and to really work out the kinks of the whole process after free, it was $200 an assessment. After 200, it was 500 and now we're charging a thousand. And the feedback all along the way at every price point is like, wow, I wish we would have known about these tools six months ago. This is great. What else can we do together? Which is, you know, I'm sure we'll get into shortly the all the upsell opportunities that come from this.
Speaker 2They're paying you to be upsold. Exactly.
Speaker 1Because if you, you know, if you, and that's what we realized too, is that like, well, when we were charging $200, of course, like they got value out of it. But to the client, it was like, oh, it's 200 bucks. Like, how good can it be, right? It was one of those like perceived value things of a 200 per assessment. But now that we're charging a thousand dollars, clients are way more, they're just way more bought into, you know, looking at it and paying attention to the suggestions. And we're taking a lot more seriously when it's time to discuss an upsell because they've already invested a thousand dollars. Well, now we might as well, you know, take the thing to the finish line and see what we can do next.
Speaker 2If you have a legitimate reason for charging them, say, 3,500 for doing something bigger after this, it's a much harder, like, a bigger jump to go from 200 to 3,500 than it is. So you're almost shooting yourself in the foot later on by being cheap early on. Like, you just shoot yourself in both feet, so to speak, right? Exactly. If you charge a thousand, then like, 3,500, it's not, it's still in the ballpark. Right. Right. What's an example of a comment upsell? So you charge a thousand, they pay it, you show them the audit, how much are you going to charge for what type of service?
Speaker 1Yeah, and I'll show you essentially our upsell menu. I'm happy to do that. Let's do it. Yeah. And I just want to finish out kind of what's in the assessment here real quick too, just to kind of put a bow on it for people. So after we go through the recommendations, then we've got what we call a four day quick win plan, where we just try to make it super, super simple for people to implement what we suggested, right? Because a lot of times people get this and they're still overwhelmed. So it's like, hey, day one, all you got to do, set up fathom and connect it to your calendar. Done, right? So the quick win plan is designed to just bring it down to the ground level and make it super easy for them to implement. And then when it comes to upsell opportunities, that's what this section is all about. What comes after quick wins? So this is kind of where we're planting that seed in their mind of like, well, hey, this report gives you all the quick wins, but what's in this section? This stuff is a little bit of the heavier lift. So this is what the bulk of the conversation comes down to when we're talking about like, what can we do next? Right? So in this case, we recognize that they're not using a CRM. This is a seven figure business that is literally not using a CRM. So hey, how about we set up a go high level CRM for you and connect it to your other tools, right? That's easily a three to $5,000 proposal, right? And then how about we create a clawed skill that captures your brand voice so that a lot of your social media content is in generic, which is one of the pain points they mentioned in their interview, right? And you can go on and on. So that's what that section is. And then we quantify the financial impact of like, hey, you're getting eight hours per week back. If you implement our suggestions, we just assume the monthly or the hourly rate is $100 an hour, but for most business owners, it's a lot higher than that. In this case, is I think $3,200 minus the monthly tool cost of what we're prescribing here of $59 a month. So yeah, we try to make it super simple that like, hey, if you just do what we say, it's worth it.
Speaker 2If I were you, I would take the slide, duplicate it and put it at the very top as well.
Speaker 1Seriously? Like, no, right as you were saying that, I was like, oh, that's, I know what he's going to say. Yeah, I'd need to do that. Because it's a hook or how, you know, that's really good feedback. And so if you want to go into all of the upsell opportunities. So inside of Claude, I kind of put together this little diagram today. So here, the top is, is like a high level of the whole process of somebody wanted to just copy exactly the way we do things, but if we want to get into the actual upsell menu. So one of the things that you can upsell is what we call process optimization work. So, you know, naturally for during this assessment, we're going to uncover a lot of things that people just want to automate, right? They're like, hey, this thing's, this thing's eating up 10 hours a week. I just need to automate it. I just need to hand it off to AI and be done with it. But what we find is that, well, this process is taking you 10 hours a week because it's 15 steps and it should be seven steps. So we're not just going to automate the current process. That's going to be, you're just going to be speeding up in efficiency. First, we got to fix the process, right? And that's going to be one engagement in another itself. And we've successfully sold process optimization engagements for $3,000 to $4,000 at a time, just to fix one process. And then to actually go and automate it or add AI to it, that's a whole separate engagement, which might be another $3,510K. Does that make sense?
Speaker 2Yeah, I mean, as a Zapier junkie, like a certified Zapier junkie, I think some of these things, I could knock out in like 15 minutes.
Speaker 1You could, but the business owner is still a lot of value, right?
Speaker 2That's after a decade of tinkering with Zapier. Like, my Zapier account is way old, you know? So like that decade of experience allows me, allows you to charge $1,000 an hour.
Speaker 1For some, exactly, you know, you're right. And so that's just kind of the first place we go. It was a lot of times process is broken. We got to fix it first. That's going to be, that's a $3,000 to $5,000 upsell all day, right? Second thing, exactly like you said, is sometimes they just need like a two-step zap created or like a make.com automation implemented. In that case, right? One to three K is pretty standard. Actually, for this exact client that I just showed you the redacted assessment for, the wedding venue business, we did a build for them $1,500 a Zapier automation to essentially format their Asana projects in a certain way every time they got a new client. Because their operations manager was having to come in and spend 30 minutes per client to set up this Asana project. Built them as Zapier automation, $1,500, done, saved them a ton of time and they loved it, right? So that's another one. And then this one, this is actually, we're in the middle of one of these projects right now and we've got another one in the pipeline, is a simple knowledge system. So another client that we did an assessment for, he is the owner of a business brokerage. He does five to seven listings per year, right? Because these are bigger deals. That's a lot of money. Yeah, that's a lot of money, he's killing it. But every time he goes to list a business, he's getting 200 to 400 emails just in the first week from potential tires to all tire business. Well, it's a tough business. Yeah, but so not only tire kickers, but of the 400 questions, 95% of them are the same 10 questions. So it's just like real estate.
Speaker 2Yeah, I mean, my wife's a real estate broker and every call is just her answering questions that's in her freaking listing. It's like, come on. Yeah, guys, tkowners.com. That's my community where people are building businesses. I do AMAs, Q&As every week live. You can ask me anything you want. You can have accountability partners. It's about 1,000 people in their building starting growing businesses. Check out TKO as in the corner office, tkowners.com.
Speaker 1And that's why I told them I'm like, run, you, you are the owner of this company. Like you have no business answering all these questions. Let's just create a custom GPT that we train on your SIM, which is essentially the marketing package for the listing. We create a custom GPT trained on your SIM and we just give that to buyers so that that can handle 95% of the Q&A workload and only 5% of the questions make it into your inbox. And he loved it. And we built that forum and it's saving him a ton of time. So that's another example of what we call like a knowledge system, right? Super honestly pretty easy to build. But the key there is in the system prompt. For example, you know, don't give the listing company's phone number out. And you know, don't give this specific financial data out. Make sure you only give this, right? But once you've done the system prompt one time, we can go and sell that to him for every listing he ever has again. You see what I mean?
Speaker 2Yeah. Now, you've mentioned brokers a few times. Real estate, business brokers. Are there certain industries that this sale? Both the audit and the upsells work better for? Because you know, with any service in any industry is going to work better or worse. What kind of patterns have you noticed?
Speaker 1Yeah, that's a good question. So I don't want to say that like, it doesn't work well in one industry versus another because we've had clients across the board. Like we've had, again, realtors, business brokerages, wedding venue operators. We have one recently who owns a barber school. It's just it's all across the board. I mean, my honest answer would be if you have a team and it's not you're not just a solo operator and you're, you know, you've got your hands and a lot of different pots in your business, it's probably going to be at least the assessment is probably going to be a good fit for you, right? And I'd say if you're in the, if you've got like five to 50 employees, then the assessments are no-brainer and there's probably going to be at least three to five upsell opportunities across, you know, some of these different buckets here.
Speaker 2Okay. I think the golden question is how do you find customers here?
Speaker 1Yes. How do you find customers? That's a great question. So I've got you covered there. So I actually wrote an article on X a couple of weeks back. I think the title of the article was seven ways to sell AI services if nobody knows who you are. So these are seven ways that anybody can sell AI services. Followers are no followers, right? So the first, and this one is such a no-brainer, but nobody is going to do it. It's to host a local AI meetup in your town, right? You go on Luma, you go on meetup.com, and you literally just say, "Hey, AI for small business meetup." And I did exactly that.
Speaker 2Not like a presentation, not a summer, not a sales pitch, but I think it's important that you are the authority. You're the guy that put this thing together, like the organizer of it. That automatically makes you the de facto smart guy in the room, right?
Speaker 1Exactly. And a lot of people hear that, and they're like, "Oh, well, I'm not an expert. I've only been learning this stuff for like two weeks, and chances are that's 13 days longer than every other person that's going to be in attendance, right?" So I did exactly that. I reached out to actually the realtor that sold me my house and asked her, "Hey, because I know she's well connected in the community." I'm like, "Hey, do you want to either partner on this free AI event, or can I do it inside your office for your team?" And she was more than happy to help me facilitate that. So I did a free AI meetup inside of her office, and many people that attended were brokers, and honestly, the broker in charge in her office. And that did exactly what you said, Chris. I just did a free little 20, 25-minute presentation, pure value, no pitch at all, captured emails at the door, people that were there, and we did an assessment for her, and it turned into revenue. So that's something that anybody can do. It just takes, you know, a little bit of promotion, a little bit of hustle, that's it. I guarantee you, I could pitch some sort of workshop, or some sort of actual paid event at their office, and I can virtually guarantee that they'd go for it. Yeah, that one's a no-brainer, AI meetup in your city. Now, the next one, and Chris, I know you'll appreciate this, is to doork some local businesses. Again, something that 99.9% of people are never gonna do, but it's like doork knocking a business to try to talk about AI in 2026. Do you realize how easy of a conversation that is versus doork knocking a business and trying to sell them like insurance or even home services because of how everybody is thinking about AI right now. Like you're not even showing up trying to sell something, you're just trying to show up and have a conversation about how they are or aren't using AI in their business, and as always, we lead with value, and if it turns into a sales conversation, so be it, right? But that's a really easy way to get your foot in the door, especially if you're new, and especially if you're only charging 200 bucks for an assessment, or 500 bucks for an assessment if you're starting out. Would you agree? - Yeah. - Yeah, 100%.
Speaker 2What about the free audits? Can you speak to that?
Speaker 1- Yeah, so, and like I said earlier, this is kind of how we started off and trying to prove this concept and get some testimonials. So I'm a part of this just like local CEO peer group here, with like 11 or 12 guys, all different industries, most of them are older, right? They're not very in tune with AI, but they're all successful business people, and I reached out to all of them and I said, hey guys, I'd love to do a free audit for two or three of you guys, are you open to that? And of course, they were like, well yeah, obviously why wouldn't we be? So we did exactly that, we did the audit, delivered it to them, they saw the value, gave us a testimonial, and that was that. So from there, the free audit doesn't need to be the end of the line, you could then, you know, tactfully upsell those people because you know them, it's somebody in your network, a warm contact most likely, who has to say you don't do a free audit and then turn around and do a, you know, $1,500 Zapier Automation Build, right? To start with them, you know what I mean? - Yeah, I love it. What about office hours? - Yeah, so that's another one that again, anybody could do, and you don't need to be an expert, you just need to be one step ahead of the average person, which isn't that hard these days. So you could go to a co-working space, or kind of like I did with the AI meetup, like go to any of the realtor offices in your town. You know how many realtor offices if you went to them and said, [BLANK_AUDIO] Can I just host a free weekly or monthly AI office hours in your office where I literally to show up and sit there and work on my computer and if people have AI questions, I just answer their questions. Like, they're all going to say yes to that and you know, you're either going to get audit clients out of that, the brokers in charge at the office might want to talk to you about doing workshops. I mean, the very worst thing that would happen if you did that is you get a lot of really good contacts, who know a lot of other people in the area, right? Virtually no downside, especially if you're just getting into this game.
Speaker 2Are there any other like tips or tricks or lessons you had to learn the hard way that you could pass advice on to people to help them avoid that?
Speaker 1That's a great question. So I would say really specializing in one upsell to start and that's something we are still trying to get better at is like, you know, when you get into this business and you're doing the assessments, you start to see 100 different things that you could potentially upsell for a client. But what I find is when you're a jack of all trades, you get spread really thin. So again, if you're starting off, get really good at the assessment and then let's just say your main go to upsell is like a custom GPT, right? So that's kind of what you're looking to upsell every time. That doesn't mean that you say no to other upsell opportunities, but that's kind of your bread and butter and that's what you do really good at and that's what you productize. So that would be my advice. It's just don't try to get spread too thin and don't buy it all for that you then you can chew, especially in the early days.
Speaker 2I would even take it as that further and say like find the upsell that's most closely tied to either revenue or savings for them. Yes. It goes there. Revenue specifically. Right. The one that's less nebulous, but like this one will make you X more dollars per month
Speaker 1or save you X more dollars per month and a really good one there and this is actually the very first AI engagement that paid engagement I ever did is a speed to lead AI agent, right? So what you find is that a lot of a lot of service businesses, particularly they they're not picking up the phone fast enough, right? Leads are coming in. They're getting emails from leads at 10 p.m. or 2 a.m. or at a time when they can't answer the phone or the email and if they don't answer within 10 minutes or sometimes even less that leads going somewhere else. So the very first AI solution I built for somebody was a within make.com, which you can do the same in Zapier, an AI agent that when somebody submits a form on their website, it responds but in a personalized manner, not just like you can we perceive your form, you know, we'll get back to you. It looks the person up, it tailors a response to them and then it can have a conversation back and forth with them to get a call scheduled with an actual salesperson. And in this case, get a tour scheduled for a wedding venue because it was that same wedding venue business that I mentioned because they're salesperson all day, she's doing tours in person. So they have leads coming in on the website and she's been doing tours all day. So she can't get back to them until 6, 7, 8 hours later. So when we implemented this speed to lead agent, it's trained on all their FAQs and everything about their property, they started booking more tours immediately. And it was it directly tied to revenue because their average deal size is 11 grand. And they know that if they get somebody on a tour, they have a 40 percent close rate. So it's so easy to quantify, oh, if this speed to lead agent gets me, you know, one, if not two more tours a month, it's going to make me an extra 11 grand is really what it comes down to.
Speaker 2When you take the transcript of the call or of the Zoom call or the voice agent call, what is the prompt you give to Claude to get that output, the audit output?
Speaker 1What I will say for the audience is that they don't need to get crazy with the prompt. They can literally say to Claude, hey, I've attached the transcript of a conversation I had with a local business owner. Your job is to go out on the internet and find any AI tools or just any software tools that they can implement that are off the shelf that can fix the pain points that you've identified from the transcript. Like it can be that simple. And there are some websites I think futurepedia is one of them also is one called there's an AI for that I think calm that are literally just directories of thousands of AI tools. So you could just tell Claude, hey, go search futurepedia and find some tools that solve the pain points that this client has based on this transcript.
Speaker 2Yeah. I never heard of futurepedia. Well, Corey, is there anything that we should have covered that we didn't cover anything we missed? This has been excellent.
Speaker 1I think we touched on all of it. No, I mean, the one thing I'll leave everybody with is again, you don't need to be an AI expert to do this. You just need to be one step ahead of your average client, which is literally you studying the stuff for like seven days and then you can easily go out and sell it. So that'd be my best tip. Just get after it.
Speaker 2Okay. Well, thank you, Corey. Is there a where can everyone find you?
Speaker 1Yeah. So the best place is on my podcast called build with AI, which is on YouTube and on any podcast platform. I do live AI builds and tutorials twice a week. And that's going to be the best place. Okay. Thank you, Corey.
Speaker 2Thank you, man. Hey, guys, if you're still listening to this, it's probably because you haven't had a chance to take your AirPods out. You're still mowing the lawn. You're still driving. I love you. If you're still here with me, I would really, really love and appreciate a five-star review on Spotify, Apple, or wherever you get your podcasts. It would mean a lot. If you want to go the extra mile, share this episode with a friend that might have an interest in starting a business. It would mean a ton. I hope you have the best day of your life today.
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