Grab the Free report template: https://audittemplate.ai Grab the full Excalidraw diagram: AI Assessment framework (public) — Excalidraw PlusThis 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 ea...
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.
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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
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