The Easiest Way to Actually Make Money With AI

0:00 99 out of a hundred people need the service.

0:02 That's a three to $5,000 upsell all day.

0:04 And a lot of people hear that and are like, "Oh, well,

0:06 like I'm I'm not an expert." You don't need to be an AI expert to do this.

0:10 You just need to be one step ahead of your average client,

0:13 which is literally you studying this stuff for like 7

0:15 days and then you can easily go out and sell it.

0:18 I did exactly that.

0:19 So, these are seven ways that anybody can sell AI services,

0:23 followers or no followers.

0:25 So, the first, and this one is such a no-brainer, but nobody is going to do it.

0:33 All right, guys.

0:34 Today we're going to zoom in.

0:35 I talk a lot about AI consulting, this and implement AI in a small businesses,

0:39 that yada yada yada,

0:40 but let's just talk about doing AI audits for small businesses.

0:43 That's it.

0:44 And getting paid $1,000 to do it.

0:46 And all you're doing is prompting Claude and using

0:49 a voice agent to interview a business owner about his business.

0:52 That's it.

0:52 That's all we're talking about today is selling AI audits

0:55 to small business owners for $1,000 with basically no cost.

0:59 It's almost pure profit margin.

1:00 I found a guy on Twitter who does exactly that.

1:02 He's very good at it.

1:03 He tells us how to get customers.

1:05 He has a sevenstep process for finding customers that we'll get to at the end.

1:08 And it's very real, very tactical.

1:09 You're going to love it.

1:10 I was at lunch one day with a friend of mine who was like, "Corey," he's like,

1:13 "I would literally pay you $1,000 just to follow me

1:16 around for a day in my office and just tell me

1:19 where I can be using AI." And that was like

1:21 a huge light bulb moment for me because I was like,

1:24 hm, that's interesting because he's probably not the only one who thinks that.

1:28 So there's probably a business here,

1:30 but obviously it's not scalable in the sense that I can't

1:32 just be driving around to different offices all day and doing that.

1:35 So what's another way we could do that?

1:37 And that led me to coming up with this AI audit product, which again,

1:41 I'm sure we'll get into the weeds of like

1:43 what that actually entails and how people can implement it.

1:46 But instead of following people around,

1:48 we literally just do a Zoom call for 45 minutes,

1:52 take the transcript, essentially feed it into Claude,

1:55 research a few different AI tools that people

1:57 can implement to solve some of their pain points,

2:00 and then deliver it in a report, and then do a follow-up call,

2:04 and then upsell them on a number of different services.

2:06 So that like in a nutshell, it's that simple.

2:08 I love how that like this business started

2:11 on that one conversation because you're like if

2:13 one person would pay a thousand bucks

2:15 for this, there's got to be more for your friend.

2:17 Did you literally follow him around or did you not even start with that?

2:21 Did you quickly learn that's not even necessary?

2:23 Yeah.

2:23 So, I didn't even start with that, but it was

2:26 I swear it was like such a light bulb moment.

2:28 Like I remember it so vividly him saying that and like at first

2:31 I I kind of brushed it off and then I'm driving home.

2:33 I just like could not shake that thought.

2:35 And I'm like, "All right,

2:36 if this guy who's super successful is offering me to, you know,

2:39 pay me so I can tell them how to learn AI,

2:42 there's got to be people all across the spectrum

2:44 of business owners who need this exact same

2:47 thing." In talking to probably 50 to 100 different

2:50 business owner sense that has absolutely been the case.

2:53 Like 99 out of a 100red people need the service.

2:57 All right, you're speaking my love language here.

2:59 What about in lie of a 45minut Zoom call?

3:02 Would it be more or less effective slashefficient for them to just have

3:07 a normal workday and just loom the whole

3:09 thing like screen record the whole thing?

3:11 So, a couple of of ways I want to go with that.

3:14 So, and I think what I'm going to kind of tell you next,

3:16 I think you're going to love it.

3:17 But that's actually what we did first, right?

3:20 Because this audit, we actually call it

3:22 an assessment because it's just a little less aggressive.

3:25 Yeah.

3:25 Yeah.

3:26 People hate audit getting audited, but they don't mind doing an assessment.

3:29 So that was actually the first iteration of the assessment is when we were kind

3:34 of piloting this out and doing some some of these for free to get feedback,

3:38 which I recommend anybody do.

3:39 We asked people, we said, "Hey,

3:41 can we add you to our Loom account as a user?" And then all we

3:45 ask you to do is when you sit down to do a deep work session,

3:49 hit record, work for 60, 90, 120 minutes,

3:52 and then that'll pipe it right back to us.

3:55 And then we can take that screen recording

3:57 and you know essentially do the assessment based off that.

4:00 And what we found is that was just asking too much of people.

4:04 They hadn't used Loom before.

4:05 It's too foreign.

4:06 Yeah.

4:06 It's too foreign.

4:07 And it is part of our daily routine as it is.

4:11 So whatever one more Zoom, but this is like, all right, what?

4:15 Huh?

4:15 Yeah, we found it was way too much friction.

4:18 What if I spend 30 minutes on Reddit?

4:19 Like do I need to pause it?

4:20 Like are you going to judge me?

4:22 There's all kinds of variables in there.

4:23 So, I can see why that wouldn't work.

4:25 Okay.

4:26 And and so, just not to jump too far ahead, but as you can probably imagine,

4:30 the bottleneck in the initial iteration was, well,

4:32 I can't be following people around all day at the office.

4:36 The bottleneck in this iteration is, well,

4:37 there's only so many Zoom calls I can do in a given day.

4:41 Now, the current iteration is a voice

4:43 agent with a phone number that the business

4:45 owner can call and have a 20 to 30 minute conversation with this voice agent,

4:51 which is like shockingly good.

4:52 Like we've tested it thoroughly.

4:54 You'll talk to this voice agent and you're like, "Wow,

4:56 I literally feel like I'm talking to a human and the voice agent,

5:00 her name is Annie, she's the one doing the assessments now.

5:03 She's asking the questions and when they hang up with her, it pipes right back

5:07 to our other AI agent who then

5:09 analyzes the transcript and builds the report." So,

5:11 you don't even do the Zoom calls anymore.

5:13 Not anymore.

5:14 Right.

5:14 That's that's our most recent iteration as of like the last couple of weeks.

5:18 Do you basically say call this number at your convenience 24/7 doesn't matter.

5:22 and just answer the questions.

5:23 Correct.

5:23 Yeah.

5:24 So, that's the way we have it set up now is that they just call a number.

5:27 Yeah.

5:28 They can talk to it at 2 in the morning if they want.

5:31 And Yeah.

5:31 Are those questions standardized or does the AI

5:34 like adjust on the fly based on the answers?

5:37 Yeah.

5:38 So, when we originally when we did the first assessment,

5:41 we just had a very general question bank.

5:43 And then what we've noticed is that obviously

5:46 everybody we do these for, they're a little different.

5:48 And so, we've done probably eight or nine different industries now.

5:51 And so we've kind of taken that and combined it into a master bank

5:55 so that voice agent can pick the questions that make sense for that industry.

5:59 Starting general and then kind

6:01 of moving more specialized throughout the process,

6:04 which is how I did it when I was doing them.

6:05 Hey, YouTube's fine, but what about when you're driving around?

6:07 What about when you're mowing the lawn?

6:09 You need my audio podcast, The Kerner Office.

6:12 Just look up TKO Pod in Apple, Spotify, or wherever you get your podcast.

6:16 Can we try it?

6:17 Yeah, we can call it right now.

6:19 All right, let's see.

6:19 Let's call it right now.

6:20 Hi there, I'm Annie from Return My Time.

6:22 Thanks for hopping on.

6:23 This is a quick chat to learn about your business and what your day-to-day

6:27 looks like so I can spot the best places AI can give you time back.

6:31 You ready to get started?

6:33 Yeah, Annie, let's get started.

6:35 Awesome.

6:35 What's your name?

6:36 My name is Chris.

6:38 Nice to meet you, Chris.

6:39 So, tell me, what do you do in your business?

6:42 I am a an e-commerce entrepreneur.

6:44 I sell things on Amazon.

6:46 How long have you been selling on Amazon?

6:48 Uh, almost nine years.

6:50 Nine years.

6:50 Wow.

6:51 You've seen all the Amazon waves.

6:53 Do you run this solo or do you have a team helping you?

6:57 I have two warehouse employees and I have four virtual assistants.

7:01 Oh, nice.

7:02 That's a solid setup.

7:03 What tools or software are you and the team

7:06 using dayto-day to run the Amazon business?

7:08 So, we're using the full Google Workspace suite, Sheets, Docs, etc.

7:13 And then we're using a tool called Smart Scout.

7:16 Perfect.

7:16 That gives me a good snapshot of your stack.

7:19 What's the biggest headache in your workday right now?

7:22 I would say finding new suppliers is our biggest bottleneck.

7:25 Yeah, that makes total sense.

7:26 And so Chris, she'll go on for 10 or 15 minutes.

7:29 Yeah, we can I I think I've got a good glimpse of it.

7:33 Okay.

7:34 Yeah, so that's that's kind of the gist.

7:36 And like as you can see right, I've talked to a lot of different, you know,

7:40 answering services or or bots before and I feel like she is

7:43 one of the more humanlike ones that I've come into contact with.

7:46 And of course, she'll just kind of go on with that line of questioning for 10

7:50 to 15 minutes or up to 20 minutes and really dig in on those pain points.

7:53 And she's not going to prescribe any tools or any solutions on the call.

7:57 That's not her job.

7:58 She'll then take that transcript, like I said,

8:00 and then pipe it over to a different AI

8:03 agent that we built specifically to create those assessments.

8:06 And how did you build that uh voice agent?

8:09 Yeah, so my business partner Nick, he is the technical brains.

8:13 I know he built the voice agent on the back of retail.ai, which I think is re L.

8:20 Yeah.

8:21 Yeah.

8:21 And so, and then the actual processing the transcripts and building the report.

8:26 He's built a a series of multiple skills to go

8:29 and do each step of the process one at a time.

8:32 And so, I'm I'm sure you're probably familiar with skills,

8:35 but maybe we could define that for the audience if they haven't heard of that.

8:38 Yeah, just like a it's like a literal skill that an AI agent can perform.

8:42 Maybe it's like opening Chrome browsers

8:45 or scraping something or emailing people, right?

8:47 Yeah.

8:48 That's a skill is essentially like an SOP, a standard operating procedure.

8:52 So it's like the recipe that you build one time and then you hand it

8:56 to the AI agent and then the agent just

8:59 follows that recipe the same way every time, right?

9:02 So for example, in our assessment process, we have a skill that takes the raw

9:06 transcript and cleans it up and formats it appropriately.

9:09 and then it might go and you know search through thousands of different AI tools

9:14 on the internet to find the specific ones

9:16 that meet the pain points from from the client.

9:19 Now with that said right cuz I know we're going to talk

9:22 about how someone can copy this idea and do it themselves.

9:26 You don't need this like complicated layer of agents.

9:29 You don't need to build all these skills from scratch if you're starting out.

9:33 You can literally take the transcript of your conversation

9:36 with the client, give it to Claude,

9:38 tell it to go find a couple off-the-shelf tools that meet their needs,

9:42 and it'll do it'll do it just fine.

9:44 Right.

9:44 And then ask how to install those offtheshelf tools.

9:47 Right.

9:48 Exactly.

9:48 Cool.

9:48 This sounds interesting.

9:49 Never heard of it.

9:50 How do I do it?

9:51 Yeah.

9:52 Like this.

9:52 Exactly.

9:52 I mean, we still do that to this day.

9:54 like it'll you know we built a a pretty intricate setup

9:57 to go and do this research but sometimes it'll send me it'll prescribe

10:00 a tool for the client and I'm like that's never heard

10:03 of that tool like what does that do so then I'll just ask claude

10:06 explain it to me like how would they actually implement this in practice

10:09 so that I can get a good feel for what the tool

10:12 does when I'm going into the follow-up call with the client

10:15 and I can confidently pitch it as a good solution to their problem.

10:19 Okay.

10:19 So 1,000 bucks from your friend.

10:21 He's a a busy mortgage broker.

10:23 Are you able to show us what you provided to him?

10:26 Was it generated by Claude?

10:28 Yeah.

10:28 So this this particular report, it's not generated by Claude.

10:32 So what the the agent does is it outputs uh a docx file.

10:36 So basically just a word doc file and then we can upload that to we

10:40 use gamma which is an essentially like

10:43 an AI document and slideshow creation tool.

10:45 So, I'm happy to share my screen and show you assessment example because this is

10:49 going to be this is going to be where a lot of the the juice is,

10:54 especially for anybody that wants to replicate this.

10:56 And so, just as a heads up for people too, right?

10:59 So, this template here that we've got in Gamma, if somebody wants this template,

11:03 which they can literally download, upload themselves,

11:06 and start creating these assessments for themselves,

11:09 they can go to auditlate.ai AI and get a free I'll just literally send

11:14 you a free copy of this template here so you can start doing this.

11:17 Beautiful.

11:18 And so audit template.ai.

11:20 Yep.

11:20 Exactly.

11:21 So inside gamma anytime we want to do a new assessment we just upload the docx

11:27 to the template and it just uses AI

11:29 to generate it perfectly like this every time.

11:32 So you know I'll kind of run through each section at a high level.

11:36 So we start off with an executive summary which is just

11:39 kind of reiterating the pain points that they mentioned during the conversation.

11:43 This is the outcome that they could receive by implementing

11:47 our suggestions which in this case was 8 hours per

11:50 week that they could reclaim from I think it was

11:53 only four or five tools that we recommended during this report.

11:56 So again I'm not going to go super deep.

11:59 I'm just going to cover it at a high level.

12:01 But the second slide here is what we call the effort versus impact matrix.

12:05 So this is where we take everything that every pain

12:08 point that they gathered during the uh during the conversation.

12:12 The AI will go and map on a on a matrix from effort versus impact.

12:18 And so this report is designed to focus on what we call the quick wins,

12:24 which are the pain points that are both

12:26 low effort and high impact to implement, right?

12:28 So like stuff that we can just literally install a tool and it fixes it.

12:33 And then here the recommended solutions.

12:35 This is the meat of the report.

12:37 So again in this case one of the pain points

12:39 that they have is like hey we're having a lot

12:42 of Zoom calls and Google meets and meetings

12:44 with our team but it's like nothing ever comes from them.

12:47 And I mean Chris to me and you like

12:50 the thought of not using a a meeting co-pilot like Yeah.

12:53 Noteaker like a Fathom or a Fireflies like that's so foreign to me.

12:58 But we got to remember that like 97% of people still aren't using these tools.

13:02 So, this was such a no-brainer recommendation.

13:05 It's like, hey, well,

13:06 use Fathom.ai and it's going to automatically join your meetings.

13:10 It's going to capture the transcripts.

13:12 It's going to extract action items.

13:13 And guess what?

13:14 It's free, right?

13:15 I use it and I'm on the free plan.

13:17 I've never had to pay for it.

13:18 Now again, I'm not going to go through

13:20 every one because I think you understand the concept.

13:22 But the biggest one for this particular client,

13:25 which to me I was super proud of because this was a a slam dunk use case.

13:31 So this client is a they manage wedding venues,

13:35 like wedding rental venues, right?

13:36 And they've got kind of a portfolio of them and they

13:39 have a board of directors that that they have to report to.

13:43 And so this particular person runs operations and every week,

13:46 in fact on Saturdays,

13:47 she's having to take 2 hours a week on Saturdays to put together

13:52 analytics reports for their marketing by hand

13:54 because she's so busy during the week, she can't do it during the week.

13:59 And so what we found is that she was going into Google Analytics,

14:02 Meta Ads, Google Ads, all the different platforms,

14:05 copying that information into a spreadsheet,

14:08 and then taking the information from the spreadsheet

14:10 and putting it into a PowerPoint.

14:12 And we found a tool called Dash This, which literally isn't even an AI tool.

14:17 It's just an off-the-shelf SAS tool that plugs into those analytics

14:21 tools and just puts the information into a dashboard.

14:24 So, it cuts out the PowerPoint and the Excel spreadsheet step and it

14:28 costs $42 a month and it's going to save her two hours a week.

14:32 This right here is going to save her eight hours a month.

14:35 Like, I think most business owners out there would

14:37 trade $42 a month to get eight hours back.

14:40 Right.

14:41 Right.

14:41 So, these are the types of like tools

14:43 and recommendations that we're giving to people here.

14:45 So, when you generate this report, do you just send it to them or do you

14:48 hop on a call and walk through it with them?

14:50 Yeah.

14:50 So, that's what I was saying earlier.

14:52 So, we always send it to them in advance.

14:54 So, typical turnaround time is going to be within 48 hours.

14:57 We send over your report and then you'll see when we get to the bottom,

15:01 there's a place for them to book a 30 minute follow-up call.

15:04 So, we give them the report beforehand for them to review

15:06 and then we jump on a follow-up call with them where, like I said earlier,

15:10 I'm literally screen sharing my screen just like I am with you right

15:13 now and we're walking through it just like I am with you right now.

15:17 Okay.

15:17 So, a,000 bucks for this first one.

15:19 Was your friend happy?

15:21 So, we're charging a,000 bucks now.

15:23 Actually, when I first started,

15:24 we did the first two or three for free to get testimonials

15:28 and to to really work out the kinks of the whole process.

15:32 After free, it was $200 an assessment.

15:34 After 200, it was $500 and now we're charging a,000.

15:38 And the feedback all along the way at every price point is like,

15:41 "Wow, I wish we would have known about these tools 6 months ago.

15:45 This is great.

15:46 What else can we do together?" which is, you know,

15:48 I'm sure what we'll get into shortly,

15:50 the all the upsell opportunities that come from this.

15:52 Let me ask you something.

15:54 How many leads have you lost because nobody picked up the phone?

15:57 An 8:00 p.m.

15:57 call comes in, you're at dinner, and you let it go to voicemail,

16:00 and by the time you call back the next morning,

16:03 they've already hired someone else.

16:04 And that's reality.

16:05 Leads come in after hours when emergencies strike.

16:08 And when you miss the call, you miss the job.

16:12 And it's not about quality, it's about speed.

16:14 Highlevel built an AI employee to fix just this.

16:17 It answers real phone calls, talks to leads,

16:20 qualifies them, and books appointments directly on your calendar 24/7.

16:25 Also, it'll handle text, DMs, and web chat.

16:29 So, you can stop missing revenue just because you couldn't grab the phone.

16:34 Oh, and you can also white label the entire

16:37 thing and resell it to your clients as your software.

16:40 charge them monthly and that is

16:42 recurring revenue that you didn't have yesterday.

16:46 So check out gohighlevel.com/tkopod and they will give you

16:49 a 30-day free trial to see what I mean.

16:52 They're paying you to be upsold exactly because if you you know if you

16:56 and that's what we realized too is that like well when we were charging

16:59 $200 of course like they got value out of it but to the client

17:02 it was like oh it's 200 bucks like how good can it be right?

17:06 It was one of those like perceived value things of the $200 assessment.

17:09 But now that we're charging $1,000,

17:12 clients are way more they're just way more bought into, you know,

17:16 looking at it and paying attention to the suggestions and we're taken a lot

17:21 more seriously when it's time to discuss

17:23 an upsell because they've already invested $1,000.

17:25 Well, now we might as well, you know,

17:27 take this thing to the finish line and see what we can do next.

17:30 If you have a legitimate reason for charging

17:32 them say 3500 for doing something bigger after

17:35 this, it's a much harder like a bigger jump to go from 200 to 3500 than it is.

17:40 So you're almost shooting yourself in the foot later on by being cheap early on.

17:44 Like you just shoot yourself in both feet so to speak.

17:47 Right.

17:47 Exactly.

17:48 If you charge a,000 then like 3500 it's

17:51 not it's still in the ballpark, you know?

17:53 What's an example of a a common upsell?

17:56 So, you you charge a,000, they pay it, you show them the audit.

17:59 How much are you going to charge for what type of service?

18:02 Yeah.

18:02 And I'll show you essentially our upsell menu.

18:04 I'm happy to do that.

18:06 Let's do it.

18:07 Yeah.

18:07 And I just want to finish out kind of what's in the assessment here real quick,

18:11 too, just to kind of put a bow on it for people.

18:13 So, after we go through the the recommendations,

18:16 then we've got what we call a 4-day quick win plan where we just

18:20 try to make it super super simple

18:23 for people to implement what we've suggested, right?

18:25 Because a lot of times people get this and they're still overwhelmed.

18:28 So it's like, hey, day one,

18:29 all you got to do set up Fathom and connect it to your calendar.

18:34 Done, right?

18:34 So the quick win plan is designed to just bring it down

18:37 to the ground level and make it super easy for them to implement.

18:40 And then when it comes to upsell opportunities,

18:43 that's what this section is all about.

18:45 What comes after quick wins?

18:46 So this is kind of where we're planting that seed in their mind of like,

18:50 well, hey, this report gives you all the quick wins, but what's in this section?

18:54 this stuff is a little bit of a heavier lift.

18:56 So the this is what the bulk of the conversation comes down

18:59 to when we're talking about like what can we do next, right?

19:02 So in this case, we recognize that they're not using a CRM.

19:06 This is a sevenf figureure business that is literally not using a CRM.

19:10 So hey, how about we set up a go highle CRM

19:14 for you and connect it to your to your other tools, right?

19:18 That's easily a $3 to $5,000 proposal, right?

19:21 And then how about we create a clawed skill that captures your brand

19:26 voice so that a lot of your social media content isn't generic,

19:29 which is one of the pain points they mentioned in their interview, right?

19:33 And you can go on and on.

19:34 So that's what that section is.

19:35 And then we we quantify the financial impact of like, hey,

19:38 you're getting 8 hours per week back if you implement our suggestions.

19:42 We just assume the month or the hourly rate is $100 an hour,

19:46 but for most business owners, it's a lot higher than that.

19:50 in this case is, I think, $3,200 minus the monthly tool cost of what

19:55 we're prescribing here of $59 a month.

19:57 So, we try to make it super simple that like, hey,

20:00 if you just do what we say, it's it's worth it.

20:02 If I were you, I would take this slide,

20:04 duplicate it, and put at the very top as well.

20:07 Right saying that, no, right as you were saying that, I was like, "Oh,

20:10 that's I know what he's going to say, and I'd need to do that." Yeah.

20:13 Because it's a hook.

20:14 It's like, "All right, how you know?" That's really good feedback.

20:17 And so if you want to go into all the upsell opportunities.

20:20 So inside of Claude, I kind of put together this little diagram today.

20:25 So here at the top is is like a high level of the whole

20:29 process if somebody wanted to just copy exactly the way we do things.

20:33 But if we want to get into the actual upsell menu.

20:36 So one of the things that you can

20:39 upsell is what we call process optimization work.

20:42 So, you know, naturally for during this assessment,

20:45 we're going to uncover a lot of things that people just want to automate, right?

20:48 They're like, "Hey, this thing's t this thing's eating up 10 hours a week.

20:51 I just need to automate it.

20:53 I just need to hand it off to AI and be

20:55 done with it." But what we find is that, well,

20:57 this process is taking you 10 hours a week

21:00 because it's 15 steps and it should be seven steps.

21:03 So, we're not just going to automate the current process.

21:05 That's going to be you're just going to be speeding up in efficiency.

21:09 First, we got to fix the process, right?

21:12 And that's going to be one engagement in and of itself.

21:16 And we've successfully sold process optimization engagements for $3

21:19 to $4,000 at a time just to fix one process.

21:23 And then to actually go and automate it or add AI to it,

21:27 that's a whole separate engagement, which might be another three, five, 10K.

21:31 Does that make sense?

21:32 She's Yeah.

21:33 Yeah, I mean as a Zapier junkie, like a a certified Zapier junkie,

21:37 I think some of these things I could knock out in like 15 minutes,

21:42 you could, but the the business owner, there's still a lot of value, right?

21:45 Like that's after a decade of tinkering with Zapier.

21:48 Like my Zapier account is way old, you know?

21:51 So like that decade of experience allows me

21:54 allows you to charge $1,000 an hour for something.

21:57 Exactly.

21:58 You know, you're right.

21:59 And so, so that's just kind of the the first

22:01 place we go is a lot of times process is broken.

22:04 We got to fix it first.

22:05 That's going to be that's a three to $5,000 upsell all day, right?

22:09 Second thing, exactly like you said,

22:11 is sometimes they just need like a two-step zap created.

22:16 Mhm.

22:16 Or like a make.com automation implemented.

22:18 In that case, right, 1 to 3K is pretty standard.

22:22 Actually, for this exact client that I just showed

22:24 you the redacted uh assessment for the wedding venue business,

22:28 we did a build for them $1,500 a Zapier automation to essentially

22:34 format their ASA projects in a certain way every time they got

22:38 a new client because their operations manager was having to come

22:41 in and spend 30 minutes per client to set up this Asauna project.

22:45 Built them a Zap year automation, 1,500 bucks, done.

22:48 Saved him a ton of time and they loved it.

22:51 Right.

22:51 So amazing.

22:51 That's another one.

22:52 And then this one, this is actually we're in the middle of one of these projects

22:57 right now and we've got another one

22:59 in the pipeline is a simple knowledge system.

23:02 So another client that we did uh an assessment for.

23:06 He is the owner of a business brokerage.

23:09 He does uh five to seven listings per year, right?

23:12 Because these are bigger deals.

23:13 That's a lot of money.

23:15 Yeah, it's a lot of money.

23:17 He's killing it.

23:17 But every time he goes to list a business,

23:20 he's getting 200 to 400 emails just in the first week from potential buyers.

23:26 I know that business well.

23:28 It's a tough business.

23:30 Yeah.

23:30 But so not only tire kickers, but of the 400 questions,

23:35 95% of them are the same 10 questions.

23:37 So I told Just like real estate.

23:39 Yeah.

23:39 I mean, my wife's a real estate broker and every

23:42 call is just her answering questions that's in her freaking listing.

23:46 Exactly.

23:46 Come on.

23:46 Yeah.

23:47 So, and that's why I told him, I'm like,

23:49 "Ron, you you are the owner of this company.

23:52 Like, you have no business answering all these questions.

23:55 Let's just create a custom GPT that we train on your SIM,

23:59 which is essentially the marketing package for the listing.

24:02 We create a custom GPT trained on your SIM,

24:05 and we just give that to buyers so that that can handle 95% of the Q&A workload,

24:10 and only 5% of the questions make it into your inbox." and he loved it

24:15 and we we built that for him and it's it's saving him a ton of time.

24:19 So that's another, you know,

24:20 example of what we call like a knowledge system, right?

24:24 Super honestly pretty easy to build,

24:27 but the the key there is in the system prompt.

24:30 For example, you know,

24:31 don't give the listing company's phone number out and you know,

24:34 don't give this specific financial data out.

24:36 Make sure you only give this, right?

24:39 But once you've done the system prompt one time,

24:41 we can go and sell that to him for every listing he ever has again.

24:45 You see what I mean?

24:46 Yeah.

24:46 Now, you've mentioned brokers a few times, real estate, business brokers.

24:50 Are there certain industries that this sale,

24:53 both the audit and the upsells work better for?

24:56 Cuz you know, with any any service in any

24:58 industry is going to work better or worse.

25:01 What kind of patterns have you noticed?

25:03 Yeah, that's a good question.

25:04 So, I don't want to say that like it doesn't work well

25:08 in one industry versus another because we've had clients across the board.

25:12 Like we've had again realtors, business brokerages, wedding venue operators.

25:17 We had one recently who owns a barber school.

25:19 It's just it's all across the board.

25:21 I mean, my my honest answer would be if you if you have

25:25 a team and it's not you're not just a solo operator and you're you know,

25:29 you got your hands in a lot of different pots in your business,

25:32 it's probably going to be a at least the assessment

25:34 is probably going to be a good fit for you, right?

25:36 And I'd say if you're in the if you've got like five to 50 employees,

25:42 then the assessment's a no-brainer.

25:44 And there's probably going to be

25:47 at least three to five upsell opportunities across,

25:49 you know, some of these different buckets here.

25:52 Okay.

25:53 I think the the golden question is how do you find customers here?

25:58 Yes.

25:58 How do you find customers?

26:00 That's a great question.

26:01 So, I've got you covered there.

26:04 So, I actually wrote uh an article on X a couple weeks back.

26:08 I think the title of the article was seven ways

26:11 to sell AI services if nobody knows who you are.

26:15 So, these are seven ways that anybody can sell AI services,

26:19 followers or no followers, right?

26:21 So, the first and this one is such a no-brainer, but nobody is going to do it,

26:28 is to host a local AI meetup in your town, right?

26:32 You go on Luma, you go on meetup.com and you literally just say,

26:36 "Hey, AI for small business meetup." And I did exactly that.

26:39 Not like a presentation, not a seminar, a sales pitch,

26:42 a sales pitch, but I think it's important that you are the authority.

26:46 You're the guy that put this thing together, like the organizer of it.

26:50 That automatically makes you the deacto smart guy in the room.

26:54 Right.

26:55 Exactly, guys.

26:56 TK owners.com.

26:56 That's my community where people are building businesses.

27:00 I do AMAs, Q&As's every week live.

27:02 You can ask me anything you want.

27:03 You can have accountability partners.

27:05 It's about a thousand people in there building, starting, growing businesses.

27:08 Check out TKO as in the current office, tkowners.com.

27:11 And a lot of people hear that and they're like,

27:13 "Oh, well, like I'm I'm not an expert.

27:15 I've only been learning this stuff for like 2 weeks." And chances are that's

27:19 13 days longer than every other person that's going to be in attendance, right?

27:23 So, I did exactly that.

27:24 I reached out to actually the realtor that sold me my house and asked her.

27:29 I said, "Hey," because I know she's well connected in the community.

27:32 I'm like, "Hey, do you want to either partner

27:35 on this free AI event or can I, you know,

27:38 do it inside your office for your team?" And she

27:40 was more than happy to help me facilitate that.

27:43 So, I did a free AI meetup inside of her office.

27:47 And many people that attended were brokers

27:49 and and honestly the broker in charge in her office.

27:52 And that is I did exactly what you said, Chris.

27:55 I just did a free little 20 25 minute presentation, pure value, no pitch at all.

28:00 Captured emails at the door of people that were

28:03 there and and we did an assessment for and it, you know, it turned into revenue.

28:07 So that's something that anybody can do.

28:09 It just takes, you know, a little bit of promotion, a little bit of hustle.

28:13 That's it.

28:13 I guarantee you I could pitch some sort of workshop or some sort of actual

28:18 paid event at their office and I can virtually guarantee they'd go for it.

28:23 Yeah.

28:23 Right.

28:23 So that that one's a no-brainer.

28:25 AI meet up in your city.

28:27 Now the next one, and Chris,

28:29 I know you'll appreciate this, is to door knock some local businesses.

28:33 Again, something that 99.9% of people are never going to do.

28:39 But it's like door-nocking a business to try to talk about AI in 2026.

28:44 Do you realize how easy of a conversation that is versus door-nocking

28:49 a business and trying to sell them like insurance or, you know,

28:54 even home services because of how everybody is thinking about AI right now.

28:59 Like you're not even showing up trying to sell something.

29:02 you're just trying to show up and have a conversation

29:05 about how they are or aren't using AI in their business.

29:08 And as always, we lead with value.

29:10 And if it turns into a sales conversation, so be it, right?

29:13 But that's a really easy way to get your foot in the door,

29:17 especially if you're new and especially if you're only charging,

29:19 you know, 200 bucks for an assessment or 500

29:22 bucks for an assessment if you're starting out.

29:24 Would you agree?

29:25 Yeah.

29:25 Yeah.

29:26 100%.

29:26 What about the free audits?

29:27 Can you speak to that?

29:29 Yeah.

29:29 So, and like I said earlier, this is kind of how we started off

29:33 in in trying to prove this concept and get some testimonials.

29:36 So, I'm a part of this just like local CEO

29:40 peer group here with there's like 11 or 12 guys, all different industries.

29:44 Most of them are older, right?

29:45 They're not very in tune with AI, but they're all successful business people.

29:49 And I reached out to all of them and I said, "Hey guys,

29:52 I'd love to do a free audit for two or three of you guys.

29:55 Are you open to that?" And of course, they were like, "Well, yeah, obviously.

29:59 why wouldn't we be?

30:00 So, we did exactly that.

30:02 We did the audit.

30:03 We delivered it to them.

30:04 They saw the value.

30:05 They gave us a testimonial and that was that.

30:07 So, from there, the free audit doesn't need to be the end of the line.

30:11 You could then, you know, tactfully upsell those people because you know them.

30:15 It's somebody in your network, a a warm contact most likely.

30:18 Who's to say you don't do a free audit and then turn around and do a, you know,

30:23 $1,500 Zapier automation build, right, to to start with them?

30:27 You know what I mean?

30:29 Yeah.

30:29 I love it.

30:30 What about office hours?

30:31 Yeah.

30:32 So, that's another one that again anybody could

30:34 do and you don't need to be an expert.

30:37 You just need to be one step ahead of the average person,

30:40 which isn't that hard these days.

30:42 So, you could go to a co-working space or I

30:45 mean kind of like I did with the AI meetup,

30:47 like go to any of the realtor offices in your town.

30:50 You know how many realtor offices if you went to them and said, "Hey,

30:54 can I just host a free uh weekly

30:56 or monthly AI office hours in your office where I

30:59 literally just show up and sit there and work

31:02 on my computer and if people have AI questions,

31:05 I just answer their questions." Like, they're all going to say yes to that.

31:09 And you know, you're you're either going to get audit clients out of that.

31:13 The brokers in charge at the office might

31:15 want to talk to you about doing workshops.

31:17 I mean, the very worst thing that would happen if you did that is you get

31:21 a lot of really good contacts who know a lot of other people in the area, right?

31:26 Like virtually no downside,

31:27 especially if if you're just getting into this game, right?

31:30 Are there any other like tips or tricks or lessons you had to learn

31:34 the hard way that you could pass advice on to people to help them avoid that?

31:38 That's a great question.

31:40 So, I would say really specializing in one upsell to start.

31:44 And that's something we are still trying to get better at is like,

31:47 you know, when you get into this business and you're doing the assessments,

31:51 you start to see a hundred different things

31:53 that you could potentially upsell for a client.

31:55 But what I find is when you're a jack of all trades, you get spread really thin.

31:59 So again, if you're starting off,

32:02 get really good at the assessment and then let's just say

32:06 your your main go-to upsell is like a custom GPT, right?

32:09 So that's kind of what you're looking to upsell every time.

32:13 That doesn't mean that you say no to other upsell opportunities,

32:16 but that's kind of your bread and butter and that's

32:18 what you do really good at and that's what you productize.

32:20 So that would be my advice is just don't don't try to get

32:24 spread too thin and don't bite off more that you than you can chew.

32:27 uh especially in the early days.

32:28 I would even take it a step further and say like find

32:32 the upsell that's most closely tied to either revenue or savings for them.

32:36 Yes.

32:37 Go there.

32:37 Revenue specifically, right?

32:39 The one that's less nebulous, but like this one will make you x more dollars

32:44 per month or save you x more dollars per month.

32:47 And a really good one there and this is actually the very first

32:51 AI engagement that paid engagement I ever did is a speedtole AI agent.

32:56 Right?

32:56 So what you find is that a lot of a lot

33:00 of service businesses particularly they they're

33:02 not picking up the phone fast enough.

33:04 Right?

33:05 Leads are coming in.

33:06 They're getting emails from leads at 1000 p.m.

33:08 or 2 a.m.

33:09 or at a time when they can't answer the phone or the email.

33:12 And if they don't answer within 10 minutes or sometimes even less,

33:15 that lead's going somewhere else.

33:17 So the very first AI solution I built for somebody was a within make.com,

33:23 which you can do the same in Zapier,

33:26 an AI agent that when somebody submits a form on their website,

33:30 it responds but in a personalized manner,

33:32 not just like, hey, we received your form, you know, we'll get back to you.

33:36 It looks the person up.

33:38 It tailor a response to them and then it can have a conversation back and forth

33:43 with them to get a call scheduled with an actual salesperson and in this case

33:47 get a tour scheduled for a wedding venue because it was that same wedding

33:52 venue business that I mentioned because their saleserson

33:54 all day she's doing tours in person.

33:57 So they have leads coming in on the website and she's been doing tours all day.

34:01 So she can't get back to them until 6 7 8 hours later.

34:04 So when we implemented this speed tole agent that's

34:07 trained on all their FAQs and everything about their property,

34:11 they started booking more tours immediately and it was

34:14 it directly tied to revenue because their average deal size

34:18 is 11 grand and they know that if they get

34:21 somebody on a tour they have a 40% close rate.

34:24 So, it's so easy to quantify, oh,

34:26 if this speed tole agent gets me, you know, one, if not two more tours a month,

34:31 it's going to make me an extra 11 grand is really what it comes down to.

34:35 When you take the transcript of the call

34:38 or of the the Zoom call or the voice agent call,

34:41 what is the prompt you give to Claude to get that output, the audit output?

34:45 What I will say for the audience is

34:47 that they don't need to get crazy with the prompt.

34:50 They can literally say to Claude, "Hey,

34:52 I've attached the transcript of a conversation I had with a local business

34:56 owner." Your job is to go out on the internet and find any

35:01 AI tools or just any software tools that they can implement that are

35:05 offtheshelf that can fix the pain

35:07 points that you've identified from the transcript.

35:09 Like it can be that simple.

35:11 And there are some websites, I think Futuredia is one of them.

35:15 also is one called there's an AI for that I

35:19 think.com that are literally just directories of thousands of AI tools.

35:23 So you could just tell Claude, "Hey,

35:25 go search futurepedia and find some tools that solve the pain points

35:29 that this client has based on this transcript." You see what I mean?

35:33 Yeah.

35:34 Yeah.

35:34 I never heard of Futuredia.

35:36 Well, Corey, is there anything that we should have covered that we didn't cover?

35:39 Anything we missed?

35:40 This has been excellent.

35:41 I think we touched on all of it.

35:43 No, I mean the the one thing I'll leave everybody with is again,

35:46 you don't need to be an AI expert to do this.

35:48 You just need to be one step ahead of your average client,

35:51 which is which is literally you studying the stuff for like

35:54 seven days and then you can easily go out and sell it.

35:57 So that'd be my best tip.

35:59 Just get after it.

36:00 Okay.

36:00 Well, thank you, Corey.

36:01 Is there uh where can everyone find you?

36:03 Yeah, so they the best place is on my podcast called Build with AI,

36:07 which is on YouTube and on any podcast platform.

36:10 I do live AI builds and tutorials twice

36:13 a week and that's going to be the best place.

36:16 Okay.

36:16 Thank you, Cory.

36:17 Thank you, man.

36:18 Listen, I need more people like this to interview on my podcast.

36:21 So, if you know of someone with a sidehustle

36:24 or a business that's unique and cool and super profitable,

36:27 email Molly M o lycofounders.com.

36:29 That's one word, coofounders.com.

36:31 Molly co-founders.com.

36:33 Tell her your story and we'll give you

36:35 a hundred bucks if we end up interviewing them.

36:37 Please share with a friend, hit a like or a comment below,

36:39 and we'll see you next time on the Kerner