Build With AI

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In this episode, I pull back the curtain and let you listen to a real $999 AI assessment for a real client, start to finish. This client is a business broker prospecting home service business owners for M&A deals, building agentic systems with Claude Code and HyperAgent. Learn how to diagnose an overbuilt AI system, spot the 80/20 opportunity in a workflow, and deliver high-value recommendations.

Timestamps:

00:00 - Why I'm showing you a real paid assessment

00:52 - Kicking off the call and confirming the client's starting point

02:03 - My approach: mostly listening, probing questions first

02:50 - Client's background as an M&A business broker

04:07 - How he prospects home service business owners today

04:44 - Building his Claude agentic team for prospecting dossiers

06:55 - Live screen share of his cannabis M&A buyer dossier

10:54 - Finding the real gap: dossier is automated, outreach is manual

13:53 - Why he built a HyperAgent team on top of Claude Code

16:09 - His own diagnosis: I think I overbuilt this

19:14 - Second workflow: automating cold contact-form outreach

24:06 - Client admits he's diluted himself in a sea of agents

29:21 - Identifying the 80/20 opportunity together

30:41 - Wrapping the call and setting up the report

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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.

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Website: https://masteringai.io 

Email: [email protected]

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

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FIND DINO ON SOCIAL Instagram: https://www.instagram.com/dinowatt/

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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

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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

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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

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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.

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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.

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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

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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.

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