In this solo training, I walk through my exact end-to-end workflow for fulfilling a real $999 AI assessment, from pasting in a Fathom call transcript to handing a client a polished, ready-to-present report. I show how I run Claude's AI Tools Assessment skill on the transcript, then drop the output into Claude Design to auto-fill the assessment template with recommended tools, a four-day quick win plan, and full ROI numbers. By the end, you'll have the exact plug-and-play process to run this for your own clients in minutes.
Timestamps:
00:00 - Intro: The Assessment Workflow Question
00:28 - Installing The AI Tools Assessment Skill
00:57 - Running It On A Fathom Transcript
01:24 - The Two Outputs: JSON And DOCX
01:40 - Opening A Real Client Assessment
01:58 - Reviewing The Recommended Solutions
02:46 - Finding Alternative Tools If Needed
03:31 - Importing The Blank Template Into Claude Design
04:19 - Auto-Filling The Template From The DOCX
04:58 - Reviewing The Completed Report
05:34 - Effort Vs Impact Matrix And Quick Wins
06:01 - Recommended Solutions Filled In Perfectly
06:21 - The Four-Day Quick Win Plan
06:41 - Financial Impact And ROI Calculation
07:06 - Next Steps And Scheduling The Review Call
07:50 - Exporting As PowerPoint Or PDF
08:04 - Wrap-Up: Full Workflow Recap
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What is Build With AI?
Most AI podcasts talk about what's possible. Build With AI shows you how it's done, live. Each episode, host Corey Ganim brings on entrepreneurs and operators who share their screen and build real AI automations, workflows, and tool setups right in front of you. No boring slides. Nothing that hasn't been battle-tested. You'll watch actual implementations get built from scratch so you can follow along and do the same in your business. If you're a non-technical entrepreneur who wants to put AI to work without becoming a developer, hit play and build along with us.