This is the full AI concierge business model broken down step by step. You are going to see everything from the intake form to the Notion hub to the Claude skills that handle all the follow-up work in thirty seconds. I walk through the exact process I use with real clients: how to onboard them, how to run the first call, how to automate the entire back end, and how to earn the renewal without ever having to sell them again. Outside the calls themselves, I spend less than five minutes per client. This is the full playbook.
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Timestamps
- 00:30 – Step 1: land the client from the AI assessment upsell
- 01:00 – Step 2: send the JotForm intake form before the first call
- 02:17 – The tool stack and team questions
- 03:00 – The outcomes section: what does winning look like in 90 days
- 04:00 – No form, no call: why the intake form is non-negotiable
- 04:36 – Step 3: the Notion hub walkthrough
- 06:00 – Open action items and the call log
- 07:00 – Tools and skills built on this call: the most important section
- 08:00 – How this works section and the 12-hour Voxer SLA
- 09:05 – Step 4: conducting the first strategy call
- 09:30 – Track 1: onboarding clients to Claude Cowork with the plugin
- 11:29 – Track 2: running AOA on the biggest bottleneck
- 12:00 – AOA framework: audit, optimize, automate
- 13:55 – Step 5: running the back-end skills in thirty seconds
- 14:30 – AI Concierge Follow-Up Email skill
- 15:00 – AI Concierge Call Update skill for Notion
- 15:30 – AI Concierge Post-Call orchestrator skill
- 16:14 – The follow-up email draft and one-click send
- 17:00 – Less than five minutes of post-call admin work
- 17:30 – Step 6: mind the gap, Voxer between calls
- 18:00 – Step 7: call two and beyond, stacking the build list
- 18:33 – Doubling the price for weekly call cadence
- 19:00 – Step 8: earning the renewal, the ledger does the talking
- 19:30 – The free checklist and AI Operator Academy
Key Points
The AI concierge model starts with a $999 AI assessment that upsells into an ongoing retainer. The intake form in JotForm acts as a mini audit so you arrive at the first call with a game plan instead of spending thirty minutes figuring out where to start.
The Notion hub is the single source of truth for every client engagement. After each call, a Claude skill automatically fills in the top three takeaways, action items, and a detailed list of every tool and skill built on that call. That build log is the most important retention mechanism in the entire model.
The AOA framework drives every strategy call: audit the process by having the client share their screen and show you the manual workflow, optimize by cutting unnecessary steps, then automate by turning it into a Claude skill or handing it to Cowork. Most clients hit their 90-day goal by call two or three.
Three Claude skills handle the entire back end. AI Concierge Follow-Up Email drafts a recap email to the client. AI Concierge Call Update fills out the Notion hub from the call transcript. AI Concierge Post-Call runs both in parallel. Total time after each call is less than five minutes.
The renewal sells itself. The build log inside Notion shows the client in unmistakable detail what they got for their money. You never have to pitch the renewal because the ledger does the talking.
Between calls, Voxer is the async communication tool with a 12-hour SLA. Responding faster than promised is the easiest way to over-deliver and keep clients feeling supported.
Links Mentioned: JotForm: https://www.jotform.com Notion: https://www.notion.so Fathom: https://fathom.video Voxer: https://www.voxer.com
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