In this solo episode, I walk through exactly how I deliver and fulfill a $999 AI tools assessment for small business owners, start to finish. I cover the discovery call script, how I hand the transcript to Claude to find and rank tools on an impact versus effort matrix, and exactly what goes into the final report and review call. By the end, you'll have the complete step-by-step process to deliver this entire offer yourself in about two hours for $500 an hour.
Timestamps:
00:00 - Intro: How I Deliver A $999 Assessment
00:34 - What An AI Tools Assessment Actually Is
01:35 - How The Engagement Works: The Discovery Call
03:14 - Who The Ideal Client Is
03:42 - The Scope Of The Engagement
04:28 - The Three Outcomes Framework
05:02 - Step 1: The Discovery Call
05:52 - The Exact Discovery Call Prompt For Claude
07:26 - AOA's Question Bank And Assessment Skill
08:22 - Step 2: Pasting The Transcript Into Claude
09:37 - Step 3: Building The Report
11:10 - Walking Through The Report Template
12:36 - The Four Day Quick Wins Plan
13:14 - What Comes After Quick Wins: Major Projects
14:01 - The Financial Impact Slide
14:37 - Step 4: The 30-Minute Review Call
15:02 - Pitching The AI Concierge Upsell
15:45 - The Full Offer Ladder: Mini To Paid To Concierge
16:55 - Next Steps: Run A Free Mini Assessment This Week
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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.