Episode Details

Free audit template Corey is giving away — https://audittemplate.ai In this episode, I sat down with Chris Koerner and outlined how I sell AI assessments to small businesses. Timestamps 00:00 – Intro 00:33 – The $1,000 AI audit pitch 01:10 – The lunch conversation that started it all 02:23 – Why 99 out of 100 owners need this 02:57 – Why Loom screen recording failed 04:25 – From Zoom calls to a voice agent 05:31 – Meet Annie, the AI interviewer 06:17 – Live demo of the voice agent 08:06 – How the voice agent was built (Retell + skills) 10:18 – Walking through a real assessment in Gamma 12:00 – The effort vs impact matrix 13:00 – Wedding venue saves 8 hours with Dash This 15:16 – Pricing journey: free to $1,000 17:30 – Why charging more makes upsells easier 18:02 – The full upsell menu breakdown 22:00 – Custom GPT knowledge system for a business broker 24:46 – Which industries this works best for 25:53 – Seven ways to find clients with no followers 26:39 – Hosting a local AI meetup 27:30 – Door-knocking businesses in 2026 29:25 – Using free audits to land warm contacts 30:30 – Running free AI office hours 31:30 – Hard-won lessons and the speed-to-lead upsell 34:36 – The simple Claude prompt that builds the audit 35:33 – Where to find Corey Key Points The business started from one lunch where a friend said he'd pay $1,000 just to be followed around for a day. After validating with 50–100 owners, Corey found 99 out of 100 small business owners need this — they just don't know which AI tools to use. The upsell menu is built into the report. Common follow-ons: process optimization ($3K–$5K), Zapier or Make automation builds ($1K–$3K), custom GPT knowledge systems, CRM setups (high-level CRM at $3K–$5K), and speed-to-lead AI agents tied directly to revenue. The seven-way client acquisition playbook works with zero followers: host a local AI meetup on Luma or Meetup.com, door-knock local businesses, run free audits for your network, host free AI office hours at coworking spaces or realtor offices, partner with well-connected locals, and lean on warm intros from your CEO peer group. You don't need to be an AI expert. As Corey puts it, you just need to be one step ahead of your average client — which is about seven days of studying. The realtor's office where he hosted his free AI meetup turned into paying assessment work. The Claude prompt to generate an audit is dead simple: attach the transcript, tell Claude to find off-the-shelf tools that fix the pain points, and point it at directories like Futurepedia or There's An AI For That. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim