Episode Details

Grab the exact template I use to deliver the $999 AI audits here (free): https://corey-ganim.kit.com/fd0829de10

This is the actual AI tools assessment template that we deliver to clients after a $999 audit. Nine slides, built from scratch in Claude Design, walked through one by one so you can see exactly what goes on every slide and why. I cover the effort versus impact matrix, the tool stack recommendations, the four-day quick wins plan that gets clients to implement at least half the report in under a week, and the financial impact slide that shows them their monthly ROI in dollars. I also show you exactly how the assessment sets up the upsell into bigger projects, and at the end I give you the actual template file so you can duplicate it in Claude Design and start using it with your own clients.

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Timestamps

00:00 – Intro: The real AI tools assessment template

00:30 – Building the template in Claude Design and why we canceled Gamma

01:00 – How to auto-fill the template by dropping in a client transcript

01:30 – Slide 1: Title slide and the tweaks menu in Claude Design

02:00 – Slide 2: Executive summary with primary pain point and outcome

02:24 – The three levers of ROI: Effectiveness, efficiency, and quality

02:50 – Slide 3: The effort versus impact matrix

03:30 – Quick wins, fill-ins, major projects, and what to ignore

04:44 – Slide 4: Quick wins summary with pain point to tool mapping

05:30 – Slide 5: The full tool stack with cost, setup time, and time saved

06:30 – Slide 6: The four-day quick wins plan

07:02 – Why the four-day plan prevents implementation paralysis

07:30 – Slide 7: What comes after quick wins and the major projects upsell

08:30 – How to tee up the upsell on the review call

09:00 – Slide 8: Financial impact and the monthly net ROI calculation

09:20 – The ROI formula: Weekly Hours Returned × Hourly Rate − Tool Cost

10:30 – Slide 9: Next steps and the review call booking

11:00 – Three questions that close 50 percent of upsells on the review call

11:43 – How to duplicate the template in Claude Design using the HTML file

12:30 – Sixty seconds to a fully imported template

Key Points

The assessment template is nine slides built in Claude Design. You can drag and drop a client transcript into the Claude Design chat and it will auto-fill the entire template for you, making this nearly plug and play.

The effort versus impact matrix is the light bulb moment for clients. It sorts all recommendations into four quadrants: quick wins that are high impact and low effort, fill-ins, things to ignore, and major projects that become your upsell opportunities.

The tool stack slide is where you spend most of the review call. Each recommendation shows the pain point, the tool, a brief description, the monthly cost, setup complexity, and estimated weekly time saved.

The four-day quick wins plan prevents implementation paralysis. Instead of overwhelming clients with six recommendations, you give them four things to do in four days that capture at least fifty percent of the report's value.

The financial impact slide makes the ROI undeniable. Take the weekly hours returned