Episode Details

Grab the assessment report template I use to deliver $999 AI assessments (free): https://audittemplate.ai/

Grab the full Excalidraw diagram I show in this video depicting the AI Offer Ladder: https://app.excalidraw.com/l/4z8Z2Lyybfg/8FAvEjYbuGc 

This is the full AI offer ladder that I use to sell AI services, from a free mini assessment all the way up to a two thousand dollar per month concierge retainer and beyond. I walk through all three tiers of the ladder step by step: the free mini assessment that converts thirty to fifty percent of the time, the paid assessment that we charge $999 for, and the AI concierge model that is my primary income source right now. I also cover four à la carte builds you can sell on top of the ladder, with real examples and exact pricing from engagements we have actually closed. If you want theof this offer ladder plus the assessment report template, both are linked below for free.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps 

• 00:00 – Intro: The three components of the AI offer ladder
• 00:30 – The free mini assessment: What it is and how it works
• 01:00 – Three levers of ROI: Effectiveness, efficiency, and quality
• 01:30 – Meeting one: Discovery call and the magic wand question
• 02:00 – Meeting two: Prescribing the fix
• 02:21 – Download the Excalidraw diagram for free
• 03:00 – Off-the-shelf tool vs. Claude Cowork vs. Claude skill: When to prescribe each
• 04:00 – Closing the free assessment: Gauging appetite for paid help
• 04:30 – Conversion data: 30 to 50 percent of free assessments convert to paid
• 04:44 – Step Two: The paid assessment at $999
• 05:30 – Annie: The voice agent that conducts the 45-minute interview
• 06:30 – Building the report in Claude Design
• 07:06 – Six parts of the paid assessment report
• 07:30 – The effort versus impact matrix and quick wins
• 08:30 – Quantifying ROI: Hourly Rate × Hours Saved − Tool Cost
• 09:29 – The 30-minute walkthrough call and the upsell moment
• 10:00 – Pricing progression: Free to $200 to $500 to $1,000
• 10:30 – Step Three: The AI concierge retainer
• 11:57 – Effective hourly rate: At $1,500/month is $1,000/hour
• 12:30 – JotForm intake as a hard requirement before call one
• 13:30 – Framework: AOA (Audit, Optimize, Automate)
• 14:06 – The call cadence and Voxer between sessions
• 15:30 – The Notion Hub as a renewal mechanism
• 16:26 – Two Claude skills that fill out Notion and draft follow-up emails in 30 seconds
• 17:00 – Concierge pricing: $1,000 to $2,000/month, capping at six clients
• 18:00 – À La Carte Build 1: Process optimization at $3,000 to $5,000
• 19:30 – À La Carte Build 2: Zapier or Make automation at $1,000 to $5,000
• 20:00 – À La Carte Build 3: Knowledge system or custom GPT at $3,000
• 21:00 – Case Study: Business broker custom GPT that cut 400 emails to 10
• 22:00 – À La Carte Build 4: Speed to lead agent
• 23:36 – Wrap-up and where to get the diagram and template

Key Points

The offer ladder has three ti