Episode Details

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In this episode, I pull back the curtain and let you listen to a real $999 AI assessment for a real client, start to finish. This client is a business broker prospecting home service business owners for M&A deals, building agentic systems with Claude Code and HyperAgent. Learn how to diagnose an overbuilt AI system, spot the 80/20 opportunity in a workflow, and deliver high-value recommendations.

Timestamps:

00:00 - Why I'm showing you a real paid assessment

00:52 - Kicking off the call and confirming the client's starting point

02:03 - My approach: mostly listening, probing questions first

02:50 - Client's background as an M&A business broker

04:07 - How he prospects home service business owners today

04:44 - Building his Claude agentic team for prospecting dossiers

06:55 - Live screen share of his cannabis M&A buyer dossier

10:54 - Finding the real gap: dossier is automated, outreach is manual

13:53 - Why he built a HyperAgent team on top of Claude Code

16:09 - His own diagnosis: I think I overbuilt this

19:14 - Second workflow: automating cold contact-form outreach

24:06 - Client admits he's diluted himself in a sea of agents

29:21 - Identifying the 80/20 opportunity together

30:41 - Wrapping the call and setting up the report

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