Episode Details

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In this solo training, I walk through my exact end-to-end workflow for fulfilling a real $999 AI assessment, from pasting in a Fathom call transcript to handing a client a polished, ready-to-present report. I show how I run Claude's AI Tools Assessment skill on the transcript, then drop the output into Claude Design to auto-fill the assessment template with recommended tools, a four-day quick win plan, and full ROI numbers. By the end, you'll have the exact plug-and-play process to run this for your own clients in minutes.

Timestamps:

00:00 - Intro: The Assessment Workflow Question

00:28 - Installing The AI Tools Assessment Skill

00:57 - Running It On A Fathom Transcript

01:24 - The Two Outputs: JSON And DOCX

01:40 - Opening A Real Client Assessment

01:58 - Reviewing The Recommended Solutions

02:46 - Finding Alternative Tools If Needed

03:31 - Importing The Blank Template Into Claude Design

04:19 - Auto-Filling The Template From The DOCX

04:58 - Reviewing The Completed Report

05:34 - Effort Vs Impact Matrix And Quick Wins

06:01 - Recommended Solutions Filled In Perfectly

06:21 - The Four-Day Quick Win Plan

06:41 - Financial Impact And ROI Calculation

07:06 - Next Steps And Scheduling The Review Call

07:50 - Exporting As PowerPoint Or PDF

08:04 - Wrap-Up: Full Workflow Recap

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