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The Easiest Way to Actually Make Money With AI Transcript, AI Summary & Key Points

Chris Koerner on The Koerner Office Podcast · Apr 17, 2026 · Education · 36:42 · EN

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00:00 99 out of a hundred people need the service.  That's a three to $5,000 upsell all day. And a lot of people hear that and are like, "Oh, well,  like I'm I'm not an expert." You don't need to be an AI expert to do this. You just need to  be one step ahead of your average client, which is literally you studying this stuff for  like 7 days and then you can easily go out and sell it.

00:17 I did exactly that. So, these are seven  ways that anybody can sell AI services, followers or no followers. So, the first, and this one is  such a no-brainer, but nobody is going to do it. All right, guys. Today we're going to zoom in. I  talk a lot about AI consulting, this and implement AI in a small businesses, that yada yada yada, but  let's just talk about doing AI audits for small businesses.

00:43 That's it. And getting paid $1,000 to  do it. And all you're doing is prompting Claude and using a voice agent to interview a business  owner about his business. That's it. That's all we're talking about today is selling AI audits to  small business owners for $1,000 with basically no cost. It's almost pure profit margin. I found a  guy on Twitter who does exactly that.

00:58 He's very good at it. He tells us how to get customers. He  has a sevenstep process for finding customers that we'll get to at the end. And it's very real, very  tactical. You're going to love it. I was at lunch one day with a friend of mine who was like,  "Corey," he's like, "I would literally pay you $1,000 just to follow me around for a day in my  office and just tell me where I can be using AI."

01:20 And that was like a huge light bulb moment for me  because I was like, hm, that's interesting because he's probably not the only one who thinks that.  So there's probably a business here, but obviously it's not scalable in the sense that I can't just  be driving around to different offices all day and doing that. So what's another way we could  do that?

01:34 And that led me to coming up with this AI audit product, which again, I'm sure we'll get  into the weeds of like what that actually entails and how people can implement it. But instead of  following people around, we literally just do a Zoom call for 45 minutes, take the transcript,  essentially feed it into Claude, research a few different AI tools that people can implement to  solve some of their pain points, and then deliver it in a report, and then do a follow-up call,  and then upsell them on a number of different

02:06 services. So that like in a nutshell, it's that  simple. I love how that like this business started on that one conversation because you're like if  one person would pay a thousand bucks for this, there's got to be more for your friend. Did you  literally follow him around or did you not even start with that? Did you quickly learn that's  not even necessary?

02:20 Yeah. So, I didn't even start with that, but it was I swear it was like such a  light bulb moment. Like I remember it so vividly him saying that and like at first I I kind of  brushed it off and then I'm driving home. I just like could not shake that thought. And I'm like,  "All right, if this guy who's super successful is offering me to, you know, pay me so I can tell  them how to learn AI, there's got to be people all across the spectrum of business owners who need  this exact same thing."

02:43 In talking to probably 50 to 100 different business owner sense that  has absolutely been the case. Like 99 out of a 100red people need the service. All right, you're  speaking my love language here. What about in lie of a 45minut Zoom call? Would it be more or less  effective slashefficient for them to just have a normal workday and just loom the whole thing like  screen record the whole thing?

03:07 So, a couple of of ways I want to go with that. So, and I think what  I'm going to kind of tell you next, I think you're going to love it. But that's actually what we did  first, right? Because this audit, we actually call it an assessment because it's just a little less  aggressive. Yeah. Yeah. People hate audit getting audited, but they don't mind doing an assessment.

03:27 So that was actually the first iteration of the assessment is when we were kind of piloting this  out and doing some some of these for free to get feedback, which I recommend anybody do. We asked  people, we said, "Hey, can we add you to our Loom account as a user?" And then all we ask you to do  is when you sit down to do a deep work session, hit record, work for 60, 90, 120 minutes, and  then that'll pipe it right back to us.

03:49 And then we can take that screen recording and you know  essentially do the assessment based off that. And what we found is that was just asking too  much of people. They hadn't used Loom before. It's too foreign. Yeah. It's too foreign. And it  is part of our daily routine as it is. So whatever one more Zoom, but this is like, all right, what?  Huh?

04:11 Yeah, we found it was way too much friction. What if I spend 30 minutes on Reddit? Like do  I need to pause it? Like are you going to judge me? There's all kinds of variables in there. So, I  can see why that wouldn't work. Okay. And and so, just not to jump too far ahead, but as you can  probably imagine, the bottleneck in the initial iteration was, well, I can't be following people  around all day at the office.

04:32 The bottleneck in this iteration is, well, there's only so many Zoom  calls I can do in a given day. Now, the current iteration is a voice agent with a phone number  that the business owner can call and have a 20 to 30 minute conversation with this voice agent,  which is like shockingly good. Like we've tested it thoroughly. You'll talk to this voice agent  and you're like, "Wow, I literally feel like I'm talking to a human and the voice agent, her name  is Annie, she's the one doing the assessments now.

05:03 She's asking the questions and when they hang  up with her, it pipes right back to our other AI agent who then analyzes the transcript and builds  the report." So, you don't even do the Zoom calls anymore. Not anymore. Right. That's that's our  most recent iteration as of like the last couple of weeks. Do you basically say call this number  at your convenience 24/7 doesn't matter.

05:17 and just answer the questions. Correct. Yeah. So, that's  the way we have it set up now is that they just call a number. Yeah. They can talk to it at 2  in the morning if they want. And Yeah. Are those questions standardized or does the AI like adjust  on the fly based on the answers? Yeah. So, when we originally when we did the first assessment, we  just had a very general question bank.

05:39 And then what we've noticed is that obviously everybody we  do these for, they're a little different. And so, we've done probably eight or nine different  industries now. And so we've kind of taken that and combined it into a master bank so that voice  agent can pick the questions that make sense for that industry. Starting general and then kind of  moving more specialized throughout the process, which is how I did it when I was doing them.

06:04 Hey, YouTube's fine, but what about when you're driving around? What about when you're  mowing the lawn? You need my audio podcast, The Kerner Office. Just look up TKO Pod in Apple,  Spotify, or wherever you get your podcast. Can we try it? Yeah, we can call it right now. All right,  let's see. Let's call it right now. Hi there, I'm Annie from Return My Time.

06:21 Thanks for  hopping on. This is a quick chat to learn about your business and what your day-to-day looks  like so I can spot the best places AI can give you time back. You ready to get started? Yeah, Annie,  let's get started. Awesome. What's your name? My name is Chris. Nice to meet you, Chris. So, tell  me, what do you do in your business? I am a an e-commerce entrepreneur.

06:43 I sell things on Amazon.  How long have you been selling on Amazon? Uh, almost nine years. Nine years. Wow. You've seen  all the Amazon waves. Do you run this solo or do you have a team helping you? I have two warehouse  employees and I have four virtual assistants. Oh, nice. That's a solid setup. What tools or software  are you and the team using dayto-day to run the Amazon business?

07:08 So, we're using the full Google  Workspace suite, Sheets, Docs, etc. And then we're using a tool called Smart Scout. Perfect. That  gives me a good snapshot of your stack. What's the biggest headache in your workday right now?  I would say finding new suppliers is our biggest bottleneck. Yeah, that makes total sense. And so  Chris, she'll go on for 10 or 15 minutes.

07:24 Yeah, we can I I think I've got a good glimpse of it.  Okay. Yeah, so that's that's kind of the gist. And like as you can see right, I've talked to a lot  of different, you know, answering services or or bots before and I feel like she is one of the more  humanlike ones that I've come into contact with. And of course, she'll just kind of go on with  that line of questioning for 10 to 15 minutes or up to 20 minutes and really dig in on those pain  points.

07:50 And she's not going to prescribe any tools or any solutions on the call. That's not her job.  She'll then take that transcript, like I said, and then pipe it over to a different AI agent that  we built specifically to create those assessments. And how did you build that uh voice agent? Yeah,  so my business partner Nick, he is the technical brains. I know he built the voice agent on the  back of retail.ai, which I think is re L.

08:13 Yeah. Yeah. And so, and then the actual processing the  transcripts and building the report. He's built a a series of multiple skills to go and do each step  of the process one at a time. And so, I'm I'm sure you're probably familiar with skills, but maybe we  could define that for the audience if they haven't heard of that. Yeah, just like a it's like a  literal skill that an AI agent can perform.

08:38 Maybe it's like opening Chrome browsers or scraping  something or emailing people, right? Yeah. That's a skill is essentially like an SOP, a standard  operating procedure. So it's like the recipe that you build one time and then you hand it to the AI  agent and then the agent just follows that recipe the same way every time, right? So for example, in  our assessment process, we have a skill that takes the raw transcript and cleans it up and formats it  appropriately.

09:06 and then it might go and you know search through thousands of different AI tools on  the internet to find the specific ones that meet the pain points from from the client. Now with  that said right cuz I know we're going to talk about how someone can copy this idea and do it  themselves. You don't need this like complicated layer of agents. You don't need to build all  these skills from scratch if you're starting out.

09:33 You can literally take the transcript of your  conversation with the client, give it to Claude, tell it to go find a couple off-the-shelf tools  that meet their needs, and it'll do it'll do it just fine. Right. And then ask how to install  those offtheshelf tools. Right. Exactly. Cool. This sounds interesting. Never heard of it. How  do I do it? Yeah.

09:48 Like this. Exactly. I mean, we still do that to this day. like it'll you  know we built a a pretty intricate setup to go and do this research but sometimes it'll send me  it'll prescribe a tool for the client and I'm like that's never heard of that tool like what does  that do so then I'll just ask claude explain it to me like how would they actually implement this  in practice so that I can get a good feel for what the tool does when I'm going into the follow-up  call with the client and I can confidently pitch it as

10:16 a good solution to their problem. Okay.  So 1,000 bucks from your friend. He's a a busy mortgage broker. Are you able to show us what  you provided to him? Was it generated by Claude? Yeah. So this this particular report, it's not  generated by Claude. So what the the agent does is it outputs uh a docx file. So basically just  a word doc file and then we can upload that to we use gamma which is an essentially like an AI  document and slideshow creation tool.

10:40 So, I'm happy to share my screen and show you assessment  example because this is going to be this is going to be where a lot of the the juice is, especially  for anybody that wants to replicate this. And so, just as a heads up for people too, right? So,  this template here that we've got in Gamma, if somebody wants this template, which they  can literally download, upload themselves, and start creating these assessments for  themselves, they can go to auditlate.ai AI and get a free I'll just literally send you a  free

11:11 copy of this template here so you can start doing this. Beautiful. And so audit template.ai.  Yep. Exactly. So inside gamma anytime we want to do a new assessment we just upload the docx to  the template and it just uses AI to generate it perfectly like this every time. So you know I'll  kind of run through each section at a high level. So we start off with an executive summary which is  just kind of reiterating the pain points that they mentioned during the conversation.

11:42 This is the  outcome that they could receive by implementing our suggestions which in this case was 8 hours  per week that they could reclaim from I think it was only four or five tools that we recommended  during this report. So again I'm not going to go super deep. I'm just going to cover it at a high  level. But the second slide here is what we call the effort versus impact matrix.

12:03 So this is where  we take everything that every pain point that they gathered during the uh during the conversation.  The AI will go and map on a on a matrix from effort versus impact. And so this report is  designed to focus on what we call the quick wins, which are the pain points that are both low effort  and high impact to implement, right? So like stuff that we can just literally install a tool and it  fixes it.

12:29 And then here the recommended solutions. This is the meat of the report. So again in this  case one of the pain points that they have is like hey we're having a lot of Zoom calls and Google  meets and meetings with our team but it's like nothing ever comes from them. And I mean Chris  to me and you like the thought of not using a a meeting co-pilot like Yeah.

12:51 Noteaker like a Fathom  or a Fireflies like that's so foreign to me. But we got to remember that like 97% of  people still aren't using these tools. So, this was such a no-brainer recommendation. It's  like, hey, well, use Fathom.ai and it's going to automatically join your meetings. It's going to  capture the transcripts. It's going to extract action items.

13:13 And guess what? It's free, right?  I use it and I'm on the free plan. I've never had to pay for it. Now again, I'm not going  to go through every one because I think you understand the concept. But the biggest one for  this particular client, which to me I was super proud of because this was a a slam dunk use case.  So this client is a they manage wedding venues, like wedding rental venues, right?

13:35 And they've  got kind of a portfolio of them and they have a board of directors that that they have to report  to. And so this particular person runs operations and every week, in fact on Saturdays, she's  having to take 2 hours a week on Saturdays to put together analytics reports for their marketing  by hand because she's so busy during the week, she can't do it during the week.

13:57 And so what we  found is that she was going into Google Analytics, Meta Ads, Google Ads, all the different platforms,  copying that information into a spreadsheet, and then taking the information from the spreadsheet  and putting it into a PowerPoint. And we found a tool called Dash This, which literally isn't even  an AI tool. It's just an off-the-shelf SAS tool that plugs into those analytics tools and just  puts the information into a dashboard.

14:20 So, it cuts out the PowerPoint and the Excel spreadsheet step  and it costs $42 a month and it's going to save her two hours a week. This right here is going to  save her eight hours a month. Like, I think most business owners out there would trade $42 a month  to get eight hours back. Right. Right. So, these are the types of like tools and recommendations  that we're giving to people here.

14:42 So, when you generate this report, do you just send it to them  or do you hop on a call and walk through it with them? Yeah. So, that's what I was saying earlier.  So, we always send it to them in advance. So, typical turnaround time is going to be within 48  hours. We send over your report and then you'll see when we get to the bottom, there's a place  for them to book a 30 minute follow-up call.

14:59 So, we give them the report beforehand for them to  review and then we jump on a follow-up call with them where, like I said earlier, I'm literally  screen sharing my screen just like I am with you right now and we're walking through it just  like I am with you right now. Okay. So, a,000 bucks for this first one. Was your friend happy?  So, we're charging a,000 bucks now.

15:18 Actually, when I first started, we did the first two or  three for free to get testimonials and to to really work out the kinks of the whole process.  After free, it was $200 an assessment. After 200, it was $500 and now we're charging a,000. And  the feedback all along the way at every price point is like, "Wow, I wish we would have known  about these tools 6 months ago.

15:41 This is great. What else can we do together?" which is, you  know, I'm sure what we'll get into shortly, the all the upsell opportunities that come from  this. Let me ask you something. How many leads have you lost because nobody picked up the phone?  An 8:00 p.m. call comes in, you're at dinner, and you let it go to voicemail, and by the time  you call back the next morning, they've already hired someone else.

16:03 And that's reality. Leads come  in after hours when emergencies strike. And when you miss the call, you miss the job. And it's  not about quality, it's about speed. Highlevel built an AI employee to fix just this. It answers  real phone calls, talks to leads, qualifies them, and books appointments directly on your calendar  24/7. Also, it'll handle text, DMs, and web chat.

16:29 So, you can stop missing revenue just because  you couldn't grab the phone. Oh, and you can also white label the entire thing and resell it to  your clients as your software. charge them monthly and that is recurring revenue that you didn't have  yesterday. So check out gohighlevel.com/tkopod and they will give you a 30-day free trial to see what  I mean.

16:48 They're paying you to be upsold exactly because if you you know if you and that's what  we realized too is that like well when we were charging $200 of course like they got value out  of it but to the client it was like oh it's 200 bucks like how good can it be right? It was one  of those like perceived value things of the $200 assessment. But now that we're charging $1,000,  clients are way more they're just way more bought into, you know, looking at it and paying attention  to the suggestions and we're taken a lot

17:15 more seriously when it's time to discuss an upsell  because they've already invested $1,000. Well, now we might as well, you know, take this thing  to the finish line and see what we can do next. If you have a legitimate reason for charging them  say 3500 for doing something bigger after this, it's a much harder like a bigger jump to go from  200 to 3500 than it is.

17:35 So you're almost shooting yourself in the foot later on by being cheap early  on. Like you just shoot yourself in both feet so to speak. Right. Exactly. If you charge a,000 then  like 3500 it's not it's still in the ballpark, you know? What's an example of a a common upsell?  So, you you charge a,000, they pay it, you show them the audit. How much are you going to charge  for what type of service?

17:58 Yeah. And I'll show you essentially our upsell menu. I'm happy to do that.  Let's do it. Yeah. And I just want to finish out kind of what's in the assessment here real quick,  too, just to kind of put a bow on it for people. So, after we go through the the recommendations,  then we've got what we call a 4-day quick win plan where we just try to make it super super simple  for people to implement what we've suggested, right?

18:25 Because a lot of times people get this  and they're still overwhelmed. So it's like, hey, day one, all you got to do set up Fathom  and connect it to your calendar. Done, right? So the quick win plan is designed to  just bring it down to the ground level and make it super easy for them to implement. And  then when it comes to upsell opportunities, that's what this section is all about.

18:43 What comes  after quick wins? So this is kind of where we're planting that seed in their mind of like, well,  hey, this report gives you all the quick wins, but what's in this section? this stuff is a  little bit of a heavier lift. So the this is what the bulk of the conversation comes down to  when we're talking about like what can we do next, right?

19:02 So in this case, we recognize that they're  not using a CRM. This is a sevenf figureure business that is literally not using a CRM. So  hey, how about we set up a go highle CRM for you and connect it to your to your other tools,  right? That's easily a $3 to $5,000 proposal, right? And then how about we create a clawed  skill that captures your brand voice so that a lot of your social media content isn't generic,  which is one of the pain points they mentioned in their interview, right?

19:32 And you can go on and on.  So that's what that section is. And then we we quantify the financial impact of like, hey, you're  getting 8 hours per week back if you implement our suggestions. We just assume the month or the  hourly rate is $100 an hour, but for most business owners, it's a lot higher than that. in this case  is, I think, $3,200 minus the monthly tool cost of what we're prescribing here of $59 a month.

19:55 So,  we try to make it super simple that like, hey, if you just do what we say, it's it's worth it. If  I were you, I would take this slide, duplicate it, and put at the very top as well. Right saying  that, no, right as you were saying that, I was like, "Oh, that's I know what he's going  to say, and I'd need to do that." Yeah. Because it's a hook.

20:13 It's like, "All right, how you know?"  That's really good feedback. And so if you want to go into all the upsell opportunities. So inside of  Claude, I kind of put together this little diagram today. So here at the top is is like a high level  of the whole process if somebody wanted to just copy exactly the way we do things. But if we want  to get into the actual upsell menu.

20:31 So one of the things that you can upsell is what we call process  optimization work. So, you know, naturally for during this assessment, we're going to uncover a  lot of things that people just want to automate, right? They're like, "Hey, this thing's t this  thing's eating up 10 hours a week. I just need to automate it. I just need to hand it off to AI  and be done with it."

20:52 But what we find is that, well, this process is taking you 10 hours  a week because it's 15 steps and it should be seven steps. So, we're not just going to  automate the current process. That's going to be you're just going to be speeding up in  efficiency. First, we got to fix the process, right? And that's going to be one engagement in  and of itself.

21:12 And we've successfully sold process optimization engagements for $3 to $4,000 at a  time just to fix one process. And then to actually go and automate it or add AI to it, that's a whole  separate engagement, which might be another three, five, 10K. Does that make sense? She's  Yeah. Yeah, I mean as a Zapier junkie, like a a certified Zapier junkie, I think some of  these things I could knock out in like 15 minutes, you could, but the the business owner, there's  still a lot of value, right?

21:42 Like that's after a decade of tinkering with Zapier. Like my Zapier  account is way old, you know? So like that decade of experience allows me allows you to charge  $1,000 an hour for something. Exactly. You know, you're right. And so, so that's just kind of the  the first place we go is a lot of times process is broken. We got to fix it first. That's going to  be that's a three to $5,000 upsell all day, right?

22:09 Second thing, exactly like you said, is sometimes  they just need like a two-step zap created. Mhm. Or like a make.com automation implemented. In that  case, right, 1 to 3K is pretty standard. Actually, for this exact client that I just showed you  the redacted uh assessment for the wedding venue business, we did a build for them $1,500 a  Zapier automation to essentially format their ASA projects in a certain way every time they got a  new client because their operations manager was having to come in and spend 30

22:40 minutes per  client to set up this Asauna project. Built them a Zap year automation, 1,500 bucks, done.  Saved him a ton of time and they loved it. Right. So amazing. That's another one. And then this one,  this is actually we're in the middle of one of these projects right now and we've got another one  in the pipeline is a simple knowledge system.

22:56 So another client that we did uh an assessment for.  He is the owner of a business brokerage. He does uh five to seven listings per year, right?  Because these are bigger deals. That's a lot of money. Yeah, it's a lot of money. He's killing  it. But every time he goes to list a business, he's getting 200 to 400 emails just in the first  week from potential buyers.

23:20 I know that business well. It's a tough business. Yeah. But so not  only tire kickers, but of the 400 questions, 95% of them are the same 10 questions. So I told Just  like real estate. Yeah. I mean, my wife's a real estate broker and every call is just her answering  questions that's in her freaking listing. Exactly. Come on. Yeah. So, and that's why I told him,  I'm like, "Ron, you you are the owner of this company.

23:52 Like, you have no business answering all  these questions. Let's just create a custom GPT that we train on your SIM, which is essentially  the marketing package for the listing. We create a custom GPT trained on your SIM, and we just  give that to buyers so that that can handle 95% of the Q&A workload, and only 5% of the questions  make it into your inbox."

24:09 and he loved it and we we built that for him and it's it's saving him a  ton of time. So that's another, you know, example of what we call like a knowledge system, right?  Super honestly pretty easy to build, but the the key there is in the system prompt. For example,  you know, don't give the listing company's phone number out and you know, don't give this specific  financial data out.

24:33 Make sure you only give this, right? But once you've done the system prompt one  time, we can go and sell that to him for every listing he ever has again. You see what I mean?  Yeah. Now, you've mentioned brokers a few times, real estate, business brokers. Are there certain  industries that this sale, both the audit and the upsells work better for? Cuz you know, with  any any service in any industry is going to work better or worse.

25:00 What kind of patterns have you  noticed? Yeah, that's a good question. So, I don't want to say that like it doesn't work well in one  industry versus another because we've had clients across the board. Like we've had again realtors,  business brokerages, wedding venue operators. We had one recently who owns a barber school.  It's just it's all across the board.

25:17 I mean, my my honest answer would be if you if you have a  team and it's not you're not just a solo operator and you're you know, you got your hands in a lot  of different pots in your business, it's probably going to be a at least the assessment is probably  going to be a good fit for you, right? And I'd say if you're in the if you've got like five to 50  employees, then the assessment's a no-brainer.

25:44 And there's probably going to be at least three to  five upsell opportunities across, you know, some of these different buckets here. Okay. I think the  the golden question is how do you find customers here? Yes. How do you find customers? That's a  great question. So, I've got you covered there. So, I actually wrote uh an article on X a couple  weeks back.

26:04 I think the title of the article was seven ways to sell AI services if nobody knows who  you are. So, these are seven ways that anybody can sell AI services, followers or no followers,  right? So, the first and this one is such a no-brainer, but nobody is going to do it, is to  host a local AI meetup in your town, right? You go on Luma, you go on meetup.com and you literally  just say, "Hey, AI for small business meetup."

26:32 And I did exactly that. Not like a presentation, not  a seminar, a sales pitch, a sales pitch, but I think it's important that you are the authority.  You're the guy that put this thing together, like the organizer of it. That automatically makes you  the deacto smart guy in the room. Right. Exactly, guys. TK owners.com. That's my community where  people are building businesses.

26:55 I do AMAs, Q&As's every week live. You can ask me anything you want.  You can have accountability partners. It's about a thousand people in there building, starting,  growing businesses. Check out TKO as in the current office, tkowners.com. And a lot of people  hear that and they're like, "Oh, well, like I'm I'm not an expert. I've only been learning this  stuff for like 2 weeks."

27:14 And chances are that's 13 days longer than every other person that's going  to be in attendance, right? So, I did exactly that. I reached out to actually the realtor  that sold me my house and asked her. I said, "Hey," because I know she's well connected in the  community. I'm like, "Hey, do you want to either partner on this free AI event or can I, you know,  do it inside your office for your team?"

27:34 And she was more than happy to help me facilitate that.  So, I did a free AI meetup inside of her office. And many people that attended were brokers and  and honestly the broker in charge in her office. And that is I did exactly what you said, Chris. I  just did a free little 20 25 minute presentation, pure value, no pitch at all. Captured emails at  the door of people that were there and and we did an assessment for and it, you know, it turned  into revenue.

28:04 So that's something that anybody can do. It just takes, you know, a little bit of  promotion, a little bit of hustle. That's it. I guarantee you I could pitch some sort of workshop  or some sort of actual paid event at their office and I can virtually guarantee they'd go for it.  Yeah. Right. So that that one's a no-brainer. AI meet up in your city.

28:25 Now the next one, and Chris,  I know you'll appreciate this, is to door knock some local businesses. Again, something that 99.9%  of people are never going to do. But it's like door-nocking a business to try to talk about AI  in 2026. Do you realize how easy of a conversation that is versus door-nocking a business and trying  to sell them like insurance or, you know, even home services because of how everybody is thinking  about AI right now.

28:54 Like you're not even showing up trying to sell something. you're just trying  to show up and have a conversation about how they are or aren't using AI in their business. And as  always, we lead with value. And if it turns into a sales conversation, so be it, right? But that's  a really easy way to get your foot in the door, especially if you're new and especially if  you're only charging, you know, 200 bucks for an assessment or 500 bucks for an assessment  if you're starting out.

29:21 Would you agree? Yeah. Yeah. 100%. What about the free audits? Can you  speak to that? Yeah. So, and like I said earlier, this is kind of how we started off in in trying to  prove this concept and get some testimonials. So, I'm a part of this just like local CEO peer  group here with there's like 11 or 12 guys, all different industries. Most of them are  older, right?

29:43 They're not very in tune with AI, but they're all successful business people. And I  reached out to all of them and I said, "Hey guys, I'd love to do a free audit for two or three of  you guys. Are you open to that?" And of course, they were like, "Well, yeah, obviously. why  wouldn't we be? So, we did exactly that. We did the audit. We delivered it to them.

30:02 They saw  the value. They gave us a testimonial and that was that. So, from there, the free audit doesn't  need to be the end of the line. You could then, you know, tactfully upsell those people because  you know them. It's somebody in your network, a a warm contact most likely. Who's to say you don't  do a free audit and then turn around and do a, you know, $1,500 Zapier automation build, right,  to to start with them?

30:23 You know what I mean? Yeah. I love it. What about office hours? Yeah.  So, that's another one that again anybody could do and you don't need to be an expert. You just  need to be one step ahead of the average person, which isn't that hard these days. So, you could  go to a co-working space or I mean kind of like I did with the AI meetup, like go to any of  the realtor offices in your town.

30:46 You know how many realtor offices if you went to them and  said, "Hey, can I just host a free uh weekly or monthly AI office hours in your office where  I literally just show up and sit there and work on my computer and if people have AI questions,  I just answer their questions." Like, they're all going to say yes to that. And you know, you're  you're either going to get audit clients out of that.

31:13 The brokers in charge at the office might  want to talk to you about doing workshops. I mean, the very worst thing that would happen if you did  that is you get a lot of really good contacts who know a lot of other people in the area, right?  Like virtually no downside, especially if if you're just getting into this game, right? Are  there any other like tips or tricks or lessons you had to learn the hard way that you could  pass advice on to people to help them avoid that?

31:38 That's a great question. So, I would say really  specializing in one upsell to start. And that's something we are still trying to get better  at is like, you know, when you get into this business and you're doing the assessments, you  start to see a hundred different things that you could potentially upsell for a client. But what I  find is when you're a jack of all trades, you get spread really thin.

31:58 So again, if you're starting  off, get really good at the assessment and then let's just say your your main go-to upsell is like  a custom GPT, right? So that's kind of what you're looking to upsell every time. That doesn't mean  that you say no to other upsell opportunities, but that's kind of your bread and butter and  that's what you do really good at and that's what you productize.

32:20 So that would be my advice  is just don't don't try to get spread too thin and don't bite off more that you than you can chew. uh  especially in the early days. I would even take it a step further and say like find the upsell that's  most closely tied to either revenue or savings for them. Yes. Go there. Revenue specifically, right?  The one that's less nebulous, but like this one will make you x more dollars per month or save  you x more dollars per month.

32:43 And a really good one there and this is actually the very first AI  engagement that paid engagement I ever did is a speedtole AI agent. Right? So what you find  is that a lot of a lot of service businesses particularly they they're not picking up the phone  fast enough. Right? Leads are coming in. They're getting emails from leads at 1000 p.m. or 2 a.m.

33:06 or at a time when they can't answer the phone or the email. And if they don't answer within 10  minutes or sometimes even less, that lead's going somewhere else. So the very first AI solution I  built for somebody was a within make.com, which you can do the same in Zapier, an AI agent that  when somebody submits a form on their website, it responds but in a personalized manner, not  just like, hey, we received your form, you know, we'll get back to you.

33:35 It looks the person up. It  tailor a response to them and then it can have a conversation back and forth with them to get a  call scheduled with an actual salesperson and in this case get a tour scheduled for a wedding venue  because it was that same wedding venue business that I mentioned because their saleserson all day  she's doing tours in person.

33:52 So they have leads coming in on the website and she's been doing  tours all day. So she can't get back to them until 6 7 8 hours later. So when we implemented  this speed tole agent that's trained on all their FAQs and everything about their property,  they started booking more tours immediately and it was it directly tied to revenue because their  average deal size is 11 grand and they know that if they get somebody on a tour they have a 40%  close rate.

34:20 So, it's so easy to quantify, oh, if this speed tole agent gets me, you know, one,  if not two more tours a month, it's going to make me an extra 11 grand is really what it comes down  to. When you take the transcript of the call or of the the Zoom call or the voice agent call, what is  the prompt you give to Claude to get that output, the audit output?

34:44 What I will say for the audience  is that they don't need to get crazy with the prompt. They can literally say to Claude, "Hey,  I've attached the transcript of a conversation I had with a local business owner." Your job is  to go out on the internet and find any AI tools or just any software tools that they can implement  that are offtheshelf that can fix the pain points that you've identified from the transcript.

35:07 Like it can be that simple. And there are some websites, I think Futuredia is one of them. also  is one called there's an AI for that I think.com that are literally just directories of thousands  of AI tools. So you could just tell Claude, "Hey, go search futurepedia and find some tools that  solve the pain points that this client has based on this transcript."

35:31 You see what I mean? Yeah.  Yeah. I never heard of Futuredia. Well, Corey, is there anything that we should have covered that  we didn't cover? Anything we missed? This has been excellent. I think we touched on all of it. No, I  mean the the one thing I'll leave everybody with is again, you don't need to be an AI expert to do  this. You just need to be one step ahead of your average client, which is which is literally you  studying the stuff for like seven days and then you can easily go out and sell it.

35:55 So that'd  be my best tip. Just get after it. Okay. Well, thank you, Corey. Is there uh where can everyone  find you? Yeah, so they the best place is on my podcast called Build with AI, which is on YouTube  and on any podcast platform. I do live AI builds and tutorials twice a week and that's going to be  the best place. Okay. Thank you, Cory. Thank you, man.

36:18 Listen, I need more people like this  to interview on my podcast. So, if you know of someone with a sidehustle or a business  that's unique and cool and super profitable, email Molly M o lycofounders.com. That's one word,  coofounders.com. Molly co-founders.com. Tell her your story and we'll give you a hundred bucks if  we end up interviewing them. Please share with a friend, hit a like or a comment below,  and we'll see you next time on the Kerner

💡 Answer

Sell $1,000 AI audits to small businesses, then upsell implementation services tied to measurable time savings or revenue gains.

🧠 AI Summary

An AI audit service for small businesses can be sold for $1,000 with minimal cost by interviewing owners, analyzing transcripts with Claude, identifying software solutions, and delivering a report. The service can generate larger upsells, including process optimization, automations, CRM implementation, custom GPTs, knowledge systems, and speed-to-lead agents. Customer acquisition can come from local meetups, door knocking, free audits, office hours, and warm networks. AI expertise is not required; studying the tools for about seven days and staying one step ahead of clients can be enough to begin.

🔑 Key Points

  • The AI audit starts with a 45-minute Zoom call or a 20-to-30-minute voice-agent interview.
  • Claude can analyze a client transcript and find off-the-shelf tools that address the client's pain points.
  • The assessment report includes an executive summary, an effort-versus-impact matrix, recommended solutions, a four-day quick-win plan, and upsell opportunities.
  • The assessment price increased from free to $200, then $500, and eventually $1,000.
  • Businesses with teams of five to 50 employees are presented as especially suitable assessment customers.
  • Upsells should focus on one specialized service tied closely to revenue or savings.
  • Local AI meetups, door knocking, free audits, and office hours provide customer-acquisition opportunities without an existing audience.

✅ Actionable items

  • Conduct the first two or three assessments for free to gather feedback and testimonials.
  • Interview a business owner, transcribe the conversation, and give the transcript to Claude to identify suitable off-the-shelf tools.
  • Research recommended tools and ask Claude how each tool would be implemented in practice.
  • Deliver the report within 48 hours and schedule a 30-minute follow-up call.
  • Create a four-day quick-win plan that breaks implementation into simple daily tasks.
  • Host a free AI meetup for small businesses using Luma or meetup.com.
  • Door knock local businesses and lead with a conversation about their current AI use and needs.
  • Offer free AI office hours at coworking spaces or local professional offices.
  • Productize one main upsell, such as a custom GPT, instead of attempting every possible service.
  • Use Make.com or Zapier to create personalized responses and appointment scheduling for new website leads.

💡 Business ideas

AI audits or assessments for small businesses05:38

Interview business owners, identify where AI or software can save time or solve operational problems, and deliver a practical report.

For
Businesses with teams, especially those with five to 50 employees.
Solves
Business owners often do not know where AI can improve their workflows or which tools to implement.
Validate by
Offer the first two or three assessments for free, collect feedback and testimonials, and test demand with business-owner networks.
  • Wedding venue operators
  • Realtors
  • Business brokerages
  • A barber school
  • E-commerce businesses
Custom GPT knowledge systems for business listings23:46

Train a custom GPT on a business listing's marketing package so buyers can receive answers to common questions.

For
Business brokers handling large volumes of buyer inquiries.
Solves
About 95% of repeated buyer questions can be handled before reaching the broker's inbox.
Validate by
Build the system for a business brokerage owner and measure the reduction in repetitive questions.
  • A system trained on a listing's SIM to answer buyer questions.
Speed-to-lead AI agents32:55

Use an AI agent to respond personally to website leads, answer questions, and schedule calls or tours.

For
Service businesses that cannot respond quickly to incoming leads.
Solves
Leads may choose another provider when businesses fail to respond within 10 minutes or less.
Validate by
Deploy the agent for a wedding venue and track additional tours and resulting revenue.
  • A wedding venue agent trained on FAQs and property information.

🏗️ Business models

AI assessment and implementation upsell model01:40

Sell a low-cost-to-deliver AI assessment, then convert the client into higher-value implementation and optimization engagements.

  1. Interview the business owner about daily work and pain points.
  2. Analyze the transcript and identify relevant software tools.
  3. Create and deliver an assessment report.
  4. Walk through the report on a follow-up call.
  5. Sell implementation, optimization, automation, or AI-agent services.
  • $1,000 assessments
  • $3,000 to $5,000 CRM proposals
  • $3,000 to $4,000 process optimization engagements
  • $1,000 to $3,000 automations
  • $3,000, $5,000, or $10,000 AI automation engagements

💰 Monetization

Paid AI assessments $1,000 currently; previously free, then $200 and $500. 15:18

Charge for an assessment report and follow-up consultation.

  • The first two or three assessments were free to obtain testimonials.
Implementation upsells $3,000 to $5,000 for CRM implementation; $3,000 to $4,000 for process optimization; $1,000 to $3,000 for simpler automations; $3,000, $5,000, or $10,000 for some AI automation engagements. 17:57

Sell larger projects identified through the assessment.

  • CRM setup
  • Process optimization
  • Zapier or Make.com automations
  • Custom GPTs
  • Knowledge systems
Recurring white-label software revenue Monthly charges; exact client pricing is not stated. 16:35

Resell a white-label AI employee platform to clients and charge monthly.

  • White-labeling HighLevel's AI employee.

📣 Marketing

Sales

  • Send the assessment report before the follow-up call.
  • Use measurable time savings or revenue impact to support the upsell.
  • Charge enough for the initial assessment to increase perceived value and client engagement.
  • Specialize in one main upsell instead of presenting as a jack of all trades.

Branding

  • Use the term assessment instead of audit because people react negatively to being audited.
  • Position the organizer of a local meetup as the authority in the room.
  • Lead with practical value rather than a sales pitch.

Distribution

  • Use Luma or meetup.com to organize meetups.
  • Hold events inside local business offices.
  • Use podcasts, YouTube, and podcast platforms to publish AI builds and tutorials.

Customer acquisition

  • Host local AI meetups.
  • Door knock local businesses.
  • Offer free assessments to warm contacts and peer groups.
  • Provide free AI office hours at coworking spaces or professional offices.
  • Capture attendee emails at free events.
  • Partner with a well-connected local professional to facilitate an event.

🔍 SEO & discoverability

Mistakes

  • Relying on Loom recordings created too much friction for clients unfamiliar with Loom.
  • Trying to offer too many different upsells can spread the provider too thin.

Other channels

  • Local meetups
  • Door knocking
  • Office hours
  • Podcast appearances and episodes

Content strategy

  • Publish articles about selling AI services without followers.
  • Publish live AI builds and tutorials twice a week.

🧭 Frameworks

Four-day quick-win plan18:17
  1. Identify a low-effort, high-impact recommendation.
  2. Assign simple implementation tasks by day.
  3. Start with an immediate setup task, such as connecting Fathom to a calendar.
  4. Move from quick wins to larger implementation opportunities.
Effort-versus-impact matrix12:03
  1. Collect pain points from the client interview.
  2. Map each pain point by implementation effort and expected impact.
  3. Prioritize low-effort, high-impact quick wins.

🧰 Tools & AI usage

  • Claude — Analyze transcripts, research tools, explain recommendations, and help create assessment outputs.04:45
  • Gamma — Turn a DOCX assessment file into a formatted AI-generated document or slideshow.10:28
  • Loom — Record a client's workday for an assessment during the initial pilot.03:38
  • Fathom.ai — Join meetings, capture transcripts, and extract action items.12:52
  • Dash This — Connect analytics platforms and place reporting data into a dashboard.13:53
  • Google Analytics — Source marketing analytics data for manual reporting.13:57
  • Meta Ads — Source advertising data for marketing reports.13:57
  • Google Ads — Source advertising data for marketing reports.13:57
  • Zapier — Create workflow automations and implement client process improvements.21:54
  • Make.com — Build automations and AI agents for client workflows.21:54
  • Google Workspace — Provide Sheets, Docs, and other tools used by an e-commerce business.07:05
  • Smart Scout — Software used in an e-commerce business's daily operations.07:14
  • Futuredia — Directory for finding AI tools.35:12

AI is used for

  • Analyze interview transcripts — Identify business pain points and recommend relevant software tools.09:28
  • Conduct business interviews — Collect information about the owner's business, tools, workflow, and bottlenecks through a voice agent.04:41
  • Generate assessment reports — Turn cleaned transcripts, research, and recommendations into a structured report.08:00
  • Create document and slideshow layouts — Convert an assessment document into a formatted report.10:28
  • Automate repetitive business processes — Reduce manual work such as reporting, project setup, lead response, and repetitive customer questions.20:11

📊 Numbers mentioned

Costs

  • Dash This costs $42 a month in the cited example.

Growth

  • The assessment process was tested across eight or nine industries.
  • A local TKO Owners community was described as having about 1,000 people.

Pricing

  • $42 per month for Dash This
  • $59 per month in tool costs in one assessment example
  • $200 and $500 prior assessment prices
  • $1,500 Zapier automation build

Revenue

  • $1,000 assessment price
  • $3,000 to $5,000 CRM proposal
  • $11,000 average wedding venue deal size
  • A wedding venue reported a 40% close rate after a tour

⚖️ Advantages, risks & lessons

Advantages

  • The assessment has almost pure profit margin because delivery can rely on AI tools and off-the-shelf software.
  • The service can be adapted to different industries through general and specialized question banks.
  • Measurable time savings and revenue effects make upsells easier to justify.
  • Local events and office hours can establish authority without an existing following.

Risks

  • Recording a client's entire workday with Loom created too much friction.
  • Offering too many unrelated upsells can spread the provider too thin.
  • Automating a broken process can increase inefficiency unless the process is optimized first.

Lessons

  • Validate demand with free pilot assessments before scaling.
  • Use a voice agent when scheduled Zoom interviews become the bottleneck.
  • Focus first on low-effort, high-impact recommendations.
  • Tie the main upsell to clear revenue growth or cost savings.
  • Being one step ahead of the average client can be sufficient to start selling the service.

💬 Quotes

You don't need to be an AI expert to do this. You just need to be one step ahead of your average client.

The central barrier-to-entry insight for selling AI services.00:08

First, we got to fix the process.

The key principle behind selling process optimization before automation.21:06

👤 People & companies

Corey

AI services entrepreneur who developed and sells AI assessments.

01:08
Nick

Corey's business partner and technical lead who built the voice agent and transcript-processing system.

08:06
Chris

E-commerce entrepreneur used in a demonstration of the assessment voice agent.

06:37
Ron

Business brokerage owner whose listing materials were used to build a custom GPT for buyer questions.

23:46
Molly

Contact for submitting potential podcast guests.

36:27
Return My Time

Business associated with the Annie voice agent that conducts AI assessments.

06:21
retail.ai

Platform used to build the voice agent.

08:06
HighLevel

Platform described as providing an AI employee for answering calls, qualifying leads, booking appointments, and handling text, DMs, and web chat.

16:14

🔗 Links mentioned