How to reinvent yourself as an AI consultant in 90 days

How to reinvent yourself as an AI consultant in 90 days Speaker 1: And in this episode, I'm going to give you the full 90-day roadmap that you can follow step-by-step to get not only your first but your next paying AI client in 90 days or less. This is going to be exactly what you're going to do from days 1 through 30, day 31 through day 60, and day 61 through day 90, including the full protocol that you can follow, scripts that you can use. This is pretty much the full roadmap in a nutshell. So we're going to start by a summary, right? How do you go from zero tech background to paying AI client in 90 days? And mind you, this is the exact process that I followed. So I know that it works. So here's the plan. So day zero today, you're probably a non-technical operator of some sort. You either own your own business or you are just looking at, you're looking for your next business opportunity, but you don't know how to code. That's where we start. By day 30, you're going to have run five, what we call free mini assessments. These are going to be how you build your skills and how you build your confidence in having sales conversations. By day 60, you're going to have your first $1,000 paid assessment in the books, invoice cleared. By day 90, if you follow this protocol, you're going to have your first anywhere from $1,000 to $2,000 a month paid AI services retainer. That is going to be monthly recurring revenue at a 99% profit margin. Now, how do we follow this roadmap? Well, phase 1, which is day 1 through 30, is going to help you build your identity and your outreach list. Phase 2, which is going to be days 31 through day 60, or how you sell and deliver the first paid assessment. Phase 3, which is day 61 through day 90, is how we turn those paying assessment clients Into retainers. Now, before we get started, I have multiple free resources, including the exact template that I use to deliver the $999 paid assessment, the full AI concierge playbook, which we'll get into later. So many different free resources that go deeper on what I'm about to show you here. Those are going to be linked completely free at the description below. Now, let's start by talking about the reinvention, right? Who you need to become by day 90 to be able to accomplish what we're talking about here. So today, you're probably thinking, like, I'm not a tech person. I need to learn more before I can actually charge money. Like, I'm not confident enough yet in my skills. I watch tutorials. I watch videos like these, but I don't actually take any action. And I'm willing to start, but only when it feels safe. And all of these, as you can probably imagine, as I'm saying them out loud, are limiting beliefs and are hindering your growth. You're never going to make money if you just sit here and watch these tutorials all day. Now, finish watching this one, but take action. Take the exact action that I'm going to show you here before you watch another one. So by day 90, following this protocol, you're going to be what we call a technical translator. So that's somebody who doesn't know how to code. You don't need to learn how to code to do this. But you are going to be kind of the go-between between these other non-technical business owners who are your clients. You're going to be the one who does a really good job of translating AI and technical topics to the non-technical client that you have. And again, we don't need to know how to code. We don't need to be tech savvy really to learn how to do that. And I'm going to show you exactly how. By day 90, you're going to be someone who charges $1,000 to literally just prescribe fixes to common pain points. That's not building anything. That's not implementing anything. That's not automating anything. It's literally just prescribing fixes to common pain points to your clients. So telling your clients about tools that already exist that they just didn't even know existed before meeting you. And that's the whole premise of our paid AI assessment, which we'll get into here shortly. Now, by day 90, you're going to be someone who runs the assessment, By talking to the business owner, but then Claude is going to do the actual technical work and the actual heavy lifting. And you're going to be someone who sends the outreach message before you feel ready. And if you take nothing else away from this episode, be someone who sends the message before you're ready. That's the only way to win. That's the only way to make sales. So if you just say this out loud every day, I'm the type of person that sends the outreach message before I feel ready, you will be ahead of 99% of people who watch tutorials like these. All right, now who is this for? So there's two people, right? There's you watching this video or listening to this episode and there's the potential client that you're about to help. So you watching this, you're a solopreneur or an agency owner or a consultant of some sort. Or you just want to make money selling AI, but you're not that interested in building it. You don't want to vide code a SaaS. You don't want to get in the weeds and build some custom tool, and that's not what we do here. We actually focus on methods that are a lot simpler and that anybody who's non-technical can understand. Hopefully, you have some level of comfort talking to business owners because that is going to be required. We're going to have to have sales conversations. That's just the reality of business regardless of what industry you're in. You don't know how to code. You don't care about APIs. You don't really know how to use automation tools, and that's perfectly fine. Now, your client is going to be the local or online business owner doing anywhere from $500K to $5 million a year in revenue. Under $500K typically is not qualified for the offers that we sell. However, if they're doing more than $5 million a year in revenue, then they're very qualified. That's just kind of the sweet spot that we focus on for these offers. Your client is also going to be non-technical, and they're going to be someone who's most likely drowning in repetitive work. So they've got a lot of things that eat up their day-to-day that are not revenue-delivering activities, which in reality is most business owners at every level, right? Every business owner has some level of repetitive workload that is eating their time that doesn't move the needle. Now, your client here usually is only going to want one or a small handful of things fixed. They're not looking for some overhaul or totally rebuilt AI transformation because that's not what we're promising here. And they're willing to pay $1,000 for someone to just find them the fix. And that is all we're doing here. So if we get into the protocol, days one through 30, these are going to be 30 days of reps and you're going to leave this phase with ideally five free mini assessments in the books. And these are purely a way to get reps in and to help you feel comfortable having these assessment conversations and having sales conversations. So during week one, you're going to start running your own business through Claude and ClaudeCowork every day. Week two, you're going to, on a piece of paper or in a Google Doc, you're going to look through the contacts in your phone and you're going to make a list of every single business owner in your phone contacts. And I guarantee you, everybody watching this video or listening to this audio Knows at least 20 small business owners. It doesn't have to be people that you're close friends with. These could be people from your church, from your gym, parents of your kids' friends, whoever. It doesn't really matter, but make the list if you're associated with them in any way. And what we're going to do is we're going to send those people a text message. We're not going to send them an email. We're not necessarily going to call them. We're literally going to send them a text message. Now, if you really want to take this to the next level, so one of our community members, so we run a community called AI Operator Academy, one of our successful students named Charlie ...had about 670 contacts in his phone. He built an auto, and this is more technical than most, but he did it and it worked. He built an automation that took all of his contacts. He recorded a video of himself not even pitching, just asking for referrals. And he had AI systematically send that video to all 670 contacts in his phone. These are people that Some of them run businesses. Some of them are people they haven't talked to in 10 years. But he got four paying deals from that exercise. So this is not a case where less is more. More is more. The more people you reach out to, the more you increase your surface area of luck. And Charlie is one of many people that's having success with this model. Just as a quick side note, if you want to learn everything I'm about to teach you here in more detail, we actually have a 60-day plan With each day, like day 1 through 60, phased out so that you know exactly which actions to take each day 1 through 60, we have all that laid out as like a 60-day roadmap inside AI Operator Academy, which is our community. And if you're interested, you can go to aoa.community or hit the link in the description below if you want to join us there. Now, in week three, you're going to send the free mini assessment offer to all the people that you made on your list, right? Whether it's 20 people, whether it's 200 people, you're going to send them all the same text message. And then by week four, you are going to run up to five 15-minute mini assessments. And I'm going to explain what the mini assessment is here in a second, but this is the text message that you're going to send. So if you're watching this on YouTube, screenshot this here. If you're listening on the podcast, like pause, make a note of exactly the template that I'm about to say here. So all we're going to do is say, hey name, I've been going deep on AI and I'm taking on one more free mini assessment this month. It's 15 minutes where I find one pain point in your business and prescribe one simple AI tool to fix it. Worst case, you learn something. Best case, you save real time or money. Do you want in? So that's all we're saying in our text message. And all we're doing is we're swapping out the name of the person every time we send it. Now, what that does is it frames it in a way where, look, you've got nothing to lose. Worst case, you'll learn something. Best case, you get a real result, right? And a lot of people, especially if they already know, like, and trust you, are going to be willing to take you up on that offer. Now, again, some of you might be thinking, well, what is the free mini assessment? So the free mini assessment is so simple. Anybody can deliver it. We spend 15 minutes on the phone with the business owner. Asking them questions designed to figure out one big bottleneck in their business. So we might ask them like, hey, where do you spend most of your time? What tasks do you hate doing? If you could wave a magic wand and fix one thing in your business, what would it be? So we're just kind of peppering them with these questions for 15 minutes. And ideally, we're recording the call so we can take the transcript, hand it to Claude, and have Claude decide, okay, what is the number one pain point from that call? And hey, Claude, go out and research the internet and find me one existing tool, one tool that already exists that could fix that pain point. And then we schedule a quick like 5-10 minute follow-up with them at a later time to say, hey, based on our conversation, here's one tool that I found that you can implement that will fix that pain point that you mentioned. So for example, and this is an example I love using because it's so common, like probably 80% of your many assessments, you could just prescribe this one tool and people, it will work. Like people will get value out of it. So the biggest bottleneck for most business owners is email, period. Everybody struggles with email workload. There's a tool called SaneBox. I think it's sanebox.com. I'm not affiliated with them in any way, but every time we have a client who's struggling with email, we prescribe SaneBox. Samebox is like an AI layer that sits on top of their inbox and basically lets them know when they have important emails and everything that's not important, it puts into a separate inbox that they can go and check whenever they have time. So it almost forces the client to batch process their email. We have some clients who have said that from using SaneBox, they're saving an hour a day. And like for most people, that's significant. That's a ton of time. SaneBox costs like $10 a month. So that would be an example of a tool that already exists that we just prescribe to the client and say, hey, I know in our 15 minutes, you said email was a big pain point for you. Well, if you use this tool called SaneBox, it can, you know, it'll attach to your email, save you time. That's the one suggestion that I have for you. So that is the free mini assessment. And now the paid assessment, which we'll get into in phase two, which is days 31 to day 60. This is a bigger version of the mini assessment. So that's our goal with phase two is to turn one of the five mini assessments into a paid assessment. We charge $999 for the paid assessment and the only difference between the mini assessment and the paid assessment With the paid assessment, we spend 45 minutes asking the client questions instead of 15. And instead of prescribing one tool, we prescribe anywhere from three to seven. And we actually give them a nice branded custom report with all of our recommendations in one place that they can refer to that looks really professional. And again, we I give away the template that we use to deliver that assessment. You can get that at the link in the description, including all the other resources I've mentioned here, are free, linked in the description below. So if we talk about phase two, getting into week five, we're going to end every one of our mini assessments with an offer for the paid assessment. So that's going to go something like this, right? We have our review call with our free mini assessment client. We deliver the one prescription for the one pain point that we identified. And then we'll say something like, hey, if you got value out of this one suggestion, imagine all the other opportunities that exist in your business that we just haven't, we didn't have time to discover in our 15 minute call. I'd love to spend 45 minutes with you doing a deeper dive where I could give you three to seven tools just like the one I gave you today that can either save you time or make you money. The price for that is $999. Are you interested? If you pitch that to all five of your mini assessment prospects, at least one of them is going to say yes. Typically, two to three say yes based on my numbers and based on the numbers of people inside AI Operator Academy. Usually, your close rate from a mini assessment to a full paid assessment is at least 50 percent. So when we get somebody to agree to the paid assessment, I already explained to you what that is, but we're going to deliver that in about two hours, right? So we're going to spend 45 minutes on the front end doing the assessment call with the client, and then we take the transcript, we feed it to Claude, and just like we did with the mini assessment, we have Claude go out to the internet and find three to seven tools that fix three to seven of the pain points that they mentioned in the call. Now, our community members, we actually give them a Claude skill that does all of this for them. So all they have to do is upload, they literally just have to attach the transcript of their call. To Claude, and then run the skill that we give them, and then Claude goes out and does all the research, comes back with the findings, and then we give them a template in Claude design that they can drop the findings into for the report. So it takes that two hours down to about an hour, roughly, you know, 45 minutes to talk to the client, 15 minutes to prepare the report. But if you're doing this like by hand, if you're doing this manually, it's going to be about two hours. And then After we've run the assessment, we're going to present what we call the effort versus impact matrix to the client. And that's just part of the assessment where we show them, hey, of all the pain points you gave me, these are the ones that, in terms of the fixes that we prescribed or the tools that we found for you, these are the ones that are high impact, meaning they actually move the needle, and that are low effort, meaning they're easy to set up, right? It's usually just like a quick install or like a plug and play tool, like a SaneBox, for example. And we asked them which of those things they want fixed first. And we want to hear it directly from them. Which of these are actually your priority? Now, as we're going through this process, we want to be running more mini-assessments if we can. So we want to continue doing our outreach. We want to continue offering the mini-assessment to people who are qualified because that's going to be our pipeline for our paid assessment. So again, the goal with phase two, days 31 through 60, is to get our first paid $999 assessment client. And usually it doesn't even take 60 days. Like if you're doing this right and you're being consistent with it, you can get there in, you know, two weeks. You can get there in a week or you can get there in 30 days. There's no guarantee, but the more effort you put in, the quicker you're going to get there. Now, day 61 through 90, this is where we start to offer our AI concierge upsell. So this is how we create recurring revenue. Now, I've got tons of other videos, tons of other podcast episodes on AI concierge and what that is exactly. So I'm not going to spend a ton of time explaining it here. If you're interested in learning about AI concierge, you can literally go to YouTube or go to Apple Podcasts or Spotify, type in AI concierge, and all my videos that I've done on it will come up. Just know that it is the offer that we upsell after the paid assessment, and that's how we generate monthly recurring revenue at very high margins every single month. After we sell the paid assessment, we're going to then offer AI concierge to every assessment client as we are wrapping up that engagement. Again, I'm not going to go into the depths of the details of what that offer is here, but just know that it's a monthly retainer, We're charging anywhere from $1,000 to $2,000 per month for about an hour and a half per month of work per client. So as an AI concierge, we are making at least $1,000 an hour. In my case, I'm making about $1,200 an hour across all my clients. That's like my blended rate. As an AI concierge, and all we're doing as an AI concierge is we are helping the client learn how to use Claude, Claude co-work, and we are helping them build skills inside of Claude. And it is a done-with-you consulting engagement, meaning we're not building anything for them. We are literally just hand-holding them as they build themselves. So that is the gist of that offer. And it's a perfect upsell after the assessment because the assessment uncovers what can be done. So, hey, these are the things that we could do. If you want my help in implementing them, well, then you can hire me as an AI concierge. So, the goal is that in phase three, by week 12, I want you to have your second retainer because by week 12, you should have done If you're following this protocol, at least three to five paid assessments. And if you do three to five paid assessments and you pitch AI concierge to each one, you should upsell at least 30% of those assessment clients to AI concierge. So that would mean that if you do five paid assessments by week 12, you should have at least two AI concierge clients. And I just pretty much summarized what the engagement is. Again, if you want to learn more about AI concierge, you can go on my YouTube. I've got tons of other videos on it. Now, if we talk about the daily protocol, so we just kind of zoomed out and looked at it at a monthly level. If we look at it at a daily level, this whole process is a game of subtraction. So it's not, you know, what can we do more of? It's what are all the things that we are going to stop doing so that we only focus on things that move the needle. So first priority is sleep. We've got to sleep. We've got to make sure we're well rested so that we can have quality conversations and quality sales conversations with people. The next priority is your deep work. Deep work consists of two things and two things only. It is outreach and delivery. Nothing else matters in that order. You never want to let your outreach slip. As you're delivering the free assessments, as you're delivering the paid assessments, as you're delivering AI concierge, you still want to keep a consistent outreach cadence, even if that's only like three to five touches per day. Bottom line, you want to be doing outreach, otherwise your pipeline is going to dry up. The priority after that is your health, you know, working out, walking, eating. After that is everything else. Nothing else matters aside from those three things in that order. Now, what I recommend people do is set what we call a golden hour, which is where you block the same day, every day, weekends included, or sorry, the same time, every day, weekends included, to do that deep work. And if you are efficient with your time, you only need an hour to 90 minutes a day to do the outreach effectively. And in the delivery, obviously, you'll probably schedule throughout the day based on your client's schedule. But you want to be consistent with that outreach block. And when you're doing the outreach, put your phone in another room if you can help it. Keep Claude open and keep YouTube closed. You want to be locked in doing that outreach at least 60 to 90 minutes every single day. And I've got this here at the bottom, like, you do not become a technical translator by watching videos like these. You become one by translating, which means doing the work, having client conversations, having sales conversations, and building your skills inside of Claude and the real AI tools. Now, the place where most people quit, which we call the pit, is around day 45. Because around day 45, you could be doing everything right and still not have made a dime. Because on days 1 through 30, your inputs are going up, you're doing outreach, you're doing the thing, but you still don't have any outcomes. You still haven't made any money. You've sent the text messages, you've gotten some replies. It kind of feels like progress because it is, even though you haven't made any real money yet. And then days 60 through 30 is, again, that's what we call the pit. You're doing free work. You're doing the free mini assessments. You haven't gotten a paid invoice yet. So you feel like you're spinning your wheels. You're like, I'm doing all this work for free, but I have nothing to show for it. And this is where most people quit. But if you can hang in there, day 60 through 90 is really where you make your money. This is where the first $999 assessment clears. You finally get paid for your effort. This is where you pitch your first AI concierge retainer. And if you don't land the first one, you're probably going to land at least one of the first three. So you're going to land that first paid retainer, which is going to pay you $1,000 to $2,000 a month. And that's when you start to see the hockey stick growth. So if you can hang in there, Through the pit, past day 45 into day 60 through 90, you are going to be in a good spot. Inflection point always comes after staying consistent, and the pit is the test at the end of the day. So if we look at the actual money math on a 90-day protocol that we just recommended looks like, You're going to be doing a total of about eight hours of delivery work in that 90-day period if you hit all the numbers that we just said. So again, if you're going to do five free mini assessments, you're going to make $0 in revenue and it's going to take you about 75 minutes of your time. If you do two paid assessments over that time, you're going to make about two grand and it's going to take you about four hours. Over that time, if you do two AI concierge retainers, it's going to be about $1,500 in revenue. It's going to take you about three hours. So over the total, over the course of a month, by the end of the 90 days, you should be making about five grand in a month, working about eight hours in terms of delivery every single month. Now, eight hours a month is not a lot of time, so the rest of your time should be spent on outreach and the daily protocol. No exceptions. That is how you scale this business, and that is exactly what I did and what I am still doing to grow my business. Now, for next steps, what is the simplest action you can take to move forward and execute on this immediately? Text 10 business owners you know, not this week, right now, offering the free mini assessment and rewind, go back to the second or third slide where I gave you the script that you can use, copy that script verbatim, send it to 10 people, you're going to land a couple of mini assessments from that, and then pitch the paid assessment from there. And if you want all of these resources, everything kind of handed to you in almost like a business in a box, Join AI Operator Academy. You can do it at aoa.community or hit the link in the description below. We give all the resources required to run a fully turnkey AI assessment and AI concierge business, including a community of over 300 people doing this exact same thing. So you're going to be in good company. You're going to have direct access to me and you're going to increase your chances of success when you put yourself around like-minded people. So thank you so much for watching and I'll be back soon.