# 177 Charge $999 to audit businesses with AI

Grab the exact template I use to deliver the $999 AI audits here (free): https://corey-ganim.kit.com/fd0829de10 This is the actual AI tools assessment template that we deliver to clients after a $999 audit. Nine slides, built from scratch in Claude Design, walked through one by one so you can see exactly what goes on every slide and why. I cover the effort versus impact matrix, the tool stack recommendations, the four-day quick wins plan that gets clients to implement at least half the report in under a week, and the financial impact slide that shows them their monthly ROI in dollars. I also show you exactly how the assessment sets up the upsell into bigger projects, and at the end I give you the actual template file so you can duplicate it in Claude Design and start using it with your own clients. 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 real AI tools assessment template 00:30 – Building the template in Claude Design and why we canceled Gamma 01:00 – How to auto-fill the template by dropping in a client transcript 01:30 – Slide 1: Title slide and the tweaks menu in Claude Design 02:00 – Slide 2: Executive summary with primary pain point and outcome 02:24 – The three levers of ROI: Effectiveness, efficiency, and quality 02:50 – Slide 3: The effort versus impact matrix 03:30 – Quick wins, fill-ins, major projects, and what to ignore 04:44 – Slide 4: Quick wins summary with pain point to tool mapping 05:30 – Slide 5: The full tool stack with cost, setup time, and time saved 06:30 – Slide 6: The four-day quick wins plan 07:02 – Why the four-day plan prevents implementation paralysis 07:30 – Slide 7: What comes after quick wins and the major projects upsell 08:30 – How to tee up the upsell on the review call 09:00 – Slide 8: Financial impact and the monthly net ROI calculation 09:20 – The ROI formula: Weekly Hours Returned × Hourly Rate − Tool Cost 10:30 – Slide 9: Next steps and the review call booking 11:00 – Three questions that close 50 percent of upsells on the review call 11:43 – How to duplicate the template in Claude Design using the HTML file 12:30 – Sixty seconds to a fully imported template Key Points The assessment template is nine slides built in Claude Design. You can drag and drop a client transcript into the Claude Design chat and it will auto-fill the entire template for you, making this nearly plug and play. The effort versus impact matrix is the light bulb moment for clients. It sorts all recommendations into four quadrants: quick wins that are high impact and low effort, fill-ins, things to ignore, and major projects that become your upsell opportunities. The tool stack slide is where you spend most of the review call. Each recommendation shows the pain point, the tool, a brief description, the monthly cost, setup complexity, and estimated weekly time saved. The four-day quick wins plan prevents implementation paralysis. Instead of overwhelming clients with six recommendations, you give them four things to do in four days that capture at least fifty percent of the report's value. The financial impact slide makes the ROI undeniable. Take the weekly hours returned times the client's self-reported hourly rate times four, then subtract the total monthly tool cost. A typical result: five hours per week at a hundred dollars per hour minus fifty dollars in tools equals $1,950 per month in net ROI from a $999 assessment. The major projects slide is the upsell. High impact, high effort solutions that need custom builds like Zapier automations, AI agents, or knowledge bases. On the review call, three simple questions close over fifty percent of clients: do you want my help implementing these, which will you tackle first, and how urgent is it. Links Mentioned: Claude Design: https://claude.ai SanBox: https://www.sanebox.com Fathom: https://fathom.video If this episode was valuable to you, it would mean a lot if you left a rating and review on Apple Podcasts or Spotify. It helps more entrepreneurs find the show. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: https://www.instagram.com/coreyganim/ LinkedIn: https://www.linkedin.com/in/coreyganim/ YouTube: https://www.youtube.com/@coreyganim