# 187 7 AI services boomer businesses are BEGGING for
transcript
show notes
In this solo episode, I break down the exact 7 AI service offers that small business owners are lining up to pay for right now, starting with the one that requires zero AI experience to sell. I walk through the what, why, build process, and real pricing for each one, from the $999 AI assessment that converts 50-60% of clients into bigger engagements, to the AI concierge retainer that's currently my biggest personal income stream, to full implementations that can run $5,000 to $10,000 or more. I share real client stories along the way, including a fintech CEO whose weekly memo process we cut from two hours to 15 minutes, and an Amazon seller whose 25-step ad reporting process we trimmed to 10. By the end of this episode, you'll know exactly which offer to start with, how to price each one, and how they stack into each other so you're never stuck pitching something you're not ready to fulfill.
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Timestamps
00:00 - Intro: The 7 AI Offers Small Businesses Want
00:20 - Offer 1: The AI Assessment (What, Why, Build, Price)
02:40 - Free Report Template (audittemplate.ai)
04:00 - Offer 2: The AI Concierge (Corey's Top Income Offer)
06:30 - Turning Client Intake Forms into Claude Projects & Skills
07:40 - Concierge Pricing & Effective Hourly Rate Math
08:40 - Client Story: Automating a Fintech CEO's Weekly Memo
09:40 - Offer 3: Process Redesign (Fixing Broken Workflows First)
11:20 - Case Study: Cutting a 25-Step Amazon Ad Process to 10
12:20 - Offer 4: Simple Automation Builds with Zapier & Make.com
13:40 - Case Study: Automating a Wedding Venue's Asana Onboarding
14:50 - Offer 5: Knowledge Systems (Custom GPTs Trained on Client Data)
16:10 - Case Study: Business Broker's Custom GPT Cuts 500 Emails to 10
17:10 - Offer 6: Custom Workflows & Claude Skills
18:30 - Case Study: The Podcast Production Orchestrator Skill
19:50 - Offer 7: Full Implementation (Mix and Match Everything)
21:00 - Why You Start with the Assessment, Not the Full Build
Key Points
The AI assessment is the best offer to start with because it requires no AI expertise to sell. It's a paid diagnostic: a 45-minute interview uncovering bottlenecks, delivered as a report showing 3-7 off-the-shelf AI tools the business can implement immediately. Priced at $999, and 50-60% of clients convert into a bigger implementation engagement.
The AI concierge is a done-with-you monthly retainer where you sit side by side with the business owner and turn their manual processes into Claude skills. Priced at $1,000-$2,000 a month for two 45-minute calls, which works out to $750-$1,250+ an hour, because you're pricing on hours saved for the client, not hours worked.
Never automate a broken process. A process redesign strips the waste out of a workflow before any AI or automation touches it. One Amazon seller paid $3,500 just to cut his 25-step, 10-hour-a-week ad analysis process down to 10 steps and about an hour a week, before automation was ever on the table.
Simple automation builds using Zapier or Make.com work best when the input and output are concrete and repeat the same way every time. A wedding venue business paid $1,500 to fully automate a manual Asana onboarding duplication task that was eating an hour of a project manager's time every week.
Knowledge systems are custom GPTs or Claude projects trained on a client's content to answer repetitive questions. A business broker went from 500 buyer emails per listing to about 10 after we built a custom GPT trained on his marketing package, priced at $3,000.
Custom workflows turn a client's existing scattered AI use into one-click Claude skills. One client's podcast production process, previously 30-45 minutes of manual copy-pasting into ChatGPT, became a five-minute run of an orchestrator skill. This tier prices at $3,000-$5,000, based on the deliverable, not the hours.
Full implementation is the mix-and-match top tier, combining any of the previous six offers into one engagement priced at $5,000-$10,000 or more, plus a monthly retainer worth roughly 10% of the build price to maintain it. Don't pitch this until you've done 5-10 smaller projects first.
Links mentioned
Free AI assessment report template, the exact one used to deliver $999 assessments - https://www.audittemplate.ai
Fathom, the AI notetaker used to transcribe discovery calls - https://fathom.video
Claude, used to analyze call transcripts, find matching tools, and build client-specific Claude Projects and skills - https://claude.ai
Gamma, one of the tools used to build assessment report deliverables - https://gamma.app
Jotform, used to build the AI concierge client intake form - https://www.jotform.com
Zapier, used for simple workflow automation builds - https://zapier.com
Make.com, used for simple workflow automation builds - https://www.make.com
Asana, the project management tool automated in the wedding venue case study - https://asana.com
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