How I deliver a $999 AI assessment with Claude

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In this solo episode, I walk through exactly how I deliver and fulfill a $999 AI tools assessment for small business owners, start to finish. I cover the discovery call script, how I hand the transcript to Claude to find and rank tools on an impact versus effort matrix, and exactly what goes into the final report and review call. By the end, you'll have the complete step-by-step process to deliver this entire offer yourself in about two hours for $500 an hour.

Timestamps:

00:00 - Intro: How I Deliver A $999 Assessment

00:34 - What An AI Tools Assessment Actually Is

01:35 - How The Engagement Works: The Discovery Call

03:14 - Who The Ideal Client Is

03:42 - The Scope Of The Engagement

04:28 - The Three Outcomes Framework

05:02 - Step 1: The Discovery Call

05:52 - The Exact Discovery Call Prompt For Claude

07:26 - AOA's Question Bank And Assessment Skill

08:22 - Step 2: Pasting The Transcript Into Claude

09:37 - Step 3: Building The Report

11:10 - Walking Through The Report Template

12:36 - The Four Day Quick Wins Plan

13:14 - What Comes After Quick Wins: Major Projects

14:01 - The Financial Impact Slide

14:37 - Step 4: The 30-Minute Review Call

15:02 - Pitching The AI Concierge Upsell

15:45 - The Full Offer Ladder: Mini To Paid To Concierge

16:55 - Next Steps: Run A Free Mini Assessment This Week

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