I'm getting rich fixing boomer businesses with AI (here's how)
Join the AI Operator Academy community to get the JotForm template, Notion hub template, and the two Claude skills I use to automate post-call follow-up: https://www.skool.com/aioperatoracade... Grab the AI Audit template that I use to deliver $999 AI Audits to small business owners (completely free): audittemplate.ai Get the full diagram I show in this video: https://link.excalidraw.com/l/4z8Z2Ly... I break down the exact AI concierge offer that has me making over $1,000 an hour — and I walk through every component step by step so you can replicate it from scratch. We cover the pre-call intake form built in JotForm, two 45-minute done-with-you strategy calls per month, unlimited async access via Voxer, and a shared Notion documentation hub that clients use to track everything we build together. By the end of this episode, you will have the full roadmap to launch this offer, price it at $1,000 to $2,000 a month, and build the Claude skills and Notion infrastructure that run the engagement almost on autopilot. Links Mentioned JotForm: https://www.jotform.com Voxer: https://www.voxer.com Notion: https://www.notion.so Claude / Claude Cowork: https://claude.ai AI Operator Academy: https://www.skool.com/aioperatoracade... Timestamps 00:00 – Intro: Making $1,000 an hour with the AI concierge offer 01:40 – The pre-call intake form: what it includes and why it's required 03:40 – The two 45-minute done-with-you strategy calls 04:30 – The AOA framework: Audit, Optimize, Automate 05:20 – Goal for call one: deliver a win on day one 06:00 – Voxer access and the 12-hour response SLA 07:30 – The Notion documentation hub overview 08:00 – The quantified deliverables list and why it drives renewals 09:56 – How the call log and action items are structured 10:30 – The two Claude skills that automate post-call follow-up 12:15 – Pricing: start at $1,000, raise to $1,500, then $2,000/month 13:30 – Why $1,500/month equals a $1,000/hour effective rate 14:23 – How to get the full templates and join the community Key Points • The pre-call intake form is a hard requirement — if a client hasn't filled it out before call one, reschedule. It surfaces time sinks, bottlenecks, and gives you one to three AI opportunities before you ever get on the clock. • This is a done-WITH-you engagement, not done-for-you. You're on calls building Claude skills and workflows alongside the client — upselling to fully done-for-you is a separate add-on. • The AOA framework (Audit, Optimize, Automate) keeps you from jumping straight to automation. Fix the process first, then hand it to Claude — automating a broken workflow just breaks things faster. • Two Claude skills handle all post-call admin in 30 seconds: one fills out the Notion call log from the transcript, the other pulls action items and drafts a follow-up email to the client. • When you're closing 100% of your sales calls, your price is too low. Corey raised from $1,200 to $1,500 to $2,000/month after every new client said yes without hesitation. • At $1,500/month for two 45-minute calls, the effective hourly rate is $1,000/hour — and the Notion hub gives clients a running list of every skill and automation built, making that rate easy to justify at renewal. Section Summaries 1. THE INTAKE FORM AND WHY IT SETS THE ENTIRE ENGAGEMENT UP I walk through the JotForm-based questionnaire sent to every client before the first paid call. It maps their time sinks, repeatable processes, and AI readiness so we can hit the ground running — and I make completing it a non-negotiable before call one ever happens. 2. THE STRATEGY CALLS AND THE AOA FRAMEWORK The core of the offer is two 45-minute working sessions per month where the client shares their screen and we build together. I explain how the Audit, Optimize, Automate framework guides every session — fixing processes before automating them — with a goal of shipping at least one real automation on call one. 3. VOXER AND THE NOTION HUB: THE INFRASTRUCTURE THAT DRIVES RENEWALS Voxer gives clients async access between calls with a 12-hour response SLA. The shared Notion hub stores every recording, takeaway, and action item — plus a quantified list of every skill and workflow built. Two Claude skills populate the entire hub automatically in 30 seconds after every call. 4. PRICING THE OFFER AND KNOWING WHEN TO RAISE YOUR RATES I started at $1,200/month and have raised to $2,000/month after consistently closing every sales call. The framework: start at $1,000, raise to $1,500 once you have two clients, then raise again when everyone keeps saying yes. Cap at six clients to protect service quality. FIND ME ON SOCIAL X/Twitter: https://x.com/coreyganim Instagram: / coreyganim LinkedIn: / coreyganim

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