S-Tier Services

These services are considered high ROI for the client and easy to sell.

AI Sales & Operations

Personalized Email Follow-up System

●​ Concept: Automates the initial, personalized follow-up to inbound leads (e.g., from ads
or forms) within 60 seconds.
●​ Business Impact:
○​ High Revenue Generation: A quick response can increase conversion rates
significantly (e.g., a reported 396% increase for responding within 60 seconds of
inquiry).
○​ Minor Cost Reduction: Reduces manual follow-up by sales teams.
○​ Time Savings: Streamlines the lead response process.
●​ Delivery Model: Initial setup fee plus ongoing monthly management, or a one-shot
setup with the client managing updates, potentially with an ongoing management fee for
updates.
●​ Technical Complexity: Moderate.
●​ Market Readiness: Mature and strong demand.
●​ Speaker's Experience: Ranks it S-tier due to high ROI.

Client Onboarding System

●​ Concept: Automates the client onboarding process after a new client trigger (e.g.,
payment, proposal signature), sending personalized onboarding assets (PDFs, emails,
forms, videos) and potentially updating CRM stages. Can be enhanced by using AI to
personalize assets based on sales call information.
●​ Business Impact:
○​ Massive Revenue Increase (Indirect): Improves client retention by creating a
positive initial experience, which leads to repeat business and referrals.
○​ Reduced Costs: Automates administrative work typically done manually by staff,
minimizing errors.
○​ High Time Savings: Frees up team resources for more critical tasks.
○​ Improved Client Experience: Provides a personalized and efficient onboarding
process, reducing buyer's remorse.
●​ Delivery Model: Initial setup fee plus minimal maintenance. Significant upsell potential
as it touches the initial stage of fulfillment and can lead to automating other fulfillment
steps.
●​ Technical Complexity: High, as it can involve integration across multiple business
functions.
●​ Market Readiness: 100% ready and widely used by high ROI businesses.
 ●​ Speaker's Experience: Ranks it S-tier due to immediate ROI and ability to entrench in
a business.

Sales Pipeline & Follow-up Automation

●​ Concept: Builds an automated CRM pipeline management system. When a new lead
enters, it's added to a CRM/dashboard, triggering automated follow-up events and stage
changes based on predefined rules (e.g., "if in meeting booked stage for 4 days, send
rebooking email").
●​ Business Impact:
○​ Very High Revenue Impact: Significantly increases conversion rates by
ensuring timely follow-ups and nurturing leads through the sales pipeline (e.g.,
can double company revenue by improving CVR from 15-20% to 30%).
○​ High Cost Reduction: Eliminates manual follow-up tasks for sales teams.
○​ High Time Savings: Reduces chaos and improves efficiency in lead
management.
●​ Delivery Model: Initial setup plus ongoing maintenance. Can be used as an upsell for
subscription or fractional CO services.
●​ Technical Complexity: Moderate.
●​ Market Readiness: Mature and very valuable for high-volume applications (e.g.,
recruiting agencies).
●​ Speaker's Experience: Ranks it S-tier because it directly interacts with sales systems
and generates substantial revenue.

Deep Personalization Cold Outreach System

●​ Concept: Before sending cold emails, the system researches prospects' social media,
Google, and even podcast appearances. This information is then fed into AI to deeply
personalize cold emails.
●​ Business Impact:
○​ Very High Revenue Generation: Dramatically improves cold outreach
effectiveness by increasing reply rates (e.g., from 2-3% to 5-10%, a 5x increase
in top-line revenue).
○​ Medium Cost Reduction: Reduces time spent on manual research for
personalized emails.
○​ Very High Time Savings: Automates a prohibitively time-consuming task.
●​ Delivery Model: Initial setup, ongoing management, and often a performance-based fee
(e.g., per booked meeting).
●​ Technical Complexity: High, requires understanding of cold email strategies and copy.
●​ Market Readiness: Very high demand, especially from companies already using cold
email.
●​ Speaker's Experience: Ranks it S-tier due to massive, direct revenue impact.
A-Tier Services
These services offer good ROI for the client and are relatively easy to sell.

Proposal Automation System

●​ Concept: A three-step system where a sales event (form fill, call transcript) triggers AI to
fill in a proposal template, which is then used to generate a PDF or other document
format.
●​ Business Impact:
○​ Immediate Revenue Generation: Helps generate revenue by delivering highly
customized proposals quickly (within 30 minutes of a sales call), significantly
improving conversion rates.
○​ Minor Cost Reduction: Saves sales team time on administrative tasks and
reduces errors.
○​ High ROI: Transforms hours of work into minutes.
●​ Delivery Model: One-time setup with minimal maintenance and a revision period. Offers
upsell opportunities for monthly maintenance or recurring retainers.
●​ Technical Complexity: Moderate, requires CRM integration and understanding of
document generation tools.
●​ Market Readiness: Mature, speaker has personally sold over $100,000 with this
product and uses it himself.
●​ Speaker's Experience: Ranks it A-tier due to its effectiveness in generating revenue.

Industry-Specific CRM Systems

●​ Concept: Develops optimized CRM templates for specific industries (e.g., recruitment,
creative agencies, coaches). These templates streamline administrative work, optimize
stages, and include simple triggers, automations, and dashboards.
●​ Business Impact:
○​ Medium Revenue Impact (Indirect): Lifts all business KPIs by making
processes faster and costs lower, improving overall efficiency.
○​ Very High Cost Reduction: Eliminates a large chunk of administrative work.
○​ Very High Time Savings: Provides best practices and significantly reduces
setup time (80% done with the template).
●​ Delivery Model: Initial setup plus recurring management service, as these systems
often require tweaking and ongoing support. Difficult to sell as a one-off. Often an upsell
after providing other services.
●​ Technical Complexity: Medium to High (can become complex when integrating various
business functions).
●​ Market Readiness: Mature and provides significant value.
 ●​ Speaker's Experience: Ranks it A-tier, noting its interwoven nature with other services
and its ability to make the service provider "sticky."

AI Content Creation for Social Media Leads / SEO Content Producer

●​ Concept: Takes input (forms, scraped blogs) and uses AI to generate content (e.g.,
social media posts, blog articles). Best implementations include a human in the loop for
quality assurance.
●​ Business Impact:
○​ High Potential Revenue Generation: Drives new leads if the content is high
quality.
○​ Medium Cost Reduction: Replaces or augments content creation
staff/freelancers, providing leverage.
○​ High Time Savings: Eliminates up to 90% of manual content creation work.
●​ Delivery Model: Initial setup (one-time project) plus recurring management service
(fine-tuning) or usage-based pricing (e.g., per number of blogs per month).
●​ Technical Complexity: Can be chunky depending on platforms (e.g., Facebook Graph
API). Requires understanding of content strategy.
●​ Market Readiness: Mature, but the value of generic AI content has decreased as AI
tools are more accessible.
●​ Speaker's Experience: Ranks it A-tier, but notes that the value has decreased due to
widespread access to AI content generation.

B-Tier Services
These services offer moderate ROI for the client and are moderately easy to sell.

Reporting & Analytics Automation

●​ Concept: Monitors data from various automated systems (auto-responses, chatbots)

and adds it to a structured database (e.g., tables for leads, sales, clients, projects). A
data visualization platform (Looker Studio, Plecto) then pulls from the database to create
real-time dashboards.
●​ Business Impact:
○​ Indirect Revenue Impact: Improves decision-making by providing real-time
visibility into business operations, indirectly increasing conversion rates,
optimizing expenses, and reducing cycle times.
○​ High Cost Reduction: Eliminates manual reporting tasks, transforming hours of
labor into an automated process.
○​ High Time Savings: Provides immediate access to business metrics.
●​ Delivery Model: Initial setup plus monthly maintenance. No performance-based model.
●​ Technical Complexity: High.
 ●​ Market Readiness: Mature and widely used by high ROI businesses.
●​ Speaker's Experience: Ranks it B-tier because it doesn't immediately impact revenue,
making it tougher to sell than S or A-tier services.

Recruiting & Candidate Screening Automation

●​ Concept: Streamlines the hiring process by automating stages within a candidate

management system (CRM for hires). This includes automated emails, AI scoring of
applications, human Q&A filtering, and automated triggers for stage changes (e.g.,
sending calendar links for interviews).
●​ Business Impact:
○​ Indirect Revenue Impact: Enables faster and better hiring, minimizing the gap
between need and fulfilled hire, and reducing the likelihood of hiring unsuitable
candidates.
○​ Very High Cost Reduction: Automates time-consuming aspects of recruitment
(manual screening, organizing candidates).
○​ High Time Savings: Streamlines the hiring cycle.
●​ Delivery Model: Initial setup plus a recurring management service. Can be sold to
recruiting agencies as well.
●​ Technical Complexity: Moderate.
●​ Market Readiness: Mature and effective for internal use and as a service.
●​ Speaker's Experience: Ranks it B-tier as it primarily focuses on savings rather than
direct revenue generation.

Customer Support Ticketing Automation

●​ Concept: Uses AI as a triage agent for customer inquiries (chat, form, email). The AI
categorizes inquiries (e.g., refund requests, complaints, feature requests) and directs
them to purpose-built automated flows or human agents for complex issues.
●​ Business Impact:
○​ Indirect Revenue Impact: Improves customer satisfaction and retention, but this
is downstream and doesn't immediately translate to new revenue.
○​ Very High Cost Reduction: Can significantly reduce customer support staff
payroll (e.g., 30% reduction), especially for businesses with high inquiry volumes
like SaaS.
○​ High Time Savings: Automates routine inquiries, freeing up human agents for
more complex issues.
●​ Delivery Model: Initial setup fee plus recurring management/maintenance. Justified by
cost savings (e.g., if it leads to laying off support staff).
●​ Technical Complexity: Moderate.
●​ Market Readiness: Mature and effective for specific use cases (e.g., automating simple
refund requests).
●​ Speaker's Experience: Ranks it B-tier due to its focus on cost savings rather than
immediate revenue.
C-Tier Services
These services are considered lower ROI for the client and more difficult to sell or implement
effectively.

AI Chatbot Lead Capture System

●​ Concept: Replaces website forms with an AI chatbot widget that guides visitors through
the sales or appointment-setting process, aiming to book appointments.
●​ Business Impact:
○​ Medium to High Revenue Impact (If Targeted Properly): Can increase
conversion rates for websites with high traffic and mundane inquiries, effectively
supplementing customer support agents.
○​ Cost Savings: Supplements human interaction, reducing the need for live
agents.
○​ Time Savings: Handles routine inquiries.
●​ Delivery Model: Initial setup plus ongoing management fee, as these often require
significant tweaking.
●​ Technical Complexity: Moderate, but requires deep understanding of customer
interactions and prompt engineering to be effective.
●​ Market Readiness: Ready with caveats; works well for specific use cases, not a general
solution.
●​ Speaker's Experience: Ranks it C-tier due to limited viable results in his experience,
despite high market demand.

Appointment Setting Agent

●​ Concept: Similar to the AI chatbot, this is an AI agent that responds to inbound inquiries
on messaging platforms (WhatsApp, Telegram) with the goal of booking appointments,
often with access to scheduling tools.
●​ Business Impact:
○​ High Revenue Potential (Only if Done Right): Can increase throughput and
conversion rates.
○​ High Cost Reduction Potential: Reduces the need for human appointment
setters.
○​ Caveats: AI agents may lack nuance, leading to lower conversion rates
compared to humans (e.g., 15% for AI vs. 20% for human), where the revenue
loss often outweighs cost savings.
 ●​ Delivery Model: Initial setup plus ongoing payer-performance or recurring management
fee.
●​ Technical Complexity: Moderate.
●​ Market Readiness: Ready with caveats.
●​ Speaker's Experience: Ranks it C-tier, similar to the chatbot, due to the nuance human
agents provide that AI often misses, leading to potential revenue loss.

Outbound Voice Caller

●​ Concept: Uses a voice agent platform (VAPI, etc.) with a simple script or prompt to
make outbound calls, aiming to sell appointments or products.
●​ Business Impact:
○​ Revenue Generation (Specific Use Cases Only): Effective for very simple,
low-customization campaigns (e.g., offering a free product with an appointment).
○​ Medium Cost Reduction: Reduces SDR costs for initial outreach.
○​ High Time Savings: Automates mass outreach.
○​ Caveats: The technology is not yet mature enough for complex cold calling
scenarios. AI agents often underperform human salespersons, leading to
significant revenue loss that outweighs cost savings.
●​ Delivery Model: Setup fee plus performance-based ongoing cost (e.g., per accepted
offer).
●​ Technical Complexity: High, requires fine-tuned prompts, dedicated sales flows, and
low-latency models.
●​ Market Readiness: Not mature for general cold calling.
●​ Speaker's Experience: Ranks it C-tier, as current technology struggles to outperform
human sales efforts, especially in nuanced cold calling.

E-Tier Services
These services are considered very low ROI for the client and highly problematic to sell.

All-in-one AI Agents

●​ Concept: The idea of an AI agent that completely autonomously runs a business,

managing bookings, client communications, lead follow-ups, and more.
●​ Business Impact:
○​ Medium to High Revenue Impact (If Properly Scoped - Unlikely): This is the
claim, but it doesn't work well in practice.
○​ Low Cost Reduction: Any savings are often offset by reduced closing rates and
retention.
○​ Significant Risks: Lack context, can burn leads or clients by appearing artificial,
quality of service often drops from 100% to 80% (the last 20% is most crucial).
●​ Delivery Model: No defined good delivery model, as current implementations rarely
deliver value.
●​ Technical Complexity: Very high, and the speaker believes that when the technology
matures, out-of-the-box solutions will likely bypass service providers.
●​ Market Readiness: Not ready; too much hype and overexpectation.
●​ Speaker's Experience: Ranks it E-tier, strongly advising against selling them due to
current technological limitations and negative client experiences.