This is the doc from my carousel. I sold $2.5M+ in AI software to businesses, and these are the 7 things I'd steal if I started as an AI consultant today. Claude writes most of the system now, so almost all of this is about the selling side: who to talk to, what to say, what to charge.
Every number below is an example so you can see how the math works. Swap in the owner's real numbers once you have them.
The niche sheet
Pick one row and stay on it. Every call with the same kind of business makes the next call easier, because you reuse the same pitch, the same demo and the same result.
Roofers: quotes sit for a day. Build an instant quote reply. Dentists: patients never rebook. Build recall texts that book. Law firms: intake hits voicemail. Build an intake form that books. Gyms: trials never show up. Build a first visit follow-up. Realtors: old leads go cold. Build a restart follow-up. Med spas: no-shows and empty slots. Build reminders and a waitlist.
These are common patterns, and I haven't measured them for your town. Use a row to start the conversation and confirm the slow step on the call.
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The first message, word for word
Ask about a step you can see is slow from the outside. Keep it to two sentences, and leave out the pitch and the link.
Quick question. When a new lead fills out your form, how fast do they hear back?
Most honest owners answer with something like "next day, sometimes two." Then send this:
Want to see it answered in 2 minutes? I can show you on your own form.
Change "fills out your form" to match the row you picked. For a dentist it's "when a patient is due for a cleaning, who reminds them?" A question gets a reply far more often than a pitch does.
Five call questions that find the money
Ask these in order on the first call and write down every number you hear.
1. Walk me through what happens after a new lead comes in. 2. Where does work sit and wait? 3. How many a week get through that step? 4. What does one lost job cost you? 5. Who does that step today, and how long does it take?
The smallest number is the step you fix. If they can't give you a number, measuring it is your first job.
The pricing math
Leads they miss a month, times how many would have bought, times what one job is worth. That's what the slow step costs them every month.
Leads missed a month: ____ How many would have bought: 1 in ____ What one job is worth: $____ Lost a month = leads missed x share that buy x job value
An example with made-up numbers: 20 missed leads, 1 in 4 would have bought, and a job is worth $1,200. That's 20 x 0.25 x $1,200 = $6,000 a month.
Your fee is a slice of that number. Say the loss first, in their words and with their numbers, and the fee sounds small next to it.
The Claude prompt that builds the demo
Ask the owner for their last 20 enquiries and the replies they sent. Paste them into Claude with this prompt, then show the owner replies in their own voice before you ask for money.
You're helping me build a lead reply system for a [roofing] company. Here are their last 20 enquiries and the replies they sent: [paste] 1. Write 8 reply rules in their voice. 2. For each new enquiry, draft a reply under 80 words that answers the question and offers two call times. 3. If you're unsure, say so and flag it for a person.
Take out names, phone numbers and addresses before you paste anything. A demo on their own data closes faster than a slide deck.
The 10 run scorecard
One good output proves nothing. Before the owner sees anything, run 10 different enquiries through it and score each reply out of 10.
Correct facts (prices, hours, services): __ / 4 Sounds like them: __ / 3 Clear next step: __ / 3 Total: __ / 10
My rule is to ship at an 8 average with no run under 6. If one run scores a 3, find out why, fix the rules, and run all 10 again.
Three objections and what to say back
Owners say the same three things. Have each answer ready and bring it back to their own number from the pricing math.
Compared to what? This step costs you about $[X] a month. My fee is a slice of that.
Most people tried a chatbot. This is one system for one step, tested 10 times before you see it.
Sure. Can I show it running on your own form first? It takes 10 minutes.
Where to start today
- Pick one row from the niche sheet.
- Find 10 local businesses of that kind.
- Send each one the first message.
Don't build anything until an owner replies. The reply tells you which step to fix.