Your AI reports and new clients

AI ops audit & growth roadmap

The plan for today's call.

What I heard

Your interns spend about ten hours a week building client reports. They pull from Google Analytics and the Squarespace and Wix dashboards, and your clients want four things out of it: how many people came, where they came from, whether they were real customers in the area or bots, and whether any of it turned into business.

You're running this with five to ten people, mostly interns, at about $20,000 a month, and you charge a client about $300 a month. You're not doing anything to go out and find clients, and you still picked up six new ones in the last three months. You told me you're good at getting clients ranked and getting them calls and leads, and that you're good at sales. What you want the time back for is taking the business to the next level.

I'm not putting a savings number on this

On our call I mentioned that I guarantee $5,000 a month in savings. I ran your numbers and I can't get there, and I'd rather tell you than stretch it.

Your reports are built by interns. Ten hours a week is about 43 hours a month, which is about $690 at New Jersey's $15.92 minimum wage. That's the whole saving from automating the reports. The $5,000 guarantee is written for bigger shops with payroll to cut, and that isn't your problem. So I'm declining it here, and the same goes for my retainer guarantee, which promises to save you twice what you pay me. There's nothing for either one to measure against.

The client report agent

It reads one month of a client's Google Analytics and writes the report your interns build by hand: how many people came and how that compares to last month, where they came from, how much of it was real people in the client's towns versus data-center traffic and bots, which pages turned into calls and quote requests, and what you're doing about it next month.

Every number in the report is checked by code against the data before you see it. If a figure isn't in the source, or a percentage doesn't recompute, the item gets flagged instead of going out. Your name is on these reports, so a made-up number is the one thing it can't do.

Outbound that books meetings

It finds local businesses in the trades and counties you choose, checks each one's website and Google listing for a real problem you'd fix, and opens the email with that problem. Replies that want to talk get booked onto your calendar.

Two rules I won't break, because your name is on every email. The problem gets re-checked right before the email sends, so nobody gets told about something they fixed yesterday. And nothing gets guessed. If we can't prove it from their own site or listing, it isn't in the email.

The sending domains take about two weeks to warm up. Sending starts in the second half of month 1, and the guarantee starts in month 2.

The outbound math

Worked out on the three meetings I guarantee. The close rate is my placeholder until you correct it.

Your clients pay for the report

At $300 a client, your $20,000 a month is spread across a lot of clients, so a small add-on across them moves more than new clients do. The report the agent writes is the one your clients asked you for: real local customers versus bots, and what you're doing about it next month. If some of them would pay a bit more for that, it's a new line for you, not a cost.

The guarantee

Qualified means a business you haven't worked with, inside the trades and counties we agree on at the start, with the owner or whoever decides on the call. If one no-shows, I replace it inside the same month. We look at the floor again at 90 days against what actually happened, in both directions.

I'm guaranteeing the meetings, not the revenue. Whether a meeting turns into a client is you in the room, and from what you told me that's the part you're good at.

Next steps

What happens after this call, in order.

What I need from you

In the order they change the numbers above.