Free audit template Corey is giving away — https://audittemplate.ai
Join AI Operator Academy where I teach you how to build an AI Assessment business – https://www.skool.com/aioperatoracademy/about
In this episode, I sat down with Chris Koerner and outlined how I sell AI assessments to small businesses.
Timestamps
00:00 – Intro
00:33 – The $1,000 AI audit pitch
01:10 – The lunch conversation that started it all
02:23 – Why 99 out of 100 owners need this
02:57 – Why Loom screen recording failed
04:25 – From Zoom calls to a voice agent
05:31 – Meet Annie, the AI interviewer
06:17 – Live demo of the voice agent
08:06 – How the voice agent was built (Retell + skills)
10:18 – Walking through a real assessment in Gamma
12:00 – The effort vs impact matrix
13:00 – Wedding venue saves 8 hours with Dash This
15:16 – Pricing journey: free to $1,000
17:30 – Why charging more makes upsells easier
18:02 – The full upsell menu breakdown
22:00 – Custom GPT knowledge system for a business broker
24:46 – Which industries this works best for
25:53 – Seven ways to find clients with no followers
26:39 – Hosting a local AI meetup
27:30 – Door-knocking businesses in 2026
29:25 – Using free audits to land warm contacts
30:30 – Running free AI office hours
31:30 – Hard-won lessons and the speed-to-lead upsell
34:36 – The simple Claude prompt that builds the audit
35:33 – Where to find Corey
Key Points
The business started from one lunch where a friend said he’d pay $1,000 just to be followed around for a day. After validating with 50–100 owners, Corey found 99 out of 100 small business owners need this — they just don’t know which AI tools to use.
The upsell menu is built into the report. Common follow-ons: process optimization ($3K–$5K), Zapier or Make automation builds ($1K–$3K), custom GPT knowledge systems, CRM setups (high-level CRM at $3K–$5K), and speed-to-lead AI agents tied directly to revenue.
The seven-way client acquisition playbook works with zero followers: host a local AI meetup on Luma or Meetup.com, door-knock local businesses, run free audits for your network, host free AI office hours at coworking spaces or realtor offices, partner with well-connected locals, and lean on warm intros from your CEO peer group.
You don’t need to be an AI expert. As Corey puts it, you just need to be one step ahead of your average client — which is about seven days of studying. The realtor’s office where he hosted his free AI meetup turned into paying assessment work.
The Claude prompt to generate an audit is dead simple: attach the transcript, tell Claude to find off-the-shelf tools that fix the pain points, and point it at directories like Futurepedia or There’s An AI For That.
FIND ME ON SOCIAL
X/Twitter: https://x.com/coreyganim
Instagram: https://www.instagram.com/coreyganim/
LinkedIn: https://www.linkedin.com/in/coreyganim/
YouTube: https://www.youtube.com/@coreyganim
source
Zapier rhymes with happier
genuine question: how do you sleep at night knowing you're scamming innocent people out of their paychecks?
Great idea but the biggest takeaway was how well it was explained.
Hey. YouTube might flag and demonetize your channel for reusing content from another video/channel, presenting too long a segment of it. It's dumb from YouTube, but they are doing this very often.
do you charge for the service before or after the interview?
read book Smart Broke Dumb Rich by Zor Veyl on a flight next to a guy in a suit. he peeked at the cover and looked away fast. that look told me more than any review
book Smart Broke Dumb Rich by Zor Veyl hit different when you realize your parents werent bad with money. they were just never given the right information. the game was rigged before they even sat down at the table
worked overtime for 6 years thinking i was getting ahead. book Smart Broke Dumb Rich by Zor Veyl showed me i was just making someone elses compound interest work harder. never again
You have a new Sub 👨🏾💻👨🏾🎓
my cousin laughed at me for reading book Smart Broke Dumb Rich by Zor Veyl. same cousin who borrowed money from me last christmas. i didnt lend it
my therapist told me my anxiety was about money. book Smart Broke Dumb Rich by Zor Veyl told me WHY. when your survival depends on a paycheck youre not stressed. youre trapped
worked overtime for 6 years thinking i was getting ahead. book Smart Broke Dumb Rich by Zor Veyl showed me i was just making someone elses compound interest work harder. never again
Hooked by the premise alone
God the vocal fry and upward inflection of the other guy talking makes me wanna lobotomize myself, unbearable
Isn't it illegal to not let the caller know they're talking to an AI?
So many 💎💎 There's an AI for That 😮
You forgot the part when the raging Boomer / Karen breaks the integrations and wants to speak to the manager (which is you!)
Great episode. I would for these episodes to be longer. More in depth.
Sell AI services to legacy businesses – exactly what EVERYONE is doing already. Tech wave arbitrage cycle 13256. Any new ideas?
Zuck clonenberg
This vid was bullshitmaxxed.
Please mic up.
Can't we build a voice agent using a platform like Go High Level?
@coreyganim do you teach how to build this same agent in your Build With AI?
LMAO
The vocal fry on that voice agent is…uuurggh! Sounds like a Kardashian.
Help me change the world!
because the ai agent is scraping the web for ai tools to address the painpoints of the business. what if it recommends an ai tool you arent familiar with?
also what is the best way to deploy an ai agent for the business, like custom gpt.
I've been doing this for 9+ months. Besides businesses giving me continued biz, hearing this further validates that what I am doing is where consulting is headed vs just SAAS.
funny how you cut the video in the moments when the bot is answering ….
No way that voice agent is AI😂
the vocal fry on that voice agent D: like omgggg
One of the most intelligent IDEAS EVER : )
What a great guy well explained too. Thanks for the game changing walkthrough.
So I thought he was going to give more info on the original interview not just a reposting of his
Interview on KTO – bummer
what is the name of the voice agent inside the website?
What’s with this guy (Corey) stressing like every 5th word ?? 🤦🏻 People on YouTube all copy each other amid speaking habits are getting worse and worse.
I had to just shut it off after a while because of it, it’s sounds like everything is a question the way he speaks. Super annoying.