A free guide by Mariah Brunner ↗ INSTAGRAM ↗ TIKTOK
Service Playbook

10 AI Services
Businesses Will Pay
You $5K+ For

SMBs want AI but don't know where to start. You build them a system. You charge $5-25K. They pay because you save them more than that. Each service below has the exact pricing, target buyer, pitch script, deliverable list, and 30/60/90 day path to your first client.

Real Talk on Income

Beginners hit $1-3K/mo in the first 6 months as they learn the pitch. Skilled operators run $3-8K/mo with 2-4 clients. Top productized agencies clear $10-25K+/mo. The number isn't talent — it's picking ONE service, productizing it, and running 30 outreach DMs a week until you land your first paying client.

Each service below has 8 sections: what it is, who pays, real pricing, deliverables, tools, the pitch script, the 30/60/90 day path, and pitfalls. Scroll the boxes — they're packed with the exact playbook.

The One Rule

Pick ONE service. Don't offer 5. The whole point of productizing is the same service for 10 clients in a row — that's how margins explode and your week gets predictable. Add a second service only AFTER service one has 3-5 paying customers.

Service 1 Custom Claude Skill for HR Teams
$8-15K per build+ $1-3K/mo retainer2-3 weeks delivery

Build a custom Claude skill that handles 80% of HR FAQ tickets — PTO, onboarding, policy questions, benefits enrollment. HR teams currently lose 10-15 hours/week answering the same 50 questions. You make those hours disappear.

Service 1 — Custom HR Skill: Full Playbook
WHO PAYS - HR Directors at 50-500 person companies - People Ops leads at fast-growing startups - Office managers at 20-50 person teams who own HR by default - Outsourced HR firms looking to differentiate REAL PRICING - Build: $8-15K (varies by complexity + integration depth) - Maintenance retainer: $1-3K/mo (quarterly updates, new policies, edge case handling) - 12-month value to client: typically $20-50K in HR time saved WHAT YOU DELIVER (SOW) 1. Discovery: 1-hour interview with HR lead + collection of policy docs, employee handbook, benefits PDFs, top 50 FAQ list (with current answers) 2. Custom Claude Project with all docs loaded + custom instructions for tone, escalation rules, when NOT to answer 3. Test bank: 30+ test queries against the skill with expected outputs 4. Deployment guide: how to share the Project with HR team (Pro/Max plan), how to invoke it, how to flag bad answers 5. 30-day post-launch tuning based on real usage 6. Quarterly content refresh as policies change TOOLS YOU NEED - Claude Pro/Max - Loom for client deliverables - A simple proposal template - A document intake form (Google Form, Notion, Tally) 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: tech startups, professional services, or e-commerce companies (50-500 employees) - Build a portfolio version using a friend's company or a public company's published handbook - Document the build process in a Loom + write a 1-page case study - Outreach: 30 LinkedIn DMs/week to HR Directors in your niche Days 30-60: - Land first paid client at $8K - Deliver in 2-3 weeks. Document everything. - Convert client to $1.5K/mo retainer - Use case study in next 50 outreach messages Days 60-90: - 2-3 active projects + 1 retainer = $15-30K/mo - Productize: "HR Skill Sprint — $10K, 3 weeks, deliverables locked" THE PITCH (LinkedIn DM) "Hi [Name] — I build custom AI assistants for HR teams that answer the top 50 employee questions automatically (PTO, benefits, policy). Most HR teams I work with save 10+ hrs/week. I'd love to share a 5-min Loom of how this works for [their company size] companies. Want me to send it over?" PITFALLS TO AVOID - Don't promise "AI replaces HR." Position as "AI handles tier-1 tickets so HR can focus on the hard stuff." - Don't take "we want AI but don't know what" clients. Lead with the SPECIFIC outcome (FAQ deflection). - Always include a feedback / escalation flow. The skill should know when NOT to answer and route to a human. - Be careful with sensitive HR topics (harassment, discrimination, terminations). The skill should ALWAYS escalate these.
Service 2 Sales Email Drafting Automation
$5K setup+ $2K/mo retainer2 weeks delivery

Build a personalized cold email + follow-up system that researches prospects and drafts emails in the rep's voice. Sales orgs pay because their reps stop spending 4 hours/day writing emails — and reply rates go up.

Service 2 — Sales Email Automation: Full Playbook
WHO PAYS - Sales managers at SaaS companies (20-200 employees) - Founder-led B2B startups doing outbound - Sales agencies running campaigns for clients - Solo SDRs / AEs investing in their own tools REAL PRICING - Setup: $5K (build + 2-week implementation) - Retainer: $2K/mo (ongoing optimization, new templates, performance review) - Per-rep pricing if multi-rep: $1K/rep/mo WHAT YOU DELIVER 1. ICP research workflow: a Claude Project that takes a LinkedIn URL or company name and outputs a research brief 2. Email template library: 5-7 cold email templates by use case (cold intro, warm intro, re-engagement, post-event, post-content) 3. Personalization engine: a Project that takes the prospect research + a template + the rep's voice samples and produces a personalized email 4. Follow-up sequencer: 3-5 step follow-up logic with timing 5. Voice training: rep-specific Project loaded with their past 20 best emails 6. Performance dashboard: simple tracking template (open rates, reply rates, meetings booked) 7. Training: 2-hour session on how to use it day-to-day TOOLS YOU NEED - Claude Pro/Max - Claude Connectors (Gmail integration) - Optional: Apollo, Clay, or similar for prospect data - Loom for training videos 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: B2B SaaS, agencies, or consultants - Build the system for yourself or a friend selling B2B - Run it for 2 weeks — track replies + meetings booked - Document results: "From 3% to 12% reply rate in 2 weeks" - Outreach: 50 LinkedIn DMs/week to sales managers in niche Days 30-60: - Land first client at $5K - Deliver, train, document - Get a 30-day reply-rate uplift case study - Goal: 2 clients = $10K + 2 retainers = $4K/mo Days 60-90: - 4-5 retainers = $8-10K/mo recurring + new builds - Productize: "Sales Outreach Sprint — $5K, 2 weeks, ready to send" - Start packaging as a multi-rep deal at $1K/rep/mo for teams of 5+ THE PITCH (LinkedIn DM to Sales Manager) "Hi [Name] — I build personalized AI outreach systems for sales teams. Reps stop spending 4 hours/day writing emails — and reply rates typically go up 3-5x. Want me to send a 5-min Loom showing how it works for [their type of sale]? I think it could save your team a meaningful chunk of every rep's week." PITFALLS TO AVOID - Don't promise "AI replaces SDRs." Position as "AI 5x's your reps' output, you still need closers." - Always train on the REP'S voice, not a generic "professional" one. Bad voice match = bad output. - Build in a "human review" step before send. Reps shouldn't auto-send AI emails — they should review and personalize the final 10%. - Avoid sketchy spam-y plays. Personalization at scale only works if it's actually personalized.
Service 3 Internal AI Training Programs
$3-10K per sessionHigh-ticket low-volumeZero ongoing work

Half-day or full-day workshops teaching company teams to actually use AI. The L&D budget is already approved. They just need a vendor — you.

Service 3 — AI Training Workshops: Full Playbook
WHO PAYS - HR / L&D directors at mid-size companies (50-500 employees) - Heads of operations or COOs at growing companies - Department heads (sales, marketing, ops) wanting their team AI-literate - Mid-sized law firms, accounting firms, agencies, real estate brokerages REAL PRICING - Half-day workshop (3 hours): $3-5K - Full-day workshop (6 hours): $5-10K - Multi-day series (3 sessions over 6 weeks): $10-20K - Per-attendee pricing for big audiences: $200-400/person, 25+ attendees WHAT YOU DELIVER 1. Pre-workshop survey: collect attendee roles, current AI usage, biggest pains 2. Custom slide deck: 30-50 slides, branded for the client, role-relevant examples 3. Live session: demos (live, not screenshots), 3-5 hands-on exercises, Q&A 4. Take-home cheat sheet: 10-15 prompts customized to their industry 5. Recording + slide deck for post-session reference 6. 30-day Slack channel or email thread for follow-up questions 7. Optional: 2-hour follow-up office hours 30 days later ($1-2K add-on) TOOLS YOU NEED - A polished, reusable core deck (build once, customize per client) - Zoom or in-person setup - Live AI demo accounts (Claude, ChatGPT, Gemini) - LinkedIn presence with workshop credibility - Simple landing page with the offer + a video sample 30 / 60 / 90 DAY PATH Days 1-30: - Build the core 3-hour workshop deck: "AI for [Specific Role]" or "AI for [Specific Industry]" - Required: live demos, hands-on exercises, takeaway sheet, follow-up resources - Run it FREE for ONE company (a friend's company, your past employer) to get a testimonial + case study - Build a simple landing page with the offer Days 30-60: - LinkedIn outreach: 30 DMs/week to HR/L&D leaders + department heads - Post on LinkedIn 2-3x/week with specific AI use cases for your target audience - Speak at 1 free event (chamber of commerce, industry meetup) for visibility - Land first paid workshop at $3-5K Days 60-90: - Deliver paid workshop. Document everything. Get video testimonials. - Pitch the next 5 prospects with the case study + testimonials attached - Goal: 1-2 paid workshops/month = $5-15K/mo - Build a "follow-up engagement" upsell ($2K/mo for 3 months of post-training office hours) THE PITCH (LinkedIn DM to HR Director) "Hi [Name] — I run AI literacy workshops for [their industry]. Most companies I work with have a 'we should be using AI' goal but no one to teach the team how. My half-day session is $X — we cover what your specific team would actually use AI for, with real demos and hands-on practice. Want me to send the syllabus + a 5-min sample?" PITFALLS TO AVOID - Don't be too generic. "AI Workshop" is hard to sell. "AI for Sales Teams: 90 Minutes That Save 5 Hours/Week" is easy. - Don't underprice. $1,500 reads as freelancer. $5,000 reads as real corporate training. - Don't skip the follow-up. 1-time checks are fine. Retainers are better. Always pitch a 3-month follow-up. - Don't use slide decks alone. Live demos > pre-recorded. Hands-on > lecture.
Service 4 Sales Prospect Research System
$5-8K setup+ $1.5-3K/mo1-2 weeks

Pre-call briefs auto-delivered to every sales rep before every meeting. Reps walk in knowing the prospect's company, recent moves, decision-makers, and likely objections. Sales teams pay for the time savings alone — but they keep paying because conversion goes up.

Service 4 — Sales Prospect Research System: Full Playbook
WHO PAYS - Sales VPs at B2B SaaS companies - Heads of business development at agencies - Account-based sales teams (especially enterprise) - Founder-led sales orgs where founders are doing the calls REAL PRICING - Setup: $5-8K (custom workflow + integration with their CRM) - Retainer: $1.5-3K/mo (ongoing optimization + new prospect data sources) - ROI for client: a single closed deal worth $50K+ pays back the entire annual investment WHAT YOU DELIVER 1. Custom Claude workflow that takes a calendar event or prospect name and outputs a 1-page brief 2. Brief template: who they are, company news (last 60 days), strategic priorities, likely pain points, decision-maker map, one smart question to ask, 3 likely objections 3. Calendar integration: brief lands in rep's inbox or Slack 30 min before each call 4. Connector setup: web search, LinkedIn (where allowed), the company's CRM 5. Rep training: 1-hour onboarding video + ongoing Q&A 6. Quarterly performance review: which briefs led to closed deals, what to refine TOOLS YOU NEED - Claude Pro/Max - Claude Connectors (Calendar, optionally Salesforce/HubSpot) - Web search enabled - Loom for training videos - Optional: scraping tools or APIs for company data (Apollo, Clay, ZoomInfo) 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: SaaS sales teams, agencies, or B2B services - Build the system using yourself (or a friend in sales) as the test rep - Run it for 2 weeks. Track: time saved per call + brief quality (rate by rep on a 1-5 scale) - Document results in a 1-page case study Days 30-60: - Land first client at $5K + $1.5K/mo retainer - Deliver in 2 weeks. Train the team in a 1-hour Zoom. - Goal: 1 setup + 1 retainer = $5K + $1.5K/mo Days 60-90: - 3-4 active retainers + 1 new build/month = $10-15K/mo - Productize: "Sales Prep Sprint — $6K, 1 week, briefs flowing by Friday" - Start pitching multi-rep teams at $500-1K/rep/mo THE PITCH (LinkedIn DM to Sales VP) "Hi [Name] — I build automated pre-call briefs for sales teams. Your reps walk into every meeting with a 1-pager on the prospect: company news, decision-maker map, likely objections. Saves them ~2 hrs/day they're currently spending on prep. Want me to send a sample brief format and a 5-min Loom of how it works?" PITFALLS TO AVOID - Don't promise "AI replaces SDRs." It augments them. - Don't generate generic briefs. Each one should pull SPECIFIC, RECENT info on that prospect — or you'll lose trust fast. - Always include a "human review" step. Briefs that have factual errors are worse than no brief at all. - Be careful with data sources. LinkedIn scraping is gray-area. Use only what's openly accessible or what the client has paid licenses for.
Service 5 Customer Support AI for Shopify Stores
$5K setup+ $500-1.5K/mo2 weeks

Build a custom Claude-powered support assistant for Shopify stores that handles the top 50 customer questions automatically. eCom owners pay because they reclaim 10+ hrs/week and ticket volume drops 60-80%.

Service 5 — Shopify Support AI: Full Playbook
WHO PAYS - Shopify store owners doing $500K-$10M/year (big enough to have ticket pain, small enough to not have a support team) - DTC brands hiring their first VA / customer success - Shopify agencies offering this as an upsell - Founder-led eCom businesses where the owner is still answering tickets at 11pm REAL PRICING - Setup: $5K (build + integration + training) - Retainer: $500-1.5K/mo (content updates as products / policies change) - ROI for client: 10-20 hrs/week of owner/team time recovered. At $50/hr, $2-4K/mo in time savings. WHAT YOU DELIVER 1. Custom Claude Project loaded with: product catalog, shipping policies, return policy, FAQs, brand voice samples, top 50 historical tickets + ideal responses 2. Brand voice training: matches the store's existing customer service tone 3. Escalation rules: when to defer to a human (refunds, complaints, complex issues) 4. Integration: shows up where customers ask — Instagram DMs (via ManyChat), website chat (via Tidio or similar), email autoresponder for the first reply 5. Performance tracking: % of tickets resolved without escalation, response time, customer satisfaction 6. Monthly content update: as products / policies change, update the Project 7. Training video for the store team TOOLS YOU NEED - Claude Pro/Max - Claude Gmail Connector (or integration with their support tool) - Optional: ManyChat, Tidio, Gorgias for chat surface - Loom for training videos 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: skincare, apparel, supplements, home goods, pet products (specific = trust) - Find a friendly Shopify owner doing $1-5M/year. Build for them free in exchange for a case study + testimonial - Run it 30 days. Track: tickets deflected, time saved, customer feedback - Document everything in a 2-page case study Days 30-60: - Outreach: 50 DMs/week to Shopify owners in your niche on LinkedIn + Instagram - Use the case study as your lead magnet - Land first paid client at $5K - Convert to $750/mo retainer Days 60-90: - 2-3 active retainers + 1 new build/month = $8-15K/mo - Productize: "Support AI Sprint — $5K, 2 weeks, deflecting tickets by week 3" - Build referral system: every happy client gets asked for 1-2 introductions THE PITCH (Instagram DM to Shopify Owner) "Hi [Name] — love what you're doing with [product]. Quick question: how much time is your team (or you?) spending on customer support tickets right now? I build custom AI assistants for Shopify stores like yours that handle the top 50 customer questions automatically — usually deflects 60-80% of tickets. Want me to send a 5-min Loom of how it works for [niche]?" PITFALLS TO AVOID - ALWAYS escalate refund requests, complaints, and angry customers to a human. Never let AI handle these. - Train the AI in the store's actual brand voice, not generic "thanks for reaching out!" - Build in customer feedback loops — if a customer rates the AI response 1-3 stars, escalate immediately. - Don't promise 100% deflection. 60-80% is realistic and still huge.
Service 6 Document Review AI for Law Firms
$10-20K setup$2-5K/mo retainer3-4 weeks

First-pass contract analysis for small + mid-size law firms. Lawyers pay premium because every hour saved on doc review is an hour they can bill. The use is recurring, the revenue is sticky.

Service 6 — Law Firm Document Review: Full Playbook
WHO PAYS - Solo or 2-10 attorney boutique firms (especially in business law, real estate, employment) - Mid-size law firms (10-50 attorneys) wanting to free up associate time - Corporate legal departments at companies under 500 employees - Legal services companies (legal ops outsourcers) REAL PRICING - Setup: $10-20K (depends on contract complexity + integrations) - Retainer: $2-5K/mo (ongoing model tuning, new contract types, regulatory updates) - ROI for client: senior associates billed at $300-500/hr. Saving 5 hrs/week per associate = $75-125K/year per attorney. WHAT YOU DELIVER 1. Custom Claude Project trained on the firm's contract template library + their preferred review framework 2. First-pass review automation: takes any contract and outputs a structured review with key terms, deadlines, auto-renewals, liability caps, unusual provisions 3. Risk flagging: surfaces clauses that deviate from the firm's standard or industry norms 4. Comparison engine: paste a draft + the firm's preferred template, get a redline analysis 5. Plain-English summary: a 1-pager attorneys can send to clients 6. Privacy + compliance: deployed within the firm's secure setup; no client data leaves their environment 7. Training for paralegals + associates: 2-hour session 8. Monthly model tuning based on attorney feedback TOOLS YOU NEED - Claude Pro/Max (Enterprise plan if firm requires it) - Strong understanding of contract review basics (study a few sample contracts before pitching) - Secure file handling protocols - Compliance/security documentation for the firm's review 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: real estate transactions, employment contracts, vendor agreements, NDAs - Partner with a friendly lawyer (or paid consultant) to validate your output quality - Build a portfolio review on 5 sample contracts (publicly available templates) - Document quality: side-by-side comparison of your AI review vs. a senior associate's review Days 30-60: - Outreach: 30 LinkedIn DMs/week to managing partners or operations directors at boutique firms - Speak at 1 local bar association event for credibility - Land first paid setup at $10-15K - Deliver in 3-4 weeks. Get attorney testimonial. Days 60-90: - 1-2 active engagements + 2 retainers = $20-30K/mo - Productize: "Contract Review AI Sprint — $12K, 3 weeks, deployed by week 4" - Start pitching 10+ attorney firms at the higher end ($20-30K) THE PITCH (LinkedIn DM to Managing Partner) "Hi [Name] — I build first-pass document review AI for boutique firms. Saves your associates 5+ hours/week per attorney on routine review — that time becomes billable hours. The setup is private to your firm (no data leaves your environment) and trained on your specific contract templates. Want me to send a 5-min Loom of how it works on a [contract type]?" PITFALLS TO AVOID - NEVER position this as "AI replaces lawyers." Always: "First-pass review by AI, final judgment by attorney." - Privacy is non-negotiable. Document your security stance clearly. If the firm requires Enterprise plans, factor that into pricing. - Don't take generalist contract review. Specialize in 1-2 contract types. Quality of output depends on training depth. - Always include a manual review step. The AI's job is to FLAG issues, not to make final calls.
Service 7 Onboarding AI for New Hires
$8-15K setup$1-2K/mo2-3 weeks

Day 1-30 onboarding questions answered automatically. New hires stop interrupting the team. HR and ops teams love it because the same 30 questions get answered without anyone losing 20 minutes each time.

Service 7 — Onboarding AI: Full Playbook
WHO PAYS - People Ops / HR teams at fast-growing companies (20-200 employees, hiring 2+ people/month) - VP of Operations at mid-size companies - Heads of Engineering / R&D at tech companies onboarding many engineers - Companies with high turnover (call centers, agencies, retail HQ) REAL PRICING - Setup: $8-15K - Retainer: $1-2K/mo (content updates as the company changes) - Per-hire pricing option: $200/new hire onboarded for 30 days (great for high-volume hiring) - ROI for client: every new hire ramping faster = real revenue. Plus 5+ hrs/week recovered from existing team. WHAT YOU DELIVER 1. Custom Claude Project loaded with: org chart, glossary of internal terms, tool access guides, key processes, day-1/week-1/month-1 checklists, top 30 FAQs 2. New hire access: each new hire gets onboarded into the Project on day 1 3. "Who do I ask for X" routing: when a question needs a human, the AI surfaces the right person 4. Manager dashboard: each new hire's questions logged so managers can see common confusion points 5. Content refresh: monthly updates as the company changes 6. Integration: lives in Slack, Teams, or via a simple internal portal 7. Training session for People Ops + hiring managers TOOLS YOU NEED - Claude Pro/Max - Slack or Teams (for embedded chat) - Document intake process (how the company shares onboarding docs with you) - Loom for training 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: tech startups, agencies, professional services, retail HQ - Build a portfolio version using a friendly company (50-100 employees) - Document the impact: time saved by managers, onboarding satisfaction scores - Outreach: 30 LinkedIn DMs/week to People Ops leads + COOs Days 30-60: - Land first paid client at $10K - Deliver in 3 weeks. Document. Get testimonial. - Convert to $1.5K/mo retainer - Goal: $11.5K + $1.5K/mo recurring Days 60-90: - 2-3 active builds + 2-3 retainers = $15-25K/mo - Productize: "Onboarding AI Sprint — $10K, 3 weeks, deployed for the next new hire" - Build a referral system with HR community groups THE PITCH (LinkedIn DM to People Ops Lead) "Hi [Name] — I build onboarding AI for fast-growing companies. New hires get day 1-30 questions answered automatically, your team gets 5+ hours/week back from answering 'where do I find...' questions for the 50th time. Want me to send a 5-min Loom of how it works for [their company size]?" PITFALLS TO AVOID - Always have a "talk to a human" path. Some onboarding moments need a manager. - Update content monthly. Outdated onboarding info is worse than none. - Don't try to replace the human onboarding moments (1:1s, coffee chats, manager intros). AI handles the FAQ; humans handle the relationships. - Be careful with sensitive topics (compensation questions, conflict, performance issues). ESCALATE.
Service 8 Meeting Brief Automation for Execs
$8-15K setup$2-4K/mo retainer2 weeks

Pre-meeting prep automatically delivered to every C-suite calendar. The kind of premium service execs are willing to pay $200-500/month per person for — because their time is the company's most expensive resource.

Service 8 — Exec Meeting Briefs: Full Playbook
WHO PAYS - C-suite executives at mid-size companies (CEO, CRO, CMO, COO) - Founder-led companies where the founder lives in back-to-back meetings - Executive Assistants buying tooling on behalf of their execs - Boards / investor relations teams at PE-backed companies REAL PRICING - Setup: $8-15K (custom workflow per exec) - Retainer: $2-4K/mo (per exec, ongoing optimization) - Multi-exec engagements: $1.5-2.5K/exec/mo for teams of 5+ execs - ROI for client: exec time is worth $500-1,000/hr. Save 1 hour/day = $130-260K/year per exec. WHAT YOU DELIVER 1. Custom Claude workflow per exec, scheduled to run nightly (or 30 min before each meeting) 2. Brief format tailored to their style: some execs want bullets, some want narrative, some want only the asks 3. Calendar + connector integration (Gmail, LinkedIn, web search) 4. Brief delivery: lands in their inbox, Slack DM, or a Notion page they review with morning coffee 5. Daily debrief: optional end-of-day summary of what was decided across their meetings 6. EA-friendly: built so their EA can edit / customize / forward briefs 7. Quarterly review: track which briefs landed, which didn't, refine TOOLS YOU NEED - Claude Pro/Max - Claude Connectors (Calendar, Gmail, web search) - Optional: Apollo or LinkedIn data for attendee research - Strong communication skills (you'll be working directly with execs) 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: SaaS CEOs, agency owners, founders, or sector specialists (e.g., healthcare execs) - Build a portfolio version for ONE friendly exec (your former boss, a friend's CEO) - Run it for 2 weeks. Get qualitative feedback. Refine. - Outreach: 20 LinkedIn DMs/week to your specific exec niche + their EAs Days 30-60: - Land first paid client at $10K - Deliver. Train. Tune for 30 days. - Convert to $2.5K/mo retainer - Goal: $12.5K + $2.5K/mo recurring Days 60-90: - 3-5 retainers at $2-3K/mo each = $8-15K/mo recurring + 1-2 new builds/month - Productize: "Exec Brief Sprint — $10K, 2 weeks, briefs flowing the next Monday" - Pitch board chairs / PE firms for multi-exec engagements THE PITCH (LinkedIn DM to CEO or EA) "Hi [Name] — I build automated pre-meeting briefs for execs. Your inbox gets a 1-pager on every important meeting the night before: who you're meeting, what they care about, the one question to ask, the 3 likely objections. Most execs save 5+ hrs/week on meeting prep alone. Want me to send a 5-min sample brief from a real meeting?" PITFALLS TO AVOID - NEVER fabricate facts about people. Web search and link sources. Better to say "couldn't find recent news on X" than to invent it. - Brief tone needs to match the exec. Some want it terse. Some want context. Listen during onboarding. - This is a HIGH-TRUST service. Every error damages credibility. Build in a 24-hour QA review for the first 30 days. - Always include a "skip" option for routine internal meetings. Briefs should be high-signal, not noise.
Service 9 Custom Project Setup for Executives
$5-10K per build$500-1.5K/mo maintenance1 week delivery

A 1-on-1 build of a personalized AI assistant for a single executive. Trained on their voice, their priorities, their projects. The exec uses it daily. The most replicable, sticky, premium service on this list.

Service 9 — Custom Exec Project: Full Playbook
WHO PAYS - Senior executives (VP+) at companies with 100+ employees - Founders + CEOs of growing companies - Partners at consulting firms, law firms, agencies - High-performers with personal AI budgets ($5-15K/year discretionary) REAL PRICING - Build: $5-10K (depends on depth of customization + voice training + integrations) - Maintenance retainer: $500-1.5K/mo (monthly tune-ups, new contexts, voice refinement) - High-end variant: $15-25K builds with deep enterprise integration WHAT YOU DELIVER 1. Discovery: 90-min interview to understand the exec's role, priorities, communication style, decision frameworks, key relationships 2. Voice training: load 20+ samples of their writing (emails, memos, deck speaker notes, LinkedIn posts) 3. Custom Claude Project with: - Their priorities + KPIs - Their company's strategy + competitive landscape - Their key relationships + organizational context - Custom modes for their most common tasks (drafting board memos, prepping 1:1s, summarizing reports, brainstorming) 4. Connectors: Gmail, Calendar, Drive (so the assistant can pull context) 5. Training: 2-hour onboarding video for the exec + their EA 6. 30-day post-launch tuning based on actual usage 7. Monthly maintenance: refresh context as priorities shift TOOLS YOU NEED - Claude Pro/Max - Claude Connectors (Gmail, Calendar, Drive) - Loom for training - Strong interviewing / executive communication skills 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: CEOs of B2B SaaS, partners at PE firms, founders in specific verticals - Build for ONE friendly exec for free in exchange for testimonial + case study - Document the voice training process specifically — this is your biggest differentiator - Outreach: 30 LinkedIn DMs/week to execs in your niche Days 30-60: - Land first paid client at $7-10K - Deliver in 1 week. Tune for 30 days. Get video testimonial. - Convert to $1K/mo retainer - Goal: $7-10K + $1K/mo recurring Days 60-90: - 4-5 retainers at $1K/mo + 1-2 builds/month = $10-20K/mo - Productize: "Executive AI Sprint — $7,500, 1 week, deployed by Friday" - Build a referral pipeline with EAs and chiefs of staff THE PITCH (LinkedIn DM to Exec) "Hi [Name] — I build personalized AI assistants for executives. Yours would be trained on your voice, your priorities, your relationships — so it can draft your emails, prep your meetings, summarize your reports in YOUR style. The build is $X, takes a week, and most execs save 5+ hours a week within the first 30 days. Want me to send a 5-min Loom showing what one looks like for a [their kind of role]?" PITFALLS TO AVOID - The voice match is everything. If the AI sounds generic, the exec stops using it within a week. Spend real time on voice training. - Be honest about limits. The AI won't replace their judgment — it accelerates the work around it. - For sensitive contexts (board memos, comp decisions, sensitive HR), the AI should ALWAYS hand off to the human. - Build a clear handoff process for when the exec hires an EA or moves orgs — the Project should be portable.
Service 10 Internal Knowledge Base + AI Search
$10-20K setup$2-5K/mo retainer3-4 weeks

A company wiki that actually answers questions. Most internal docs are dead. Yours is alive — AI surfaces the right info from the right place every time. SMBs pay $10-20K to set up because the alternative is spending 30 minutes searching for things every day across the whole team.

Service 10 — Internal Knowledge Base + AI Search: Full Playbook
WHO PAYS - COOs / Heads of Operations at mid-size companies (50-300 employees) - Founder-led companies where institutional knowledge lives in the founder's head - Companies with high turnover where onboarding is constantly re-explaining things - Distributed teams (remote / async) needing better self-service answers REAL PRICING - Setup: $10-20K (depends on document volume + integration depth) - Retainer: $2-5K/mo (monthly content updates, new docs, model tuning) - Enterprise variant: $25-50K setup for 500+ employee companies with regulated content - ROI for client: every employee saves ~30 min/day on "where do I find X" = huge across a team WHAT YOU DELIVER 1. Audit: catalog of the client's existing docs (Notion, Confluence, Drive, Slack, etc.) 2. Cleanup recommendation: which docs to keep, kill, merge, or rewrite 3. Custom Claude Project loaded with the cleaned, organized doc set 4. Search interface: lives in Slack, Teams, or a simple internal portal 5. Smart routing: when a question needs a human (or a doc doesn't exist yet), it surfaces who to ask 6. Content gap detection: monthly report of questions employees asked that the KB couldn't answer (so you know what to write next) 7. Training session for all employees on how to use it 8. Monthly maintenance: ingest new docs, update old ones, review accuracy TOOLS YOU NEED - Claude Pro/Max (Enterprise plan if data sensitivity is high) - Slack or Teams integration knowledge - Project management for the doc audit phase - Loom for training 30 / 60 / 90 DAY PATH Days 1-30: - Pick a niche: tech startups, agencies, professional services, healthcare admin - Build for ONE friendly company (50-100 employees) free or steeply discounted in exchange for case study - Document the audit process — this is your highest-leverage IP - Outreach: 20 LinkedIn DMs/week to COOs + Heads of Ops in your niche Days 30-60: - Land first paid client at $12-15K - Deliver in 4 weeks. Heavy training week. Get team-wide testimonial. - Convert to $3K/mo retainer - Goal: $12-15K + $3K/mo recurring Days 60-90: - 2-3 active builds + 2-3 retainers = $20-35K/mo - Productize: "Knowledge Base AI Sprint — $12K, 4 weeks, live for the team by week 5" - Pitch into HR communities + Ops leader networks THE PITCH (LinkedIn DM to COO) "Hi [Name] — I build internal AI search for mid-size companies. Employees stop asking 'where do I find X' because the AI knows. Your team gets ~30 min/day back per person, and the company stops re-explaining the same processes to every new hire. Want me to send a 5-min Loom showing how it works for a [their company size + type]?" PITFALLS TO AVOID - Don't skip the doc audit. Garbage in = garbage out. If their docs are a mess, you fix them BEFORE training the AI on them. - Always have a "this isn't in the KB" path. The AI should NEVER guess or fabricate when the answer isn't documented. - Get IT / security alignment up front for any company over 100 employees. Privacy + data handling is a deal-breaker if missed. - Don't promise the AI knows everything. Set expectations: "It knows what's in our docs. It surfaces who to ask when it doesn't."
Strategy How To Stack Your Services

Pick one to start. Layer the next as a natural upsell to existing clients.

HR-focused stack: Service 1 (HR FAQ Skill) → Service 7 (Onboarding AI) → Service 3 (AI Training Workshops). Same buyer at the same company. Same relationship deepens.

Sales-focused stack: Service 2 (Sales Email Automation) → Service 4 (Sales Prospect Research) → Service 8 (Exec Brief for the Sales VP). Same org. Sticky.

Exec-focused stack: Service 9 (Custom Exec Project) → Service 8 (Meeting Briefs). Sell to one exec, then the rest of the C-suite over 6 months.

SMB-wide stack: Service 10 (Internal KB) → Service 7 (Onboarding) → Service 1 (HR FAQ). One audit unlocks three engagements.

Next Pick One. Land Your First Client This Month.

If you're starting from zero, pick a service where you have access to a niche: who do you already know? What companies will take a discovery call with you because you have a relationship?

If you have NO niche access, start with Service 3 (AI Training Workshops). It's the most generalist offer + the easiest to pitch into HR/L&D budgets that already exist.

If you want the highest-margin path: Service 9 (Custom Exec Project). The shortest delivery cycle, the most premium positioning, and the most stable retainer revenue once you have 4-5 execs.

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