I'm getting paid $999 to audit boomer businesses with AI (steal my template)

Grab the exact template I use to deliver the $999 AI audits here (free): https://corey-ganim.kit.com/fd0829de10

The actual AI tools assessment template we deliver to clients after a $999 audit. Nine slides built in Claude Design, walked through one by one. The effort versus impact matrix, the tool stack, the four-day quick wins plan, and the financial impact slide that shows monthly ROI in dollars. Plus how to upsell clients into bigger projects and the free template file so you can duplicate it today.

Join our AI Operator Academy Community where we help entrepreneurs start and scale a profitable AI services business: https://www.skool.com/aioperatoracademy/about

Timestamps

00:00 – Intro: The real AI tools assessment template
00:30 – Building the template in Claude Design and why we canceled Gamma
01:00 – How to auto-fill the template by dropping in a client transcript
01:30 – Slide 1: Title slide and the tweaks menu in Claude Design
02:00 – Slide 2: Executive summary with primary pain point and outcome
02:24 – The three levers of ROI: Effectiveness, efficiency, and quality
02:50 – Slide 3: The effort versus impact matrix
03:30 – Quick wins, fill-ins, major projects, and what to ignore
04:44 – Slide 4: Quick wins summary with pain point to tool mapping
05:30 – Slide 5: The full tool stack with cost, setup time, and time saved
06:30 – Slide 6: The four-day quick wins plan
07:02 – Why the four-day plan prevents implementation paralysis
07:30 – Slide 7: What comes after quick wins and the major projects upsell
08:30 – How to tee up the upsell on the review call
09:00 – Slide 8: Financial impact and the monthly net ROI calculation
09:20 – The ROI formula: Weekly Hours Returned × Hourly Rate − Tool Cost
10:30 – Slide 9: Next steps and the review call booking
11:00 – Three questions that close 50 percent of upsells on the review call
11:43 – How to duplicate the template in Claude Design using the HTML file
12:30 – Sixty seconds to a fully imported template

Key Points

• Drag and drop a client transcript into Claude Design and it auto-fills the entire template.
• Effort vs impact matrix sorts everything into quick wins, fill-ins, ignore, and major projects. Quick wins are the report. Major projects are the upsell.
• Four-day quick wins plan prevents paralysis. Four things in four days captures 50%+ of the value.
• ROI formula: (weekly hours × hourly rate × 4) minus monthly tool cost. A typical result is $1,950/month from a $999 assessment.
• Three questions on the review call close over 50% into bigger engagements.

Sections

THE TEMPLATE – Nine slides in Claude Design. Auto-fills from a transcript. Title, executive summary, matrix, tool stack, quick wins plan, major projects, financial impact, next steps.
THE UPSELL – Major projects quadrant tees up custom builds. Three questions on the review call convert half of clients.
THE MATH – Weekly hours returned times hourly rate minus tool cost. Makes the ROI undeniable on paper.
Links Mentioned: Claude Design: https://claude.ai SanBox: https://www.sanebox.com Fathom: https://fathom.video

FIND ME ON SOCIAL
X/Twitter: https://x.com/coreyganim
Instagram: https://www.instagram.com/coreyganim/
LinkedIn: https://www.linkedin.com/in/coreyganim/