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AI Assessment Consulting Playbook

A six-step framework for selling AI workflow audits to small businesses

From the Xiry library · Updated 11 October 2026

This framework outlines how to package, sell, and deliver AI consulting audits to small business owners. It uses call transcription, LLM-based tool matching, and automated presentation builders to deliver actionable recommendations without custom coding. The model serves as both a standalone paid deliverable and an entry point for ongoing implementation work.

The framework

Playbook for making money with AI assessments:

1. Offer AI Assessments for small business owners

2. 'Interview' them for 45 minutes on Zoom to identify their biggest bottlenecks

3. Use Fathom to record the call

4. Feed the transcript to an LLM asking it to find off-the-shelf AI tools that can solve the business owner's pain points

5. Use Gamma to turn the output into a polished report

6. Schedule a 30-min Review Call with the business owner to break down the report and upsell them on implementation

Charges $999 per assessment, completed 10+ assessments in 2 months. Average ROI for the business owner is 6+ hours per week returned for ~$40/month in tool costs.

Also references a quoted idea from Sahil Bloom: a $100k/month side hustle as a Personal AI Tutor for executives and entrepreneurs who need to learn AI but won't buy generic online courses. 1-2 hours/week sessions + recorded video modules, 5-10 clients per month at $5-10k/month each, generate leads via X content, case studies, a free 30-min kickoff session or free monthly webinar to upsell into live tutoring.

What it's for

  • Package and sell an entry-level AI consulting service to small businesses
  • Identify operational bottlenecks and match them with off-the-shelf software tools
  • Upsell initial audit clients into higher-ticket AI implementation retainers

Key points

  • 45-minute structured discovery interview to map business workflows and bottlenecks
  • Call recording and automated transcription workflow using Fathom
  • LLM prompt strategy to match identified pain points with existing AI software
  • Automated slide and report generation using Gamma
  • 30-minute client review session structure designed for upselling implementation
  • Suggested packaging and pricing benchmarks ($999 upfront assessment)

Pricing

Free

Details

Type
Framework
Category
Business & Money
Topic
Consulting Playbooks
Open source
No
Platforms
Web
For
Freelancers, agency owners, and consultants starting an AI advisory practice
Tags
ai consulting, playbook, freelancing, small business, workflow automation

Why it was saved

  • @coreyganim, 18 February 2026: It lays out a specific, actionable 6-step process with pricing and realistic ROI expectations for building a consulting business around implementing off-the-shelf AI tools.

Related

Updated