The exact end-to-end system I use to run a full AI Concierge engagement with less than five minutes of admin work outside the calls themselves.

💡 What this is: The complete playbook behind the AI Concierge offer. Seven steps from landing the client to earning the renewal, including the intake form that doubles as an audit, the Notion Hub that proves your ROI, and the Claude skills that automate every post-call task. Build this yourself and you have a productized service you can sell for thousands a month.

🔗 Want it handed to you in a box? AOA members get the full template: the Jotform, the Notion Hub, the Cowork onboarding plugin, and every Claude skill I use to run this. Join AI Operator Academy.

✅ What you'll have when you're done

• A repeatable offer you can sell off the back of an AI assessment
• An intake form that arrives at call one already acting as a mini audit
• A Notion Hub that quantifies every win and earns the renewal for you
• A post-call workflow that drafts the recap email and updates Notion in under five minutes
• A clean two-call-a-month cadence clients happily pay a retainer for

🛠️ What you need before you start

• [ ] A way to collect payment (I use Stripe invoices)
• [ ] A form builder (I use Jotform)
• [ ] Notion for the client hub
• [ ] Claude with Cowork for the actual build work
• [ ] An async voice tool (I use Voxer)
• [ ] An AI notetaker (I use Fathom)

The offer in one line

You run a $999 AI assessment, then upsell the client into a monthly AI Concierge retainer. The assessment surfaces the opportunities. The retainer is where you actually fix and automate their business, two calls at a time.