Episode
How I Fulfill $999 AI Assessments (step by step)
- Podcast
- Build With AI
- Published
- Sep 8, 2026
- Duration seconds
- 559
- Processing state
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- https://share.transistor.fm/s/1e02b0c2
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Summary
Join AI Operator Academy: https://www.skool.com/aioperatoracademy/about Get the Free AI Audit Template: https://audittemplate.ai/ In this solo training, I walk through my exact end-to-end workflow for fulfilling a real $999 AI assessment, from pasting in a Fathom call transcript to handing a client a polished, ready-to-present report. I show how I run Claude's AI Tools Assessment skill on the transcript, then drop the output into Claude Design to auto-fill the assessment template with recommended tools, a four-day quick win plan, and full ROI numbers. By the end, you'll have the exact plug-and-play process to run this for your own clients in minutes. Timestamps: 00:00 - Intro: The Assessment Workflow Question 00:28 - Installing The AI Tools Assessment Skill 00:57 - Running It On A Fathom Transcript 01:24 - The Two Outputs: JSON And DOCX 01:40 - Opening A Real Client Assessment 01:58 - Reviewing The Recommended Solutions 02:46 - Finding Alternative Tools If Needed 03:31 - Importing The Blank Template Into Claude Design 04:19 - Auto-Filling The Template From The DOCX 04:58 - Reviewing The Completed Report 05:34 - Effort Vs Impact Matrix And Quick Wins 06:01 - Recommended Solutions Filled In Perfectly 06:21 - The Four-Day Quick Win Plan 06:41 - Financial Impact And ROI Calculation 07:06 - Next Steps And Scheduling The Review Call 07:50 - Exporting As PowerPoint Or PDF 08:04 - Wrap-Up: Full Workflow Recap 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