AI Agency Client Delivery
End-to-end framework for delivering AI automation solutions that function as "AI employees that think and act" rather than basic automation.
Delivery Workflow Overview
Discovery → Architecture → Proposal → Implementation → Handoff
↓ ↓ ↓ ↓ ↓
StoryBrand GHL + Voice Pricing & Build & Training &
Messaging AI Design Timeline Test Support
Phase 1: Discovery
Goal: Extract the information needed to build a compelling automation solution.
Discovery Call Framework
Business Context (5 min)
- What does your business do? Who do you serve?
- What's your current monthly revenue / deal size / customer volume?
- What are you trying to achieve in the next 12 months?
Pain Point Extraction (10 min)
- Walk me through what happens when a new lead comes in today
- Where do leads fall through the cracks?
- What tasks eat up the most time for you or your team?
- What would you do with 10 extra hours per week?
StoryBrand Elements (10 min)
- Who is your ideal customer and what do they want?
- What's the problem that stops them from getting it? (External/Internal/Philosophical)
- What happens if they don't solve this problem? (Stakes)
- What does success look like for them? (Transformation)
Tech & Integration Assessment (5 min)
- What CRM/tools do you currently use?
- Do you have a Google Business Profile? Website?
- What's your current lead response time?
- Are you running any paid advertising?
Discovery Output
After discovery, produce:
- One-liner: [Character] + [Problem] + [Solution] + [Result]
- Pain point summary: Top 3 problems automation can solve
- Current state map: Lead flow, response times, drop-off points
- Opportunity assessment: Hours saved, leads recovered, revenue impact
Phase 2: Architecture Design
Goal: Design an automation system that delivers measurable value.
Core Components Assessment
Evaluate need for each component:
| Component | Indicators | Typical Setup |
|---|---|---|
| GHL CRM | No CRM or fragmented tools | Pipeline, contacts, calendar |
| Voice AI | High call volume, missed calls, after-hours inquiries | Retell AI with GHL integration |
| Workflow Automation | Repetitive tasks, manual follow-ups | Make.com/n8n scenarios |
| Lead Capture | No forms, poor website conversion | GHL forms, chat widget |
| Review Generation | <4.5 stars, few reviews | Automated review request sequences |
| Appointment Booking | Phone tag, no online booking | GHL calendar + confirmation flows |
Architecture Patterns by Industry
Service Businesses (Restoration, Cleaning, HVAC)
Inbound Call → Voice AI Qualification → GHL Pipeline
↓
Lead Scoring → Hot leads: Instant text + calendar link
→ Warm leads: Nurture sequence
→ Cold leads: Long-term drip
Med Spas & Wellness
Website/Social → Lead Capture Form → GHL Pipeline
↓
Automated Consultation Booking → Confirmation + Prep Sequence
↓
Post-Visit → Review Request → Rebooking Sequence
Integration Requirements Checklist
- GHL sub-account setup
- Domain/email configuration
- Phone number provisioning
- Calendar sync (Google/Outlook)
- Payment processor (if needed)
- Voice AI provisioning (Retell/Eleven Labs)
- Website embed codes
- Third-party tool connections (Make.com webhooks)
Phase 3: Proposal & Pricing
Goal: Present a clear, compelling offer with appropriate pricing.
Pricing Framework
Starter Tier ($2,000/month)
- GHL CRM setup + 1 pipeline
- Basic automation (lead capture → follow-up sequence)
- Review generation workflow
- Monthly optimization call
Growth Tier ($3,500/month)
- Everything in Starter +
- Voice AI receptionist (Retell)
- Advanced lead scoring + routing
- Multi-channel follow-up sequences
- Bi-weekly optimization calls
Enterprise Tier ($5,000+/month)
- Everything in Growth +
- Custom workflow automation (Make.com/n8n)
- Multiple pipelines / service lines
- Advanced reporting dashboard
- Dedicated Slack channel support
Setup Fees
| Complexity | Setup Fee | Timeline |
|---|---|---|
| Basic (CRM + sequences) | $1,500-2,500 | 2-3 weeks |
| Standard (+ Voice AI) | $3,000-5,000 | 4-6 weeks |
| Complex (+ custom workflows) | $5,000-10,000 | 6-10 weeks |
ROI Projection Template
Current State:
- Leads/month: [X]
- Close rate: [Y%]
- Average deal value: $[Z]
- Current monthly revenue: $[A]
With Automation:
- Lead response time: `<5 min` (vs current [B] hours)
- Expected close rate improvement: +10-20%
- Recovered leads/month: [estimate]
- Additional monthly revenue: $[projection]
ROI: Pays for itself when you close [N] additional deals
Phase 4: Implementation
Goal: Build, test, and deploy the system with minimal client friction.
Implementation Sequence
Week 1: Foundation
- GHL sub-account provisioned
- Domain + email configured
- Phone numbers active
- Calendar connected
Week 2: Core Workflows
- Pipeline stages defined
- Lead capture forms built
- Initial automation sequences active
- Basic notifications configured
Week 3: Advanced Features
- Voice AI trained and tested
- Lead scoring rules implemented
- Third-party integrations connected
- Reporting dashboard configured
Week 4: Testing & Training
- End-to-end testing (every trigger path)
- Client walkthrough and training
- Documentation delivered
- Go-live checklist completed
Testing Protocol
Test every path:
- Submit test lead through each capture point
- Verify pipeline movement and automations fire
- Test voice AI with multiple scenarios
- Confirm notifications reach correct recipients
- Validate calendar bookings work
- Check edge cases (after-hours, holidays, duplicates)
Phase 5: Handoff & Ongoing
Goal: Ensure client success and long-term retention.
Handoff Deliverables
- System documentation: Workflows, triggers, and how to modify
- Training video: Loom walkthrough of daily operations
- Quick reference card: Key actions and where to find them
- Support protocol: How to request changes, escalation path
Monthly Optimization Cadence
- Review key metrics (leads, response time, close rate)
- Identify bottlenecks or drop-off points
- Implement improvements
- Report wins and ROI to client
Retention Signals
Green (Healthy): Regular system usage, asking about new features, referring other businesses
Yellow (At Risk): Decreased engagement, not responding to check-ins, complaints about results
Red (Churn Risk): No system activity, missed payments, asking about cancellation
Address yellow/red signals immediately with a value conversation.