How to Get AI Agency Clients With One Simple Service (Step-by-Step)

What if your agency clients never missed another customer call even after hours, during lunch breaks, or when the office is closed? No more lost leads, no more lost revenue, just a system that automatically answers, qualifies, and logs every inbound call 24/7. And here's the thing, it's already working. The opportunity is wide open and almost no one is using it yet. I've been in the agency space for over a decade now and I don't say this lightly. This is one of the highest value, lowest effort services I've ever seen. But, there's one setup mistake that can make the whole thing backfire. I'll show you how to avoid it. This isn't some overhyped future of marketing pitch. This is real, it's simple, and you can deploy it in under 5 minutes. So, let's dive in. All right, so here we are inside of the Miro board of truth and justice, sort of our uh our internal document. Originally, this this uh this training this presentation was made for uh clients and students inside the Agency Accelerator, but I thought it was really important to share this with you as well because I think that there's a lot of talk that people come out with about game-changing technologies and revolutionary new features and services. And most of the time, it's complete hype and BS and nonsense. And uh and we could very well just live without ever hearing about this. This is not one of those things. This is one of those things that um after having been involved in the agency space for over a decade now, I can confidently say is going to change the game not only for businesses that are adopting this technology, but more importantly, for you as a current or aspiring agency owner who's going to be able to be the provider of this service to businesses because the potential revenue generation and revenue recapture really here is um is frankly just off the charts. But, we have some work to do. So, let's dive in. First of all, AI employees, what is this stuff? What is What are we talking about? Well, what this is here is we're going to call it an AI employee cuz AI agents have um a couple different meanings. You're going to see some of these terms used synonymously and um interchangeably, but regardless, what this is going to do primarily is answer calls that come into your client's business or your business. You're more than welcome to use this for yourself. And what it's going to do is act as a backup if someone is unable to answer the phone. We're going to talk about just how incredibly important that is, way underrated uh as a service to make sure that we're not missing out on those potential leads and calls and sales. So, this is where the AI employee kind of steps in. And it does such a better job than just sending them to voicemail. It's like, "Hey, leave a voicemail. Sorry, we missed your call." Which sometimes works if someone's really interested and really desperate, but more often than not, they just kind of move down the chain and go to the next business. But, we're going to talk about that in a second. Also, as you can see over here on the right side, this um the search term for AI employees has been steadily steadily growing and kind of taking off in the last year or so. More and more businesses are becoming aware of this and um still, yet, not enough marketers are really adopting this technology, which means that you will have a significant first mover advantage by starting to familiarize yourself with this, starting to put this into some of your packaging and some of your offers. There's just um there's a lot of money to be made with it. So, that's an AI employee in a nutshell. Starting your agency should feel just like this. One move sets everything in motion, but most people, they're stuck trying to build momentum with missing pieces and no system. I've been using HighLevel to run the back end of three different seven-figure agencies. The software is great, but software alone doesn't get results. Systems do. That's why when you start your free trial through my link, I'm giving you my entire system for free. $10,000 plus worth of assets including the exact scripts I used to close clients, templates that took me years to build, and the exact frameworks behind every campaign that's actually worked. This is the operational playbook from $3 million agencies sitting inside your dashboard, ready to use. 30 days to try it, no risk, cancel anytime, and you keep the bonuses either way. Links below, everything you need to start is inside. Next, how does it work? Well, let's look at this side here first, then we can get into some of the specifics and details later. Essentially, a customer calls a business, right? They call the business, they're going through whether they're looking for a plumber, a roofer, whatever it is. If that business has no AI employee, which is standard with like 99.9% of businesses out there, the lead is lost. Very rarely does a customer hang around or wait or leave a voicemail and um and hope that somebody calls them back. They almost basically never go to the contact form and fill out a form. What they do is they, for example, put in like roofing companies Denver. You could put in plumbing Las Vegas or landscaping Vancouver. Doesn't matter. What they do is they call the first business. If they don't answer, they call the second one. If they don't answer, they call the third. And they just keep going through the list. That's it. Which means you've got one opportunity to capture this lead. So do your clients. If you don't capture it, it's gone. They're going on to the competitors. So, what we do instead is we do integrate an AI employee. We capture the lead. We get their name, their phone, their email. We're able to ask a question about the um the issue that they're having, the the thing that they want more clarification about, and then we're able to follow up with that because it creates a prospect inside of our CRM, inside of your client's CRM so that we're actually able to get that lead. So, essentially, a call comes into a subaccount. We use HighLevel for this. I'll make sure to put all of the relevant links uh at the bottom. Um the AI agent answers the call. In fact, I've got one set up right now. I'm going to walk you through an example uh as soon as we get to that phase, show you what it actually looks like. Then we're going to delete it and I'm going to rebuild it from scratch, and it's going to take all of about 45 seconds to do. We collect all the info, then we get this detailed summary added to the contact record so that we can actually follow up on all of the leads. And again, incredibly powerful. So, who is this for? Now, if you've been following me for any length of time, you know that I'm a huge fan on having your niche, focusing, being specific. This is one of those services though um it really is kind of for any business that takes phone calls. Now, if you're running an agency, clearly you want to stay focused on your niche first because you're going to be able to present this as an ideal solution to a very specific pain and problem they have, make it more relevant, make it more appealing, make it more irresistible to them. But, if you're just getting started and you've yet to pick a niche, we've got a lot of different opportunities here to go from. Really what we're looking for though are not just businesses that take phone calls, but businesses that primarily take phone calls. Should put that in there. Primar- and we should spell it right. Primar- primarily. Primarily takes phone calls. Any business that primarily So, basically, their phone is the main thing that they're collecting leads from. People don't often email them, they're not sending them DMs on social media. It's predominantly phone calls, which you're going to find is the vast majority of local service-based business anyways. So, home services and contractors, this is huge. Think plumbers, roofers, any kind of contractor, builders, repairs. Uh medical and dental practices, what you're going to find is most of these businesses already have some kind of telephone automation in place. Press one for reception. Press two for this. Press this for that. Whatever it is. Uh but, there is going to be a gap there because they will ask you to leave a voicemail rather than interacting with you directly. So, there is still an opportunity there. Real estate agencies and realtors in particular, incredibly valuable. Very easy sell cuz if they miss a phone call, they just see like a missed call. Some of them will call back, but if you're able to collect the leads' contact information, their name, their phone number, the reason they're calling, what they're hoping to do, you can personalize the greeting. So, it's like, "Hey, this is Adam's real estate. Um are you looking to buy or sell? Just let me know and I'll give you a call back and we'll go through all that in a second." Legal firms, same thing. Auto repair shops, fitness studios, gyms, restaurant catering, vet clinics, salons, property management, appliance repair. I really like this one for the record. Uh event planning, catering, health care practices, optometry, dentistry, retail stores. People that take phone calls. If they're missing these calls, again, back up here, with no AI employee in place, we lose the lead, they go to the next person in the list, and that customer is essentially lost forever. Which is madness. All right, so how do we set it up? This is going to look a little more complicated. I just realized this. I'm looking at all this fine print. I put this here so that I could copy and paste it and you'd have easy access to it because I have taken the original um beta launched version of the AI employee, and then I tweaked it a little bit for my specific needs and for the needs of my clients and students. I'm going to make sure that I get you access to this either in a link below or I'll copy paste it somehow. There will be some way for you to get this. Really though, incredibly simple. We use HighLevel to do this. Again, I'm going to make sure to put a link down in the description so you can access to an extended free trial as well as all this stuff. But, there's three steps: agent details, agent goals, and phone details. So, first things first, let's walk over here and I want to show you this one that I built out um just a minute or two ago, essentially. You see right over there. Uh and we're going to run through it and give it a test. And I'm going to hope that the microphone picks up on the phone as I call the number cuz I want you to hear exactly what it does and how crazy accurate it is, even with my weird spelling last name of Earhart, which if you were to pronounce it as it's spelled, it'd be like Earhart. But, we're going to see what they can do. So, we're going to call, I'll put it on speaker. We're going to hope for the best. Hey, you have Agency Accelerator. How can I help you today? Hi, yeah, I'm just uh calling cuz I've got some questions about the program and what kind of support is provided with it. Got it. A team member will reach out to you with all the details. Can I get your name, please? Yeah, my name is Adam Earhart. Just to make sure I've got it right. Your name is A D A M E R H A R S H. Is that correct? Nope, last name is E R H A R T. Thanks for clarifying. So, your name is A D A M E R H A R T. Is that right? Yes, it is. Great, Adam. What's the best phone number to reach you at? Uh let's go with 855-651-5508. Just to make sure I've got it right. The best phone number to reach you at is 855-651-5508. Is that correct? correct. Perfect. Can you tell me a bit more about the questions or issues you're facing with the program? Yeah, really I'm just trying to figure out like how I'm going to get questions answered, what kind of coaching and support there is, are there weekly or monthly calls, daily calls, like what's what's involved? Got it. Our team will reach out to you with all the details about the coaching and support options, including call schedules. Thanks for reaching out, Adam. We'll get back to you soon. Have a great day. Awesome, thank you. And that's it. And then what ends up happening is that information gets added to a contact automatically inside of the HighLevel CRM. So we're able to see who called, when they called, what the transcript was. You can even verify it just to make sure that things didn't get a little weird or wonky with some of the translations. But like shocking. And if you've ever called any of the automated robot style AI stuff before, what you've probably noticed is that when you give them your name, like Adam Erhart, and they read it back, they often read it back painfully slow. Like just to confirm, it's A D A, and you're just you're come on, hurry up. What I found here is that the way that it's been developed, the way it's been programmed, it's really fast and incredibly effective. So let's take a look at this one. I'm going to delete this one now and um we're going to make a new one. So delete my agent 820. Very original name. Feel free to name it whatever you like. All right, so here we are. We're inside of AI agents. This is a beta release of it. I've got early access to it. It should be rolling out shortly. So again, I'll make sure to put links down below where you're going to be able to um to get first access to it. Make sure you're signed up to get all that. We're going to hit create AI agent. We're going to name it my agent 866. Good enough for me. We've got a number of different voices to choose from. Now, here's some fun facts. My strong recommendation is that we choose a female voice instead of a male voice. The reason is and and a lot of this comes from experience back in the aviation world when I used to be a pilot, there we had to study this stuff called human resource management and human fact human factors, why we do the things that we do. And what the researchers found was that not just men, but also women were more likely to listen and engage and follow the orders of a female voice than they were a male voice. Also, it tended to be more clear, um viewed as more intelligent, more articulate, and so on. So I pretty much always use a female voice. But you can try different kinds like you can test this one. The eye sees only what the mind is prepared to comprehend. We've got, but I'm going to go with Samantha here still cuz that's the one that we used right away. We've got the business name. You can put in whatever one you want. Then you have this initial message here. Hey, you've reached Agency Accelerator. How can I help you today? Again, we can put this and adapt it and modify it for whatever kind of business that you're building this thing out for. So very very cool. Next. We'll hit next. Here's where we get to choose what kind of information we want to collect from the lead. Name, we can say email, we can get their phone number, we could get the contact's issue, which I want. Now, what you may remember is just a couple minutes ago when I called that, they asked me for my phone number and not my email. And this is because I strongly recommend that we collect phone numbers when someone phones in. Very very important is that when someone's making a phone call to a business, they've just identified their preferred communication channel by actually using that communication channel. And we want to interact and engage with our clients, with our prospects, with everyone on their preferred channels. So if they're phoning, we want to phone them back. We don't want to email them. We don't want to send them a DM. We can do that as like a backup, but primarily we want to do that. But you don't see that option here. So I'm going to show you again, that's what all of this fancy pants stuff here is. Is all the code to basically re code's not the right word. The prompt to switch it over. So we're going to go switch to advanced mode. And you're going to see here, these are the prompts that are in there by default. And they're really good. They're just not what we need. So you can see all of that. That sets What I want to do though is I want to come over here and actually is it under phone details? No, that's there. We're good there. I want to come over here and copy all of this. So we'll just do that. We'll come back over here and we'll paste. So now what you can see is that I'm collecting name, phone, and the issue. And then what I've done is I've added this out so that we've actually got it spelled out correctly with the phone number. So it's not going to read like instead of 123456, it wouldn't read like 123-456-7899, which would be completely confusing for a phone number. So all you've got to do is copy and paste that in there. You of course you can feel free to tweak that even more. Um update contact field. What I do here is put phone. And then I will use either uh other or any other kind of field that you want to put it in and this would be phone number of caller. And now what's going to happen is it's going to add this automatically to their contact details. That's it there. We're cruising right along. We'll hit next. We'll pick a phone number. We'll pick any of the ones that we've got. We'll use the one here. We'll hit save. And wait for it. We're done. Now we have a brand new AI employee. Completely uh completely like we did before. Exactly like that example was. Absolutely incredible. So copy and paste that. I'll again I'll make sure to put that in there and now you're done. So next question, what should you charge? How valuable is this? Three tiers. Two tiers. Three tiers. What should you charge? Um you've got a ton of different options here. The first of which is that you can offer it as 100 bucks a month for a standalone access to the service. As you can see, that took me all of I don't know, 45 seconds because maybe maybe 2 minutes cuz I was explaining the process as you go. But once you have that information, especially if you have that prompt, you can just tweak it and customize it, get whatever information you want, copy, paste, and you've set up a brand new AI agent like that. Uh so 100 bucks a month, sign up a ton of different clients, easy way to make some passive income. My preference though, and where the real money is made, is step number two. We include it as part of a larger package. This means that we can give them access to an AI employee, but we can also give them missed call text back. We can also give them customer reactivation campaigns. We can also give them uh Google business profile optimization. In other words, local SEO. Build them citations, optimize the profile, add the right images, make sure that all of that's good. We can build them websites with a click of a button. I've got videos on that on the channel as well. We can create AI chat widgets so that not only now are we giving someone an AI employee that is going to respond to a missed call, but we can also put a chat widget right on their website, which gives us even more opportunities to answer questions, engage the lead. And if you remember like I said earlier, we want to stick in the communication path that the client that the customer is communicating with. So if they start a chat with a widget, we can follow up with a chat on the widget. If they call us, we can respond with a call. And we can do this automatically. The third [snorts] option is you can give it away for free. What? What madness? What are you talking about free? Well, we use it as a gateway to a larger package. Essentially, this is going to cost us very minimal. In fact, we could charge them basically just our costs of it, get them to use it, get them to fall in love with it, and then we can stay in touch with them. We know that they're an ideal prospect. They've started to invest money in their marketing and now we've established that relationship, which is going to lead to more trust and more authority. And you can bet your pants that when they want to upgrade or find something else, they're going to be coming to you. But again, this is my preference here. And then you're able to work with their budget. Again, the beauty of these things, missed call text back, reactivation, GBP optimization, web design, all of these are services that we can deploy directly inside of HighLevel as well, which means if they have a $2,000 a month budget, your profit margins are 99%. You can keep 1,900 and some odd dollars of that. On the other hand, if they have a $2,000 budget and you're running something like Facebook ads or Google ads, well now we have to take a portion of your profit and give it to the actual advertising platforms, which is why I love ads. I think they're phenomenal, but my preference is we would start with these, maximize all of these opportunities because they're going to get results, you're going to keep higher profit margins. All right, what can we do with this thing in the future as it continues to be adapted and evolved and as it rolls out? Um well, obviously we know that we can choose different voices. My recommendation again, we stick with a female voice. We can have this act as a backup um instead of having to constantly go for the calls. The other thing that we can do is that when you're selling this to a potential business owner, my recommendation is that you pitch it as an after hours service more than you do as a missed call opportunity. And the reason for that is twofold. The first of which is that the business owner probably thinks they don't miss any calls. They're wrong, but that's what they think. And we're not there to argue with them. Uh the second is is that we don't want to push that on them and then start offending them being like, "You're missing all these calls and you're losing all this money." That's just typically not a very good angle to take. Much better off to say, "Hey, we have this thing that's going to allow you to capture all of these calls after hours. And in the off chance off chance that you miss a call while you're here cuz you're busy or serving someone else, it's going to take care of that for you automatically." All right, other things. We can trigger a workflow during the call. We can end the call, transfer the call, send an SMS. There's so many things that we can do based on someone doing that. We can have it immediately reach out to leads on the team. We can send them follow-ups. We can add them to different workflows. All of this can be done automatically. All right. What do we do next? Couple things. Uh first of all, you're going to want to make sure that you are signed up for HighLevel in order to get this as soon as it gets dropped. I've got a link here that's going to give you an extended free trial to 30 days. So, aera.co/highlevel. Again, I'll put the link down in the description below. The other thing is you do want to make sure that you are on my email newsletter uh because I'm going to be keeping you up to date and informed on all of the developments on this. Again, I think it's just probably one of the coolest and um and certainly most powerful marketing tools that I've seen in a long time. You can sign up there. You also get a free cheat sheet. So, it's uh it's win-win. And if you don't like it, you can unsubscribe, too. So, nothing to lose. Uh and with that said, well, feel free to take a look at those now. I'll make sure to link up a video somewhere around here for you to check out next. And otherwise, um I'll catch you in the next one.