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Ever wished you had some sort of list or instructions on how to do everything required to go from Zero to Hero with your ConversationalAI Agency? I got you...
Install this FREE Airtable template into your FREE Airtable account and get access to all this:
🚀 The Chatmasters Playbook: Essential Tools for AI Agency Success
This includes the core tools needed to launch, grow, and scale a profitable Conversational AI agency—without overwhelm. If you want the fastest path to success, start with these:
🚀 The Fastest Path to a Profitable AI Agency
🎁 Offer Creation Tool
  • Craft irresistible chatbot service packages that are easy to sell.
  • Make AI solutions a "must-have" with strong value stacking.
  • Stand out from competitors with a high-value, high-ticket positioning.
🎯 Niche Selection Tool
  • Choose the most profitable industries for AI chatbot services.
  • Avoid oversaturated markets by positioning yourself uniquely.
  • Validate demand & tailor your chatbot offer to business pain points.
💰 Pricing & Revenue Maximization Calculator
  • Set the right pricing model for retainers, upsells, & add-ons.
  • Forecast revenue growth & optimize for long-term profitability.
  • Ensure your AI services generate predictable, high-margin income.
🔄 Funnel & Sales System Builder
  • Map out your chatbot sales funnel to convert leads effortlessly.
  • Leverage automation (emails, SMS, retargeting ads) to close deals.
  • Ensure leads move smoothly from cold outreach to a paid client.
🏗️ Chatbot Agency Scaling Roadmap
  • Step-by-step blueprint to grow from $0 to $50K/month.
  • Follow a proven sequence to systemize lead gen, sales, and fulfillment.
  • Avoid common pitfalls and focus on high-leverage actions.
📩 Cold Outreach System
  • Automate LinkedIn & email outreach to book sales calls.
  • Use AI-assisted scripts to start conversations & qualify leads.
  • **Convert cold leads into warm, high-value clients efficiently.
📚 Chatbot Demo & Case Study Library
  • Showcase chatbot success stories to boost credibility.
  • Use demo scripts & presentations to help prospects visualize AI’s value.
  • Build trust faster by proving AI's real-world business impact.
🎤 Sales Call & Closing Script Generator
  • Follow a structured process to confidently close high-ticket AI deals.
  • Handle objections easily ("Can AI really do this?") with proven responses.
  • Increase conversion rates on sales calls & demos with a clear offer.
📈 Client Retention & Scaling Playbook
  • Keep clients subscribed long-term with proactive AI optimizations.
  • Reduce churn & increase lifetime value with upsells & automations.
  • Turn happy clients into referrals & additional revenue streams.
📊 Chatbot KPI & Performance Tracker
  • Track chatbot engagement, lead conversions, & sales impact.
  • Ensure AI chatbots deliver measurable ROI to clients.
  • Optimize & refine AI responses based on performance insights.
🧘 Entrepreneur Wellness & Performance Tracker
  • Avoid burnout while scaling your AI agency.
  • Track fitness, mental clarity, productivity, & focus.
  • Stay balanced so your business doesn’t suffer from stress.
💡 If you want only the essentials to launch and grow your Conversational AI agency, these are the ones that matter most.
🚀 Skip the fluff. Focus on execution. Get clients. Scale fast.
💬 Which tool will you start with first?
Let's go!!!!!!!!
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Josh Rosenfeld
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💣 Big FREE Drop for YOU!
The Chatbot Challenge
skool.com/chatbot-challenge
🤖 Learn how to make powerful AI chatbots for voice, web, sms, FB, IG, and more using affordable tools anyone can master in less than 30 days...FREE!
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