Blueprint
The Paid AI Audit Blueprint
Section titled “The Paid AI Audit Blueprint”Positioning · Pricing · Sales Page · Delivery · Referral Engine
Section titled “Positioning · Pricing · Sales Page · Delivery · Referral Engine”Built for Dwad Lane — solo fractional CAIO, Claude-first stack. Synthesized from 3 research sweeps (market catalog, delivery/automation, sales/referral). All claims source-cited.
0. The thesis in one paragraph
Section titled “0. The thesis in one paragraph”The paid AI audit market has two clear tiers: a productized tier ($149–$5,000) run by solo/micro operators, and a premium/enterprise tier ($6,500–$60,000+) run by fractional-CAIO and boutique firms (catalog). Your sweet spot for a launch offering is $1,500–$5,000, which sits at the densest part of the market — exactly where buyers are already trained to pay. The audit is not the business; it is the foot-in-the-door for your fCAIO retainers (₱500k+ engagements). Liam Ottley’s public math says it plainly: “$5k chatbots → $60k audits → $250k+ dev deals” (Ottley/X). Price the audit to convert into retainers, not to maximize audit revenue.
1. POSITIONING
Section titled “1. POSITIONING”Pick one of four proven angles (the market shows these work)
Section titled “Pick one of four proven angles (the market shows these work)”| Angle | Who uses it | Best if you… |
|---|---|---|
| Time-savings / “selling clarity” | Return My Time (Corey Ganim, $999) (source) | Target time-strapped SMB owners |
| “Diagnosis before prescription” / ROI | Mert Yerlikaya ($1,500), Nate Herk ($500–$2,500) (source) | Want to convert 80%+ into 5-figure builds |
| Anti-hype truth-telling | howtheF.ai ($15–25K), Shodhan (£750) (source) | Are positioned against “AI transformation” fluff |
| Governance / “don’t fall behind” | ITECS ($6,500), Kriv AI | Sell to risk/compliance-minded leadership |
Recommended for you: Lead with “Diagnosis before prescription” + time-savings. It matches your existing fCAIO/LMS positioning (“clarity and control, avoid hype and operational bloat”) and naturally funnels into your retainer.
Your one-line positioning
Section titled “Your one-line positioning”“I give you a brutally honest, ROI-ranked map of where AI will actually save you money in 90 days — before you spend a peso on tools or a ‘transformation.’ You keep the roadmap whether we work together or not.”
Naming the offer
Section titled “Naming the offer”Strong, concrete names from the market: AI Opportunity Audit, AI Readiness Audit, AI Opportunity Scorecard, Workflow Intelligence Assessment. Recommend: “AI Opportunity Audit” (highest-scoring semantic: it promises money found, not just analysis). Pair it with a free lead-magnet called the “AI Readiness Score (0–100)” (see §5).
2. PRICING
Section titled “2. PRICING”Launch structure: 3 transparent tiers
Section titled “Launch structure: 3 transparent tiers”Model on Signal & Form (3 tiers, $1.5K/$2.5–4K/$4–5K+) and AI Automation Consultant (anchor £2,997 / “Total Value £8,500+”).
| Tier | Price | What they get | Who it’s for |
|---|---|---|---|
| Snapshot | $1,500 | Scorecard (7 dims, 0–100), top 5 quick wins ranked by impact/effort, 1-page roadmap, Loom walkthrough. 1 intake form, 1 interview. | “Test the water” / SMB owner |
| Opportunity Audit (anchor) | $3,000 | Everything in Snapshot + 15–20 scored opportunities w/ ROI, 30/60/90 roadmap, 2–3 interviews, live 60-min debrief. | The default — most buyers land here |
| Deep Dive | $5,000 | Everything above + full org audit, governance/security review, board-ready 1-pager, 5–6 interviews, exec debrief. | Leadership teams / pre-retainer |
Why transparent pricing wins: MLDeep ($15K fixed) and Signal & Form publish prices explicitly to pre-qualify budget and cut wasted calls (MLDeep). For a solo op, publishing a range signals confidence and filters tire-kickers.
The guarantee (this is the conversion lever)
Section titled “The guarantee (this is the conversion lever)”- Fee-credited-toward-implementation guarantee — “100% of the audit fee is credited against any build or retainer within 90 days.” This is the AI Automation Consultant and Shodhan model. It makes the audit feel free if they proceed — and most do.
- Conditional results guarantee — Ganim’s “≥5 hours/week saved or refund” (source). Hormozi: for high-ticket, prefer specific conditional guarantees over blanket money-back (Greg Faxon).
Scarcity (genuine for a solo)
Section titled “Scarcity (genuine for a solo)”“Only 4 audits per month” — howtheF.ai (“free if you proceed to build”) and AI Automation Consultant both gate volume. This is true for you, not manufactured — which is exactly why it converts.
The high-end ceiling (your graduation path)
Section titled “The high-end ceiling (your graduation path)”- $15K–$50K: Mark Kashef / Prompt Advisers — audits backends + all-employee workflows, data-readiness + compliance (profile).
- ~$60K: Liam Ottley / Morningside — 4 weeks, interviews 20–30 staff, board deck with ROI “money slide” (source).
- $30K–$41K: Open Empower enterprise — multi-BU, DORA/GDPR/EU AI Act roadmap (source).
- Big-Four benchmark: $150K–$500K+ (Cabin Consulting).
What justifies the jump from $3K → $30K: (1) stakeholder interview count (20–30 staff), (2) governance/compliance layers (GDPR/EU AI Act/NIST/SOC 2), (3) board-ready deliverable, (4) value-based pricing (% of identified savings). Climb these one at a time as you add case studies.
3. THE SALES PAGE
Section titled “3. THE SALES PAGE”Anatomy (high-ticket direct-response, proven)
Section titled “Anatomy (high-ticket direct-response, proven)”Based on Hormozi $100M Offers, Brunson value ladder, Copyhackers PAS:
- Hero — Specific outcome headline + quantified promise + subhead. e.g. “We’ll find you $50K+ in AI savings in 14 days — or you don’t pay.” Two CTAs: Book a free 15-min scoping call OR See pricing.
- Problem agitation (PAS) — “You’re being sold AI tools. Nobody told you whether your data, team, or processes are ready. You’ll waste $10K–$100K guessing.” (AI Automation Consultant)
- The mechanism — Your unique method: the 7-dimension AI Opportunity Scorecard + impact/effort matrix. Name it. This is your “grand slam offer” — so good they’d feel stupid saying no (Hormozi summary).
- Social proof — testimonials, the LMS case (your ₱500k engagement), rating badge (CHYRKOV uses a 5.0 badge).
- What you get (value stack) — itemize everything: scorecard, 15–20 ranked opportunities, 90-day roadmap, ROI projection, Loom walkthrough, debrief call. Anchor against a “Total Value: $8,500” then reveal your price.
- The 3 tiers — transparent pricing table (§2). Never discount the core — add bonuses (Greg Faxon).
- Guarantee — fee-credited-to-implementation.
- Scarcity — “Only 4 audits/month.”
- FAQ — handle: “How long?”, “Do I need to be technical?”, “What if you find nothing?”, “Is this a sales pitch?” (Signal & Form and FreeUp AI both use FAQ to pre-handle objections).
- CTA — two paths: free discovery call (qualification form) OR buy now.
Copy formula
Section titled “Copy formula”PAS for the page, Before–After–Bridge for the deliverable promise. Bridge line (borrow from Signal & Form): “a roadmap your team will open on Monday.”
The qualification gate
Section titled “The qualification gate”Take payment only “once confirmed as a good fit” — a short Typeform/ScoreApp intake before the checkout. This filters tire-kickers and raises perceived value (you’re selective) (AI Automation Consultant).
Best-in-class reference pages to model
Section titled “Best-in-class reference pages to model”- AI Automation Consultant — value stack, dual CTA, fee-credit guarantee. Best overall template.
- Signal & Form — clean 3-tier transparency.
- howtheF.ai — premium positioning, anti-hype.
- Shodhan Advisory — “no call required” self-serve premium.
4. DELIVERY (the part that makes clients share it)
Section titled “4. DELIVERY (the part that makes clients share it)”The 7-dimension scorecard (your audit backbone)
Section titled “The 7-dimension scorecard (your audit backbone)”Synthesized from Gartner, Microsoft RAI-MM, McKinsey, KPMG, and indie frameworks (full sources in delivery report):
- Strategy & Leadership (1.5× weight)
- Data Readiness
- Technology & Tooling
- Process & Automation Opportunities
- Talent & AI Literacy
- Governance, Security & Compliance
- Value / ROI (your “money dimension”)
Score each 1–5. Grade overall maturity by the two lowest dimensions (binding-constraint method) — produces honest, defensible roadmaps. This is the Thinking Company method and it’s the single smartest methodology choice you can make.
The 5 deliverable formats that impress (ship all of them)
Section titled “The 5 deliverable formats that impress (ship all of them)”- AI Readiness Score (0–100) + radar/spider chart across 7 dims — your headline shareable number (HubSpot Website Grader model).
- Opportunity heatmap — 15–20 use cases scored on impact × effort in a 2×2 (Prometheus live matrix).
- 30/60/90 roadmap tied to fixing the lowest dimensions first.
- ROI projection — hours saved × loaded cost + revenue lift, cumulative over 12–24 months (borrow Peppereffect’s “>150% ROI over 24 months” benchmark headline (source)).
- Loom walkthrough — 5–8 min personalized video; plan one key message, highlight cursor, end with CTA (best practices).
The automated production pipeline (your exact stack)
Section titled “The automated production pipeline (your exact stack)”Legend: [Auto] / [Semi] / [Manual]
| Step | What | Tools | Mode |
|---|---|---|---|
| 1 | Lead magnet — public “AI Readiness Score” scorecard | ScoreApp (or Fillout) on Framer site | Auto |
| 2 | Discovery call — booked off scorecard result | GHL calendar | Manual |
| 3 | Deep intake — 7-dim questionnaire + use-case inventory (impact/effort/data/owner/risk/TTV) | Fillout/Typeform → n8n → Supabase | Auto |
| 4 | Analysis — Claude Sonnet scores dims, ranks use cases, drafts ROI + roadmap; Haiku for cleanup; feed style-guide HTML | n8n + Claude (report-agent pattern) | Semi |
| 5 | Branded PDF | Carbone or Gotenberg self-hosted on Hostinger VPS (no per-render fees); or PDFMonkey/CraftMyPDF hosted | Auto |
| 6 | Interactive portal — radar, heatmap, roadmap live | Metabase on Supabase + Softr/Framer portal (Softr Notion portal) | Auto |
| 7 | Shareable score graphic (the viral asset) | Placid/Bannerbear | Auto |
| 8 | Presentation — debrief call + Loom walkthrough | Loom | Semi |
| 9 | Handoff + referral trigger | GHL delivers PDF + portal + Loom; nurture sequence; prompt share | Auto |
Automate: intake, scoring math, first-draft narrative, PDF/graphic render, dashboard refresh, delivery, nurture. Keep human: discovery + presentation calls, final judgment on scores/priorities, Loom narration — these carry trust and are hardest to fake.
Why this combination gets shared
Section titled “Why this combination gets shared”A single memorable number (0–100) + peer benchmark (“you scored 42 vs. industry avg 58”) + on-brand exportable graphic + low-friction access. That’s the exact formula that made HubSpot Website Grader viral (source) and it’s what ScoreApp is purpose-built for (how it works). Every share routes warm, pre-qualified leads back to your scorecard → your calendar.
5. THE REFERRAL / AFFILIATE ENGINE
Section titled “5. THE REFERRAL / AFFILIATE ENGINE”Commission structure (start here)
Section titled “Commission structure (start here)”- Flat $400 per referred buyer (≈13% of a $3K audit) — simpler to explain than %, which matters (Consulting Success).
- Or 15% of project revenue — within the 5–20% consulting norm (Consulting Success; ReferralHero).
- Escalate to 20–25% for agency/partner channels (the GrowSurf 15/25/30 tier model (template)).
- Crucial: pay on the retainer, not just the audit. A referred client who converts to a ₱500k fCAIO engagement at 15% = ₱75k commission. That’s what makes referrers motivated.
- Terms: earned on client payment, paid within 30 days, 12-month tail, non-circumvention, refund clawback. (Contractable)
Platform (cheapest paths for your stack)
Section titled “Platform (cheapest paths for your stack)”| Tool | Cost | Best for |
|---|---|---|
| GHL native Affiliate Manager | Already in your GHL | Start here — flat/%/tiered, auto-links, portal, pay-per-lead or per-sale (GHL) |
| Rewardful | $49/mo, 0% fee | If you move off GHL to Stripe (pricing) |
| Tolt | $69–199/mo + 2% auto-payout | Tiered commissions (pricing) |
| Reflio (self-host) | Free | Open-source, run on your VPS (GitHub) |
Dual-sided “give $400, get $400”
Section titled “Dual-sided “give $400, get $400””Classic high-conversion structure (Get The Referral) — the referred client gets $400 off their audit, the referrer gets $400 cash. Both sides win, both have reason to talk about it.
International payouts (you’re PH-based)
Section titled “International payouts (you’re PH-based)”Pay referrers via Wise — cheapest and preferred over PayPal for Filipinos (comparison). PayPal international receiving into PH triggers a 4% conversion fee + ₱50 under ₱7,000 (Wise PH). Stablecoins are a low-fee fallback where accepted.
Compliance
Section titled “Compliance”FTC requires affiliate disclosure to be “clear and conspicuous” / “unavoidable” for compensated endorsements (FTC 2023 Guides). Put a one-line disclosure on every affiliate’s link/landing page.
The shareable-deliverable-as-referral-engine
Section titled “The shareable-deliverable-as-referral-engine”This is the loop that makes the whole thing compound:
- Client gets audit → their AI Readiness Score (0–100) is a public, benchmarked number (AI Readiness Partner and Penpixel both do this).
- They post the branded score graphic to LinkedIn (“We scored 64/100 on AI readiness — here’s our roadmap”).
- Their network sees it, clicks, takes the free 7-minute scorecard (your ScoreApp lead magnet).
- Warm, pre-qualified leads book calls.
- Referral attribution tracks automatically via GHL/Rewardful.
- Anyone who refers gets paid.
6. YOUR 30-DAY LAUNCH SEQUENCE
Section titled “6. YOUR 30-DAY LAUNCH SEQUENCE”| Week | Action |
|---|---|
| Week 1 | Lock positioning + name (AI Opportunity Audit). Build the 7-dim scorecard in ScoreApp. Stand up the Framer sales page using the §3 anatomy (model AI Automation Consultant). |
| Week 2 | Build the n8n pipeline: ScoreApp → Supabase → Claude analysis → Carbone PDF → Placid graphic → GHL delivery. Build the Softr/Metabase portal template. |
| Week 3 | Run 3 free/pilot audits (warm contacts: LMS, Asian Tigers, family business) to generate case studies + testimonials + your first 0–100 benchmark data. Record Loom walkthroughs. |
| Week 4 | Publish pricing, turn on GHL Affiliate Manager ($400/$400 dual-sided). Launch to your network with the “only 4 audits/month” scarcity. Post your own LMS case study as the lead piece. |
7. THE ONE-PAGE SUMMARY
Section titled “7. THE ONE-PAGE SUMMARY”- Offer: AI Opportunity Audit — $1,500 / $3,000 / $5,000 tiers.
- Hook: “We find you $50K+ in AI savings in 14 days — or you don’t pay. Fee credited to any build.”
- Mechanism: 7-dimension AI Readiness Scorecard (0–100), binding-constraint scoring, 15–20 ranked opportunities, 90-day roadmap, ROI projection.
- Delivery: ScoreApp intake → n8n → Claude → Carbone PDF + Placid graphic + Metabase portal + Loom. Mostly automated.
- Shareability: Public 0–100 score + peer benchmark + branded exportable graphic → clients post on LinkedIn → warm leads take the free scorecard.
- Referral: GHL Affiliate Manager, $400/$400 dual-sided, 15% on retainers (the real money), paid via Wise, 12-month tail.
- North star: The audit is a foot-in-the-door for ₱500k+ fCAIO retainers. Price and deliver it accordingly.
Sources (key references)
Section titled “Sources (key references)”- Market catalog: AI Automation Consultant, Signal & Form, howtheF.ai, Shodhan, Sage Creek, Return My Time/Ganim, Ottley/Morningside, Prompt Advisers/Kashef, Open Empower, MLDeep.
- Delivery: HubSpot Website Grader, ScoreApp, Thinking Company maturity model, Prometheus use-case matrix, Softr portal, n8n report-agent pattern.
- Sales/referral: Hormozi $100M Offers, Brunson value ladder, Copyhackers PAS, Consulting Success referral fees, GHL Affiliate Manager, FTC 2023 Guides.
Full research files saved alongside this blueprint: ai_audit_catalog.md, ai_audit_delivery.md, ai_audit_sales_referral.md.