Delivery Plans — how J&M builds each fix
One playbook per common fix the audit surfaces. Each is written to be run inside the AI Concierge model — done with the client, on a screen-share, following field-tested (Audit → Optimize → Automate): fix the process before you automate it. Never automate a broken process.
The rule that makes the retainer renew: every session ships something and logs it in the Notion hub with the quantified result. The client seeing “here’s what we built and here’s the hours it saves” is the renewal mechanism.
The delivery arc (every engagement)
- Onboard — intake form (hard requirement, done before call 1), Cowork/Claude setup if new.
- Per workflow, run field-tested — Audit the current process → Optimize (cut steps, question each one) → Automate the clean version.
- Ship + log — build at least one thing per call; record it, the takeaways, action items (two-sided), and the quantified impact in Notion.
- Weekly async — Voxer/Slack, 12-business-hour SLA.
- Prove + renew + refer — quantified results → testimonial → next deal.
Fix playbooks
Front office (capture + convert) — fix these first:
- missed-call-text-back.md — the highest-ROI local fix.
- speed-to-lead-followup.md — instant personalized response to every inbound.
- ai-receptionist-voice-agent.md — Retell.ai voice agent taking calls/booking.
- quote-proposal-skill.md — Claude skill: notes → priced quote in 2 min.
- review-reputation-engine.md — automated review requests → local SEO.
- knowledge-base-second-brain.md — company knowledge system / Custom GPT.
- crm-and-pipeline.md — lightweight CRM + pipeline automation.
- scheduling-dispatch.md — booking + team dispatch automation.
Marketing & growth (generate demand) — turn on after capture works:
- answer-engine-visibility.md — get cited when buyers ask AI (AEO/GEO). Organic/earned.
- paid-social-ads-and-creative.md — Meta ads: research, creative, campaign, reporting. Paid.
Each playbook: what it fixes · the stack (with alternatives) · field-tested build steps · time to ship · compliance · what to log.
The two marketing plays, compared
Two recent tool launches are strong fits. They are not competitors — they sit at opposite ends of the funnel, and a client can run both.
| Answer-Engine Visibility (Profound “Aim”) | Paid Social Ads (gooseworks skills) | |
|---|---|---|
| Problem | Invisible when buyers ask AI | No/bad paid acquisition; $15k/mo agency |
| Funnel stage | Top — organic/earned discovery | Mid — paid demand capture |
| How you win | Get cited by ChatGPT/Perplexity/Google AI | Buy attention, convert with better creative |
| Form factor | SaaS agent harness (measure → brief → deploy agent → track) | Open-source Claude skills you run yourself |
| Data it runs on | Profound’s proprietary AI-search data + your knowledge base | Your Meta ad account + competitors’ public ads |
| Output | Visibility Score / Citation Share + recommended tasks | Competitor teardown, remixed creative, launch-ready campaign, scale/cut analysis |
| Cost shape | SaaS subscription — verify tier fits SMB; skews enterprise | Skills ~free to install; media spend is separate & real |
| Speed to result | Compounds over 60–90 days | Campaign live in 1–2 weeks; weekly optimization |
| J&M delivery | One agency seat, many clients; done-with-you | Done-with-you; client owns the ad account |
The through-line: both replace an expensive agency function with agent/skill-driven work — which is J&M’s entire thesis (see the gooseworks “$15k/mo agency → <$100/mo skills” framing; it’s your offer ladder’s logic, shipped publicly). More tools like these launching is a tailwind, not a threat (the internal playbook): the toolbox is not the moat — anyone can buy the tools. The moat is being the expert who’s already done the hunting, learning, and wiring, wrapping it in the audit, ROI framing, setup/tuning, and accountability, and running it all behind the scenes so the client never has to become a tool operator. Sequencing: fix front-office capture first, then visibility, then paid — never pour demand into a leaky funnel.
Tiers & pricing when a client wants it built for them (done-for-you upsell): Process Redesign $3–5k · Automation Build $1–3k · Knowledge Systems $3k+ · Custom Workflows $3–5k · Full Implementation $5–10k+, plus a $497–1,497/mo care retainer. Don’t offer Full Implementation until you’ve shipped 5–10 lower-tier builds.