7-figure AI
Agency
your step
by step
guide
Here’s what experts aren’t telling you. Before
1 Give you even begin to build your product or decide
how to build your AI, it’s important to start to
give value to your ideal audience.
Whether you start your own Skool or Facebook
group, or interact within an existing community,
you must start by giving value without a pitch to
your ideal customer.
This section will give you a framework for
giving. How to give in a way that will help
people remember who you are and spread the
word.
This step is the most important step to growing
your 7-figure AI Agency.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Give - Step 1
Answer these questions
Example for an agency serving roofers in the Dallas, TX area
Where does your audience hang out?
A Facebook search for “Dallas Roofers” revealed a Facebook community of
roofers in the Dallas area
What is your audience struggling with?
From looking at the North Texas Roofers group, most people who are
posting for “help” need help finding talent (contractors) to hire
How can you help?
We could connect with roofers that are looking for talent and offer to put
together a funnel for them that they could use to source talent.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Give - Step 2
Give and get
During this step, it’s important to give without a catch and give in a way that
showcases your AI skills in some way.
What is your free offer that gives a taster of your AI?
When we build the free funnel that roofers can use, we make an account for
them within our GoHighLevel environment for free. We install AI into this
funnel to do something simple for them, like conversationally gathering
name and email from applicants that come through the funnel
Stucturing your free help in a way that allows you to get notoriety in return
Ask each person that you help to let people know in some group about the
help you offered them. They will be happy to do so. “All I ask is that you
post, letting people know how I helped you so I can help others that need
help as well”
Be patient
The longer you stay in this stage of giving without an offer, the larger the
payout will be when you transition to a paid offering.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Now it’s time to think about your offer. We are
2 Offer all here because we know we want AI to be our
offer, but let’s dial in what that looks like.
You’ve been giving considerable value to your
audience of ideal customers for long enough
that they know your name and they know what
you’re good at.
Next it’s time to construct an offer for them
that’s too good to refuse.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Offer - Step 1
Planning the Offer
What is your client’s biggest desire?
I’ve gathered from my time interacting with roofers during the giving phase,
that roofers want their calendar to fill up with leads that are ready to buy
without having to manage those conversations themselves.
What’s their biggest objection?
They think the setup is going to consume a lot of their time, be confusing,
and require upfront investment with no promise of returns
How can you make this offer too good to sanely say no to?
If we guaranteed the roofer wouldn’t have to pay a dime for any of this until
we have generated enough business to cover the cost of setup and the first
year of monthly costs... they would be insane to say no.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Offer - Step 2
The Offer Formula
I know you’re afraid of {{ client’s biggest objection }}, but what if I told you
that your goal of {{ client’s biggest desire }} is closer than you think? I’m so
sure that we can do this for you that {{ offer they can’t refuse }}
I know you’re afraid of AI being difficult to set up and expensive to
implement without any promise of paying off, but what if I told you that
your goal of a 100% hands off fully booked calendar is closer than you
think? I’m so sure that we can do this for you that we will set this up for you
for free and you won’t pay anything until it’s brought in enough business
to cover the cost for a full year.
This is now the guiding
foundation of your business
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Finally it’s time to build your product. This is
3 Build where we see most agencies fall on their face.
Here we will show you how to build powerful AI
systems that scale.
Most agencies attempt to build a complicated
web of AI that handles all edge cases and
scenarios. These are the agencies we see
struggling to grow, halted by analysis paralysis.
Use the framework here to learn how to build
your AI agents that work repeatably to fill up
your customers’ calendars.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Build - Step 1
Successful appointment
blueprint
Find out what a successful appointment looks like to your client. What
information is needed before the appointment for it to be worth their while
to attend. You don’t want to pack too much into the AI. The people finding
the most success with AI keep things simple.
What information do you need from a customer prior to an appointment?
A roofer may say they need a client’s name, phone number, address and
timeline before they’ll entertain an appointment
What information do you want from a customer prior to an appointment?
It would be nice if they knew which type of insurance they had if any and
their email address.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
option a
Build - Step 2
AI Agent Prompt
# Why the conversation is happening
Your name is bot name, a receptionist at business name. A potential
customer is chatting with you because they why the conversation is
happening.
# About the business
This roofing company does industry served and is different than other
business type because unique value proposition. Business name is located
at business address. Other business information
# How to Respond
Be friendly, but concise with responses. Do not use the contact’s name in
your responses to them and don’t agree to things that you’re unsure of.
# Priority of Goals
goals from step 1
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
option a
Build - Step 2
AI Agent Prompt (example)
# Why the conversation is happening
Your name is Julia, a receptionist at Roofer Elite. A potential customer is
chatting with you because they saw our advertisement about a free
inspection on Facebook.
# About the business
This roofing company does residential roofing and is different than other
roofers because they are family owned and operated. Roofer Elite is
located at 123 Main Street in Dallas, TX. Roofer Elite has been in business
for 20 years and has a 4.98 star rating on google.
# How to Respond
Be friendly, but concise with responses. Do not use the contact’s name in
your responses to them and don’t agree to things that you’re unsure of.
# Priority of Goals
1. Get the contact’s name
2. Get the contact’s phone number
3. Get the contact’s address
4. Get the contact’s timeline for when they want work done
optional: determine whether they have insurance and what type
optional: get their email address if they are willing
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
option b
Build - Step 2
CloseBot
# Why the conversation is happening
Your name is Julia, a receptionist at Roofer Elite. A potential customer is
chatting with you because they saw our advertisement about a free
inspection on Facebook.
# About the business
This roofing company does residential roofing and is different than other
roofers because they are family owned and operated. Roofer Elite is
located at 123 Main Street in Dallas, TX. Roofer Elite has been in business
for 20 years and has a 4.98 star rating on google.
# How to Respond
Be friendly, but concise with responses. Do not use the contact’s name in
your responses to them and don’t agree to things that you’re unsure of.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Now remember that you promised to provide
4 Math this service free of charge until you made that
customer enough money to pay for your services
for an entire year.
We need to calculate what that means for you.
What milestone are you pushing toward before
you truly earn their business?
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Math - Step 1
HOW MUCH IS 1 CLOSED DEAL WORTH?
01 Find out how much money one closed
transaction is worth to the client.
HOW MANY APPOINTMENTS ARE
02 NEEDED PER CLOSING?
Work with the business owner to find out how
many appointments it usually takes them to
equal one successful closing
DETERMINE LEAD FLOW
03 How many leads can you bring in for
the business owner based on their
current site traffic and ads you run for
them?
SETUP COST AND RECURRING COST
04 How much do you want to charge for setup and YOU
how much for recurring costs? DETERMINE
LEADS PER APPOINTMENT
04 Determine how many inbound leads are needed
per successful appointment. This varies
depending on how qualified you need leads to
be and the type of industry
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Math - Step 2
How much are you charging?
TOTAL YEAR
= SETUP COST + RECURRING X 12
COST
EXAMPLE $22,000 = $10,000 + $1,000 X 12
How much are you providing?
CLOSING VALUE
VALUE PER
=
LEAD
APPOINTMENTS LEADS PER
X
PER CLOSING APPOINTMENT
$15,000
EXAMPLE $1,000 =
5 X 3
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Math - Step 3
How many leads required?
Given the information above, we can divide the total year 1 cost by the value per
lead to determine the number of leads we need to bring in to fulfill our promise
to charge nothing until you earn the client enough business to have your system
pay for itself.
TOTAL YEAR COST
= NUMBER LEADS REQUIRED
VALUE PER LEAD
$22,000
EXAMPLE = 22
$1,000
Is this viable?
Now you have to look at the numbers to decide whether or not this is worth it. If
you are certain you can bring in 22 leads within 1-2 months (per the example
above), that means you’ll be working with this client for 1-2 months before they
will agree to pay you $22,000.
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Now that you have the framework set up, it’s
4 Scale time to scale this. Continue adding value, but
find a way to convert the value you give from 1
to 1 giving to 1 to many giving.
Put lead magnets out there to act as your
automatic funnels into your contact us page.
Fuel the fire
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Scale - Step 1
1 to Many Giving
Now that you have the formula figured out, it’s all about scale. Even at
scale, the giving doesn’t stop. Here are some ideas of ways to scale your
giving now that you have an established brand.
Recurring free webinars centered around solving issues your
audience encounters. Give real value
Act as a connector. Connect people with people needs to
other people who fill those gaps
Start a community, buy a community or become an admin in a
community of your ideal audience and post value add items
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
Scale - Step 2
Lead Magnet
With all that giving, people are going to start looking you up. Position URLs
to at least 1 lead magnet everywhere. Your personal Facebook bio, your
LinkedIn, within the comments of groups, etc.
Your lead magnet should give some kind of gated value. For example, all
CloseBot super users are able to white label this lead magnet that
calculates the value of AI appointment setters
this lead
magnet
rocks
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
FAQ's
What if I don’t know anything about AI?
Join a community like our CloseBot community or the HighLevel Official
Facebook group and ask for help! Plenty of free help there.
Which AI tool should I use?
HighLevel’s AI may be perfectly fine for your needs, however CloseBot will
be cheaper at scale and will always be cutting edge!
Which CloseBot plan would be right for me?
If you’re serving one niche, the basic plan would do just fine! However,
the white labeled lead magnet is available only on the super plan
CLOSEBOT | 7-FIGURE AI AGENCY GUIDE
