This morning I was asked to speak to a marketing group on AI and then shortly after met with a marketing manager at my local BBB. This video discuss AI implementation strategies for business consultants and agency owners, and how that exact topic bubbled up in my next meeting when it came to consistency, clarity, and gaining credibility. Key Takeaways From This Video - Focus on a clear, consistent primary offer before adding AI enhancements - Frame AI benefits in terms of business outcomes, not technical details - Build credibility through consistent messaging and delivering results over time - Use a simple, outcome-focused sales approach assuming the sale at the end Topics From Call Clarity of Offer - Essential to have a crystal clear primary offer before adding AI enhancements - Being "everything to everyone" dilutes expertise and confuses potential clients - Consistency in messaging builds credibility over time - Example: Jeff's primary offer is ReviewlyAI, a review management solution AI Presentation Strategy - Frame AI benefits in terms of business outcomes, not technical details - Avoid overwhelming clients with AI jargon or capabilities - Present AI as an enhancer/accelerator to existing processes - Tailor explanations to client's level of AI understanding (often basic) Sales Approach - Use a simple, outcome-focused presentation (15-30 minutes) - Avoid reading slides; use them as conversation guides - Highlight key benefits and results rather than technical details - Assume the sale at the end: "Let's get you started" vs asking if they're interested Building Credibility - Consistency in messaging and focus builds trust over time - Becoming known as the "go-to person" for a specific solution in your area - Example: Jeff is known as the "review AI guy" in his network Leveraging AI in Business - Use AI to enhance existing processes and offerings - Focus on how AI delivers better results for clients - Examples: AI-assisted review drafting, automated follow-ups, content summarization

Just a few mins ago I met up with one of my clients to do a quick case study video. I answered a few questions before we started and wound up selling him product. Most agencies leave money on the table by failing to upsell effectively. The key? Consultative Selling – not pushing products, but uncovering real client needs and offering the right solution at the right time. Here’s a Real-World Example: In a recent call, a client asked about a potential mobile app for Reviewly.ai. Instead of a hard “yes” or “no,” I dug deeper: • Clarify the Use Case – “Tell me why you would need it?” • Identify the Core Problem – The client needed an easier way to request reviews in person. • Present a Tailored Solution – Instead of an app, I suggested an NFC card that instantly sends customers to the review page. The Result? The client bought on the spot – not just one NFC card, but a bundle for multiple locations. Why? Because the solution fit their needs better than their original idea. Takeaways for Agencies: • Listen First: Clients don’t always know what they need – ask the right questions. • Solve Problems, Don’t Just Sell: If you help them make money or save time, the sale happens naturally. • Demonstrate Value Instantly: Show the client how the solution works in real-time (screen share, demo, or visual aid). • Make the Buying Process Seamless: Send the checkout link on the call & guide them through it. The best upsells don’t feel like sales – they feel like solutions. Drop a comment if you want more examples of real-world consultative selling.