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6 contributions to AI Agency Starter Kit
[🎥 NEW VIDEO] Why “Trust but Verify” Just Saved My Client Thousands—And Why You Should Do the Same
As we head into the holiday weekend, I wanted to share something powerful that happened last week. While prepping for a few weeks working remotely from Mexico (yes—rainy 60° Mexico City beats 110° Arizona right now!), I caught a critical issue inside one of my client’s lead systems. Here’s the kicker: HubSpot was missing form submissions from returning leads and past customers. No alerts, no follow-ups, no calls—nothing. If we hadn’t layered on a second system, we never would’ve known. But thanks to a simple $120/mo tool (WhatConverts), we caught the issue. It tracked every single lead—calls, forms, and return visits—and gave us full transparency. ➡️ Result? We plugged a hole that was costing my client thousands per month in missed sales. Lesson: Always have a secondary tracking system. Trust—but verify. Especially when you’re the one holding the bag as the agency, consultant, or CMO. 🔧 Skool Group Update (Heads Up) I’m also cleaning house inside this group to make your experience smoother: - All 3 GBP courses → merging into 1 super course - Weekend Closer → folded into the YES Method - Legacy courses → consolidated to avoid clutter You’ll still have full access—just in a cleaner format. Don’t panic if you see course numbers shrink. Everything’s being bundled for better organization. We’ve added 500+ members in the last couple months, and I want this group to stay lean, powerful, and easy to navigate—especially as we roll out new tools. ✈️ I’ll be working mornings while in Mexico (family stuff in the afternoons), so keep an eye out for more updates and value drops. In the meantime, ask yourself: Where can you layer in a simple “check system” to prevent big problems before they hit? Enjoy the weekend — stay safe, stay sharp. – Jeff
[🎥 NEW VIDEO] Why “Trust but Verify” Just Saved My Client Thousands—And Why You Should Do the Same
1 like • Aug '25
Thanks @Jeff Schwerdt. A bit late seeing this but good stuff.
How I Used ScanSuite.ai In My 5 Sales Calls Today!
Here's some updates on recent sales activities and insights from using https://ScanSuite.ai in my Reviewly sales calls and Boomerang calls today. Here is my 60 min presentation to a trial offer for SMBs where we offer the GBP Scanner as a Bonus to new trials ( ie upsell funnel ) - https://reviewly.ai/maya/ Key Takeaways - Jeff conducted multiple sales calls, including a potentially successful $499 package offer for Google Business Profile setup - ScanSuite tool proved valuable in identifying a potential client without a Google Business Profile - Boomerang program members will receive two new recordings demonstrating sales techniques - Handling unqualified leads requires adaptability and strategic thinking for potential future partnerships Topics Recent Sales Activities - Conducted 4 sales calls, 2 interviews, 1 bait-and-switch demo, and a 60-minute presentation to business owners - Potential new client on a $499 package for Google Business Profile setup - Presented ReviewLeap and Google Business Profile strategies to small business owners (via Maya and Caron) - Encountered a bait-and-switch demo from a marketing company (resolved quickly) ScanSuite Tool Application - https://ScanSuite.ai - Used ScanSuite to scan for a client's Google Business Profile - Discovered potential client didn't have a GBP, leading to a sales opportunity - Demonstrated the tool's effectiveness in identifying business needs Boomerang Program Updates - - Two new recordings will be uploaded for program members - Shared a "cool trick" for getting interviews by editing post numbers Handling Unqualified Leads - Example: New bookkeeper without clients or reviews - Offered advice on website improvement and discussed potential future partnership - Emphasized the importance of identifying ideal customer profiles (ICP) Sales Strategies - Customized presentation for event training school, focusing on post-graduation review collection - Set realistic expectations for Google Business Profile setup timeline (2-3 weeks minimum) - Explained potential hurdles (video verification, documentation) to manage client expectations
How I Used ScanSuite.ai In My 5 Sales Calls Today!
2 likes • Mar '25
Great info Jeff. Thanks!
BRAND NEW AI Lead Gen Software - REPLAY and ENCORE
Video Purpose Invite you to our live release party announcing a brand new AI-powered platform for you digital marketing agency to enhance the lead generation and sales processes. Register Here: https://register.gotowebinar.com/register/2755633871004161627 Replay Here https://scansuite.ai/ Key Points - New SaaS tool creates a "digital mirror effect" for small businesses, revealing their online flaws - Tool helps agencies gain credibility, earn trust, and close high-value deals ($500-$2000+) - Addresses common agency struggles: finding quality leads and convincing potential clients What You Will Learn - The Digital Mirror Effect - Concept: Showing businesses their online presence flaws, similar to noticing something on your face in a mirror - Helps bridge the gap between business owners' perception and the reality of their digital presence - Tool provides instant credibility and trust-building in client conversations New AI-Powered SaaS Tool ( BRAND NEW ) - Developed over the past 4 months, now ready for public release - Available on websites and mobile devices for on-the-go use - Uses a simple, one-sentence question to identify flaws in a business's digital presence - Prompts potential clients to ask how to solve their newly discovered problems High-Value Sales Strategy - Tool enables agencies to close deals ranging from $500 to $2,000+ - Helps less experienced or confident salespeople to sell higher-priced packages - Pre-qualifies leads and identifies the hottest prospects Upcoming ENCORE Webinar Details ( Not a Pre Recording ) - Date: Friday, March 28th, 2025 - Where: https://register.gotowebinar.com/register/2755633871004161627 - Time: 2 PM Eastern Time / 11 AM Pacific Time - Format: Live call with special features for initial founders' release - Content: Full reveal of the software and strategies for lead generation and sales
BRAND NEW AI Lead Gen Software - REPLAY and ENCORE
0 likes • Mar '25
👍
Emergency Meeting Replay: The Power of One Simple, Scalable Offer
If you missed the emergency call, here’s what we covered—this is a must-watch if you’re serious about building a predictable, scalable income and stopping the cycle of offer-hopping. Link To Save $400 - https://jeffherschy.com/offer Key Takeaways from the Call The Real Problem: Why You’re Stuck - Many entrepreneurs and agencies are constantly jumping from offer to offer, chasing the next thing. - This creates "all velocity, no vector"—you’re busy, but you’re going nowhere. - The most successful agencies making $1M - $7M+ per year keep it simple, clear, and repeatable. The Secret to Growth: Make One Offer Every Day - If you’re not making at least one offer per day, you’re not making money. - Sales doesn’t happen by accident—it happens by daily, consistent effort. - Tracking sales daily is a habit among successful entrepreneurs. - What Makes an Offer Work? (Exercise from the Call) - Your offer should be so clear that a 10-year-old could explain it. - Your prospect should instantly understand what you do and why they need it. - The agencies making millions per year aren’t selling complex tech or fancy funnels—they’re selling essential, everyday services. Litmus Test Is This: - Simple - Every business needs it - Easy to say yes to The "One Offer A Day" System – What You Need to Win - One simple, clear offer - A pricing model that makes sense and gets yeses instantly - A daily system for making offers—no more waiting for sales Special Announcement: Work With Me to Fix This Now I am opening up a small group coaching program to help you develop a scalable offer, create a daily sales system, and start closing deals consistently. Here’s what’s inside: - A simple, clear, scalable offer you can sell every day - A daily sales strategy that ensures cash flow - Personal help from me and AI tools to refine your offer and pitch - Scripts, templates, and everything you need to succeed
Emergency Meeting Replay: The Power of One Simple, Scalable Offer
1 like • Mar '25
Hey @Jeff Schwerdt, I'm in. This looks great. Appreciate you offering this. Am I one of the 10? I hope so! Thanks brother!
Video Case Study - 100 New Leads in 24 Hours
Key Takeaways - Kent successfully implemented the Boomerang Blueprint, receiving 160+ responses overnight from Facebook community groups Boomerang Blueprint Implementation - Kent joined 15-20 community groups on Facebook - Posted ads in groups, some approved quickly, others took longer - Received 103 contacts from one ad and 53 from another overnight - Total of 160+ responses within a day or two More details in the course here - https://boomerang.jeffherschyreplay.com/boomerang
Video Case Study - 100 New Leads in 24 Hours
1 like • Feb '25
Amazing!!!!!!!!!!!!!!!!!!!!! Great job Ken and @Jeff Schwerdt for putting clever system together.
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Steven Marchessault
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15points to level up
@steven-marchessault-8727
Co-Founder

Active 3d ago
Joined Feb 20, 2025
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