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📓 PLAYBOOK — AI consulting / automation agency

The AI Consultant Playbook: Idea → Offer with AI

5 min read
Agent
Claude Code
Builder
Lovable
Automation
Make
Creative
Gamma

Who this is for

You can wire up an automation, build a GPT, or stand up an agent for a client faster than most people can explain what one is. The problem isn't the skill — it's that every engagement is a one-off. A friend-of-a-friend asks for "some AI help," you quote an hourly rate, you build something custom, and the moment it's delivered you're back to zero with no repeatable thing to point the next prospect to. You have the technical chops. You don't have an offer.

Step 1 — Get your Context Files

Start with the $1 Starter Kit. It hands you the first Context Files — an offer spec, a client avatar, and a pain-map — and for AI consulting, the pain-map is the one that does the heavy lifting. It names the actual frustration behind "we should be using AI somehow": a business owner who's watched competitors mention automation, has no idea where to start, is scared of picking the wrong tool, and doesn't want a vague consulting relationship — they want one clear thing built that fixes one clear bottleneck. The offer spec turns "I do AI automation" into something specific and priced, like a 2-week lead-routing-and-follow-up build with a fixed scope.

Step 2 — The minimal stack for AI consulting

  • Claude Code (agent) reads your Context Files as a spec and builds the actual automation or agent you're selling — the lead-router, the intake bot, the internal tool — directly from the scope your offer spec already defines, so nothing gets built off a vague verbal ask.
  • Lovable (builder) turns your offer spec and client avatar into a services page fast, using the pain-map's exact language ("stuck figuring out where AI fits," not "leverage synergies") instead of generic automation-agency copy.
  • Make (automation) routes and tags new inquiries the moment they hit your intake form — sorting leads by which pain point they picked so you know before the call whether it's a good-fit engagement or a scope-creep risk.
  • Gamma (creative) turns your offer spec into the pitch deck and proposal one-pager you send every prospect, so the deliverables, timeline, and price look identical whether the client came from a referral or a cold outreach.

Step 3 — Which Levels to unlock next

  • Level 1 — Offer Architecture gives you your niche research, a sharper client avatar, a full 7-layer pain map, your big promise, your unique mechanism, and an offer stack — the difference between "I build AI stuff" and a named engagement a business owner can say yes to without a scoping call.
  • Level 2 — Production delivers landing-page HTML for your services page, a 90-second explainer script for what the engagement actually includes, a 5-email nurture sequence for leads who aren't ready to buy yet, and ad copy for when you want to run outbound or paid traffic instead of relying on referrals.

Starter Kit → Level 1 → Level 2 takes you from "the person people ask for AI favors" to a packaged, priced offer.

Step 4 — Ship it

Hand your Level 1 and Level 2 Context Files to Lovable to build the services page, and to Claude Code to build the actual automation or agent the offer promises — both reading the same offer spec, so the page and the build agree on scope. Wire Make so every inquiry gets tagged, routed, and either booked or nurtured automatically instead of you triaging DMs by hand. Use Gamma, guided by your offer spec, to generate the proposal deck you send with every qualified lead. None of the tools are guessing at what you sell — they're all building from files you wrote once.

Start with the Starter Kit

If you can build the AI but can't yet describe the offer in one sentence, the $1 Starter Kit is where this playbook begins — the same Context Files, ready to hand to whatever AI tool you already use.

⚡ SPARK YOUR AI CONSULTING / AUTOMATION AGENCY OFFER (FREE)

Get an AI-personalized big promise, angle, and first 3 Context Files for this niche — a taste of what the Starter Kit generates in full.

RUN THIS PLAYBOOK FOR $1

The Starter Kit generates the Context Files this playbook starts with — personalized to AI consulting / automation agency.

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