AI agencies should optimize their sales process by starting with minimal friction in their funnels and gradually adding complexity as they gather data, while also positioning themselves as authoritative consultants rather than simply executing client instructions; effective sales calls require building client pain and maintaining an authoritative frame rather than bending to market demands, and agencies should use sales call reviews as the highest-leverage activity for improving close rates.
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How To ACTUALLY Sell AI Agency Services In 2026 (LIVE MASTERMIND)本站添加:
All right guys, so in today's video you're going to be getting access to a live recording inside of my inner circle group of people inside of my AI agency mastermind that I meet with every single Saturday that are the most successful guys in the group that are making anywhere from 10, 50, even 100,000 dollars a month and more. And you get to get access to what's currently working best today for all of us on how we're actually signing and selling our AI agency services with what I'm doing in my own agency today. And you got to just start with as little like intent as possible and then start to add friction over time as you start to get more data and you see like the quality is not good or whatever it is. And what all the other guys in the group are doing as well and We took the ad set that was performing really well and we just duplicated that. And I think this video is pretty unique because it's a call that had happened really recently and everyone on YouTube talks about the fluff, the things on how to go from zero to your first client and I have a lot of that on this YouTube channel and it's great. But this is a lot more the advanced higher level things that I actively talk about at a higher level and it's just kind of a good networking group of the most successful guys in my group that we meet with on a weekly basis. So, I hope you guys get value inside this video because I've not shared this video anywhere else publicly and yeah guys, that being said, I hope you guys enjoy.
So, what's the situation exactly, I seen? Yeah, so um last call we had an issue where people were just clicking on our landing page and they just weren't filling out the form. So, we realized like, you know, it's could be an intent issue cuz the first thing they had to do was like type in their name, type in their last name, whatever. So, we kind of switched the format to be exactly like what your your example was for Symetria.
Um and it's just tap tap tap tap whatever. Um we did see a slight increase in conversions. However, it's just not at the like, you know, the standard that we're seeing.
Um and for some of our other clients they're they're still not getting conversions at all with this upgrade.
So, it's just >> are they spending? Um $100 a day for for this client. Okay. Yeah. Okay. And I mean, are the ads on point? Are the ads like good or they like They're video UGC AI ads. So, they're not like static ads.
They're like and they're getting clicks.
Okay, and how much have you spent to not get any like good conversions?
Could be around like 800 right now.
Yeah, that's too much. Give or take, yeah. Um okay, yeah, I would probably I mean the way you got to do it is you just got to like you got to just start with as little like intent as possible and then start to add friction over time as you start to get more data and you see like the quality is not good or whatever it is, but you would at least have volume. Uh so it's not like you're in the situation where you're in now where it's like you're just getting zero people through. Um I'd probably go image ad. You're going to get like a lower intent technically, but it's going to be a better cost per result. Um and I mean to be fair, the intent still probably going to be there just cuz of the funnel you bring them through. Like you're We're going to Did you use Tally or is it like a GoHighLevel survey? Um it was Tally. Yeah, [clears throat] it was Tally. So you have like the same like setup that we have. Yeah, and actually for we did have a client that was running image ads and they were still not getting con- Really? Yeah.
>> Okay, I mean this might be something I should probably look at. I know Brandon you joined. Brandon, are you here, bro? Yo, what's up, dude? What's up, bro? How you doing?
Good. How are you, man? Um doing good.
Are you I I wanted to ask you on this call because I know one of your clients who said like you got them what 27 appointments with like $10 cost per call or some crazy [ __ ] Am I right? Yep. Was there anything specific you did on there cuz y'all seen MPK are in similar niches. So they're just like navigating fulfillment. Um good question. We We didn't do anything super unique. Essentially what we're doing for that customer right now is we're driving folks from uh Facebook ad straight into GHL GHL funnel and then they're just scheduling time on the calendar there. We have like a few qualification questions that they're filling out beforehand, but it's literally just standard template. I can send over the actual ads themselves that are performing. They are a peptide therapy clinic. They're doing like Zoom consultations, essentially trying to close folks to like buy. And they started We launched [clears throat] them like a month a month ago, and they were just doing like an e-commerce offer.
They were trying to get folks to go straight to the website and just buy from the website. And they were generating a [ __ ] ton of leads, but no one was checking out. So, I was like, "Hey, why don't you guys just set up a consultation, and then treat it like a sales call. Just hop on those calls and close folks." Um and so, they're doing that, and they're seeing a ton of results. So, like their lead volumes dropped off a little bit cuz obviously folks aren't just going to the website. They're like scheduling a console, but the folks that are showing up to the console, they're closing them.
So, they're like pretty satisfied. Yeah.
Yeah. And I can send over like the ads themselves if if that would be helpful.
Please, yeah, that would help out a lot.
Yeah, I got you. And they're being sent to this like a quick Is it like a tally form that that you just click and >> exactly. Yeah, it's on a tally form.
It's just a GHL >> tally or is it a It's just a GHL calendar, right? Yes, it's a GHL calendar.
>> Yeah.
Yeah. Yeah. It's Washington's. Yeah.
What's the ad spend that client's running? 60. 60 a day. Wow.
[clears throat] >> Yeah, yeah. Interesting.
>> Yeah. Also, I'll send the entire account to you. Yeah, I'll show you the ads and the funnel and all of that. Thank you, that'll help out a lot. Yeah, absolutely, bro. One thing with that, too, is like I think I was telling you this, Brandon, uh before you launch one of your clients, but you're going to have clients that come to This goes for everyone that their [clears throat] offer and everything they have is complete dog and you have to like work with them and consult them on actually structuring things proper. Like there's been people that have came to us and they're like, "No, we only want paid consults." And it's like, "Well, we're not going to get you a paid consult from someone who doesn't know you and is having to get some $15,000 stem cell treatment." Like it's just not going to happen. So, you have to like work with them a little bit, like Brandon, I think probably how you did a little bit to like get these free consults, tell the client, "Hey, look, this is the plan.
You're going to convert people on these calls, you know, and then you go from there.
So, as like a marketing agency, which we all are, you're just as much of a consulting agency as you are marketing agency for good client results. Like don't just take what your client tells you they're doing at face value and just run with that. You need to like help them construct a better process because their process currently is probably [ __ ] So, it's just something to think about.
>> Yeah.
A good like upsell opportunity as well.
I had a customer this morning that uh similarly they want team amazing results. Like they were generating a lot of leads in the peptide space and folks were going straight to the website and they had to fill out like an open loop form to like qualify for a console and they only paid me for ads, right? They did not buy like our full solution with the AI caller and all of the GHL buildout. And so, he was a little pissed off when I joined the call and he's like, "What the [ __ ] No one's checking out and buying." And I was like, "Well, you only paid us to build ads." Right?
If you want us to do a full VS VSL and type form or qualification questions, we can build all that for you and you'll see better results. He was like, "Yeah, let's do it." And literally paid me five grand to like add all of that as add-on.
Yeah. So, you can definitely like use the client's frustration as an opportunity to like upsell as well.
Yeah. Makes sense. Yeah. So, you guys So, you guys are running like a two-call close setup right now, right? You guys do a setter and then a closer. We We do a intro and a demo, but it's done by the same person. So, we don't have two different people doing it. Yeah, that makes more sense. Yeah, cool. Um I was just wondering like how you guys split up the actual format of those calls. Like in the setting call, you guys are doing the actual basic discovery, figuring out if you guys can help them, and then the closing call, obviously you guys are setting them up and closing. Because well, like when we did our when we were doing [clears throat] our mega 50K months, we just did like a one-call close method actually. And like half of our clients we closed on the one-call close. They're all on Zoom calls. Um I would just hop on the calls and it worked really well. And then we kind of switched into the like two-call close method, which worked great because it was more time efficient, right?
Especially with no shows and kind of everything else.
Um but we're noticing like a big drop-off in one, people are just not fully watching our pre-call video, even though like we spam them with, you know, the right emails, automations, everything else. And then we're also noticing that like even if they did, like they still fully like understand the content. And like we know our pre-call video is really good, cuz like even like our clients of ours going to watch that and be like, "Oh yeah, this is like phenomenal video, by the way.
Like it's super detailed." and they absolutely love it.
Um so we're having to kind of re-explain everything on the call all over again, and then they like kind of understand.
But oddly, on the closing calls, they don't really really understand what's going on. So now we're kind of thinking of, "Cool, why don't we just revert back to that one call closing flow, and then just do like a, you know, follow-up second Zoom appointment if necessary as well, just so they have more context for the entire offer." So I was just curious, what are your thoughts on how what what you guys doing that's working well for you, and any like other recommendations you have? What I'll say is like if you're doing one call close and making more money, Yeah. and you're making less money at two call close, then obviously go back to one call close. But what I will also say is like I don't envision the fact that it's a two call close messing up your pre-call process, unless you also changed the pre-call process with that. So although you revert back to a one call close, there could be something like fundamentally wrong with the pre-call process where people aren't consuming this content, but you just so happen to realize it after switching. So did you guys change up any of the pre-call process when switching to two call, or did identically? was we made the we made our pre-call video more so of a format.
So before we know that the people have watched the video, and then they would tell us like, "Yeah, like I've watched the videos, like it was helpful, but like I want to learn more, blah blah blah." Right? Uh now it's like we kind of did a flow where it's like, "Hey, did you not watch pre-call video?" We'll just reschedule the first call and kind of like do that. And then they go back, watch the video, and then they're like finally understand and now understand.
Sometimes we wouldn't get them to reschedule again just because, you know, they don't watch the video. But, not really we didn't change too much there.
Well, I mean, it sounds like you just made a pretty big change. You're It's a completely different brand. Like, Oh, yeah. Yeah, that's right. Here's this video, or if you don't watch this video, I'm canceling your call. We're not doing that. That's a big-ass change. Yeah.
Yeah, actually think about it. Um so, clearly you're not resonating with this new change. So, I would do two things.
Like, it sounds like you had a working system, and you changed things, and folks said it would work more, but it's just clearly not. So, I'd just revert these two things back to what's worked in the past, and run with that, personally. No, that's really what we did. We did that last like 2 days, and like, you know, close are automatically was like, bro, like, these close are like significantly better. So, we're just running that. Is there any reason I can think of that most agencies do the two-call close method instead of like just doing the one-call closes? It's just have the simple fact that typically people are going to want to have a follow-up call. So, like, if you do a one-call close method, obviously you'll get some one-call closes, but a lot of people are going to want a follow-up call. So, the idea of the two-call close is like, you basically just speed run the follow-up call in a way, >> [clears throat] >> where it's like, in the same length it would have taken them to book that first appointment, and then you got to wait a few days when you follow up, it's like, you're booking that first appointment, and then on that first appointment, you can aim for like a quicker follow-up, basically, cuz that is the CTA of the call. And it's less of like, "Hey, what's your schedule?" More of like, "Hey, here's when we're free." type of thing. So, it just speeds up the sales process. I understand. Is there any Is Is there any particular reason for having the first call as a phone call as opposed to an actual Zoom call? Lower commitment, makes it easier, cuz you're you're not trying to close them. So, in theory, you don't need their full attention. So, if you can like, in a perfect world, everyone should be able to join a one-call close sales call on their phone at the park, walking their dog, having dinner with their wife, but if they do that, they're not going to close, obviously. So, with this discovery call, you just make it lower commitment to increase show rate, increase the opportunity for people to give you opportunity, you know, increase the rate at which people show up, talk to you, have a conversation, and then it also is a tonality shift for that Zoom call. So, it's like when the first one's a phone call and the second one's a Zoom call, they're going to treat that Zoom call with more respect because it's a Zoom call. So, it's like noticeably different in a lot of ways. So, that's another thing. Got you. Okay, yeah, absolutely. No, that was my hypothesis as well, which is why I like when they did that, and it worked for a bit. But, I'm also just noticing that like we're also just not closing at the consistency that we were before, and I'm also [clears throat] trying to revert Time to revert then, bro. Yeah, just go back.
Okay, perfect.
Yep. Yeah, that's everything else.
Awesome. Yeah, it's good. Perfect. Thank you. Perfect. 100% guys. Henry, what's up, dude? I figured I'd raise my hand while we're on this topic. So, obviously, you know, we're meeting tomorrow. Preview some calls. I'm I'm I'm pumped for that. But, um on the sales side of things, like Colin and I are are kind of doing the Obviously, they were like we're we're going to likely or we are reverting from a two-call process to a one-call close, and maybe some other people like we're on pretty much the same niche or similar niches of experiences. But, like it does seem like everyone's really just like shopping who we're talking to. Like literally, everyone's like, "All right, let's cut to the chase. Let's get to it." Like I'm I'm speaking to four companies already. Or like I've been burned four times. Like let's let's just get right into it. So, we're just trying to have a process that has less friction for them, less steps because it seems like they're a lot more just from like what they're looking for. They're much more like, "Hey, like I really want to just talk numbers here." So, we're doing that. I was wondering like does that sound fair just like listen to the market, go ahead and do that? And then at the same time, I'm going to add another component to this. But, um we're I think I told you guys on Discord in the DMs, like we're going to test lowering our pricing just to really try and get some people through the door, um, and see like how we can get people on the one call closed because they're we're getting hit with like, I'm talking to 10 other companies get back to me in a month like on like 75% of the calls.
So, like we're really just trying to combat it in any way we can.
>> Yeah, I mean, I'm telling you right now, the reason people are window shopping you is because you haven't built enough pain in these discovery calls. I'm just going to like coach you in like a super like real life scenario. If if your kitchen was on fire, do you shop around on the fire department net? You call the fire department. You call that number.
So, you're not building pain and people aren't like in a state to make change.
And I'm not saying like people won't show up to calls like being like, "Hey, let's just cut to the chase." People absolutely do that. People do that to us all the time. But, it's our ability to build pain, number one, and number two, position ourselves as an authority, which means we don't bend to the market.
Instead, we are the authoritative figure. You go through our sales process. You answer our questions. You know, you you got to maintain that frame on the sales calls. So, that's your issue. Like, don't do what you just said, which is bend into the market.
Stay the authority frame. Do it your way. But, you're like I'm telling you it's a discovery issue. If people are window shopping, like it's fine if they join the call saying that. Like, you can't You can only do so much before the call, but in that first 15 to 20 minutes, you should be able to shift them from window shopper to I'm in pain.
I need a solution right now. You gave me an example a second ago, I've been burned by a bunch of companies. That is great discovery questions to ask. Like, what companies have you worked with? You worked with Glenn? Oh my god, like I would one of our best clients, they're based in Alabama. They they worked with them as well and I I've heard the horror stories. We just want to get some people across the line to sell hard on as well cuz like we keep getting in and again I think you're right like we got to get better at sales. I'm going to have to pay Cole Gordon probably but like we keep getting like >> woah woah woah woah woah woah woah woah woah woah woah woah woah woah why are you going to do that? Like okay I'm going to I'm going to use an example okay good.
Um Phil when he first joined the mastermind I told him to his face like he would join every single sales call review you know I do two a week and I told him the first one I ever reviewed he's like why I rate this call on a scale of one to 10 I told him one.
I said this is the worst sales call I've seen in my entire life. He does that for three weeks straight comes to every single sales call review and every single week I'm reviewing at least one if not two of his sales calls and by week four he said it on this call earlier 40% closer you know. So it's like I I have not reviewed any of your calls Henry at least from what I remember and I know we we've been talking on Discord so we're going to schedule one for tomorrow. Like dude I I like we can't help you get a better close rate unless you allow us to.
>> you with this. Like you got to hop on these sales call reviews like if that's a bottom neck the the most high leverage thing you can do all week is that me review a sales call you know. Or at least send them to me and I'll review them in my own time and send you feedback cuz like this is a like one for 35 is insane. So it's like all focus should be on this all cannons firing on this. Let's get it solved. Yeah.
>> And we can probably have this solved in the next one to two weeks. Like there's probably just pointers like even with what you told me earlier like the sales problem is so bad to a point where you're thinking about switching your sales process like that is such a wrong way to look at it just get better at sales. You know so it's just like we got to get better like straight up. So only way to do that is to actually put in reps with getting stuff reviewed. For sure for sure I'll I'll I'll be there on on Monday and then the next ones I'll I'll call in sick for my my normal job.
You got to make a better offer and then we got to fix the sales so too. That's what it comes down to. I think so I I that's it and that's why we lowered price cuz like Colin and I, we love ads.
We can fill on ads all day, but I I understand you've got to sell them on what gets them across, not necessarily what they they need. So, I I do agree it is just like Yeah.
Um Marbell, you were I know you your hand was up. Same thing as Hunter, I think the main bottleneck or hurdles to overcome for me right now as well as sales. So, aside from, you know, join which I'm going to be attending the calls this week with live. Going to send over the sales calls so that he can sort of analyze it. And I'm also reviewing like each call after. Is there anything else you recommend I do as far as improving sales or is it just a matter of letting you check it out?
>> I I just need to know what the bottlenecks are. So, I need to review calls and see what I think the best the core bottlenecks are. Beyond that, there's really nothing else I can do.
Like I can't give you advice right now cuz I haven't seen the calls. Okay.
Once I see the calls, I'll be able to tell you what are the main takeaways.
Okay, I'll bet. I'll do that. All right.
Yeah, that's good. Anything else, guys?
Yeah, what was the name of the financing company that you guys recommended last call? I had written it down, but we're that's one thing that's big on our list.
Clarity Pay. It's for cannabis. Clarity Pay, that's right. Okay. Yeah. Is Elective worth Uh no, Clarity Pay.
>> Elective is going to make them for like 20 cannabis.
Yeah. Cool. Anything else? Is that it, guys? Brandon, are you willing to share your ads as well? Um we're in a similar space. If you wouldn't mind, I'd like Like ads that we're running? Yeah, sure.
That'd be awesome. Thank you.
>> Absolutely. Yeah, man. Brandon's such a nice guy, man. He is a good guy. He's such a nice guy, bro. I I'd never share my work at all, by the way. I'll share some. Yeah, I mean, we're we're running I mean, Carson built the ads that we're running. So, it's not like I did anything anything crazy there. Yeah, share share the ads that have like $2 in spend that just didn't get [ __ ] Yeah.
I'm also I'm also spending three Yeah, I'm spending 350 a day right now as well. So, like we're getting a [ __ ] ton of calls.
>> you scaled it up. Look at how they're Yeah. What's your Is your cost per call risen a lot or no? Uh one campaign is like 50 Remember that one we looked at this week? It was going up a little bit.
We increased from 150 a day to 250 a day like 2 weeks ago and it it went up to like 88 bucks and now it's back down to like 64.
Did you decrease spend on any of them or no? No. No, I just let it cuz you said you saw it starting to like turn the corner a little bit so we just left it and it's back down to like 63 bucks a day I think. And then the second campaign that we launched this week at 100 a day is like a $44 cost per call. So, both are uh both are pretty good. Brandon, how how many calls are you booking a day?
>> Uh on three we've we've been running 350 ad spend for since Wednesday and I think we've had on average four or five calls booked a day. That's That's pretty good.
Yeah. Yeah. Yeah. So, it's pretty good.
Yeah. But we the first day it was like seven calls booked. So, I mean it's pretty good. I know. Yeah, just let it do its thing. It'll continue to to book more. And then if it fatigues you can just we can just swap them. Yeah. And you have a you have a media buyer, CSM, and closer. Not right? Yep.
>> Damn. Yep.
Yeah, dude.
>> agencies.
>> had a few deals come through yesterday, too. So, we had five 10K deals this week. That signed. Oh, yeah.
Three of them were Two of them were paid in full and then three of them were installments. So, not through financing but like we collected I think 2,500 for one and they want to pay over 4 months and then the other two were 5K up front.
And we had >> Was that all you closing or was that a closer? Those were all all me. Yeah, my closer is starting on Monday. I have two closers. I have one in the UK that's going to work like the mornings and then I have one here in Texas that's going to close the deals.
>> Damn, how many hours you working a day, bro? All those calls and the financing and >> to midnight, bro. Yeah. Damn.
>> Yeah. Yeah. Yeah, man.
>> You'll be out of that soon. Yeah. It'll be good. Good [ __ ] Let's go.
>> That's good to hear, Brandon.
Crazy metrics, bro. Thanks, bro. Oh, yeah.
>> Anything else you guys want to cover is that pretty much it? On the technical side of things when you're scaling like Brandon, when you scale to 350 a day, were you increasing that the spend on each particular ad or as Carson told me like a little while before, is it just a matter of like duplicating them and then like how are you scaling to that number?
I just did what Carson told me to do.
Essentially, we took the ad set that was performing really well and we just duplicated that.
Um and so we started we had like three different ad sets running and we found the one that had the highest performance, we turned off the other two and then we duplicated the campaign. So I have one campaign, the original campaign or like foundational, that's running at 250 a day and we duplicated it into a second campaign, changed the creatives and that's running at 100 a day. Yeah. Nice. Okay, cool. And then like just going in and looking at the ads that are obviously eating up a lot of spend if they're [ __ ] like cost per call, if [ __ ] just turn them off. Yeah.
The big thing Marvella, like I I think I showed you when we were on a call, but just [clears throat] track cross reference the data from GHL with those URL parameters with the data there and then the ads manager cuz I don't know what it is, but the maybe it's with some of you guys who are running ads, but our ads right now are double attributing. So if we get one call, I swear it says we have two in Facebook, so it's just completely [ __ ] inaccurate. Um so that's why it's it's important to just cross reference everything. Okay.
Yeah. All right guys, good meeting today. I'll actually I don't know why you have the recordings something. Maybe I have it.
I'll send it. You have the recording on my phone on a different account, but you sent it, so. Cool.
>> Guys, let's get after it. Stop settling for average everyone. Let's let's go crazy. So I'm excited for y'all.
If y'all need anything, let me know.
Send her and Colin, we'll get some deals reviews happening. Send a few Marvella.
See you boys. See you guys later. Peace.
Yep.
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