Skip to content

AI Consulting Quick Start Guide

Transform your AI expertise into a $100K+/month consulting practice in 90 days

This guide distills the core frameworks from our 4-day workshop into actionable steps you can implement immediately.


The AI Consulting Success Formula

High-Value Consulting = Expert Positioning × Value-Based Pricing × Compelling Proposals

Your 90-Day Roadmap

Days 1-30: Build Your Authority

  • Choose your niche (specific AI problem + specific industry)
  • Create your content flywheel (LinkedIn/Twitter → Blog → Email list)
  • Publish 3x per week using proven title formulas
  • Build your "Proof of Work" with one detailed case study

Days 31-60: Master Value Pricing

  • Transition from hourly to value-based pricing
  • Create 3-tier pricing options (10x differences)
  • Practice discovery calls with the 5-question framework
  • Land your first $10K+ engagement

Days 61-90: Scale Your Practice

  • Develop situational assessment proposals
  • Build your email template library
  • Establish legal protections (LLC, contracts)
  • Systematize with AI tools for efficiency

The Core Frameworks

1. The Value Equation (Day 1)

Value = (Dream Outcome × Probability of Success) ÷ (Time × Effort)

Action: Frame every offer to maximize perceived value by:

  • Amplifying the dream outcome
  • Increasing certainty of success
  • Reducing time to results
  • Minimizing client effort

2. Three-Option Pricing (Day 2)

Always present three options with dramatic price differences:

Option Price What It Signals
Advisory $10K "We need expert guidance"
Comprehensive $50K "We need hands-on help"
Premium $150K "Solve this completely"

Action: Never present a single price. Create options that let clients choose their investment level.

3. Discovery That Sells (Day 2)

The 5 essential questions:

  1. "What's at stake if this doesn't get solved?"
  2. "What would success look like in 6 months?"
  3. "What's your timeline for addressing this?"
  4. "Who else needs to be involved in this decision?"
  5. "What's your budget range for solving this?"

Action: Focus 80% on understanding their business, 20% on your solution.

4. Situational Assessments (Day 3)

Structure every proposal as:

  1. Current Situation - Their pain and what's at stake
  2. Objectives - Specific, measurable outcomes
  3. Value - Business and personal benefits
  4. Options - Three ways to work together
  5. Investment - Fees positioned as ROI

Action: Always send proposals within 48 hours while momentum is high.


Quick Wins to Implement Today

1. Your Positioning Statement

"I help [specific client type] achieve [specific outcome] through [unique approach]"

Example: "I help B2B SaaS companies reduce customer churn by 40% through AI-powered conversation intelligence"

2. Your First Content Piece

Use this title formula: "How [Company Type] Can [Achieve Specific Result] Using AI"

Example: "How E-commerce Brands Can Cut Cart Abandonment by 30% Using AI Chat"

3. Your Pricing Anchor

Calculate: What would it cost them to NOT solve this problem for 12 months? Your premium option should be 10-20% of that cost.

4. Your Follow-Up System

  • Same day: Thank you + next steps
  • Day 1: Value-add resource
  • Day 2: Proposal delivery
  • Day 5: "Still committed to [outcome]?"

Essential Tools & Templates

Reference Materials

  1. Discovery Call ScriptThe Discovery Call
  2. Proposal TemplatesTemplates Library
  3. Example ProposalsExample Proposals
  4. Contract BasicsLegal Foundations

AI Efficiency Stack

  • Transcription: Circleback.ai for discovery calls
  • Proposals: Claude/ChatGPT with your templates
  • Research: Perplexity for client intelligence
  • Scheduling: Calendly with built-in questions

Common Mistakes to Avoid

  1. Pricing by the hour → Price by value/outcomes
  2. Single price option → Always provide 3 choices
  3. Generic proposals → Customize to their situation
  4. Delayed follow-up → Strike while interest is hot
  5. No qualification → Ensure budget authority early

Success Metrics

Track these KPIs weekly:

  • Discovery calls booked
  • Proposal win rate (target: 30%+)
  • Average deal size (target: $25K+)
  • Sales cycle length (target: <14 days)
  • Client referral rate (target: 50%+)

Next Steps

  1. Read the Full Guide

  2. Part 1: Foundations - Mindset, positioning, and market

  3. Part 2: Content & Lead Gen - Building your content engine
  4. Part 3: Pricing - Value-based pricing strategies
  5. Part 4: Sales & Discovery - Qualifying and closing clients
  6. Part 5: Proposals - Writing winning proposals
  7. Part 6: Engagement & Scaling - Growing your practice
  8. Part 7: Business Operations - Legal and financial setup

  9. Reference the Appendices

  10. Templates Library - Email, proposal, and contract templates

  11. Example Proposals - Real proposal structures
  12. Glossary - Key terms and frameworks

Remember This

"Your ability to get paid is directly proportional to how well you understand what your client's outcomes are and how well you can demonstrate accountability for achieving them." - Jason Liu

The difference between $10K and $100K engagements isn't 10x more work—it's understanding 10x more value.

Start today. Your expertise is worth more than you think.


Ready to dive deeper? Start with Chapter 1: The Consulting Mindset →