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Hey there,
We’ve covered a lot this week:
- Monday: My $1.9M Client Story & The ROI Problem Journey
- Tuesday: ROI with AI | The PROOF™ Process (understand the model)
- Wednesday: $400K/yr consulting case study | What they paid for
Now, it’s your turn.
Today, I’ll show you how to start making the ROI with AI | PROOF Process™ your own with a simple worksheet.
As strange as it sounds, I’ve found these sorts of brainstorms to work better if we go old-school analog with a pencil and paper.
So, I’ll keep the worksheet simple and effective.
Simple: You’ll be able to rapidly sketch it on a piece of paper in your home office, coffee shop, or in your favorite digital notes app.
Effective: You’ll see how I fit my $2,475 > $400K/yr biz model into it.
No long email today. Just a quick example, then template, then how to do it from a consultant and owner-operator perspective.
Let’s get into it:
That’s it.
Crazy, but having an ‘ROI growth plan’ could be the difference between someone like Dave saying “this might have been a one-off $2,475 project” and me invoicing close to $2M over a few years.
Naturally, everyone’s mileage (read: results) will vary, but like the old saying goes, if you fail to plan, you plan to fail.
Now, it’s your turn.
Ah, before I forget, I did promise I’d share how to think about this depending on what camp you’re in right now:
1 - Consultant: You’ll want to keep this focused on your business model (especially if you’re an experienced consultant) - that means writing down however you do things now in the “Existing Projects” column. Then, you’ll want to fill out how you’d do things differently if you effectively re-engineered your business model.
If you’re an aspiring consultant, then you can just fill out the “future” project plan - which gives you a roadmap of how to evolve your ‘menu of services’ in a way where each leads to the next one. This ultimately increases your client lifetime value (and makes it easier to talk about what you do at every step of the way).
2 - Owner Operator: Imagine that you’ll be doing this in-house, even if you plan to hire an AI consultant. Sketch how you do things now and how you could be doing things if you applied our ROI with AI | PROOF Process™.
It’s fine to write down things like “N/A: We don’t do this or think about this” for sections that fall under “existing projects”. That in itself reveals gaps that you may have otherwise missed - which is a diagnostic win, because then you can just fix that in the “future” column.
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Alright my friend, time to grab that pencil ✍️
And, if you’re feeling extra inspired, hit reply and show me your work |