TVG // Consulting
The AI AdvisoryPlaybook
Build TVG’s AI & Automation practice around Claude, Make.com, and Power Automate. Educate clients. Run webinars. Sell a 90-day roadmap.
v1.0 · June 2026
Field Manual
6-Week Build
Internal Use
The Brief
Build TVG’s AI & Automation advisory practice around Claude, Make.com, and Power Automate. Educate clients. Run webinars. Unpack pain points. Demo working automations. Sell a 90-day roadmap. No fluff, no vendor lock-in, no $5K courses.
01
execution sequence
The 6-Week Build
1
Week 01
Absorb the model
Watch Liam Ottley’s top 10 client-acquisition videos. Watch Nate Herk’s 5-step framework. Read MindStudio’s ladder articles.
2
Week 02
Build the offer ladder
Adapt MindStudio’s pricing tiers to TVG. Lock in: $500 Readiness Audit · $1.5K Process Mapping · $2.5K Quick-Win Build.
3
Week 03
Pick 3 verticals + build demos
Pull top 3 verticals from HEFFL. Build one working automation per vertical (Claude + Make + Power Automate).
4
Week 04
Run the first webinar
Invite existing client base. Topic: “How [Vertical] Businesses Reclaim 10 Hrs/Week with AI.” Live demos. Soft pitch the Audit.
5
Week 05
Convert to paid audits
Run 3–5 paid AI Readiness Audits at $500. Deliver written report. Hand-off to Process Mapping upsell.
6
Week 06
Productize what worked
Document the 2 best automations as reusable templates. Build the 90-day pilot offer. Schedule the next webinar.
02
where to learn
The Curriculum
Tier 1YouTubewatch first, watch often
Liam Ottley
730K subs · NZ
The single best free education on selling AI automation to businesses. Niching, offers, sales calls, scoping. His free Skool community ranks #5 on the entire platform — 60+ hours of structured training, 50+ templates, weekly Q&A.
YouTube → youtube.com/@LiamOttleyFree Skool → skool.com/learn-ai
Nate Herk
800K subs · Chicago
No-code AI automation tutorials. Specializes in n8n & Make.com. Best resource for actually building the demos you’ll show in your webinars. His 5-step framework for client acquisition is the second-best free playbook after Liam’s.
YouTube → youtube.com/@nateherkFree Skool → skool.com/ai-automation-society
Helena Liu
ProductCamps
Practical AI & automation for non-developers running businesses. Strong on workflow design and ChatGPT/Claude integration. Trustpilot reviews call out clarity for non-technical learners — useful when you train clients later.
YouTube → youtube.com/c/ExamsPM
Tier 2Frameworks & Pricing Playbooks
MindStudio Blog — The Ladder Framework
mindstudio.ai
The single best free article on how to price & sell AI consulting. Read both ‘Ladder Framework’ articles back-to-back. Adapt their service tiers to TVG verbatim — they’ve already done the pricing research.
Ladder article → mindstudio.ai/blog/…ladder-frameworkPricing tiers → mindstudio.ai/blog/…hours-ladder
Anthropic Academy — Official
anthropic.com
18 free courses with official Anthropic certificates. Tracks for non-technical users, general Claude users, and developers. Advisory board chaired by Rick Levin (former Coursera CEO). Put these certs on your proposals — they carry weight Udemy can’t match.
Academy → anthropic.skilljar.comLearn hub → anthropic.com/learn
Business of Tech — Dave Sobel
Daily podcast · MSP/IT services
10-minute daily podcast on MSP/IT services with weekly AI coverage. Zero vendor bias — Dave owned and sold an MSP. The $12/month Insider tier includes a ‘Monthly Insider Brief’ you can repurpose into client newsletter talking points.
Podcast → businessof.tech
Tier 3Tools & Ready-to-Use Templates
n8n Workflow Library
n8n.io · Community
10,000+ pre-built automation workflows from the n8n community, including 1,100+ specifically for IT Ops. Download, configure, demo. Self-hostable, no per-task pricing.
All templates → n8n.io/workflowsIT Ops → n8n.io/workflows/categories/it-ops
Make.com Case Studies
make.com · SMB examples
Real small business automation examples with named companies and outcomes. Use these as social proof in webinars. Make’s blog also has hundreds of vertical-specific automation patterns.
SMB stories → make.com/en/blog/…small-business
Microsoft Power Platform Case Studies
microsoft.com · Official
Official, citable case studies showing measurable ROI. Use the Forrester TEI study (112–457% ROI) on every Microsoft 365 / Power Automate proposal. The Compete366 + DSG dealer onboarding case is a strong vertical example.
Case studies → learn.microsoft.com/…case-studies
Anthropic Customer Stories
anthropic.com · Citable proof
Citable case studies for Claude. Highlights: Tidio (71% support automation, 700% adoption growth, 2M conversations); UiPath + Claude (Clipboard AI replacing copy-paste data entry); medical records 70% faster intake.
Customers → anthropic.com/customersTidio deep-dive → anthropic.com/customers/tidio
03
monetize the audit, not the deck
Your Service Ladder
Step 01 · Wedge
AI Readiness Audit
$500 – $2,000
Structured review of workflows, tools, and data. Identifies where AI/automation has the most impact. Delivered as a written report. Easy yes — under most procurement thresholds.
Step 02 · Discovery
Process Mapping Session
$1,000 – $1,500
Half-day working session. Map 3–5 client processes. Identify automation candidates. Score by impact and feasibility. Produces a prioritized backlog.
Step 03 · Proof
Quick-Win Build
$1,500 – $2,500
One focused automation built in 1–2 days. A Claude email triage agent. A Make.com lead-routing flow. A Power Automate doc generator. Live, working, measurable.
Step 04 · Scale
90-Day Pilot + Retainer
$5K setup + $1.5–3K/mo
Assessment (30d) → Pilot two automations (30d) → Scale & govern (30d). Monthly retainer to maintain, monitor, and expand. Recurring revenue lock-in.
04
show, don’t tell
60-Minute Webinar Blueprint
Talk Track · Repeatable Format
“How [Vertical] Businesses Reclaim 10 Hours a Week with AI”
00:00 – 05:00
Hook + promise
If you spent 20 hours last week on tasks a $200/mo AI tool could do in 20 minutes — this hour is for you. State the time-back promise.
05:00 – 15:00
The pain story
Three vertical-specific pain points with hours/dollars quantified. Use HEFFL data + Make/Microsoft case studies for credibility.
15:00 – 35:00
Live demos × 3 — the heart of the pitch
Demo 1: Claude — email triage / document workflow · Demo 2: Make.com — cross-app trigger flow · Demo 3: Power Automate — Office automation. Each: Before screenshot → live build → After.
35:00 – 45:00
The 90-day roadmap
Walk the room through your service ladder. Assessment → Pilot → Scale. Three quick-win examples specific to the audience’s vertical.
45:00 – 55:00
The offer
AI Readiness Audit, limited slots. Process Mapping Session as the natural next step. Names, prices, deliverables, deadline.
55:00 – 60:00
Q&A and close
Booking link in chat. Pre-screen for the Audit. Follow up within 24 hours with a personal recap email and the proposal.
05
use these in every webinar
Citable Proof
Anthropic · Tidio
Tidio automates customer support at scale with Claude
Microsoft + Forrester TEI
Microsoft 365 Copilot ROI study
Anthropic · UiPath
Clipboard AI replaces manual data entry
Marketing Automation · Multi-Source
SMB automation outcomes
06
don’t violate these
Selling Rules
01
Pain first, tool last. Open with “What are the 8–10 things affecting your business right now?” Let them list the bleeding. You map the AI fit afterward.
02
Speak ROI, not jargon. Show Before (hours and dollars lost) → After (recovered). C-suites buy reclaimed time. Not “agentic workflows.”
03
Don’t automate broken processes. Simplify first, then automate. Otherwise you’re scaling chaos and they blame the AI.
04
Always show a control panel. Build a dashboard the client can monitor and override. Removes the “runaway AI” fear that kills deals.
05
Charge for discovery. A $500–$2K Audit is paid discovery. It commits them. Free strategy calls signal you’re commodity.
06
Pilot before retainer. A 30-day pilot with a defined success metric is the reference point for everything after. Skip it and you’ll lose to scope creep.
07
One vertical at a time. Build for one industry, prove ROI, productize the templates, then move to the next. Generalists lose to specialists in this market.