AI Chatbot Agency
for Local Businesses
Build the bot. Land the client. Keep them.
Free preview
What this walkthrough gets you
You will build and look after AI chatbots for local businesses such as HVAC companies, dental practices, law firms and med spas, and get paid a monthly retainer to keep them running. The build takes a few focused days, and free trials carry you until a client pays, with about $115 a month in tools once you are running. Protect an hour a day for outreach and the walkthrough puts your first client 30 to 45 days away, with each client taking about an hour a month after that.
Members only
Walk the whole business, step by step.
This walkthrough and the other 20, for one payment of $99. Every step, every tool with its price, every script and template as a download, and Ray beside you the whole way. New walkthroughs are included for life.
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Every chapter and every step
The full walkthrough · 18 chapters
- Before You Read This
- Start Here
- 01: Reality Check
- 02: Niche Selection
- 03: Tool Stack & Account Setup
- 04: Core Bot Architecture: The 5 Functions
- 4A: Great vs. Mediocre, Side-by-Side
- 4B: Tone & Customization by Niche
- 4C: Edge Cases & Fallback Design
- 4D: QA, Testing & Debug
- 4E: Demo Strategy
- 05: Legal & Compliance
- 06: Offer Architecture
- 07: Client Acquisition: 5 Paths
- 08: Client Operations
- 8B: Case Study: 12-Month Operator Journey
- 09: Progress Markers & Course Correction
- 11: Tools, Resources & Sources
In Steps · 16 steps
- Set up1Pick one niche, and commit to it for ninety days.
- 2Set up your three core tools, free to start.
- 3Start the outreach clock today, while the bot is still unbuilt.
- Build4Build the five bot functions in Voiceflow, with every line the bot says written for you.
- 5Build one universal fallback, so the bot never dies on an unknown.
- 6Test it to destruction, before any prospect sees it.
- 7Build one polished demo bot per niche, and reuse it for every prospect.
- Sell8Set your offer around value, with the pricing and the guarantee written for you.
- 9Run outreach at volume, every single day, with the exact emails written for you.
- 10Run the demo call in three acts, and close on the guarantee.
- 11Close the first client, and put everything in a signed agreement before you build.
- Deliver and keep12Run a tight 30-day onboarding, so the bot is live and capturing by day 7.
- 13Automate the weekly lead report on day one of every client.
- 14Retain relentlessly, because retention is the whole game.
- Profit and scale15Reach profitability, then prove it's repeatable.
- 16Scale by repeating the niche, then graduate toward an asset.
Included
3 downloads, ready to use
- AI Chatbot Agency Starter WorkbookNiche scorecard, expense tracker, client pipeline, and 12-month MRR projection
- Outreach Scripts, Templates & Service AgreementCold email sequences, objection scripts, proposal template, and service agreement
- Client Onboarding & Delivery Checklist30-day deployment checklist, maintenance cadence, chatbot QA test script
Your guide inside
Ray walks it with you
Inside every walkthrough, Ray goes through the steps with you. He points out what matters at each step, saves your place when you step away to a tool, and answers the questions people ask most: 22 ready answers for this walkthrough.
Let's build this together — one move at a time. I'll only jump in when it actually matters.
- Ask Ray: Can I do this if I'm not technical?
- Ask Ray: Which niche should I pick?
- Ask Ray: What tools do I actually need?
- Ask Ray: How do I get my first client?
- Ask Ray: How much should I charge?
Direct support
Stuck on an idea or a build? Email us.
Members can write to us directly about their ideas and their builds, at
Members only
Walk the whole business, step by step.
This walkthrough and the other 20, for one payment of $99. Every step, every tool with its price, every script and template as a download, and Ray beside you the whole way. New walkthroughs are included for life.
Get every walkthrough · $99Already a member? Sign in