IDEASBERG_

INDEX / AI SERVICES

VERDICT: BUILDBERG SCORE 80/100

AI Concierge Retainer (Done-With-You Claude Coaching)

Charge small business owners $1,200–$2,000/month for two 45-minute Zoom sessions per month where you teach them to build Claude skills and automate their workflows, generating $1,000+/hour effective rate.

01 THE IDEA

The AI Concierge is a monthly retainer offer sold as an upsell after the $999 AI Tools Assessment. Clients pay $1,200–$2,000/month for two 45-minute screen-sharing sessions where the consultant walks them through building Claude skills (custom AI workflows inside Claude's Projects feature) specific to their business processes. The engagement uses an AOA framework — Audit (how they do it today), Optimize (cut unnecessary steps), Automate (build a Claude skill). Between calls, clients get unlimited Voxer messaging with a 12-business-hour response SLA, which carries high perceived value but almost zero actual usage in practice.

The model generates recurring revenue (MRR) rather than one-time project fees, and the effective hourly rate is $1,000+/hr (1,500/month ÷ 1.5 hours of calls). The first call focuses on foundation-setting (connecting tools, creating context files, global instructions) via a guided Claude plugin the consultant provides. Subsequent calls systematically audit and automate each client workflow. A Notion hub updated after every call documents accomplishments and reinforces perceived ROI, reducing churn. Creator reports hitting $8K MRR within 10 days of launching the offer with 5 clients.

02 THE NUMBERS

EXPECTED ARR

$72K – $288K

INITIAL INVESTMENT

$300 + 15h

MONTHLY BURN

$150 + 20h

AUTOMATION

2/10

COMPETITORS

5 · GROWING

SKILLS

Claude Projects / skills building, Business process mapping (AOA framework), Consultative relationship management, Teaching / coaching adults, Notion or similar client hub management

03 THE VERDICT

An effective hourly rate of $1,000+ with only 1.5 hours of active work per client per month is an extraordinary ratio for a service business — and the MRR structure means income is predictable. The main risk is client churn once they feel 'good enough' with AI, but systematic workflow coverage and the Notion accomplishment tracker mitigate this well. The ceiling is real (hard to scale past 8-10 clients solo), but at $2K/client that's $20K MRR for roughly 15-20 hours of work monthly — an excellent lifestyle business that can fund hiring or productization later.

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04 THE FIELD

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