Guide · Dan Latham · Updated 16 September 2026

A sober path to a repeating AI book

Pick a job you can deliver twice. Dental receptionist, trades after-hours, venue viewing — one is enough. Price setup and a retainer. Use the same workspace for the second client. That is the roadmap. There is no funnel that skips the first live deployment.

Sequence

One vertical, one proposal template
First live Website Chat
First monthly insights review
Second client on the same motion
WhatsApp or AI Forms only when that client needs them

Ignore vanity MRR charts

Five well-retained clients beat twenty abandoned widgets. Count live clients and completed reviews, not demos sent.

Pick a solution

Jobs agencies can sell.

Solutions Pricing

White-label AI, under your brand Proposal structure for a client AI service No-code is not an operating model Outbound that names the job

Sell the service.

Keep the infrastructure.

Create an agency workspace