The guide

The AI Client Playbook

A step-by-step guide to landing clients with AI, written for freelancers, VAs, consultants and coaches who'd rather do the work than chase it.

Most AI advice stops at “ask ChatGPT to write a cold email.” This guide gives you the whole sales process around it: who to target, how to start conversations, how to follow up, and how to turn calls into signed clients. It's the same pipeline discipline I used to grow a company from $5M to $16M, sized for a business of one.

What's inside

1. 01

   Pick a client worth chasing

   Define your best-fit client and sharpen your offer so the right people say “that's for me.”

2. 02

   Build a prospect list with AI

   Use AI to research where your clients gather and build a short list of real people to contact.

3. 03

   Write outreach in your own voice

   Teach AI how you sound, then draft personal messages in minutes instead of hours.

4. 04

   Follow up without being pushy

   A simple multi-touch rhythm that keeps you top of mind and catches the “not right now” leads.

5. 05

   Turn conversations into calls

   Prep for discovery calls with AI research, and know which questions move people forward.

6. 06

   Proposals and pricing that close

   Draft clear proposals fast and handle the common objections with confidence.

7. 07

   Your 30-minute weekly pipeline routine

   A repeatable plan, with simple numbers to track, so client work never dries up.