#170 · How Top AI Consultants Think

youtube ↗Cold Email

Do you have a video on the full cold email delivery for a guarantee of 20 book meetings in 60 days? Do you personally reply to leads, or hand them off? Should you stress clients to respond quickly?

Yeah, unfortunately unless you're slotting into a team that does cold email specifically, there's little reason to just work with you to build out and manage the system—you might work as a consultant but not handle the whole management side. It just doesn't work in practice; you've got to play the cold email game. People don't realize the layers involved and don't treat cold email leads like gold, so you can't just sell the system and have them self-manage it. Unfortunately, you do it, train them on it, and over several months they can learn to operate it and then you can pass it off. But if you're doing a guarantee offer—which I do—then best to treat you as an API endpoint: they give you money, you give them the result. To make sure the client doesn't see you stop sending emails, I'd assume they'd worry after seeing 10 uninterested emails. Yes, absolutely. So I use AI to filter those out: when I get a reply, I use an instantly received webhook or smart lead reply webhook, filter it with AI to see if it's interested, and if so, pass it through to their Slack with a formatted message saying, 'Hey, we just generated you a new lead. Here's their information.' I do the same for every booked call; the Slack channel ends up being nothing but wins. Hopefully that makes sense. All right, just a little under the weather again. Full cold email delivery—I've made videos on this before, though I don't know which one. Thanks for the value. Do you currently use only ClickUp to set up CRM? When you build a custom CRM, do you build a sub base as a back end? Yeah, it's almost entirely ClickUp; I don't use Superbase as a back end—it's a custom database, and I don't really care about that. Is Lovable secure enough to use your client solutions, not just as a prototype? No, it's definitely not secure enough to use as a client solution on its own. We see this because a lot of these vibe-coded apps are getting hacked—like the T app, which released hundreds of thousands of women's profile pictures, email addresses, locations, and photos online. This happens because these systems are often vibe-coded, and we're seeing more of them get hacked. So I wouldn't use a vibe-coded app to deploy a live solution with a database, user login, etc. If it's just a simple front end visualizing non-valuable data, that's fine, but if you want to make somebody an app, don't do that.

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Related answers

youtube ↗Lead Generation

What is your strategy for finding clients or leads for a content creation and scheduler app targeting small businesses and social media agencies? Should I focus on SMBs, agencies, or both using cold email outreach?

Great question. I should make it abundantly clear that when you have a hammer, everything looks like a nail. My hammer is cold email, so I try to solve every problem with it. Cold email isn’t always the most effective marketing method, but it’s like a video game where you keep playing the main character because you’re best at it. I would definitely use cold email. I’d start by pitching these SMA agencies. I’d go to Apollo and filter for 1‑11 staff, looking for digital marketing, digital agency, or creative agency. I’d use the OR operator to pull as many as possible—probably a list of 30 k to 50 k in the United States alone. Then I’d blast out my offer with the software, giving a free demo. I’d position it as if I’d read the person’s whole life story and built the software just for them. I’d mention that I’ve been following what they’re doing at [their company] and that I used to run a digital marketing agency (maybe I still do). I’d share that I’m suffering from XYZ problem and that this software is the solution I came up with. I’d want to put it in front of them to see if it has value. I’m 100 % confident that running their clients through my system will generate outsized returns, so much that I’m willing to guarantee it and give it away for free just to hear their thoughts. If they’re open to a quick call, we could jump on it. I’d approach this at the higher‑agency level, positioning myself as an agency owner talking to agency owners, not as a SaaS person trying to sell something. I’d get on as many calls as possible and frame them almost as partnerships: give them a trial of the software, let them solve their current problems with it, then use that feedback to improve the software faster and better. Once I have a ready‑to‑go version, I’d charge premium prices. And yes, I’d go straight cold email, starting with agencies because they tend to have more money than SMBs.

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youtube ↗AI & Automation

Can you make a video (or do you already have) an AI autoresponder for instant cold email campaigns?

I’m not sure I’ll make a video, but I’ve always been skeptical about setting up an autoresponder that replies instantly. I get it—if a message comes in at 4 a.m., I won’t be around to answer, but during business hours a lead is money on a silver platter, and you should respond yourself right away. Even a 1 % edge over an AI in response quality is the whole business. I haven’t covered this in a video because I don’t want people to waste time on a system that often underperforms and adds complexity. Still, I’ll walk you through a simple setup: grab an instant webhook (e.g., from Make.com), which will give you the lead’s email, name, company, website, phone, and the reply text. You don’t need an extra API call; the webhook includes the email body. You can then feed that data into a language model—most people try Retrieval‑Augmented Generation (RAG), but I’d just use a prompt with a model like GPT‑4, prepend a few thousand tokens describing your business, products, and example replies. The model can generate a response and send it via Gmail. In my opinion, this isn’t a great idea; it’s far more effective to answer the inquiries yourself. A single lead can be worth $5‑10 k, and using AI could drop your close rate by about 10 % if it makes mistakes. That risk isn’t worth it.

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youtube ↗AI & Automation

I'm creating automations for a warehouse management system with ~4,000 SKUs but have no WMS experience. Should I treat it like a CRM?

No, you're absolutely right—warehouse management systems, enterprise resource planning, and inventory management systems are essentially dressed-up CRMs. If you understand how spreadsheets work, you'll understand how WMS and similar systems work; their UX is often clunky, but that's fine. Regarding VR 180 cameras: they're stereo cameras with a wide field of view that feel immersive in a VR headset; still early days with resolution needing work, but they could become a big industry in 5–10 years. I haven't used them yet, but they look exciting—two lenses recreating human field of view. I film them with OBS Studio. On your AI automation ideas for cold email: AI meeting note‑taking that sends key subjects and actionable steps to participants and updates the CRM is great. Automated email tagging and filtering is great. An AI concierge for Airbnbs and hotels answering common questions is reasonable. I'm not aiming to become a millionaire; I just want to sell simple sub‑$1K services to get off the ground. For mailboxes, I wouldn't recommend Hostinger for cold email—there's a reason big players avoid it. I'd suggest Zapmail at about $3.50 per mailbox (up to 10 or 100 mailboxes), which also handles DNS setup. Regarding pivoting into AI and automation: if I didn't think it made sense, I wouldn't be making videos about it all day, so my work already shows it's a good move. On starting an agency with no clients: outreach isn't a simple yes/no; it's about volume. How many outreach pieces did you send? How many Upwork or freelancer applications? How many community posts? How many people have you talked to, and over what time? If you haven't done enough, it's not that you're not good enough—it's just that you haven't put in the reps. Expecting results without sufficient effort is unreasonable. Why people fail to make money online: mostly because they can't stick with something long enough to see results. They expect success after a few days or weeks, like learning piano to a concert level in two weeks—impossible. You need years of effort; don't compare your chapter one to someone else's chapter 100. On hiring versus doing it yourself: hiring someone on Upwork or Fiverr to build templates isn't more efficient if your metric is cost or time, because you pay for work you could do yourself and add communication overhead. The only real efficiency gain is doing less of the work you dislike, but at this stage I'd optimize for making $100K rather than avoiding work you enjoy. On growing a coaching business: first, stop over‑analyzing your 'why' and start acting. Determine a set of daily revenue‑generating activities you can do every day for the next year that will drive the results you care about—financial goals. Define what you're selling (information/coaching). Put your offer in front of people, articulate how it solves their problems, and improve the offer as you deliver it. Learn and deliver in tandem. Reinvest profits to systemize outreach, lead gen, and sales, freeing time for systematization and growth. For example, join school communities and each day respond to ten women with health‑improvement suggestions, then move conversations to DMs, calls, and present your coaching offer. As you earn money, you can make the process more sophisticated.

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youtube ↗Lead Generation

When running a cold email campaign for a client, who should manage the inbox and replies—me or the client, especially with a big time zone difference?

Either way, my recommendation is to containerize your entire offer into an ongoing service where the client pays you a set amount and you return a booked‑meeting package. This is essentially lead generation, not just handing over an AI automation system. Clients often don’t know how to turn an opportunity into a lead or appreciate the value of leads, so they need you to build the system for them. You can take the cold‑email templates and systems you already use to acquire clients and duplicate them for the client—highly leveraged, scalable, and you can add AI‑based auto‑reply features. Containerizing means bundling all the steps (Apollo search, lead scraping, Google Drive upload, etc.) into a single service where the client only sees the money‑in, money‑out exchange and a multiple on their investment. Many agencies discover this approach organically; it’s worth systematizing.

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