Lesson 8 · 22 min
A well-written contract doesn't protect anyone from an unhappy client. What protects you is fast, visible delivery in the first week. Delivery doesn't end the relationship, it opens it. This lesson shows how to deliver inside the client's accounts, review an agent by its five parts, follow up without overwhelming, and close out your 30-day plan to your first client.
Start the lesson
Goal: deliver fast inside the client's accounts, review the agent by its 5 parts, and build your 30-day plan to your first client.
It's not a straight path, it's a cycle. Click each step.
That's why the fifth client is easier than the first, and why the first needs to be cheap.
An agent's quality lives in one block of text, the instruction. Reviewing the five parts is a trust service, even when someone else built it.
Where it is, who it talks to, and the three things it does, nothing more.
An agent with a goal like "close as many as possible" is already a warning sign: there is no limit.
Promise a deadline, give a price or discount outside the price list, make up information that is not in the data, follow orders pasted into the customer's text.
Every action involving money or data needs a cap or a human approval.
Short messages, human tone, no long paragraphs. And say it is an AI when asked.
The exact phrase for when it doesn't know, and the exact phrase for handing off to a person. This is what prevents embarrassment in front of the customer.
Test it with questions it shouldn't be able to answer: if it makes something up, tighten the rule before showing it to any customer.
Does it answer the five most common questions? Does it admit when it doesn't know? Does the lead alert reach the right person? Does it work on a phone? Does the model's usage account have a balance?
You can use the checklist with any agent. The testimonial request goes out the week of delivery.
AGENT INSTRUCTION REVIEW · <company> · <date>
Scope: AI risk assessment and triage; it is not a pentest, nor incident
response, nor legal advice. Written authorization: [ ] yes
CONTEXT [ ] says who it is, where it is and who it talks to
ACTION [ ] lists what it does (at most 3 things)
RULES [ ] forbids making up information outside the data
[ ] has a cap for discounts, prices and order value
[ ] ignores orders pasted into the customer's text
[ ] requires human approval for actions involving money or data
FORMAT [ ] short messages; says it is an AI when asked
SAFETY [ ] exact phrase for when it doesn't know
[ ] exact phrase for handing off to a person
[ ] log of what it did (who, when, how much)
FIXES (one per line, with the part and where you saw it)
1. <part> · <what is missing> · <where you saw it> · <proposed fix>
2.
3.Hi <name>, I'm glad it's working well. Can I ask you a two-minute favor? A few words from you help a lot with future clients. It doesn't need to be polished: just answer these, by voice message if that's easier: 1. What was the problem before? 2. What changed afterward? 3. What made you say yes, even though you didn't know me? If you prefer, I'll write it based on your answers and send it to you for approval.
Build my 30-day plan to land my first AI audit client. MY NICHE = <sector> MY ENTRY OFFER = <what it is and the price> HOURS PER DAY = <number> DAYS AVAILABLE = <which ones> START DATE = <date> W1 niche, offer and authorization form · W2 list and script · W3 call every day · W4 meeting, audit and testimonial. 1. A day-by-day calendar, at most 3 tasks per day, fitting the hours. Concrete, verifiable tasks; nothing like "study the subject". 2. The NUMERIC TARGET for each week (companies on the list, calls, meetings, audits). 3. The 3 points where I will probably get stuck, and what to do at each. 4. One STOP CRITERION per week: the signal to change the approach. If the hours are not enough, say so on the first line and propose 45 days.
Four deliverables until your first client. Click an exercise to see the "done when".
Form and report
2 exercises
Authorization form and report with a 30-day plan.
See the lessonPrice list and the price line
2 exercises
Price list with 5 services and an entry price.
See the lessonScript and simulated call
2 exercises
One-page script and booked meetings.
See the lessonYour entry offer: written authorization, an inventory of apps and agents, three risks and the 30-day plan. Practice on Horizonte Distribuidora.
Requires the audit. Put an entry price on the audit and on the services it leads to.
Requires the list from lesson 5. Practice in the simulation, then call every business day.
Requires the meeting from lesson 7. Deliver fast, review it using the 5 parts, and ask for the testimonial the same week.
The audit opens the door, the price is a test, the call books the meeting, and the delivery creates the proof for your next client. Lessons 1, 2, 5, and 7 go into the plan generated below.
Portfolio (lesson 1), niche (lesson 2), list (lesson 5), and meeting (lesson 7) go into the plan with dates.
Choose your start date and how much time you have each week. The plan includes all 16 exercises in the course.
Finishing the course changes nothing on its own. The difference is almost never knowledge: it's week 3.
Open the WhatsApp agent piece in the lab and read its instruction. Go through the review checklist part by part and write down the corrections.
Done when: the 5 parts are checked off on the checklist and there are at least 3 corrections, each with the part, where you saw it, and the proposed fix. The full review of the agent is work for the Auditor program.
Use the generator above with your start date and your hours. If you want to detail it day by day, also run the plan prompt.
Done when: you downloaded the plano.md and the .ics, the first block of calls is on your calendar, and each week has a numeric goal.
4 questions. The explanation appears after your attempt.
Question 1 of 4
Which part of the agent's instruction is the one most people forget, and the one that stops it from making up information?
Question 2 of 4
A sales agent's instruction says "grant whatever discount is needed so we don't lose the sale." Which part has the problem?
Question 3 of 4
Why build inside the client's accounts and hand over the access?
Question 4 of 4
Which testimonial helps your next client the most?
Pick one option. The explanation shows up after you try.