Paul AI Solutions — Agency System

The Model

Two Revenue Lanes, One Team

Paul AI Solutions operates two acquisition channels from the same service stack. Direct clients prove the offer and build case studies. Agency partners multiply revenue without multiplying sales effort.

Lane A

Direct Clients

Paul AI Solutions sells directly to businesses. Full service delivery under Paul's brand. Direct client relationship, direct case study.

Problem-led outreach, not niche-specific
Cold email + A2P SMS (now approved)
LinkedIn and GHL community channels
Quick-win projects convert to monthly retainers
Each close builds a real case study

Lane B

Agency White-Label

Marketing agencies (like VisionPlay and Firerock) resell Paul's services under their own brand. They bring the clients. Paul delivers invisibly.

Agency marks up 40-80% above wholesale price
Paul operates under the agency's brand
VisionPlay and Firerock are live proof of concept
GHL community is the primary agency acquisition channel
One agency partner = 5-15 retainers

30-Day Market Test

Let the Market Pick the Winner

All 4 offers run simultaneously to separate outreach segments. No guessing which one resonates. Reply rate and calls booked are the only metrics that matter.

STEP 01

Segment the List

Divide contacts into 4 groups. Each group receives ONE offer only. No mixing, no bundling.

STEP 02

Run All 4 in Parallel

Cold email + A2P SMS for each offer. One landing page and one GHL pipeline per offer.

STEP 03

Track Calls Booked

The metric that counts: calls booked per offer. Reply rate is vanity. Booked calls is real signal.

STEP 04

Double Down on Winner

Week 4: the offer with the most calls booked gets primary focus, website hero, and the agency pitch.

Offer	Primary Target	Channel	Sent	Replies	Calls	Closes	Status
Database Activation Dead leads recovered via 2-way AI conversation	Agencies and businesses with 200+ contacts	Cold email + LinkedIn	—	—	—	—	Not Started
AR/Payment Chasing Automated escalating invoice follow-up	Home service businesses, B2B with net-30/60 terms	Cold email + A2P SMS	—	—	—	—	Not Started
SOP Generator Claude-powered process documentation	Scaling agencies, franchises, SMBs onboarding staff	LinkedIn + GHL community	—	—	—	—	Not Started
Sales Call Analysis AI call scoring and weekly coaching reports	Sales coaching businesses, roofing companies, agencies	LinkedIn + cold email	—	—	—	—	Not Started

The Offer Stack

4 Automations. All Deliverable Now.

Each offer solves a specific, measurable problem. Scoped to deliver in under 30 days. All built on GHL, Claude API, and VAPI.

01 / DATABASE ACTIVATION

Dead Leads, Recovered Revenue

"We have thousands of contacts in our CRM that never went anywhere. No one is following up on them."

Solution

AI-driven 2-way SMS and email that segments the list and runs personalized re-engagement conversations automatically

Deliverable

GHL segmentation campaign, AI conversation flows, hot reply pipeline, campaign results report

Timeline

14 days to first results

Best For

Any business with 200+ dormant contacts: agencies, home services, coaching, B2B

Direct Client

$1,200 – $1,800

One-time campaign

Agency Wholesale

$700 – $1,000

Agency marks up 50-80%

02 / AR/PAYMENT CHASING

Outstanding Invoices, Automated

"We have $40k sitting in unpaid invoices. Our office manager sent one email and stopped following up."

Solution

Escalating GHL follow-up sequence starting gentle, increasing urgency over time. Integrates with QuickBooks, Xero, or GHL invoices via webhook

Deliverable

GHL 5-touch sequence, webhook integration, overdue tagging, monthly recovery report

Timeline

7 days setup, first recoveries in 30 days

Best For

Home service businesses, B2B services, agencies with retainer clients on net-30/60 terms

Direct Client

$800 + $297/mo

Setup + monthly managed service

Agency Wholesale

$500 + $180/mo

Agency marks up 40-60%

03 / SOP GENERATOR

Processes Documented, Team Ready to Scale

"Everything is in my head. I can't bring on staff because nothing is written down and training takes weeks."

Solution

Claude-powered interview process extracts workflows from the owner or team lead and generates complete, structured SOPs with sections, steps, and a training library

Deliverable

Full SOP doc suite per department in Google Docs or Notion, with a training library index and placeholder screenshots

Timeline

1 week per department

Best For

Scaling agencies, franchises, SMBs actively hiring: especially agencies with multiple client workflows to document

Direct Client

$1,000 – $1,500

Per dept + $200/mo for updates

Agency Wholesale

$600 – $900

Agency marks up 40-60%

04 / SALES CALL ANALYSIS

Every Call Scored. Every Rep Coached.

"Our close rate is all over the place. Some reps close 40%, others close 10%. We have no idea what's causing the gap."

Solution

AI scores every recorded sales call against a custom rubric, identifies patterns, and generates a weekly coaching report with top clips and performance gaps

Deliverable

Call analysis pipeline, weekly scoring report, trend tracking, per-rep coaching summary delivered every Monday

Timeline

5 days to first report

Best For

Sales teams of 3+, roofing companies, sales coaching businesses, agencies managing client sales teams

Direct Client

$500 + $297/mo

Setup + monthly reports

Agency Wholesale

$300 + $180/mo

Agency marks up 40-60%

Agency Partner Program

Offer AI Automation. Without Building It.

Marketing agencies plug into Paul AI Solutions as their white-label automation department. They sell it. Paul builds and manages it. The client sees the agency's name on everything.

What Agencies Get

White-label delivery on all 4 automations. Paul operates invisibly. Every deliverable carries the agency's branding, not Paul AI Solutions.

The Margin

Agencies pay wholesale pricing (40-50% below direct rates) and mark up however they choose. Average margin: 50-80% on setup, 40-60% on monthly retainers.

How It Works

Agency sends a brief. Paul builds and manages. Results go back to the agency to present to their client. Turnaround: 5-7 business days per build.

Offer	Direct Price	Agency Wholesale	Agency Margin	Delivery Time
Database Activation	$1,200 – $1,800	$700 – $1,000	$500 – $800 per campaign	14 days
AR/Payment Chasing	$800 + $297/mo	$500 + $180/mo	$300 setup + $117/mo recurring	7 days setup
SOP Generator	$1,000 – $1,500	$600 – $900	$400 – $600 per department	1 week / dept
Sales Call Analysis	$500 + $297/mo	$300 + $180/mo	$200 setup + $117/mo recurring	5 days

Delivery Framework

What Gets Built and How

Every offer runs on the same core stack: GHL, Claude API, VAPI where relevant. No external dependencies Paul doesn't control.

Offer	Tools	What Gets Built	Ongoing Work
Database Activation	GHL Claude API A2P SMS	Segmentation tags, 2-way conversation workflows, hot reply pipeline, campaign report	Quarterly re-runs optional
AR/Payment Chasing	GHL Zapier/Webhook QuickBooks	5-touch escalation sequence, webhook from accounting software, overdue contact tagging, monthly recovery report	Monthly report + sequence tuning
SOP Generator	Claude API Google Docs Notion	Structured interview prompts, AI-generated SOP drafts, formatted doc suite, training library index	Monthly update retainer optional
Sales Call Analysis	Claude API GHL VAPI	Call scoring rubric, transcript analysis pipeline, weekly report template, per-rep performance dashboard	Weekly reports + monthly trend review

Lead Generation Strategy

How Each Offer Gets in Front of Buyers

One outreach approach per offer. Problem-led messaging, not niche-specific. FB ads after the 30-day test confirms the winner.

Database Activation

Target: Agencies and businesses with large contact lists

Cold email: "Your CRM has dead leads. We revive them in 14 days."
LinkedIn: Agency owners and GHL users with 500+ contacts
GHL community: Post a before/after campaign result as proof
A2P SMS: Follow up on warm email non-responders

AR/Payment Chasing

Target: Home service businesses and B2B SMBs

Cold email: "How much are you sitting on in unpaid invoices right now?"
A2P SMS: Follow up after cold email with no reply
LinkedIn: Finance and ops managers at home service companies
Facebook bookkeeping groups: Problem-aware audience already there

SOP Generator

Target: Scaling agencies and growing franchises

LinkedIn: "We document your team's processes in a week so you can hire without chaos."
GHL community: Direct pitch to agency owners actively growing their team
Cold email: Target agencies with 5+ staff that are currently hiring
Referral: VisionPlay and Firerock as first white-label case studies

Sales Call Analysis

Target: Sales coaching businesses and roofing companies

LinkedIn: Sales managers and sales coaching business owners
Cold email: "We analyze every call your team makes and tell you exactly why deals are dying."
Top Rep network: Warm referrals to roofing sales teams directly
A2P SMS: Follow up with roofing company owners from the TX list

Next 30 Days

Week by Week Execution

The 30-day test runs while delivery systems are built in parallel. No waiting for perfection before outreach starts.

Week 1

Build and Launch

Write one 3-touch outreach sequence per offer
Create one landing page per offer
Set up 4 GHL pipelines (one per offer)
Build contact segment lists for each offer
Launch all 4 cold outreach sequences

Week 2

Monitor and Adjust

Track reply rates and calls booked per offer
Adjust subject lines on lowest performers
Pitch SOP Generator to VisionPlay and Firerock directly
Post one LinkedIn piece per offer (problem-led)
Start first delivery if any close in week 1

Week 3

Double Down

Identify the 1-2 offers with highest reply rate
Double outreach volume on top performers
Pitch agency white-label program to 5 GHL owners
Close first paying client
Build delivery system for the leading offer

Week 4

Pick the Winner

Tally final numbers: replies, calls, closes per offer
Winner gets website hero and primary ad budget
Update tracker with real numbers
Plan FB ads for winner offer in month 2
Document first delivery as the case study

The Test Starts When the Outreach Does

A2P is approved. The offer stack is ready. The only variable left is the first message sent.

Start as a Direct Client Become an Agency Partner

2 Lanes. 4 Offers.30-Day Market Test.

2 Lanes. 4 Offers.
30-Day Market Test.