Client won't send onboarding info? A day-by-day chase
Most stalled AI client intakes are busy owners facing a form that looks like homework. Here is what to collect first, and the reminder sequence to run from day two to day eight.
The Lumina Sales blog
Updates, ideas, and practical notes from Lumina Sales on building and selling AI software.
Follow via RSSMost stalled AI client intakes are busy owners facing a form that looks like homework. Here is what to collect first, and the reminder sequence to run from day two to day eight.
Ask after the client has seen a number they like, not after the build ships. Here is the timing, the wording, why cash bounties backfire, and what a German bank study says referred customers are worth.
Run the audit on the prospect's own domain, pick one finding they can verify in thirty seconds, and open with that. Here is how the website audit node works, how to use it, and where it stops helping.
The catch is the limits: one published demo, 100 voice minutes, a five-minute call cap, and client builds priced separately at wholesale. Here is every limit, what happens at the cap, and who should skip it.
Lumina Sales tracks demo opens, calls and website audits. Here is which of those signals mean something, how to read them together, when to follow up, and where the tracking stops.
n8n's license lets you build and run workflows for clients on your own instance, but not host it for them or white-label it. Here is what n8n covers, what it leaves out, and when a white-label stack fits.
Nobody has bought from you yet and the prospect just asked who else you have done this for. Here is what to say, what counts as proof before you have clients, and the proof you are legally not allowed to invent.
Run the kickoff within 48 hours of signature and keep it to 30 minutes. Here is the agenda, what to send beforehand, and the questions that pull the owner's rules out of their head.
The fixed cost is $49 a month. The real number is the cash dip when your first client signs. Here is the month-one math at the cheap and expensive ends, and who should wait.
A first white-label AI demo takes about ten minutes, most of it spent choosing a subdomain and uploading a logo. Here is the setup order, what to have ready beforehand, and the limits to know before you start.
Nothing gets deleted. Your published demo unpublishes, every draft stays, and usage drops to zero until you resubscribe. Here is the full answer, including the part about client builds that nobody thinks to ask on the pricing call.
Most agencies get this backwards. Niche down on the selling and stay general on the building, because fulfillment is no longer what forces the choice. Here are five filters for picking a trade, what the AI adoption data says about which ones are open, and when staying a generalist is the right call.