Hire an AI new buyer offer planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A pick of premium, free or discount first step, with the reason and what must be true
• Cost per qualified lead, with handling cost, and the friction to add one step at a time
• A cheap first piece, a booked second meeting and a no-show fee, if you choose discount (check local rules on card taking and no-show fees first)
• A ladder of what buyers buy next
• A small test with a win rule written before you start

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: Too few people respond to your offer.

• Step 1: front-end-offer-picker. A pick of premium, free or discount first step, with the reason and what must be true.
• Step 2: lead-cost-and-friction-planner. Cost per qualified lead with handling cost, and the friction to add one step at a time.
• Step 3: paid-first-step-planner. A cheap first piece, a booked second meeting, a no-show fee and an upsell, if you chose discount.
• Step 4: value-ladder-planner. The offers buyers buy after the first step, from the main offer to higher and smaller steps.
• Step 5: small-test-and-rollout-planner. A small test with a budget, a time and a win rule written before you start.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Alex Hormozi and Gary Halbert would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Choose premium, free or discount. Scores the three routes against your volume, cost, cash, proof and rules, and picks one with what must be true.
• Set the cost and the friction. Counts qualified leads per dollar with handling cost, diagnoses a weak response and adds friction one lever at a time with a stop rule.
• Plan the small paid first step. Picks a standalone piece to discount, takes the card and books the second meeting, and sets a no-show fee.
• Plan what buyers buy next. Maps the offers that follow the first step, from the main offer to a higher and a smaller step.
• Test it small. Sets a small test with a budget, a time and a win rule written before it starts.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id first-offer-new-buyers only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/first-offer-new-buyers/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your offer and price
• Your lead numbers, such as spend, leads, how many qualify and how many buy (optional)
• Cash you can spend while you learn
• Time it takes to handle one lead
• Any rules on free offers where you sell

Tools and access

• Any good chat AI: This is text and number work that any strong chat AI does well with the skill.
• Any good chat AI: Ordering offers and writing the move-up is text work any strong chat AI handles.
• A spreadsheet: Lets you see sales, price and next purchase by rung.
• Any good chat AI: Showing the sums step by step is text work any strong chat AI does well with this skill.
• A spreadsheet: Lets you check the sums and keep the result table for each test.

Functions and deliverables

• New buyer offer planner: Compare premium, free and discount entry offers. Plan lead costs, next offers and a small test before rollout.
  • A pick of premium, free or discount first step, with the reason and what must be true
  • Cost per qualified lead, with handling cost, and the friction to add one step at a time
  • A cheap first piece, a booked second meeting and a no-show fee, if you choose discount (check local rules on card taking and no-show fees first)
  • A ladder of what buyers buy next
  • A small test with a win rule written before you start
• First purchase offer planner: Pick your best first step: premium, free or discount. Scored on your lead costs, cash and proof, with a plan to move up.
  • A score for premium, free and discount, fact by fact
  • The pick, with the reason and what must be true for it to work
  • The facts that would change the pick
  • When and how to move to a higher-priced start
  • Two tests with a spend, a time and a win rule written first
• Lead generation cost planner: Plan your lead cost per qualified lead with handling cost included. Add friction one step at a time, with a stop rule and a qualifier line.
  • Cost per qualified lead for each campaign, with and without handling cost
  • A diagnosis if few people respond
  • The friction levers in the order to try, one at a time
  • A stop rule and the qualifier line to repeat
• Paid introductory offer and follow-up planner: Share your main offer and lead plan. Get a paid starter offer, booking steps, fee terms and a follow-up pitch.
  • The piece to discount and its price
  • The booking sequence with the card taken and the second meeting set
  • The no-show fee wording
  • The upsell plan and the numbers to watch
• Value ladder planner: Turn what you sell into a value ladder: a free first step, rising rungs, what moves buyers up and the one rung to fix this quarter.
  • A ladder of rungs from free or low to top tier
  • The result and price of each rung
  • What moves a buyer from one rung to the next
  • The one core path and the single rung to work on this quarter
• Small test and rollout planner: Plan a small ad test you can afford to lose. Give it your offer, price and costs. You get the break-even response and a rule to roll out or stop.
  • The sums, each figure sourced or labelled as an assumption
  • The break-even response
  • A test size and the one thing to change
  • A result table and rules for second test, rollout or stop
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Alex Hormozi: Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.
  • Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back
  • The answer or the work, in Alex Hormozi's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Gary Halbert: Rewrite a sales letter in plain personal language using Gary Halbert’s recorded habits. Make the offer concrete and the next action clear.
  • Your problem worked on the way Gary Halbert would: their questions, their method, their push-back
  • The answer or the work, in Gary Halbert's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Too few people respond to your offer.
• Your cost to win a customer is higher than you can afford.
• You are entering a market where you have no proof yet.
• Free sign-ups do not book or show up.

Limits to check before starting

• You have no paid option to sell yet: first build an offer people want, then come back.
• Your lead numbers already meet your win rule: use a standard lead magnet or a direct sale instead.
• You want to add extras to an offer you already sell: use the Offer bonus package builder.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It holds HANDOFF.md plus one skill file for each step.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Share your offer and whatever lead numbers you have. Missing numbers are marked, not invented.
• If it picks free, skip the paid first step. If it picks discount, run it. Check your local consumer rules on taking a card and charging no-show fees first.
• Run the test for the time it sets and compare to the win rule before you scale.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/first-offer-new-buyers for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.