Hire an AI service offer test planner

Everything it can hand back

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

• A free checker with its questions, score, what each band says and where to ask for the email
• Cost per qualified lead, which campaign wins and the friction to add, one lever at a time
• A stop rule and one qualifier line to use in the ad, page and form
• A cheap first piece, a booked second meeting and the pitch for your main offer

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: You sell a service or a high-ticket product and cold ads do not work.

• Free checker plan. The problem, up to five questions, the score rule, what each band says and where the email ask goes.
• Lead cost and friction plan. Cost per qualified lead, the winning campaign, friction to add one lever at a time, and a stop rule.
• Qualifier line. One line to use in the ad, the page and the form.
• Paid first step plan. A cheap first piece, its price, the booked second meeting, a no-show fee and the pitch for your main offer.
• HAND-BACK SUMMARY. Each step's file, any step not run, 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 Dharmesh Shah would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Plan the free checker. Names a problem the buyer may not know they have, cuts the questions to five, writes the score and what each band means, and puts the email ask after the result.
• Pause and run it. You build the checker and send ads or posts to it for one to two weeks. Note spend, sign-ups and how many fit your buyer.
• Set the cost per lead and the friction. Takes the checker plan and your numbers. Works out cost per qualified lead, says which campaign wins, adds friction one lever at a time and sets a stop rule.
• Design the paid first step. Takes the lead plan from the step before. Picks a part of your main offer that is useful alone, prices it low, books the second meeting and plans the pitch for the main offer.

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 turn-a-free-checker-into-leads-and-a-paid-first-step 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/turn-a-free-checker-into-leads-and-a-paid-first-step/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

• What you sell and who has the problem it fixes
• What a visitor could tell you that shows how big the problem is
• Your ad spend, sign-ups and how many leads fit your buyer, after a run
• Your main offer and its price
• Your brand brain (optional)

Tools and access

• Any good chat AI: Designing inputs and score bands is text work any strong chat AI handles.
• A form or quiz builder: A no-code form tool can run the design without custom code.
• Any good chat AI: This is text and number work that any strong chat AI does well with the skill.

Functions and deliverables

• Service offer test planner: Share your service and buyer context. Get a free-checker plan, a lead-cost rule after real results and a paid starter-offer draft.
  • A free checker with its questions, score, what each band says and where to ask for the email
  • Cost per qualified lead, which campaign wins and the friction to add, one lever at a time
  • A stop rule and one qualifier line to use in the ad, page and form
  • A cheap first piece, a booked second meeting and the pitch for your main offer
• Free diagnostic tool planner: Describe your buyer and problem. Get a free checker plan with inputs, scoring, result messages and a sign-up step.
  • The problem the tool will show, in one line
  • Three to five inputs a visitor can enter
  • The score logic and what each score band says
  • Where the email ask goes, and how the result leads to your service
• 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
• 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
• Dharmesh Shah: Plan useful marketing, compare ideas or clarify team culture using Dharmesh Shah’s public approach. Build a small test and focus on customer success.
  • Your problem worked on the way Dharmesh Shah would: their questions, their method, their push-back
  • The answer or the work, in Dharmesh Shah'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

• You sell a service or a high-ticket product and cold ads do not work.
• You have a free offer that brings in leads who never buy.
• You want a first step that is cheap but filters out bargain hunters.

Limits to check before starting

• Your product solves no repeat problem. Use a direct sales page, such as the Ad-matched landing page writer.
• Your buyers will not pay anything, even a small amount. Talk to a few of them first, or use the Customer needs finder.
• You only want to plan a better offer. Use the After-sale offer planner.

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's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Describe your service and buyer. State one problem you can really fix.
• When it pauses, build the checker, run it for one to two weeks and bring back your spend and sign-ups.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/turn-a-free-checker-into-leads-and-a-paid-first-step 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.