611 - From CRM to Agents: How SaaS Consultants Can Sell Bigger Deals with AI

 

Too many SaaS Consulting Partners are stuck in wait mode. Waiting for Salesforce or HubSpot to drop the perfect AI feature. Waiting for clients to ask the right questions. Waiting until they feel “ready.”

Meanwhile? They’re missing the highest-margin opportunity since CRM implementations first exploded: custom AI agents.

In this episode, I break down a simple, repeatable way to turn agents into a new revenue stream—without building anything from scratch, becoming a prompt engineer, or replacing your existing stack. You’ll walk away knowing how to identify agent opportunities, pitch them, and package them into $10K–$50K+ services.

Resources and Links

It means a lot to me and to the guests. If you enjoyed listening then please do take a second to rate the show on iTunes.  Every podcaster will tell you that iTunes reviews drive listeners to our shows so please let me know what you thought and make sure you subscribe using your favourite player using the links below.

Listen to one of these next ...