Live online workshop · Tuesday, July 28, 2026
The AI Advantage — for the business you already run.
See exactly how the smartest office owners are using AI to recover $85,000+/year hidden in their existing client book — without new hires, without technical skills.
✓ 2-hour intensive · ✓ Live Q&A · ✓ Real system built live · ✓ 100% money-back guarantee
3–8×
more revenue in your existing book than new marketing typically brings in
Books we've analyzed
21×
more likely to qualify a lead when you respond within 5 minutes vs. 30
Harvard Business Review
78%
of customers buy from the company that responds first
Lead Connect / InsideSales
~50%
of inbound leads never get followed up with — even once
Industry benchmark
The problem
You’re sitting on a book of clients you barely work.
Most owners already have hundreds — sometimes thousands — of past clients. They trust you. They already bought from you once. And yet most of them hear from you once a year, maybe less.
Every consultant sells you “more leads.” Nobody helps you work the ones you already have. That’s what this workshop is about.
Where the recovered revenue hides
% of total
Missed cross-sells
38%
clients with one product who'd buy a second
Dormant renewals & reactivation
27%
lapsed policies, once-a-year clients
Missed & after-hours calls
22%
callers who dial the next result
Quote follow-up drift
13%
quotes sent, never chased
Illustrative mix from owner-run books we’ve analyzed — your split differs, and computing your number is part of the workshop.
What you’ll learn
The 4-phase system that recovers $85,000+/year from your existing book.
Built from working with real owner-run tax, insurance, legal, and title offices. The same framework applies whether you serve 500 clients or 5,000.
Capture — never miss a lead again
- Voice agents that answer every call 24/7 — after hours, lunch, when you're with another client
- Instant text-back for missed calls, in the same tone your team uses
- Calls captured vs. lost, tracked automatically
Sell — turn quotes into closes
- Pre-filled quote intake from the client's existing profile — no re-typing
- Automated follow-up on every quote sent, until they respond
- Analytics on which quotes convert, which don't, and why
Nurture — keep past clients coming back
- Automatic renewal reminders at 90, 60, and 30 days out
- Life-cycle agents that stay in touch between transactions
- Reactivation campaigns for dormant clients — the “I forgot they existed” list
Monetize — cross-sell systematically
- A cross-sell engine that flags which clients are candidates for which products
- A prioritized daily call list: Auto → Life, Tax → Insurance, Individual → Homeowners
- Same conversations, 3–4× the revenue per client
The evening, minute by minute
Two hours. No filler.
Every segment builds something you can see. By 9:00 PM you know exactly what your book is worth and what to build first.
Reserve your seat — $45- 7:00Welcome + the $85K frameworkWhy the money is in the book you already own — and how to compute your number.
- 7:15Phase 1 · CaptureVoice agent + missed-call text-back, configured live in front of you.
- 7:40Phase 2 · SellQuote follow-up that never forgets — the sequences that chase until they answer.
- 8:00Phase 3 · NurtureRenewals at 90/60/30 days and the reactivation campaign for your dormant list.
- 8:20Phase 4 · Monetize + live book demoThe cross-sell engine opened on a real 1,000-client book — with the dollar figure computed live.
- 8:40Q&A — your numbers, workshoppedBring your client count and your #1 dropped ball. We work through real examples.
- 9:00Wrap + your materialsWritten summary, slide deck, and cheat sheet hit your inbox within 48 hours.
Live build demo
You’ll watch a real system built live — not slides.
At the workshop we open a real dashboard connected to a real book of 1,000+ clients, and you watch the system work it: who has what, who’s missing what, and what that gap is worth in dollars.
You leave with the pattern — you can rebuild it, or we can build it for you.
- M. GonzalezAUTOHOME+ LIFE?candidate
- R. ThompsonTAX+ INSURANCE?candidate
- L. RiveraAUTOLIFEHOMEcovered
- D. NguyenHOME+ AUTO?candidate
- S. CarterTAXPAYROLL+ ADVISORY?candidate
912 cross-sell candidates in this book
$70K–$141K/yr
Recreation of the live dashboard shown at the workshop. Names illustrative; the book and the math are real.
The math on your $45
One recovered client pays for this workshop many times over.
$45, once
One ticket, up to 3 people from your office. No upsell needed to get the full system explained.
One number to find
Your book's recoverable revenue — computed with you during the session. For most offices it's a five-figure surprise.
One client covers it
A single reactivated client, recovered call, or cross-sell is worth 10–100× the ticket. Everything after that is margin.
100% money-back guarantee if the workshop doesn’t deliver as described — the risk is ours, not yours.
Right fit if you are…
- Owner or manager of an insurance agency, tax office, CPA firm, law firm, title/escrow company, or property services business
- 1–50 employees, serving 200+ clients — higher volume, higher recovery potential
- Currently running on Excel, spreadsheets, memory, and sticky notes
- Ready to grow but limited by manual bottlenecks
Not the right fit if you are…
- An employee looking to skill up on AI — this is owner-focused
- An “AI enthusiast” without an active business to apply it to
- Planning to sell your business in the next 6 months
- Looking for a general “how AI works” overview — this is specific to office operations
What you get
Everything included — for $45.
2-hour live workshop
July 28, attend on any device — practical content, no filler.
Live Q&A
Ask your specific business questions and workshop your numbers live.
Real system built live
Watch it get built on a real book of 1,000+ clients — not described on slides.
Written summary + slide deck
The full workshop, delivered to your inbox within 48 hours.
Practical cheat sheet
The phases plus the top questions to ask your own clients.
60-day roadmap support
A complimentary strategy call to map your specific AI opportunity, plus email Q&A.
Bring your team
One registration covers up to 3 people from the same office.
Who’s behind this
Built by practitioners, not presenters.
This workshop is presented by Vexiworks — the team that designs and builds these exact systems, custom, for owner-run offices: insurance agencies, tax offices, law firms, title & escrow. Everything shown on the 28th comes from real client books and systems currently running in real offices, taught by the people who build them.
The teaching team is personally licensed in Insurance (Life, Health, Property & Casualty), Real Estate, and Loan Origination — so the compliance, the paperwork, and the customer psychology behind every workflow are covered, not just the technology.
Questions
Before you register.
Do I need a technical background?
Can my team come with me?
What if I can't attend live?
Will the workshop be recorded?
What's the refund policy?
What timezone is it in?
What language is it in?
How do I access it?
60 seats · Registration closes July 27, 11:59 PM ET
Your book is already worth more. Come see how much.
Tuesday, July 28, 2026 · 7:00 PM – 9:00 PM ET · live on Zoom. One registration covers up to 3 people from your office — backed by a 100% money-back guarantee.