
AI-Powered WordPress Agency
Accessible via my Circle community, Modern Builders Society
MODULE 1 — Using AI in the Agency From Day One
How I use AI to extract project requirements, summarize client calls, create proposals, clarify scope, and streamline the early stages of every project.
MODULE 2 — AI for Discovery, Planning & Site Architecture
Turning transcripts and notes into full site maps, page outlines, navigation, and structured project blueprints using tools like Claude and ChatGPT.
MODULE 3 — Building WordPress Sites Faster With AI
Using AI to assist with page-building, dynamic data, queries, PHP snippets, CSS, templates, debugging, and overall development speed.
MODULE 4 — AI for Client Communication & Delivery
Automating onboarding emails, writing clearer client messages, generating documentation, and smoothing the entire delivery process.
MODULE 5 — AI for Content, Copy & Page Assets
Drafting page copy, refining tone, outlining content, creating supporting assets, and preventing client-side bottlenecks.
MODULE 6 — Future-Proofing Your Agency With AI
How to adapt to the changing landscape, price AI-powered work, automate responsibly, and build an agency that stays ahead.
Welcome!
- Introduction (0:20)
Module 0 – Framing: How I Think About AI, Agencies, and What’s Changing
- 0.1 – Why This Course Exists Right Now (2:41)
- 0.2 – How I Actually Use AI Day-to-Day (3:24)
- 0.3 – AI as a Partner, Not a Replacement (4:35)
- 0.4 – What AI Changes for Agencies vs. What It Doesn’t (10:48)
- 0.5 – How to Approach This Course (3:28)
- 0.6 – The Agency Operating System (High-Level) (25:30)
- BONUS 0.7 – How I Created This Diagram with AI (7:51)
Module 1 – Positioning a Modern Agency
- 1.1 – What Kind of Agency I’m Actually Trying to Run (10:13)
- 1.2 – Who I Work With and Who I Don’t (8:48)
- 1.3 – Offers, Outcomes, and Avoiding “We Build Websites” (18:24)
- 1.4 – Using AI to Pressure-Test Positioning (57:11)
Module 2 – Marketing, Sales, and Discovery
- 2.1 – Where Agency Leads Actually Come From (12:20)
- 2.2 – Qualifying Before Things Get Complicated (21:00)
- 2.3 – Running Discovery Calls That Matter (15:48)
- 2.4 – Recording Every Call (Non-Negotiable) (3:45)
- 2.5 – Using AI to Synthesize Discovery Conversations (20:04)
- 2.6 – Managing AI Expectations With Clients (18:52)
Module 3 – Scope, Planning, and Project Clarity
- 3.1 – Turning Conversations Into Real Requirements (2:17)
- 3.2 – Identifying Scope Risk Early (8:23)
- 3.3 – Creating an Internal Project Brief (13:04)
- 3.4 – Using AI to Organize and Clarify Plans (5:56)
- 3.5 – Turning Understanding Into a Proposal (20:05)
Module 4 – Planning Websites Before Building Them
- 4.1 – Thinking in Structure Before Tools (9:17)
- 4.2 – Sitemaps, Navigation, and Decision Intent (8:55)
- 4.3 – Using AI to Explore and Validate Structure (8:42)
- 4.4 – Avoiding Overbuild and Fragile Sites (8:05)
Module 5 – Building and Managing WordPress Projects With AI in the Mix
- 5.1 – How I Approach WordPress Builds Today (8:23)
- 5.2 – How I Use AI To Help Design (38:10)
- 5.3 – Dynamic Data, Templates, and Structure (40:18)
- 5.4 – When I Stop Using AI and Rely on Experience (5:18)
Module 6 – Content, Copy, and Client Bottlenecks
- 6.1 – Why Content Slows Down Agency Projects (3:38)
- 6.2 – Setting Content Expectations With Clients (5:50)
- 6.3 – Extracting Content From Clients (17:58)
- 6.4 – Structure + Draft + Refine: The Copy Flow (24:07)
- 6.5 – Shipping Without Perfect Content (7:15)
Module 7 – Delivery, Communication, and Handoffs
- 7.1 – Communicating Clearly With Clients (5:19)
- 7.2 – Using AI to Reduce Back-and-Forth (5:20)
- 7.3 – Internal Documentation That Actually Matters (13:17)
Module 8 – The Long Game: Pricing, Responsibility, and the Future
- 8.1 – Pricing Work in an AI-Assisted World (4:50)
- 8.2 – Responsibility and Ethics in Client Work (7:17)
- 8.3 – What I Choose Not to Automate (11:20)
- 8.4 – Running a Durable Agency Over Time (11:13)
Thank you!
- You Made It (6:02)
The core premise of this course: How I would position and run a next-gen agency starting today (knowing AI was no longer optional.)
MODULE 0 — Framing: How I Think About AI, Agencies, and What’s Changing
0.1 Why This Course Exists Right Now
Why agency owners are feeling tension around AI, why things feel unsettled, and why this course is about direction—not tricks, hacks, or automation theater.
0.2 How I Actually Use AI Day-to-Day
What “using AI” really looks like for me in practice, and why it’s mostly about thinking, organizing, and synthesizing—not automating everything.
0.3 AI as a Partner, Not a Replacement
How I stay in control of decisions, judgment, and responsibility while using AI to reduce friction and cognitive load.
0.4 What AI Changes for Agencies—and What It Doesn’t
Where AI genuinely shifts leverage and where fundamentals like trust, clarity, accountability, and taste remain unchanged.
0.5 How to Approach This Course
How I recommend thinking about the material, why this isn’t about copying my exact setup, and how to extract real value without cargo-culting tools or prompts.
0.6 The Agency Operating System (High-Level)
A tool-agnostic view of how discovery, scope, planning, execution, and delivery connect—what artifacts exist, where decisions happen, and where AI fits (and deliberately doesn’t).
MODULE 1 — Positioning a Modern Agency
1.1 What Kind of Agency I’m Actually Trying to Run
How I think about the kind of work I want to do, the kind of clients I want, and the tradeoffs I’m intentionally making.
1.2 Who I Work With—and Who I Don’t
Why saying no matters, how I avoid bad-fit projects, and how positioning clarity simplifies everything downstream.
1.3 Offers, Outcomes, and Avoiding “We Build Websites”
How I package agency work around outcomes, avoid vague commodity positioning, and create clearer buying decisions.
1.4 Using AI to Pressure-Test Positioning
How I use AI as a sounding board to refine language, surface contradictions, and clarify what I’m actually selling.
MODULE 2 — Marketing, Sales, and Discovery
2.1 Where Agency Leads Actually Come From
How I think about inbound interest, content, referrals, and trust—without chasing every channel or tactic.
2.2 Qualifying Before Things Get Complicated
How I evaluate whether a project is worth pursuing before investing time, energy, and cognitive load.
2.3 Running Discovery Calls That Matter
How I approach discovery conversations, what I’m listening for, and what I’m trying to uncover beyond surface-level requests.
2.4 Recording Every Call (Non-Negotiable)
Why I record important conversations, how transcripts change decision-making, and why relying on memory is a mistake.
2.5 Using AI to Synthesize Discovery Conversations
How I take transcripts and notes and use AI to extract requirements, risks, assumptions, and next steps.
2.6 Managing AI Expectations With Clients
How to spot unrealistic expectations early, set boundaries around AI, and prevent confusion before it becomes a scope or trust problem.
MODULE 3 — Scope, Planning, and Project Clarity
3.1 Turning Conversations Into Real Requirements
How I move from messy discussions to clear, usable project inputs.
3.2 Identifying Scope Risk Early
What signals future problems, where projects tend to blow up, and how AI helps surface hidden assumptions.
3.3 Creating an Internal Project Brief
How I structure internal understanding before committing to execution—and why this step is non-optional.
3.4 Using AI to Organize and Clarify Plans
How I use AI to help structure scope, timelines, and thinking—without outsourcing judgment.
3.5 Deliverables vs Outcomes
How I separate what we ship from what we’re responsible for, and why this distinction protects both the agency and the client.
MODULE 4 — Planning Websites Before Building Them
4.1 Thinking in Structure Before Tools
Why planning matters more than jumping into WordPress, and how I slow projects down early to move faster later.
4.2 Sitemaps, Navigation, and Decision Intent
How I think about site architecture, hierarchy, and page purpose before design or development.
4.3 Using AI to Explore and Validate Structure
How AI helps me think through page lists, navigation options, and site flow—without locking anything in prematurely.
4.4 Avoiding Overbuilt and Fragile Sites
Common planning mistakes agencies make and how I try to keep sites simpler, more durable, and easier to evolve.
MODULE 5 — Building and Managing WordPress Projects With AI in the Mix
5.1 How I Approach WordPress Builds Today
My philosophy around building, tooling, and maintaining flexibility as requirements evolve.
5.2 Where AI Helps During Development
How I use AI to assist with logic, debugging, problem-solving, and decision support during builds.
5.3 Dynamic Data, Templates, and Structure
How I think about scalable structure inside WordPress and where AI fits into that thinking.
5.4 When I Stop Using AI and Rely on Experience
Situations where speed is dangerous, judgment matters more than assistance, and AI becomes a liability.
MODULE 6 — Content, Copy, and Client Bottlenecks
6.1 Why Content Slows Down Agency Projects
Why content is such a common blocker and where expectations usually break down.
6.2 Drafting and Refining Copy With AI
How I use AI to get unstuck, create drafts, and refine tone—without publishing generic output.
6.3 Setting Content Expectations With Clients
How I communicate responsibilities, timelines, and limits to avoid delays and frustration.
6.4 Preventing Content From Blocking Launches
Practical ways I keep projects moving even when content isn’t perfect.
6.5 Structure → Draft → Refine: The Copy Flow
How I move from page intent to rough copy to final content, where AI helps, and where it tends to lie.
MODULE 7 — Delivery, Communication, and Handoffs
7.1 Communicating Clearly With Clients
How I explain decisions, progress, and tradeoffs in plain language.
7.2 Using AI to Reduce Back-and-Forth
Where AI helps clarify communication and where it should never replace human responsibility.
7.3 Internal Documentation That Actually Matters
What I document, what I don’t, and how I avoid becoming process-heavy.
MODULE 8 — The Long Game: Pricing, Responsibility, and the Future
8.1 Pricing Work in an AI-Assisted World
Why faster work doesn’t automatically mean cheaper work and how I think about value.
8.2 Responsibility and Ethics in Client Work
Why AI doesn’t reduce accountability and how I think about trust.
8.3 What I Choose Not to Automate
Where automation causes more harm than good and why restraint matters.
8.4 Running a Durable Agency Over Time
How I think about staying adaptable, sane, and useful as the landscape keeps changing.