The Transformation Expert Playbook.

Generate. Deliver. Convert. Your complete guide to the Humans+Agents sales cycle, from first touch to first contract.

New Experts Refresher

Three stages. One machine.

Every expert runs the same system. The stages compound: your trial generates leads, your delivery builds trust, and your sprint converts them to paying clients.

STAGE 01

Generate

Drive traffic to your trial page

  • 01 Get your custom landing page
  • 02 Share with your network
  • 03 LinkedIn posts + direct outreach
  • 04 Prospect signs up for free trial
STAGE 02

Deliver

The 30-day trial experience

  • 01 We build their company page overnight
  • 02 You deliver it within 24 hours
  • 03 Black Belt training + Transformation Plan
  • 04 Brand OS Agents live on their page
STAGE 03

Convert

Sell the Transformation Sprint

  • 01 3-workshop sprint ($5K-$50K)
  • 02 Deliverable, Context, Orchestration
  • 03 Client leaves with live working agents
  • 04 Expand: seats, services, ongoing

Generate the Trial

We build you a custom landing page.

01

Branded to Humans+Agents with your name, your photo, your network's trust.

02

Every signup is attributed to you. We know who sent them.

03

Share the link anywhere: LinkedIn, email, DMs, conversations. It's your page.

humansplusagents.ai/expert/your-name
Start Trial
The Operating System for the Middle Market.

Recommended by [Your Name], Transformation Expert

30-day free trial. No credit card required.

How to drive traffic to your page.

You don't need a marketing department. You need three habits.

1

LinkedIn Posts

Share insights about AI transformation. Each post links back to your trial page.

  • Post about real results you've seen
  • Share the "before/after" of AI workflows
  • End every post with a soft CTA to the free trial
2

Direct Outreach

DM people in your network who would benefit. Personal > broadcast.

  • Target leaders at mid-market companies
  • Lead with the free trial, not the sale
  • 10 messages a day compounds fast
3

Existing Relationships

Your clients, colleagues, and contacts. They already trust you.

  • Send to current and former clients
  • Ask for introductions to their peers
  • The trial makes the conversation easy

What happens when someone signs up.

The system handles attribution automatically. You always know who came through your page.

The Trial Experience

We build their custom page in 24 hours. You deliver it.

The relationship stays with you. We handle the production; you handle the handoff.

HOUR 0

Lead Comes In

Prospect signs up through your page. We capture their LinkedIn and company info.

OVERNIGHT

We Build

Custom company page with their branding, industry context, and AI opportunity analysis.

< 24 HOURS

Delivered to You

You receive the finished page ready to send. Review it, personalize the message.

YOUR MOVE

You Send It

You deliver the page personally. Email, DM, or call. The relationship is yours.

What they get for 30 days.

Three components designed to prove the value and set up the conversion conversation.

01

Black Belt Training

Full 30-day AI workflow curriculum. Daily modules, live coaching, hands-on practice. They learn the system by using it.

30 days access
02

Transformation Plan

A step-by-step roadmap tailored to their business. Prioritized by impact and feasibility. Ready to execute.

Actionable roadmap
03

Brand OS Agents

Live working agents deployed to their company page. They see the system running on their own brand, in real time.

Live on their page

The 30-day journey to conversion.

Each week deepens trust and demonstrates value. By week four, the conversation shifts from "if" to "how."

W1

Onboarding

Company page delivered. Black Belt training begins. First taste of AI-assisted workflows.

W2

Plan + Agent Demos

Transformation Plan delivered. Brand OS agents go live. They experience the system running on their own brand.

W3

Deepening

Black Belt training continues. Team builds confidence with the agents. Value compounds as they see real output.

W4

Conversion

The trial proved the value. Now you present the Transformation Sprint. The close is natural.

The First Sale

The Humans+Agents Transformation Sprint.

Three workshops. The client walks away with live working agents running inside their business. That's the promise.

You deliver the workshops. You own the relationship. You set the price based on the size and complexity of the organization.

$5K - $50K

Depending on organization size

The promise: they leave with live working agents deployed in their business. Not a deck. Not a plan. Running agents.

Three workshops. Three capabilities.

Each workshop builds on the last. By the end, their team can build, contextualize, and orchestrate AI agents independently.

WORKSHOP 01

Deliverable Engineering

How to create production-quality outputs with AI. Prompts, iteration, quality control. The foundation everything else is built on.

They build: Their first production-quality AI deliverable for their actual business.
WORKSHOP 02

Context Engineering

How to give AI the right information at the right time. Knowledge bases, brand context, process documentation that agents can use.

They build: A context system that makes every agent smarter about their business.
WORKSHOP 03

Agent Orchestration

How to connect agents into workflows that run autonomously. Multi-step processes, handoffs, monitoring, and continuous improvement.

They build: Live working agents deployed in their business. The final deliverable.

Price to the outcome, not the hours.

The client is buying live working agents, not three workshops. The price reflects the value they receive, which scales with organization size.

Small Team

5 - 10 people

$5K - $10K

Focused sprint. One department. Core workflows automated. Ideal for startups and small firms.

Mid-Size

20 - 50 people

$10K - $25K

Multi-department rollout. Custom agents per function. Training for team leads. The sweet spot.

Enterprise

50+ people

$25K - $50K

Organization-wide transformation. Every department gets agents. Executive alignment included.

The anchor: Compare to what they currently spend on consultants, agencies, and fractional roles. The sprint eliminates that budget category permanently. A $25K sprint that kills $200K/year in consulting spend is an easy yes.

Generate. Deliver. Convert.

The system works because every stage earns the next. Your page generates trials. The trial proves the value. The sprint delivers on the promise.

STAGE 01
Generate

Your custom landing page + LinkedIn + outreach

STAGE 02
Deliver

24-hour build + 30-day trial + Brand OS Agents

STAGE 03
Convert

3-workshop sprint + live agents + $5K-$50K

Your landing page is ready. Start sharing it today.

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