Turn AI Chatbots Into a Retainer Business
Learn the exact SOP agency founders use to build, white-label, and sell AI chatbot deployments to SMB and mid-market clients — from knowledge-base setup to CRM integration — packaged as a $2,500–$8,000 setup plus a recurring monthly retainer.
I built this curriculum so you'd have the SOP I didn't — the one that turns a chatbot deployment into a retainer business from day one.— Sky Hacker
What you'll learn
What you'll be able to do
- Select and configure the right chatbot platform (Botpress, Voiceflow, Tidio, or CustomGPT) for any client's use case and budget
- Build a production-ready knowledge base from PDFs, URLs, Notion docs, and FAQs that accurately resolves 40–60% of customer inquiries without human intervention
- Design core conversation flows — welcome, FAQ search, lead capture, and live-agent escalation — that are clean, maintainable, and client-ready
- Connect chatbots to HubSpot, Salesforce, Pipedrive, Zendesk, and WhatsApp/Slack/Teams so leads and tickets flow automatically into the client's stack
- White-label and brand every chatbot deployment — name, avatar, colors, tone, and fallback logic — and pass it off as a seamless extension of the client's product
- Package, price, and present the service as a $2,500–$8,000 setup plus $1,500–$4,000/month retainer, using a monthly AI Performance Dashboard to prove ROI and lock in renewals
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
6 modules · 26 lessons
Platform Selection & Business Setup
Evaluate and configure the four core chatbot platforms so you can match every client to the right tool from day one.
- 1.1The Chatbot Agency Model ExplainedIncluded
- 1.2Platform Showdown: Botpress, Voiceflow, Tidio & CustomGPTIncluded
- 1.3Choosing the Right Platform for Any ClientIncluded
- 1.4Account Setup, Workspaces & White-Label ConfigurationIncluded
Building a Production-Ready Knowledge Base
Collect, structure, and upload client content so the chatbot resolves 40–60% of inquiries without human help.
- 2.1Knowledge Base FundamentalsIncluded
- 2.2Collecting & Preparing Client ContentIncluded
- 2.3Building the FAQ DocumentIncluded
- 2.4Uploading, Indexing & Testing the Knowledge BaseIncluded
Designing Core Conversation Flows
Build the four essential conversation flows — welcome, FAQ search, lead capture, and escalation — that every client deployment requires.
- 3.1Conversation Flow Design PrinciplesIncluded
- 3.2Welcome & Navigation FlowIncluded
- 3.3FAQ Search & Knowledge Retrieval FlowIncluded
- 3.4Lead Capture FlowIncluded
- 3.5Live-Agent Escalation & Support Ticket FlowIncluded
CRM & Multi-Channel Integrations
Connect every chatbot deployment to the client's CRM, helpdesk, and messaging channels so leads and tickets flow automatically.
- 4.1Integration Architecture OverviewIncluded
- 4.2Connecting HubSpot, Salesforce & PipedriveIncluded
- 4.3Helpdesk Integration: Zendesk & IntercomIncluded
- 4.4Multi-Channel Deployment: WhatsApp, Slack & Microsoft TeamsIncluded
White-Labeling, Branding & Client Launch
Customize every visual and tonal element of the chatbot so it launches as a seamless extension of the client's brand.
- 5.1White-Label Branding EssentialsIncluded
- 5.2Welcome Messages, Fallback Logic & Error HandlingIncluded
- 5.3Pre-Launch End-to-End Testing ChecklistIncluded
- 5.4Client Handoff & the 6-Step Setup SOPIncluded
Pricing, Retention & Monthly ROI Reporting
Package the service at premium prices, prove ongoing value with a monthly dashboard, and turn every client into a long-term retainer.
- 6.1Pricing the Setup & Retainer: $2,500–$8,000 and $1,500–$4,000/monthIncluded
- 6.2Scoping & Proposal WritingIncluded
- 6.3Analytics Dashboard SetupIncluded
- 6.4Monthly Optimization WorkflowIncluded
- 6.5Presenting the AI Performance Dashboard to Lock In RenewalsIncluded
Who it's for
Is this you?
Digital Agency Owners
You already have clients and delivery capacity — this gives you a high-margin AI service line to bolt onto your existing book of business.
Freelance Consultants
You're great at delivering projects but tired of one-and-done engagements — this is your playbook for converting chatbot builds into predictable monthly retainers.
Tech-Savvy Entrepreneurs
You want to launch a productized AI service from scratch and need the full operating model — platform selection, delivery SOP, pricing, and client retention — in one place.
Marketing & CRM Specialists
You already live in HubSpot, Salesforce, and Pipedrive — this teaches you to extend that expertise into AI chatbot integrations clients will pay a premium for.
SaaS & No-Code Builders
You know your way around no-code platforms and want to channel that skill into a client-facing agency service with real commercial structure behind it.
Customer Experience Leads
You understand support workflows and escalation logic — this curriculum shows you how to package that knowledge as a deployable, billable chatbot service.
Questions
Frequently asked
Your teacher
A note from your teacher
Sky Hacker
If you're reading this, you've probably already spent time in the AI chatbot space — maybe you've built a demo or two, watched a few platform tutorials, or started pitching the idea to clients — and you're still not sure how to turn it into something that actually generates consistent revenue. That gap between "I can build this" and "I have a real service business" is exactly why I built Chatbot Agency Pro.
Here's the honest reality: the technology is the easy part. Botpress, Voiceflow, Tidio, CustomGPT — these tools are powerful and getting more accessible every month. What most agency owners don't have is the operating model around the technology. A clear platform selection framework. A knowledge-base build process that doesn't fall apart the moment a client sends you a folder of inconsistent PDFs. Integration architecture that actually holds up in a production environment. And — most critically — a pricing and retention structure that makes this a business, not a project.
That's what this curriculum is. It's the SOP I wish I'd had from day one, mapped to the exact sequence a client project actually runs: platform selection, knowledge-base setup, conversation flow design, CRM and channel integration, white-label branding, and finally, the pricing and reporting model that keeps clients on retainer month after month. Every module is built around practical decisions you'll face on real engagements, not hypothetical exercises.
I want to be straight with you about what this is and isn't. This isn't a course about prompting ChatGPT or exploring AI trends. It's an operator-level program for people who want to run a professional service delivery business in the AI space. That means we go deep on things like escalation logic, fallback handling, scoping proposals, and how to present an AI Performance Dashboard in a client meeting so the renewal conversation writes itself.
If you're ready to stop treating chatbot deployments as one-off projects and start running them as a productized, retainer-based service with real margins, this is where you build that business. Let's get to work.
— Sky Hacker
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- 6 modules, 26 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed