Inside My Journey From Consultant to AI Podcast Agency
Dan explains the move from solo consulting and podcasting toward an AI agency built around practical content systems, client bottlenecks, and original points of view.
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Turn learned capability into a service
My work was moving from solo consulting and podcasting toward an AI agency. The shift grew out of repeated requests. As I learned to use AI for content marketing, people started asking for help building the same systems. I could either keep explaining the process one person at a time or package the capability into a service that helped clients move faster.
The agency idea was not separate from the learning journey. It was a way to apply what I had tested. I had spent months interviewing people, watching tutorials, and experimenting with tools. Someone could copy the process themselves, but others would rather pay to shorten the path. Both are reasonable choices.
Design around the client’s bottleneck
The work is not simply “add AI.” A useful engagement starts by finding where content production slows down: research, ideation, drafting, repurposing, approvals, or distribution. Then build a workflow that fits the client’s tools and standards. Automation is valuable when it removes repetitive effort without flattening the ideas that make the brand worth following.
I was also considering a software product, because a service and a SaaS tool solve different parts of the problem. The right choice depends on whether the client needs expertise, implementation, or a repeatable interface they can operate themselves.
The opportunity is to help people create original points of view, not just more output. AI can accelerate production, but authority still comes from useful ideas that change how an industry thinks. That is the kind of work I wanted the agency to support.
Package the learning without hiding the work
The agency grew from a long learning loop. I had been interviewing people, watching YouTube videos, testing tools, and using AI to automate parts of content marketing. That process took about seven months to build real understanding. An agency can compress that path for a client, but it cannot skip the need to understand the client’s business.
The first conversation should uncover the desired outcome and the current process. How does an idea become a brief? Who researches it? Where does approval stall? How is a finished piece repurposed? Those questions reveal whether the right intervention is a custom GPT, an automation, a content system, or simply a clearer handoff between people.
Decide between service and software
I was considering both an AI agency and a SaaS application because they solve different problems. A service is useful when the client needs strategy, implementation, and someone to adapt the system to a messy organization. Software is useful when the workflow is stable enough for many people to operate through the same interface.
That distinction prevents a common mistake: building a product before knowing what users actually need. Start with the service work, observe the repeated problems, and only then decide which part is worth turning into a product. The client’s bottleneck should shape the architecture.
Preserve the human point of view
The goal is not to publish more generic content. It is to help experts develop original points of view that are worth sharing and can change how an industry thinks. AI can make research, drafting, repurposing, and distribution faster, but it cannot decide what the audience should believe or why the idea matters.
That is also why I wanted the process to be approachable. Someone who is hungry to learn should be able to copy the workflow and do it themselves. Others will want help because speed matters. Both paths are valid when the work remains grounded in a real audience, a measurable outcome, and ideas that deserve attention.
In this episode of the AI-Driven Marketer, Dan Sanchez dives into a solo session to update you on his journey in mastering AI, offering a sneak peek into the AI-driven systems he is currently building. From transitioning into an AI agency to automating podcast production, Dan walks through the extensive steps of using custom GPTs and various AI tools to streamline and elevate marketing tasks. He discusses his approach to automating guest follow-ups, leveraging Zencastr for podcast hosting, and using AI-generated newsletters. Tune in to learn how you can replicate these processes and take your content marketing automation to the next level.
Resources Mentioned:
HighLevel: https://www.gohighlevel.com
• Podcastpage.io: https://www.podcastpage.io
• LucidChart: https://www.lucidchart.com
• Zencastr: https://zencastr.com
• MidJourney: https://www.midjourney.com
• Adobe Photoshop: https://www.adobe.com/products/photoshop.html
• AI Driven Marketer Course: https://aidrivenmarketer.com/course
Timestamps:
00:00 Teaching AI marketing for self-sufficient growth.
03:16 AI's evolving role as consultant and coach.
07:44 Utilizing AI for podcasting yields abundant content.
09:53 App automates guest communication, show preparation & checklists.
14:37 Save time by automating social media updates.
17:43 AI leverages workflow, triggers automation for newsletters.
19:26 Custom data sequencing for optimal guest engagement.
23:26 Automating content creation, coaching for original ideas.
[Music] welcome back to the AI driven marketer I'm Dan Sanchez my friends call me danz and it's been a journey in 2024 to master Ai and I wanted to take just a break to do a solo episode and give you an update on where I'm at with the show where I'm at in the journey and kind of what I'm looking into next kind of give you a peek behind the scenes of this bigger thing that I'm building now um as I transition from just a solo consultant and podcaster to essentially what people are calling an a agency like it's kind of inevitable that I was either going to build a SAS app which I actually am working on that um or launch an AI agency out of this thing because as I've learned to leverage AI more and more I'm finding that people are asking for help building these things more and more so I want to give you a sneak peek of what I'm building and how I'm people how I'm helping myself and others leverage AI to automate a ton of their content marketing um but even for those who are really hungry like show you exactly what I'm doing so you can rip it off like learn from me you can steal from me and just do it all for yourself using the same tools like I I'm hoping to like make it approachable enough that someone who's eager and hungry to learn and master the same things can go and just do it themselves and save all the money and not have to hire people like me to help them do it but you know sometimes people want to go faster not have to go through the seven months of interviews and watching the YouTube videos and all that stuff in order to learn how to do it the hard way even though there's a lot of value in that um if you want to go faster or help uh have help building these things you know that's what I'm starting to become available for as more and more people reach out for help with AI marketing Automation and learning how to really leverage it to get do more with much less that's the goal of AI is to be able to do a ton add a ton more value to your your prospects your customers in order to drive more revenue for way less marketing dollars right that's that's the dream um and I think every every marketer needs to figure out how to do it because we're all stretch so thin that learning how to do a little bit of AI marketing goes a long freaking way so in the rest of this I kind of want to review where I've been what I'm working on now where where I'm going um if you're listening to the audio of this I'm going to be showing some visuals alongside I'm just going to be going from tab to tab in my browser to kind of give you a sneak peek it's like really behind the scenes this is not a keynote or presentation I'm just going to dive into the nitty-gritty and into the dirty stuff here but if if you're just listening to the audio then just know I'll be doing my best to describe what I'm looking at as I'm going through it but if you're on Apple podcast pull open that video if you're on you Youtube you're already watching this and if you're if if you don't know where and you're already listening to it go to Aid driven marketer.com and find this episode and there's a video there too so let's dive in first thing I want to look at is this stairstep kind of graphic that I made a long time ago it's got five different steps from person AI is a personal assistant ai's process automator AI is coaching consultant and coach coach ai's forecaster ai's value Creator these are the things that I see coming over the next 5 years um and I feel like we're still very much on level one most people are at level one I am now and a few others that I've interviewed are kind of pushing into the process autom automation section AI is still really it's it's not it's okay as a consultant and Coach but over the next couple years that Tech will be developed enough to where it's a really good consultant coach um it'll be way better at forecasting because we'll be able to feed it more data and coming up with original value is is kind of a more vague and ambiguous one that I haven't that I know is out there um but that's another episode to explain what that even is so coming back down here I want to talk about how I'm using AI not to just use custom gpts to perform oneoff actions or even a step of actions but how to set it and forget it kind of like with I'm going to make a quick plug my AI fundamentals course if you haven't taken this course take a moment just to go to Aid driven marketer.com and you can taste what I'm talking about here like put your name your email and a few pieces of information about this and every custom or sorry every lesson will be customized for who you are and who you sell to um you'll learn a lot about the fundamentals of AI and how to use it in this first level that I'm talking about here in the stairsteps this ai's personal assistant but you also start to see how I'm leveraging AI to create hyper personalized content this is where the magic of AI really starts to get unlocked and a few few people are tapping into yet so get ahead of the curve start figuring out how to to use AI to automate all your processes now the one I want to show you kind of behind the scenes here is a topic that I've talked about multiple times and I've had a bunch of different components of this but I'm now starting to tie everything together to automate a big part of my marketing process which is around podcasting this very podcast is a pain to produce because there's probably like a 100 200 300 little baby steps that have to be taken with every single episode um I've created a little chart here that kind of demonstrates the big chunks but of course there's like 100 baby steps in between all these little chunks and it's like overwhelming just to even look at um if you're listening I'm looking at this big infographic of this like thing I built on Lucid chart where it starts off with guest books interview and then goes step by step all the way from pre-production to production post- production and then distribution and at first glance you're like whoa that's a lot of freaking steps um and it is um but these are even just the big steps in order to go from guest booking interview to your podcast being published on like dozens and dozens of places from Apple from podcast apps to YouTube to websites to social media to newsletter and all the different stuff so if you want to like just pause the video and you can go through it um but I kind of want to walk through it step by step and kind to give you just a sneak peek of what it looks like you know starting with guest books at interview it's like this this is an AI this is a software tool I use called highle I just embed into my website uh which is an awesome um website Builder they have a there's a great website builder called podcast uh page. um that automates the creation of websites for podcasts I love it that's what I use for a lot of my websites now um but I embedded a a highlevel like you know kind of Kalen Lee type form a book scheduling form this isn't even AI it's just normal marketing Tech you know it's just normal Tech to automate stuff and it has a custom form that gathers all the information that don't get a need from the guest later on like name email title LinkedIn profile URL company company website and more importantly like what podcast they not more importantly but like what podcast they where they listen to podcast at because I follow up and customize the sequence just for them based on where they listen and of course what I can do to help them what how can make the episode worth their while just a basic form built into the the Calendar app um and it's important because with every automation you need to have trigger points like what's the place that starts this what are you already doing where like every time this happens you have tasks that need to happen after that that's where the magic can happen and so as I'm walking through my own podcast production process be thinking about the process you use if you're doing product marketing like what's the step that comes before you even start the new project is somebody else kicking it off to you how do they kick it off to you what things do you need from them there's probably a form someone needs to fill out somewhere in order to kick off the process with you that form could also be used to move all the tasks down the line with AI or sometimes with you but sometimes a mix of you and AI in order to automate way more of your own process um and this is possible with almost any marketing job it can be with done with ad creative it can be done with email marketing text message marketing uh SEO like there's so many different systems out there that you can just kick off with a form fill and then have ai take over like 90% of the work this is what I'm doing with with podcasting now um because I find with podcasting it's easier to take one episode and push it into so many different formats because a transcript is so robust with information the AI is so good at repurposing it and coming up with clips and video clips it's like it's just a gold M of content for every single episode so I can't really emphasize enough how powerful a podcast is but now with marketing Automation and AI it's like ah like it used to take a team of five at Sweet fish in order to do all this work and $5,000 a month in order to do it now I'm starting to figure out how to bring it down substantially so you can get all this work done for like way less because you've automated all of it um of course there are still some manual processes that I'll talk about as we as we go through the the process here um that you still want an agency to help you with or just a well documented internal process in order to have your team step into those places where a human needs to work with AI to get it done but so much of it can be done with auto Automation in AI now so going back into my own process a guess fills out a form which kicks off the guest prep and reminder email sequence pretty typical for getting people to to an interview the part that I've injected in between is this my showrunner app or custom GPT I made now I've done a whole episode on this so you can go back and check that out I'll link to it in the show notes um but it's essentially I'll kind of give you a little preview here it is a GPT where you just paste in the guest LinkedIn profile and it does a quick work of summarizing them you tell it what you want to talk to them about and it comes up with angles for you you just pick one it comes up with titles for you based on that angle and what it knows about your show premise and the the guest and comes up with some awesome titles you pick a title and then it actually comes up with a whole outline based on uh the template that it's already fed into the my showrunner um so this is one that I actually already used for an interview I did with uh audre here uh around uh podcast automation uh was been learning from other people on how they do it in order to better improve my own process and it came up with the intro the questions the outro even wrote the guest email now I've actually built this into a part of my uh highle app where just automatically emails the guest let me go back to the process so the my showrunner takes care of a lot of the actual thinking that needs to go into it so you can get what used to take 60 Minutes of work just researching the guest building the questions and the show outline and gets it done in about five minutes it saves so much time and now I have a point where you could just fill out a form after this and it takes care of emailing the guest for you as well as then building what I call or what the industry calls a run sheet a really robust checklist to do before the show with the guest with the uh before the show with the guest as you record you know the run sheet that we already saw the intro questions and outro but also post show checklists and then what to do after the guest signs off imagine getting a run sheet that has all those different checklists in your email 30 minutes before every single episode oh like I wish I would have had this as a host for the 400 episodes that I've done to this date but now I'm going to because I've built it in my own system I'm helping other people do the same um and again it doesn't even need AI like this comes up with the questions for you but then it's just marketing automation to put all those things together because you know it needs to be on the checklist you're just scrambling to put it together every single time um why not just automatically have an email to you before you need it with the questions already injected into it right easy peasy zener is the major tool that just had an awesome update uh this this late spring coming into summer now um that automates a lot of the production and a bunch of the post- production which I'm very excited about you can see here I host it's where I host my podcast um but it's also where I do the recordings like you can come and join it in here and do a whole session start the recording you can see here here's audra's last episode I I recorded and it records it kind of like Riverside but you know it's now Riverside is a one app that does recording and Zen Caster does it all from recording uh production and hosting so that's why I stick with Riverside sorry zener because it just automates the whole process but you can go from here let me show you to actually editing the whole episode and coming up with all the different formats you would need and going into editing the episode even with text like in Des script like it's all here and it's web based because it saves so much time in order from having to like download up get it into your editing software render and then re-upload takes forever the fact that you can have it all here in Zen Caster now is just like it's like a thing of beauty because the just that download and upload speeds even with gigabit fiber like internet speeds like I have still takes forever for every single episode so having it all in one in Zen Caster makes a huge difference so zenc is a big part of my process it also like hosts it um it also generates the AI clips and I've talked about this before on multiple episodes but uh it does more than oh let me go back to edit it does more than just come up with the episode I can add this portrait mode uh go to content and clips and actually just say yes like create me some portrait or vertical clips and now when I go to apply and edit out these renders it's going to have all the captions and the titles done where I can actually go and review the clips later and then post them individually one one at a time or schedule them or put them in the queue to just post as they drip out so huge part of the whole process um for not only production but part of distribution right because then once it hits that RSS feed it gets published uh to all the the podcast apps Apple podcast Spotify it goes to YouTube it used to have to go through zapier but now Zen Caster publishes natively to YouTube through the API it's fantastic um and then the RSS you can use to drive to Wordpress sites or a podcast site you noticed I have the AI driven marketer where as soon as it gets published to the host it just pulls the episode with the art and the video so you can watch it here like I don't build this page this page just gets generated automatically shoot if you go to my other website to danz oh not the SL Cal uh but to my normal site my blog is updated automatically with it looks like I have a duplicate here um it's updated automatically with the Audio I can't get the video to go for some reason but at least the audio and the show notes updates my WordPress site so that I don't have to update it in two places it automatically updates both websites for me which is huge I mean every time you don't have to update another thing time saved and more value added across your websites across your social platforms again it creates those AI clips and then with one click you can like edit archive or just autopost to six different uh social platforms like M of course the Tik Tok Instagram and YouTube shorts but you know all the other platforms are becoming very very short form video focused as well so it also posts the LinkedIn Facebook and x uh which is great so you can with one episode you're hitting all the different social platforms with clips of the podcast now the part that I'm really excited about is all the other stuff because Zen Caster has been automating a lot of this for me since uh December and even better now since you can edit it in Zen Caster um but the part that I'm excited about is I built a automation sequence that uses just good marketing Automation and AI to come up with all the other stuff that needs to happen which is mainly following up with the guests which even I'm bad at like I've I've been a guest on probably 30 plus episodes I could probably count to one hand the amount of times the the uh podcast I was a guest on has emailed me when the episode's Gone live which I'd love I promote them all the time i' love to get those published on my own LinkedIn feed where I have 25,000 followers and they don't email me just to tell me the episode's Gone live it's a sad but I've done the same thing because even just getting it to the finish line of like scheduling it to published you're like oh my gosh you're already on to the next podcast episode uh so following up with the guest is huge because it's a great way to grow an audience for a podcast and get more distribution for all your social content so I was like come on so what I've done is I've built an automated sequence that not only thanks the guest and emails you the show notes to put into zen Caster but also follows up with them once it goes live because chances are once you've actually Ed have edited or finished uh recording the episode you know when this is going to go live you're going to be publishing are scheduling it soon so you just entered that same date here and then just standard of marketing automation waits for that date and then the cool part is it takes if I could find it here there we go this is the form I and my clients now fill out afterwards uh with the guest email and their phone number um episode title which is usually already pre-populated because my show runner already figured that out right but also the main thing is this episode transcript maybe an episode thumbnail um sometimes uh I I do this ahead of time or sometimes this is done afterwards uh and then an option to send a newsletter out afterwards and of course a publication date or whenever it's going out with this information we can automate the rest of the guest followup um process so let's take a look at that I use see here we have a marketing automation if you're not used to looking at marketing automation this is a pretty typical like drag and drop automation Builder where you can have a trigger again here's my form submitted um and then starts doing the typical things wait 60 Minutes send a text the guest thinking them about the episode right and it inserts the when when they can expect for it to go live uh great way to follow up with guest on a text message basis rather than an email basis because they're more likely to get it see it and then engage with you and maybe even share the episode afterwards so and then it waits right and while it waits it actually if in this case if I selected this send it to a newsletter because not every episode needs to be sent to a newsletter but a lot of mine I'd like to um it actually goes through the work of using AI in the workflow this this is the part that hardly anybody thinks about hardly anybody leverages AI for this is very different than working with chat GPT but those same prompting skills work here I actually use it to Ping open AI um with this prompt as the as this sequence is triggered and the prompt looks like you are an expert copywriter who specializes in making fun and engaging content for insert value proposition to the podcast right um your current position and I just insert a bunch of dynamic fi build from the guest that the guest is giving me or from just the the whole account has these custom values that you can fill in so that if you need to change it all the marketing automation you have linked to that that podcast name or the value proposition of your show is injected and updated on the go um it goes through this long prompt to essentially make the body of the newsletter um it it references the podcast transcript which is what we uploaded on the form it references the an example of what the the newsletter should look like it references style guide of how to write like myself since I'm the one sending the newsletter right um and these are all the processes I would have done naturally it even writes a little an intro for it so that I can put the intro in the top of the newsletter and then the graphic and then the body of the newsletter and I'll probably come up with more stuff to stick in the newsletter from different parts of the episode to make it a full-fledged newsletter but I'm keeping it simple to start because you know you got to start somewhere and then build on it later otherwise you're taking too much time to build the perfect thing that you never launch right so it goes through and does some work of moving data around from the feedback it gets from open AI to custom value so I can send it as a newsletter a little later on down in the sequence and then it waits for a bit before actually texting the guest based on where they listen to podcast so if they listen to Apple podcast and they get a text that sends them a link to the Apple podcast right because if they're pulling this open on their phone then it's going to take them right to their apple podcast app or write to the Spotify app or write to the YouTube app if that's where they listen to podcast or if if if they said other on the form then it sends them to the website where the most recent episode is pulled up and just for them and then it waits four hours before sending them all the assets uh later on and that's kind of the guest sequence right because you want to text the guest when the episode goes live and be like hey your episode's live ah check it out here right they if they actually get in on a text message they're likely to open it they're likely to click the link to open it up where they subscribe probably listen to the episode maybe even give it a rating or subscribe themselves right that could be a new subscriber for you but you want them to get excited about it and they're going to be more excited about it they can go and interact with it where they subscribe so later it sends a promotional assets of all the different like tweets and different things they can use uh and then it sends out the newsletter the newsletter to me is the most exciting part because again I'm I'm horrible at sending out my own newsletter I probably haven't emailed my newsletter out to my list of 700 of you for three months it's just because it's so many steps I'm finally automating it so that it sends out a really cool looking one and you can see it Auto here where it comes up with the intro paragraph in one prompt injects it here injects the the image for the episode in between and then the body right here and this is where I'm currently at where I feel like it's it's good enough content that it does a great job of summarizing giv some the key points of the guest writing it as me but without saying hey I'm Dan Sanchez here because that's redundant the email came from Dan Sanchez um I need to add some links to be like Hey listen to the full episode and then to like apple YouTube Spotify or the website um down below so that they can actually listen to the episode it even links to the episode automatically I think yeah okay I went to the website it really needs to go to the episode but you know uh progress before Perfection right um I'm just excited about this because now with every single one podcast that I produce I'm going to be able to get a newsletter out of it and actually update the email list which means more people will listen to the show and round and round this whole thing goes so that's what I've been working on I'm moving essentially from a marketing consultant and podcaster and like AI junkie to actually starting I guess what you could call an AI agency an AI podcast agency is kind of like the next step that I'm taking with everything that I've learned I can now produce a podcast for way less because there are still a few pieces that you could Outsource cuz AI can't do it all like actually going through those clips selecting them actually making the few edits that need to be be made to a show as much as Zen Caster has automated the process there's still some editing that needs to happen here um and then making sure it's all post to the right place at the right time also coming up with that one graphic is something that you can't quite automate graphic design it's so close I'm so close to being able to automate that too but not yet uh that one piece that we saw here like this piece that someone still has even with a using AI like I created this image in mid journey and then I brought it into Photoshop and I even Ed the AI tool and Photoshop to make it it's still not quite to the point where you can fully automate a graphic like this it's getting closer though and it's faster with AI but still not fully automatable like coming up with this newsletter is um and of course this is this is the worst that it's going to be it's only going to get better from here and that's the most exciting part as a the AI the chat GPT gets better or CLA gets better or whatever as the automation can tap into more different apps uh all of this is going to get easier it's going to get better but the ones who are on the Forefront of this are going to be able to accelerate past the ones who are still doing all of this manually because you're going to be able to come up with more and better content faster because you could spend way less time doing all the little baby steps of getting this content out there and way more time thinking about how to come up with original ideas that are actually worth spreading in the first place the problem is we're all stuck in the hamster wheel of this instead of spending almost all of our time thinking about just this one recording and how to make it the best possible thing ever coming up with better ideas spending more time thinking doing more time learning so that we have better ideas to share more time experimenting so we have something worth sharing that's why I'm heading in this AI like agency Direction because I think a lot of it is automating it for people but also spending more time coaching people on how to come up with original points of view that are worth sharing that can transform other people's uh transform the industries they're working in so that's kind of where I'm at hopefully you've enjoyed this behind the scenes it's kind of H Podi is I'm going from tab to tab on my my desktop here but hopefully it was insightful through a few of you to get into my head as far as what I'm working on how I'm thinking about it and how I'm approaching it for myself as my like a solopreneur and marketing consultant so stay tuned for the next episode where I'm going to be diving in with more guests in how they use it so I could even use my learnings from them to better improve this process and I'll be giving some updates on this podcast uh agency thing that I'm working on real soon
