AI Can't Close Your Deals & How One Upsell Yielded $60K in Two Days | Rob Schwartz

One tweak. $60,000. In two days. Rob Schwartz, VP of Partnerships and Strategic Initiatives at ClickFunnels, breaks down the upsell most funnel builders skip, why your first funnel should be ugly, and where AI voice agents actually make money (hint: it's not closing). ================================= What you'll learn: How a $47 VIP upsell before a webinar hit a 30 to 40% take rate and turned a "capped out" audience into $60K in two days Why a two step funnel (lead magnet, thank you page) beats waiting for the perfect offer stack How content creators leave money on the table with "link in bio" dead ends, and how affiliate links fix it without building a product Why AI voice agents work best as a filter, and why Rob keeps leads on the phone with AI for under a minute before a human takes over How Rob uses Claude connected to ClickFunnels to build pages and workflows, and to analyze sales data to decide what to offer next ================================= About Rob Schwartz: Rob Schwartz is VP of Partnerships and Strategic Initiatives at ClickFunnels, where the job comes down to turning signups into revenue. He spent over 15 years as a software engineer before moving to the customer side of the house. Through his firm Ozer Digital Solutions, he builds AI systems for businesses that already have customers: voice agents that answer real phone lines, follow up systems that reach every lead in seconds, and automations wired into the tools they already pay for. ================================= Connect with Rob Schwartz: LinkedIn:   / robschwartz10    Website: https://ozerdigitalsolutions.com  ================================= Key moments: 02:43 - Why the best way to understand your customer is to become one 07:40 - Running ClickFunnels from inside Claude 08:27 - The missing step between your content and your revenue 11:14 - The affiliate link still paying Rob five years later 12:59 - The VIP upsell that made $60K and created more intentful buyers 15:26 - "I'd rather launch an ugly funnel than a perfect funnel" 23:29 - AI voice as a filter: why 20 to 30% of inbound calls are the right customer 26:05 - Five months building something non compliant, and the pivot 28:40 - Why AI should hand off to a human in under a minute 31:42 - Agents talking to agents: where AI voice goes next 36:08 - Imposter syndrome and the founders stuck at day one 42:09 - The mindset shift that breaks revenue ceilings 44:18 - Using Claude to analyze two months of sales and pick the next offer ================================= About The Built To Scale Podcast: Follow us on LinkedIn at:   /     Follow us on Instagram at:   /     For more information about Built To Scale visit: https://www.builttoscale.co/   If you have any questions, suggestions, or ideas for a future episode, please email mailto:podcast@builttoscale.co.