
← The Built To Scale Podcastvor 3 Tagen · 48 Min.
AI Can't Close Your Deals & How One Upsell Yielded $60K in Two Days | Rob Schwartz
<p>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).</p><p><br /></p><p><b><strong>=================================</strong></b></p><p><b><strong>What you'll learn:</strong></b></p><ul><li>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</li><li>Why a two step funnel (lead magnet, thank you page) beats waiting for the perfect offer stack</li><li>How content creators leave money on the table with "link in bio" dead ends, and how affiliate links fix it without building a product</li><li>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</li><li>How Rob uses Claude connected to ClickFunnels to build pages and workflows, and to analyze sales data to decide what to offer next</li></ul><p><br /></p><p><b><strong>=================================</strong></b></p><p><b><strong>About Rob Schwartz:</strong></b></p><p>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.</p><p><br /></p><p><b><strong>=================================</strong></b></p><p><b><strong>Connect with Rob Schwartz:</strong></b></p><p>LinkedIn: <a href="https://www.linkedin.com/in/robschwartz10" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/robschwartz10</a> </p><p>Website: <a href="https://ozerdigitalsolutions.com" rel="noopener noreferrer nofollow">https://ozerdigitalsolutions.com</a> </p><p><br /></p><p><b><strong>=================================</strong></b></p><p><b><strong>Key moments:</strong></b></p><ul><li>02:43 - Why the best way to understand your customer is to become one</li><li>07:40 - Running ClickFunnels from inside Claude</li><li>08:27 - The missing step between your content and your revenue</li><li>11:14 - The affiliate link still paying Rob five years later</li>