"Simple AI Upsells, Lead-Source Attribution, and Agency Payment Processing (PlatPay) - Unnamed Presenter"

A Day 2 wrap-up and sponsor transition on creating a simple AI-services upsell, attributing leads by platform with CallRail, and using PlatPay as an agency-friendly alternative to PayPal and Stripe.

This is a short Day 2 wrap-up and transition segment rather than a full talk. The speaker is an unnamed presenter (his name is not given anywhere in this transcript). He closes his session with one core message (agencies should sell a simple AI-services upsell to existing clients and use call tracking to see which platform each lead came from), then shifts into sponsor and logistics content, introducing PlatPay as a payment processor and arranging a lunch-and-learn for a guest speaker, Ariel. The transcript does not mark a clear speaker change for the PlatPay and logistics portion, so it reads as the same presenter continuing as host.

Main takeaways

1. Build a simple AI-services upsell to existing customers. The presenter's whole point was helping attendees make more money right now by introducing AI capabilities to current clients, which both generates new revenue and improves retention.

2. Use call tracking to identify lead sources by platform. With CallRail, inbound calls are tagged by origin, so you can see whether a lead came from Instagram, TikTok, or elsewhere and know where the leads are coming from.

3. AI agents can produce a usable website in minutes. The presenter's agent "Oliver" built a real, decent-looking (non-WordPress) site from a single prompt while he got dressed that morning, illustrating that his agents work for him all the time.

4. His AI systems encode the knowledge of many industry peers. He credits the SEO and schema expertise of named colleagues (Marty Marion, Daryl, Clint, Terry, Corey, Andrew, and Brian Windom) as resources he has folded into his automated processes.

5. Avoid PayPal and Stripe as a marketing agency; they classify you as high-risk. The speaker warns that once a processor knows you are a marketing company, you get put in a different (high-risk) category, especially with PayPal.

6. PlatPay is offered as an agency-friendly payment alternative. The speaker positions PlatPay (a session sponsor) as a viable option, arguing agency owners need variable payment options since ACH-only and checks rarely happen anymore.

Key points

Unnamed presenter (name not given)

• Core message he wanted attendees to take away: how to show people how to make more money right now by getting a simple upsell going.
• Offers to do the "output" for attendees who need help implementing the upsell.
• The upsell motion: start generating a new introduction to your customers, keep them around, and introduce the AI services and what you can do. He frames the upsell as a retention play as much as a revenue play.
• Uses call-tracking software to attribute inbound calls to a source, naming CallRail specifically.
• Says he can see calls coming from Instagram and from TikTok in CallRail, so you know where the leads are coming from.
• His VA failed to deliver presentation slides that morning (he could not make slides), instead sending a bunch of "ugly HTML pages," which is why his original slides looked bad.
• That same morning he prompted his AI agent "Oliver" to create a quick site, and a working website was generated while he got dressed and worked on other things.
• Describes the Oliver-built site as a real website, "not terrible looking," and notably not WordPress. Says he is very, very picky.
• Says he is not competing with anybody in the room; the point is that his skills and his agents work for him all the time.
• Credits the SEO and schema knowledge of peers he has incorporated into his automated systems:
• Marty Marion (says the SEO has Marty Marion's "brain in there")
• Daryl and Clint (Schema)
• Terry (Schema)
• Corey ("my boy Corey's" work)
• Andrew (Andrew's work)
• Brian Windom ("B. Windom, the OG"). Surname spelling is uncertain; a sibling session folder is named day1-brian-winum.
• Says he takes the resources of many people in the room he respects, and tells them so openly.

Payment-processor and sponsor segment (speaker not explicitly identified)

Attribution note: the transcript does not mark a speaker change for this portion. "Terry" is named only as a credited Schema peer and as the person the presenter apologizes to for running over time ("All right, Terry, I'm sorry"). The PlatPay and payment portion reads as the same presenter continuing as host and is not firmly attributable to Terry.

• States a personal love-hate relationship with payment processors; says he hates PayPal and Stripe.
• Claim: once a processor knows you are a marketing company, you get put in a different category because you are now high-risk, especially with PayPal.
• Has had a passion for trying to find other alternatives to these two.
• Introduces PlatPay as the alternative; says PlatPay approached them and they approached PlatPay (positioned as a session sponsor).
• Core thesis on agency payments: as an agency owner, you have to have variable options and alternatives.
• Notes ACH is the ideal but hardly ever happens, and that no one has written him a check in about three years.
• No PlatPay pricing, fees, URL, or contact details were given in this segment.

Logistics and housekeeping

• A lunch-and-learn was arranged: attendees get lunch in the next room (where the group was the day before), then bring the lunch back into the session room.
• Ariel will teach during lunch. She was not feeling well that morning (she thought she had eaten something odd the night before) but was feeling better.
• Reason for the lunch slot: Ariel has to fly out shortly afterward, otherwise the organizer would have moved her to the next day.
• The speaker initially misnamed her "Joy," then corrected to "Ariel."
• Ariel's session topic is not stated in this segment.

Named tools and people

• Tools: CallRail (call tracking); "Oliver" (the presenter's AI website-building agent); PlatPay (payment processor); PayPal and Stripe (processors to avoid); WordPress (named as what the Oliver site is not).
• People: Marty Marion, Daryl, Clint, Terry, Corey, Andrew, Brian Windom (B. Windom), Ariel, and Mike (addressed in passing at the open).

Open and unverified items

• The presenter's identity is not given anywhere in this transcript segment and cannot be resolved from it alone.
• Terry's last name and role are not given; the transcript does not show Terry taking the mic.
• "Oliver" has no vendor, platform, or tool details given.
• The spelling of "Brian Windom" is uncertain.

Source

Synthesized from the SEO ST Day 2 conference recording of this wrap-up and sponsor-transition segment. No deck accompanies this session: the presenter noted that his VA failed to produce slides, so he showed an ad-hoc AI-built website instead of a deck. Names marked uncertain above were transcribed phonetically.