Can You Unlock Hidden AI Savings?

August 15, 2025•3 min read

This podcast episode features marketing strategist Dhaval Patel diving into the live launch of the new AI Credit Max service—a tool designed to help entrepreneurs claim federal and state tax credits, particularly those innovating with artificial intelligence. Many businesses, from startups using ChatGPT to marketing tech platforms, may qualify for significant refunds their CPAs never flagged. AI Credit Max streamlines the process, offering both automated and assisted options to quickly identify eligibility.

Dhaval frames the rollout as a B2B lead-generation challenge, stressing the need for a high-impact landing page with email capture, segmented drip campaigns, and tightly targeted ad spending. He recommends focusing on LinkedIn and precision Facebook ads over spreading efforts thin across multiple channels. His advice includes rigorous A/B testing of creatives and audience segments to keep costs down while ensuring quality leads. Beyond paid traffic, Dhaval underscores the value of a content strategy built for both SEO and AEO, using keyword-rich FAQs to rank on Google and AI-driven search tools like ChatGPT.

Custom HTML/CSS/JAVASCRIPT

The discussion expands to multi-pronged outreach. Kenner outlines current tactics—mastermind participation, niche communities like Vast Vault, and upcoming local campaigns on Bainbridge Island. Dhaval suggests tapping micro-influencers by giving them free access to AI Credit Max in exchange for authentic testimonials. He also emphasizes backlink building from respected local and industry publications, explaining that even mid-tier outlets like the Seattle Times can drive meaningful traffic. While tools like Yext can help with directory listings, he favors targeted, hands-on PR and curated backlink strategies.

They explore additional growth levers such as timely press releases tied to relevant news (e.g., tax law changes) and distributed through trusted PR networks with UTM tracking for ROI measurement. Local PR outreach could also extend to regional tech hubs via publications like GeekWire. Dhaval champions the creation of case study–driven podcasts and YouTube content—both short and long form—showing real clients’ success stories with AI Credit Max. This not only builds credibility but also yields valuable feedback during the beta phase.

The conversation closes with a strong focus on iterative testing—not just across channels, but within campaigns—to refine messaging and targeting over time. Kenner acknowledges that while the company has been media-quiet in the past, it’s time to embrace visibility and authority-building. The overall takeaway is a tactical blueprint for launching a new B2B service: combine multi-channel outreach, data-driven experimentation, authority content, and relationship-based marketing to maximize impact in both local and national markets.

Takeaways

• AI Credit Max helps entrepreneurs access tax credits.

• B2B marketing focuses on lead generation.

• Social media and content marketing are crucial for visibility.

• Building authority through community engagement is essential.

• Backlinks improve SEO and website authority.

• Press releases can amplify product launches.

• Local marketing can tap into community needs.

• AI is transforming marketing strategies.

• Testing and iteration are key to successful campaigns.

• Long-form and short-form content both have their place.

Sound Bites