Something Changed 45 Days Ago and Now I Can’t Sleep
I have a confession. One that I feel a little embarrassed to share with you.
I have had my business for 15+ years but the past 6ish, give or take, have felt stale, comfy, and predictable (which honestly is a good thing because predictable businesses are great).
The truth is I am GREAT at what I do and love it and I love my clients, but I haven’t felt that spark in a while… not sure if you have ever been there…
But then something changed late last year and that spark turned into an inferno in the past 45 days.
Suddenly I was reinvigorated. I had new ideas, new creative solutions, I was thinking of new ways to serve my clients and literally I. Couldn’t. Sleep!
It was like someone put rocket fuel in my coffee.
I suddenly fell back in love with my business and haven’t had this much fun in a while, so I want to share with you what happened.
Drum roll please…
I dove all the way in and truly unlocked AI.
Now, don’t roll your eyes or stop reading, I promise this is worth it.
I went from being a daily user to a power user; one that went back to my ops roots and started thinking AI first.
I had been in the AI space for over a year… already built agents, created workflows, heck I even taught several workshops on it but what I hadn’t done up until more recently was treat it like a true thinking partner.
Cause here is the thing. It is LONELY AF as a business owner. Even with our EO, Vistage, and WPO groups,sometimes it just sucks to not have a partner that is in the trenches with you.
And that my friend was the unlock that reinvigorated me in my business in a way I haven’t experienced in a lot of years.
And I think that shift to AI native as a partner, is truly the unlock for everything.
Maybe one of these days I will tell you all the cool things I am building with my clients but for now I want to show you what’s possible when you shift your mindset from AI as ‘something that helps’ to ‘something that creates true strategic leverage and partnership.’
Here are a half a dozen things I have created in the past few months (there are SO many more I left out) but hopefully this will show you that most everyone is just scratching the surface of this iceberg and perhaps inspire you to think bigger.
Table of Contents
Buffer time
A simple agent to add in commute buffer around any in-person event so I don’t get scheduled on top of an in-person. It goes and it researches drive time, traffic, and parking and builds out the custom buffer time and tells me about parking so I am not surprised.
Relationships Rx
One of my biggest areas of opportunity in my business is being better about nurturing my network and doing biz dev. The biggest friction point (besides forgetting to follow up) was WHO to follow up with every day. So I solved that.
Each day it goes though my CRM, emails, and calendar and surfaces my daily high 5 and then goes and does recon on them to see what’s going on, then crafts a suggested message and “channel” then slacks me, I go do it, I slack back and it goes and it logs the activity in my CRM.
Oh and while I was building this out I also built in a google app to add someone straight from my inbox into airtable. It’s f*ing brilliant if I do say so myself.
Podcast Content Flywheel
From a single transcript it crafts my show notes, youtube description, suggests reels, and goes and creates the content I need for substack, this newsletter, posts, shorts, etc. and maps it back to my ecosystem so it all works together.
Weekly Content from Calls
Speaking of content. I have my little buddy review all my calls for the week and go through and look for patterns, questions, and topics that I should be talking about to help others besides my clients. It surfaces things I never thought to share with you. This has been a GAME CHANGER and GOLD MINE of stuff. Woof.
Accountability & Close Loop Assistant
Then there is the accountability piece which I LOVE. It goes through all my meetings and emails for the week to help me stay on track, not drop balls, close loops, and honestly GSD. It looks at my call transcripts and auto-adds it to clickup so I don’t lose it in the noise and then at the end of the week we make sure we got everything done and dusted. (V2 is where I will have it proactively go do things it can do so I don’t even have to touch some of those things!)
Meeting Prep on Steroids
Lastly this is hands down my FAVORITE agent. It goes through my calendar and sends me THE BEST heads up/prep email I have ever gotten. It consistently pull sup things even I didn’t know or forgot. What used to take me or my assistant ages to put together gets done like clockwork. This little baby works for external (new people), internal clients, and for the team. Oh and all my Unlocking AI Live Workshop attendees get it as a bonus!
Lee Potts had this to say about my meeting prep agen:
“Her Meeting Prep Agent has fundamentally changed how I prepare for meetings. It now handles the heavy lifting of researching potential clients, attorneys, and counterparties; work that previously consumed hours of my time. I receive concise, relevant briefs that let me walk into every meeting fully informed and focused on strategy, not scrambling to piece together background information.”
This is just a fraction of what I have built in my business (and deployed in my client’s) which I hope has inspired you to think BIGGER with AI.
Think of it like a real human and go FAFO … honestly taking an idea and testing it out is half the fun. And that is saying a lot coming from this recovering perfectionist! Who knew that AI would be the therapy I needed to embrace “doing it messy.”
Let me know what Agents you are building/thinking of building and who knows maybe I will send one of these your way for fun.