💡 Using AI to Plan for AI
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| One of the most exciting strategies we’ve been exploring is creating “context libraries.” What’s that you ask? These are simple, intentional documents or prompts that tell your AI tools how you work, how you think, and what’s important in your client interactions.
Think of it like giving your AI assistant a playbook. You’re not just using AI—you’re shaping how AI supports your business. More clarity in = better results out.
Because AI tools are evolving so quickly, betting on one means increased difficulty changing later. Creating a Context Library with the foundations of your work stored in Google Drive (or OneDrive or Dropbox) makes it easy to use multiple models, or change models in the future.
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🎯 Using AI: Note-Taking for Client Meetings
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We’re excited to be launching a practical new course: “Launching & Using an AI Note-Taker for Client Meetings”
This course will feature: 🧠 A step-by-step guide to setting up, and using a specific AI notetaker: Fireflies (although it can be applied to other tools too) 👂 How to stay fully present during meetings without missing a single detail 📥 Instantly generate summaries, action items, and transcripts 💬 Elevate the client experience with faster, more transparent communication
💡Scripts to inform clients, email templates and FAQs to reduce the friction of making the change
You’ll not only save hours but reduce errors, improve client trust, and run a sharper business.
Ready to take action & DIY this now? If you want to get started, you can check out these episodes of the podcast with the info to start implementing right away:
If you need more of the step-by-step, the full course will be launching in June.
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| 🙋♀️ Want Early Access to the Course?
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We’re looking for a few beta testers to try out the course before its full release. You’ll get: ✅ Exclusive early access ✅ Feedback channels to shape the course ✅ Implementation support If you’d like to be part of the AI Notetaker Beta Group, just reply to this email. |
| 🧭 Takeaway
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Change doesn’t have to be overwhelming. With the right tools and a plan for how to navigate change, it becomes an opportunity to refine, grow, and lead. AI can be your partner—not just in the tasks, but in how you structure your entire business for what’s next. |
| 🎧 Podcast Roundup: Episodes You Might Have Missed
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📺 Want More Business-Transforming Content?
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xo,
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