AI is the output—your business information and knowledge are the input. If your data is scattered, your processes aren’t documented, and your tools don’t talk to each other, AI won’t fix that. To make AI work for you, focus on these three things.

Basically, an entire workday wasted clicking through messages. If we can save even a fraction of that time, that’s hours back in your week—every single week.

If you delegate before you automate, you’re just throwing people at a broken system. You don’t fix inefficiency by adding more hands—you just scale inefficiency.

A couple of our clients have brought this issue up recently, almost word for word. Leads come in hot—great volume, good quality. Their team follows up once, maybe twice... and then? Radio silence.

Your business operates like a machine made up of people, technology, and processes. To keep it running smoothly, identify pain points (bottlenecks), pull the right levers (people, tech, processes), and test adjustments until the issue is resolved. The key is starting small, solving one problem at a time, and continually improving.

I had a difficult time keeping track of every project detail discussed on Zoom calls with clients. I came across a tool called Fathom AI that eliminated this problem for us. I thought it might be helpful to you too.

The Eisenhower Matrix is helping me get rid of the friction that comes with deciding what to do next. You can make one for yourself in about 5 minutes.

Here are three automations you can implement to save time and improve how you manage leads.

Your workflows shouldn’t be complicated. Here’s an easy way to make them smoother: Flowcharts.