SMB Growth Expert | Keynote Speaker | 20+ Years Growing Businesses | $5B+ Revenue Generated for Clients from Evergreen Sales Techniques
Canada
Joined April 2008
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I spent 9 months with a human EA trying to stay out of my inbox.
With @bot, I haven't opened email in 2 weeks.
Everything comes to me as cards. I review, I draft, I edit, I approve. Done.
AI drafts most of the emails and proposals in my business.
It sends none of them.
Everything waits until I've read it. A few minutes a day, and nothing goes out in my name that I haven't seen.
What would you never let AI send: quotes, apologies, or renewals?
Count the quotes your team sent last month that nobody followed up on.
That number is usually bigger than the leads you're about to pay for.
Work those first.
What's yours: under 5, 5 to 20, or more than 20?
A client's customers wanted to buy more. To add one service, they had to talk to three departments.
Three conversations. Three waits. The urgency died.
We cut it to:
One conversation.
One contact.
One signature.
Where does your friction live: quoting, contracts, or handoffs?
A quick test before you automate a customer touchpoint:
Read the message out loud as if you were the customer.
If it sounds like it was written for a list, it was. Keep that one human.
Which gets automated first at your place: onboarding, renewals, or complaints?
Got a no this week. The event was already booked.
So I asked one thing: when do you start lining up speakers for the next one?
"Not this time" usually comes with a date. Most people never ask for it.
Log the no, or the date?
One question for the week ahead:
Which customer would you hate to lose most, and when did you last talk to them?
Sunday thought:
Growth that costs you your best customer relationships isn't growth. It's a slow leak.
Which relationship is worth protecting this week?
Quick one: when a deal stalls on your team, what's usually the real reason?
Price, timing, or nobody followed up?
Weekend question for owners and leaders:
What's one task you'd never hand to AI, no matter how good it gets?
Decide where people stay in charge before you automate. Not after a customer finds the gap for you.
What's one moment in your business a machine should never handle?
A question I ask every owner who's growing:
What did you do personally with your first 10 customers that nobody does now that you have 1,000?
What's yours?
Someone paid an AI agency $5K + $1,500/mo for 20 CRM contacts. Then it folded.
Before you buy an AI install, ask:
1. What will it do on day 30 that it can't do today?
2. Who owns it if you leave?
3. Can my team run it without you?
Which one would your last vendor have failed?
Unpopular opinion: most companies don't need more leads.
The cheapest revenue in your business is sitting in accounts nobody has called in 90 days.
Who's calling them this week?
Customers can tell when they've been routed and when they've been helped.
One feels efficient. The other feels like someone cares.
Which one did your last customer get?