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Hello everyone.
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And welcome to a live episode of the leveraging AI podcast, the podcast that shares practical ethical ways to leverage AI, to improve efficiency, grow your business and advance your career.
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This is Isar Meitis, your host, and this is a very, Interesting and fascinating episode.
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First of all, because I literally just made it to New York, 15 minutes ago and I had to get into an office, we work and find a space and set everything up, but I'm ready and we're good to go.
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So I'm happy about that.
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But I'm a lot more excited about the topic of this episode.
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So most of my episodes are very practical, tactical ways on how you should leverage AI in your business.
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And I host Amazing experts that share their skills and what they're doing with AI.
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Today's guest Izzy Bedoya is the only person that is coming on the show twice.
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So she's the first one ever to come in for the second time.
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That tells you how much I trust what she's doing, but also the other reason I'm very excited about today's show is a lot of you are asking me on LinkedIn and when you're chatting with me or people who meet me in conferences that I get to speak a lot on, like the one I'm doing in New York today and people ask me for actual use cases.
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yes, these things that you're sharing are amazing, but give me some hard numbers, like what results are people achieving with the processes that you're sharing?
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And so I lucked out because we scheduled this, I don't know, a month ago, but Izzy yesterday or this morning posted about her results with using this system.
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So here are some hardcore numbers for you on what using automation together with AI can do for your business.
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So in 2022, Izzy had a team of 12 plus people and plus, and when I assume plus, and I'll ask you in a minute, Izzy, I assume that's like subcontractors and people who are not actually core to the team.
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And she went down to a team of three.
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So that's a 75 percent or even more downgrade in the size of the team and her revenue tripled.
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So that tells you that this whole AI automation thing actually works.
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And if you see the trajectory and what she's doing in 2024, you will understand that it didn't stop in 2023, it just keeps on growing.
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And all of it, literally a hundred percent of it is built on AI.
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On building an automation machine that rhymes with a lot of AI capabilities in the background.
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If that's not exciting to you, I don't know what will be exciting to you.
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So hence why I'm really excited and humbled to have Izzy on the show again.
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Izzy, welcome to
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Leveraging AI.
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Thank you so much.
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Thank you for having me here.
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I'm excited for this conversation.
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So really, I, like I said, I lucked out.
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You literally just put out this post on 2022 versus 2023 and I think that would be a great starting point for people and to give people understanding what we're going to be talking about.
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We're going to be talking about exactly what Izzy did between 2022 and 2023 in detail.
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So you can do this in your business as well.
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So let's really start with how you got started, like what processes you had in your business and how are they working pre AI very quickly so then we can figure out what you actually automated and then we can dive into the how, which is going to be the majority of the episode.
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Yeah, absolutely.
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Absolutely.
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In a nutshell, excuse me, I'm just getting over a cold.
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but in a nutshell, basically, in 2022 and even since 2021, my main business has been like a Go HighLevel, agency, right?
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So I'm like reselling Go HighLevel, which is like a CRM, funnel builder, et cetera.
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And in the past, I had all these like little, like one off offers too, which created the need for more team and more.
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subcontractors and stuff like that.
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So one of the biggest things that I did is I just simplified everything and just focused on that one core offer.
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And then, we'll probably get into this, like along today.
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But, one of the biggest things that I did was I actually automated the entire client fulfillment process.
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So we could actually sell the SAS at a higher price point and still be able to deliver results for clients in a automated, process.
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Cool.
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Really, you had a SaaS slash service business around it that is now mostly automated if you have.
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So again, to put things in perspective, you're talking about having 50 plus clients a month and we are building like onboarded and served by a team of three.
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Yeah.
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So again, just putting things in perspective, that's not.
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Standard.
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Let's put it this way.
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I can use other adjectives, but I'll be very subtle with what I'm saying.
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It's incredible.
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So let's really go to what processes you started with.
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And you know what, I'll actually rephrase the question.
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What processes should a person start with?
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Like, how do you pick the best processes to start with AI automation?
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If you run a business and again, you're doing everything in your business, you're doing marketing, you're doing, product development.
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prospecting, onboarding, sales support.
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You have a lot of backend documentation that needs to be updated all the time because you're giving it to your clients as a way to use the systems and processes you're giving them and probably resell and upsell.
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So literally everything a business has, how do you pick?
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The first thing to start with, because if you look at the whole board, you're like, holy crap, I don't even know where to start.
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It's so scary.
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So I'm not going to do anything, which I'm sure a lot of people are in that situation right now.
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Yeah, that's a great question.
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And typically I think the go to that most people go to is, wanting to monetize or wanting to automate their, the sales process, which makes sense, right?
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You want to automate the sales process.
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You can generate more revenue.
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I think for this time around though, what I did is something different.
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I actually started with client fulfillment because I realized that, if I do want to grow a business, the biggest bottleneck is going to be client fulfillment.
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So if I start growing the sales and start bringing in a bunch of clients and we don't have the client fulfillment streamlined, it's going to be a nightmare.
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And that's pretty much what happened in the past year when I was actually having to manage a bunch of people and everything.
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we just didn't have a streamlined client fulfillment.
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That was one of the biggest headaches.
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Okay.
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So by the way, I agree with you a hundred percent.
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I think onboarding clients to disappointment.
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is a really good recipe for failure in the longterm because you're going to get really bad reviews and bad press and you won't be able to grow your business.
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So client fulfillment could mean a lot of things for a lot of people, but let's stay within the realm of what we're talking about right now, which is SaaS and service versus products, which I'm sure becomes a lot more complicated.
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So in this world of, okay, I'm delivering a SaaS product and I am providing a service around my SaaS product.
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What are the things you built as automations with AI in order to do this client fulfillment?
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So pretty much the entire, client fulfillment journey.
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So when a client comes in, we build out their funnels and we build out their, for example, we build out their bootcamp funnel or like a virtual event funnel.
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We build out all the automations for that funnel as well.
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Like the email marketing, the SMS reminders, like all of the automations that you could think of also tracking the lead from.
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opt into putting them in a pipeline and seeing the journey.
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So it was really like, that was essentially the offer.
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So then I had to figure out how to automate that whole thing.
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And I was able to do it inside of Go HighLevel and also using, custom GPTs.
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So now whenever someone comes in.
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We have a video that shows them how to, and it's all automated, right?
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So they get an email and it's Hey, welcome.
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You're in step one.
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Here's the link to, for the GPT.
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Here's the link for the video.
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And then here is, a link where you can actually submit your answers in this form.
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And when they submit their answers in the form, which the GPT gives them exactly what they need to put in.
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the reason why we didn't automate the GPT transferring to the form is so that the clients could have a little bit of freedom to update their, their copy before it gets on the form.
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When it gets on the form, then it automatically gets populated on the funnels.
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And then now I have Juan, who's like a member on our team, Juan goes in and just makes sure that the pictures are good and the branding colors are good and everything, so we're able to build funnels really like super fast and when they fill out the form it also auto populates their emails, their sms, it moves, like it just literally just does everything, so it allows us to, to help clients faster.
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Now one thing that I didn't do and I should have done it, But we just helped one of our clients do this, the actual videos, I actually filmed those videos, but we just had one of our clients do an entire course from end to end using, AI, like an AI avatar and AI voice and Canva for the, for
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the slides.
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Okay, so let's break this down for people, right?
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So the very first step that you must do is to map client journey, right?
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You need to actually know all the steps.
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It's not Oh, we know, like we talk to them on the phone, they do the thing, like you have to know the steps in a very detailed way and document it very clearly.
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Once you have that, you really can start breaking this down and how you automate each and every one of the processes.
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So those of you who don't know what Go HighLevel is, it's.
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It's like a one system does it all thing, right?
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It's a CRM, it's an email automation, it's a landing page platform.
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It's does everything you need in order to engage with prospects and customers and, but you can do this with other platforms, right?
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It doesn't really matter.
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It's the fact that you have these functionalities and really what you're saying is you built the entire onboarding process from including all the how to's.
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So for every step you put the client in addition to an email, there's a video, there's a process, so people cannot get lost.
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And like you're saying, you're feeding them with, with everything ready.
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Like you don't expect them to understand what to do.
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You're like, okay, copy this from here, put it in this thing there, and then you will get the results you need to get.
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So let's talk specifically about.
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the combination of GPTs and how this works with, because on one hand you have an email automation.
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I think everybody knows what that is and how it works.
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On the other hand, you have a GPT.
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I'm like, okay, those of you who don't know, GPTs are like mini customized versions of chat GPT that are.
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tailored to do something very specific.
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You give them instructions and they can do those instructions time and time again, very consistently, with or without specific inputs from the user.
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So you can tell it as part of the instructions, ask the user for X, and then it will give it to you and so on.
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So how do you connect the two?
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what are the touch points and how did you develop that whole system?
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So it was a lot of, It took me like four iterations to get to this stage.
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Every time it was just figuring out, one step further, one step further, how can I make this process smoother?
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And one of the things that I realized was that, this happens pretty much in like any coaching program, especially people join, they don't take action, they don't do anything.
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And then you want them to take action.
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so then I figured, okay, maybe it's just because they don't know.
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You know how to log in or whatever the case is.
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And, so I really had to like, think about how to simplify it and how to like really dummy it down to the point where it's like, they know, cause it's three components, right?
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It's a GPT, it's a form and it's a video.
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How do they know at any given moment what resources to use and all of that?
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and then I just thought about, how could I like super simplify it so there's no room for error.
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And then in addition, as soon as someone, like if someone doesn't fill out the form, it also has an automated reminder, like every three or four days to saying, Hey, don't forget to fill this form.
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So it pushes them to take the action step.
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but really it was just a lot of experimentation and seeing where people were getting like hung up and just also testing and trying different things, to see like, how could we simplify it just so that we can make the whole process super streamlined.
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So the form is in the GPTs.
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I'm just trying to make sure I understand.
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Yeah.
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so I programmed the, so essentially like the prompt that I use for the GPT, it's like, however many steps, like four, four steps usually, which is Target audience and then figuring out the actual let's say it's a boot camp So let's figure out the topic for the boot camp figure out the landing page copy figure out the emails Figure out the presentation slides like all of that And and specifically for the landing page copy I have it formatted so it gives us the landing page copy in a certain format So that we can just copy and paste that into, or they can copy and paste that into the form that they're supposed to submit.
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And then that form, it's called custom values.
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So that form has custom values that are programmed on the funnel already.
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So the form talks to the funnel and it just automatically populates.
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So I'm still confused and I apologize.
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It's probably me.
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Where does the GPT come into all of this?
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Like the form
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is still The GPT is the information
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provider.
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Oh, okay.
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Okay.
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Okay.
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So you basically using the GPT as a onboarding assistant to help the user figure
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out what to do.
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Yeah, it's like a coach hybrid with a copywriter.
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so instead of me having to sit with each person one by one, telling them how to create their offer, how to do everything, it's all programmed inside of the GPT, so it's basically like I have these GPTs that are acting as like mini coaches slash copywriters or whatever it is that they're programmed to do.
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And every step has its own GPT.
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So they're custom for that very specific task.
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Yep.
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Exactly.
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Now I understand.
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first of all, I think this is brilliant, right?
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So going back to what we said before, it's a multi step process.
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Like any onboarding of any client is a multi step process.
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And you have to support the users through that process, or they will fail, which means you will have less clients, or you will need to invest more resources in getting happy clients.
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And what easy did is basically create GPTs that help in the onboarding of people into the different steps and literally tell them what to do and what to copy and where to put it in and how to follow the different steps.
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Can you show us an example of one of those?
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So we can, instead of imagine, Yeah, you want me to share my screen?
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Yeah, sure, let's start with step one and then we'll see how much time we have, but they will be awesome to actually go through
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all the steps.
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All right, cool.
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let me go in here into the automation.
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I'll show you the, the whole workflow essentially, but it's essentially taking someone from start to finish.
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one of the, what we do basically, like I was saying is, as we set up like the funnels and the automations and stuff like that, so for my client, from, From an internal perspective, I should say when a client comes in, they get hit with an automation, right?
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And in this case, if we just skip over to like step three is let's build the lead magnet funnel.
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The first step is going to actually move them into the stage so we can have a visual in the pipeline to see the client, the lead magnet, then we'll get, an email that goes out and it's Hey, in this step, we're going to work on your lead magnet.
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This is the reason behind why we want to do the lead magnet.
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Here's the video.
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Here's the GPT to use.
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And then here is the, the actual form that you're going to fill out.
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So if I just put
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three, I want to pause it just for one second to, in order to explain to people, what is it that you're selling?
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Because I think that will make a lot more sense.
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So Izzy is basically selling the same system that she's using.
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Yeah.
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So everything that she is telling you, okay, create your own form, create your own onboarding, create your own landing page, create your own copy is because she's basically selling the same solution that she's using herself.
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And so when she's talking about this, what do you mean my funnel?
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That's what we mean.
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But if you generalize this could be explaining to a client, Any onboarding process, right?
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It doesn't have to be what is easy to do this for.
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This could have been anything.
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This is basically step one.
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What you need to do to get onboarded to the system.
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I'll give an example from my world.
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I just, I'm speaking at an event in next week and it's a very large corporation and I had to speak with five different people and go through three different systems to become a supplier to them.
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And so this is basically what this is trying to prevent, right?
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It's me self serving through an automation combined with a GPT that will help me through the process.
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Yeah, exactly.
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Exactly.
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and like you said, you can do, you can program this for anything.
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This is just like our client journey.
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for anyone that doesn't know what a lead magnet is, it's basically a funnel.
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It's like a landing page where someone can give you their contact information in exchange for a free download.
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So essentially that's what we're trying to build.
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So the email that the client's getting whenever they hit this stage and As you'll see, each stage essentially takes them somewhere else.
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in this particular stage, we're just telling them, we're just telling them, please fill out the lead magnet funnel.
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So it's telling them, this is a Loom video that's showing how to access the video in the portal.
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because believe it or not, that was one of the questions that we kept getting, like, How do I access the course or what video in the course, right?
00:18:05.415 --> 00:18:08.026
And it's like little things like that create hangups for people.
00:18:08.286 --> 00:18:11.165
So then when they go actually in the course, they go to build.
00:18:11.265 --> 00:18:14.135
And now here they have, we're talking about the lead magnet, right?
00:18:14.135 --> 00:18:19.224
So step three, and then in the lead magnet, they're going to see all of this information.
00:18:19.224 --> 00:18:22.556
They're going to see an example of how I use the custom GPT.
00:18:22.955 --> 00:18:26.096
They're going to see all this information, why they need the lead magnet.
00:18:26.836 --> 00:18:30.546
Now we named our, we named our GPTs to have names.
00:18:30.865 --> 00:18:33.036
So it has that Oh, you're working with people effect.
00:18:33.435 --> 00:18:41.746
So in this case, we gave this, Jimmy is a lead magnet one, And Jimmy is the one that's going to be responsible for creating your entire lead magnet from end to end.
00:18:42.145 --> 00:18:48.336
From the actual file that they download from the actual emails that got sent out the actual copy for the, for the thing.
00:18:48.336 --> 00:18:56.165
And as you can see here, I can just put, Or I should have, that should say Jimmy, but anyways, as you can see here, it's going to ask us a couple of questions.
00:18:56.165 --> 00:19:02.135
I'm just going to say create a mock scenario just for the, just for these purposes.
00:19:03.695 --> 00:19:10.536
So essentially the client has to answer these four things, and once they answer these four things, now they don't have to think from scratch.
00:19:10.726 --> 00:19:14.365
The GPT is going to actually create all of this information for them.
00:19:14.925 --> 00:19:18.496
And, And it's going to give you all of this, information.
00:19:18.846 --> 00:19:24.536
So as you can see here, the funnel landing page, this is now where it's formatted is specifically how we need it.
00:19:24.546 --> 00:19:30.175
So if you go back to step number four, that they're supposed to take here is fill out this actual form.
00:19:30.806 --> 00:19:31.915
And, Sorry, not that one.
00:19:31.915 --> 00:19:32.635
That's a revision.
00:19:32.806 --> 00:19:33.645
This form here.
00:19:33.996 --> 00:19:36.816
And as you can see here, it says, who is your target audience?
00:19:37.125 --> 00:19:38.645
And here it says target audience.
00:19:38.655 --> 00:19:39.836
So you just copy this part.
00:19:40.165 --> 00:19:42.665
And it says title, excuse me.
00:19:42.986 --> 00:19:44.246
So then it says title here.
00:19:44.276 --> 00:19:45.685
Then you just copy the title here.
00:19:45.685 --> 00:19:48.185
Then it says compelling headline and compelling headline.
00:19:48.185 --> 00:19:49.486
So you're just copy and pasting.
00:19:49.486 --> 00:19:53.780
Now, the reason why we didn't automate this part, That it's pretty much just filling this out.
00:19:54.141 --> 00:20:06.500
Reason why we didn't automate that is because, we want people to have that like flexibility of updating whatever was created by the GPT and then actually giving us something that is, what something that they would actually do.
00:20:06.861 --> 00:20:11.961
And now in terms of the actual, funnel, now the funnel in this case,
00:20:13.770 --> 00:20:14.530
Let's see here.
00:20:14.540 --> 00:20:18.651
So I want to pause you just for that, just one second for the people who are listening and not watching the screen.
00:20:19.070 --> 00:20:24.150
So what we're actually looking at is there are two components.
00:20:24.150 --> 00:20:34.441
One of it is a form that the users have to fill up in order to, Continue down the path of developing the solution that they want to develop, but it's hard.
00:20:34.451 --> 00:20:36.871
Like it's questions that they may or may not have answers to.
00:20:37.250 --> 00:20:46.960
And this is obviously a friction point that may cause them to either drop and not use it at all or ask for a refund or just bother your customer service because I need the help.
00:20:46.960 --> 00:20:48.440
I don't really know how to fill this thing out.
00:20:49.109 --> 00:20:50.550
And what the GPT does.
00:20:50.861 --> 00:20:52.711
Is it walks them through the process?
00:20:52.740 --> 00:21:00.509
It asks them simple questions that they know how to answer and in return gives them exactly what they need to put in the form.
00:21:00.810 --> 00:21:08.230
And if you think about any service provider for sure has this kind of an onboarding process, myself included.
00:21:08.230 --> 00:21:09.990
So I provide consulting to companies.
00:21:10.349 --> 00:21:13.221
I send them a form to fill out to understand stuff about their company.
00:21:13.760 --> 00:21:14.611
Sometimes.
00:21:14.986 --> 00:21:16.445
They know sometimes they don't know.
00:21:16.455 --> 00:21:31.016
So developing a GPT that can help your customers answer the question that are being asked in an easier, simpler way and generating the responses for them reduces a lot of friction, increases the chances of them doing it successfully without asking for help.
00:21:31.215 --> 00:21:37.756
And again, that's true for, Any client onboarding on the planet, probably, and it's just simplifying the process.
00:21:37.776 --> 00:21:47.806
And what Easy said about fully automation, in theory, Easy could have made the GPT write the data straight into the form without asking the user anything in between.
00:21:48.115 --> 00:21:57.125
But the idea here is to really give, like Easy said, instead of them staring at a blank sheet of paper, Here's a starting point.
00:21:57.296 --> 00:21:58.286
Is this good enough?
00:21:58.296 --> 00:21:59.586
Is this exactly what you need?
00:21:59.586 --> 00:22:00.685
Is this exactly what you want?
00:22:00.846 --> 00:22:04.576
Is this really your target audience or whatever else may be in your world?
00:22:04.895 --> 00:22:11.046
And then you can start with what the GPT gives you and continue from there to develop the idea or to add points.
00:22:11.046 --> 00:22:14.945
And it gives you a starting point, which dramatically simplifies the process.
00:22:16.375 --> 00:22:17.115
Absolutely.
00:22:17.536 --> 00:22:19.516
And, and that's actually one of the biggest things.
00:22:19.516 --> 00:22:23.556
And I think the stat is like 90 percent of online courses don't even get opened.
00:22:23.935 --> 00:22:38.625
and we were seeing that too, like when I didn't have this whole, automated onboarding process, I started, realizing a lot of people just don't know what to do, or they get too GPT really helps and it can, it creates the whole copy.
00:22:38.625 --> 00:22:48.175
And then here it says, Now that we've done this, the next step is actually, so it's, if I just open up this, this GPT, I can show you here that it actually has the steps.
00:22:48.175 --> 00:22:52.865
It actually has, step, step three, for example, after you generate the copy.
00:22:53.060 --> 00:23:19.800
Create the actual copy for the for the lead magnet and after that write a five part sequence So it's essentially everything that a course would have taught them how to do is just compressed into one gpt So it even saves their time our entire course Takes maybe about less than 90 minutes to go through all the videos and, but the work that we're doing, we're saving six months of work for any founder that's, setting up their funnels and we're able to condense it.
00:23:19.810 --> 00:23:25.901
And the fastest we've done a setup for is we had a client that he literally spent an entire Saturday.
00:23:25.901 --> 00:23:27.371
He said it took about eight hours.
00:23:28.131 --> 00:23:34.840
Spent that entire Saturday, filled out all the forms, did everything, and we were able to get him set up like super fast within a couple of days.
00:23:35.171 --> 00:23:43.330
So normally if you do this the manual route, you have to hire VAs and do all these different things and it's usually about a six month, Workload, right?
00:23:43.330 --> 00:23:44.681
So we're able to accelerate that.
00:23:44.951 --> 00:23:52.820
And then the funnel, this is like how the funnel looks, it looks like gibberish because these are all custom values that are, attached to this, the output of the form.
00:23:53.090 --> 00:23:58.141
So whenever they fill out the form, it's not, it's going to actually, fill out all of this information.
00:23:58.145 --> 00:23:58.346
So
00:23:59.236 --> 00:24:05.701
even this, so again, for those of you listening and not watching, what we're looking at is a framework of a landing page, right?
00:24:05.701 --> 00:24:06.840
It's just a wire frame.
00:24:06.901 --> 00:24:08.760
That's the word I was looking for, not framework.
00:24:08.790 --> 00:24:08.911
Yeah.
00:24:08.971 --> 00:24:11.820
A wire frame of a landing page that has.
00:24:12.181 --> 00:24:14.770
Multiple segments, like everything you need to have in the landing page.
00:24:15.080 --> 00:24:22.211
But instead of having the actual text and the actual content, it has these parameters in like squiggly brackets.
00:24:22.840 --> 00:24:28.171
But what happens behind the scenes is the automation, which I assume is built in GoHighLevel, right?
00:24:28.171 --> 00:24:30.090
So that's what actually fills up this form.
00:24:30.131 --> 00:24:31.191
Everything's in GoHighLevel.
00:24:31.766 --> 00:24:35.506
So the parameters that people, so again, I'll explain the process.
00:24:35.516 --> 00:24:38.625
So people understand there's an onboarding process.
00:24:38.625 --> 00:24:48.695
The onboarding process has a GPT that walks the user on how to fill up the form that will build everything they need in a faster way.
00:24:49.195 --> 00:24:52.546
Once they fill up the form, the automation behind the scenes.
00:24:52.971 --> 00:25:08.951
Actually builds landing pages, emails, and so on, on behalf of the user so they can start marketing to their clients with the minimal amount of work, which is obviously very attractive to anyone who is trying to create a marketing automation process.
00:25:10.471 --> 00:25:10.921
For sure.
00:25:11.401 --> 00:25:12.770
Yeah, that's the whole idea.
00:25:13.361 --> 00:25:15.971
and, and yeah, that's essentially what we were able to do.
00:25:15.971 --> 00:25:17.320
We just did this across.
00:25:17.320 --> 00:25:17.441
Thanks.
00:25:17.705 --> 00:25:24.096
three or four different funnel structures, so like a lead magnet, a low ticket offer, roundtables, and high ticket offers.
00:25:24.566 --> 00:25:25.766
And it's the same process.
00:25:25.766 --> 00:25:31.945
They just, watch a video, use the signed GPT, and then fill out whatever, form they need to fill out.
00:25:31.976 --> 00:25:38.675
And then also for revisions, just to make it easier for us as well, we streamline revisions so that they send us everything in one place.
00:25:39.056 --> 00:25:41.955
And it, it cuts out a lot of the back and forth.
00:25:42.336 --> 00:25:45.461
Um, so yeah, the whole thing is very streamlined.
00:25:46.441 --> 00:25:49.681
So I want to touch on two points and then I want to ask a follow up question.
00:25:49.681 --> 00:25:58.510
The two points are, again, if we generalize this to any universe in business, what a process like this enables you to do.
00:25:59.036 --> 00:26:19.826
Is to allow people who have zero technical skills to set up really sophisticated things because what's happening here is, and those of you don't come from the marketing world, take it to any other process you do know, whether it's a logistical process or an installation process or a setup process, whatever the case may be.
00:26:20.395 --> 00:26:25.540
But these processes require You to understand how the tools work.
00:26:25.580 --> 00:26:27.080
In this case, Go HighLevel.
00:26:27.490 --> 00:26:29.580
You need to know how to create landing pages.
00:26:29.590 --> 00:26:31.441
You need to know how to create email automations.
00:26:31.441 --> 00:26:33.191
You need to know how to define funnels.
00:26:33.451 --> 00:26:35.260
You need to know how to tie them all together.
00:26:36.661 --> 00:26:40.510
What Izzy and her team did circumvents all of that.
00:26:40.520 --> 00:26:41.671
You don't need to know anything.
00:26:41.891 --> 00:27:02.851
All you need is to answer questions in a form that you're being helped to do by a GPT and then everything else happens automatically behind the scenes, which explains what we said in the beginning, going from three clients a month with 12 people to go and do 50 clients a month with three people, because everything else just happens automatically.
00:27:03.826 --> 00:27:09.205
Now, so that's what I wanted to comment, which again, I find absolutely brilliant.
00:27:10.135 --> 00:27:16.016
I want to go back to the questions that I asked, because I think now people have a much better understanding of, okay, what are we talking about here?
00:27:17.836 --> 00:27:19.576
How do I actually do this?
00:27:19.726 --> 00:27:23.465
Like you sat down now, this, And you've been through iterations and so on.
00:27:24.266 --> 00:27:25.336
How do you start?
00:27:25.736 --> 00:27:31.965
what was the first thing, not that you did, because I'm sure you have a lot of bruises to say that you did the wrong things the first time around.
00:27:33.066 --> 00:27:46.496
If you recommend to somebody who doesn't want to use your system or want to use it for something completely different, what is the thing that you would recommend to me to do in my business tomorrow in order to build something like this for my business?
00:27:47.901 --> 00:27:49.750
Yeah, I think, that's a good question.
00:27:49.750 --> 00:27:53.171
I think the first thing is like really figure out where are your bottlenecks.
00:27:53.611 --> 00:27:55.000
for me, that was it, right?
00:27:55.000 --> 00:28:00.941
The biggest thing was the client fulfillment, but figure out where and actually sit down and audit your time.
00:28:00.941 --> 00:28:02.631
Like, where are you spending a lot of time?
00:28:02.681 --> 00:28:04.038
where are you spending a lot of time?
00:28:04.038 --> 00:28:12.832
What, Where are you putting a lot of resources, or people, or just investing a lot of money, figure out what that is, and then, just start there.
00:28:12.832 --> 00:28:15.231
it's the little wins that's gonna keep you motivated.
00:28:15.672 --> 00:28:26.321
I think for me, it was, like I said, I think it was first figuring out clan fulfillment, but, Depending on your offer and depending on what you're selling also, maybe it's not starting with client fulfillment.
00:28:26.332 --> 00:28:31.571
Maybe it actually truly is starting with, automation on like appointment setting or whatever it is.
00:28:32.071 --> 00:28:43.291
One of the other things that we did is, when we do virtual events, so because of the pandemic and everything, virtual events got really popular, but after the pandemic, there was a decline in virtual events.
00:28:43.811 --> 00:28:45.432
And one of the things that we did.
00:28:46.291 --> 00:28:48.442
As for us, it's always been really profitable and everything.
00:28:48.442 --> 00:28:54.332
So one of the things that we did in the last bootcamp that I did, I put an AI agent to call.
00:28:54.332 --> 00:28:55.672
So it was a three day bootcamp.
00:28:56.442 --> 00:28:59.142
On the first day, they just got email and SMS reminders.
00:28:59.541 --> 00:29:04.392
On the second day, they got email, SMS reminders, but they also had an AI agent call.
00:29:04.501 --> 00:29:08.402
Call their phones about 15 minutes prior to the actual event.
00:29:08.832 --> 00:29:13.711
So the whole reason was to like, get them to, see, it was more of a customer support call.
00:29:13.711 --> 00:29:16.912
Hey, just making sure that you got the link to the replay from day one.
00:29:17.182 --> 00:29:19.041
just curious, what are you here for?
00:29:19.041 --> 00:29:24.561
doing a little bit of qualification and then at the same time, also saying are you going to be in the call later today?
00:29:24.561 --> 00:29:25.971
I'm going to show you how to use.
00:29:26.547 --> 00:29:28.567
how to set up AI agents just like myself.
00:29:28.567 --> 00:29:29.636
So don't miss it.
00:29:30.096 --> 00:29:42.467
So just by doing that, it increased our show up rate from day one, which was like 40 percent of the opted in people, to 63 percent just because we had an AI agent call and get them a little bit hyped up for the actual call.
00:29:42.906 --> 00:29:46.156
and in the process, we got customer research out of it and stuff like that as well.
00:29:48.832 --> 00:29:49.332
Incredible.
00:29:49.352 --> 00:29:50.041
Two questions.
00:29:50.071 --> 00:29:52.711
One, which platform are you using for the call agent?
00:29:54.761 --> 00:29:57.041
So for the calls, I'm a licensed air partner.
00:29:57.061 --> 00:30:00.662
I can share a link probably a little bit later, but, air is really good.
00:30:00.672 --> 00:30:11.701
They're they've been the first to market in the last quarter, like last year, they had a little bit of a bumpy start, but because they're first to market, they're also like, The most advanced out there right now.
00:30:11.701 --> 00:30:14.571
There's other people like simple talk, bland, they're all great.
00:30:14.942 --> 00:30:22.521
but I'm seeing that a lot of them are having like the issues that air was having last quarter, they're having it now and it's, again, it's because they're just like newer technologies, right?
00:30:22.521 --> 00:30:30.852
So at the end of these, all these tools are, they're still, they're going to work great, you're going to encounter bugs here and there, and it's just because it's new technology.
00:30:31.991 --> 00:30:32.301
Yeah.
00:30:32.301 --> 00:30:39.652
So again, to explain to people, there are more and more tools out there that will call people and they sound like normal people.
00:30:39.652 --> 00:30:41.432
They're having an actual conversation.
00:30:42.021 --> 00:30:44.711
The delays are getting shorter and shorter to the point.
00:30:44.711 --> 00:30:47.342
It's almost indistinguishable between that and a human.
00:30:47.791 --> 00:30:55.041
And if the call is very short to the point and simple and very well defined, like in this particular case, Hey, we're having the call in 15 minutes.
00:30:55.041 --> 00:30:55.582
Don't miss it.
00:30:55.862 --> 00:30:57.051
By the way, what are you in for?
00:30:57.626 --> 00:31:03.717
And you even can feed that into some kind of a summary that will be available to the person running the meeting.
00:31:03.997 --> 00:31:07.176
Then he also knows like what people are coming in for and so on.
00:31:07.176 --> 00:31:12.436
So the ability to do that exists right now and whether it's perfect or not.
00:31:12.436 --> 00:31:15.366
And I agree with you, error are probably the best out there for simple things.
00:31:15.737 --> 00:31:17.166
There are better tool.
00:31:17.166 --> 00:31:21.487
If you really want to run like a full call center kind of thing, there are better tools out there.
00:31:21.497 --> 00:31:22.576
If anybody wants that.
00:31:22.922 --> 00:31:24.082
reach out to me on LinkedIn.
00:31:24.112 --> 00:31:43.221
I know a few people who actually run these kinds of companies, but, it's another tool in the toolbox that was not available to us before, unless we had people in a call center, whether offshore or here in the U S the ability to actually call people either a pre or post an event to remind or follow up is now available.
00:31:43.481 --> 00:31:45.122
For a ridiculous amount of money.
00:31:45.132 --> 00:31:46.711
Like it's ridiculous small.
00:31:46.761 --> 00:31:49.311
compared to now I need to hire six people to make a call.
00:31:50.092 --> 00:31:53.102
A hundred phone calls to make sure that people show up, to an event.
00:31:53.471 --> 00:31:56.132
So this is my comment.
00:31:56.281 --> 00:32:05.392
My next question after you did that is what was the, how long did it took you to figure out what this thing should say?
00:32:05.832 --> 00:32:09.231
Like the agent that, because you just script the beginning, right?
00:32:09.231 --> 00:32:14.791
And then it moves forward from there, but how did you figure out, or was it as simple as we're doing this event?
00:32:15.291 --> 00:32:16.622
Here's, what's going to be cool about it.
00:32:16.622 --> 00:32:17.271
Come join us.
00:32:18.622 --> 00:32:20.642
Yeah, like in terms of the AI agent,
00:32:22.491 --> 00:32:25.132
or which, yeah, in terms of the AI call agent.
00:32:25.132 --> 00:32:25.801
Yeah.
00:32:25.801 --> 00:32:26.041
Yeah.
00:32:26.432 --> 00:32:26.791
Yeah.
00:32:26.791 --> 00:32:33.311
So the, if you're using air, it does actually write a script for you, but I tweaked it.
00:32:33.311 --> 00:32:33.862
Of course.
00:32:33.951 --> 00:32:38.142
I wanted it to, you have to go through a lot of role playing with the agent as well.
00:32:38.201 --> 00:32:51.211
I wanted to keep it like short and sweet so it basically just says, if you'd like I can also show you but it pretty much just says, thanks for, joining the bootcamp just wanna make sure, I think it says something along the lines of like just wanna make sure, How you're liking it so far.
00:32:51.211 --> 00:32:53.372
Is there anything specifically that you wanted to learn?
00:32:53.652 --> 00:32:57.721
and then if they're an established business, it does a little bit of discovery.
00:32:58.132 --> 00:33:14.862
So that was just a lot of it was just, testing it just sitting there and having it call me and having these like conversations and, Me fighting back with it, saying I don't have time, don't call me and, seeing what it says and, I had to call my mom and my mom was like, she was like, Oh, do you speak Spanish?
00:33:14.862 --> 00:33:16.551
And then she starts talking to it in Spanish.
00:33:16.551 --> 00:33:18.092
It starts talking back in Spanish.
00:33:18.092 --> 00:33:22.182
So it's just seeing all these like different use cases happen, in real time.
00:33:22.231 --> 00:33:26.561
So I think that's been like the most important thing is just make sure that you spend time actually role playing with it.
00:33:27.021 --> 00:33:28.241
but yeah, if you don't
00:33:28.241 --> 00:33:30.971
know how to script, you're actually gonna be scripting.
00:33:30.971 --> 00:33:32.592
I'll extend what you said beyond that.
00:33:32.922 --> 00:33:36.372
Like all these things, when you build them in the beginning, they have issues.
00:33:36.432 --> 00:33:41.501
Like even the funnels themselves, like any automation thing you put together will break.
00:33:41.922 --> 00:33:43.551
And it will break for sure.
00:33:43.912 --> 00:33:51.261
The trick is to test 20, 30 different use cases yourself, fix the kinks you can find.
00:33:51.531 --> 00:33:55.152
So then it's going to break 1 percent of the time instead of 15 percent of the time.
00:33:55.152 --> 00:34:00.082
And it's going to allow you to onboard just more clients because you will address a lot of the issues in advance.
00:34:00.912 --> 00:34:06.301
And then when stuff happens, just find out what happened and fix that thing.
00:34:06.301 --> 00:34:10.532
And it happens to us still today, like in our automation, Oh, How did this user get this email?
00:34:10.532 --> 00:34:12.052
what the hell just happened?
00:34:12.492 --> 00:34:18.382
And then you go back and you find like a very specific scenario that you never thought of, on how things might happen.
00:34:18.972 --> 00:34:19.311
okay.
00:34:19.362 --> 00:34:23.101
so what you're saying, going back to my very first question is look for stuff.
00:34:24.112 --> 00:34:33.842
Takes you the most amount of resources to do right now, but that is repetitive slash tedious that you need to do all the time and start automating that.
00:34:33.862 --> 00:34:34.516
So I think it's a great point.
00:34:34.817 --> 00:34:35.387
answer.
00:34:36.126 --> 00:34:38.896
But then how do you figure out how to automate it?
00:34:39.527 --> 00:34:43.427
So let's try to make it generic and not your use case.
00:34:43.487 --> 00:34:49.146
I have a process that I'm trying to automate and it's the thing that's bugging me the most.
00:34:49.166 --> 00:34:53.097
And I have four people working on this every single week, half their time.
00:34:53.907 --> 00:35:01.577
How do I get started in figuring out How to automate it and what's going to be the best tools to do that and so on because you obviously figured it out.
00:35:02.077 --> 00:35:09.237
So what's the thinking process, not behind the specific automation, but on how to get started automating things.
00:35:10.922 --> 00:35:13.532
So you have to create like a roadmap, right?
00:35:13.532 --> 00:35:23.922
So when you audit your time, you audit what you're doing, you just have to actually document from point A to point B, what are all the little things you did in the process.
00:35:24.351 --> 00:35:32.911
And then once you have that clear picture, you first, you're going to see Oh, I could simplify this so much more, You're going to have that, that aha moment of like, how do I simplify it?
00:35:32.911 --> 00:35:38.012
And then once you're in that like setting, You can then figure out, Oh, I have to send an email.
00:35:38.021 --> 00:35:39.081
How can I automate that?
00:35:39.101 --> 00:35:48.452
And then that's where the curiosity kicks in because then you go on like Zapier, you go on make, or if you're using Go HighLevel, it has its own built in Zapier type of automation thing, right?
00:35:48.452 --> 00:35:50.621
So whatever tool you're using for automation.
00:35:51.416 --> 00:36:03.476
You just go in there and you just start seeing, can I automate this or can I automate, when I get an email response or when I, when, one of the things that, that, I was trying to figure out was, customer support questions, right?
00:36:03.476 --> 00:36:04.626
So it's like, what is the process?
00:36:04.626 --> 00:36:16.626
They send us an email, or they send me a LinkedIn or they send me a, They send me through all these different channels a question and then the questions sometimes fall through the cracks because I have to go through all the channels to find the client's question.
00:36:17.126 --> 00:36:32.282
So inside of the GoHighLevelAutomation section, I found that you could When you submit a form, you could send that information to a Google Sheets and then the Google Sheets can then send me a reminder that, hey, a question was submitted.
00:36:32.652 --> 00:36:42.351
So just by seeing that bird's eye view of like how your processes, then you train your clients on if you are a client and you have a question, this is where you ask it.
00:36:42.391 --> 00:36:44.552
Otherwise, I can't guarantee that you'll get a response.
00:36:44.561 --> 00:36:46.072
So for your own best benefit.
00:36:46.387 --> 00:36:47.266
go through this form.
00:36:47.666 --> 00:36:53.536
And, so you create your automation and then you train your clients and you train people how to use it so that it only makes you more efficient.
00:36:54.887 --> 00:36:56.456
That's a very good advice.
00:36:56.456 --> 00:36:59.876
And I'll generalize it again and make it very practical for people.
00:36:59.876 --> 00:37:10.117
So one of the things that I give to people who go through my course, and we have an AI, business transformation course where it's four sessions, and they're very detailed on how to take a business.
00:37:10.641 --> 00:37:16.092
On how to use AI across multiple things and how to build a strategy around using AI in your business.
00:37:16.652 --> 00:37:20.711
And very, it's a mix of strategy and tactics, right?
00:37:20.711 --> 00:37:26.032
it's both these things, but on the tactical side, one of the things that connects to what you do, we have a Google sheets.
00:37:26.947 --> 00:37:33.166
form that we've already created that allows you to fill in every task that you're doing as you're doing it.
00:37:34.106 --> 00:37:37.126
And then for each and every one, and it's, and it falls into categories.
00:37:37.126 --> 00:37:38.146
This could be finance.
00:37:38.146 --> 00:37:44.226
It could be marketing sales, HR, like whatever, department in the business has dropped down menus for all of these.
00:37:44.447 --> 00:37:46.577
And you pick the specific task you're working on.
00:37:46.847 --> 00:37:49.567
And really you can give this to every single employee in the company.
00:37:49.786 --> 00:37:52.286
And all they have to do is click the drop down menu and say, okay, I'm working on this.
00:37:52.286 --> 00:37:52.887
I'm working on this.
00:37:52.887 --> 00:37:53.556
I'm working on this.
00:37:53.956 --> 00:38:01.797
And within two weeks, you have a list of all the tasks that are done in your business, according to the different departments.
00:38:01.836 --> 00:38:05.197
And then for each and every one of these tasks, there are like.
00:38:05.731 --> 00:38:12.492
five or six or seven, I don't remember, drop down menus that basically ask you the questions that is related to, is it repetitive?
00:38:13.041 --> 00:38:16.871
Is it what's the risk of this process working not correctly?
00:38:16.902 --> 00:38:17.782
what is it going to do?
00:38:18.172 --> 00:38:23.291
How many hours a week or a month are invested in this process and so on and so forth.
00:38:23.472 --> 00:38:33.771
And by selecting the drop down menus, It gives this task a score of how effective it's going to be to automate it with AI or without AI.
00:38:33.771 --> 00:38:37.592
So there's actually two columns because people are now so now, Oh my God, I can do this.
00:38:37.592 --> 00:38:41.101
I'm like, there's a lot of stuff you can do with no AI, like just pure automation.
00:38:41.291 --> 00:38:46.342
Like a lot of stuff that you said, the form fills out the landing page information.
00:38:46.351 --> 00:38:46.521
That's.
00:38:46.822 --> 00:38:47.961
There's no AI in the process.
00:38:47.972 --> 00:38:49.661
It's just simple old school automation.
00:38:49.961 --> 00:38:53.032
So it gives you grades, basically numbers.
00:38:53.081 --> 00:39:03.802
And then you can see what's the things that you should probably automate first, basically, but to what you said, the things that takes the most amount of time in your process.
00:39:03.802 --> 00:39:08.981
The other thing that you can add to that is really what's on your critical path of stuff you're doing in your business, right?
00:39:08.981 --> 00:39:12.331
There could be stuff that's taking a lot of time, but it's not going to.
00:39:12.621 --> 00:39:13.811
Generate a lot of revenue.
00:39:13.811 --> 00:39:19.751
It's going to be not going to save you a lot of expenses, just stuff you have to do, then maybe it's less urgent than the other things.
00:39:19.762 --> 00:39:23.552
So there's ways to really map the processes.
00:39:23.552 --> 00:39:25.382
The other thing that we recommend to people to do.
00:39:25.382 --> 00:39:26.481
And again, I'll recommend it here.
00:39:26.481 --> 00:39:27.141
And I apologize.
00:39:27.141 --> 00:39:37.422
I'm taking time from you, but I, but it's, I think it's a great brainstorming session for both of us, to drill down to the process itself, like to the level of, okay, what are you doing when you're doing this task?
00:39:37.882 --> 00:39:39.112
You can ask people.
00:39:39.112 --> 00:39:39.172
Okay.
00:39:39.452 --> 00:40:10.342
To record themselves on the screen, if it's a, in front of a computer thing, or to record themselves on their phone, if it's a field kind of task, it's not, I'm not sitting in front of a computer and then you can transcribe what they're doing and if it's a screen recording, you can grab the screen recording as well, and then you can load that to any, your favorite large language model, Claude, ChatGPT, Gemini, like whatever you'd like to use and ask it to build an SOP out of it based on what people are saying that they're doing.
00:40:10.981 --> 00:40:14.681
And then it knows the time it's taking because it knows the length of the recording.
00:40:14.681 --> 00:40:17.041
It knows exactly what the person did, which screen they're going to.
00:40:17.211 --> 00:40:20.992
And all they're doing is doing what they're doing anyway, sharing it in words.
00:40:20.992 --> 00:40:25.552
I'm clicking on this, I'm opening this menu, I'm going to this thing, I'm typing that, I'm copying it from here to here.
00:40:26.251 --> 00:40:27.561
And it can build an SOP from you.
00:40:27.561 --> 00:40:30.742
And you can use this as a baseline to the automation.
00:40:30.751 --> 00:40:37.411
So there's multiple ways, even if you have nothing, to build the initial map.
00:40:37.702 --> 00:40:40.777
So now you can start figuring out what to automate and how to automate.
00:40:40.777 --> 00:40:41.097
Yeah,
00:40:41.617 --> 00:40:42.657
I think that's the best way.
00:40:42.847 --> 00:40:44.367
It's having that like full roadmap.
00:40:45.056 --> 00:40:51.327
So I got one more question on the practical side of the GPTs because I find it really fascinating the way you did it.
00:40:51.327 --> 00:40:53.777
And again, those of you who didn't build a GPT, don't be afraid of it.
00:40:53.777 --> 00:40:59.751
It's literally like using chat GPT, only telling it what will happen if whatever different scenarios.
00:40:59.751 --> 00:41:01.731
One thing is again, how did you get started?
00:41:01.742 --> 00:41:05.302
Did you get started like on a document on the side with the flow chart?
00:41:05.331 --> 00:41:07.211
Like, how did you get started programming it?
00:41:07.862 --> 00:41:10.922
And second, how did you test it out?
00:41:10.981 --> 00:41:13.112
did you actually play the client again and again and again?
00:41:14.427 --> 00:41:16.637
Yeah, the mock, yeah, the mock up scenario.
00:41:16.686 --> 00:41:18.246
it was a lot of testing.
00:41:18.356 --> 00:41:25.626
probably like this has been, and I know earlier you said, I'd probably learned a lot and I have a lot of bruises through it all.
00:41:26.007 --> 00:41:31.726
So I've had to recreate this program maybe like four times in the last, I don't know, six months or so.
00:41:32.097 --> 00:41:36.847
and every time has just been, Automating and making it more efficient every step of the way.
00:41:36.907 --> 00:41:39.967
So I think by doing it so many times, it just was natural.
00:41:39.967 --> 00:41:41.856
what are the steps that the client has to take?
00:41:42.286 --> 00:41:45.726
so now I thought about that and I put it in a GPT.
00:41:46.016 --> 00:41:47.862
if you want, I can share it with you.
00:41:47.862 --> 00:41:49.097
My, my little template thing.
00:41:49.097 --> 00:41:49.297
Yeah.
00:41:49.827 --> 00:41:50.396
That'll awesome.
00:41:50.396 --> 00:41:53.532
So a lead magnet.
00:41:54.101 --> 00:41:54.282
Lemme
00:41:54.282 --> 00:41:58.956
float up because I was just trying to create a very detailed long GPT.
00:41:59.827 --> 00:42:03.027
And first of all, I found out it's limited to 8, 000 characters or words.
00:42:03.027 --> 00:42:03.556
I don't remember.
00:42:03.556 --> 00:42:06.536
I think it's 8, 000 words, which I did not know, but I hit the limit.
00:42:06.597 --> 00:42:08.567
I'm like, Oh, I did not know these things have a limit.
00:42:08.896 --> 00:42:14.177
So now you have to go back and simplify your instructions because you literally run out of room.
00:42:14.177 --> 00:42:18.177
And I'm like, I was able to do 6, 000 words instead of 8, 000.
00:42:18.217 --> 00:42:22.347
okay, I should have started with being it more, accurate in what I'm asking for.
00:42:22.706 --> 00:42:25.277
So I'm sure again, I, it will be awesome to look at your process.
00:42:26.931 --> 00:42:28.842
Yeah, and that happened to me too.
00:42:28.922 --> 00:42:32.981
I also found when I was putting stuff in like the knowledge base It wasn't like performing as well.
00:42:33.422 --> 00:42:47.416
alright, so this is like my custom GPT instructions, basically This is like this is the backbone of it all and then I just changed the instructions here So just to go through it I start by saying what is your goal?
00:42:47.467 --> 00:42:48.126
what is the role?
00:42:48.387 --> 00:42:51.106
So you're going to be like a lead magnet specialist or whatever.
00:42:51.527 --> 00:42:54.777
And then I just remind them of the actual outcome that we're looking for.
00:42:55.646 --> 00:43:00.117
And then, and then this is just like all best practices in prompt engineering.
00:43:00.117 --> 00:43:01.757
You want to give it like a raise.
00:43:01.757 --> 00:43:03.086
You're going to tell it to breathe.
00:43:03.097 --> 00:43:08.467
You're going to tell it to, you're going to put if you don't do this, you're going to get punished kind of thing.
00:43:08.467 --> 00:43:10.746
And then all the, like sticks
00:43:11.286 --> 00:43:11.876
and carrots.
00:43:11.931 --> 00:43:14.751
This is all you don't touch any of this.
00:43:14.771 --> 00:43:17.492
You just go and you just change this and this.
00:43:17.541 --> 00:43:20.652
now the, anything in the exact instructions.
00:43:20.652 --> 00:43:26.481
So pretty much here, this means that this is where you actually share your input, your, steps.
00:43:27.032 --> 00:43:35.931
Now, the reason why it's like in these like carrot things is because it's pretty much saying like this prompt here is saying don't share anything inside the exact instructions.
00:43:36.422 --> 00:43:42.362
which by the way, I assume, is not really bulletproof, like people can still get to it, but yes, I do the same thing, even
00:43:42.362 --> 00:43:52.692
though I know, yeah, there's some people that they do a lot of throw a lot of gibberish at it and it'll eventually crack, but, but for the most part, I have tried cracking these GPTs and I still haven't been able to do it.
00:43:52.702 --> 00:43:57.541
So anyways, the, what you want to do is you want to put your step by step instructions.
00:43:57.811 --> 00:44:02.931
So for example, in the, In the GPT for, here, let's just use this one for example.
00:44:04.541 --> 00:44:08.751
In this one, I'm saying like, okay, there's four types of posts that you're gonna create.
00:44:08.751 --> 00:44:11.972
You're gonna create videos, carousels, freebie, and relatable posts.
00:44:12.322 --> 00:44:16.322
And then I give it like exact instructions for the video post.
00:44:16.322 --> 00:44:20.521
You're gonna do this for the, and then here it's creating the script, right?
00:44:20.882 --> 00:44:23.081
And then you have what's the next one after that?
00:44:23.487 --> 00:44:24.876
After that is the carousel.
00:44:24.876 --> 00:44:27.396
So it's the actual format for the carousel.
00:44:28.067 --> 00:44:31.257
So it's just very strategic, step by step instructions.
00:44:31.257 --> 00:44:40.257
I don't, even though it's AI and it's intelligent and all of this, I don't give it a lot of room for it to go off on its own tangent because I want to be very method, like very controlling of the output.
00:44:40.657 --> 00:44:44.786
because I'm very controlling of the output, then I'm giving it like very.
00:44:45.322 --> 00:45:05.592
Controlled instructions, so it can only generate information in the way that I want it so that I can copy and paste it really easily into whatever, To whatever I'm doing and same here freebie post it's gonna auto generate so I'm gonna say create a mock scenario Using the freebie post template.
00:45:05.592 --> 00:45:07.262
I'm just gonna skip all the instructions.
00:45:07.461 --> 00:45:16.032
Yeah, and and it should just generate Here, just using all the stuff in squiggly brackets is essentially, it's essentially what is generating.
00:45:16.052 --> 00:45:22.661
So as you can see, now you have something that looks a little bit more like a LinkedIn style post, and then you just have to do minor tweaks.
00:45:22.731 --> 00:45:23.931
so yeah, that's how I do it.
00:45:23.931 --> 00:45:29.001
I have my base prompt here, and then I just put my exact step by step instructions that I wanted to do.
00:45:29.601 --> 00:45:31.202
And as detailed as possible.
00:45:31.512 --> 00:45:35.981
Now, if you don't really care for the output, if you're not trying to be controlling of the output that's generated.
00:45:36.317 --> 00:45:45.936
You can keep the instructions a lot more, you can keep it a lot more generalized, but for my purposes, I have to be very controlling of the output because it's going to make everything else so much easier.
00:45:46.452 --> 00:45:47.601
In our stuff.
00:45:49.422 --> 00:45:50.202
Yeah, absolutely.
00:45:50.202 --> 00:46:09.722
I listen, I want to say two things and then I can, I think we can sum it up because you and I can probably geek about this for another week and I'm sure you have other stuff to do and the listeners as well, but the one thing that's very clear and that relates to like the tips I gave before, you have to be highly organized to do this.
00:46:10.146 --> 00:46:33.436
Like before you get started, you need to know exactly what the outcome needs to be, what the format of the outcome needs to be, what are the steps that will allow you and, or the bot to get to that outcome in a very way, what formats are required, what data as an input you want to get either from a third party or from the user, et cetera, et cetera, et cetera.
00:46:33.447 --> 00:46:35.806
So the first thing you need to do is to be.
00:46:36.121 --> 00:46:42.302
Very good at mapping out the outcome, the inputs and the outputs and the process in between.
00:46:42.791 --> 00:46:50.152
And then you can go and start building these things using either the format that easy shared or another format.
00:46:50.192 --> 00:46:54.342
But again, also having a structured format that you know that works is going to save you time.
00:46:54.342 --> 00:46:58.532
So it's like a prompt library for creating GPTs, that works very well.
00:46:58.552 --> 00:47:01.282
Every time you need to create another one, I'll generalize something else.
00:47:01.311 --> 00:47:03.742
We have been creating a lot of GPTs for ourselves.
00:47:04.186 --> 00:47:08.547
And literally in the process of just you said, so we're not using it with clients, but we're using it.
00:47:08.556 --> 00:47:12.347
Like every time we, there's something we do regularly, we're like, Oh, let's just build the GPT for it.
00:47:12.347 --> 00:47:13.447
And then we do.
00:47:13.447 --> 00:47:14.036
And then that's it.
00:47:14.056 --> 00:47:16.867
You, and then yes, we fix it in the next three to four weeks.
00:47:16.867 --> 00:47:18.856
And then six months later, you fix it again.
00:47:20.467 --> 00:47:27.516
It's a very helpful way to slowly, but surely remove tedious tasks from different teams in your company.
00:47:28.202 --> 00:47:28.621
Easy.
00:47:28.661 --> 00:47:31.362
This was nothing short of incredible.
00:47:31.402 --> 00:47:32.952
I think what you're doing is amazing.
00:47:33.001 --> 00:47:39.452
If people want to follow you, find you, learn from you, take your bootcamp, work with you, what are the best ways to do that?
00:47:40.851 --> 00:47:42.192
First of all, yeah, thank you for having me.
00:47:42.192 --> 00:47:44.641
I'm really honored to be here, for a second time.
00:47:45.121 --> 00:47:47.032
best place to follow me is just on LinkedIn.
00:47:47.192 --> 00:47:48.351
I, I also started a YouTube channel.
00:47:48.351 --> 00:47:49.561
I'm posting a lot of tutorials.
00:47:49.972 --> 00:47:55.222
and if you do want to try out the AI agent, if you go to my feature, there's a link where you can download it.
00:47:55.981 --> 00:48:00.322
I included a tutorial, so it's really easy for you to set up and get started with your own AI agent.
00:48:00.581 --> 00:48:01.351
and it's a free download.
00:48:01.402 --> 00:48:02.322
so definitely check that out.
00:48:03.467 --> 00:48:04.597
Awesome, easy.
00:48:04.817 --> 00:48:05.567
Thank you so much.
00:48:05.597 --> 00:48:07.007
This was absolutely fantastic.
00:48:07.067 --> 00:48:11.427
I'm sure there's going to be a third time and you're probably going to be the first one to do the third time as well.
00:48:11.427 --> 00:48:12.496
So I appreciate you.
00:48:12.496 --> 00:48:13.467
I appreciate what you're doing.
00:48:13.786 --> 00:48:16.387
If you guys want anything like this, go check it out.
00:48:16.387 --> 00:48:18.556
There's really nobody else out there that does it better than Izzy.
00:48:18.927 --> 00:48:19.306
Thank you.
00:48:19.317 --> 00:48:19.657
Thank you.
00:48:20.067 --> 00:48:20.436
so much.
00:00:00.000 --> 00:00:00.969
Hello everyone.
00:00:01.000 --> 00:00:12.460
And welcome to a live episode of the leveraging AI podcast, the podcast that shares practical ethical ways to leverage AI, to improve efficiency, grow your business and advance your career.
00:00:12.789 --> 00:00:17.565
This is Isar Meitis, your host, and this is a very, Interesting and fascinating episode.
00:00:17.565 --> 00:00:28.445
First of all, because I literally just made it to New York, 15 minutes ago and I had to get into an office, we work and find a space and set everything up, but I'm ready and we're good to go.
00:00:28.445 --> 00:00:29.434
So I'm happy about that.
00:00:29.655 --> 00:00:32.594
But I'm a lot more excited about the topic of this episode.
00:00:33.045 --> 00:00:40.045
So most of my episodes are very practical, tactical ways on how you should leverage AI in your business.
00:00:40.045 --> 00:00:44.134
And I host Amazing experts that share their skills and what they're doing with AI.
00:00:44.945 --> 00:00:50.325
Today's guest Izzy Bedoya is the only person that is coming on the show twice.
00:00:50.325 --> 00:00:53.034
So she's the first one ever to come in for the second time.
00:00:53.304 --> 00:01:09.555
That tells you how much I trust what she's doing, but also the other reason I'm very excited about today's show is a lot of you are asking me on LinkedIn and when you're chatting with me or people who meet me in conferences that I get to speak a lot on, like the one I'm doing in New York today and people ask me for actual use cases.
00:01:09.605 --> 00:01:18.625
yes, these things that you're sharing are amazing, but give me some hard numbers, like what results are people achieving with the processes that you're sharing?
00:01:18.965 --> 00:01:30.575
And so I lucked out because we scheduled this, I don't know, a month ago, but Izzy yesterday or this morning posted about her results with using this system.
00:01:30.825 --> 00:01:36.594
So here are some hardcore numbers for you on what using automation together with AI can do for your business.
00:01:36.909 --> 00:01:50.519
So in 2022, Izzy had a team of 12 plus people and plus, and when I assume plus, and I'll ask you in a minute, Izzy, I assume that's like subcontractors and people who are not actually core to the team.
00:01:51.049 --> 00:01:53.299
And she went down to a team of three.
00:01:53.555 --> 00:02:02.334
So that's a 75 percent or even more downgrade in the size of the team and her revenue tripled.
00:02:03.185 --> 00:02:08.115
So that tells you that this whole AI automation thing actually works.
00:02:08.164 --> 00:02:14.525
And if you see the trajectory and what she's doing in 2024, you will understand that it didn't stop in 2023, it just keeps on growing.
00:02:14.764 --> 00:02:17.955
And all of it, literally a hundred percent of it is built on AI.
00:02:18.094 --> 00:02:22.444
On building an automation machine that rhymes with a lot of AI capabilities in the background.
00:02:22.944 --> 00:02:26.365
If that's not exciting to you, I don't know what will be exciting to you.
00:02:26.675 --> 00:02:31.205
So hence why I'm really excited and humbled to have Izzy on the show again.
00:02:31.435 --> 00:02:32.564
Izzy, welcome to
00:02:32.604 --> 00:02:33.344
Leveraging AI.
00:03:16.320 --> 00:03:17.061
Thank you so much.
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Thank you for having me here.
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I'm excited for this conversation.
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So really, I, like I said, I lucked out.
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You literally just put out this post on 2022 versus 2023 and I think that would be a great starting point for people and to give people understanding what we're going to be talking about.
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We're going to be talking about exactly what Izzy did between 2022 and 2023 in detail.
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So you can do this in your business as well.
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So let's really start with how you got started, like what processes you had in your business and how are they working pre AI very quickly so then we can figure out what you actually automated and then we can dive into the how, which is going to be the majority of the episode.
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Yeah, absolutely.
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Absolutely.
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In a nutshell, excuse me, I'm just getting over a cold.
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but in a nutshell, basically, in 2022 and even since 2021, my main business has been like a Go HighLevel, agency, right?
00:04:11.991 --> 00:04:15.420
So I'm like reselling Go HighLevel, which is like a CRM, funnel builder, et cetera.
00:04:15.820 --> 00:04:22.451
And in the past, I had all these like little, like one off offers too, which created the need for more team and more.
00:04:22.706 --> 00:04:24.146
subcontractors and stuff like that.
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So one of the biggest things that I did is I just simplified everything and just focused on that one core offer.
00:04:30.005 --> 00:04:33.065
And then, we'll probably get into this, like along today.
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But, one of the biggest things that I did was I actually automated the entire client fulfillment process.
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So we could actually sell the SAS at a higher price point and still be able to deliver results for clients in a automated, process.
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Cool.
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Really, you had a SaaS slash service business around it that is now mostly automated if you have.
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So again, to put things in perspective, you're talking about having 50 plus clients a month and we are building like onboarded and served by a team of three.
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Yeah.
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So again, just putting things in perspective, that's not.
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Standard.
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Let's put it this way.
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I can use other adjectives, but I'll be very subtle with what I'm saying.
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It's incredible.
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So let's really go to what processes you started with.
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And you know what, I'll actually rephrase the question.
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What processes should a person start with?
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Like, how do you pick the best processes to start with AI automation?
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If you run a business and again, you're doing everything in your business, you're doing marketing, you're doing, product development.
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prospecting, onboarding, sales support.
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You have a lot of backend documentation that needs to be updated all the time because you're giving it to your clients as a way to use the systems and processes you're giving them and probably resell and upsell.
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So literally everything a business has, how do you pick?
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The first thing to start with, because if you look at the whole board, you're like, holy crap, I don't even know where to start.
00:06:06.571 --> 00:06:07.170
It's so scary.
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So I'm not going to do anything, which I'm sure a lot of people are in that situation right now.
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Yeah, that's a great question.
00:06:13.170 --> 00:06:21.641
And typically I think the go to that most people go to is, wanting to monetize or wanting to automate their, the sales process, which makes sense, right?
00:06:21.641 --> 00:06:23.081
You want to automate the sales process.
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You can generate more revenue.
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I think for this time around though, what I did is something different.
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I actually started with client fulfillment because I realized that, if I do want to grow a business, the biggest bottleneck is going to be client fulfillment.
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So if I start growing the sales and start bringing in a bunch of clients and we don't have the client fulfillment streamlined, it's going to be a nightmare.
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And that's pretty much what happened in the past year when I was actually having to manage a bunch of people and everything.
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we just didn't have a streamlined client fulfillment.
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That was one of the biggest headaches.
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Okay.
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So by the way, I agree with you a hundred percent.
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I think onboarding clients to disappointment.
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is a really good recipe for failure in the longterm because you're going to get really bad reviews and bad press and you won't be able to grow your business.
00:07:07.036 --> 00:07:20.966
So client fulfillment could mean a lot of things for a lot of people, but let's stay within the realm of what we're talking about right now, which is SaaS and service versus products, which I'm sure becomes a lot more complicated.
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So in this world of, okay, I'm delivering a SaaS product and I am providing a service around my SaaS product.
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What are the things you built as automations with AI in order to do this client fulfillment?
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So pretty much the entire, client fulfillment journey.
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So when a client comes in, we build out their funnels and we build out their, for example, we build out their bootcamp funnel or like a virtual event funnel.
00:07:48.031 --> 00:07:50.571
We build out all the automations for that funnel as well.
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Like the email marketing, the SMS reminders, like all of the automations that you could think of also tracking the lead from.
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opt into putting them in a pipeline and seeing the journey.
00:08:01.786 --> 00:08:04.946
So it was really like, that was essentially the offer.
00:08:05.206 --> 00:08:07.896
So then I had to figure out how to automate that whole thing.
00:08:07.915 --> 00:08:12.826
And I was able to do it inside of Go HighLevel and also using, custom GPTs.
00:08:13.286 --> 00:08:15.024
So now whenever someone comes in.
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We have a video that shows them how to, and it's all automated, right?
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So they get an email and it's Hey, welcome.
00:08:21.365 --> 00:08:22.576
You're in step one.
00:08:22.946 --> 00:08:25.165
Here's the link to, for the GPT.
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Here's the link for the video.
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And then here is, a link where you can actually submit your answers in this form.
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And when they submit their answers in the form, which the GPT gives them exactly what they need to put in.
00:08:38.441 --> 00:08:48.020
the reason why we didn't automate the GPT transferring to the form is so that the clients could have a little bit of freedom to update their, their copy before it gets on the form.
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When it gets on the form, then it automatically gets populated on the funnels.
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And then now I have Juan, who's like a member on our team, Juan goes in and just makes sure that the pictures are good and the branding colors are good and everything, so we're able to build funnels really like super fast and when they fill out the form it also auto populates their emails, their sms, it moves, like it just literally just does everything, so it allows us to, to help clients faster.
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Now one thing that I didn't do and I should have done it, But we just helped one of our clients do this, the actual videos, I actually filmed those videos, but we just had one of our clients do an entire course from end to end using, AI, like an AI avatar and AI voice and Canva for the, for
00:09:31.240 --> 00:09:31.830
the slides.
00:09:33.450 --> 00:09:35.649
Okay, so let's break this down for people, right?
00:09:35.649 --> 00:09:42.009
So the very first step that you must do is to map client journey, right?
00:09:42.009 --> 00:09:44.120
You need to actually know all the steps.
00:09:44.610 --> 00:09:52.659
It's not Oh, we know, like we talk to them on the phone, they do the thing, like you have to know the steps in a very detailed way and document it very clearly.
00:09:52.659 --> 00:09:58.320
Once you have that, you really can start breaking this down and how you automate each and every one of the processes.
00:09:58.549 --> 00:10:02.059
So those of you who don't know what Go HighLevel is, it's.
00:10:02.509 --> 00:10:04.750
It's like a one system does it all thing, right?
00:10:04.789 --> 00:10:09.129
It's a CRM, it's an email automation, it's a landing page platform.
00:10:09.129 --> 00:10:18.000
It's does everything you need in order to engage with prospects and customers and, but you can do this with other platforms, right?
00:10:18.000 --> 00:10:18.769
It doesn't really matter.
00:10:18.769 --> 00:10:29.129
It's the fact that you have these functionalities and really what you're saying is you built the entire onboarding process from including all the how to's.
00:10:29.659 --> 00:10:35.460
So for every step you put the client in addition to an email, there's a video, there's a process, so people cannot get lost.
00:10:35.919 --> 00:10:38.919
And like you're saying, you're feeding them with, with everything ready.
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Like you don't expect them to understand what to do.
00:10:41.340 --> 00:10:47.730
You're like, okay, copy this from here, put it in this thing there, and then you will get the results you need to get.
00:10:48.360 --> 00:10:51.210
So let's talk specifically about.
00:10:52.309 --> 00:10:59.070
the combination of GPTs and how this works with, because on one hand you have an email automation.
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I think everybody knows what that is and how it works.
00:11:01.700 --> 00:11:03.980
On the other hand, you have a GPT.
00:11:03.980 --> 00:11:13.041
I'm like, okay, those of you who don't know, GPTs are like mini customized versions of chat GPT that are.
00:11:13.740 --> 00:11:16.091
tailored to do something very specific.
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You give them instructions and they can do those instructions time and time again, very consistently, with or without specific inputs from the user.
00:11:24.201 --> 00:11:31.480
So you can tell it as part of the instructions, ask the user for X, and then it will give it to you and so on.
00:11:31.510 --> 00:11:34.880
So how do you connect the two?
00:11:34.880 --> 00:11:38.490
what are the touch points and how did you develop that whole system?
00:11:40.051 --> 00:11:44.841
So it was a lot of, It took me like four iterations to get to this stage.
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Every time it was just figuring out, one step further, one step further, how can I make this process smoother?
00:11:51.341 --> 00:12:01.400
And one of the things that I realized was that, this happens pretty much in like any coaching program, especially people join, they don't take action, they don't do anything.
00:12:01.711 --> 00:12:03.980
And then you want them to take action.
00:12:03.990 --> 00:12:06.591
so then I figured, okay, maybe it's just because they don't know.
00:12:06.941 --> 00:12:08.850
You know how to log in or whatever the case is.
00:12:09.360 --> 00:12:17.140
And, so I really had to like, think about how to simplify it and how to like really dummy it down to the point where it's like, they know, cause it's three components, right?
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It's a GPT, it's a form and it's a video.
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How do they know at any given moment what resources to use and all of that?
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and then I just thought about, how could I like super simplify it so there's no room for error.
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And then in addition, as soon as someone, like if someone doesn't fill out the form, it also has an automated reminder, like every three or four days to saying, Hey, don't forget to fill this form.
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So it pushes them to take the action step.
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but really it was just a lot of experimentation and seeing where people were getting like hung up and just also testing and trying different things, to see like, how could we simplify it just so that we can make the whole process super streamlined.
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So the form is in the GPTs.
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I'm just trying to make sure I understand.
00:12:59.230 --> 00:12:59.541
Yeah.
00:12:59.551 --> 00:13:36.769
so I programmed the, so essentially like the prompt that I use for the GPT, it's like, however many steps, like four, four steps usually, which is Target audience and then figuring out the actual let's say it's a boot camp So let's figure out the topic for the boot camp figure out the landing page copy figure out the emails Figure out the presentation slides like all of that And and specifically for the landing page copy I have it formatted so it gives us the landing page copy in a certain format So that we can just copy and paste that into, or they can copy and paste that into the form that they're supposed to submit.
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And then that form, it's called custom values.
00:13:41.110 --> 00:13:44.600
So that form has custom values that are programmed on the funnel already.
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So the form talks to the funnel and it just automatically populates.
00:13:50.789 --> 00:13:52.419
So I'm still confused and I apologize.
00:13:52.419 --> 00:13:53.070
It's probably me.
00:13:53.379 --> 00:13:55.370
Where does the GPT come into all of this?
00:13:55.370 --> 00:13:56.090
Like the form
00:13:56.090 --> 00:13:57.440
is still The GPT is the information
00:13:57.440 --> 00:13:58.009
provider.
00:14:00.225 --> 00:14:01.934
Oh, okay.
00:14:01.975 --> 00:14:02.284
Okay.
00:14:02.284 --> 00:14:02.514
Okay.
00:14:02.774 --> 00:14:11.585
So you basically using the GPT as a onboarding assistant to help the user figure
00:14:11.585 --> 00:14:12.235
out what to do.
00:14:13.134 --> 00:14:16.634
Yeah, it's like a coach hybrid with a copywriter.
00:14:17.004 --> 00:14:33.404
so instead of me having to sit with each person one by one, telling them how to create their offer, how to do everything, it's all programmed inside of the GPT, so it's basically like I have these GPTs that are acting as like mini coaches slash copywriters or whatever it is that they're programmed to do.
00:14:34.945 --> 00:14:37.144
And every step has its own GPT.
00:14:37.254 --> 00:14:39.884
So they're custom for that very specific task.
00:14:40.524 --> 00:14:40.784
Yep.
00:14:40.845 --> 00:14:41.534
Exactly.
00:14:41.654 --> 00:14:42.455
Now I understand.
00:14:42.485 --> 00:14:44.044
first of all, I think this is brilliant, right?
00:14:44.044 --> 00:14:48.544
So going back to what we said before, it's a multi step process.
00:14:48.544 --> 00:14:51.534
Like any onboarding of any client is a multi step process.
00:14:52.019 --> 00:15:01.620
And you have to support the users through that process, or they will fail, which means you will have less clients, or you will need to invest more resources in getting happy clients.
00:15:02.320 --> 00:15:15.169
And what easy did is basically create GPTs that help in the onboarding of people into the different steps and literally tell them what to do and what to copy and where to put it in and how to follow the different steps.
00:15:15.440 --> 00:15:17.139
Can you show us an example of one of those?
00:15:17.139 --> 00:15:19.350
So we can, instead of imagine, Yeah, you want me to share my screen?
00:15:19.779 --> 00:15:24.429
Yeah, sure, let's start with step one and then we'll see how much time we have, but they will be awesome to actually go through
00:15:24.429 --> 00:15:24.809
all the steps.
00:15:25.610 --> 00:15:26.539
All right, cool.
00:15:26.649 --> 00:15:28.610
let me go in here into the automation.
00:15:29.610 --> 00:15:35.159
I'll show you the, the whole workflow essentially, but it's essentially taking someone from start to finish.
00:15:35.210 --> 00:15:48.160
one of the, what we do basically, like I was saying is, as we set up like the funnels and the automations and stuff like that, so for my client, from, From an internal perspective, I should say when a client comes in, they get hit with an automation, right?
00:15:48.191 --> 00:15:52.971
And in this case, if we just skip over to like step three is let's build the lead magnet funnel.
00:15:53.421 --> 00:16:05.860
The first step is going to actually move them into the stage so we can have a visual in the pipeline to see the client, the lead magnet, then we'll get, an email that goes out and it's Hey, in this step, we're going to work on your lead magnet.
00:16:06.081 --> 00:16:09.051
This is the reason behind why we want to do the lead magnet.
00:16:09.280 --> 00:16:10.270
Here's the video.
00:16:10.490 --> 00:16:12.071
Here's the GPT to use.
00:16:12.260 --> 00:16:16.890
And then here is the, the actual form that you're going to fill out.
00:16:16.900 --> 00:16:18.721
So if I just put
00:16:18.730 --> 00:16:25.160
three, I want to pause it just for one second to, in order to explain to people, what is it that you're selling?
00:16:25.160 --> 00:16:27.030
Because I think that will make a lot more sense.
00:16:27.240 --> 00:16:30.341
So Izzy is basically selling the same system that she's using.
00:16:31.206 --> 00:16:31.485
Yeah.
00:16:31.586 --> 00:16:44.535
So everything that she is telling you, okay, create your own form, create your own onboarding, create your own landing page, create your own copy is because she's basically selling the same solution that she's using herself.
00:16:44.846 --> 00:16:47.456
And so when she's talking about this, what do you mean my funnel?
00:16:47.456 --> 00:16:48.426
That's what we mean.
00:16:48.426 --> 00:16:53.520
But if you generalize this could be explaining to a client, Any onboarding process, right?
00:16:53.520 --> 00:16:55.760
It doesn't have to be what is easy to do this for.
00:16:55.760 --> 00:16:57.110
This could have been anything.
00:16:57.110 --> 00:16:58.140
This is basically step one.
00:16:58.140 --> 00:17:00.171
What you need to do to get onboarded to the system.
00:17:00.400 --> 00:17:01.870
I'll give an example from my world.
00:17:02.140 --> 00:17:13.340
I just, I'm speaking at an event in next week and it's a very large corporation and I had to speak with five different people and go through three different systems to become a supplier to them.
00:17:14.215 --> 00:17:17.695
And so this is basically what this is trying to prevent, right?
00:17:17.695 --> 00:17:23.816
It's me self serving through an automation combined with a GPT that will help me through the process.
00:17:25.201 --> 00:17:26.221
Yeah, exactly.
00:17:26.230 --> 00:17:26.871
Exactly.
00:17:27.290 --> 00:17:29.780
and like you said, you can do, you can program this for anything.
00:17:29.780 --> 00:17:31.671
This is just like our client journey.
00:17:32.090 --> 00:17:35.171
for anyone that doesn't know what a lead magnet is, it's basically a funnel.
00:17:35.171 --> 00:17:39.330
It's like a landing page where someone can give you their contact information in exchange for a free download.
00:17:39.760 --> 00:17:42.020
So essentially that's what we're trying to build.
00:17:42.020 --> 00:17:49.076
So the email that the client's getting whenever they hit this stage and As you'll see, each stage essentially takes them somewhere else.
00:17:49.476 --> 00:17:54.365
in this particular stage, we're just telling them, we're just telling them, please fill out the lead magnet funnel.
00:17:54.375 --> 00:17:59.236
So it's telling them, this is a Loom video that's showing how to access the video in the portal.
00:17:59.756 --> 00:18:05.415
because believe it or not, that was one of the questions that we kept getting, like, How do I access the course or what video in the course, right?
00:18:05.415 --> 00:18:08.026
And it's like little things like that create hangups for people.
00:18:08.286 --> 00:18:11.165
So then when they go actually in the course, they go to build.
00:18:11.265 --> 00:18:14.135
And now here they have, we're talking about the lead magnet, right?
00:18:14.135 --> 00:18:19.224
So step three, and then in the lead magnet, they're going to see all of this information.
00:18:19.224 --> 00:18:22.556
They're going to see an example of how I use the custom GPT.
00:18:22.955 --> 00:18:26.096
They're going to see all this information, why they need the lead magnet.
00:18:26.836 --> 00:18:30.546
Now we named our, we named our GPTs to have names.
00:18:30.865 --> 00:18:33.036
So it has that Oh, you're working with people effect.
00:18:33.435 --> 00:18:41.746
So in this case, we gave this, Jimmy is a lead magnet one, And Jimmy is the one that's going to be responsible for creating your entire lead magnet from end to end.
00:18:42.145 --> 00:18:48.336
From the actual file that they download from the actual emails that got sent out the actual copy for the, for the thing.
00:18:48.336 --> 00:18:56.165
And as you can see here, I can just put, Or I should have, that should say Jimmy, but anyways, as you can see here, it's going to ask us a couple of questions.
00:18:56.165 --> 00:19:02.135
I'm just going to say create a mock scenario just for the, just for these purposes.
00:19:03.695 --> 00:19:10.536
So essentially the client has to answer these four things, and once they answer these four things, now they don't have to think from scratch.
00:19:10.726 --> 00:19:14.365
The GPT is going to actually create all of this information for them.
00:19:14.925 --> 00:19:18.496
And, And it's going to give you all of this, information.
00:19:18.846 --> 00:19:24.536
So as you can see here, the funnel landing page, this is now where it's formatted is specifically how we need it.
00:19:24.546 --> 00:19:30.175
So if you go back to step number four, that they're supposed to take here is fill out this actual form.
00:19:30.806 --> 00:19:31.915
And, Sorry, not that one.
00:19:31.915 --> 00:19:32.635
That's a revision.
00:19:32.806 --> 00:19:33.645
This form here.
00:19:33.996 --> 00:19:36.816
And as you can see here, it says, who is your target audience?
00:19:37.125 --> 00:19:38.645
And here it says target audience.
00:19:38.655 --> 00:19:39.836
So you just copy this part.
00:19:40.165 --> 00:19:42.665
And it says title, excuse me.
00:19:42.986 --> 00:19:44.246
So then it says title here.
00:19:44.276 --> 00:19:45.685
Then you just copy the title here.
00:19:45.685 --> 00:19:48.185
Then it says compelling headline and compelling headline.
00:19:48.185 --> 00:19:49.486
So you're just copy and pasting.
00:19:49.486 --> 00:19:53.780
Now, the reason why we didn't automate this part, That it's pretty much just filling this out.
00:19:54.141 --> 00:20:06.500
Reason why we didn't automate that is because, we want people to have that like flexibility of updating whatever was created by the GPT and then actually giving us something that is, what something that they would actually do.
00:20:06.861 --> 00:20:11.961
And now in terms of the actual, funnel, now the funnel in this case,
00:20:13.770 --> 00:20:14.530
Let's see here.
00:20:14.540 --> 00:20:18.651
So I want to pause you just for that, just one second for the people who are listening and not watching the screen.
00:20:19.070 --> 00:20:24.150
So what we're actually looking at is there are two components.
00:20:24.150 --> 00:20:34.441
One of it is a form that the users have to fill up in order to, Continue down the path of developing the solution that they want to develop, but it's hard.
00:20:34.451 --> 00:20:36.871
Like it's questions that they may or may not have answers to.
00:20:37.250 --> 00:20:46.960
And this is obviously a friction point that may cause them to either drop and not use it at all or ask for a refund or just bother your customer service because I need the help.
00:20:46.960 --> 00:20:48.440
I don't really know how to fill this thing out.
00:20:49.109 --> 00:20:50.550
And what the GPT does.
00:20:50.861 --> 00:20:52.711
Is it walks them through the process?
00:20:52.740 --> 00:21:00.509
It asks them simple questions that they know how to answer and in return gives them exactly what they need to put in the form.
00:21:00.810 --> 00:21:08.230
And if you think about any service provider for sure has this kind of an onboarding process, myself included.
00:21:08.230 --> 00:21:09.990
So I provide consulting to companies.
00:21:10.349 --> 00:21:13.221
I send them a form to fill out to understand stuff about their company.
00:21:13.760 --> 00:21:14.611
Sometimes.
00:21:14.986 --> 00:21:16.445
They know sometimes they don't know.
00:21:16.455 --> 00:21:31.016
So developing a GPT that can help your customers answer the question that are being asked in an easier, simpler way and generating the responses for them reduces a lot of friction, increases the chances of them doing it successfully without asking for help.
00:21:31.215 --> 00:21:37.756
And again, that's true for, Any client onboarding on the planet, probably, and it's just simplifying the process.
00:21:37.776 --> 00:21:47.806
And what Easy said about fully automation, in theory, Easy could have made the GPT write the data straight into the form without asking the user anything in between.
00:21:48.115 --> 00:21:57.125
But the idea here is to really give, like Easy said, instead of them staring at a blank sheet of paper, Here's a starting point.
00:21:57.296 --> 00:21:58.286
Is this good enough?
00:21:58.296 --> 00:21:59.586
Is this exactly what you need?
00:21:59.586 --> 00:22:00.685
Is this exactly what you want?
00:22:00.846 --> 00:22:04.576
Is this really your target audience or whatever else may be in your world?
00:22:04.895 --> 00:22:11.046
And then you can start with what the GPT gives you and continue from there to develop the idea or to add points.
00:22:11.046 --> 00:22:14.945
And it gives you a starting point, which dramatically simplifies the process.
00:22:16.375 --> 00:22:17.115
Absolutely.
00:22:17.536 --> 00:22:19.516
And, and that's actually one of the biggest things.
00:22:19.516 --> 00:22:23.556
And I think the stat is like 90 percent of online courses don't even get opened.
00:22:23.935 --> 00:22:38.625
and we were seeing that too, like when I didn't have this whole, automated onboarding process, I started, realizing a lot of people just don't know what to do, or they get too GPT really helps and it can, it creates the whole copy.
00:22:38.625 --> 00:22:48.175
And then here it says, Now that we've done this, the next step is actually, so it's, if I just open up this, this GPT, I can show you here that it actually has the steps.
00:22:48.175 --> 00:22:52.865
It actually has, step, step three, for example, after you generate the copy.
00:22:53.060 --> 00:23:19.800
Create the actual copy for the for the lead magnet and after that write a five part sequence So it's essentially everything that a course would have taught them how to do is just compressed into one gpt So it even saves their time our entire course Takes maybe about less than 90 minutes to go through all the videos and, but the work that we're doing, we're saving six months of work for any founder that's, setting up their funnels and we're able to condense it.
00:23:19.810 --> 00:23:25.901
And the fastest we've done a setup for is we had a client that he literally spent an entire Saturday.
00:23:25.901 --> 00:23:27.371
He said it took about eight hours.
00:23:28.131 --> 00:23:34.840
Spent that entire Saturday, filled out all the forms, did everything, and we were able to get him set up like super fast within a couple of days.
00:23:35.171 --> 00:23:43.330
So normally if you do this the manual route, you have to hire VAs and do all these different things and it's usually about a six month, Workload, right?
00:23:43.330 --> 00:23:44.681
So we're able to accelerate that.
00:23:44.951 --> 00:23:52.820
And then the funnel, this is like how the funnel looks, it looks like gibberish because these are all custom values that are, attached to this, the output of the form.
00:23:53.090 --> 00:23:58.141
So whenever they fill out the form, it's not, it's going to actually, fill out all of this information.
00:23:58.145 --> 00:23:58.346
So
00:23:59.236 --> 00:24:05.701
even this, so again, for those of you listening and not watching, what we're looking at is a framework of a landing page, right?
00:24:05.701 --> 00:24:06.840
It's just a wire frame.
00:24:06.901 --> 00:24:08.760
That's the word I was looking for, not framework.
00:24:08.790 --> 00:24:08.911
Yeah.
00:24:08.971 --> 00:24:11.820
A wire frame of a landing page that has.
00:24:12.181 --> 00:24:14.770
Multiple segments, like everything you need to have in the landing page.
00:24:15.080 --> 00:24:22.211
But instead of having the actual text and the actual content, it has these parameters in like squiggly brackets.
00:24:22.840 --> 00:24:28.171
But what happens behind the scenes is the automation, which I assume is built in GoHighLevel, right?
00:24:28.171 --> 00:24:30.090
So that's what actually fills up this form.
00:24:30.131 --> 00:24:31.191
Everything's in GoHighLevel.
00:24:31.766 --> 00:24:35.506
So the parameters that people, so again, I'll explain the process.
00:24:35.516 --> 00:24:38.625
So people understand there's an onboarding process.
00:24:38.625 --> 00:24:48.695
The onboarding process has a GPT that walks the user on how to fill up the form that will build everything they need in a faster way.
00:24:49.195 --> 00:24:52.546
Once they fill up the form, the automation behind the scenes.
00:24:52.971 --> 00:25:08.951
Actually builds landing pages, emails, and so on, on behalf of the user so they can start marketing to their clients with the minimal amount of work, which is obviously very attractive to anyone who is trying to create a marketing automation process.
00:25:10.471 --> 00:25:10.921
For sure.
00:25:11.401 --> 00:25:12.770
Yeah, that's the whole idea.
00:25:13.361 --> 00:25:15.971
and, and yeah, that's essentially what we were able to do.
00:25:15.971 --> 00:25:17.320
We just did this across.
00:25:17.320 --> 00:25:17.441
Thanks.
00:25:17.705 --> 00:25:24.096
three or four different funnel structures, so like a lead magnet, a low ticket offer, roundtables, and high ticket offers.
00:25:24.566 --> 00:25:25.766
And it's the same process.
00:25:25.766 --> 00:25:31.945
They just, watch a video, use the signed GPT, and then fill out whatever, form they need to fill out.
00:25:31.976 --> 00:25:38.675
And then also for revisions, just to make it easier for us as well, we streamline revisions so that they send us everything in one place.
00:25:39.056 --> 00:25:41.955
And it, it cuts out a lot of the back and forth.
00:25:42.336 --> 00:25:45.461
Um, so yeah, the whole thing is very streamlined.
00:25:46.441 --> 00:25:49.681
So I want to touch on two points and then I want to ask a follow up question.
00:25:49.681 --> 00:25:58.510
The two points are, again, if we generalize this to any universe in business, what a process like this enables you to do.
00:25:59.036 --> 00:26:19.826
Is to allow people who have zero technical skills to set up really sophisticated things because what's happening here is, and those of you don't come from the marketing world, take it to any other process you do know, whether it's a logistical process or an installation process or a setup process, whatever the case may be.
00:26:20.395 --> 00:26:25.540
But these processes require You to understand how the tools work.
00:26:25.580 --> 00:26:27.080
In this case, Go HighLevel.
00:26:27.490 --> 00:26:29.580
You need to know how to create landing pages.
00:26:29.590 --> 00:26:31.441
You need to know how to create email automations.
00:26:31.441 --> 00:26:33.191
You need to know how to define funnels.
00:26:33.451 --> 00:26:35.260
You need to know how to tie them all together.
00:26:36.661 --> 00:26:40.510
What Izzy and her team did circumvents all of that.
00:26:40.520 --> 00:26:41.671
You don't need to know anything.
00:26:41.891 --> 00:27:02.851
All you need is to answer questions in a form that you're being helped to do by a GPT and then everything else happens automatically behind the scenes, which explains what we said in the beginning, going from three clients a month with 12 people to go and do 50 clients a month with three people, because everything else just happens automatically.
00:27:03.826 --> 00:27:09.205
Now, so that's what I wanted to comment, which again, I find absolutely brilliant.
00:27:10.135 --> 00:27:16.016
I want to go back to the questions that I asked, because I think now people have a much better understanding of, okay, what are we talking about here?
00:27:17.836 --> 00:27:19.576
How do I actually do this?
00:27:19.726 --> 00:27:23.465
Like you sat down now, this, And you've been through iterations and so on.
00:27:24.266 --> 00:27:25.336
How do you start?
00:27:25.736 --> 00:27:31.965
what was the first thing, not that you did, because I'm sure you have a lot of bruises to say that you did the wrong things the first time around.
00:27:33.066 --> 00:27:46.496
If you recommend to somebody who doesn't want to use your system or want to use it for something completely different, what is the thing that you would recommend to me to do in my business tomorrow in order to build something like this for my business?
00:27:47.901 --> 00:27:49.750
Yeah, I think, that's a good question.
00:27:49.750 --> 00:27:53.171
I think the first thing is like really figure out where are your bottlenecks.
00:27:53.611 --> 00:27:55.000
for me, that was it, right?
00:27:55.000 --> 00:28:00.941
The biggest thing was the client fulfillment, but figure out where and actually sit down and audit your time.
00:28:00.941 --> 00:28:02.631
Like, where are you spending a lot of time?
00:28:02.681 --> 00:28:04.038
where are you spending a lot of time?
00:28:04.038 --> 00:28:12.832
What, Where are you putting a lot of resources, or people, or just investing a lot of money, figure out what that is, and then, just start there.
00:28:12.832 --> 00:28:15.231
it's the little wins that's gonna keep you motivated.
00:28:15.672 --> 00:28:26.321
I think for me, it was, like I said, I think it was first figuring out clan fulfillment, but, Depending on your offer and depending on what you're selling also, maybe it's not starting with client fulfillment.
00:28:26.332 --> 00:28:31.571
Maybe it actually truly is starting with, automation on like appointment setting or whatever it is.
00:28:32.071 --> 00:28:43.291
One of the other things that we did is, when we do virtual events, so because of the pandemic and everything, virtual events got really popular, but after the pandemic, there was a decline in virtual events.
00:28:43.811 --> 00:28:45.432
And one of the things that we did.
00:28:46.291 --> 00:28:48.442
As for us, it's always been really profitable and everything.
00:28:48.442 --> 00:28:54.332
So one of the things that we did in the last bootcamp that I did, I put an AI agent to call.
00:28:54.332 --> 00:28:55.672
So it was a three day bootcamp.
00:28:56.442 --> 00:28:59.142
On the first day, they just got email and SMS reminders.
00:28:59.541 --> 00:29:04.392
On the second day, they got email, SMS reminders, but they also had an AI agent call.
00:29:04.501 --> 00:29:08.402
Call their phones about 15 minutes prior to the actual event.
00:29:08.832 --> 00:29:13.711
So the whole reason was to like, get them to, see, it was more of a customer support call.
00:29:13.711 --> 00:29:16.912
Hey, just making sure that you got the link to the replay from day one.
00:29:17.182 --> 00:29:19.041
just curious, what are you here for?
00:29:19.041 --> 00:29:24.561
doing a little bit of qualification and then at the same time, also saying are you going to be in the call later today?
00:29:24.561 --> 00:29:25.971
I'm going to show you how to use.
00:29:26.547 --> 00:29:28.567
how to set up AI agents just like myself.
00:29:28.567 --> 00:29:29.636
So don't miss it.
00:29:30.096 --> 00:29:42.467
So just by doing that, it increased our show up rate from day one, which was like 40 percent of the opted in people, to 63 percent just because we had an AI agent call and get them a little bit hyped up for the actual call.
00:29:42.906 --> 00:29:46.156
and in the process, we got customer research out of it and stuff like that as well.
00:29:48.832 --> 00:29:49.332
Incredible.
00:29:49.352 --> 00:29:50.041
Two questions.
00:29:50.071 --> 00:29:52.711
One, which platform are you using for the call agent?
00:29:54.761 --> 00:29:57.041
So for the calls, I'm a licensed air partner.
00:29:57.061 --> 00:30:00.662
I can share a link probably a little bit later, but, air is really good.
00:30:00.672 --> 00:30:11.701
They're they've been the first to market in the last quarter, like last year, they had a little bit of a bumpy start, but because they're first to market, they're also like, The most advanced out there right now.
00:30:11.701 --> 00:30:14.571
There's other people like simple talk, bland, they're all great.
00:30:14.942 --> 00:30:22.521
but I'm seeing that a lot of them are having like the issues that air was having last quarter, they're having it now and it's, again, it's because they're just like newer technologies, right?
00:30:22.521 --> 00:30:30.852
So at the end of these, all these tools are, they're still, they're going to work great, you're going to encounter bugs here and there, and it's just because it's new technology.
00:30:31.991 --> 00:30:32.301
Yeah.
00:30:32.301 --> 00:30:39.652
So again, to explain to people, there are more and more tools out there that will call people and they sound like normal people.
00:30:39.652 --> 00:30:41.432
They're having an actual conversation.
00:30:42.021 --> 00:30:44.711
The delays are getting shorter and shorter to the point.
00:30:44.711 --> 00:30:47.342
It's almost indistinguishable between that and a human.
00:30:47.791 --> 00:30:55.041
And if the call is very short to the point and simple and very well defined, like in this particular case, Hey, we're having the call in 15 minutes.
00:30:55.041 --> 00:30:55.582
Don't miss it.
00:30:55.862 --> 00:30:57.051
By the way, what are you in for?
00:30:57.626 --> 00:31:03.717
And you even can feed that into some kind of a summary that will be available to the person running the meeting.
00:31:03.997 --> 00:31:07.176
Then he also knows like what people are coming in for and so on.
00:31:07.176 --> 00:31:12.436
So the ability to do that exists right now and whether it's perfect or not.
00:31:12.436 --> 00:31:15.366
And I agree with you, error are probably the best out there for simple things.
00:31:15.737 --> 00:31:17.166
There are better tool.
00:31:17.166 --> 00:31:21.487
If you really want to run like a full call center kind of thing, there are better tools out there.
00:31:21.497 --> 00:31:22.576
If anybody wants that.
00:31:22.922 --> 00:31:24.082
reach out to me on LinkedIn.
00:31:24.112 --> 00:31:43.221
I know a few people who actually run these kinds of companies, but, it's another tool in the toolbox that was not available to us before, unless we had people in a call center, whether offshore or here in the U S the ability to actually call people either a pre or post an event to remind or follow up is now available.
00:31:43.481 --> 00:31:45.122
For a ridiculous amount of money.
00:31:45.132 --> 00:31:46.711
Like it's ridiculous small.
00:31:46.761 --> 00:31:49.311
compared to now I need to hire six people to make a call.
00:31:50.092 --> 00:31:53.102
A hundred phone calls to make sure that people show up, to an event.
00:31:53.471 --> 00:31:56.132
So this is my comment.
00:31:56.281 --> 00:32:05.392
My next question after you did that is what was the, how long did it took you to figure out what this thing should say?
00:32:05.832 --> 00:32:09.231
Like the agent that, because you just script the beginning, right?
00:32:09.231 --> 00:32:14.791
And then it moves forward from there, but how did you figure out, or was it as simple as we're doing this event?
00:32:15.291 --> 00:32:16.622
Here's, what's going to be cool about it.
00:32:16.622 --> 00:32:17.271
Come join us.
00:32:18.622 --> 00:32:20.642
Yeah, like in terms of the AI agent,
00:32:22.491 --> 00:32:25.132
or which, yeah, in terms of the AI call agent.
00:32:25.132 --> 00:32:25.801
Yeah.
00:32:25.801 --> 00:32:26.041
Yeah.
00:32:26.432 --> 00:32:26.791
Yeah.
00:32:26.791 --> 00:32:33.311
So the, if you're using air, it does actually write a script for you, but I tweaked it.
00:32:33.311 --> 00:32:33.862
Of course.
00:32:33.951 --> 00:32:38.142
I wanted it to, you have to go through a lot of role playing with the agent as well.
00:32:38.201 --> 00:32:51.211
I wanted to keep it like short and sweet so it basically just says, if you'd like I can also show you but it pretty much just says, thanks for, joining the bootcamp just wanna make sure, I think it says something along the lines of like just wanna make sure, How you're liking it so far.
00:32:51.211 --> 00:32:53.372
Is there anything specifically that you wanted to learn?
00:32:53.652 --> 00:32:57.721
and then if they're an established business, it does a little bit of discovery.
00:32:58.132 --> 00:33:14.862
So that was just a lot of it was just, testing it just sitting there and having it call me and having these like conversations and, Me fighting back with it, saying I don't have time, don't call me and, seeing what it says and, I had to call my mom and my mom was like, she was like, Oh, do you speak Spanish?
00:33:14.862 --> 00:33:16.551
And then she starts talking to it in Spanish.
00:33:16.551 --> 00:33:18.092
It starts talking back in Spanish.
00:33:18.092 --> 00:33:22.182
So it's just seeing all these like different use cases happen, in real time.
00:33:22.231 --> 00:33:26.561
So I think that's been like the most important thing is just make sure that you spend time actually role playing with it.
00:33:27.021 --> 00:33:28.241
but yeah, if you don't
00:33:28.241 --> 00:33:30.971
know how to script, you're actually gonna be scripting.
00:33:30.971 --> 00:33:32.592
I'll extend what you said beyond that.
00:33:32.922 --> 00:33:36.372
Like all these things, when you build them in the beginning, they have issues.
00:33:36.432 --> 00:33:41.501
Like even the funnels themselves, like any automation thing you put together will break.
00:33:41.922 --> 00:33:43.551
And it will break for sure.
00:33:43.912 --> 00:33:51.261
The trick is to test 20, 30 different use cases yourself, fix the kinks you can find.
00:33:51.531 --> 00:33:55.152
So then it's going to break 1 percent of the time instead of 15 percent of the time.
00:33:55.152 --> 00:34:00.082
And it's going to allow you to onboard just more clients because you will address a lot of the issues in advance.
00:34:00.912 --> 00:34:06.301
And then when stuff happens, just find out what happened and fix that thing.
00:34:06.301 --> 00:34:10.532
And it happens to us still today, like in our automation, Oh, How did this user get this email?
00:34:10.532 --> 00:34:12.052
what the hell just happened?
00:34:12.492 --> 00:34:18.382
And then you go back and you find like a very specific scenario that you never thought of, on how things might happen.
00:34:18.972 --> 00:34:19.311
okay.
00:34:19.362 --> 00:34:23.101
so what you're saying, going back to my very first question is look for stuff.
00:34:24.112 --> 00:34:33.842
Takes you the most amount of resources to do right now, but that is repetitive slash tedious that you need to do all the time and start automating that.
00:34:33.862 --> 00:34:34.516
So I think it's a great point.
00:34:34.817 --> 00:34:35.387
answer.
00:34:36.126 --> 00:34:38.896
But then how do you figure out how to automate it?
00:34:39.527 --> 00:34:43.427
So let's try to make it generic and not your use case.
00:34:43.487 --> 00:34:49.146
I have a process that I'm trying to automate and it's the thing that's bugging me the most.
00:34:49.166 --> 00:34:53.097
And I have four people working on this every single week, half their time.
00:34:53.907 --> 00:35:01.577
How do I get started in figuring out How to automate it and what's going to be the best tools to do that and so on because you obviously figured it out.
00:35:02.077 --> 00:35:09.237
So what's the thinking process, not behind the specific automation, but on how to get started automating things.
00:35:10.922 --> 00:35:13.532
So you have to create like a roadmap, right?
00:35:13.532 --> 00:35:23.922
So when you audit your time, you audit what you're doing, you just have to actually document from point A to point B, what are all the little things you did in the process.
00:35:24.351 --> 00:35:32.911
And then once you have that clear picture, you first, you're going to see Oh, I could simplify this so much more, You're going to have that, that aha moment of like, how do I simplify it?
00:35:32.911 --> 00:35:38.012
And then once you're in that like setting, You can then figure out, Oh, I have to send an email.
00:35:38.021 --> 00:35:39.081
How can I automate that?
00:35:39.101 --> 00:35:48.452
And then that's where the curiosity kicks in because then you go on like Zapier, you go on make, or if you're using Go HighLevel, it has its own built in Zapier type of automation thing, right?
00:35:48.452 --> 00:35:50.621
So whatever tool you're using for automation.
00:35:51.416 --> 00:36:03.476
You just go in there and you just start seeing, can I automate this or can I automate, when I get an email response or when I, when, one of the things that, that, I was trying to figure out was, customer support questions, right?
00:36:03.476 --> 00:36:04.626
So it's like, what is the process?
00:36:04.626 --> 00:36:16.626
They send us an email, or they send me a LinkedIn or they send me a, They send me through all these different channels a question and then the questions sometimes fall through the cracks because I have to go through all the channels to find the client's question.
00:36:17.126 --> 00:36:32.282
So inside of the GoHighLevelAutomation section, I found that you could When you submit a form, you could send that information to a Google Sheets and then the Google Sheets can then send me a reminder that, hey, a question was submitted.
00:36:32.652 --> 00:36:42.351
So just by seeing that bird's eye view of like how your processes, then you train your clients on if you are a client and you have a question, this is where you ask it.
00:36:42.391 --> 00:36:44.552
Otherwise, I can't guarantee that you'll get a response.
00:36:44.561 --> 00:36:46.072
So for your own best benefit.
00:36:46.387 --> 00:36:47.266
go through this form.
00:36:47.666 --> 00:36:53.536
And, so you create your automation and then you train your clients and you train people how to use it so that it only makes you more efficient.
00:36:54.887 --> 00:36:56.456
That's a very good advice.
00:36:56.456 --> 00:36:59.876
And I'll generalize it again and make it very practical for people.
00:36:59.876 --> 00:37:10.117
So one of the things that I give to people who go through my course, and we have an AI, business transformation course where it's four sessions, and they're very detailed on how to take a business.
00:37:10.641 --> 00:37:16.092
On how to use AI across multiple things and how to build a strategy around using AI in your business.
00:37:16.652 --> 00:37:20.711
And very, it's a mix of strategy and tactics, right?
00:37:20.711 --> 00:37:26.032
it's both these things, but on the tactical side, one of the things that connects to what you do, we have a Google sheets.
00:37:26.947 --> 00:37:33.166
form that we've already created that allows you to fill in every task that you're doing as you're doing it.
00:37:34.106 --> 00:37:37.126
And then for each and every one, and it's, and it falls into categories.
00:37:37.126 --> 00:37:38.146
This could be finance.
00:37:38.146 --> 00:37:44.226
It could be marketing sales, HR, like whatever, department in the business has dropped down menus for all of these.
00:37:44.447 --> 00:37:46.577
And you pick the specific task you're working on.
00:37:46.847 --> 00:37:49.567
And really you can give this to every single employee in the company.
00:37:49.786 --> 00:37:52.286
And all they have to do is click the drop down menu and say, okay, I'm working on this.
00:37:52.286 --> 00:37:52.887
I'm working on this.
00:37:52.887 --> 00:37:53.556
I'm working on this.
00:37:53.956 --> 00:38:01.797
And within two weeks, you have a list of all the tasks that are done in your business, according to the different departments.
00:38:01.836 --> 00:38:05.197
And then for each and every one of these tasks, there are like.
00:38:05.731 --> 00:38:12.492
five or six or seven, I don't remember, drop down menus that basically ask you the questions that is related to, is it repetitive?
00:38:13.041 --> 00:38:16.871
Is it what's the risk of this process working not correctly?
00:38:16.902 --> 00:38:17.782
what is it going to do?
00:38:18.172 --> 00:38:23.291
How many hours a week or a month are invested in this process and so on and so forth.
00:38:23.472 --> 00:38:33.771
And by selecting the drop down menus, It gives this task a score of how effective it's going to be to automate it with AI or without AI.
00:38:33.771 --> 00:38:37.592
So there's actually two columns because people are now so now, Oh my God, I can do this.
00:38:37.592 --> 00:38:41.101
I'm like, there's a lot of stuff you can do with no AI, like just pure automation.
00:38:41.291 --> 00:38:46.342
Like a lot of stuff that you said, the form fills out the landing page information.
00:38:46.351 --> 00:38:46.521
That's.
00:38:46.822 --> 00:38:47.961
There's no AI in the process.
00:38:47.972 --> 00:38:49.661
It's just simple old school automation.
00:38:49.961 --> 00:38:53.032
So it gives you grades, basically numbers.
00:38:53.081 --> 00:39:03.802
And then you can see what's the things that you should probably automate first, basically, but to what you said, the things that takes the most amount of time in your process.
00:39:03.802 --> 00:39:08.981
The other thing that you can add to that is really what's on your critical path of stuff you're doing in your business, right?
00:39:08.981 --> 00:39:12.331
There could be stuff that's taking a lot of time, but it's not going to.
00:39:12.621 --> 00:39:13.811
Generate a lot of revenue.
00:39:13.811 --> 00:39:19.751
It's going to be not going to save you a lot of expenses, just stuff you have to do, then maybe it's less urgent than the other things.
00:39:19.762 --> 00:39:23.552
So there's ways to really map the processes.
00:39:23.552 --> 00:39:25.382
The other thing that we recommend to people to do.
00:39:25.382 --> 00:39:26.481
And again, I'll recommend it here.
00:39:26.481 --> 00:39:27.141
And I apologize.
00:39:27.141 --> 00:39:37.422
I'm taking time from you, but I, but it's, I think it's a great brainstorming session for both of us, to drill down to the process itself, like to the level of, okay, what are you doing when you're doing this task?
00:39:37.882 --> 00:39:39.112
You can ask people.
00:39:39.112 --> 00:39:39.172
Okay.
00:39:39.452 --> 00:40:10.342
To record themselves on the screen, if it's a, in front of a computer thing, or to record themselves on their phone, if it's a field kind of task, it's not, I'm not sitting in front of a computer and then you can transcribe what they're doing and if it's a screen recording, you can grab the screen recording as well, and then you can load that to any, your favorite large language model, Claude, ChatGPT, Gemini, like whatever you'd like to use and ask it to build an SOP out of it based on what people are saying that they're doing.
00:40:10.981 --> 00:40:14.681
And then it knows the time it's taking because it knows the length of the recording.
00:40:14.681 --> 00:40:17.041
It knows exactly what the person did, which screen they're going to.
00:40:17.211 --> 00:40:20.992
And all they're doing is doing what they're doing anyway, sharing it in words.
00:40:20.992 --> 00:40:25.552
I'm clicking on this, I'm opening this menu, I'm going to this thing, I'm typing that, I'm copying it from here to here.
00:40:26.251 --> 00:40:27.561
And it can build an SOP from you.
00:40:27.561 --> 00:40:30.742
And you can use this as a baseline to the automation.
00:40:30.751 --> 00:40:37.411
So there's multiple ways, even if you have nothing, to build the initial map.
00:40:37.702 --> 00:40:40.777
So now you can start figuring out what to automate and how to automate.
00:40:40.777 --> 00:40:41.097
Yeah,
00:40:41.617 --> 00:40:42.657
I think that's the best way.
00:40:42.847 --> 00:40:44.367
It's having that like full roadmap.
00:40:45.056 --> 00:40:51.327
So I got one more question on the practical side of the GPTs because I find it really fascinating the way you did it.
00:40:51.327 --> 00:40:53.777
And again, those of you who didn't build a GPT, don't be afraid of it.
00:40:53.777 --> 00:40:59.751
It's literally like using chat GPT, only telling it what will happen if whatever different scenarios.
00:40:59.751 --> 00:41:01.731
One thing is again, how did you get started?
00:41:01.742 --> 00:41:05.302
Did you get started like on a document on the side with the flow chart?
00:41:05.331 --> 00:41:07.211
Like, how did you get started programming it?
00:41:07.862 --> 00:41:10.922
And second, how did you test it out?
00:41:10.981 --> 00:41:13.112
did you actually play the client again and again and again?
00:41:14.427 --> 00:41:16.637
Yeah, the mock, yeah, the mock up scenario.
00:41:16.686 --> 00:41:18.246
it was a lot of testing.
00:41:18.356 --> 00:41:25.626
probably like this has been, and I know earlier you said, I'd probably learned a lot and I have a lot of bruises through it all.
00:41:26.007 --> 00:41:31.726
So I've had to recreate this program maybe like four times in the last, I don't know, six months or so.
00:41:32.097 --> 00:41:36.847
and every time has just been, Automating and making it more efficient every step of the way.
00:41:36.907 --> 00:41:39.967
So I think by doing it so many times, it just was natural.
00:41:39.967 --> 00:41:41.856
what are the steps that the client has to take?
00:41:42.286 --> 00:41:45.726
so now I thought about that and I put it in a GPT.
00:41:46.016 --> 00:41:47.862
if you want, I can share it with you.
00:41:47.862 --> 00:41:49.097
My, my little template thing.
00:41:49.097 --> 00:41:49.297
Yeah.
00:41:49.827 --> 00:41:50.396
That'll awesome.
00:41:50.396 --> 00:41:53.532
So a lead magnet.
00:41:54.101 --> 00:41:54.282
Lemme
00:41:54.282 --> 00:41:58.956
float up because I was just trying to create a very detailed long GPT.
00:41:59.827 --> 00:42:03.027
And first of all, I found out it's limited to 8, 000 characters or words.
00:42:03.027 --> 00:42:03.556
I don't remember.
00:42:03.556 --> 00:42:06.536
I think it's 8, 000 words, which I did not know, but I hit the limit.
00:42:06.597 --> 00:42:08.567
I'm like, Oh, I did not know these things have a limit.
00:42:08.896 --> 00:42:14.177
So now you have to go back and simplify your instructions because you literally run out of room.
00:42:14.177 --> 00:42:18.177
And I'm like, I was able to do 6, 000 words instead of 8, 000.
00:42:18.217 --> 00:42:22.347
okay, I should have started with being it more, accurate in what I'm asking for.
00:42:22.706 --> 00:42:25.277
So I'm sure again, I, it will be awesome to look at your process.
00:42:26.931 --> 00:42:28.842
Yeah, and that happened to me too.
00:42:28.922 --> 00:42:32.981
I also found when I was putting stuff in like the knowledge base It wasn't like performing as well.
00:42:33.422 --> 00:42:47.416
alright, so this is like my custom GPT instructions, basically This is like this is the backbone of it all and then I just changed the instructions here So just to go through it I start by saying what is your goal?
00:42:47.467 --> 00:42:48.126
what is the role?
00:42:48.387 --> 00:42:51.106
So you're going to be like a lead magnet specialist or whatever.
00:42:51.527 --> 00:42:54.777
And then I just remind them of the actual outcome that we're looking for.
00:42:55.646 --> 00:43:00.117
And then, and then this is just like all best practices in prompt engineering.
00:43:00.117 --> 00:43:01.757
You want to give it like a raise.
00:43:01.757 --> 00:43:03.086
You're going to tell it to breathe.
00:43:03.097 --> 00:43:08.467
You're going to tell it to, you're going to put if you don't do this, you're going to get punished kind of thing.
00:43:08.467 --> 00:43:10.746
And then all the, like sticks
00:43:11.286 --> 00:43:11.876
and carrots.
00:43:11.931 --> 00:43:14.751
This is all you don't touch any of this.
00:43:14.771 --> 00:43:17.492
You just go and you just change this and this.
00:43:17.541 --> 00:43:20.652
now the, anything in the exact instructions.
00:43:20.652 --> 00:43:26.481
So pretty much here, this means that this is where you actually share your input, your, steps.
00:43:27.032 --> 00:43:35.931
Now, the reason why it's like in these like carrot things is because it's pretty much saying like this prompt here is saying don't share anything inside the exact instructions.
00:43:36.422 --> 00:43:42.362
which by the way, I assume, is not really bulletproof, like people can still get to it, but yes, I do the same thing, even
00:43:42.362 --> 00:43:52.692
though I know, yeah, there's some people that they do a lot of throw a lot of gibberish at it and it'll eventually crack, but, but for the most part, I have tried cracking these GPTs and I still haven't been able to do it.
00:43:52.702 --> 00:43:57.541
So anyways, the, what you want to do is you want to put your step by step instructions.
00:43:57.811 --> 00:44:02.931
So for example, in the, In the GPT for, here, let's just use this one for example.
00:44:04.541 --> 00:44:08.751
In this one, I'm saying like, okay, there's four types of posts that you're gonna create.
00:44:08.751 --> 00:44:11.972
You're gonna create videos, carousels, freebie, and relatable posts.
00:44:12.322 --> 00:44:16.322
And then I give it like exact instructions for the video post.
00:44:16.322 --> 00:44:20.521
You're gonna do this for the, and then here it's creating the script, right?
00:44:20.882 --> 00:44:23.081
And then you have what's the next one after that?
00:44:23.487 --> 00:44:24.876
After that is the carousel.
00:44:24.876 --> 00:44:27.396
So it's the actual format for the carousel.
00:44:28.067 --> 00:44:31.257
So it's just very strategic, step by step instructions.
00:44:31.257 --> 00:44:40.257
I don't, even though it's AI and it's intelligent and all of this, I don't give it a lot of room for it to go off on its own tangent because I want to be very method, like very controlling of the output.
00:44:40.657 --> 00:44:44.786
because I'm very controlling of the output, then I'm giving it like very.
00:44:45.322 --> 00:45:05.592
Controlled instructions, so it can only generate information in the way that I want it so that I can copy and paste it really easily into whatever, To whatever I'm doing and same here freebie post it's gonna auto generate so I'm gonna say create a mock scenario Using the freebie post template.
00:45:05.592 --> 00:45:07.262
I'm just gonna skip all the instructions.
00:45:07.461 --> 00:45:16.032
Yeah, and and it should just generate Here, just using all the stuff in squiggly brackets is essentially, it's essentially what is generating.
00:45:16.052 --> 00:45:22.661
So as you can see, now you have something that looks a little bit more like a LinkedIn style post, and then you just have to do minor tweaks.
00:45:22.731 --> 00:45:23.931
so yeah, that's how I do it.
00:45:23.931 --> 00:45:29.001
I have my base prompt here, and then I just put my exact step by step instructions that I wanted to do.
00:45:29.601 --> 00:45:31.202
And as detailed as possible.
00:45:31.512 --> 00:45:35.981
Now, if you don't really care for the output, if you're not trying to be controlling of the output that's generated.
00:45:36.317 --> 00:45:45.936
You can keep the instructions a lot more, you can keep it a lot more generalized, but for my purposes, I have to be very controlling of the output because it's going to make everything else so much easier.
00:45:46.452 --> 00:45:47.601
In our stuff.
00:45:49.422 --> 00:45:50.202
Yeah, absolutely.
00:45:50.202 --> 00:46:09.722
I listen, I want to say two things and then I can, I think we can sum it up because you and I can probably geek about this for another week and I'm sure you have other stuff to do and the listeners as well, but the one thing that's very clear and that relates to like the tips I gave before, you have to be highly organized to do this.
00:46:10.146 --> 00:46:33.436
Like before you get started, you need to know exactly what the outcome needs to be, what the format of the outcome needs to be, what are the steps that will allow you and, or the bot to get to that outcome in a very way, what formats are required, what data as an input you want to get either from a third party or from the user, et cetera, et cetera, et cetera.
00:46:33.447 --> 00:46:35.806
So the first thing you need to do is to be.
00:46:36.121 --> 00:46:42.302
Very good at mapping out the outcome, the inputs and the outputs and the process in between.
00:46:42.791 --> 00:46:50.152
And then you can go and start building these things using either the format that easy shared or another format.
00:46:50.192 --> 00:46:54.342
But again, also having a structured format that you know that works is going to save you time.
00:46:54.342 --> 00:46:58.532
So it's like a prompt library for creating GPTs, that works very well.
00:46:58.552 --> 00:47:01.282
Every time you need to create another one, I'll generalize something else.
00:47:01.311 --> 00:47:03.742
We have been creating a lot of GPTs for ourselves.
00:47:04.186 --> 00:47:08.547
And literally in the process of just you said, so we're not using it with clients, but we're using it.
00:47:08.556 --> 00:47:12.347
Like every time we, there's something we do regularly, we're like, Oh, let's just build the GPT for it.
00:47:12.347 --> 00:47:13.447
And then we do.
00:47:13.447 --> 00:47:14.036
And then that's it.
00:47:14.056 --> 00:47:16.867
You, and then yes, we fix it in the next three to four weeks.
00:47:16.867 --> 00:47:18.856
And then six months later, you fix it again.
00:47:20.467 --> 00:47:27.516
It's a very helpful way to slowly, but surely remove tedious tasks from different teams in your company.
00:47:28.202 --> 00:47:28.621
Easy.
00:47:28.661 --> 00:47:31.362
This was nothing short of incredible.
00:47:31.402 --> 00:47:32.952
I think what you're doing is amazing.
00:47:33.001 --> 00:47:39.452
If people want to follow you, find you, learn from you, take your bootcamp, work with you, what are the best ways to do that?
00:47:40.851 --> 00:47:42.192
First of all, yeah, thank you for having me.
00:47:42.192 --> 00:47:44.641
I'm really honored to be here, for a second time.
00:47:45.121 --> 00:47:47.032
best place to follow me is just on LinkedIn.
00:47:47.192 --> 00:47:48.351
I, I also started a YouTube channel.
00:47:48.351 --> 00:47:49.561
I'm posting a lot of tutorials.
00:47:49.972 --> 00:47:55.222
and if you do want to try out the AI agent, if you go to my feature, there's a link where you can download it.
00:47:55.981 --> 00:48:00.322
I included a tutorial, so it's really easy for you to set up and get started with your own AI agent.
00:48:00.581 --> 00:48:01.351
and it's a free download.
00:48:01.402 --> 00:48:02.322
so definitely check that out.
00:48:03.467 --> 00:48:04.597
Awesome, easy.
00:48:04.817 --> 00:48:05.567
Thank you so much.
00:48:05.597 --> 00:48:07.007
This was absolutely fantastic.
00:48:07.067 --> 00:48:11.427
I'm sure there's going to be a third time and you're probably going to be the first one to do the third time as well.
00:48:11.427 --> 00:48:12.496
So I appreciate you.
00:48:12.496 --> 00:48:13.467
I appreciate what you're doing.
00:48:13.786 --> 00:48:16.387
If you guys want anything like this, go check it out.
00:48:16.387 --> 00:48:18.556
There's really nobody else out there that does it better than Izzy.
00:48:18.927 --> 00:48:19.306
Thank you.
00:48:19.317 --> 00:48:19.657
Thank you.
00:48:20.067 --> 00:48:20.436
so much.
