Bonus Content

Thanks for attending my program. The fact that you’re here says a lot about your commitment to “tech-ing things up a level”! Below are an array of resources that I trust you’ll find valuable but if you need something more, just drop me a note!

Program Content

Below are some of the resources I shared during our time together.

Key Takeaway

I covered a lot in this program, I know! But, here is the big message…EMBRACE AI. Try new tech. Be strategic about how you integrate it into your day and your business. Learn how to use it properly. And most of all … HAVE FUN!

Program Slides

Evaluate and Assess Your Tech Projects

Get the Book: 101+ AI Tips, Tools & Prompts for Sales Professional

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Favorite AI Apps & Tools

There are literally 1000s of AI apps & tools now available plus many more apps that have integrated AI technology into their offerings. Julie is creating a library that she’ll be sharing in the near future. In the meantime, here are a few of her favorites!

Multi Purpose Gen-AI Tools

Deep Research is a powerful agent integrated into ChatGPT, Perplexity, Claude and Gemini that autonomously handles complex queries. It builds a plan, explores hundreds of online sources, reasons iteratively, and delivers structured, cited reports – complete with summaries, data, and visuals. Ideal for finance analysts, researchers, marketers, and professionals who need expert‑level research in minutes instead of hours.
Julius AI is your on-demand data analyst, turning spreadsheets, PDFs, and databases into instant insights. Just upload your data, ask plain-language questions, and get charts, summaries, or forecasts – no formulas or coding needed. Ideal for busy professionals who want fast, reliable answers without waiting on a data team.
Chatbase lets you create AI-powered chatbots trained on your own content – just upload PDFs, links, or text, and you’re ready to go. Ideal for businesses wanting to offer instant, accurate answers to customers or teams using internal documentation. No coding needed, and embeddable on any site.
Kling AI is a next-gen tool that transforms text prompts or images into 1080p, 30 fps video clips – up to 2 minutes long. With advanced 3D spatial-attention and physics-based realism, it delivers visually engaging, lifelike results. Designed for content creators, marketers, and storytellers who want cinematic-quality video without production hassle.
Plaud offers a sleek, hardware-plus-app combo for turning spoken words into searchable transcripts and bite-sized summaries on autopilot. The Plaud Note and wearable NotePin devices capture meetings, interviews, and lectures, auto-label speakers, and support 112 languages. Ideal for professionals, journalists, students, and teams needing hands-free note taking and instant recall.
Gumloop is a visual, no-code platform built for non-technical teams to design, run, and scale AI-powered workflows. Drag, drop, and chain together nodes for tasks like web scraping, document processing, lead scoring, and CRM updates using pre-made templates or custom logic. Perfect for marketers, ops teams, and business owners who want AI agents without writing a line of code.

Research Tools

Deep Research is a powerful agent integrated into ChatGPT, Perplexity, Claude and Gemini that autonomously handles complex queries. It builds a plan, explores hundreds of online sources, reasons iteratively, and delivers structured, cited reports – complete with summaries, data, and visuals. Ideal for finance analysts, researchers, marketers, and professionals who need expert‑level research in minutes instead of hours.
Julius AI is your on-demand data analyst, turning spreadsheets, PDFs, and databases into instant insights. Just upload your data, ask plain-language questions, and get charts, summaries, or forecasts – no formulas or coding needed. Ideal for busy professionals who want fast, reliable answers without waiting on a data team.
Chatbase lets you create AI-powered chatbots trained on your own content – just upload PDFs, links, or text, and you’re ready to go. Ideal for businesses wanting to offer instant, accurate answers to customers or teams using internal documentation. No coding needed, and embeddable on any site.
Kling AI is a next-gen tool that transforms text prompts or images into 1080p, 30 fps video clips – up to 2 minutes long. With advanced 3D spatial-attention and physics-based realism, it delivers visually engaging, lifelike results. Designed for content creators, marketers, and storytellers who want cinematic-quality video without production hassle.
Plaud offers a sleek, hardware-plus-app combo for turning spoken words into searchable transcripts and bite-sized summaries on autopilot. The Plaud Note and wearable NotePin devices capture meetings, interviews, and lectures, auto-label speakers, and support 112 languages. Ideal for professionals, journalists, students, and teams needing hands-free note taking and instant recall.
Gumloop is a visual, no-code platform built for non-technical teams to design, run, and scale AI-powered workflows. Drag, drop, and chain together nodes for tasks like web scraping, document processing, lead scoring, and CRM updates using pre-made templates or custom logic. Perfect for marketers, ops teams, and business owners who want AI agents without writing a line of code.

Productivity Tools

Julius AI is your on-demand data analyst, turning spreadsheets, PDFs, and databases into instant insights. Just upload your data, ask plain-language questions, and get charts, summaries, or forecasts – no formulas or coding needed. Ideal for busy professionals who want fast, reliable answers without waiting on a data team.
Deep Research is a powerful agent integrated into ChatGPT, Perplexity, Claude and Gemini that autonomously handles complex queries. It builds a plan, explores hundreds of online sources, reasons iteratively, and delivers structured, cited reports – complete with summaries, data, and visuals. Ideal for finance analysts, researchers, marketers, and professionals who need expert‑level research in minutes instead of hours.
Kling AI is a next-gen tool that transforms text prompts or images into 1080p, 30 fps video clips – up to 2 minutes long. With advanced 3D spatial-attention and physics-based realism, it delivers visually engaging, lifelike results. Designed for content creators, marketers, and storytellers who want cinematic-quality video without production hassle.
Plaud offers a sleek, hardware-plus-app combo for turning spoken words into searchable transcripts and bite-sized summaries on autopilot. The Plaud Note and wearable NotePin devices capture meetings, interviews, and lectures, auto-label speakers, and support 112 languages. Ideal for professionals, journalists, students, and teams needing hands-free note taking and instant recall.
Make.com empowers teams to automate workflows across apps and systems with a powerful, no-code visual interface. From syncing data between tools to building complex, multi-step automations, it’s built for tech-savvy teams who want flexibility without the dev time. Ideal for operations, marketing, and product teams looking to scale efficiency fast.
Gumloop is a visual, no-code platform built for non-technical teams to design, run, and scale AI-powered workflows. Drag, drop, and chain together nodes for tasks like web scraping, document processing, lead scoring, and CRM updates using pre-made templates or custom logic. Perfect for marketers, ops teams, and business owners who want AI agents without writing a line of code.

Favorite AI Prompts

Below is a list of some of our favorite prompts that you can use with generative AI tools such as ChatGPT, Google Gemini, and more. Simply select a prompt, copy it and fill in the blanks. If you’d like to see the full library of prompts, click the button below.
Challenge Your Core Business Assumptions Before You Act
Use this prompt to stress test a core assumption, find blind spots, and explore disconfirming evidence before you roll your...
Turn a Messy Initiative List into a Clear, Defensible Roadmap
Turn a messy initiative list into a clear Now/Next/Later roadmap, scored by impact and effort, with a narrative your executive...
Reframe Any Problem Using Advice From Your Future Self
Stuck and too close to a problem? Use your future self’s perspective to sort noise from signal, clarify what matters,...
Build Your Own Shadow Board of Directors for Better Decisions
Create a personalized Shadow Board of Directors that pressure-tests your ideas, challenges your assumptions, and helps you build a stronger,...
Turn MLS Data into Market Insights That Drive Action for Mortgage Advisors
Stop dumping data. Start driving decisions. This prompt converts raw MLS stats into strategic, client-ready insights—complete with talking points, scripts,...
Deep Research on US Mortgage & Housing Market
Research the latest US mortgage and housing trends with real data, analysis, and sources. Generate a clear, actionable market summary...

AI Readiness Assements

Wondering if you or your organization are AI-Empowered? Take the assessment and find out. You’ll receive your AI Readiness Score along with a detailed report about where you fall in category and what you can do to improve right now.

PROMPTING GUIDE: THE PREPARED PROMPT

The secret to getting better results from generative AI tools like ChatGPT, Llama, and Claude is prompt engineering. Remember to think of them as REALLY EAGER INTERNS. The more guidance and feedback you give them, the better the results you’ll get. Below is a guide describing the PREPARED prompting structure.

CUSTOM INSTRUCTIONS GUIDE

Unlock the full potential of ChatGPT with Julie’s comprehensive guide on custom instructions. Learn how to tailor your AI interactions for maximum impact, ensuring personalized and effective communication every time.

Connect with Julie

If you’re interested in having Julie present to your group or want to find out more about her consultancy/strategy services, grab a time on her calendar.

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