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

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

Poe is a chat platform that gives you instant access to top AI models like GPT-4, Claude, and others, all in one place. Easily switch between bots, build your own custom assistants, and get quick, reliable responses for writing, coding, research, and more. Perfect for users who want flexibility without jumping between tools.
NotebookLM is an AI-powered note-taking tool developed by Google Labs that uses Google’s Gemini AI to help users interact with their documents more effectively. It can generate summaries, answer questions, and provide explanations based on the content uploaded by the user.
Claude.ai offers cutting-edge conversational AI solutions designed to enhance customer interactions and automate workflows. Benefit from natural language understanding, robust integrations, and scalable deployment to improve efficiency and user experience.
Team-GPT offers enterprise-grade AI solutions, enabling ChatGPT adoption for teams of 2 to 20,000. Streamline workflows with enhanced security, real-time collaboration, robust data privacy, and tailored integrations in one shared workspace to organize knowledge and master AI.
Microsoft Copilot integrates AI directly into your workflow within Microsoft 365. Powered by Bing’s vast knowledge, it analyzes your work, suggests content and data insights, and automates tasks. Craft emails, presentations, and even code with Copilot’s assistance, letting you focus on the bigger picture.
Go beyond text with Gemini, Google’s advanced AI model. Unlike chat apps focused solely on conversation, Gemini tackles a wide range of tasks across formats – text, code, images, and more. It acts as your research analyst, creative partner, and code whisperer, all rolled into one with a more human-like tone of voice.

Research Tools

Exa.ai is an advanced AI-driven search engine designed to deliver fast, relevant information from the web. It specializes in providing precise content for AI applications and research, using neural search technology to understand user intent.
Feedly is a content curation platform that helps track topics, discover relevant sources, and stay informed efficiently. It offers customizable feeds, AI recommendations, and tools for research, writing, and collaboration. Indispensable for professionals managing information overload.
Perplexity AI is a cutting-edge question-answering application designed to provide fast, accurate information from the web. It is particularly suited for quick, factual responses and research insights.

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.

Sales Focused Tools

Brand24 offers real-time monitoring of online mentions and sentiments, equipping B2B sales professionals with crucial insights for proactive engagement and staying ahead of market trends. Access comprehensive data from social media, news, and more for informed decision-making.
MindTickle offers an AI-driven platform tailored for enhancing sales skills and B2B efficiency. It provides personalized training paths and insights, aiming to improve team performance, meet sales quotas, and boost revenue.
Tavus offers an innovative solution for B2B sales professionals by automating personalized video content creation. Its developer-friendly platform allows for easy integration of AI replicas into apps, enhancing engagement through customized videos. Ideal for those seeking to leverage AI in sales.
CrystalKnows is an AI-driven platform that enhances B2B sales communication by revealing buyers’ DISC personality profiles. This tool strengthens team dynamics and interpersonal understanding, optimizing every sales conversation for success.
HumanLinker is an AI-powered tool designed for B2B sales, offering actionable insights into prospect personalities. It simplifies data to enhance engagement and personalization, helping to convert prospects with ease. Free trial available.
Humantic AI transforms B2B sales with deep buyer insights and personality intelligence, enabling sales teams to personalize interactions, build stronger relationships, and increase deal closures through authentic engagement. Ideal for teams seeking a competitive edge.

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.
Create a List of Holiday Client Delight Ideas (Without the Clichés)
This prompt guides the AI to generate five original, affordable holiday touchpoints that feel thoughtful and aligned with your style....
Generate High-Value Lead Magnet Ideas That Attract Ideal Clients
Brainstorm ten high-converting, trust-building lead magnet ideas tailored to your audience and expertise - complete with titles, formats, and next-step...
Develop 3 Clever, Scroll-Stopping LinkedIn Taglines
Create three professional, clever LinkedIn tagline options that grab attention, convey expertise, and avoid the usual buzzword soup....
Craft a Client Referral Request Message
Turn awkward referral asks into authentic, effortless messages. This prompt creates warm, professional referral requests and ready-to-forward examples your clients...
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,...
Mortgage Client Referral Request Message That Sounds Natural
Write a short, natural-sounding referral request message for your clients. Includes sincere, professional, and friendly versions for email, text, or...

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.

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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