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
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.
Poe.com offers diverse AI models like ChatGPT, GPT-4, Claude 3 Opus, and DALLE 3 for engaging conversations. It’s a hub for interacting with millions of AI bots, ideal for quick answers and dialogues on various topics.
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
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UseMotion.com offers an AI-driven task scheduler tailored for B2B professionals, aiming to enhance productivity with minimal manual input. This app streamlines calendar, tasks, and meetings management, promising a 25% productivity boost.
Fathom.video transforms B2B sales by offering real-time analytics and automated meeting documentation. It fine-tunes strategies for peak performance, catering to businesses looking to optimize their sales approach efficiently.
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.
Write a Follow-Up Email After a Sales Call, Consultation, or Pitch
Following up after a sales interaction can make or break your deal. This prompt helps you write thoughtful, persuasive, and professional follow-up emails that show you’re engaged, attentive, and easy to work with — while keeping the door open for next steps. Designed to work across industries, it’s perfect for consultants, service providers, coaches, agencies, and more.
Predict Questions Before They’re Asked with MLQs (Most Likely Questions)
Most Likely Questions (MLQs) aren’t just for websites. They’re a communication superpower you can use in sales calls, onboarding, training, investor pitches – anywhere clarity matters. This prompt helps you identify and answer the questions that actually move your audience forward. You’ll walk away with 10 well-structured, jargon-free Q&As tailored to your content, tone, and audience – plus ideas for how to use them across your materials.
Sales Objection Handling Guide: Top 10 Common Objections
Develop a comprehensive guide to handle common sales objections in consulting. Learn to empathize with clients while effectively communicating the value and benefits of your services, turning objections into opportunities.
Generate a List of Competitive Alternatives to My Product or Service
Use this prompt to create a comprehensive list of competitive alternatives to your product or service, revealing insights into direct and unconventional competitors in your market.
Create Customer Personas
Enhance your understanding of potential clients with this prompt to create detailed customer personas, focusing on demographics, goals, and educational needs.
Write a Blog Post on Common Financial Planning Mistakes
Help clients make informed decisions with a prompt crafted to outline three common financial planning mistakes and provide practical advice on avoiding them, ensuring compliance with industry regulations.
Write a Follow-Up Email After a Sales Call, Consultation, or Pitch
Following up after a sales interaction can make or break your deal. This prompt helps you write thoughtful, persuasive, and professional follow-up emails that show you’re engaged, attentive, and easy to work with — while keeping the door open for next steps. Designed to work across industries, it’s perfect for consultants, service providers, coaches, agencies, and more.
Predict Questions Before They’re Asked with MLQs (Most Likely Questions)
Most Likely Questions (MLQs) aren’t just for websites. They’re a communication superpower you can use in sales calls, onboarding, training, investor pitches – anywhere clarity matters. This prompt helps you identify and answer the questions that actually move your audience forward. You’ll walk away with 10 well-structured, jargon-free Q&As tailored to your content, tone, and audience – plus ideas for how to use them across your materials.
Sales Objection Handling Guide: Top 10 Common Objections
Develop a comprehensive guide to handle common sales objections in consulting. Learn to empathize with clients while effectively communicating the value and benefits of your services, turning objections into opportunities.
Generate a List of Competitive Alternatives to My Product or Service
Use this prompt to create a comprehensive list of competitive alternatives to your product or service, revealing insights into direct and unconventional competitors in your market.
Create Customer Personas
Enhance your understanding of potential clients with this prompt to create detailed customer personas, focusing on demographics, goals, and educational needs.
Write a Blog Post on Common Financial Planning Mistakes
Help clients make informed decisions with a prompt crafted to outline three common financial planning mistakes and provide practical advice on avoiding them, ensuring compliance with industry regulations.
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.
