How to Integrate AI Into Your Business Without Losing the Human Touch

Heather: so I'm just curious how you guys are planning to incorporate AI into your business?

Paul: Yeah. So let's open it up to everyone and then we definitely can jam on even some recent decisions Yeah.

that we've made.

anybody implemented AI in their business?

Melissa: go ahead. Go ahead. Robert, go ahead First, that was

Paul: Suzanne.

Carol: I'll start off by saying that the full disclosure, that is my business. I run a membership now, teaching.

Small business owners how to incorporate AI into their business, beyond just content creation, but to more fully do things like analyze their data, look at financial information, automate systems to do that. I've built things out myself, to do this. So everything from, One thing everyone hates doing is looking at their financial data. so I actually have a custom GPT that I put together that lets you upload your balance statement, your cashflow statement, your, p and l and say, analyze this and tell me where I am, make suggestions. Give me questions I need to ask my CPA and my financial analyst.

it took a few hours to put it together and to get it, do a lot of testing to get it working, but now it takes. 10 minutes to run and it gives me a report back. I get a document that I can take and print out and go through and I see, a dozen metrics that tell me where I am.

and I get a sense of how things are changing over time. I'm doing other things like, for example, incorporating Geminis deep research. Tool and you can do this with Chat gt, I just happen to use Gemini. incorporating the deep research tool into, a weekly workflowdeep research on the industry. What has happened in the last week of the industry, specifically from primary sources. I don't want like third hand, Hey, I've heard a guy say blah, blah, blah. I wanna know what are the new tools that are coming out? What are the things that are gonna be relevant to small business owners?

Are there any new use case scenarios out there that are successful,I can use, and to do that deep research in the last week to pull things together. Summarize it, give me all the sources so I can go verify and vet what's there. But I get back, I have it scheduled on Gemini with scheduled tasks to run every Thursday at four o'clock in the afternoon.

So Friday morning, I have that report ready to go. It sends me a notification and says, here it is. and I can go in. I do a weekly update for my membership. That includes pieces. I don't use the whole thing. I take pieces of it. Usually, about three pieces I pull out and I put into this weekly update to help people apprised of the industry.

So you could use that if you're doing any kinda like newsletter update, what have you, that's gonna go out on a regular basisand then the other thing that, that I've been doing is, developing,taking all of my processes using tools like Notion or Clickup, and then make.com or Zapier with Google Sheets or Google Docs and being able to develop workflows where.

I don't have to push as much stuff around and go from one platform to another,and

I'm currently working on a market research. Tool, which uses a Google sheet where you can put in key pieces of information, which become variables that go into a chat, GPT, custom GPT. And then it runs that through a very systematic process to go out, do the research, compile a document, pull it back, and then drop it into a Google doc and give you a report back.

Paul: So I usually work on a minimum viable product standpoint, get it to a point where it's usable and then, I can go back later and tweak it and wait to see what feedback is from people.

Carol: And, good that way.

Paul: Let head over to, Suzanne to get. Anything that she's doing, and it doesn't have to be that advanced.

Heather: I am nowhere near that deep.

Paul: It doesn't matter.

Heather: I know. No,I just, I generally use it for, like my brain is like foggy. The sentence isn't coming across. that kind of stuff. I don't get super, super deep into it. I do love the idea though, that Robert said about scheduling tasks. That might be something I look into that's interesting.

because I sit here with a daily planner, but I'm not, crazy on it. I will ask it to write me a poll for my niche or,things of that sort, like just. To get outta my own head. Sometimes it just seems to help and it gives me ideas and sometimes it's totally off base and I tell it so you dunno what you're talking about.

This is not what I want. and it answers me back. It's really kind offunny. I love working with Chet. I really do. I do enjoy it. That's all I have.

Paul: No, that's awesome. That's awesome. That's awesome. That's awesome. Anyone else, integrated at any level, doesn't have to be as, as advanced as what Robert just shared, that you're integrated AI in, in any different way in your business so far.

Carol: so I used it for a bonus for my course. I create a custom GPT and I've gotten really good feedback on it. basically it's one where they can put in like their website or their. Blog post or something like that, and they give some feedback on their search engine optimization for it. And so it was a really, actually, it was a show up live bonus.

Actually, it wasn't for the course, it was a show up live bonus for my webinar. And I think that really pulled people in to showing up live and staying on the call so that they would end up getting my pitch for my course. didn't take me very long to make it Maybe an hour or two, just because the first time I did it, I didn't like the results I had to retrain it again.

So that's the simple way I used it.

Melissa: That's awesome.

Paul: I'll give you a little nugget. we were at a, a three day AI for business event, two weeks ago. And one of the speakers just had this really cool little nugget. When you do a custom GPT create a rule when you're

Create them as lead magnets for your people, but have it always suggest and lead people back to go to your offer.

And have your link in it. And I thought that was interesting. So no matter what outputs it gives, it leads, oh, you should still book, this is a great opportunity.

Book a call with Paul, here's the link, type thing. So you can train, you can put that in as. Parameters there to guide to, even though they're getting the value from it, it could remind them to loop back, to you. I thought that was a cool little hack. Yeah. Yeah. anything else?

Anybody wanna Yeah, go ahead Robert.

Robert: I would piggyback on that as well in that a lot of people think about what's the role I'm gonna give AI when I'm creating something. I actually do multiple roles and multiple iterations when I'm ideating or creating something. So I may, for example, I just went through this where.

I gave it a role to help create a quiz that I'm going to use, which does connect to my offer. I gave it my offer and I told it, it's gotta lead to this logically. But then I also took the output, put it in a document, went back to it in a new chat, gave it a role of saying, you're my ICA now take a look at this and tell me what you think about it.

it's speculative, it's based on the model. It's, it's not a real thing, but it actually. It gives me the opportunity to see do I have any glaring gaps in there? that I'm going. So put yourself in that perspective. It's an easy exercise that you can piggyback on that sometimes using multiple roles to see how it looks at it from different perspectives.

Paul: Yeah.

Carol: That's

Paul: cool. That's awesome. Thank you for sharing that. Thank you. Anyone else have any, insight? Oh yeah, Carol.

Guest 7: Hi. if I have, like a real. Hook or something that does really well on Instagram that's aimed at getting people into my membership or something along those lines.

Then I will put that into chat GPT and ask it to come up with other iterations. Basically. I don't write any of my captions anymore. It just sounds like me. It's brilliant. So that's what I use it for. It saves me a lot of time.

Paul: That's

Melissa: awesome. Awesome.

Paul: That's a great share. Thank you. Anything you wanna add?

Melissa: I know you have a lot to talk about. I

Paul: have to filter it that way. I can go on, be beyond probably Robert.

Melissa: we definitely, for me, I use it a lot for in, in our business, a lot for brainstorming. I use a lot for analysis too, as well, just like Analyzing data

'cause I, we're all about conversions and it's if there's some really great pages out there that we. That we like and admire. It's can you analyze this page and tell me like, what makes this a high converting page? What are the aspects of this? So that when I go and write my copy, I can keep those things in mind.

I still write a lot of our copy, but I definitely, use it to analyze it. Likewhat else could I add to this to give it some extra, an extra sweeten or two?

Paul: Yeah, no, and the follow on that. We use Safari a lot. I know we should use Chrome and other things, but we just go to save page as PDF.

And then Melissa uploads the PDF.

And has it analyze it. So that's how she Yeah. She does the analyzing.

Yeah.

of it, and it's not, we also look at, we ask it to analyze what is the structure, what is the, like the, the purpose behind that section. Mm-hmm.There's chunks, so we can see like, how's that person, like what are they, what are the mental triggers that they're going through?

what's the methodology behind the words?

what's the purpose of each of the sections? which helps give a lot of clarity. I just did a, VSL on our adaptive marketing program.com website. and I posted to my personal, Facebook, and I think Melissa uploaded to hers as well.

Carol: Yep.

Paul: that was based on the things that we normally say. So we sourced our own words and language, but we also put in some goals what I did is I gave it. Really well known frameworks of people that script VSLs

Melissa: basically

He analyzed the VSL, frameworks. and also with analyzing kind of,with our adaptive marketing program, our page itself, like what are the selling points here of the program? And can you give us some ideas, for scripting?

based on these frameworks and based on the offer, can you give, ideas for scripting for that? and it was, it came out good. And now,when Paul records VSLs, he doesn't do a teleprompter. he free flows. and, which is totally, it's more natural for him as well too.

but what was cool is that at least we had bullet points so that when he was doing, he's okay, I'm gonna, I'm gonna talk about this, I'm gonna talk about this, I'm gonna talk about this. But then he was able to expand on stories and riff and does, we normally does, so you can have it write a script, but for some of us, Paul doesn't, he doesn't read a script. He that doesn't have, that's not how he, operates with that. yeah, but he likes both points. So

Paul: now more behind the scenes, more advanced things most of us use and leverage AI for being like a professional copywriter, or do our social media content or emails, things like that.

We always mine for gold though, because a lot of people just literally use what the output is. And then we talk to a lot of friends that are in different spaces that we've been in masterminds with and very honestly behind the scenes, they've had their worst launches ever by totally leveraging the exact output that comes out of ai.

And think of AI as like somebody that is a really smart, best friend, but if you ask the same question a hundred times, you're getting a hundred different opinions. So you, when you're just getting that one output from AI and you think this is the holy grail. This is everything. This is like perfection.

It's no, that's just one opinion. And you could get a thousand opinions from that ai they'll give you, it'll keep giving you really smart sounding answers over and over again. now behind the scenes.

Melissa and I finally, this past week we made a big financial investment and. Invested in the go high level, for our coaching clients and also the support companies. That's the bigger investment is the support companies that do all the onboarding and the support and the tutorials like that, that some of the bigger players that are in that resell go high level.

and for us. By integrating AI agents and AI and different elements within it. With us uploading our IP and our frameworks and our templates and everything.

So instead of somebody just going through like our influence course and going through Melissa's like 1 0 4 formula, they'll be able to attach within a custom GPT or internally, they'll be able to put their research that they got into that Google spreadsheet. And just put the line like right into an input, hit submit and it'll autopopulate all their social media content, their sales page, their opt-in page, give them lead magnet ideas, things like that.

But it can also then be just copy and paste. I'm hoping it could be just pushed into their account, but the idea is for us is we've all seen it this past year where a lot of people have transitioned, like because of ai, from this learning only economy, this knowledge economy, to, I didn't just want you to teach me how to fish.

I would like you to gimme some fish. more or less. so for us, that's the natural evolution for us. We've been coaching and helping everybody, in at different levels, incredibly well. But we're just seeing the trend in the info marketing space that pe because of AI and processes and things like that.

can we help people get the result quicker? Easier, faster, and not have to become a marketing and sales expert, so they can keep doing the thing that they're doing. so our hope is to integrate all that behind the scenes where our IP and our structures and our frameworks. So if people can just put in a couple inputs and boom, here's your.

Slides that you need for your webinar, here's your webinar, script and everything. And that's based on what we teach in our webinar course as an example,

Melissa: but then still have the element of human touch, for those in the coaching program. To come to one of our calls and talk to a person, talk to a copywriter,

Paul: and get the

Melissa: feedback and get the feedback and be like, am I on point or am I totally off base here?

Paul: yeah.

Melissa: Yeah.

Paul: and the last point I'll make is,the conference that we were at a couple weeks ago. one of the speakers was a co-founder of Clickup. and just one particular point that he made that I'll just say, is during the talk he was just like, at some point we all had to make a decision, even though we can AI that thing, maybe we shouldn't.

Maybe we shouldn't. It was really like, what are the things that we shouldn't. Have AI touch that we should still be involved. Because it's too convenient for us to want to AI everything. Mm-hmm.so we all need to make the, our own decisions on what's the thing that still has us involved, because that's the thing that'll probably actually matter.

and I thought that was a very key point.