AI Power Hour
Real world applications by your peers
Part I: Become A Follow Up Rockstar with Erik Rasmus
From the moment a warm lead comes in, critical knowledge is exchanged at every step until the deal is closed—and too often that information is repeated or lost. This session shows you how to automatically capture every conversation using Zoom or Google Meet, transcribe and structure it with tools like Plaud or Fathom, and turn it into clear summaries, action items, and client-ready follow-ups using AI. Attendees will learn a repeatable workflow to intake leads, execute deals efficiently, and ensure nothing slips through the cracks. You’ll walk away with practical systems that reduce friction, eliminate guesswork, and help you close deals faster and with confidence.
Upon completing this session, participants will be able to:
- Record and document both virtual and in-person meetings using Zoom, Google Meet, Fathom and Plaud to ensure all deal-critical information is captured accurately.
- Transform meeting recordings into clear summaries, decisions, and action items using AI tools, eliminating the need to rehash conversations or chase missing details.
- Apply a structured lead-to-close workflow that organizes captured information into execution steps and follow-ups.
- Use AI-generated recaps to communicate more effectively with clients and internal teams, strengthening trust and accelerating deal closure.
Part II: Automate Your Busywork with Practical AI Workflows with Michael Grimm
You're already using AI to write descriptions and brainstorm ideas. But you're still the one copying, pasting, and pushing every button - busywork with better software. This session shows you how to identify which tasks don't actually need you, map your processes step by step, and build simple automations that handle marketing, reviews, leads, and content creation in the background, without sacrificing your brand voice or client trust. Whether you're working from a spreadsheet or ready for advanced tools, you'll leave with a clear framework and real examples you can put to work immediately.
Upon completing this session, participants will be able to:
- Identify which repetitive tasks in their business are strong candidates for automation using a simple prioritization framework.
- Map an existing business workflow step by step, the critical foundation required before any technology is introduced.
- Select and begin using automation tools matched to their skill level, from Google Sheets and Zapier to platforms like Active Pieces and Lindy, to advanced tools like n8n, Claude Code, and OpenClaw.
- Design a working automation, such as review processing, content syndication, or lead response, with appropriate safeguards to maintain brand trust and control.
