AI Power Hour

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: 

1.  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.  
2.  Transform meeting recordings into clear summaries, decisions, and action items using AI tools, eliminating the need to rehash conversations or chase missing details.  
3.  Apply a structured lead-to-close workflow that organizes captured information into execution steps and follow-ups.  
4.  Use AI-generated recaps to communicate more effectively with clients and internal teams, strengthening trust and accelerating deal closure.