
SMB Growth Expert | Keynote Speaker | 20+ Years Growing Businesses | $5B+ Revenue Generated for Clients from Evergreen Sales Techniques
Canada
Joined April 2008
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Automate the reminder. Protect the apology.
Automate the invoice. Protect the thank-you.
Automate the scheduling. Protect the conversation.
What would you add to the list?
A CEO told me he needed more salespeople.
Two of his reps were outclosing everyone else. Same leads. Same prices.
We wrote down what they did on one page and roleplayed it every week. Close rates went up 47%. No new hires.
What does your best rep do that nobody's been shown?
Before you automate anything this week, ask:
If it went wrong, who would notice first, you or your customer?
You? Automate it.
Your customer? Keep a person on it.
What's on your list?
Thank you @bot for ordering my weekly groceries! Delivery scheduled for this afternoon.
Sunday thought for owners and leaders:
Your customers won't remember how fast you replied.
They'll remember the time someone actually noticed them.
Who on your team is best at noticing?
If your leads doubled on Monday, would your sales double too?
Or would the same follow-up gaps just get busier?
Quick weekend question for owners and leaders:
What's one thing you automated, then took back because your customers felt the difference?
The more your competitors automate, the more a phone call is worth.
When every inbox is full of perfect AI follow-ups, the follow-up stops meaning anything.
That's the idea behind my new book, Soul at Scale. Out Nov 10.
When did a leader last call you personally?
Two weeks ago I started building a team of AI bots on @bot.
Here's what they already handle for me:
I thought I was using @ManychatHQ properly until I let Claude start building out my messaging flows! Wow.
An owner asked me last week: "Do I have a lead problem or a sales problem?"
Almost always, it's a follow-up problem.
Ask every rep two questions each week: Did you follow up? If not, why not?
On the way to my daughter's hockey practice tonight, I asked my @tesla's @grok to make two payments, review a couple of emails, send replies, and walk me through the next two weeks of the kids' sports schedules.
It handed it all to my bots on @bot. By the time I parked, every bit of it was done.
Oh, and my car drove us there.
In the past two weeks I built a team of 9 AI bots on @bot, each with one job. Inbox, sales, finance, content, even the family calendar.
They do a lot of work. They send nothing.
The 4 rules that make that work:
Rule 3: When a bot gets a fact wrong, it checks the source before it answers again.
One of mine got a family detail wrong. I corrected it, and now that's the rule.
Calendar fact, check the calendar. No second guess.

