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EP357 Stop Chatting With AI and Start Building With It · Profit With A Plan

• 0:00
  Marcia Riner | Profit Booster®: The cloud.
• 0:04
  Marcia Riner | Profit Booster®: Most businesses are using AI to answer questions these days. They open a chat, they type a prompt, they copy the response, paste it somewhere else, and repeat the process all over again tomorrow. But that's not the same as building AI into your business.
• 0:23
  Marcia Riner | Profit Booster®: In this episode of Profit with a Plan, we're talking about how to stop simply chatting with AI and start truly building with it.
• 0:32
  Marcia Riner | Profit Booster®: You'll learn how to create usable skills, connect your tools with teams that your team already uses, and turn repeatable work into practical systems that actually move business forward. Because the real opportunity is not another clever prompt.
• 0:50
  Marcia Riner | Profit Booster®: It is creating an AI system that can help your team get more done.
• 0:58
  Marcia Riner | Profit Booster®: Hey entrepreneurs, are you working too hard for too little profit? Well, welcome to Profit with a Plan podcast, where we help you, we help business owners grow smarter, increase profitability, and build a business that's worth more, whether you plan to keep it or sell it.
• 1:13
  Marcia Riner | Profit Booster®: I'm Marcia Riner, Business Growth Strategist and the Profit Booster behind Infinite Profit.
• 1:18
  Marcia Riner | Profit Booster®: Each week, I bring practical strategies, expert insights, and real-world steps to help you grow more revenue, improve margins, and build a stronger business.
• 1:30
  Marcia Riner | Profit Booster®: By the way, today's episode is brought to you by Infinite PROfit, where strategy turns into profitable growth.
• 1:37
  Marcia Riner | Profit Booster®: But before we jump in, I have something special for you.
• 1:41
  Marcia Riner | Profit Booster®: If your revenue has plateaued, or maybe your marketing is just not producing the return it should.
• 1:47
  Marcia Riner | Profit Booster®: Go get your free Profit Booster Growth Map. In just a couple of minutes, it'll help you identify where to bring in more qualified clients, and where your Profit Leaks may be costing you a lot of money. Go get yours after the show at ProfitBooster.biz. And by the way, there's no sales call required.
• 2:05
  Marcia Riner | Profit Booster®: Alright, let's get into today's conversation. My guest today is Elaine Boyd, the co-CEO of Biggest Goal, and the co-author, or co-host, of Automate Your Agency podcast. My mouth is just not working today.
• 2:21
  Alane Boyd: So, forgive me.
• 2:22
  Marcia Riner | Profit Booster®: Alane is a serial entrepreneur, three-time published author, and a workflow automation expert who has built and successfully exited two SaaS companies, each reaching 8-figure valuations. Right on, that's a great one.
• 2:38
  Marcia Riner | Profit Booster®: Her work has earned industry recognition, including being named the top leader under 40, and one of her tools was recognized as the best remote work in 2022.
• 2:50
  Marcia Riner | Profit Booster®: Alane has spent years building technology, leading teams, and creating smarter ways for businesses to operate, grow, and scale. Welcome, Elaine, to Profit.
• 3:00
  Alane Boyd: Well…
• 3:00
  Marcia Riner | Profit Booster®: in.
• 3:01
  Alane Boyd: Thank you so much! I've been so pumped to do this with you.
• 3:06
  Marcia Riner | Profit Booster®: Me too! I mean, you know, there's so much going on, and I'm such an AI geek myself, you know, I have to make sure that when I bring guests on, that we're not talking about just the regular old stuff, right? Or the stuff that those, you know, basic people talk about. And when you came and was introduced to me, I was like,
• 3:24
  Marcia Riner | Profit Booster®: wait a minute, this is really a good topic, because there's so many levels of AI, and I think users just get stuck in the… in the basic level one kind.
• 3:35
  Alane Boyd: stuff.
• 3:36
  Marcia Riner | Profit Booster®: And…
• 3:36
  Alane Boyd: Indeed.
• 3:36
  Marcia Riner | Profit Booster®: really not doing them the justice that AI can really provide.
• 3:41
  Alane Boyd: Oh my gosh, I mean, seriously, and that's why I was, you know, excited to just dive in here, and, you know, if you're using chat, you are average. Everybody is doing that. There's nothing special about you going and chatting with AI, because that's what everybody's doing, so…
• 3:57
  Marcia Riner | Profit Booster®: Right.
• 3:57
  Alane Boyd: And, and really, It's you chatting with AI. It is dependent on that individual taking the action.
• 4:06
  Alane Boyd: then taking the output and going to something to… and going to, use that information somewhere, copying and pasting. So it's like little micro-efficiencies. It's really not making things that more efficient when you look at it from a week's… a week's standpoint.
• 4:22
  Marcia Riner | Profit Booster®: You know, I think the other side of that that I'm noticing more and more on, because, I mean, Chat and Claude, I'm double dating here, Chad and Claude are both heavily involved in my daily activities, but I noticed that
• 4:37
  Marcia Riner | Profit Booster®: sometimes, or more often times, I'll get back these generic, everyday responses that I'm like.
• 4:44
  Marcia Riner | Profit Booster®: Where did you pull that from? That's not the knowledge base I gave you. That's not about me. That's about anybody on the…
• 4:51
  Marcia Riner | Profit Booster®: on the street can have. So, I've noticed that that's been getting more and more frequent in my responses that I'm getting, even in my workloads that I'm getting. So I have to kind of shake them up and go, hey!
• 5:05
  Alane Boyd: So let me tell you why that's happening. It happens because when you're using chat… and when I say chat, AI chat, I mean anything that you're using a browser to chat with, so it could be Claude Chat, could be ChatGPT, could be Perplexity.
• 5:19
  Alane Boyd: They do not have real memories. So even though it makes you feel like they do, it is a separate database that it is calling, and it's choosing what to highlight from all of those conversations. Well, there's only so much memory, fake memory, that it can have, so eventually it loses the script, basically.
• 5:39
  Marcia Riner | Profit Booster®: Yeah!
• 5:40
  Alane Boyd: And that is the reason why, hey, if you're using chat, AI chat.
• 5:44
  Alane Boyd: then you're having to reteach it, it doesn't have a real memory, how do we overcome that? And we can talk about that today, is like, hey, well, I already have these resources, I already have a brand kit, I already have my tone. How do I make sure it always looks at that, so I don't have to retell it, this information?
• 6:01
  Marcia Riner | Profit Booster®: Yes, and even a simple thing is when it's building a graphic or something, I'm like.
• 6:06
  Marcia Riner | Profit Booster®: you just built it with my logo, why do I have to give you my logo again? It's like, it drives me crazy.
• 6:11
  Alane Boyd: Yeah, you're having to reinvent the wheel very often. It's like having 50 first dates every week.
• 6:16
  Marcia Riner | Profit Booster®: That's a great line! That's perfect! And you know, it seems like, you know, at least in my case, I am really reliant on the tools for activity, for working, for projects, for agents, for everything. And it's like, I've gotten to the point, it's like.
• 6:35
  Marcia Riner | Profit Booster®: my microwave crashed, a couple of months ago, and I was without it for, like, a week, and I'm like, how do I reheat my coffee?
• 6:43
  Alane Boyd: You know? I mean, you get.
• 6:44
  Marcia Riner | Profit Booster®: I'm so used to having these.
• 6:46
  Alane Boyd: Right.
• 6:46
  Marcia Riner | Profit Booster®: And then how do you use, how do you not, you know, run your business without them anymore? So, it's really interesting. So, let's dive into some of the goodies that I think are really, really important. And I'd love to start with one that you already spoke on. How do we get it to remember our stuff?
• 7:04
  Marcia Riner | Profit Booster®: When… when we're using it.
• 7:07
  Alane Boyd: So it's… if you're using a chat, an AI chat, you're always going to run into that dilemma eventually. So, there's some workarounds for it, but really, we need to move past just chatting with AI. And the next level, Claude Co-Work, so it's actually a desktop app. So you're downloading an app on your computer.
• 7:27
  Alane Boyd: Honestly, I haven't used chat in 3 months. Like, I have not opened an AI chat in 3 months. I only work from Cowork now. And what you can do when you download the app and you use something like Co-Work, or if you're in the ChatGPT world, there is Codex, and they're renaming it ChatGPT Work, because I think…
• 7:46
  Marcia Riner | Profit Booster®: Because everybody has to steal each other's ideas, of course.
• 7:48
  Alane Boyd: Yeah. Yeah, you know, in some ways, I think it, in the grand scheme of things, it probably makes it less confusing, because everybody knows ChatGPT, so how do we just make it easier to make the transition for people? So, so it makes sense.
• 8:04
  Alane Boyd: they're competitors of each other in this, like, desktop app space. So the desktop app is your first, like, okay, I'm gonna move forward to something a little bit more integrated with my systems.
• 8:14
  Alane Boyd: Well.
• 8:14
  Marcia Riner | Profit Booster®: So, so let's clarify that.
• 8:16
  Alane Boyd: Yes.
• 8:16
  Marcia Riner | Profit Booster®: When you're chatting normally with Claude or GPT or, chat, you're talking to the online version, right?
• 8:28
  Alane Boyd: And…
• 8:28
  Marcia Riner | Profit Booster®: when you're saying you get a desktop version, now you're bringing it into your system rather than going out to, like, Google and typing it in right there, because
• 8:38
  Marcia Riner | Profit Booster®: Gemini and all those are all still Google-based, you know, ideas that are doing the same thing, but they're on…
• 8:46
  Marcia Riner | Profit Booster®: the… the… they're on the internet rather than on your desktop. Is that…
• 8:50
  Alane Boyd: That's correct, yeah, and thank you for making me take a step back to clarify that, and you're absolutely right. So, when you're on those, you're working on the browser, so you're on the internet, you're typing in cloud.ai or chatgpt.com, so you're working from the browser, so you're going to be limited to what you can interact with.
• 9:09
  Alane Boyd: On there. But when you have it on the desktop app, there's a whole new world that you can open up. Number one is it can have access to the files that you want it to have access to. Well.
• 9:20
  Alane Boyd: Things like your brand kit, your logo, your, even your services and your packages, and the products that you sell, your pricing. Proposals just got easier, guys!
• 9:31
  Alane Boyd: So whatever… you have these folders, or you have these files that now Claude Cowork or Chech BT work can work from, and reference that. You're not having to refeed the information, you're not having to retell it, and I'm gonna drop something right now.
• 9:48
  Alane Boyd: I turned off memory on everything I do. There is no AI memory on any work that I do, because I'm always having it reference my files
• 9:59
  Alane Boyd: for context, instead of it trying… because if I'm leaving it up to AI to make that fake memory, it's choosing what is important. It's trying to put together a plan for you
• 10:12
  Alane Boyd: And eventually, it's gonna forget it, or it's gonna replace it. There's only so much bandwidth that that fake memory can have, so we turned it off.
• 10:20
  Marcia Riner | Profit Booster®: I love it. You know, funny, I'm experiencing, also, something, it's like…
• 10:25
  Marcia Riner | Profit Booster®: if I ask it a question, and, you know, and we're in a thought mode, and it'll give me the answer that it thinks I want to hear. And I'm like, stop trying to placate me!
• 10:37
  Marcia Riner | Profit Booster®: Tell me the truth, I want the answer on the knowledge base that you have, whether it's the internet or my desktop and the information I have.
• 10:46
  Marcia Riner | Profit Booster®: So yeah, that's… that's another funny thing that's been happening lately. Driving me crazy.
• 10:51
  Alane Boyd: Yeah, so the… and when you're in something like co-work, so I've downloaded the desktop app, there's a toggle for chat, so it's the exact same chat that you would use on your browser, or you… there's a little toggle for co-work. And when you're working with co-work, it'll ask you for permission
• 11:09
  Alane Boyd: to go and get things on the web. So it'll say, I would like to search on the web for these items, are you okay with that, or do you only want me to use your documents?
• 11:19
  Alane Boyd: So it'll… it talks to you. You can be a really crappy prompt writer now, because if it needs information, it is so smart, it'll ask you the questions to clarify.
• 11:31
  Marcia Riner | Profit Booster®: I love it, I love it. Okay, so now that we're working in co-work, what are some of the… the knowledge base that we want to give it? Because I know you kind of, hinted at some of those, but, I mean, is there… is there too much or too little we could give them?
• 11:46
  Alane Boyd: Well, sure, there's too much context. Now, there's some setup to this, and I've got a… and we'll mention it at the end, but there's a free masterclass that I have for your listeners to go through. You have to set up something called a Claude.nd file. Same thing if you're using the ChatGPT work slash Codex world, you have to set up a markdown file, essentially.
• 12:08
  Alane Boyd: And that is… And what is a markdown?
• 12:09
  Marcia Riner | Profit Booster®: I'll do.
• 12:10
  Alane Boyd: It's a set of instructions for AI.
• 12:13
  Alane Boyd: So it knows where things are in your file system. So, like, I have it connected to my Dropbox on my… I have a local sync onto my computer.
• 12:21
  Alane Boyd: And it… it sits in my Dropbox, and it's instructions, like, Claude, this is how the file structure is, this is where the client folder is, this is where sales documents is. So instead of, without that ClaudeMD file, what happens is…
• 12:35
  Alane Boyd: every single time I ask it to go into my folder system and look for something, it has to re-load everything to try to figure it out. And by that time, you're blowing out your contacts window. So… I was just gonna say.
• 12:47
  Marcia Riner | Profit Booster®: Credits or your time horizon that you have to do it, because it's having to go back and start from scratch every time.
• 12:53
  Alane Boyd: Every single time, and that's what it's doing anytime you have… you're using even an AI chat. It's reloading everything from its fake memory and the tasks that you have that you're doing. So, that set of instructions is so important so that it has those instructions on where to go and what to do.
• 13:12
  Marcia Riner | Profit Booster®: So, so real quick, how does one make those instructions? I understand there are ways to have, Claude help you do that, right?
• 13:19
  Alane Boyd: Yeah, you tell… you go into co-work mode in your desktop app, and you tell Claude, hey, I need help creating a ClaudeMD file. And it walks you through, it asks you… and then it'll ask you questions, and it helps you build out this whole thing. So you don't have to feel like, oh my god, I wouldn't know what to put in there.
• 13:39
  Alane Boyd: It'll help walk you through it.
• 13:40
  Marcia Riner | Profit Booster®: I love this. I love.
• 13:41
  Alane Boyd: Brilliant.
• 13:42
  Marcia Riner | Profit Booster®: It has evolved so amazingly over the time, and actually, just on the news this morning, they were talking about new evolutions of Claude and chat, and things that are growing so fast that they're trying.
• 13:55
  Alane Boyd: They keep regulations…
• 13:56
  Marcia Riner | Profit Booster®: on it, I know. But I love the fact that you can… you don't have to be an AI expert to know how to use these things.
• 14:05
  Alane Boyd: And we're.
• 14:05
  Marcia Riner | Profit Booster®: We're talking about business, we're not talking necessarily personal stuff, because you can't.
• 14:10
  Alane Boyd: person.
• 14:10
  Marcia Riner | Profit Booster®: But this is how to really elevate your business in a way that you get
• 14:16
  Marcia Riner | Profit Booster®: More done, better quality stuff, output that comes out of it, maybe even eventually build employees inside there.
• 14:25
  Alane Boyd: They can help.
• 14:26
  Marcia Riner | Profit Booster®: you do tasks that are regularly done that you may have fed off to a VA or, you know, a lower-level employee.
• 14:34
  Alane Boyd: Oh, I mean, absolutely. So, there's so many other pieces that you get with co-work that you don't get with chat. So, there's 3 main things. One are connectors. These are… connectors are…
• 14:47
  Alane Boyd: basically a simplified way to say, connect your accounts. Do you use Gmail? Do you use Microsoft 365? Do you use Outlook? Okay, let's connect those so that co-work can go… no more copying and pasting.
• 15:01
  Alane Boyd: I say, hey, can you look at what emails I've missed in the last 7 days, and tell me which ones I need to respond to?
• 15:09
  Alane Boyd: Then… so now it has access to my email, it has access to my project management system, which is ClickUp, but there's also Monday.com and Asana.
• 15:18
  Alane Boyd: you can have these things connected, and the outputs, you no longer need to do copy and paste, because it can access the accounts, and then go put things in places for you. The next thing are skills. So, a skill…
• 15:34
  Alane Boyd: It's kind of a hard idea to wrap your head around, but it's basically… like, I have a call debrief skill. It's literally called call debrief.
• 15:42
  Alane Boyd: When I finish a call, it goes to my Grain, which is my recorder, my Zoom recorder, I use Grain, and in the instructions in the call debrief, it already knows to do this. Hey, I'm gonna go to Grain, I'm gonna pull the transcript.
• 15:54
  Alane Boyd: I'm gonna put together an email draft, I'm gonna create the action items that my team needs to do, and I'm gonna go put those in ClickUp, which is our project management system, and every task has the description already filled out.
• 16:07
  Alane Boyd: I… it takes me now 3 minutes. You know, I approve everything before Claude takes the action of doing those things, so it gives me it to review, but that skill is repeatable. Every account manager on my team has that same skill that they can access and use after their client calls.
• 16:26
  Marcia Riner | Profit Booster®: Wow.
• 16:26
  Marcia Riner | Profit Booster®: Talk about amazing, right? You can then focus on your client meeting without worrying about the note, or the angle, or did I catch that? And I understand they even have a little bit of sales quality to go, oh, well, maybe this is a, you know, this was a buying decision, or maybe it wasn't a buying decision, it was a brush-off that you missed and took as a buying.
• 16:49
  Alane Boyd: decision, right?
• 16:51
  Marcia Riner | Profit Booster®: We can help you improve those as well, without you having to take notes and think so hard. You can actually be present.
• 16:59
  Alane Boyd: a present, I know, and, like, what you're saying is what… we were having a hard time with our account managers picking up on what could be a future item. That sales process. They can… they could hear what is… what we need to work on right now, but could not pick up on, hey, these… they mention these things, let's get this into a backlog.
• 17:20
  Alane Boyd: What did we do? We added that to the call debrief skill.
• 17:23
  Alane Boyd: And so, whenever it happens, whenever we run that skill for the client call, it has a section for backlog items that could be relevant in the future.
• 17:31
  Alane Boyd: Those get tagged, and those also go into the project management.
• 17:35
  Alane Boyd: system under that client. We don't even have to tell where it goes. It knows if I just had a call with Infinite PROFIT, it's gonna go find that one in ClickUp for us. So, like, it's all those tedious things. It's that data entry, A, that sucks
• 17:52
  Alane Boyd: time out of our day. AI is perfect for that. Then the other two is, hey, where could we upskill our team that maybe they need assistance, but that AI could really… we could lean on AI to pull those things out.
• 18:05
  Marcia Riner | Profit Booster®: Such as, give me some examples.
• 18:07
  Alane Boyd: Well, the backlog items, so that one, so that one there. Some other ones would be… salespeople are really terrible about keeping notes, putting due dates on things, proposals.
• 18:21
  Marcia Riner | Profit Booster®: But the.
• 18:21
  Alane Boyd: That doesn't mean that they're bad at the client-facing things. You know, they're really good at the interactions, that's why they're salespeople, but it's the stuff after that they get off that sales call. Well, hey, where could we help them get the data from that sales call into the CRM? They're shitty at that.
• 18:38
  Alane Boyd: So, where could we help them? Okay, well, that's something that we don't… the salesperson had a great call, we can have AI pull that information, create… it adds it to Pipedrive, our CRM, it adds the call notes, and it selects the products
• 18:54
  Alane Boyd: in Pipedrive that are most relevant based on what we talked about. So, man, then the salesperson can just look at that and be like, yes, this looks great. They didn't have to spend half an hour copying and pasting or looking through their notes.
• 19:06
  Marcia Riner | Profit Booster®: remembering and all that stuff, and then booking the next call, right? It's already in the schedule, because you've put that into your skill. I love this idea, and it can be used across many different ideas. This is just one really juicy.
• 19:22
  Marcia Riner | Profit Booster®: a story that you can use it in when you're doing with sales calls, or any kind of client calls, or any kind of team meetings, or anything along those lines. I love it.
• 19:33
  Marcia Riner | Profit Booster®: I was talking to one of my clients the other day, and she was like, can you help me with this? I feel like I'm… I'm not asking it the right questions. I said, let's take a step back. I think you need to think about
• 19:46
  Marcia Riner | Profit Booster®: What's possible, right?
• 19:48
  Marcia Riner | Profit Booster®: Because everything is possible if you can dream and go, what can I have it do?
• 19:55
  Marcia Riner | Profit Booster®: And then you ask it to train you on how to set it up and get it started for you.
• 20:02
  Alane Boyd: Yes.
• 20:02
  Marcia Riner | Profit Booster®: It's that simple, rather than going, oh, well, you know, I wanted to rewrite this for me. And I'm like, yeah, but that's still level one. What if we took that to.
• 20:10
  Alane Boyd: Double two?
• 20:11
  Marcia Riner | Profit Booster®: What if.
• 20:11
  Alane Boyd: To get to level.
• 20:12
  Marcia Riner | Profit Booster®: 3, right? Think about the savings there.
• 20:16
  Alane Boyd: It really is, and I… this may not be, you know, even what you're thinking of, but I… the very first thing I did in co-work, because my business partner was like, hey, we… we need to start testing this out, we need to see if it's really as good as what I'm reading about, and I was like, okay, let me… I always have to try things out for myself.
• 20:33
  Alane Boyd: to understand… I couldn't understand in the beginning, well, how is this any different than chat? You know, this… chat is amazing. AI chat is amazing. Why is this any different? And so, he's like, well, you can…
• 20:45
  Alane Boyd: Have it create outputs for you.
• 20:47
  Alane Boyd: And I… it was during tax season, and we always do R&D credits, you know, always apply, stuff. But I have to get that information to my CPA.
• 20:58
  Alane Boyd: And it's a… it's a long process to dig through my…
• 21:03
  Alane Boyd: statements, or my charges and everything, and so I wanted… we were having… I was having a call with my CPA coming up, and I was like, you know what, I need to have this spreadsheet done, so that when I have my call with him, we can review what is really, you know, what we could use for the R&D.
• 21:18
  Marcia Riner | Profit Booster®: What's applicable and what's not applicable.
• 21:19
  Alane Boyd: No, it's not, yeah.
• 21:20
  Alane Boyd: So, I read… I just uploaded all of our credit card statements and all of our,
• 21:26
  Alane Boyd: expenses on the bank account, and I said, hey, I have a call with my CPA, I need to help putting together the spreadsheet on what could be applied for R&D credits. It asked me some questions, it created me the most beautiful 6-tab spreadsheet
• 21:44
  Alane Boyd: That I've ever seen. And then it gave me a column for why it thought that it would be a good candidate.
• 21:50
  Alane Boyd: Oh. So that…
• 21:50
  Marcia Riner | Profit Booster®: My goodness.
• 21:51
  Alane Boyd: I could go through, and I'd be like, okay, these four software platforms that we use, these should not apply, so I would delete it, I delete it from the spreadsheet, and then the other ones, I'm like, okay, yeah, these are, so I'm gonna leave these in here. It already had the notes on why it thought
• 22:06
  Alane Boyd: that it should be in there, so I had my talking points with my CPA, and then the other thing is that you have to apply it to
• 22:14
  Alane Boyd: what projects you worked on? Like, how was this a part of research and development? What software platforms did you use for this, or employees, whatever. So, I had it help me create those. I said, hey, can you take a look at what the kind of work that we did this year from my ClickUp account?
• 22:31
  Alane Boyd: And put together an idea of 4 to 7 projects that we worked on that these things applied to.
• 22:38
  Alane Boyd: I mean…
• 22:39
  Marcia Riner | Profit Booster®: Oh my gosh.
• 22:40
  Alane Boyd: It was incredible. The spreadsheet was color-coded, and it saved… and it's in my Google Drive. Like, it is a Google spreadsheet, because I'm Google-based, created this tabbed-out spreadsheet with columns, everything, like, it would have taken me 4 weeks.
• 22:56
  Alane Boyd: Cut!
• 22:57
  Marcia Riner | Profit Booster®: The time savings, and you at, you know, $500 an hour, should never be doing that, but even if you handed this off to a low-level employee, it…
• 23:08
  Marcia Riner | Profit Booster®: $25 an hour. You know, to do that, it would have taken hours, and your chat, or your Claude co-work, did it for the nominal membership fee. Right.
• 23:20
  Alane Boyd: Yeah, and a fraction, because I used it for so many other things that month. But it… Oh my gosh. I love that use case, because it was not only a time saver for me, it did it better than I could have ever done. Of course.
• 23:32
  Alane Boyd: And it identified things that hadn't been in my… I have been applying for R&D credits for 15 years.
• 23:38
  Alane Boyd: And it picked up on things that I never thought about, that I'm like, wow, that was money sitting there that I haven't even thought about. But it never took away from the expert CPA that I needed, either. You know, we still need these experts, but how the information we get to them… I do the same thing with
• 23:56
  Alane Boyd: my lawyer that I work with. Now I use Claude Co-Work. There were 3 things that I was saying earlier that, Co-work is different. It was…
• 24:04
  Alane Boyd: Connectors, skills, and there's a third thing called plugins. And plugins are part of Co-work. When you get your subscription, they're all free, and they have a ton of different types of plugins. So, they have a, like a law, legal, a legal plug-in.
• 24:22
  Alane Boyd: Well, now I use that to help me put together, hey, I'm… this is, like, I need to put together a partnership agreement. Here's everything that I'm thinking, it helps me structure it, it goes through it, I use the legal plug-in, and then I send… once I get everything in there, then I send it to my lawyer, a real legal…
• 24:39
  Alane Boyd: professional to review it, but it's catching so many things that I haven't thought of, and we're all human. We're only getting the best of ourselves in that moment. It doesn't mean that they're not an expert, or I'm not an expert in what I'm…
• 24:53
  Alane Boyd: an expert at, but if I've got a lot of things going on in my head that day, if I'm super stressed, like, I'm gonna… I'm inconsistent. We're all inconsistent.
• 25:01
  Alane Boyd: But AI is very consistent when it has the right tools.
• 25:05
  Marcia Riner | Profit Booster®: That's fantastic, and again, you can actually be saving money by
• 25:10
  Marcia Riner | Profit Booster®: this pre-partnership agreement to your attorney, your
• 25:15
  Marcia Riner | Profit Booster®: Use it instead of creates it, you know, and a review is… is an hour or so instead of creation being 3 hours.
• 25:25
  Marcia Riner | Profit Booster®: And, there's a huge money savings right there.
• 25:30
  Alane Boyd: Oh my gosh, absolutely, like, thousands of dollars.
• 25:34
  Alane Boyd: Right there.
• 25:35
  Marcia Riner | Profit Booster®: Yeah, this is… this is really great. Okay, so I love the idea of co-work and how it can really benefit. Now, you mentioned something that… that put up a red flag, and I'm sure the audience is listening to this going, but wait a minute, I don't want to give Claude access to my bank account, to my credit card.
• 25:53
  Alane Boyd: and stay.
• 25:53
  Marcia Riner | Profit Booster®: statements to all of my financial data, I've heard so many things that, you know, run amok on that.
• 26:02
  Alane Boyd: We protect.
• 26:03
  Marcia Riner | Profit Booster®: our, our information.
• 26:05
  Alane Boyd: Yeah, that's a great question. So, one of the things to start with is.
• 26:08
  Alane Boyd: there's a setting to turn off trading data. Now, you have to be on a paid plan to turn off any of these settings. By default, they're turned on. This is the same thing with ChatGPT. So, by… if you're on the free version, stop immediately, get on a paid version, and turn off the training data.
• 26:27
  Marcia Riner | Profit Booster®: 20 bucks, come on.
• 26:28
  Alane Boyd: I know, like, you are gonna, like, 200X the amount of savings from just paying that $20 fee. So that's the first thing to do.
• 26:38
  Alane Boyd: The second thing is you can't, you know, if you… especially if you're in a highly regulated profession, you know, you're gonna want to put in parameters around what Claude can access, what permissions it has. Those are all in the settings. You can give permission for it to only read.
• 26:54
  Alane Boyd: You can give permission to only…
• 26:58
  Alane Boyd: and even for your employees, if you're on a Claude Teams plan, not a Microsoft Teams plan, a Claude Teams plan, you know, it gets very confusing, with all these naming conventions, but you can also set those parameters on the organization level if you're on a Teams plan.
• 27:14
  Alane Boyd: So that you can protect how your employees are using it. So I always say it is worth
• 27:19
  Alane Boyd: the payment, if you have a team, to upgrade to an organization plan, you have a minimum of 5 paid seats on that, so that's why if you're just a freelancer or you're a solopreneur, man, just keep the individual plan. But if you have a team, you are…
• 27:34
  Alane Boyd: Absolutely should look at doing the organization plan.
• 27:37
  Alane Boyd: And then, there's some things that I just don't have as many concerns about with security. We are giving it permission, it is just like any other authentication, so if you have Stripe connected to QuickBooks so that it's automatically moving money, that's a… that is an authentication.
• 27:54
  Alane Boyd: Same thing is in the
• 27:57
  Alane Boyd: Cloud Cowork. It's the same security protocols for software to talk to each other. It just feels different because the AI is there. AI is reading your emails. If you have Gmail, or if you have Outlook, guess what? Your emails have been read for about 20 years, if not longer. So AI has already been integrated on what you're doing.
• 28:15
  Alane Boyd: whether you'd realize it or not, if you've got Alexa in your house, guess what?
• 28:21
  Marcia Riner | Profit Booster®: I think that.
• 28:22
  Alane Boyd: AI listening.
• 28:23
  Marcia Riner | Profit Booster®: I know, right?
• 28:24
  Marcia Riner | Profit Booster®: I know, it's crazy. And I think that's it. You know, there's… it's… it's the fearmongers, right, that are out there going, oh, but this is a new thing, and this is what happened, right? They went in and made, you know, trades on your, you know, investment account. No, they probably didn't. You know, they probably gave you the ideas to trade on it. You have to pull the trigger, right? I mean, on a lot of those kind of things. And when you're looking, like you said, it's already there.
• 28:48
  Marcia Riner | Profit Booster®: your data is out in the world. If you've ever been online, if you have a website, right, and you're.
• 28:56
  Alane Boyd: information…
• 28:57
  Marcia Riner | Profit Booster®: Your data is out there. Now, there are protective datas that, you know, like client information and things like that.
• 29:03
  Alane Boyd: Yes.
• 29:03
  Marcia Riner | Profit Booster®: If you can get an enterprise level, or a higher quality level that will allow you to put the parameters and the protection factors in there. So, like you said, and I love that you brought it up, that if you have…
• 29:17
  Marcia Riner | Profit Booster®: you know, data that needs security on it, there are plenty of ways to manage the security. But with your perfect example of
• 29:25
  Marcia Riner | Profit Booster®: taking, like, what would have taken 4 weeks into, you know, 30 minutes at most to create that spreadsheet and come up with those ideas that you never had, I think you're not giving it the credit card account number, you're giving it the credit card charges.
• 29:41
  Marcia Riner | Profit Booster®: You're giving it access into, you know, the system that uses the data that… not necessarily your bank account, and your user and password to the bank accounts, and things like that.
• 29:53
  Alane Boyd: Right, right.
• 29:54
  Marcia Riner | Profit Booster®: I think there are… if you think logistically and in reality, they can't do the things that would hurt that, but what it's done for you is giving you ideas that you never thought of, giving
• 30:07
  Marcia Riner | Profit Booster®: the skills and the outputs that you couldn't have done yourself. So, I love it. I love it.
• 30:15
  Marcia Riner | Profit Booster®: Okay, so this is really great stuff. Okay, before we end, because we're kind of coming to the end here, what's one more thing that Claude Cowork can really blow your mind with? And I know we can only have it for a minute or two, but what
• 30:31
  Marcia Riner | Profit Booster®: I know. What's the, what's the next, latest, greatest that we want to do?
• 30:36
  Alane Boyd: Well, the other piece of this is scheduled tasks.
• 30:39
  Alane Boyd: So, Claude Co-Work, this morning, I went in and created a new Scheduled task. This is… and now, so every morning at 7 AM, it looks at my calendar, and I said, only external meetings, so client meetings. Look at my calendar for external meetings, and put together a call prep for me.
• 30:59
  Alane Boyd: That call prep is going to look… check my email for any email exchanges that we've had since the previous meeting, and it's going to check my ClickUp for my project management system to see what has happened since our last call, and summarize it for me.
• 31:14
  Alane Boyd: So, it's gonna do this every morning at 7am, check my calendar, and put together a daily brief for me, so I'm prepared for all my calls that day.
• 31:23
  Marcia Riner | Profit Booster®: Wow! Wow! Talk about having a beautiful secretary, right? Male, female, it doesn't matter, we're not, you know, we're not… you know, but to come in and go, here's your day, planned for you, and here's how you're gonna act in it, and I'm like, wow, does that… I mean…
• 31:38
  Alane Boyd: Anyhow.
• 31:39
  Alane Boyd: So sexy. But it's so… it's such a time… you know, and sometimes I look at this, and it's like, it not only saved me time.
• 31:46
  Alane Boyd: It's the things that I don't do, right? It's the things that I want to do, but get swept away from in my day.
• 31:53
  Alane Boyd: And… and not necessarily specific to this call prep, but things that have been backlogged, because I didn't have the expertise, and no one on my team had the expertise, or I, like, didn't have the bandwidth. It's like, wait, now I've got this…
• 32:08
  Alane Boyd: assistant, literally just waiting for me to tell it what I'd like it to do, and once I do it once, it's gonna keep making it happen on whatever schedule I tell it to happen on.
• 32:18
  Marcia Riner | Profit Booster®: Fantastic. And that, to me, because we all know we're wearing 57 hats, we're… our day is from, you know, especially as business owners, right? Our day is from, you know, 7 a.m. to 7 p.m. It's only half day. But 7 a.m. to 7 p.m. half days.
• 32:35
  Marcia Riner | Profit Booster®: And it's like, we're constantly juggling tasks that get pushed to the side. So, if we can take those tasks that are frequently getting pushed to the side.
• 32:47
  Marcia Riner | Profit Booster®: And add an agent on to maybe help us navigate those so they're not pushed to the side, or make the quality of our day better by preparing us for our calls, and taking our call history and documenting it, and putting it in the system, because
• 33:04
  Marcia Riner | Profit Booster®: that's usually something we push off until later. Oh, let me do that tonight when I'm exhausted and can't remember what we talked about, right?
• 33:11
  Marcia Riner | Profit Booster®: So, this is fantastic ways of taking AI from a
• 33:17
  Marcia Riner | Profit Booster®: Hi, so, if I wanted to, you know, price it like this, what could I price it at? To, hey, can you do that for me? That is an exponential leap and growth opportunity for businesses that I think is fantastic.
• 33:32
  Alane Boyd: And I'll just, like, throw in one little note. Your example, you could throw it to Claude Design, and it would create a beautiful PDF, or whatever, web page, whatever you needed, because Claude Design is a part of Claude Co-work. It's… it's amazing. I can't wait to see what 6 months from now it looks like.
• 33:50
  Marcia Riner | Profit Booster®: Right?
• 33:51
  Marcia Riner | Profit Booster®: Right, and thinking about just 6 months ago, January, you know, or 8 months ago, January, it's like, wow, we have leaps and bounds gone through AI and doing it, so…
• 34:03
  Marcia Riner | Profit Booster®: Yeah, it's so exciting, so exciting. All right, Alane, so, you know, I know the audience is going, wow, how can I do this myself, right? How do I.
• 34:12
  Alane Boyd: I get stuck.
• 34:12
  Marcia Riner | Profit Booster®: Where can listeners find out more about you, how they can do this, and put it into their business?
• 34:19
  Alane Boyd: So, my company is BiggestGold.ai, that's my website, but I have a free masterclass on getting co-work set up. It's 26 lessons, it's going to help you set up that Claude.md file, those instructions that are so important so you have the context, and it's going to walk you through skills, and
• 34:35
  Alane Boyd: how to, get things set up so you're not just using it like chat. So that… that's on… at our Biggest Goal community. It's your.biggestgoal.ai.
• 34:46
  Alane Boyd: And you have free access to the Cowork Masterclass, and train your team. Don't just train you. Either send them through the Masterclass, too, or sit down with them, because nobody is gonna come out of the gates knowing how to do this, and you're wasting resources thinking they're gonna figure it out.
• 35:04
  Marcia Riner | Profit Booster®: Yeah, a thousand percent. You know, and… and when you get your team, your employees, your coworkers on these kind of same ideas that you have, then you're, like, again, exponentially thinking, what is possible?
• 35:20
  Alane Boyd: What can we do?
• 35:21
  Marcia Riner | Profit Booster®: I thought we could do it this way, and your team comes over and says, oh, well, what if we did it like this? Or what if we added this piece, and now it's something that wasn't in your view.
• 35:31
  Alane Boyd: But now you can…
• 35:31
  Marcia Riner | Profit Booster®: can add to it. So, I love it that you're offering it to everybody, so thank you so much. Yeah, Cloud Cowork, I'm a huge fan, have been using it more and more, and just love it. So, thanks, Elaine, this is good.
• 35:46
  Marcia Riner | Profit Booster®: Thank you. All right, listeners, thanks for tuning in today. I hope you're walking away with just a few practical ideas that you can put to work right now to make your business more profitable and more valuable. And I know that implementing AI in a more action-driven
• 36:05
  Marcia Riner | Profit Booster®: environment, rather than just asking it questions and having it be a resource like a… like a… like a Google, you know, question and answer, I think is just taking it to the next level.
• 36:18
  Marcia Riner | Profit Booster®: Alright, before you go, if you want to have a clearer path to more revenue and stronger profit, go grab your free Profit Booster Growth Map. It'll quickly show you how to find the top opportunities to grow revenue and stop those profit leaks that may be holding your business back.
• 36:34
  Marcia Riner | Profit Booster®: You can go get it now that the show's almost over at ProfitBooster.biz.
• 36:39
  Marcia Riner | Profit Booster®: And if this episode gave you value, be sure to subscribe and share it with the other business owners who may need to hear it.
• 36:45
  Marcia Riner | Profit Booster®: And I'll see you on next week's show with more strategies to help you grow smarter and profit stronger. So until then, make your plans and profit with them. Thank you so very much, Elaine. This was really valuable.
• 36:57
  Alane Boyd: Yeah, it was awesome. Thank you for having me.