evyAI Office Hours!

Joe Apfelbaum walks through Evvy AI, a platform that pulls LinkedIn profiles and generates business strategy, Dream-100 lists, and personalized outreach. Pricing runs from $10/month to a $5,000 bundle with training and access to 280 million records. Clients share how it saves time and generates revenue.
Chapters
hours with a bunch of amazing clients that are here supporting each other, helping each other, growing their business. And it's so interesting that we have people from all different worlds. We have an expert at software development. We have an expert in recruiting, in finance, in so many different worlds. So I want everyone to kind of just do a quick 30-second intro, but we'll start with the person who's probably going to do the worst intro, Mike North. So he can set the stage for everybody else.
Thank you.
Go ahead, Mike.
Give us, Mike, give us your 30-second intro.
Okay. I'll try to keep it to 30. I might be 36.
I know you could go 36 or 67.
Okay. I'll keep it to 36. I spent years watching companies struggle with the same problem. They post a job, wait for applicants, interview dozens of people, and still wonder why they couldn't find the right hire. What I've learned is that the best talent isn't usually looking. They're busy succeeding somewhere else. That realization changed everything for me. Today I help companies, CEOs, presidents, chief revenue officers basically find high-impact sales leaders and revenue producers by proactively identifying, engaging, and representing people who would never respond to an ad. I act more like a talent agent than a recruiter, helping both sides make better long-term decisions. The best don't apply, they're found. I'm Michael North, CEO of Syncrity Talent Partners, and my motto is clarity first, talent follows.
Wow, let's give him a round of applause. What a great elevator pitch. I totally did not expect that. I don't even know how you just came out with that. That's like the first time you've ever done something like that. Unbelievable. All right, who wants to volunteer to go next? Who wants to go? Who wants to go next? Okay, Rick, go ahead. Rick has his unmuted. Go ahead, Rick.
Yeah, thanks, Joe. My name is Rick Clody. I'm founding president of Clody Group. We're based in Nashville, Tennessee. We're a boutique retained executive search firm, and we help mid to senior-level executives find great opportunities. So we basically matchmake wonderful opportunities with great people who fit their culture, who fit their mission, vision, and values. And really, our tagline is that we help people find the right people Right now, our core values are speed, quality, and value. And I'm really on a mission, Joe, to help midsize business leaders gain an unfair advantage to win the war for talent. Okay? So if you need— if you know a company or you yourself need a mid to senior level executive, our firm is not vertically oriented towards a sector or an industry. Our niche is leadership. We're really a multi-specialty firm. And I agree with Mike. The top, the best talent, they don't apply. They're found. And we help basically like a Jewish matchmaker. We find, we help people and get them together to go have coffee. We say, go have coffee talk. You might like each other. Who knows? So, we put you guys together. We let you decide if it's a fit. But ultimately, we've been doing this for 20 years. We've gotten pretty good at it, Joe. And we have a pretty high success rate. 75% of our clients come back and do another search for us.
Wow.
Unbelievable. Very powerful. Thank you. Let's give him a round of applause. What a great elevator pitch. Well done. Well done. Gordon, do you want to do a 30-second elevator pitch? Introduce yourself. Gordon's a brand new client. Feel free to unmute yourself so we can all hear you. Whenever you're ready, just hit that audio button. All right. Take it away, Gordon.
I wasn't expecting to be doing this this morning. Anyways, my name is Gordon Herzman. I'm from Toronto, Ontario, Canada. And there's a few things I really, really hate. First of all, just being mired in the details and complexity, everything just all over the place, not knowing what's going on. I really hate that sense. I also really hate the sense of not knowing where I'm going, like trying to drive, but, you know, you're raining and the windshield wipers, you know, aren't doing a good job. You don't know where the hell you're going. Basically what I do is I have created tools and applications that help business basically take all the complexity, stuff it into a nice little black box where they can just press 1 or 2 buttons, out come the answers. They have clarity. They can focus on, you know, the, the things in their business that are kind of a lot more fun than sorting through details. And basically, I like my stuff to kind of blend into the background and let people do their jobs better. I'm Gordon Hertzman. I'm from Toronto, and I do custom software applications to help people really have a better life in the life behind the desk, whatever. Anyways, that was just made up.
Amazing. Well done. Yay. And by the way, as you continue to do these elevator pitches, you're going to get better and better and better and better. And our community meets every single day at 12 o'clock noon at evviai.com/success, where we come together, talk, and build relationships. And our clients also host events. So today at 11:00 AM, Barbara, right before this, while we were talking, Barbara was hosting an event and we had many dozens of people there. On Monday, Jane's going to host an event at 1:00 PM Eastern. So every single day somebody else hosts events. Rick, are you doing, um, Ask Rick Anything this weekend or next weekend?
Not this Saturday. But next Saturday. But Mindy, Mindy Stern does a Get Hired session once a month where she helps you hone your story, build your elevator pitch. If you want to get good at telling your story, nothing better. Mindy Stern is a career coach, and this is free for being a part of the AVAI community in school. You get to go to that session and learn how the people— I've been through it twice now. Trust me, the people who go through that can tell their story succinctly and professionally like nobody's business.
Amen.
Mike's living proof of that.
Amazing.
Matthew, Mindy's amazing. Mindy's amazing.
Unbelievable. Matthew, do you want to do your 30-second elevator pitch? Introduce yourself.
Sure.
Hey, nice to meet everybody. First timer here, uh, new client, but I am co-founder and chief operating officer for Mirth and Mischief Enterprises. Uh, and Mirth and Mischief is a scalable immersive entertainment platform that transforms iconic venues across the country into story-driven worlds that turn audiences into adventurers. So we operate at the intersection of live performance, technology, and destination-based experiences. So our productions are powered by a global network of elite creative talent and blend immersive theater with live character acting, circus arts, dance, live music, vocalists, virtual reality, video mapping, 4D experiences, world-class puppetry, and premium hospitality. We're also a mission-driven organization with 10% of ticket sales revenue going to our sister nonprofit, Murph Makers. Uh, Murph Makers focuses on scaling positive change by strengthening the communities we work in through immersive arts education, creative workshops, and supporting local schools and community-based organizations that are in the trenches working to solve community problems.
Amazing. Thank you for being here. Round of applause. Well done.
So what I'm trying to focus on is sponsors and investors. Sponsors right now. Sponsor campaign. And so that's why I'm really excited about DBAI.
Oh, excellent. Thank you for being here. Lovely to have you. Omer, do you want to do your 30-second elevator pitch? Introduce yourself to everyone.
Yeah, sure. Thank you very much, Joe. I'm one of the proud international clients. I'm from Israel. I'm from Kansai, and we help our clients to win their global market. We provide AI-powered translation and localization services. We support with more than 90 languages. We basically transform costly, complicated, and difficult to manage processes into affordable, agile, high ROI workflows, working mainly with marketing managers who want to penetrate any market anywhere in the world.
Amazing. Thank you for the introduction. Mordy, you're next, and then Brian, you'll go last because you asked to go last, Brian. Go ahead, Mordy. Feel free to unmute yourself. And introduce yourself. How are you, everybody? Happy Friday. I am a fractional CFO and I work in the cannabis space, and I'm here to help whoever needs help. But that's my little 2-second elevator pitch. Awesome. Thank you so much. And Brian, you do your 30-second pitch.
Yes. Um, hi, ladies and gentlemen. I'm Brian Hewitt, CEO of Activate4U, a former professional athlete based out of Southern California. Activate for you is a growth and strategic partnerships company focused on helping organizations expand market reach, generating revenue, and creating meaningful business opportunities. We leverage an extensive network across construction, sports, entertainment, finance, real estate, insurance, and technology to connect our companies with decision makers, customers, investors, and strategic partners. And a recent example of our work is how Joe and I connected was on constructionx.co, where we're supporting market expansion efforts for advanced graphene solutions designed to improve concrete and asphalt performance while supporting sustainability initiatives. We help, you know, huge manufacturers go green with their operations. So our mission's simple. It's just to create connections and drive measurable business growth. My name is Brian Hewitt with Activate4U.
Love that. Excellent elevator pitch. Round of applause. Well done. I'm going to show you guys how I create a strategy for Brian. Brian's onboarding is going to be Monday, but I want to get him started right now. So what I'm going to do is I'm going to pull up his LinkedIn profile so we could all connect with each other. I'm going to go to— I'm going to search Brian over here, pull up Brian's profile here, and I'm going to click on his LinkedIn profile right over here. Once I click on his LinkedIn profile, what I'm going to do is I'm going to copy his LinkedIn profile. And I'm going to go to one of our systems that allows us to be able to build a LinkedIn strategy for a person. So Brian has not seen this, but Gordon actually went through this today. And Gordon's onboarding is also going to be next week. So he's not even onboarded yet, but he already has his marketing strategy. For those of you that haven't done this yet and you're using Evvy AI Pro or the Evergreen Networking System, It's very useful to get a strategy, which starts with what is your business plan, your marketing plan, your LinkedIn plan, who's your target market, what message you need to create. So for, for Brian, we're going to go ahead and create a business plan for him right now, a marketing plan and a LinkedIn plan. And then he's going to go ahead and read this when he has time over the weekend. And then he'll be able to understand exactly what he's doing, what he does, what his offer is, his delivery model, his differentiator, the proof that it works, a 3-year vision, 12-month goal, revenue plan, and then what he needs to do on LinkedIn to be successful. Once he's done with that, reading that, we then are going to pick who the target market is. Who's the most ideal client for him? In his case, he's looking to meet concrete companies that are a little bit larger in the United States that can do business with him. And so we actually went to an association and found, but he wants operations manager, batch plant manager, VP of production. And this kind of like breaks it down right over here exactly who he needs to meet. Also, it shows who can refer business to him, his center of influence, and also his engagement circles right here. Once that's complete, then we create his promise, which what are the pains, the goals, the dreams, the fears, and the questions of his ideal clients? And so we'll organize all of it for him. Of course, he's going to go in there and read it and change it. But these are all the pains, the goals, the dreams, the fears, and all the questions his ideal clients ask him. And then his elevator pitch, which is, I help operations directors and plant managers at concrete and asphalt production networks who want to prove out operational savings and dream of industry-leading profitability and sustainability, but struggle with hidden inefficiencies, regulatory pressures, and team resistance. Okay, now I'm going to press mark as complete, and then I'm going to generate all of his stories. So we're going to go through his last 50 posts. And come up with all of the different stories that he could be telling on LinkedIn because features tell, but stories sell. And so we're going to go ahead and create all of his stories right now. And this is one of the things that used to take people many, many hours to do, but now it all gets done with our Evvy AI Pro and our network, Evergreen Networking System. Everything comes out. So it says over here, Suffolk lands a $1.2 billion Cal Poly housing, blah, blah, blah. Breaks down all his stories, his brand words, the lessons he's learned. Everything is here. Then we're gonna go ahead and optimize his LinkedIn profile because when I called him up on the phone, I told him, Brian, your profile's not the best possible profile you can have. And he is like, what are you talking about? And now you're gonna see the way that Evvy AI takes this profile and takes it to a whole new level with the right headline, with the right about section, with the right experience section, and organizes the whole thing. And then after that, we're gonna create his system, which includes How to be able to take people through one step to another. So you got a 78%, which is not bad, but here it explains the best way to change his headline, his about section, his experience section. And of course he needs recommendations. The system is how to be able to take people. And by the way, he needs a Dream 100 list just like everybody else. So this is going to make suggestions of how to organize your current network. His network is about 700 people, but then also how to be able to build out that Dream 100 list. and what funnel to be able to put them through from a system standpoint. You need stages in your CRM. By the way, if you guys don't have a CRM, we're offering GoHighLevel for $10 a month for anybody that wants it. So put a 10 in the chat if you're interested in getting that deal. We're only offering it to 1,000 of our clients and we have 23,000 users in 40 countries around the world. So you can see here, it explains the Dream 100 list, the strategic partners referral sources, the industry thought leaders, the active engagers, And it shows you how to set up at least one pipeline to be able to organize your connections. I'm going to press mark as complete. Then I'm going to go through exposure. The exposure part is about creating your content pillars. You guys have seen this being done in real time before, but it's nice to be able to go through this in real time and see exactly what we built here for Brian. And by the way, Rick, Mike, and everybody else that has seen this a few times, we added a new section here called the Dream 100 section. So once I'm finished building out his entire strategy, which you see is taking less than 5 minutes to do, then what I'm going to do is I'm going to actually add his Dream 100 list here, which is the 100 most likely companies to work with him. So you can see over here, he has his content pillars, plant optimization, profitability, sustainability, and industry influences. He has all the topic ideas he needs for the rest of the year. And then he has all the hooks for his hook library. I'm going to mark this as complete and I'm going to generate his credibility, which is what comments he should be leaving and what is the engagement strategy he needs to have in order to get dozens of likes and comments on his posts and show the ultimate credibility when someone looks at your posts. So these are the comment templates. Here's your posting party strategy. And then of course, getting recommendations. And then finally, we're going to create all of his DMs. We're going to create his notes, the greeting, the feeding, the meeting system, And we're gonna label the whole thing out. Now, this is a powerful way to be able to get what you need in life. Um, says, can you please repeat how to get to this page? Omer, no problem. I'm gonna send it to you via DM so that you have this page so that you can go ahead and do this yourself. If you're an Evie AI Pro user, you'll get access to this. If you're not Pro, I highly recommend that you upgrade to Pro. And so you'll be able to access— this is a private page. It's available only for our Pro users. Okay, so I went in here and I created this. You have all your meeting request templates. And of course, anything that you want to change, you can click on the pencil and change it and regenerate and so on. I'm going to mark it as complete and continue. And now we're going to set up his Dream 100. So do you see over here, there's a new button that says Dream 100? If you don't see it, just refresh the page. You press Dream 100 and then it says you need a list. So I'm going to create his first list. And his first list that I'm going to rename here, I'm going to rename it instead of My Dream 100, I'm going to call it Concrete Companies.
Okay.
And I'm going to press okay. And now I created this Dream 100 list, Concrete Companies. I'm going to paste the list of companies. So I went off on the internet and found a list of companies that we could work with. So I'm going to go ahead and paste this list of companies over here, just like this, Ctrl+C. And I'm going to see if this even works where I paste this like this, paste one line, add columns, domain, contact information, LinkedIn URL. I'm going to press add companies and see what it does. Um, it added all the companies. Okay, but it added it in a way that I don't like. So I don't have a way to delete all these companies now that it added all of them. But it's okay, it's not the end of the world. I'm gonna have to edit the, the file, but at least he knows he has all the companies he wants to look up over here. You see this one over here doesn't work right. Um, but he has every single one of the companies over here in a very simple way. You see that? And we just got the whole list of companies here and put them all right in here. And then what we can do is if we have a company that has a specific domain, like for example, this first company here has this domain over here. So I'm just going to add this manually here for now. Okay, so we see we have a domain over here. What I'm going to do is I'm going to press the enrich button and then Evy AI is going to do the research. and try to find out anyone that works at the company. So for each one of these people, Evvii AI can do the research and see if it actually has anyone in that company that it can, that it could find. And if it has the people in the company, it'll show all the employees of the company. You see that?
Yeah.
So Brian, for each of these Dream 100 list companies that you have already stored here for you, you can go in here and then you could start researching them one at a time and build a relationship with them. So for you, Brian, I'm actually going to share this list for you.
This—
share this list with you. I'm going to press copy. I'll put it in the chat for you here so you can grab it from the chat. Um, and this way you can have it, but then you can go through this and kind of just like organize this list in a better way. I just pasted it over here in a messy way, but for each one you'll identify, maybe for this one, 3 FL South, maybe you don't like this one. So you just press the delete button over here. You see? And then it's gone. Um, but I always like putting things in a spreadsheet first, but then organizing it in a list where you find the exact title of the person, their LinkedIn URL, and then you can decide if it's approved or if it's in review. And then you can export all the approved ones as a CSV. You see, this way you'll at least have a clean place to put all the, all the people that you're organizing. I'm going to stop sharing my screen for just a second because I want to take questions from everybody, but Can we just take a moment and just acknowledge the masterpiece that you guys just watched? And by the way, we're on LinkedIn Live, YouTube Live, Facebook Live, and Twitter Live. So if you want to share this with somebody and say, hey, if you want this system, I can get you a deal on it. Instead of paying $10K, I can get you a special deal. So you, at least you could show people, hey, here's my elevator pitch. And by the way, you should watch what happens after the elevator pitches. You know, you get what I'm saying? What did you experience, Rick, when you just saw this? And you've been with us for a really, really long time. So what What did you just see that we just did?
Well, let me just say that what you just demonstrated, Joe, I think you're, you know, Ajax Union marketing company used to charge $10,000 or $20,000 or $50,000 for just that tool right there, building a list, implementing it, creating the strategy, creating all the documents, uh, optimizing your profile. I mean, it was a litany of things you could do that normally would be a 6-month engagement by a marketing company that would charge you tens of hundreds of thousands of dollars. So the fact that you can do it yourself with these tools and you've got the coaching and the office hours, so if you run into trouble, you've got online help, you've got twice a day you can come and get people that can literally help you. If you get stuck at anywhere during the process, you're not going to be stuck for weeks or days. Later that same day, you can get on the phone with somebody to help you walk through this. To me, it's a no-brainer. I can't believe it. I I came to learn how to have a couple of productivity tools on LinkedIn. Now I've got a, basically a marketing, uh, engine, you know, at my disposal with this tool. It's light years ahead of what it, where it started. Joe, I know your dream started out to help 1,000 people. Now this, you're transforming the way people are using this LinkedIn tool, which is the largest business platform on the planet.
Thank you. And by the way, just so you guys know, we also have 7 employees that are on Zoom with us right now. So besides you, you guys being here, we have a ton of people that are ready to help. So if anybody's stuck with anything at any given time, we can put you into a breakout room with an employee. They could sit with you as an advisor and help you with whatever you need. You get what I'm saying? So if you— there's something private you want to share, you could share it in the group, or you could share privately with somebody in a breakout room.
Sure.
No one left behind.
No one left behind. Yeah. And we're here every day. So thank you. We appreciate you and your team. Oh, thank you, Marty. Thank you for saying that, Marty. Marty, is there anything else that you want to say about how amazing Evvii AI is? Evvii AI is like, as Rick told me, he came here in beta.
Okay.
Me and Rick had this conversation.
He came here in beta. What was it? 3, 4 years ago, he told me. And like, he is Joe Jr. He's like all the way up there now. So you, I appreciate you every day.
I appreciate your team.
team.
They're all amazing. And thank you so much. Mike, what about you? What do you love most about Evvii AI?
Well, I'll just start off by— I was thinking, what can I share that's going to add value? If I had to eliminate every tool, or I should say, if I had to keep one tool, I discovered that I could probably do everything I need to do right inside of Evvii AI. I didn't know that 2 or 3 months ago when I joined this. group, but the ability to— you just keep adding value and more things inside the software that makes me get excited and giggly to get on the phone and have that insight. So before I met you, I had a project about insight equals influence, meaning learning more about my clients, my prospects, so I can have a real conversation and not pitch slap people or be disingenuous. I'm not a transactional guy. But how do you get to know people? It takes a long time to research somebody, but when I got it to Evy AI and you added that enrich feature and, and that sidebar, I was blown away. So if I had to get rid of everything else, this is the one tool I could live in, this tool, and take a different software CRM and be very happy. So that's the best part. The accountability, the community, what you created, and the constant giving, giving, giving. Um, I felt like I found home. I don't really think I need too many places Spend time because the network has given me incredible— meeting Rick as your first introduction was like gold. I'm saying, why is he introducing me to another recruiter? What's up? But he's not a recruiter. He's actually a community leader and a giver. So everybody I've met has been that way. So it's really interesting. You've created a great community. So that's the best endorsement I can give to you, that I am excited picking up the phone and using AVAI. While I'm on the phone. It's like an engagement tool. It's an enrichment tool. It's, uh, an insight tool. And it's also just a way for me to elevate my entire professional presence. And I, I think I've transformed in the last 3 months, like light years from what I was prior. So thank you. That's pretty good.
Oh, thank you for saying that. Really appreciate it. That, that makes me very happy that we can add so much value to your life. And by the way, just so you guys know, if you want Evie AI, if you want, uh, GoHighLevel, which we integrate with and we push contact data with, For $10 a month, you could just go to MarTech, like marketing tech, martechsupport.com. And then you can get access to this CRM that some people are paying $100, $200, $500, or $1,000 a month. You can get it, just the platform for $10 a month. If you need support with the platform, it's $497 a month. And that includes weekly meetings and then 1 hour one-on-one every month. So, um, if you just need the platform alone, you can get it for $10 a month. Which nobody in the world is offering it for this price. Even GoHighLevel itself is charging between $100 and $300 a month. So for $10 a month, you get every single thing that you could imagine: social scheduling, AI chatbots, landing pages, unlimited hosting, unlimited everything. So really powerful, highly recommend it. So check it out, martechsupport.com. And of course, if you need help with it, There's a fee that they charge for help, but we decided to separate out the platform with the tech support out and so on and so forth. There are still people that are paying a few thousand bucks a year for the tech support, so we increased the price a little bit for the tech support, but we decreased the price significantly for the platform to kind of separate the two out because some people were like, I just need the platform, I don't need the tech support, and some people like, I just want the tech support, but I want more support. So we kind of separated it out that way. It's just so you know the background. And the reason why we're making it available so inexpensive is because people can't afford to spend so much money on tech. So we said, you know what? Everyone can afford $10. You know what I mean? Like it's a coffee. That's what a coffee costs now. So if you could afford a coffee, come in and I'll personally show you how I use mine because I'm always sharing my GoHighLevel and people are like, what are you doing? How are you doing it? So now, now you can see exactly how I do it. Okay.
And Joe, you have a call with Marina.
She's here in the room as well. She just joined. She's your one team.
Janet.
And Janet as well. Oh, wonderful. We have, we have Marina and we have Janet.
Yeah. Hi.
Oh, you guys are here. You guys are here so we can show you how Evie AI works, right?
Yeah, sure.
I mean, that's, that's the idea.
That's the idea. Do you wanna quickly tell us, and you guys can stay if you want for this, or you can go, whatever you want. We're gonna do a demo of Evie AI for these 2 wonderful people who Um, want to learn how Evvy AI works. Uh, so if you guys want to stay, these are our clients, by the way, Marina.
Oh, I see.
Um, and they came here for support. We do support every single day at 12 and at 7. And so they come here for support. We turned it into a little networking session as well. Um, and everybody's kind of sharing online, but I'm going to show you what we do right now. I'm going to just share your LinkedIn profile. I'm just going to pull it up over here. I'm going to search for it. I'm going to type in Marina because I know you're a very famous person on LinkedIn, Marina.
I am not.
What are you talking about? I looked at you and I was like, so impressed. Um, um, this is you. We're connected on LinkedIn. I was looking at your profile and I was like, wow, I'm very impressed. You have 7,749 followers. Can you see that?
Yes. So that's a lot. I mean, there are people who have much more.
Of course. Of course. But the average, the average CEO on LinkedIn, I consider you a CEO. So the average CEO on LinkedIn has 930 connections on LinkedIn.
Oh my God.
So you have, you have 10x more than the average. So when I go to your profile, we built an extension that sits on the side of your browser and that kind of pulls up your information here. Now the thing is, it tells— it doesn't have much information about you yet. So what I do is I deploy agents and these agents will start researching you all over the internet. I just deployed 3 separate agents.
I see.
And every separate agent will go off on the internet and start researching you to try to find everything it can about you. Do you see it's looking at hundreds of different websites in real time? And then it tells me that you're an MPA with a Beverly Hills-based family office executive and public affairs leader with 15 years experience at UHNWI, Ultra High Net Worth.
Ultra High Net Worth.
Yep. And then it's investor relations, capital formation, public affairs. You excel in nonprofit fundraising and for-profit business development. And it basically shows me every single thing that you've done over here.
Wow, that's nice. I didn't even know that.
It's unbelievable, right? So key services, how you help clients, your contact information, your email address, your conversation starters, potential business opportunities, notable achievements, everything you've achieved. You're the founder and president of the American Serbian Association for Prosperity.
I am.
Wow.
You have organized 50-plus major events engaging thousands of Serbian diaspora. Wow, look at that.
That's correct.
So it basically explains everything. You used to be a TV journalist, a royal palace PR lead.
That's right.
A banking communication executive, a film industry contributor, Imagine how little I know by looking at your profile compared to AI agents doing tons and tons of research on you in seconds. So when I'm having a conversation with someone and I don't really know who they are, I can easily be able to leave notes on their profile.
Mm-hmm.
And then push it into my CRM and help me basically understand this person on a much deeper basis than I would normally. And then the AI can do even more research on you based on the research that I did. even go much deeper.
I see.
We don't need to go much deeper because we already got enough to build a relationship with you. But the idea is, if you're in business and you need to build relationships with people, it's really important for you to be able to put everything together in a meaningful way and then push it into a CRM and then be able to like load up the CRM and make everything make sense.
So where, where did you find this one? This is OnLink? Is this a LinkedIn add-on?
Is it called LinkedIn? Yeah, so it's called Evvy AI. We built it. It's a technology that we built. We call it a sales assistant.
I see. And where is that? That's within your platform? Did I have to pay $10 or something?
Oh no. So the $10 platform is to get a CRM. That's a separate program. This program here is $300 a month, or we give you a bunch of bonuses if you pay $5K a year. And we give you like 5 licenses and give you tons and tons of bonuses. But, you know, for, for this program over here, this program includes a variety of different things, including a community with 1,800 people in the community. So if I click on home here and I click on join community, it'll load up our community that you can see has 1,800 members. 25 of them are actually online right now. And they're chatting over here. You see 187 comments on this post.
I see.
This was posted a few hours ago and they're all sitting here supporting each other's content. So I posted my link over here 6 hours ago. Mm-hmm. And when you click on the link, you'll notice all the community members, they all commented on this post, you see?
Hmm.
And they're all kind of supporting each other over here. And if I wanna reply to any of these comments, I don't have to sit down and think about what to say. The AI will actually write it.
It'll give you, yeah.
It'll, it'll write the reply for me and then I just press reply cuz I like it. You see? So I can actually— I can actually— Yeah, I can edit it if I want. I can, you know, change this. I love that you called out eating together. Do you see it actually spoke? It replied exactly what I would say in my response because the AI over here knows my goal, knows my tone, knows my persona, and it knows my style. And so I don't have to worry about making sure it gets it right. It's going to get it right 100% of the time. Because I trained it to get it right. Do you see the never eat alone point? I actually spoke about it right over here. You see?
Mm-hmm.
I kind of talked about what he talked about. And so all these people feel acknowledged, and that's how I go from getting zero comments to having dozens and dozens and dozens of comments from people that know me, like me, and trust me. And so I build a relationship with someone and get to know them. And so I click on this profile over here and take a look at you, and I say, wow, This person is amazing. The problem is no one's commenting on her posts. Why is no one commenting on her posts? It's because she doesn't have a proper strategy and she doesn't have technology. And because the way she's posting, she's including links, which is against LinkedIn's algorithm. And so the post is not likely to get seen by many people.
So what is that? I didn't quite get it.
If you include a link to your post, if you include a link, Um, then the, the algorithm doesn't like to send it out to people, the LinkedIn algorithm. And so I just commented on your post just to do you a favor, just to be nice to you. Thank you.
Thank you.
But that's the idea. The idea is building relationships with people, getting to know them, learning everything there is to know about them. So you see over here on your profile, in your contact info, I see additional information like your cell phone, your address, your birthday, whatever, right? So I can take that information, add it as a note, And then the AI.
I actually didn't want the address. It recently added my address. I want to—
You can edit it. We can work on it.
It's okay. I mean, I don't think anybody will.
I don't think anybody cares, but bottom line is you can edit it. And so now I can sync this with my CRM. And so if I want to text you, call you, email you, whatever, the CRM is the one that we offer for $10 a month. But the actual whole system That's more like $300 a month or $5,000 a year if you get our package that gives you $74,000 worth of bonuses. So the package that we have is called the Bundle Plus. This is the one that we offer to people. That's our most popular offer. And that gives you our system for the year. So if you don't have enough conversations with your target market, I've published 5 books. I'm a certified Google trainer. I've trained 1,100 companies on how to use LinkedIn. Even LinkedIn headquarters brings me in to train their team. I'm part of the Entrepreneurs Organization for over 12 years, and I'm a speaker for Vistage and for YPO and for many other organizations. And I realize that many people have a— are doing LinkedIn completely wrong, not just the mistakes that you're making, but there's many other mistakes like pitching people randomly. And so the 4 missing pieces are strategy, tools, community, training, and accountability. And so usually just a tool alone we sell, and plenty of people buy. We have 23,000 users that just buy the tool. But then we also want to include community and strategy and accountability and training. But for that, it's usually $10,000 for our training program, but we bundled everything in. When you pay for the year, we bundle in— it's called the bundle. We bundle in 5 licenses plus our $10,000 training program plus 280 million contact database. So we have an agent that you can go and search. Let's say you were looking for family office executives.
Yes, that's exactly right.
So you would go to the chatbot. Look, and you can talk to it. You can say, find me people that are part of family offices in the United States. And I press search.
And that's within LinkedIn?
That's within Evvii AI. You could also search within LinkedIn.
So that covers other platforms as well?
Websites? We happen to have our own database of 280 million people. So this is going through and searching all the family offices and trying to find all the family offices.
You see?
And so, it'll kind of put you through and kind of just give you every single person that's part of a family office or it's related to family offices. And it'll kind of put it all together for you over here and tell you all their information and give you AIs that you can research them with, just like I researched you. You see?
Mm-hmm.
And there's tons and tons and tons of people in the family office space here. And so, we basically organize it all, help you use it, and help you build the right lists. To help you be able to be more successful. I'm going to stop sharing my screen for a second so you can see my beautiful face. But the idea is you need 4 things. You need a community, you need a strategy, you need the tools and the technologies, and then you need training on how to use the platform properly.
Mm-hmm.
So we give you everything. We give you the data, the training, the technology, the accountability, the support, and we include it all in one package called the Bundle Plus. Now, if you are able to raise money from family offices for whatever projects you're doing, you probably get a point to 3 points. Am I right?
Yeah.
And so it could be very lucrative for you to raise $1 million or $5 million or $20 million or whatever. That could be a very lucrative thing for you. We help you be able to get in front of the right people with our agents that will research everything. When you're getting in front of somebody, it's not weird anymore.
I see.
It's not like you're trying to sell something. I, every conversation I have, is a warm conversation 'cause I know everything about the person.
Mm-hmm.
I had the AI agent research in 5 seconds and look at all these websites and gimme everything I need to know so I can proactively improvise properly and know the best route into building a relationship. 'Cause people often will say, hey, who are you? What do you want from me? Like this guy Brian I was speaking to the other day, I knew everything about him by clicking a button. The AI agent went and researched him everywhere. And so this is very powerful. So how do you think this would help you in your role right now?
Well, at this point, to be very transparent, I am looking for another engagement with another family office. You know, my office is kind of slowing down within their activities because they are— our founder is a little older gentleman who doesn't want to, you know, be very active anymore. I'm still kind of helping them navigate their space, but they're not deploying any capital or their—
That's normal. That's a very normal thing.
Exactly.
And cyclical, right?
And he is not— he's not dying. So there is no liquidity event. So he's, you know, alive, but he's older and he wants to enjoy his life. So, and his family members are not interested in a family office.
So perfect. And there's plenty of family offices that would be thrilled to hire someone with your accolades, your background, and who you are. So So we'll help you be able to do that. So go to the the link that's in the chat. Go to thebundleplus.com. Joe, we've also been joined by Satish. Satish, welcome. Align, implement, multiply, aim.
Is it is it the bound laps?
It's the. Bundle Plus. Yeah, thebundleplus.com.
Okay, I got it. I got it.
When you go there, it basically details out the entire offer. And then there's a button on the top that says Get Started. And when you click on the Get Started button, it takes you to a webpage where you can put in your email, click off 2 buttons and press Get Started.
I see.
And then we'll spend an hour onboarding you whenever it's convenient for you.
Okay.
And we'll walk you through everything. We'll download your 7,000 connections. We'll apply agents to your 7,000 connections. We'll help you research the best way for you to come up with a goal, with a plan, with a dream 100 list. What is the 100 private family offices that are likely to hire you? Who are the key stakeholders within the organization? What do you need to say to them? How do you get a conversation with each one? We help you basically build out exactly what you need in order for you to generate, we say at least $100,000 in profit. For you, it could be millions. But for most people, it's like $100,000 in profit is a realistic amount of money that you could make. By having five conversations a day, that's the idea. So I want people like you to say, okay, I'm going to have five conversations a day with people that can either refer me to a family office or people that work at a family office, one or the other. And so that's the idea. So people that are you know investment bankers, they usually work with family offices.
Yeah, lawyers, investment lawyers. Yeah, and then multifamily officers.
Estate estate lawyers are great.
Estate pan yeah estate.
Well, sometimes divorce attorneys also work with them and so on. So the idea is finding who your centers of influences are, finding who you're already connected to that you haven't been speaking to that you know.
I am connected. I just need to get on it because I do have a day job as well.
So perfect. So we'll save you a lot of time. We'll save you a lot of time. You'll spend 15 minutes a day and you'll get more done with Evvii than most people get done in 4 hours.
Okay, well, let me research it. I mean, is this over? And then I just now have to research it, or I should make a decision.
I mean, you could make a decision right now if you want it and decide, and you can decide right now. And if you have questions, I'm happy to answer it. Or I can talk to Satish a little bit. He might ask questions that might trigger you a little bit.
I would love to learn more.
Okay, Satish, what type of business do you have? Are you looking for clients?
Yeah, I mean, who doesn't look for clients, right?
There are some people that are very, very wealthy. And they're looking— they're in the Witness Protection Program and they're not looking for clients. They're not looking for clients at all.
Then they should not be working, right?
Right.
Anyway, no, I mean, I think I do have a lot of contacts and I think it's just trying to figure it out. I think my bigger— I mean, my main question is how much commitment do I need to— I mean, it's— you can only do so much. And then at the end of the day, it's the commitment from my side, right? Like, so how much time do I need to put in?
And yeah. I say a minimum, it depends on how much money you want to make, but depending on how much time you have, I would say a minimum of 15 minutes a day. Everyone should be networking for 15 minutes a day, every day. That's my recommendation. You know, just like you water your plants or you do a little bit of exercise, spend 15 minutes talking to your plants, watering your plants, exercising a little bit, eating right. Each thing takes about 15 minutes. You know, taking a shower, all the little things that you do in your life each take 15 minutes.
So, Joe, I just wanna tell you, for example, I am doing that already. You know, I'm working majorly on LinkedIn mostly. Yes. And conferences and stuff. My problem is, just to, to interject, is, is time. And yes, I know you will help me with, you know, your automation, but still, it's gonna still be me writing, you know, applying those things, and it's gonna take a lot of time. Even with AI, it takes me an hour to write a letter. I know.
I agree.
It gives me a phenomenal letter in 2 seconds, but then I'm tweaking it for, you know, it's not always good. As you know, they're hallucinating. They're making me big. They're making me smaller. They're making me bigger. Like, you just made me a huge, you know, with, with, you know, your information. So I'm just saying it's not All that ideal. I'm already doing a lot of stuff that you mentioned.
I get it. I get it. You're already doing it, but with our technology and our strategies, you're going to be much more effective. Here's what I always say, the right strategy will save you a decade.
That's true.
That's all. Okay, but you're, you're already spending your time. You may as well spend it more effectively, more efficiently, and with more strategy. That's the only thing that I'm saying. And so for people that are in our system, what we do is we help them be able to be more effective and more efficient at what they do. Especially someone who's an EO member like Satish, right? You're an EO, right? EO Boston?
Yeah.
I've been an EO since 2012, so I'm very familiar with the organization.
So what is EO?
Uh, it's Entrepreneurs Organization. If your business does over $1 million a year in annual sales, you could join the organization and, and you're a CEO. Um, and we have, you know, chapters all over the world and there's 20,000 CEOs that get together regularly in their own chapters and they support each other. And so what I'm doing is I'm saving information about Satish to build a profile on him right now. And I'm having my agent do all the research for me so I don't actually, actually do all this research. I know exactly what he does. I saw your journey from India with building analytics. And it's the biggest— what's the biggest lesson you learned in your journey? I have all the questions that I can ask him. I know who his target market is. I know who he works with. I know what he does. And, you know, for you, Satish, what I would recommend is networking with Inc. 5000 CEOs.
Yeah.
CEOs of the Inc. 5000, the fastest growing companies in America that are doing over $2 million a year in sales, probably more than $10 or $20 million in revenue. Probably that's where you need to be. And in our system, we already have the whole list. So if you click on network and then Find prospects and directories. We have the list of the 5,000 fastest growing companies in America in here from 2025.
This is your list right now. This is not— you're not pulling it from LinkedIn or anything?
No, this is our private list that we compiled manually one by one. We spent thousands of dollars preparing this for our clients. And we do this every year. We've done it every year for the past 10 years. We sell this list alone for $5,000. Just this list alone. But right now you can get this list and everything we offer for less than $5K, just FYI. And the other thing is specifically for Marina is that we have a list of everyone who sold their businesses recently. So we have a list of executives, almost 5,000 executives that recently sold their business. And you can see who they sold their business to, if it was a family office or private equity or venture capital or whatever. This one over here sold it at M&A and how much they sold it for and how many employees they have and all that.
Sure.
So you can go through this and spend your time more effectively connecting with people who are actually high net worth individuals that sold their business for hundreds of millions of dollars versus just go after randos on LinkedIn, which doesn't help you. So I believe that the right strategy will save you a decade. And someone like Satish or someone like Marina, Using the right approach, the plan, the people, the promise, the stories, the profiles, the systems, and then getting you the right exposure to the right people, the right credibility, and ultimately booking the right meetings with the right people will make all the difference in terms of your ability to get to your goal faster. And you could spend that same 15 minutes doing smart things or spend that 15 minutes doing dumb things. And if you spend it doing smart things, You're much more likely to get to your goal faster, especially if you don't have a lot of time, because you value your time much more than you value your money. So if you make this investment, we make ourselves available every day, twice a day, in case you have questions. So instead of sending an email to tech support and waiting for hours, you just jump on a Zoom. We're here. You just jump on for 2 minutes. We'll answer your question. Then you leave. Have a good day.
Can this, can this be purchased by like a company, like family office? You could purchase it on my behalf because honestly, I would not spend that money. It's, you know, I know, I know what you're saying, but that's, you know, I just spend the money on a certain training.
So most people, most people buy it from their company. The family office will buy it for you to be able to do a better job at the family office. And then you use the license and that license is transferable and you can give the license to other people in the family office as well. That's what I'm saying.
There will be maybe 2, 3 people people that will use the same thing.
And we'll train all of them, support all of them, hold all their hands together at the same time or separately individually.
Is there anything cheaper? And I'm sorry to negotiate, but negotiation is in my blood. Of course.
Of course.
Give us the cheaper. There's 2 options.
There's 2 options.
Let's say if I'm buying it alone, I know my boss and he will say we don't need it. So I may be able, I'm advising 2 other family offices, so I may be able to ask them to buy. But I'm just saying, if I personally want to buy it, for me to invest now $5,000 or whatever, $300 a month, it's on the top of other things. You know, it's a little, little too much.
I get it. I get it.
So there are 2 options. As much as I know you can bring the value, it's— and I have to tell you, people call me because of 7,000. My Rolodex is really huge, and I didn't meet all of them, but I met, I would say, 50%, 60% of these people, maybe more. So they call me all the time. They say, oh, here's the 5%, you know, if you fundraise this millions of dollars, you know, and I know, and I've worked on events like that and proposals like that, and it's not ideal. You know, I'm sorry to say that. It looks amazing when you're talking about it. Then when rubber meets the road, it's another situation. So I'm just trying to compromise and see what's—
You're trying to limit your risk, your exposure.
And, you know, resources.
You know, 100%, 100%. So here's what I tell you.
I'm not making a million a year. You know, I get that salary.
So I get it.
It's a decent salary, but still, it's coming out of your pocket.
I get it. So here's my suggestion to you. My suggestion is find one of the other family offices to pay the $5K for you.
That's what I'm thinking.
And just don't worry about getting something cheaper or something different. Just do that. Get somebody else to buy the $5K. They'll get a bunch of licenses and you'll get a license yourself. And this way you're in the door and we'll hold your hand for a year and you paid nothing for it. One of those 3 family offices you work with will invest $5K to get access to the incredible resources that we have here. They will do it. There are plenty of people, most people that I speak to that have a company, like in EO members, they basically just buy it and have a good day. $5K is an afterthought when you're trying to make $100,000 in profit or $100 million. So it's an afterthought.
That's what I'm saying.
But for you personally, I get that it's not an afterthought for you. You're still worried about You know, the, if you're paying $5.50 for gas or if you're paying $4.20 for gas, that makes a difference. That's— oh, hello. Welcome. Good to see you.
Um, so Joe, I think my question is, as far as the licensing, is that, how does that, is it per person license? Is that what, per company?
It's per person. We charge $297 per month per person. That's if you need 5 people, that's about $18,000 just for the license. plus $10,000 for training, $12,000 for the community, and then plus more for the lists. But we have a deal.
Oh.
We have a deal called the Bundle Plus where you get 5 licenses for $5K. Plus we also give you access to our training, our $10,000 training program, no charge, plus our $12,000 community, plus unlimited access to 280 million records that you could search through unlimited. And then you could use AI agents to help you enrich them unlimited. If you need to access our database and pull emails and phone numbers, we give you a limited amount of credits, but a very generous amount that will last you for a long time because you can't just access, you know, we get charged for every credit. Um, but bottom line is you can search through it unlimited and use AI agents to research those lists unlimited as much as you want. And then on top of that, you get access to the Inc. 5000. All the high net worth individuals. And if you need a niche list, you can ask us, say, hey Joe, I need it. I need a niche list. We can either find you a niche list and build it for you and add it to the directory, or we can charge you a minimal fee for the list. Like somebody said, for accredited investors, they want to get a list of 15 million accredited investors in the United States. I said, okay, for that, it's going to cost you $5K to build that list.
15 million.
15 million. Cause they want to do a massive email campaign.
Yeah.
Wow.
So I said, I could build it for $5K and I can, I can segment it out by lawyers, doctors, hedge fund managers, people that are self— basically, I can buy lists for you and make it available if you have a niche list that you need.
When you email 15 million, do you use one of those platforms? Like, I don't know what we used, I forgot the name, but when you blast 15 million people—
You don't just blast it, you segment the list out.
Are they actually customizing all the letters?
They are.
Directly to them.
They are. So the way it works is our AI will write a message that's different for every single person.
I see. That's—
that is— And you get unlimited access to write as many emails as you want with our system. It's not automated. It's not doing it automatically. But if you have a large team of people working for you, and let's say you have 100 employees and you get 100 licenses at $297 a month, and then you want to buy a list, an extra $5K is not going to break the bank for you. You know what I mean? And so we'll give you the list, we'll give you the software, we'll give you the strategy, we'll give you the technology, we'll give you everything you need, and then we'll hold your hand through the process. And the beauty is that if you recommend somebody, because you know 60% of the people that you work with, if you recommend somebody to us and they get, let's say they have 100 people and they pay $297 per person, that's a $200,000 commission for you over 3 years. So that's a significant amount of money that we'll pay you. Oh, I like this. Just for making a referral. And how many companies out there have 100 people that are salespeople? So many. And, and, and, and often they're selling things that are millions of dollars. So for them, it's not a huge, huge investment. They're already paying for Salesforce. They're already paying for HubSpot. They're already paying for all these things. To add another $300 per person is not a ridiculous amount of money for what they're getting. For us holding their entire staff's hand every day, twice a day, for a year, giving them access to 280 million records. Giving them access to unlimited posts, comments, an AI chatbot. I don't think you even saw the chatbot yet. I think you did. But let's say for example, you want to chat with the chatbot. You can go into the chatbot, you can click on it and you can talk to it and you can say something like, gimme some ideas for someone in digital marketing to create posts. I want at least 10 different ideas and make each idea completely different.
Interesting.
And then it'll go ahead and just give you a bunch of different ideas and then I can even, Tell it to say, okay, well, I like idea 1, 3, and 7. Could you write a tweet about each one, please? Okay, I said I like idea 1, 3, and 7. Can you write a tweet about it? And it's gonna write an idea for 1, 3, and 7. And then I'm gonna say, can you turn that into a YouTube video script? That's a 60-second video script for YouTube. And then it's gonna go ahead and turn it into a YouTube script, a 60-second YouTube script, and turn it into a boom, boom, boom. And I could just read it. And then I could say, could you find me directors of marketing in Boston for my analytics company? And I want to make sure they have a LinkedIn profile, a cell phone number, and an email address.
So do you, I mean, you can do this in Claude.
You really can.
Pretty much similar.
You can go to Claude and tell it to build you a list of VPs of marketing, and it's going to give you every single one with their title, their company, and everybody that works there with 7 different AI agents, including ChatGPT, Perplexity, and Grok. to be able to research every single person in here into one agent like this? I don't think so.
Yeah. So, Joe, if I— I mean, this is what you're creating is you're using your own engine or your own information.
Yeah.
If I wanted to— I'm building a second brain or a digital twin. Does that, like, does it talk to that? And so I can customize to—
You know what?
We have something, we have something called personas and styles. So you can have your, your second brain create a persona and a style, and it'll talk in your style and in your persona. So if I wanna leave a comment on your post right now, here's another thing that we do that Claude can't do, or that ChatGPT, we, by the way, we integrate Claude and ChatGPT here. But if I wanna see all your recent posts, I just saved his profile into a list. You can't do that with Claude. And now that I have him in a list over here, I can leave a comment on his company's, on his company's domain. I could put a keyboard shortcut here. The comment just appears. You can't do that with Claude or ChatGPT. You would have to copy the—
Yeah, yeah, yeah.
I mean, there's no doubt. I think I'm more trying to see, I have a lot of assets on my site. I mean, you know, creating content basically based on our expertise, our services.
Yeah, so we have personas here that you can add and you can have your second brain create the personas, create the training, create the styles, and everything will go in here in an organized way. We also have the ability to create your Dream 100 list. You see, this is a Dream 100 list I created for Brian. And we also have the ability to be able to build out your entire system. So we have an entire system that you can build out. You, I can put in your LinkedIn profile into our system, and then we can build out the plan, the people, the promise. We can literally build out the whole thing for you. So you don't have to actually write it yourself. You don't have to write the business plan, the marketing plan, the LinkedIn plan yourself. We'll write the whole thing out for you. We'll come up with all the DMs. We'll optimize your profile. We also have headshot generators in the system. Claude can't do headshot generators. Um, we'll, we'll basically craft all your headshots. So for example, if I go into Evie AI right now, I'll just quickly show you, and I click on, uh, content and then images, I can, you see this headshot of me?
I see.
I can create a headshot right into Evie AI if I want. What I can do is I can upload any image of myself. Like for example, I can take this image, upload an image of myself wearing a shirt, like a selfie. And then I can go choose any of these photos over here and I can say, okay, I want to be a thinker. I want to be a team leader. I want to be a lifestyle personality. I want to do a power pose. I want to, uh, stand at a whiteboard. I want to work with a client. I want to— do you see? I want to create a business casual thing. Do you see the way it's kind of just creating all of them for me in just seconds? Wow, amazing. And this allows me to be able to, um, be able to quickly be able to create assets that I can use across all my social platforms. But I can, I can create any type of asset. So if I want an asset like this, I can create an asset like this if I want. You know what I mean? I can create anything. I can create, uh, pictures, logos. Um, I could be holding any book. I can hold this up over here. You see, I was up last night and I created an agent that's 100% free and blah, blah, blah. with long hair. I could be standing by a tree that says Mojavation next to it. I could be doing all this, all this magic right in here.
Amazing.
That most people dream of doing and they can't do it. Um, you know, I could even make a picture of a puppy if I want, or I can put a selfie of me and this guy together. You see, I put my picture, his picture, we both holding signs in a library, and I basically do that. You could have multiple photos. You can do infographics, you see, with your brand colors on it. You can have, um, you know, lots of different things. And we have all the prompts inside our library. So if you go into our library and you want to create a soul portrait, we have the entire thing available to you here. So we have hundreds and hundreds of prompts and resources available for you and training and support and chatbots. And so, and we do reverse lookup on phone numbers. So we have every phone number in here. So if you go here and you put in someone's phone number, let's just do a random phone number.
Put my phone number.
Um, and I just do— I could put your phone number in. Let me just grab your phone number from here. I already have your phone number in the system.
No, that's okay.
But I'm going to copy your phone number. So I just put this phone number and it researched this person, looked at all the websites where it got it from and everything.
I see. I see.
Tells me where the person is. I'm going to search your phone number just to kind of see what it does.
And this is the cell number?
Uh, that was a cell number. Yeah. But it could be any number. It could be an office number. You see, it found—
I don't have another number.
Look, it found the marina. It found where you are. American Serbian Association.
By the way, Joe, can you do a favor to me? And can you just one thing? Can you send me the profile that you researched? Can you send me that in a, you know, like a Word copy paste?
In WhatsApp?
You know, in WhatsApp or an email. Yeah, whatever.
I'll send you WhatsApp. Yeah, I'm happy to send you WhatsApp.
Just, I'm curious to, I mean, I know about that. I do that also all the time. My, there are 2 questions. Who is your major competitor? And, you know, why are you the best? You know, if, if I was going to invest $5,000, I would probably have to do the, you know, competitive landscape and see who else is offering what and stuff.
So, are you—
how long are you on the market?
Uh, we've been in the market for 3 years.
Uh, with this program. I know you have, you have another—
I have another agency for 20 years.
Yes.
But this specific program, we've been in for this specific program for 3 years. I 500 written testimonials on my LinkedIn profile. Um, so if you want, you could look at my LinkedIn profile just to get an idea of who I am. I'm a member of Entrepreneurs Organization, a YPO certified speaker, a certified Google trainer. I work for LinkedIn too, and I— they hired me to train their teams on how to use LinkedIn.
And how much are you charging per— let's say if I have an organization, like a large organization, how much would you charge to train?
Oh, it depends on the board members. Not a lot. It depends on what— depends on how long, how many board members, the whole situation. But it could— and if I have to travel, there's travel time. I usually fly first class, you know. There's like, like, there's like different things, but we, we talk about it. I'm reasonable. I'm not reading— I'm not Gary Vaynerchuk. I'm not charging a million dollars. So, um, I'm very, very—
You're not Tony Robbins.
I'm not Tony Robbins. I don't charge—
Well, did you see that Tony Robbins is getting into your space as well?
Very much so. As a matter of fact—
A bunch of other people. And I, I do, I do follow Tony, and I just had a course with Tony's. That's why, you know, if I—
yeah.
And I, I like the course.
And by the way, Karen, Karen took the course with Tony Robbins, and then she found me inside the Tony Robbins community.
Oh my God.
And she decided to leave him and come to me. She's like, I learned nothing from him. Also June, you could speak to June and you could speak to Karen. They were both in the Tony Robbins— hey, look at this. I met Joe and Tony Robbins in Dean Graziosi's AI Summit. I was immediately impressed by the value in his Zoom. You should, you should ask her how much more value I added than Tony Robbins, just in general.
No, I agree. I agree. I agree.
Yeah.
I mean, this is public testimonial.
He's really an old— he's a 20th century guy. He's not the 21st century. He's trying. And I follow them and I took their couple of their courses.
I pay to be in his community, by the way. And the reason I pay is because I want to be around people that need my services. And I know that he's not helping anybody in that community. community, you know what I mean?
Right.
He's not actually helping people. He's basically selling them a course that doesn't teach them anything. And me, I'm giving you literally support every day, twice a day.
No, you're giving tools.
Yeah, tools, support, strategy.
I have to say, my comment is, and sorry to break, to cut you off.
Please.
But, you know, if you're a busy executive and let's say on the top you have to do this thing, just to learn and just to navigate and just to drive this You know your platform and you know all these tools that you have. You almost need an assistant, and we help you hire.
I know myself.
I'm not very young. You know I can't do it. You know like they're doing.
Yeah, yeah, yeah. But we we will also help you hire an assistant. We'll also help you hire an assistant if you need one at an affordable rate and even train that assistant for you. So we'll help you find somebody overseas that can do it for you. Yeah.
You know, my boss would say, well, learn that. And why, why do we need to hire somebody? You're good. And, you know, I do a lot of due diligence and stuff like that. Yeah, over the internet.
Amazing.
And he's happy with this. And I translate in a foreign language as well, which he's mostly impressed. But I'm just saying, you know, I want to be on the cutting edge of what's going on. So I understand what you're offering. And, you know, I'm already playing with all the AI, you know, and one of my best friends is giving all these big, big coaching for, for other companies. So I go to those coaching. So I know what's going on right now. But yeah, this is a tool. This is a bucket. It's overwhelming.
It is overwhelming when you see everything we have to offer, but you don't need everything we have to offer. You need to get to your goal. And that's why we're going to meet with you for an hour when we onboard you. And we're going to make a laser-targeted plan for the specific things you need to do to get to your specific goal. That's it.
I see.
And then you have everything else that you could use if you want, but all that you're not even paying for because you're just basically paying for one license for the year and you're getting 5, and then you're getting all the support. But we're only going to give you what you need because we are custom creating the strategy for your business and your goals, just like we did it for Brian. For Brian, we created a custom strategy for his business, for his goals, and we know exactly what he needs to do for him to generate $100K in profit in his business this year.
That's that's Brian that's on the right now.
Exactly.
Yes.
That's Brian right here. Brian, Brian, you had your question. You had your hand up.
I was just saying this is an absolute no-brainer. You coupled with your support and this particular tool like. I've—
it's a rocket.
Yeah, yeah, yeah.
You, you could—
you can do pretty much anything you want with us.
I'm very excited.
How are you connected to Brian?
Brian's a client.
I would say, hey, how do you spell this? And I would say, you know, because I'm also a marketing executive, I would make a little comment. I would maybe Rebrand it a little bit.
Okay.
Just— I'm just saying. I'm not saying—
I appreciate, I appreciate everything.
But I think the name is like, how do you, how do you actually pronounce it?
It's hard. It's hard to pronounce. Evy AI. And it's also hard to spell. It's, it's 5 letters. We were trying to get just e.com.
It's not Ivy, like Ivy League.
It's Evy. It's Evy. It's a conversation starter for sure. It's definitely a conversation starter. Evy AI. And a lot of people have a hard time pronouncing it, which once they remember it and pronounce it, they'll never forget it.
Right. It's like ChatGPT. I mean, the first time I was breaking my tongue.
Yeah.
ChatGPT. GPT. Now it's the second line.
Yeah.
Yeah, exactly.
Exactly.
Very powerful. Um, Satish, did you have a question or wanted to share anything? Because you asked us where we have a replay of our last webinar. If you go to businessnetworkingworkshop.com, you can go there and watch it.
Yeah. And I think this is like an annual commitment, right?
Like, yeah, it's an annual. You pay one time, you get it for the year. It's for you and your team. and we'll hold your hand every day, twice a day, 5 days a week. We also have live chat where a human sits there besides our AI chat. We have a live chat with humans that you can chat with us. We have an email that you can email hello@evviai.com anytime you want. And then we have many other resources like our clients host events in our community that you can attend every day.
So that's— And is it integrated with any like emails, like my emails? Like what do you send out emails It's integrated with GoHighLevel.
And because we integrate with GoHighLevel, GoHighLevel sends the emails, the text messages, the AI agents, the chatbots. Everything is built into GoHighLevel. And for our clients, we make GoHighLevel available for $10 a month. It's usually $300, $500, $1,000 a month, GoHighLevel, but we give it to you available for $10 a month.
No, but how does it like, When you're sending out the email, does it show up on my email box or as a sent or no?
I mean, is through GoHighLevel you can connect your Gmail or Outlook there and it will show as a sent.
Yes.
Okay. Got it. And then when I get a response back or something, you know, you can have GoHighLevel monitor your inbox as well.
Yes.
Okay.
But, but, okay. Security is always with the family offices. Security is always a question, but I'm not going to go into that right now.
Yeah, you don't have to worry about security. Security. We have a very high secure app. We're hosted on Google's infrastructure. We use Firebase.
I was about to say, my boss would say, you know, we don't want to go there because they're gonna basically take all of our data. Anyway, I'm not going to go there. That's a second question. Uh, if, if there is an email blasted, you know, from your platform, uh, does it come as Marina Schwabik, or does it say that it's a, it's a blast?
We don't contact Constant Contact. We don't, we don't have Constant Contact built into our system. We don't send email blasts. We do connect to a system called GoHighLevel, and over there you have the option of Sending it through a system that's like Content Contact, or you have an SMTP, you can connect as your private SMTP. You have the option to do both, but GoHighLevel is a system that we recommend. I just interviewed—
that's your— basically, that's Constant Contact because all I have is a Constant Contact. It's similar to Constant Contact, Monkey Chip or some chip.
Mailchimp. Mailchimp.
Mailchimp.
Yeah, but, but it can be similar to it, or it can be an automation platform that you could just use with a regular SMTP that goes from your regular email. email, one or the other, you can choose. It's an option. Brian, did you have a question or you just had your hand raised for whatever reason?
Okay.
All right. You said that comes with 5 licenses in the company. And then, you know, I have a pretty good-sized team. I mean, what do you think the recommendation is first Start out with me first, and— or do you—
I would say, I would say you pick your rock stars. You start off with you and maybe 2 or 3 other people, and then if you guys are able to implement and use it well, you can introduce other people, and we can give you a special deal for additional licenses.
Okay. Yeah, I mean, I think, um, I mean, if I wanted to see if it one works first.
Yeah, yeah. So definitely, definitely start with— you could definitely start with one. Test it out. I would say get the annual. So this way it's basically the same price as one license. So just get the annual and you'll get the training, the support, everything you need. And then you have a bunch of extra licenses if you want. You can use them for your team or for somebody else. You don't have to use them for your team, but you're basically paying almost the same price of paying for the annual or paying monthly. But it's really—
Yeah, I have questions about the LinkedIn. Like, I think, um, what I hear is that They're also blocking things now because there's too many bots and too many—
We are not a bot. Yeah, we are not a bot. We are not a bot and we're not, we don't even get access to your LinkedIn account. We don't know what LinkedIn account you have. We don't have your data. We don't have anything from you. We are just an AI chatbot, an AI agent that sits outside of LinkedIn. We actually work with LinkedIn's team to make sure that we are compliant with them because we're using third-party LLMs. You see, we search Grok. We search Claude, we search ChatGPT. We have our own database of 280 million records. We don't need to access LinkedIn.
Yeah, you don't need them.
We already have the data. We don't need LinkedIn's data. We're using third-party data. We're using big data. You get what I'm saying? We're using bigger data than what LinkedIn has. What LinkedIn has, we have more than them. Now, there are certain things that LinkedIn has that we don't have. Like for example, the ability to see who just changed a job inside LinkedIn. We don't have that ability. For that, we rely on Sales Navigator and other tools, and we teach you how to use them. Part of the Bundle Plus is that we have a $3,000 class called the Sales Navigator Bootcamp. We include that in the Bundle Plus. So instead of spending extra $3,000 with our, with our class, we give you the access to that 6-hour, that 6-hour bootcamp called the Sales Navigator Bootcamp. Do you get it?
You still need a Sales Navigator subscription though, right?
You don't need Sales Navigator, but if you do, we are compatible with it.
Okay.
And we teach you how to use it.
So a lot of things that— and I'm sorry if I'm asking questions I should be— probably I should look at the webinar first, but—
Yeah, can I have a webinar too?
Yeah, I'll put it in your WhatsApp now.
Thank you very much.
It's on the chat.
Oh, it's on the chat.
Do I do all this activity— does it automatically happen within LinkedIn, or is it all done outside the LinkedIn.
Some of it's done outside of LinkedIn, like the research is done outside of LinkedIn. But when you're leaving a comment, you need to leave a comment inside LinkedIn, because if you leave a comment outside LinkedIn, no one will see it. When you're posting, you're posting into LinkedIn, but the post gets created outside of LinkedIn. It doesn't get created inside LinkedIn. The post—
And that's something I have to do, and— or is that something done by you guys automatically?
We can do it automatically, but most people want to write the post themselves because it's just one button you click.
Yeah.
The post gets generated. You have to read it anyway. And then you could decide if you wanna change it, you're gonna give it instructions of how you wanna change it. You wanna create an image, you can create an image in just a second. You saw, and then you just put that into LinkedIn. Eventually agents will do all this for you where you don't have to think about it and it just does it. And we're gonna have that capability when the agents are safe enough, like OpenClaw, Hermes, and those types of agents, when they're safe enough to deploy. We're going to be deploying agents to be able to do all this stuff for you. But for right now, they're not quite as safe. And so we haven't deployed it yet, but we have the capabilities to do it.
Okay. Yeah, I mean, let us try it out first. And then I have some other questions about more about that at the company level. And, you know, I think about the referral program as well, because we have a lot of clients.
Of course.
Of course. And if you're an EO member, I'm an EO member. I'm actually going to be in Rhode Island this weekend. Do you ever come to Providence, that area? Are you nearby?
Yeah, I mean, I mean, I'm probably 75 minutes from Providence.
You're 75 minutes? If you ever, if you want to meet up in person at some point, you could let me know. My WhatsApp number is on my LinkedIn profile. It's 917-917-865- 7631. Marina, I already sent you a WhatsApp.
Yes, yes, I'm gonna, I'm gonna—
No, I do have— I mean, the one that I'm being communicated, I don't know if it's your number or—
The 973 number?
Uh, yeah, 973 number.
Yeah, that one is, that one is my CRM. That one goes into GoHighLevel, that number. But I put my cell phone number in the chat. If you want it, you can have it.
Okay, got it. Yeah, so if I'm would love to meet with you. Do you have a like a session or I mean is that you have conference or any particular time?
No, I don't have a I don't have a time. I'm going to be around. So if you if you want to hang out, we can figure out a place to hang out. We can meet in person. I'm always happy to meet people and connect. I love building. I I love building real relationships with people. I'm not a fly by night type of guy. I'm more long.
I'm more long term. You're mostly in New York.
I'm in New York. Yeah, I'm in New York, New Jersey.
I might be in New York.
Yeah, I'm in New York.
Are you familiar with 361 firm?
No, tell me about it.
Okay, they are, um, they're a network of, you know, business people in New York. I belong to it, but we're not very big in Los Angeles. But they have a platform also, networking platform, but that's just for the members.
Okay, I see.
Also, you know, interesting guy to, to meet.
Oh, wonderful.
Yeah, maybe make an introduction.
I do.
So I was one of the meeting, Joe. I mean, they, you know, they have EMP program in Harvard. Yes, I was actually, I was meeting with a bunch of the EMP, pretty smart group of people, I must say that. And one of the presentation they had was somebody brought it up. There's an application called Crystal Knows.
Oh, I know Crystal Knows. Yes.
How is that different than you? I mean, that's totally different. I understand that.
Totally different. Crystal Knows is a personality assessment based on the DISC.
D-I-S-C.
Yep.
Yep.
We can do that as well with Evvy AI, but we also give you data on the person. We do research online. We're very similar to what they do, but we'll actually do it based on actual data. They're just doing it based on like what they look at your profile and they look at your LinkedIn profile and decide based on how your profile looks, what your DISC assessment is. We do it based on what you put out online. So we'll look at every podcast you've looked at, every article you've written, and then we'll do a DISC assessment based on that and give you very similar data.
Well, yeah, but I think they also do it for the people you're looking at it also, right?
We can do it. We can do it on anybody. It's just like I did AI research on you. So if I share my screen right now, and I did AI research on you, right? Remember I did AI research on you?
Yeah.
Yeah.
So I can continue doing more research. So this is information about you. So I can continue doing more research. So I, I have to just shift over here to the templates and then I switch to research templates.
And this is all available to me?
This is all available to you. Then I could do competitive analysis, deep research, find personal information, story analysis, personality. So I want to do the personality thing. So I go in here. It's not only going to do a DISC assessment, it's also going to do a Big Five. It's going to do all the different types of assessments. for you. It's going to do Myers-Briggs indicator type. It's going to do all of it. And you're going to see, it's going to first compile everything and tell me everything about you. And it did. You see, you emerge as a driven, purposeful entrepreneur with a strong Di, likely high Di, style-oriented. In the Big 5 terms, conscientiousness and discipline, builder, high extroversion. You combine analytic rigor with the CPA, with communication, yet professional, approachable, story-rich, forward-thinking. Dominance, influence, steadiness, openness, communication style. It basically breaks the whole thing down and then it tells me the specific language to use and an interaction plan. And the beauty is that you can use this unlimited on anybody as often as you like. Whereas Crystal knows they charge—
So I think that brings up a good question. So let's just say that I want to connect with one of the 5,000, the list that you had, right? Like, let's just say I identify 10 people. Can would I be able to do the profiling on them?
Yes.
Then customize the message.
Correct. Yes, 100%. 100%.
Awesome.
Yeah, you can definitely do that and customize the message based on that.
I use my I have an assistant actually. If I have an assistant, how would she use this for me doing some of the grunt work?
Even we will we will meet we will meet her twice a day every day to train her on exactly how to do that. So you. You don't have to even do any of it. We'll teach her exactly, you know, you'll come with her and tell us your goals. We'll write down your plan. We'll write down who your ICP is. We'll write down who your COI is. We'll write down the pains, goals, dreams, and fears of your ideal clients and all the questions they ask. We'll write down all your stories. We'll optimize your profile. We'll create a good system for you, make sure everything's in order, create all your templates, all your frameworks, all the scripts she needs to use. And then we'll give her a plan, a daily plan for what she, she or he should be doing to help you be able to get to your goals and how to measure it. And then we'll hold the person accountable every day, twice a day on Zoom. And we're here and we're here for them live on Zoom Monday through Friday. And if they leave, we'll then coach and train the next person onto your systems and so on. And that's basically how to do it. That's how I would—
But when you say you are on here, Zoom, what does that mean?
That means right here and right now you're in front of me, right? You're seeing me face to face.
Yeah.
Every single day at 12 and at 7, my team, 7 members from my team will show up and will support our clients.
Okay.
So these are people that you have as your team?
My— yeah, I hired my team and also my clients come to support clients as well. So we have, you know, certain days different clients volunteer to come to just be helpful.
Awesome.
Nice.
Yeah.
Do you present to forums?
I do.
I mean, I belong to forums. So if we invite you for, say, hey, this is what—
Yep, absolutely. I present for forums. EO Accelerator just hired me. EO Atlanta just hired me. So YPO hires me. Vistage hires me. I'm going to do next week, I'm going to do a bunch of Vistage meetings. Um, I speak for family offices, for private equity companies. I— they hire me all over to come speak and talk and do all types of stuff. So I absolutely— I'm gonna— I'm in a global bridge right now called the Diamond Bridge. Um, it's an international bridge because I have clients in 40 countries around the world, but I 100% am involved with all the different forums and chapters. And I've been in EO since 2012, so I'm 100% able and happy to speak to forums.
Awesome.
Seems like a good platform that you have built.
How did you hear about me? Did you hear about me through— we just connected on LinkedIn, or did you come through an ad, or what was it?
I think EO. I mean, you know, EO is definitely a great platform for me. It has been, you know, okay, great platforms. And then also, I think LinkedIn. I don't— be honest with you, my time is probably the biggest hurdle right now. It's just there are a lot of applications, a lot of programs available. And if anybody spends a good amount of time, I mean, I think you You know, take advantage of where focus—
yeah, where focus goes, energy flows. There's a lot of tools.
That's true.
Very few people will train you and make themselves available to hold your hand on how to actually use it to get a result. Go try to get someone on ChatGPT on the phone. Go get somebody on Claude on the phone. Go get somebody on Gemini on the phone. You can't. On Meta, you can't speak to anybody. You can't speak to anybody.
I think, I think your model is great because, you know, I mean, I always say I'm in that business of service and everybody says, oh, Claude is going to take over everybody's job. And I think it's going to make us more valuable.
Yeah, I agree. I mean, I use Claude every day. I think Claude is great, but I use it as integrated within Evy AI, meaning when I research using Claude, I just push a button, Claude launches. I have Claude inside Evy AI, but Claude doesn't have all the capabilities that I have within Evy AI.
Do you use different models for the—
I use— I use 4.8s. I use Opus 4.8 now that just came out. I use Sonnet, and I also use Haiku depending on what I'm doing. If I need speed, I use Haiku. If I need a balance, I use Sonnet. And if I need extreme intelligence, I use 4.8.
Okay, let me look at the webinar, and then I'll be in touch. I might call— I mean, I may Text you, and if I'm available, I'm happy to meet with you.
Yeah, you have my cell phone number. It's also on my LinkedIn in case you lose it. Thank you very much for your time, Marina. Thank you for being here. Satish, thank you for being here. Janet, I hope you got value from this. Brian, I hope you got value from this, and I look forward to working with you guys more.
Thanks for accommodating in a short period of time.
Appreciate it.
Take care, everyone.
God bless.
Bye-bye.
Hey, Joe.
Yep.
Hey, is there a possibility that you can connect me with that GoHighLevel thing? Yep.
Yep. If you go to mar techsupport.com, mar techsupport, there's two options. There's ten dollars a month, and you do you support yourself, self-serve, and there's five hundred dollars a month, and my team will support you. I have a team that will sit down and meet with you once a month, and then every week they have office hours and so on for five hundred a month. But you can go in, log in yourself, and do everything yourself unlimited for ten dollars a month.
Get it?
Mar Mar yeah Mar support no not Mar support Mar tech support tech M A R T E C H support dot com and this will be your and it's A J A X Union.
That's right.
See plans. And with this level at $10, does this give me all the access that what I need to—
Yep.
Do what I need to do?
You get unlimited, unlimited contacts, unlimited users, unlimited everything. You have to pay for usage or use your own SMTP, but it's just standard GoHighLevel account that's basically unlimited for one subaccount for $10 a month. That's it.
So outside of the $10 a month, what am I going to need to spend for that?
If you're going to make 1,000 phone calls and 1,000 text messages an hour, then it's going to cost you money, whatever the pricing is on the landing page over there. If you go down to usage pricing, there's usage pricing. But if you bring your own phone and you bring your own text message and you bring your own email, you don't have to pay anything. But if you use ours, we just pass along the GoHighLevel cost.
Okay, I see. And then as far as the MarTech Premium, Um, there's— is it the same? There's still usage and stuff like that?
There's still usage, but you get to meet with a strategist that has been running my agency for 12 years. You get to meet him every week, plus a one-on-one every month. Excuse me, Joe, our next call is on High Energy Zoom. Okay, excellent.
So when I need it, when I need to, um, cross that path, I have the support I need.
We have it. We're here. We're here to help. Yep. And you could also buy blocks of 10 hours for, you know, for a price. There's like blocks that you can buy if you need it. But we're here. We're here to support. And by the way, if you ask me anything, I'll tell you everything. Meaning I'll jump on Zoom, share my screen. I'll go on LinkedIn Live like I am now, and then we'll just go crazy. You know what I mean?
By far, I mean the values. It's already there.
I mean, ah, you're a sweetheart. I like you a lot, Brian. I like you a lot. I like your attitude. It was a hard start because you were a little bit of a hard. A hard guy on the phone with me, but you know what? We became friends.
Right, right. Yeah, exactly.
I'm actually—I told a couple of my couple people colleagues about that, and I was like, you know, that worked out perfectly because you gained my trust really because and that's so high energy, Joe.
Okay, ours.
Ours. I'll let you go. We'll talk more.
We'll talk more. I can. We'll talk more. Thank you so much.
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