How to get clients from LinkedIn

This is Joe Apfelbaum, CEO of Evvy AI, and I am excited that we are streaming. This is my profile you guys are seeing right now live on LinkedIn. So if I scroll down, you should be able to see How to Get Clients from LinkedIn. Perfect. Now we see this. Now we're also going to check on Facebook to see if it's live. We're going to go to Facebook real quick. We're going to go to my profile and we're going to scroll down and now we are live. Okay, perfect. Join Joe Apfelbaum to see how to go live on Facebook. That's good. Let's see if I can change this from your friends to just everybody. Let's see if I can edit the privacy on this. Edit video, edit live video. Let's see if I could do edit live video. See if I can edit the privacy. I'm not sure that I can edit the privacy on Facebook, but expand video. Boom, boom, boom, friends. Okay, it's not letting me edit the privacy here. Okay, good. Let me check YouTube. I'm gonna go to youtube.com/joeapelbaum. And as you could see, how to be productive on LinkedIn started 2 minutes ago. I like this so you guys can see 2 things. If you go, so when I, that's, which is, oh, please limit your title to something. I'm going to edit this video right here and I'm going to delete it. I'm going to click on the 3 dots here. I'm going to press delete. I understand I'm going to delete the video. I deleted it. So that 48-second video, I just deleted. Boom, done. I'm going to go live over here, see if I'm live. And I can see that I'm live right now. You see, I'm live on this video right over here. I'm gonna edit this video right here. Perfect. And I'm going to delete it. Oh, that's so nice. That's so nice. I'm live there as well. Now we're gonna go to Twitter just to see if I'm live on Twitter as well. So let's go to Twitter, twitter.com. We're gonna go to my own profile and we're gonna see that we are live right here. You see that? And we were live here 4 minutes ago. I'm gonna delete this live. I'm gonna delete this one here. Let's see if we can delete it. Uh, add or remove, delete right here. Delete, delete. Okay, so I just deleted it from Twitter, but we have this one over here like that. And I'm gonna like my own tweet. Okay, great. So I just, I just showed you guys how to do a bunch of things in a bunch of different places, but what I wanna show you is how to be productive. So let's say this guy George here, I wanna build a relationship with George. So what I'm gonna do is I'm gonna go to the to-dos over here on the right side of Evvii, and I'm gonna say add a to-do. Follow up with him to see how his Vistage group is going and ask him if he needs another speaker for his group. Okay. And I'm going to do that in a month. So 11/19, it's going to give me that to-do. Okay. Now I'm going to forget that George exists. That's just the reality of it. We all forget that people are in our life. You guys know what I mean? You're going to forget that people exist. It's just, it's just what it is because they're not going to be top of mind with you. So I'm going to take the time to be top of mind with him. Do you get what I'm saying, Will? I'm going to, I'm going to take the time to be top of mind with him and I'm going to remember him. Now, while I'm here on his profile, I might want to update some things. So for example, I can update his location, New York, New York, vistage.com. You see that? I just updated his location. And I updated, you know, a bunch of different information that I see over here. So whenever you can add more details, you can add those details. Now what I could also do is I can add him to a list. So Evvy AI allows you to add people to lists. So over here I'm gonna do EANYC, uh, past member. You see he's no longer a member of the Executives Association. He's a past member. I'm also gonna add him to Vistage. Vistage chair. You see that? I added him as a Vistage chair. So now I have a bunch of tags on him. I have a tag as Vistage chair. I have a tag as first-degree connection. I have a tag as EANYC past member. What I could also do is I can send him to my cell phone and I could also sync it with my CRM, my GoHighLevel CRM. That makes my life very easy. Now let me go back to my to-dos, see what else I have to do today. I'm going to go back over here. I got Michael Nogan. Thank you, Aaron Wall, for an amazing connection with Michael. So I'm going to check that off. I don't need to worry about that. I'm going to move on. Send him a list of HVAC companies in his local area. So Jonathan Floyd, I'm going to click on his profile. I don't remember even talking to Jonathan Floyd or who he is or what the situation is. So I'm going to open up his profile to try to jog my memory. Oh, Jonathan. Yeah, I definitely had a conversation with him. We started talking and then he had to leave. So I'm gonna click on message. I know we started talking and then you had to go. Are you able to make it at 1 PM today in 20 minutes to our class? We're doing a webinar in 20 minutes. Okay. So do you see the way I just remembered to message him? Also, let me know if you need a list of HVAC companies in your local area. Okay. So I asked him if he needs that and I'm gonna go here and I'm gonna mark this to-do as Done. Actually, you know what? Instead of marking it as done, I'm just going to move it into for a week from now. You saw the way I moved this from due to a week from now. And what I'm also going to do is I'm just going to put no date and I'm going to say follow up with him to see if he wants to come to the webinar. And then I'm going to press add to-do and then I'm just going to mark that as done. Okay. I just marked it as done. So I know that I did that. So that's how you mark things as done. So if you did something for somebody and you wanna show that you did it, what you can do is you could mark a to-do and then check it off as done. Okay? And this way you remember what you did for that person. I'm gonna pull up Will's profile. So if I go to my, over here and I type in Will, I'm gonna press enter. And you see, I have 2 of them here. I have Will and I have Will. Let's see what happens if I check both. If I check both. Okay. I asked my team to set up a merge thing so we can merge them both together. But this one doesn't have any information on it. It just shows that you're an Evie AI Engage user. You have premium. You were part of the AI Circle at some point.

Yeah. That's what I asked you to merge for me so that I could access some of that because that's my old account under eosworldwide, and this is my new account under willchrist.

Okay, great. Well, but this is, but this is just privately in my account. So I'm just going to delete this here.

Okay.

I'm going to delete this connection here because I don't need this one.

Okay.

And then I'm going to go to this one over here and I'm going to see, okay, this one over here, uh, is what's going on here. I have will.christ@eosworldwide. So this email is no longer valid?

Well, it's valid, but the one that I'm using right now is willchrist@willchrist.com.

Okay. Got it. So I'm gonna update this email. So I'm gonna check on LinkedIn to see what you're up to by open— clicking on OpenSocial. Then I'm gonna open my side panel extension, and then I'm gonna click on network on the right side. And then I'm gonna look you up here.

Uh-huh.

Will Kris, just like that. I'm gonna open up your profile here on the side so that I can organize this profile quickly. Now check this out. When I press contact info, it shows me your whole contact information. Do you see it says your birthday's October 5th? It shows this particular email here. You see?

Uh-huh. Yeah.

So what I'm going to do is I am going to— so you said it's willchrist@willchrist.com?

Right.

So what I'm going to do is I'm going to click on where it says contact information, and I'm going to press enrich. And I'm going to say from visible screen. So it's going to scan this visible screen to see if there's any contact information here, and it's going to automatically save it all into here. You see that?

Yeah.

And now I'm going to add your other email here. You see?

Yes.

So I just added your other email to the top of this email. So when I press save, it's going to save both emails for me.

Excellent.

Okay. So I have your name. I have your domain name. I'm actually going to add your domain name as willkris.com under domain names. And I'm going to press save. It's going to save the information. Then I'm going to hit sync and it'll sync the information. And I'm going to put you in my cell phone. I'm going to press Sent to my cell phone. Okay. I went into my cell phone. Now I wanna say that I know you, cuz I know you. Do you know him? And I wanna say that you're open for intros. Okay. So I know you and you're open for intros. I'm also gonna tag you as an EOS implementer.

Uh-huh.

So I type in EOS and I'm gonna do EOS implementer, uh, implementer. Employee. Okay. I'm just gonna do EOS cuz I do have a tag for EOS.

Mm-hmm.

Go to the top. EOS. Boom. Okay. So I tagged you as EOS. I tagged you as first degree. I'm also gonna tag you as an Heavy AI Premium user.

Mm-hmm.

Okay. Heavy AI Premium. So I tagged you as Heavy AI Premium. I tagged you as EOS. I tagged you as first degree. Um, I can also tag you as office hours. 'Cause you come to office hours. Okay. Evie AI office hours. I just tagged you. Okay. So I tagged you. I added a bunch of tags. Now what I can do is I can write a to-do and I can write a, a follow-up message.

Mm-hmm.

Hey, would you mind writing me a recommendation on my Chrome extension? Send them the Chrome extension to write me a recommendation. Okay, so I'm going to remind you tomorrow and I'm going to press send.

So now where do the to-dos come from?

I write the to-dos on your profile. So I have a to-do and this to-do will remind me to ask you for a recommendation on my extension.

So I got to have a profile for them to put a to-do in?

You don't have to have a profile. You can just click on to-dos and just write a random to-do. Get more recommendations on my Google Chrome extension. And I just press add to-do, and now it just added a to-do for tomorrow. You see?

Yeah, yeah, yeah.

You see upcoming, get more recommendations on my Google Chrome extension? That's just a random to-do. It's not connected to anyone. If I want to connect this to you, I can open up the, the, the to-do and connect it to you.

Okay, show me how to connect it to me.

So what I would do is I would go to your— I would go to the connections thing here.

All right, here's a to-do. Here's a to-do for me, for you to do.

Yep. So I'm going to click on Will Crist right here. I'm going to click on to-dos. And if I add the to-do to your profile, it's going to be connected to you.

And the to-do is talk to Will about using HighLevel.

Talk to Will about using HighLevel.

Yeah.

Okay. I'm going to do it for tomorrow and I'm going to press add a to-do. So now I have a to-do on your profile. So I want, if I go to to-dos and I go upcoming to-do, follow up

Um,

upcoming to-dos is talk to Will about HighLevel right over here for tomorrow.

Right. Wow.

And it's connected to you. So if I click on this name here, it'll show up under to-dos here.

Yep.

Okay. Now, another thing that everyone should know is that everyone should have a social card. If you don't have a social card, I highly recommend getting a social card. Social card is the ability for you to have a business card that you could share with people. And that business card, when they download it, you get a notification right here. And you can see exactly who scanned your cards. So for example, John Thomas shared their details with me. So if I click on view, you'll see this is John Thomas. That's the guy that I added the to-do about, to call him and thank him. You see? That's the idea. Okay, now he's in, where was he? He's in St. Louis, Missouri. So I can go to the location over here and write St. Louis, Missouri, marketing agency owner. Okay.

Where do they download the social card?

Um, the way that they download it is on your particular link. So every person gets their own link. Their own link is right over here. So if you send somebody this link or you send them your QR code, you can download your QR code by clicking on download. So if you want to download mine, you can just scan this QR code. Try to scan this QR code with your cell phone. Everyone that's watching this live, or if you're watching the replay, scan this QR code with your cell phone now. And you're going to see something very interesting. My card's going to show up. And if my card shows up, you could scan it and save me to your phone. So try it.

I'm doing it now. So you might, I might add that to my signature.

Yeah, you can add the QR code to your signature or you can add the link to your card and it says save me into your phone.

Mm-hmm. Got it.

And that's it. And that's, that makes life very, very, very easy because you don't have to think about, oh, how are they gonna get my contact information? So every time I go to an event, I add my information here just like that. Okay. The other thing I want everyone to notice is that on the left side here, there's a section called Soul. You see it says Soul? Now the Soul is about you. The Soul is the place where Evie AI knows everything about you so it can write like you, know you, and everything. So there's the About Me, My Business, How I Help Clients, What I Post About. My brand, and then anything else. When I click on edit anything else, I have the opportunity to see all the things the AI added. You see? Under anything else. These are kind of like memories that it uses. When making introductions, always write subject line introduction by Joe Apfelbaum. You see?

Mm-hmm.

Joe Apfelbaum has his phone number. Never use em dashes when writing emails or posts. The EVAI webinar is at evai.com/webinar. You see?

I'm looking at mine.

You're looking at your soul, then go to, go to anything else on the bottom. And then click on edit anything else. And then at the bottom of anything else, you can add tons of stuff and the agent automatically updates this. So Greg was asking me is how's this updated dynamically? This is how it's updated dynamically.

Yeah.

The way that it's updated dynamically is that the agent Automatically adds things to anything else, you see?

Yeah, yeah, I see some things in here. Wow, very nice, very nice.

And then you can add additional things to, to, you know, to each section. So what I post about, main call to action or lead magnet, whatever, you can keep adding stuff to it. About me, I'm gonna click on about me. Evvy AI can learn more things about me. Joe is an entrepreneur but used to be a rabbi. He loves helping people. He believes that the secret to living is giving.

Uh-huh.

Okay, so I'm gonna press send and now I just added that here. You see? And that went into my About Me.

And then Joe, we have Jane Lehman here as well. Hi, Jane.

Hi, Jane.

We only have a few minutes before the webinar, Joe.

Now, the other thing I wanna tell you is that Evie AI's gonna ask you questions every day. So when you come here to your soul, you're gonna wanna answer questions. So I'm gonna click on one more here. Do you see it says one more on the top right?

Yeah.

I'm going to click on one more and it's going to ask me a question. What did you do before this business?

Wait, wait, wait, wait, wait. Where's— when I am looking at mine, I see the question for the day.

Right. So when you press answer and you actually answer, then you can answer one more.

Oh, I see. Okay.

Okay.

Uh-huh.

So what did I do before this business? Um, I think I answered that already today, but I'll answer it again.

Amazing.

Before I worked at Evvy AI, let me see if I answered it up here on this one here. Oh, right here. It's right here. You see?

Mm-hmm.

So I'm gonna go ahead and answer it here. I'm gonna press save. So now I answered this question, what did I do before this business? And it, it, it added it to my about me. You see that?

Uh-huh.

If I wanna answer another question, I do one more. Why did you start your business? The reason I started Evvy AI was because I saw a lot of people that were trying to use LinkedIn, Facebook, Twitter, and other social platforms, but they weren't using it effectively. They were trying to leave comments and they didn't know what to say. They were trying to write posts and they didn't know the best way to write the posts. They didn't know how to organize their connections into lists and have to-dos. They didn't know how to find contact information about every one of their connections. And so I created a platform that allows people to save a tremendous amount of time Using tools like LinkedIn, Facebook, Twitter, YouTube, and school. And it helps them be able to have a community and be able to really be an empowered giver. Okay, so now I press save answer and now it saved the answer here. Wow. So if I go to the agent and I ask the agent, do you know why I started Evvy AI? Write a small tweet about it. Okay. And it's going to say, yeah, from your memory, you started Evie AI after I sing that. Here's a short tweet. So many people are using social platforms ineffectively, spend hours, show little. Secret to living is giving. Okay? And I can just I can tell it to just post it for me, and it'll post it for me. It's it's just it's just so powerful the things that you can do with Evie AI. Um, you're connected to my Buffer. Can you post that tweet for me? Okay, so now what I'm gonna do is, what I'm gonna do is, uh, show you a couple more things that you can do. But before I do that, I want you guys to know that we have a webinar coming up, eviai.com/webinar, and I'm going to continue the training on The webinar, which is starting in exactly 8 minutes. So if you go to evviai.com/webinar, whether you're watching this live or you're watching this on Zoom, go there and register right now for the webinar and then tell your friends about it. Let people know that there's a webinar starting in a few minutes. You could even write a post about it if you want. And let your world know that Evvii is doing a webinar. So for example, I see Jane is over here. So I'm going to send Jane a message and I'm going to say, we're starting a webinar in just a few minutes. If you'd like to join us at 1:00 PM Eastern, please join. Okay. I'm going to press copy, send. I just sent her that.

Thank you.

Jay sent me a message. Hey Joe, do you have any info on this event? I'm going to say, yeah, send. Okay, so Jay literally just asked me this question. Do you have any info to share about this event? You see? Oh, maybe he's thinking about the other thing. Oh, he was asking me about the summit, I think. Okay, I'm gonna click over here. I think he was asking me about something else.

Sarah, Joe, will it be recorded?

The webinar will be recorded, yes.

Okay, gotta go. Thanks, Joe. See you next couple of days. Okay, a lot of help. A lot of help.

My pleasure, my pleasure. Do you see the way I'm sending these people messages like this? Awesome. Hope you feel better. Thank you for letting me know. Okay, so Tracy just asked me to send her a video. So what I'm gonna do is I'm gonna open up Evie AI. I'm gonna click on assets. Do you guys see there's something called assets here? Yes. And I have an asset with a specific video that she requested. This is my social card. Right under my social card on page 2, I have this thing called comment for the video request. So when I click into this box and I press the up arrow here, she will get this message. You see? Because I sent a message to all the recruiters I'm connected to and I said, hey, I work with recruiters and blah, blah, blah. Can I send you a video? And one of them said yes. Look how many I messaged. So many people I messaged. I'm gonna send this guy a message as well.

And Joe, just a reminder, we only have 2 minutes left before you have to leave this Zoom and go to a different webinar.

Okay. Does anybody—

Tina here and Jane.

Hey Tina. Hey Jane. Do you guys have any questions?

I have a quick question, Joe. You were talking about that we can connect our own ChatGPT to Evie AI. Where would I do that?

Okay. If you, if you go to school.com.

Okay.

If you go to school.com/evai and you type in MCP and you press enter, you're gonna see that we have how to connect EvAI to Claude. And I describe it. It's the same thing as ChatGPT. So I'll, I'll walk you through it. I'll walk you through it right now so that you know how to do it. Step number 1, if you wanna connect ChatGPT to EvAI, is you go to ChatGPT. And then you click on plugins. You see it says plugins here?

Right.

So you go to chatgpt.com/plugins. Okay?

Okay.

That's step number 1. Step number 2, you click on add and then add a custom MCP server. Can you see that?

Got it.

Mm-hmm.

It says add custom MCP server. So you click on the button on the top right, add, then add custom MCP server. Then you call the name of the, the tool Evie AI. Okay, so I would do lowercase e. Then I would look for the connection URL. So where do you connect the connection URL? If you go to the Evi web app and you click on settings and you click on MCP, you'll see it says connect to services.evi.ai.com. I'm sorry, it's https://services.api.evi.ai.com/MCP. You see See that?

Yep.

You copy that, you go back into ChatGPT and you paste it right here. When you paste it, you still have to agree. I understand, then continue. And when you press create plugin, it then asks you to just log into Evie AI and approve it, and then you're done and you approved it.

Okay. And from the beginning, again, it was go to ChatGPT and then to plugins.

ChatGPT.com/plugins, then click on add, add new custom MCP, and then you can add it. Now, this is how it's going to work. Once you're inside ChatGPT, you click a new chat and you can say, add a to-do to tell Tina and Jane to use Evie AI inside ChatGPT and inside Claude.

Awesome.

And to email it to them.

And to email them the instructions.

Thank you.

Thank you. No, I just got it on my phone. I totally have it. Tina, if you want, I can send it to you.

Okay, so now, now, um, it's going to add a task. You see it says added to Evie AI. So if I go into my Evie AI and I go to my to-dos, I will see over here, um, uh, a to-do that will allow me to be able to do that.

Awesome. Joe,

1 minute to the webinar. See, see where here, see where it says tell Tina and Jane to use Evie AI inside ChatGPT and Claude and then email them instructions. You see that? Thank you, John. So that happened from within ChatGPT. Now, if I want, I can create a new contact also. I can say, in Evie AI, please create a new contact for John Doe with the email address john@john-doe.com. Okay?

Right.

So it's going to go into Evie AI, create a new contact, John Doe, with the email address john@john-doe.com.

Super.

Okay.

Yeah, this to-do, I love these to-do. That's such a big help for me.

Yeah, the to-do is a game changer. It's gonna give you a lot of productivity. So now it added John Doe into Evie AI. When you press view inside Evie AI, it shows you that it added John Doe. You see, John Doe was added with the email address john@johndoe.com.

You gotta go, Joe.

Okay. All right.

Well, see you. I'm gonna, I'll be there late. I gotta meet Philip Griffith.

Oh, okay. I'll see you in a few minutes. All right, bye. Somebody's calling me. Who's calling me? I don't even know where that's coming from. All right, guys, I'm