How to use AI to get clients on Linkedin

Joe Apfelbaum walks through a 9-step system to generate $100K in profit using LinkedIn and AI. He shows how Evvy AI builds target-market personas, Dream-100 lists, and 7-day action plans from a single dossier, then enriches contact data from 280 million records and integrates with HubSpot and Apollo.
Chapters
CEO of Evvy AI. For those of you that are brand new here, put a 1 in the chat. If you've been here for a while, put an 8 in the chat. If you've been here for a while, put an 8 in the chat. Welcome everyone. My name is Joe Apfelbaum, CEO of Evvy AI, and today we're going to be talking about money mindset and how to really think about networking, relationship building, In terms of like how to add an extra $100,000 in profit to your business. A lot of people are doing things every single day, but they're not necessarily measuring what they're doing to an actual revenue output. We have assets that we have in our life that we don't really think about. Like for example, our time. We often don't think about our time in terms of being valuable, but if you're investing 100 hours in something, what type of return are you getting on that investment? I want you to think about that for a minute. Like, if you have a conversation with someone, what type of return are you getting on that conversation that you're having with people? Now, most people are not having enough conversations with their target market. Are you guys having enough conversations right now? Say yes or need more in the chat. Let me know. Do you have enough conversations? Do you feel like you need more conversations? If you need more conversations, you're in the right place. We're going to be talking about that, but you have to see the value of each conversation. In your mind, every single conversation has a value to it. A qualified conversation is going to have more value than an unqualified conversation. People don't realize this when it comes to marketing, prospecting, or networking. Results are not just closing a deal. Results are often the path that gets you to close the deal. You guys know what I mean? The path that gets you to close the deal is what you can often measure. Often getting the deal, we just measure, oh, how much revenue did I do at the end of the week or at the end of the month or at the end of the quarter? But we often don't measure what are the steps that we took and the value of each step. To be able to get closer towards our goal and faster towards our goal. So for example, if a conversation has a certain value to you, what do you think a qualified conversation is worth to you? In the chat, you could put in a number. It doesn't matter what the number is. It could be $5. It could be $1,000. What do you think a qualified— now, if you're not sure what the math is on that, you could write not sure. That's totally fine. And I can tell you how to think about that. But I want you to think about this. There are no expenses in business, only investments. I want you to think about everything you're doing as an investment. When you're posting on LinkedIn, you're making an investment. You're putting it out there. When you're leaving a comment on someone's post, you're making an investment. When you're spending time connecting with people on LinkedIn, like you're sending out 20 connection requests a day, You're making an investment. You make an investment with your time, with your energy, with your network, with your resources, with your money. Investing. That is a powerful way to think about life. Often people try to save time, save money. Instead of trying to save time, invest time more wisely. Same thing with money. We try to save money for something when we could be investing the money. To be able to help us have passive income, have multiples of income. So if I do something for Gary or for B. Randall or for Yves or for Veronica, if I do something for you, I'm making an investment. I'm making an investment in our relationship, which often will have a return at some point in the future. Not every single time, but more often than not, if my investment was value enough in you, You're gonna feel compelled to do something back. That's usually what ends up happening. So when you add enough value to enough people, when you invest in enough people, then you end up getting value. So for example, there's a guy, James, that works for me right now. I hired him. James, are you here? You wanna say hello to everyone real quick?
Hey guys.
James, how many days are you working at EveryAI? This is my 9th day. This is your 9th day. And so I'm investing in you, James, by paying you on an hourly basis to work for me. Am I right? Yes, that's correct. And you're investing in me by giving me your time, your effort, your energy, and your whole heart and soul that you're putting into the job, correct?
1,000%.
And I'm also investing in teaching you how to be able to have a conversation with people and build relationships, correct?
Can't imagine.
Yeah, it is.
On your 8th day yesterday, how many meetings with people that were interested in LinkedIn training and EvAI, how many meetings did you book yesterday on your 8th day? First day of calling, I booked 4. He booked with you. He booked 4 meetings. Now my question to you guys is, in the past week, how many qualified meetings have you booked? With people that are interested in doing business or referring business to you. And if you're not booking meetings, consensus, if the answer is not enough, you can write not enough in the chat. Then part of it's your mindset. So Karen said zero. Part of it's your mindset. Part of it is your skillset. Part of it is the actions that you're taking, whether the right actions and the wrong actions. But often when you don't have enough clients or enough meetings, it's usually because you're not making enough of an investment. Some guy came over to me and said, Joe, I want to build a $100 million business. I said, how much do you want to invest? He's like, I have no money. So his mindset in his head is he believes he has no money and he believes money's the only asset he has. You understand that?
Yeah.
He believes that he doesn't have enough resources. Write this word down. I have a lot of resources because your resources is your way to be resourceful. Write it down. I have a lot of resources as a mindset of like, wow, you have a lot of resources. Your resource is your network. Your resource is your creativity. Your resource is your idea, your access. You have access to things that a lot of people don't have access to. The fact that you have access to me here today is a resource. Am I right? That resource is valuable. So that means if you refer me a piece of business, I will pay you monthly for 3 years. That's a resource that you have that you can earn money off. So learning what your resources are and using your change in beliefs. And by the way, mindset is your thoughts. And your beliefs. That's what mindset is. Your thoughts and your beliefs, which end up becoming your habits and eventually your personality. But that's what your mindset is. If you want to get a growth mindset, you have to be able to grow in your thoughts and in your belief and in your habits. That's what you're changing it. So in terms of like inspecting your beliefs, if you haven't made $100,000 yet, in the past year, or if you didn't do it, if you're not on pace to make an extra $100,000 in profit, it's not too late to do that this year. And it's going to have to do with you changing actions, but actions can't change if you have a mindset that is not aligned with you making $100,000 in profit. Do you have a clear strategy or you need a strategy in the chat in terms of generating $100,000 in profit? You could let me know right now. Do you have a clear strategy? I have a strategy. It's written, or do you need a strategy? Means you need to write it or you need to optimize it to get to $100K in profit. Let me know in the chat right now, 'cause I'm gonna show you a strategy. Mike. Mark said, I have a strategy. Eve said, still foggy. Gary said, better strategy. You need a better strategy. Karen said, I have a strategy. Um, Annalisa said, I need one. I'm gonna show you something interesting I want you guys to try out today. I'm going to give you guys something very interesting to try out. But before we do that, I want to show you something. This is a 9-step strategy that I teach my clients to use. And by the way, I would love to see you guys have 9 different steps in your world, which is broken into 3 categories, which we call the networking system. That's what we call it. The first one is having a strategy. The second one is building your assets. And the third is taking action. So in your business, you need to have some visual like this that people can buy into for them to be able to use. First, you need a business plan, a marketing plan, and a LinkedIn plan. Then you need to figure out your target market. Then you need to figure out what to say to those people. Okay. That's the plan. That's the strategy. Define your plan, define who you're targeting, and figure out what you're going to say to those people. And we bake, bake it all down for you so you don't have to do it yourself. So I created a page. Let me see where the page is. I'm going to close this out here. I created a page, targetmarket.evi.ai.com. I'm going to go there right now. targetmarket.evi.ai.com. I want everyone just to take a minute and fill out that document. Fill it out. Add your LinkedIn URL, your email, your website. Press next, answer a few questions. It's only going to take 2 minutes. And this way I could understand what your goals are. And also we could understand who your ideal target market is. If you're having a hard time filling out that form, then it's going to be very hard for you to be able to get to your goal. A lot of the times optimizing your mindset is often around making sure that you fully understand Your strategy, because it's hard to optimize your mindset to take action if you don't have clarity. Clarity is one of the most important things that you can have in order for you to have a better mindset. Sometimes people need to journal more or write down more or talk more about their goals and what they want to achieve in order for them to have clarity, in order for them to improve their habits and their thoughts. You need to have clarity. Clarity is very important. So go ahead and fill out that, that targetmarket.evyai.com. If you're watching on other platforms like Facebook or Twitter, or you're on YouTube, just go to targetmarket.evyai.com and then go fill it out. Costs nothing to do. It's a resource that I developed yesterday morning. I got really excited because I was talking to the new Claude, which is a version of Mythos. And I was having a conversation with it and he said, the biggest reason why people don't achieve $100K in profit is because the part of their strategy they're missing is they don't have a very clear target market. They're trying to go after everyone. And if you're trying to go after everyone, you're going to be going after no one because that doesn't work. Going after everyone doesn't work. It never works. You have to be very, very specific. So if you go to targetmarket.evaai.com, you take a few minutes to fill it out. When you're done, when you're finished doing it, let me know that you're done. I see B. Randall started filling it out.
Okay.
I see a couple of you started figuring, filling it out. Let's see. 1, 2, 3, 4, 5, 6, 7, 8, 9 of you. 9 of you started the process. Love it. By the way, I see in the backend where, how many steps you took. Do you get what I'm saying? I see what you filled out and what you didn't fill out. So Brian, for example, I see filled out 3 steps so far. Isn't it cool that I could see in real time how many steps each person's taking and what they're writing, which is beautiful from my end so that I, me as your coach, I can actually coach you and I can guide you. So for example, Jason, he filled out all 9 steps. So I know exactly who he's targeting. Everything was done already. So I'm curious to know if you guys fill out all 9 steps. Let's see who the first person is that fills out all 9 steps.
Huh?
I will be notified as soon as you do it.
I'm sure there's a— I mean, it's not charging.
Jen, what is that? So that's the idea. Where's the doc? It's targetmarket.evi.ai. That's where it is, Harold. I put it in the chat for you. Okay, let's see what you guys filled out over here. It looks like some people are having progress. Brian's having a little bit more progress. He's moving to 5. B. Randall is also moving. I see his average client is $5K to $25K. I see he's looking for CEOs, B2B executives, enterprise. His best referral— best channels are referrals, LinkedIn, and speaking. Love that. I can see exactly what's going on. Keep going. Finish all the steps, guys. One of the things that I learned is that success is 80% mindset and 20% skill set. Because if you have the best skills in the world but you take zero action because your mindset is not optimized for action, You always want to take perfect action. So you end up procrastinating, or you end up avoiding doing the thing that you need to do because you don't have all the answers yet. You're not going to be getting closer to success. I just joined a new gym yesterday. I don't have all the perfect ways of doing everything, but I still went to the gym yesterday, and I went to the gym today because I want to get results. I'm going to be going to the gym at least 4 times a week for me to get results. I have a certain amount of weight I want to lose, certain amount of muscle I want to grow. My mindset is I just have to go do it. I have to be consistent. Did I want to do it? No. I'd rather just chill in my house and be on the computer and talk to you guys. But I decided to just do it anyway. By the way, Brian already finished his. Congratulations, Brian. I see exactly what he's looking to do, and he needs most help with his offer right now. If you guys want to see his dossier, he has a full dossier. Brian, can we show them your dossier? Can I share? I want to get permission from Brian.
Yeah, that's fine.
Okay.
Yep, go ahead.
So I'm pulling up Brian's dossier. I don't know if you guys could see my screen. In a minute, I'm going to share my screen and you'll be able to see his dossier. So his dossier right over here is— this is who he's hunting: a founder and CEO of a professional services firm in the United States between 11 and 200 employees. And then what I can do is I can hit generate his COI. And by the way, all you guys will be able to do this. And it'll go through his target market, his website, his offer, exactly what he's doing. And it'll make him a list of COIs. Now this also includes an AI operating instructions where it tells you who the person is, Who he helps, a snapshot, what he sells, how, uh, how I avoid those people, his tone, his top personas, his outreach rules, his positioning. So you can see his top centers of influence for Brian is a CPA or accounting firm, an M&A attorney, a business coach, ProVisors and H7 peer members. HR consultant, a insurance commercial insurance broker, an ERP consultant. I want you guys to think about this for just a minute while I go turn off the eggs so my house doesn't burn down.
Does that make sense, guys? The third one is it has to be fast speed to sale. Okay, I'm not gonna wait five months in order to make my.
That was fun, Jen. Thanks. I told Jen, I said, "I'm gonna go on this webinar, and I gotta turn the eggs off before the webinar." I should have put it. I should have put it on Alexa, not Jen. Anyway, you can see. That this is a valuable lead magnet, correct? Of what it does, completely free and open for you guys to use. So for those of you that are here right now and haven't yet done this lead magnet, I highly recommend that you go through it and do it. And I see most of you already finished it. The beauty is that you need to have something like this for your own business. By the way, does this make sense to have something like this for your own business that you can solve a problem for your ideal clients with something that helps collect their information in a meaningful way and helps you be able to deliver max value to them, to your ideal client? Put a dollar sign in the chat if you enjoyed going through this and you got value during this webinar so far. Put a dollar sign in the chat if you got value. Yves, it looks like you have a question. Go ahead.
Yeah, well, I, I would just add that looking at this, I was questioning myself about Sales Nav. I had issues with Apollo as well, so I think this is falling at the right time for me. So thanks.
Amazing. And this helps you— go ahead, B. Randall.
No, I apologize if you were answering Yves. I don't mean to interrupt.
No, you're good. You're good. He finished.
I'm okay. Thanks. It's your turn, Randall.
I appreciate it. Real quickly, Joe, on the dossier, on, um, where it says, um, Part C, the arsenal, and it says to generate with AI, and then at the bottom it says, um, paste this into Evie AI. Can you just walk through the series of events you want us to take?
Okay, so step number 1 is once you're really clear as to who you are and who you're targeting, then you can have the AI generate assets for you, like a networking blurb, help you find what associations you need, help you figure out what within Sales Navigator you need to be searching or within Apollo, figure out where you need to be hanging out, the watering hole list, like what podcasts you need to monitor, newsletters, communities, and voices that your persona follows. And then you can get Evvy AI chatbot prompts to help you engage and find your persona. So there are prompts that you'll get that you can chat with the Evvy AI chatbot. You'll get the Dream 100 starter list, DM angles, and a 7-day action plan along with an AI operating instruction. So what you need to do with this is you can log into Evvy AI and on the left you have a chatbot. You see there's a chatbot. And if we decide that you want to work with, say, CMOs in Detroit, you can simply say, find me CMOs in Detroit, Michigan that have a LinkedIn profile, an email address, and a cell phone number. And I press send and our agent will go off and research this, but our agent won't necessarily walk you through what you just went through. Do you see that it found all these CMOs? But if you're not sure who you're looking for, if you just say find me business owners, it's gonna show you 280 million business owners or whatever, you know? Mm-hmm. But if you're very, very clear who you wanna work with, the agent can go off and find you those people with their cell phone numbers and everything, which is really, which is really nice. Does that make sense?
So the, the, the prompt that's in the black callout box, it says, uh, paste this into Evvy AI to align The assistant with your target market. Can you just explain, should we literally be doing that?
You can. You can test it out. It's not 100% perfect, but I'm going to look at yours. So for example, yours is, I just pulled up your dossier. Your dossier is you're looking for Growth Gary, a CEO and founder of a $5 to $20 million professional services firm in the United States. And so I'm gonna go and click on the Evie AI chatbot prompt and just hit generate with AI just to kind of see what it generates. And then yes, I'll, technically speaking, what it puts in there is something that you could literally paste into Evie AI and it'll help you be able to find that specific, right, that specific person. That's the idea. Uh, thank you very much. It might, you might have to modify it a bit because it's not perfect. It's, again, I may, I built it yesterday, so it's still in beta. Um, I, I literally, you know, Gary knows what I did. I went into Replit and I gave it, I created a PRD inside Claude and I had to design the whole thing. And then I just went in and I built it using one of the tools that I teach how to build when with our AI Business Development Circle, we meet once a, once a month for 3 hours. Um, but you know, like literally for you, um, this is what your thing looks like. Like if I, if I, if I copy and paste this in, I need to find my ideal clients on LinkedIn. Help me build a targeted list of CEOs, title CEO, founder, VP of sales, companies 50 to 200, industries professional services, blah, blah, blah, blah, blah, buying signals. It tells you everything and then it pulls a list of people.
Yep. And Joe, real quickly, is this In addition to or instead of the Evvy AI strategy dashboard?
This is in addition to. So the strategy dashboard that we have, we have a strategy dashboard that helps you figure out your business plan, your marketing plan, your LinkedIn plan, helps you with your ICP and your COIs. This is, I created more as a lead magnet for anyone to go in there and create their dossier. So if I'm on a webinar and I want to capture everybody's information properly, like their email, their LinkedIn URL, their website, I can use this by delivering value to you, or you can send this to anybody. You could use this with your clients and walk them through it. And then this way it'll show them that I could deliver value and they might say, okay, well, I need all the value. I need all 9 steps. You know, I don't just need this one step. I need all 9 steps. And so for all 9 steps, I charge $10,000. For those that get the bundle, they get it for less than $5K for the year for right now that we have a deal going on with the bundle plus. And, you know, and if anybody here is interested in getting support to make an extra $100K a year, just write interested in the chat so that I know that you actually want support. And I'll know that you guys are interested in getting some extra support. I see Brian raised his hand and then Veronica raised her hand. So go ahead, Brian.
Thanks. I have a very strange market, right? So I have a very hard time describing to people outside of my industry what I do. And going through the dossier builder, it came out with stuff that's not quite what I need. Do I back up in the dossier builder and improve my answers to get closer to what I'm looking for? Or do I start over? How do you kind of retrain it?
Yeah, I would definitely back up if possible, and then basically give it a little more detail or within the dossier, You should be able to, let's say for example, you pull up your, uh, your dossier. Let me just see if, um, you should be able to either generate another persona.
Um, and then—
So you can do that?
Yep. So you, so if that persona's not a good persona, you could generate another one. Um, or what you can do is where the assets are, if the assets that are coming out are not correct, you can correct those assets by telling it to regenerate with your thoughts. So you can tell it what your thoughts are and then hit regenerate and it'll regenerate those assets based on your thoughts. That make sense?
Okay, cool. All right. Yes, it does. Thank you.
And I'll, and I'll have, I'll add editing availability to part B so that you can properly edit it. I haven't done that yet. I've talked to Replit about it. Let me just, um, go into my, into my system and kind of tell it to fix the system. But I, let me go to my projects. This is the one I created yesterday. So I told it to delete and edit the AI persona cards, you see? So I'm gonna hit build here and it's gonna go ahead and build that specific feature to be able to delete and edit AI personas. So you'll be able to go in and edit it. I started building it out and I realized, oh my God, I didn't finish it. And so I'm gonna go, I'm gonna go build it. But it's crazy how fast I'm building technology over here. And like changes cost me 20 cents, you see?
Yep. Yep.
And so it's gonna go there and then, and then I'm gonna deploy it.
Sorry, Joe, the, the generate another persona, um, link doesn't do anything right now. So you got a bug there somewhere, but I'll, um, back up in this and try some other stuff.
Okay. Yeah, but I'll, I'll have that fixed, um, shortly. Um, I'll, you'll refresh the page on your own persona thing and it'll say edit, edit persona in basically 5 minutes. Like this thing, it's building, it's building it out right now. So you see?
Yep.
So I'm just gonna hit deploy as soon as they build it out and then I'll deploy. Okay, Veronica, you have a question?
Yes. So I have like 2 things going on. For on one hand, I'm trying to look for a full-time role in customer success management. On the other hand, I'm trying to also start building a business for coaching for women going after divorce to help them get clarity and things like that. So right now my LinkedIn is totally focused on customer success management or account management. So how do I balance those things? Or, you know, even when I do the dossier, I think it's more targeting towards, uh, the kind of business people or who are targeting other businesses and things.
So I would say is you don't get clients from people looking at your LinkedIn profile. You might get a job from that, but you're not gonna get clients From that. So the dossier should be focused on where you want to get clients from. And then you could use the information that you get from your dossier outside of your LinkedIn profile to use Evvy AI to help you find those clients. Those are conversations you're going to have with people regardless of what your LinkedIn profile says. You're going to have conversations with people around that topic. So I would say create the dossier based on who you want to target, and then from there, move on. That's the idea.
Okay. All right. Thank you.
You're welcome. Eve, do you have a question? And by the way, B. Randall, you know what we added to Evie AI recently? I know you'll appreciate this. We added something called HubSpot integration. So you can send people directly to HubSpot now. So we have GoHighLevel and now we have HubSpot as well.
Thank you so much. That will help a lot. Thanks.
My pleasure. Go ahead, Yves.
The question is, I'm looking at the results from Part B. It says who you're hunting. It gives a name of like an ICP. Where does that name come from?
Oh, it's made up. It's totally made up.
Because something as strange as that, you know, I used AI to build my ICP.
Yeah.
And it came out to the exact same— well, I chose the name, but now it's popping up on, on this, and I'm kind of worrying that everything I've done using AI is now up for public consumption.
Yeah, it's not up for public consumption. It's just it randomly picked a name, and it picked a name for a reason.
It's—
nothing's random, but related to who you want. That's usually It's usually the name they pick, probably.
Okay.
Where great minds get together.
Yeah. Mark says, will the information in the dossier automatically get added to the bundle I have? It doesn't automatically get saved there, but you can copy and paste it in. For example, if you find a part of it that you like for a persona, you can easily add it in yourself. No problem. Okay. So I want to, I want to tell you guys a little bit about more about the idea of mindset. And, you know, some people have a very hard time learning about different things. The best way to learn is to do. That's the best way to learn. So if you're not comfortable making calls, it's very important for you to make calls in order for you to get the results that you want. Here's another example of how you can find your target market. Once you're very clear on who your target market is, like for example, Does anybody have a super clear target market? Like for, let's say for example, Harold, let me look at Harold's target market in a very specific area. So he's targeting SaaS, technology and financial services, insurance. So let's say you're targeting insurance brokers. Okay, so check this out. We're actually developing something new. that allows you to search through Google Maps. So right in here, you can click on Local Business Finder. I'm going to type in insurance broker. I'm going to pull up Harold's LinkedIn just to kind of see where Harold is located. By the way, Harold, I noticed you don't have a photo of yourself on your LinkedIn profile. I highly recommend adding a photo because imagine walking into a networking event With a bag over your head with your logo on it. That's what it's like not having a photo on LinkedIn, just FYI.
Yeah, it's, it's on one of my thousand to-do lists of things to get done.
Well, we can get it done right now. I can show you how to use Evvy AI to create a photo of yourself in a few seconds. Um, so if you do want to get a photo of yourself, what I'm going to do is I'm going to look, I'm going to look for a photo of you online. There'll probably be a photo of you online somewhere. I'm going to click on images. Um, are any of these you?
No, I had a, I had a wedding on, um, the weekend.
I have a picture.
I could get it up there right away.
Gimme a couple of minutes.
Okay. So Evie AI allows you to be able to take a photo and then turn it into any other photo you want with our image generator. You see this photo that I generated today? This came from a prompt that says, create a split image and one side have me working on a computer with a professional suit on. On the other side, have me working out at Orange Theory with an orange background, lifting weights. And write self—
That could be good.
I could—
Yeah.
So you can—
One with a suit and one with me at the spinning class.
Exactly. Exactly. And then you can write a post about it on LinkedIn. So for you, so check this out. What I'm gonna do is I'm gonna pull up Evie AI and I'm gonna open up your profile that's already saved with all your contact information here. You see? It has all your information from LinkedIn. And then I'm going to deploy an agent to start researching you all over the internet to tell me information about you that I can use. I love having my little AI agents research you all over the internet. It's extracting all your information. And then what I can do is I can figure out what location you ideally want clients, probably in Montreal. So if you want all the insurance brokers in Montreal, Canada, and I press search, this is going to make me a list of the 200 insurance brokers in Google Maps around Montreal, Canada, with their phone numbers and often with their website and their, all their information. So this is going to kind of go ahead and find me all that information. Do you see the way that all your information was pulled in here? Institutional investors, AI infrastructures, data. These are the people that you want. Give me 10 different target markets that specifically I'd be able to find that he would want to work with inside Google Maps. So tell me the keyword and tell me the location. That's a good one. I really liked that prompt. Okay. Data center operators. So type in data center and then Toronto, Ontario. Commercial real estate developers, commercial real estate developer, Montreal, Quebec. Electrical contractor, infrastructure projects, industrial electrical contractor in Toronto, Ontario. Do you see that? Renewable energy developer, renewable energy company in Calgary, Alberta. So this is gold for you right here. These are all gold. And then with our new system that we have here, it'll find all the businesses in Google Maps you can do business with. Most of them don't have websites, which is a great opportunity for web designers like Rand— V Randall to call these and ask them if they want a website. But for those of the, for those that do have a website, like for example, Accent Assurance, you click on enrich with Evvy AI, and then Evvy AI will look to tell you all the people that work at the company with their email and cell phone number. Did you realize what we just did, B. Randall? We can't hear you because you're muted, but—
I just missed where the location tab was.
The location, specifically the Local Business Finder.
Excuse me, the Local Business Finder. Yeah.
I'll put the link in the chat for you so you can have it. It's in my beta website.
I see. Okay.
It's not built into Evvy AI yet, but it integrates, it integrates with Evvy AI because if you find a business you like, you can push find them in Evvy AI and Evvy AI will tell you who works there if there's a website.
Okay. Thank you.
If there isn't a website, you have all their phone numbers there that you could just call. You can add them to Evvy AI and call them. We're going to have this entire Google Maps thing built into Evvy AI soon, but you know me, I work a lot faster than my developers. So I'm building out, as soon as I think of something, I build it out. And if I need to fix it, I fix it with my agents. And that's kind of like how I operate, you know what I mean? And so my developers can't keep up with me. Um, and so I'm constantly, you know, right now I'm gonna republish the thing for Brian. So that kind of works. Um, Harold, did you see what I did over there?
Yeah, really, it goes very quickly to the selection and pulls out a lot of the, a lot of the, you know, the targets really quickly.
Kishore said, do you sleep? Yes, I sleep. I slept 8 hours last night. It was very nice. I was exhausted when I came home. And then I saw my daughter in the kitchen and I said, you know what, let's go out for dinner. Because I came home from the gym and I was so tired, so sore. And I said, you know what, let's go out for dinner. We went out for dinner, we had a great time. And then when I got home, I just got conked out. And then I woke up this morning and I went back into the gym and I went for it again. And now I'm doing this. And then as soon as I'm done here, I'm going to run upstairs, get dressed, go to a networking event in Manhattan. And then I'm going to do another class right after that. So I am very excited about having all of you here and supporting you. But in order for you to get the help that you need, we need to work together. That means you need to have the right strategy. You need to not try to figure it out yourself, but work with us. Let us support you for an entire year to hold your hand, to help you get where you want to go. That's why we're here. So Harold and Mark and everybody else that's here, Veronica, Sanket, Brian, Jacob. If you guys need additional help, we're here to help you and support you. We are going to meet again at 12 Eastern. I'm not going to be on that call, but the team's going to be there at eviai.com/success. You're welcome to join. And for those of you that want to learn about the Bundle Plus, just so you know, Evie AI, we have 2 options when it comes to, um, this is for your network. We have 2 options when it comes to Evie AI. We have the monthly and we have the annual. For the monthly, we have premium. It's $29. For the annual and for the pro, it's $497 a month. That's the price of Evie AI Pro. Okay. So again, so premium is $29 a month. Pro is $497 a month. Now, if you buy the Bundle Plus, you get the entire year for just $5K. But what that includes— our strategy, our tools, our community, our accountability, our support— and we throw in 4 extra licenses for your team or for your centers of influence. So you get a total of 5 licenses for $5K. Wow. So you're getting a really, really good deal. Our goal is to just give this away to a select group of people that are interested in this. And it includes unlimited access to our Evvy AI agent, includes unlimited access to our 280 million contact database and everything else. And we'll literally hold your hand for a year. We meet every day, twice a day, Monday through Friday. And this also includes our Evergreen Networking System, which is our $10,000 training program. where we create your business plan, your marketing plan, your LinkedIn plan. We help you with your ICP. We help you create your promise. We help you develop your story. We help you with your offer. We help you optimize your profile. We basically break everything down for you so you don't have to worry and do it yourself. And that's where we're at right now. If you wanna learn more about that, you can go to thebundleplus.com. We also have a generous affiliate program for those of you that are current clients. So now that our prices are where they are, it becomes very lucrative for you to refer business. You already get the value from this. Now bring more people in so they get the value too, and you'll benefit financially as well. If there's anything else I can do to add value to your life, I'm here for you. Thank you very much. I appreciate it. If you guys enjoyed the targetmarket.evi.ai.com solution that I created, Let me know that you loved it in the chat. You can let me know how much you loved it. And by the way, Brian, I'm gonna go ahead and change your target market now. I'm gonna refresh. I'm gonna show you how I change your target market. I'm gonna share my screen and show you the technology that I actually made a change just for you. So you see over here, it says edit target market. So we can literally edit the whole thing. We can describe the edit.
Oh, cool.
And you can edit it right now, or you can create a new one, or you can actually delete this one.
Oh, beautiful. Okay. Yeah, that's perfect.
Um, so if you want to edit it, just press edit, tell it what you want to change and regenerate with changes.
Yep.
There it is. I refreshed it. It's all there. So I had gone back and back through and created Visionary Val. That's closer to what I want. So I'm just going to delete this first one.
Perfect.
Perfect.
Perfect. And if you want to change any parts of it, you can go ahead and change any parts of it. But do you see how fast I made those edits to this, uh, to the dossier, guys? Pretty cool that I was able to do that so quick with an agent doing it. I used to have to pay a developer and wait 6 months. Now my developer is an agent. Okay, Yves, you have a question?
Yeah, it's, uh, Well, what's, uh, well, in, in the, the, the different steps, there was a step, like I said, about Apollo, but having this 280 million people in the database with Heavy AI, I don't need Apollo anymore, would I?
You technically don't need Apollo, but there are things that Apollo can do that are interesting. Uh, but you technically, we have the same data as Apollo that, you know, I, I bet we basically have 280 million records. They have 280 million as well. Um, so technically you don't need their tool. There are things that you can do with Apollo. I'll give you an example of something that you can do with Apollo that we don't have. Um, so if I go into—
Like getting a CSV or something like that.
Yeah. Like for example, right now I'm going to go into Apollo. I'm going to log in. If I go into financial advisors with 12 years plus history and I click on this, Um, I'm actually going to clear all the filters here, and then I'm going to click on CSV import, and I'm going to click on financial advisors. It shows me all these financial advisors. You see, now I just uploaded their name and their company name. I didn't upload their LinkedIn URL or anything like that. But if I want, I can go in here, do select all, all 5,000, press apply, and then I can say export it. And export all emails, export verified emails only. I'm just going to do export all emails. I'm going to press export and it's going to export those 5,000 people. Now I only uploaded their first name, last name, and company name. That's the only thing I uploaded. What I expect to get back is their first name, company name, and their LinkedIn URL, their location, how many employees they have, everything about them. That's what I expect to get back.
Yeah.
I don't know that I'm gonna get all that back, but I'm gonna click on more filters here. Look how many filters they have over here. So I can see people that have a certain funding, certain flows. They have a lot of, they have a lot of features over here. Um, people that were founded on a certain year, people that have a certain work URL or in a certain time zone, you see? They have a lot of really cool features here that a lot of people have not explored.
Yeah. Okay.
But I would say, yeah, I mean, it depends on what you're gonna use it for. You could get a very inexpensive version of Apollo to just to have, but if you're not using it, definitely you don't need it. But if you're using it, definitely use it. That's what I would say. Does that make sense?
Okay.
Thanks.
Yeah. Thank you.
We're also gonna eventually integrate Apollo into Evie AI as well. Um, so Kishore, you can access the— if you, you have the bundle, Kishore, so all you got to do is there's 2 ways to access these records. You can access it by clicking on Network and clicking on Find Prospects, and you can type in any domain, put in any email, put in any phone number, a LinkedIn URL, or you can do click on Show Filters and you can use any of these filters. You see See that?
Okay.
I like using Evie AI more than Apollo. I use it every single day. So I get a phone number. You can't put in a phone number into Apollo. With Evie AI, you could put a phone number and it'll tell you who the person is or an email or a name or a company or a domain name or whatever. You can't do that with Apollo. So there's a lot of things that we have that Apollo doesn't have. And there are things that Apollo has that we don't have. It really depends on what you're trying to accomplish. But a lot of people have stopped paying for Apollo and started using us because we're a lot more affordable. And you get, basically get unlimited AI research on everyone. So if you have a list of 1,000 people, you can do AI research.
So I click on network and then I click on—
You click on network and then you click on find prospects on the top right corner. Oh, there.
Sorry, I missed that button.
Yep. Then you click on show filter. But if you don't want to use the filters, you can use the chatbot and the chatbot will search through the filters. For example, you might say, find me financial advisors in Brooklyn, New York. And then it'll— you press search. It'll actually fill in all the fields and show you the results of the fields. Get it? Do you see the way it filled in all the fields? Title, financial advisor, location, New York, database. You see?
Okay.
And then it pulled up 174 financial advisors in Brooklyn, New York.
And can this be downloaded?
Yes, you can actually save them. If you click on this, you can press save and then you can export it to GoHighLevel or HubSpot and download it from there. Absolutely.
Okay. I can't download it all together in one CSV file.
Can I do that?
Not directly from the chatbot over here, but there are ways to do that. Definitely. What type of list are you looking to download?
Um, HVAC companies, med spas.
Yeah, we could definitely, we could definitely help you find it. We could definitely help you do that. If you want to do that, you could use, um, this beta tool that I have here, and when you press export CSV, it'll download all the HVAC. So where do you want HVAC companies?
Um, let's just say the Philly area. That's where I'm at.
Okay, med spa, Philadelphia, Pennsylvania, right?
Correct.
I press search, it's going to pull up the 200 med spas there, and then you'll have a CSV export there. Do you get what I'm saying?
I do.
So I'm pulling the list for you so you don't have to do it yourself, and then I'll grab the, the CSV for you. But yeah, it's really easy to be able to do that, and then you can import into wherever.
So using this would bypass me having to— because I was looking into Apollo.
But yeah, but I need to— Yeah, right here. All the med spas are here. You see, we have 158 med spas in Philadelphia. I'm going to download it and I'm going to drop it into, into Zoom for you. Boom, you have it.
Does that include their email addresses as well?
The email addresses are within Evie AI. So if you want to enrich them with their emails, you can press find them in Evie AI and Evie AI will check to see if we actually have that med spa Inside our system. If we don't have that med spa, you know, you have to find out who the people are that work there. You know what I mean? So you can check these within Evie AI. And then let's say Victoria, the director of medical med spa services, you check off her name, you press save, and then often her email address will be there. Not every single time, but it's likely that if I click on this, I get an email and a cell phone number. You see? Right.
Okay.
So you would be playing with this now?
Yeah.
Sorry, go on.
No, I was saying you have the domains, so you could search the domains in Avi.ai. This link automatically pulls up the domain within Avi.ai.
And this is under local business finder.
Local business finder. Okay. Yeah. Yeah. 100%. Okay. Any other questions that anybody else has? Yves, go ahead. Yves, you have a question? You're muted, Yves. And if anybody else has any other questions, feel free to ask us. Mark Chin says, do I still need Sales Navigator? You don't need it, but if you have it, you get more features. That's the idea. So there's tons of features that you can— sorry, go ahead.
I was looking for my microphone. So I don't get the HubSpot integration in the extension, so I have to reinstall it probably?
No, so you can come to office hours and we'll teach you how to do it. But if you go to the settings on the top left corner of HeavyAI, when you log into HeavyAI, you'll see something that says integrations, then it'll say HubSpot, and there's clear instructions there that I used. To figure out how to do it this morning. So, you know, if you can't figure it out, just come to office hours at 12 or at 7, and we'll walk you through it step by step. But I just tried it and it worked perfectly for me.
Okay. Thanks. I'll try it tonight.
Yeah.
And the instructions are right there. It says to create a service, to get the service ID, paste it in, and then it's integrated and you're done.
Perfect.
My pleasure. Thank you so much for being here. Thank you everyone for joining us here today. I really appreciate all of you very, very much. And it means the world that you guys come to these sessions to learn how to be able to leverage artificial intelligence, optimize your mindset, take your life and your business to a whole new level. Because when you have the right mindset, the right skillset, the right network, the right technology, that's when you can start getting results in your life. So let me quickly just show you what the CSV export looks like. I'm going to go to sheets.new real quick. Mark says, where should I start with the bundle for the education? I got a ton of emails and I'm not sure where to start. Just come to office hours at 12:00 PM and we'll teach you exactly where to start. Come to that Zoom meeting at evviai.com/success and we'll walk you through step by step exactly what to do. You should already have an onboarding, but if you're not, if you didn't get the onboarding yet, just come there and we'll schedule an onboarding for you. I'm going to do replace spreadsheet over here. I'm going to press import data. And we're going to see what data gets pulled. So I have 5,000 people. Remember, I just uploaded their email and cell, but look how many LinkedIn URLs I have. You see, I have 1,669 LinkedIn URLs of the 5,000 financial advisors that I pulled. I got 1,600 LinkedIn URLs. You see, all I did was put name and all I did was I put name and whatchamacallit, first name, last name, and I got tons of information about these people, which is nice. I'm going to say New York financial. Advisors with 12+ years experience. Okay. So these are New York financial advisors with 12+ years experience. Um, you could see here 12+ years experience, and over here I can filter for all their LinkedIn URLs. So what I'm going to do is I'm going to click on this. I'm going to click on the filter button here. I'm going to remove the blanks. And now I just have the people that have Their LinkedIn URLs right here, you see? So any of these people I can research and build a relationship with, with Evie AI. So that's one of the benefits of Apollo, that it'll give me the LinkedIn URLs of thousands and thousands of people just by uploading a list of first name, last name, email, first name, last name, whatever. So I can also have an agent go through this now and identify of these 1,300, which are the top 100 that are posting the most on LinkedIn? Instead of me opening them one at a time, I can create a spider that goes through and does this whole thing for me. But I first need to have the LinkedIn URLs. And you know, the fastest way to get LinkedIn URL for me was using that tool. Yves, do you get why I used it now? Goldman Sachs.
Yes, Joe. Thanks.
Awesome.
All right, well, what's the spider you were talking about? You said I use a spider to go through.
I just create my own. I create my own spider. So there isn't a specific spider that I use. I just create my own and I use the tools that I teach inside our AI Business Development Circle. For those of you that want to come to the next circle, it's Evergreen. Evergreen.com. That's okay. Evergreen.com/AICircle. I just put the link in the chat. Those of you can go there, you could see a 3-hour example class on there. And if you wanna sign up, there's a monthly fee to be part of our class. And you guys are welcome to join that thing. Gary's part of it. Gary gets a lot of value by being there. And we have dozens of other people that are part of it. And most of the people that sign into it, that buy it, They buy it for the replays because we have the past 3 years we've been doing this training and we have 3 hours per month for 3 years. So you can go through there and watch all the replays of the previous sessions to learn how to create lead magnets and books and build websites and create AI avatars and clone yourself and create all types of interesting things. All right. Well, this concludes our session. Thank you for being here. Appreciate all of
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