ChatGPT and AI for Roofers: Navigating the Tools and Practical Applications | RBP Full Course

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Welcome in, everybody. I appreciate you all being here. I was literally putting the last finishing touches on this thing the very last minute, so I have to set up my screen still. You guys might see some weird stuff on the screen while I'm trying to get this thing built out. I should. Oh, there we go. Should look a little better now. All right, welcome in. I appreciate everybody being here. This one is super cool. Like, this is the. The first time we're doing a course on a Saturday. So I don't. I don't know how this is going to work, right? Like, I don't know if we're gonna get a lot of people in here, if we're gonna get a few people, if people are gonna st. People are going to pay attention because you guys got other stuff going on. But to me, this one is really exciting because, I mean, let's. Let's. Let's face it. It's AI. It's super cool. Everybody's very interested in this right now. I will be clear, right? The goal of the RVP courses is to actually help business owners according to our consulting methodology, which is, you know, this is what we train the whole company on, which is to first look at your business and remove the constraint. If you're trying to run and you can't run fast enough, it's not your process. Like, it's not your gate, it's not your shoes. It's if there's a rubber band tying your legs together, it's the constraint, it's the rubber band. So we got to cut the rubber band first. Then we say, okay, once we've removed the constraint and our jobs as CEOs, is to get more customers, make them worth more, and de risk the business from this happening in perpetuity forever. Right? And the way that we look at that is find, get the data on what's working and do more of it. And then once we hit that asymptote to where we get a decreasing return from effort, then more is no longer working. So then we have to try and do what we know is working, that we've done more of. Now we have to try and find a way to do it better. Only then if more and better stop working, then we have to think of new. And the way that we run it as a company is when we're looking at something new, we measure and easy to do with a big impact, hard to do with a big impact, easy to do a little impact, and don't do things that are hard to do that have minimal impact. Usually if you have removed the constraints, worked on the more worked on, the better, then looked at the new, gone through the easy, then gone through the the hard thing, that has a little impact. By the time you get to doing things that are hard, that have minimal impact, you will probably have identified another constraint and you start the cycle over again. And that's how we consult businesses over and over and over again. AI is not necessarily always the answer, but everybody's very interested in this kind of stuff and I want to make sure that I give you guys a great resource. So we're actually going to be doing five courses on this, so make sure to let us know questions, comments and stuff like that. We'll get into that. But it is super, super important to me that you don't have the crypto bro content, you know, doom loop of the bottomless pit of guys on YouTube that, you know, want to promise you how to make $10,000 a day with AI. Just sign up and subscribe for more crap. So I wanted to put out something that was specific for roofers by a guy who loves AI as well. So. Well, before we get started, I want to introduce Bettina and so you guys know who she is and essentially get her introduced and letting know what she can do for you while you're here.

Hello, folks, my name is Bettina. I work here at RBPM Marketing Operations. I'll be moderating the chat for today, so I'm going to first tell you guys how to submit your question. So we do have a Q and A box at the bottom of your zoom. So if you guys, as Adam is talking, if you guys, any questions that pop up in your head, just submit on the Q and A box and we're going to save them towards the end of it when Q and A starts. And if you guys have any comments that you want to chat between each other or submit it to me or for Adam just to comment towards the end, just submit those in the chat box. Also, if you guys have any difficulties or any questions towards previous courses that we had or upcoming courses, just also submit those in the chat box and I'll be able to help you guys throughout the course.

Awesome. Yeah, Bettina has been an absolute Blessing. We ran 22 hours of these last month and she has been indispensable. All in all, I lost count, but it took about 150 hours worth of effort for us to get everything done to make it so that you all could have access to this. So it was a huge team effort. It's not all Me. And so it's really great to have Bettina here to help. And so, you know, if, if anybody here has been in, in our courses before and Ed Patina has helped you throw some love in the chat, I want to talk more about or always want to give the bottom line up front. So if you're new here, I always like to give the bottom line up front what you should stick around for. So remember, more businesses die of indigestion than starvation. AI is a tool that can create leverage over your time or your people's time. And you will not lose your job because AI, and this is a statement that's been said a zillion times, I didn't come up with it, but you will lose ground to have people who know how to use AI. And so, like everything, right, it is, it is a tool. And the tool does not matter as much as the process in which you use that tool, which is why we're going to teach you a good process for using it. But again, if you come here and learn, but don't adopt it, if you don't bring it into your business, then it doesn't change because adoption is everything. And so the biggest factor about coming to these courses is that your intention is to learn and to the definition of learning is to be exposed to the same challenge or circumstance and have a different response, to create a different outcome. And I know that it's Saturday and I know that you guys have stuff going on in your lives. So we, if you're coming here to learn, then you have to reduce the opportunity for distractions to take you off path. So turn off the phones, close the door, ask people to give you an hour. We're going to have Q and A at the end. So don't try and seek to memorize, seek to understand. And in every one of these sessions, questions, I always say, you're here, you had the intention to be here. You showed up. There's a lot of people in this room, and you probably have something that you want to get out of AI, you have something that you're curious about, you have something that has caused you to not take the first steps, or there's something that has frustrated you about your journey with AI. And because I'm doing five of these courses, I want to make sure that I can cater the content to that. So if you feel comfortable, right, if you're not scared of the pe other people in the room, I encourage you to do what we always do, which is we take 30 awkward seconds to set our Intentions, you can share that publicly in the chat, write it down, text it to yourself, but we're gonna have 30 awkward seconds where you can share or at least contemplate your intentions for why you were here, because it'll get your mind aligned with that goal as you see the content. So 30 awkward seconds starting now. Foreign. Thank you very much, everybody. I appreciate those of you who are sharing in the chat. We're definitely going to review that and try and see how we can make sure we address that content in our second, third, fourth and fifth AI courses that we're going to be running. So the next thing is there's some people in the room that names I don't recognize. So for those of you who don't know who I am, my goal is to use these free courses as a way to prevent you from having another year of almost. We are about to go into 2024. You're probably looking at what you intended to do this year and what you actually got done, and you kind of will wash it up as man, we almost hit that goal. We almost accomplished that. We almost did this. So don't have another year of almost. These courses are designed specifically to help with that because I know every day I look in the roofing Facebook groups and all I see is people asking questions and then half the answers are biased, a third of them are just wrong, some of them are right, and none of them have any context because they answer without asking additional questions. And so I wanted to change a little bit of the script in the roofing industry to if I have a question, is RBP running a course on that? Because we're doing these for free, you might as well come learn. But of course, there's all kinds of advice out there. You go on TikTok and you got 21 year old kids giving financial advice. Now, they could say the exact same thing as Warren Buffett, but the problem is that kid didn't go through the challenge and the work of building Berkshire Hathaway first. And you, as a business owner in a busy world, are trying to reduce the cognitive load required for you to get advice that you trust. And so I'm not doing this to brag. I'm doing this to just say, hey, if you're looking for why you should listen to me, I'll just maybe give you something that might help you that will address what I've done and why I care. So in for about six and a half years now, we've been helping roofing companies. We start as a Facebook ad Agency. Then we were a Facebook school. And then we. And then we started to get companies too many leads. Back when Facebook ads were super easy. I'm not saying I'm that good. I was just early. But they would say, we want to cancel because we're getting too many leads. I would ask why. They would tell me their problems. I would say, how do you run your business? And they would show me whiteboards and post it notes and job folders and check checklists and pieces of paper everywhere. And I said, and again, this is like before company camp. So I was like, well, how do you. What kind of CRM do you have? And they would show me what they have. And it was basically an address book with a calendar. And I said, oh, well, that's the problem. Let me help you build your CRM. And so in the wintertime, when I live way up here in northern Canada, I would every winter come down and help roofing companies. And then when Covid hit and this socialist lockdown country up here north of your border turned life into hell, I decided to, with my wife, that we would drive to California. We implemented a CRM in. In. In Hawaii. Spent three months rolling out what we called the amoeba, which is. Which we found out later was called inside outside sales, but it was a code name. And then it did so well. I told my wife, what if instead of going back to Canada, I think we could just do this full time and I could. We could drive across the country. So my wife and my dog and myself drove along the country, all over the place, implementing sumo quotes and hubspots for two years, spending a month at a time in these roofing companies. And then we continued to help these businesses after the fact through consulting. And I learned a few things along the way, because when you rip apart the central nervous system of a highly successful company, you happen to pick up a lot of what makes that thing work. And then it adds to the collective hive brain of what we were doing. And I had to do it this way because I didn't like the idea of how most people operate when there's a gold rush going on. And roofing is a bit of a gold rush right now. Private equity knows it. That's why they're rushing in. But in the actual gold rush, the people who got rich were not the people out mining for gold. They got rich sometimes, but by and large, the majority of them got poor. The people who got rich consistently were the people in town selling and servicing the people who were trying to go make their money. In the Gold Rush. And I couldn't do that. I was scared of ending up on a Dimitri scam video. I just didn't feel right. Maybe it's. I'm an overly polite Canadian, but I wanted to both sell the tool and enjoy the thrill of hunting for gold with my customers. And I built a company called, called RBP Consulting, full of people who believe in making work more rewarding and engineering a better customer experience. And so that's really why who I am, what I'm about, why I do it. So if you're. If that helps you, then great. If not, I'm sorry. But you might learn a cool few cool tips about chat GPT along the way. So to kind of get a baseline who has not heard of OpenAI. So if you don't know what chat GPT is, just put a one in the chat. Just so I know what, like where we're at. If. If you know what open AI is, put a 2 in the chat. So I can just see a stream of ones and a stream of twos and try and get a figure on who's at least heard of this thing. Okay. I'm glad that nobody has been living under this space rock on the moon. I haven't seen a single one yet. So thank you very much. Appreciate the engagement. This works when people engage, so really appreciate it. Funny. All right, so now what? This course is not going to be about. This is not going to be a course about making an app that'll make you $10,000 a day in 30 days with no coding experience. This is also not going to be about blogging and SEO because there's so much content about that. Yes, it can be done for that, but it's not about that. And it's also not about how I can make images. Even though, yes, I put my little. I have this little graphic that I made called Made with AI, and I basically put that on anything I make with AI, just so people don't think I drew it or stole it. But I did make that image with AI, but it's. This isn't about that because that stuff is readily available. I want to first talk about what people get wrong with how they think about AI, because there's some things that AI can do really, really, really well by itself. And there's things where it needs a lot of work. And so there's actually five stages to making pretty much anything. Right. And so they don't bring AI into or they do not invest in the ideation phase of what they're Looking to do so if you're wanting. Yes, AI can compose a blog post, right? Composition. AI is well known for being able to do that. It can blast out text in no time. Flatten. Problem is the content sucks, right? So you need an idea, right? You, you need to have some kind of idea as to what you want to actually put out there that could help people. And then you have to do research on it. And yes, AI can help you. It can give you a list of 20 blog posts so you can get ideas, but then you have to do research. And yes, it can help you with research, but you have to go through that phase because if you just show up and say, write a blog post about roofing, it's going to suck, right? Then yes, you can use AI prompts to compose a lot of content really, really fast. However, it's not ready to go and perfect for human consumption. At that point, you still have to have a refinement and editing phase where you refine the content, you edit the content, where you can add images, supporting facts, illustrations, infographics, references, right? And then finally distribution. You have to distribute that content effectively because if you just post it and expect it to do all the work, it's not going to happen. And so for those of you who are just interested in making it, write blogs and stuff, you can just do so much better. If you remember the five stages of making a thing, which is ideation, research, composition, refining and editing and distribution. Now, when it comes to getting AI to do even better stuff, right? So actually getting it to help you in your business, the first step is to give it a role, right? So you can, when you're starting your prompt in AI and I want to do some demonstration stuff later when people ask questions, but you can give it a personality. So you can say, be like Joe Rogan, be like Jordan, Jordan Peterson, be my. Be like Jocko Willink, be like whoever, right? And you can give it a job to do. So you can say you are a master sales rep, you are a marketing manager, you are a pricing engineer, you are a master of business administration. So you can give it a job. You can also give it a style, right? Where this kind of goes into like, you can say, I want something funny or I want something prophetic or, or I want something factual, or I want something that's kind of, I'm trying to think of the word, but you know, when it's kind of like artistic, right? You can give it a profession, right? So you can say you, you can give it kind of like Giving a job to do. You see, you can say, you are a accountant tasked with doing this job, right? Such as analyzing my P and L, right? You can also give it a perspective. So you can say, take the perspective of a. A homeowner, right? Answer this question through the lens of a child, right? So you can give it a perspective. And so this is how you, when you're in Chat GPT, you add this to your prompt to make it better. You can also format the output of what you get so you can ask it for lists, you can ask it for a table. So you can say, give me a. I'll show you this later. But you can ask to say, give me a table of the different shingle brands and their product lines in a table and it'll go. It'll create actual table that you can look at to make information easier to digest. You can get it to export a CSV, right? You can with Chat GPT, you can get it to make an image and then you can also tell it to like write a letter. Like, you can tell it to put this in the form of a letter so you can tell it to format what you want so you can give it a job to take a perspective, assign it a profession, ask it to do something in a style with a personality. And then you can get it to give you the out. You can tell it. And I want the output to be a letter. I want the output to be a table, right? You can also get it to generate a list of TO dos. You can say, take this article and give me a list of TO dos to do this right? You are an accountant. Here's an article that says, these are the 12. These are the things that I need to do in my monthly reporting schedule. Give me a list of to DOS from this article through the lens of an accountant, right? You could say from an email, take this email and rip out the TO DOS or these meeting notes or this video recording, you can get it transcribed and then tell it to give me the to DOS from this recording. Or you can have the audio for recording from Attraction meeting and say, give me my list of TO DOS from Traction. Or you can send your mom's latest text message citing your failure as a son and say, give me my to DOS to make sure I can make my mom happy. And then you can also use it to prompt you for follow up. All right? And so what this means is you can say when I'm done. When you're done giving me the response, I want you to prompt me with the Five questions that a reporter or a salesperson or a homeowner might follow up with. So you can have mock sales training where you can get it to prompt you with objections. So you can actually train the AI assistant to pretend to be a customer that is difficult. And come up with objections and then get it to grade your responses. So there is so much. Right. That this thing can do. But I hope that by this you're starting to see that it's in how you engineer the prompts, right? So all the AI bros on the Internet will call it prompt engineering. And that's really what it is. You have to just get better at doing the prompt. And so with these tips from earlier, you can start to ask, ask that to make it so that you get better outputs because you have better inputs. And you can also say, explain this to me like I'm a fifth grader. I like that. Because, you know, if you go and look at your 5th or 6th or 8th graders math and you try and remember sohcahtoa or bedmas or a lot of these concepts that they taught us in school, we don't remember it right. They have those TV shows like Am I Smarter Than a 5th Grader? Stuff like that. You know, sometimes we need to have things explained to us and broken down. And so just the other day I did a course on how to price our roofing services and I was trying to break down the complex thoughts and make it simpler. So I kind of was going through and prompting it and I said, explain this. How would you explain this to a fifth grader? So that's understandable. I'm not sending, this is for roofers only, so don't get bent out of shape. I would do this for anybody, right? I do this for consultants who work here as I explain this concept to a fifth grader. And so when I asked it to break down how to price your roofing services, it told me an analogy using a lemonade stand. And it basically related that pricing based on what I gave it for information about the roofing industry. It said, you could explain this like a lemonade stand. And so then I did a whole course on how to price roofing services. This is one of the slides. And I then got AI to generate the images for each slide to make my point. So in this case is what the ingredients are, just like the materials. And so I gave a really simple explanation about how to price roofing services through the lens of starting a lemonade stand. And it can be really great for that. But again, it comes down to the prompting. So another lesson on prompting is being concise, right? So you want to be concise in your words because. And you can even get it to help you design a prompt. So you can actually ask it to help you design a prompt and then use the prompt. But you want to be very concise about what data points it is using or what data points you want back, right? So you can say, read this P and L statement and it will read it and it might tell you what you want to know. Or you can say, read this P L and tell me what my gross profit is, or tell me what my total cost of sales and marketing is, or tell me what my total cost of office administrative cost is.

Is.

Or tell me all my automated automotive costs are as a percentage of my revenue. So you can say, what is the format of the answer? So as a percentage of revenue. And you can tell it what data points you want, which means you want to avoid filler words. You don't need to talk to AI like you talk to a human. You wouldn't add an or, an or a duh, right? So you avoid filler words and just be very concise about what you want and explaining the why behind what you're doing. So if you, sorry, say you are a master, a master sales objection overcomer, right? And you are tasked with teaching a sales rep how to overcome the I need to talk to my wife objection. I want you to look at this through the lens of this person is unempowered and needs to be empowered. And the reason the why of doing this is I want to be able to go into a sales presentation and be able to present five ways to overcome this to a bunch of new sales reps who have the perspective of just starting sales. So that would be my whole prompt, right? Because then you've explained the why. You've avoided any filler words. You've told it what you're looking for in the form of an answer and that you want point answers. You're giving it exactly the objection. You want to overcome the job that it is going to take. And if you are trying to create a complex prompt, you can always stop for a second and say, do you understand what I'm asking you? And it will explain it how, how it thinks, right? How it is thinking you presented your ask. And so when it, when it explains it back, you can say, no, actually, I meant I wanted you to do this. And it can. It can reformulate its idea of understanding what it is that you want. And so another thing that I really love ChatGPT for, is the ability to learn anything because there's so much that we as business owners don't know that we don't know. I wish, right, that I had a, a person in my industry. So like business to business, CRM building, right? I wish there was somebody in my industry that could explain some of the stuff that I explained to roofers. Like I know exactly what a roofer should pay their, can pay their salespeople, but my commission structure is really quite ambiguous and there's a lot of, a lot of different advice. And so, you know, I have to use ChatGPT sometimes to learn things or work through ideas. And so you can ask it to create a list and then expand on one particular point and you can also ask it to relate to other points. And I'm going to kind of talk through how I do that. It's because I will give it a source of knowledge, right? So I will go and take something huge from like Harvard business review or McKinsey, like these huge consulting firms, right? Or even a book, right? It can now it's able to do, it's able to do essentially a, a 700 page book worth of analysis in a single prompt. It's like the context window they call. It's crazy. So the other day I actually gave it a Jordan Peterson book, a Jocko Willing book, a Gabor Mate book and, and the Traction book book summaries. And I said create a, an agent. So essentially a robot that knows these four book summaries and, and through the lens of a conservative Christian perspective. Let me ask you questions about what I can do to be a better father and husband. And it does that. Now I don't expect it to be my pastor, but what I am trying to say is that sometimes if you're just looking for like these people that you idolize or these people that you, I shouldn't say idolize, but these people that you hold in high regard, right? And you want to know like, how would 12 rules for life look at this problem, right? And so you can give it a source of knowledge. You can use an article, you can summarize a video like a YouTube video. You can tell it to use an article as a basis of knowledge for your problem and then ask it to highlight like maybe key differences between two perspectives and then guide you step by step through solving a problem. So you, when you give it that complex explanation of two books and you can ask it to break it down into steps and then you can actually say, guide me step by step through this. So you can give it a blog that says, I want to add the Facebook pixel to my website. Here is a knowledge base article that's nine pages long, Right. Guide me step by step on how to do this. And you can actually take screenshots of what's on your computer and say, where do I click? Or what button do I hit? According to the instructions. And it will tell you in the top left corner, click this button because it knows what's on your screen because it will actually analyze an image. And so if we could think. Or I. I don't know about you, but if I could think like anybody in this world today, I wish I could think innately like Elon Musk. I wish that when he had a. When I had a challenge or I was looking at opportunity, I wish that my brain worked like a person who has just had the opportunity to solve some of the world's biggest problems. Because a whole world full of astronauts, governments and businesses used to look at the fact that a rocket would fly up into space and then have another little rocket that would shoot off the top of the other rocket and go and do stuff in space, and the first one would just fall to earth and splash in the ocean and be useless. And he looked at and said, that's kind of like a big giant pallet of cash of like $6 million just falling to earth. If you saw a pallet of cash falling through the sky, would you not try and reach out and grab it? And he said, and. And that was what he looked at. And that's what became the, the foundation of what SpaceX does. And so when he said that he wanted to do that, a bunch of people said, well, that's not possible. And he said, why? And there's a really great interview where he talked about where he just said, whenever somebody tells me something can't be done, I just ask why five times. And then generally I know what to do. And so that has now been kind of called the five why Root Cause analysis, which is where we. And I'm going to get to this because again, you can use AI to write a blog. Okay, congratulations. Or you can use it to help you think like Elon Musk. If you're going to be in this room on a Saturday morning, I want to try and help you think like Elon Musk. Okay? Like, you want to run out of white blogs, go to YouTube. All right? But the five why root cause analysis as kind of broken down through the process of people trying to analyze him as they say at the steps are you have to clarify the problem, find the direct cause. So the direct cause of why you could not make a reusable rocket, one of the direct causes was that when the first stage launched out of the or the second stage launched out of the first stage, it would actually break the first stage. So it broke it before it even had a chance to be caught. And he said, well, why does it do that? Well then there was an underlying cause that there wasn't this like basically a cap on top of it that was tougher. Right? So like why couldn't we put a cap on there? Right. Well then there's usually some pattern causes. So he would ask that and he would look for pattern causes and then you'd find root causes like, well, we don't have anything to like aerodynamically direct it. Right. And there could also, and there was also like regulatory issues. It's like, well, you can't actually, like you can't actually make a rocket come back and land on earth because you're not allowed to like drop something from space to earth without destroying it on the way down because it might hit something. Why? Well, because you can't fly it. Okay, so we have to make it fly. Then why can't. Well, you can't do that. Why? So you just ask why five times until he gets to the solution. So from there I made a prompt, okay. And so you get to use this prompt. So Bettina has a Google Doc that she just posted in the chat, which is just this text, which is what you can paste into chat GPT very simply and just say when I invoke. Begin Y5 wise analysis. Facilitate a root cause investigation as follows. State the problem. Ask me to clearly define the problem we are facing, describing it in a simple sentence. First why? Prompt me to answer why the problem is occurring by identifying a direct cause. Subsequent wise for each answer provided, probe deeper by asking why. Again encouraging me to look beyond the immediate cause and towards the underlying cause. Identify patterns. Help me identify patterns. And I won't read this whole thing, but you can use this and then say when I use end 5 wise review wrap up the session providing a recap of our finding and the next steps. So if you can find information about how a person solved a problem and if somebody out there has broken down the steps as to how to do that, well then you can have chat GPT help you design a prompt. Now furthermore, you can also. So HubSpot, right? People know I love this company. Well, they wrote a blog post about the 8020 principle, which is. Or the 8020 rule which is known as the Pareto principle. And they said what is it? And how the Pareto principle will supercharge your productivity. You can find this if you just look up Pareto and HubSpot. This blog pops up and it was written last year, but essentially you don't even have to have somebody go and analyze Elon Musk. You can get ChatGPT to do it too. So you can say analyze this blog and then break the how to section into parts and then guide me step by step on how to do do a Pareto analysis and then write me a prompt so I can use it later to do it. And this is that prompt. So now you can say, okay, activate Pareto analysis and tell you data collection cavern. So this is how we come to like more better new in consulting. Like take the data, find out what is working, what is you, what are you getting 80% of the results from? 20% of the work. Just do more of that. Right? So quantify the impact ranking. So this is the consulting methodology. One piece of it. I have like probably like 12 of these saved, so I only have two. So I know you guys came here to find out what could you make today in your business. So this is some high level that I think is what AI is actually meant to do. But let's get fancy and find out how to make it work for us. Okay, so let's bring it back down to I want this thing to actually do stuff for me today. So I promised that you guys could come here and steal this workflow. All right? So this is something that clients pay lots of money for us to make stuff like this. But I want you guys to just come in here and steal it. All right? So this workflow essentially is a six step process that you can use if you just have Slack, which is like 6 bucks and chat GPT premium, which is 20 bucks a month. If I had to Rank Netflix and Disney plus versus 20 bucks for GPT or whatever, I don't even know, it might even be more than 20 bucks at this point. Maybe it's 29. It's dirt cheap, like dirt cheap. It's practically free. And. And then you can use it to kind of give you this workflow. So I'm going to break it down step by step. But the purpose of this is to understand after every call what was the objection that the customer gave me? What is the next step and what is the next activity date? Because when I'm a sales manager and I got 40 inside sales reps, right? Because remember this, this company used to primarily serve the big companies that have an abundance of people that are very hard to keep and wrap your arms around. If you read the CMR story that Dimitri put out, it's mostly like a hit piece, but there's some interviews and there's some things that you can glean from it. And one of the things that you can glean from it was that they didn't have much data on what was going on and a black swan became to form, right? So if you're dealing with 40 inside sales reps, right, and they're making phone calls to customers, you want to know what was the objection? What was the next step that the customer needed in order to make to like or the salesman promised in order to try and move the deal closer to being signed. And when would they promise to do that? Like if you could just pull that from every call, you could at least keep your finger on the pulse of a sales department. So the first thing we have to do is take a, any time a call ends. Now, expert level would be to filter it by saying if it's a certain call type or has a certain call outcome or from certain people. Because then you could have different workflows for accountants, different workflows for the, a different analysis for initial lead intake from the reception team. So you could actually define scripts or define key performance indicators of a call type and then say if the call type is this and the outcome was connected and it was from one of these four people run this branch of work and then a different one if it's that type of call. Right, but that's expert level. I want to keep it sort of basic, right? Then you send the call recording from your VoIP software. So like we like just call. Kixie's another one, RingCentral is another one. Zoom's another one. Alaware is another one. I, I hate phones. They never, they're all good and bad both at the same time. So they're tough, but doesn't matter. You can do with any one of the calling systems generally. So you send the call recording to a Google Drive, which most of you have some form of Google Drive, right? A Google Workspace account. And then you can just give it a name based on the person and the call id. Generally every calling software has gives every single call its unique like 10 digit number. So it's an easy way just to automatically name it so that you could search it later. You can automatically delete them after a week. So you're not filling up your Google Drive unnecessarily because you already have the call inside just call. You just need it to run this workflow. So you could schedule another zap to like wipe out this folder every week or every month. Right. And then you can use Chat GPT's whisper feature, the Whisper model. So again, or sorry, not Chat GPT. Open AI. So Zapier actually has two things from OpenAI. There's Chat GPT and Open AI. So there's this one company that has two products in Zapier, Open AI and Chat GPT. This was one that threw me off a while back. And so OpenAI has a whisper model that says it can listen to the call and create a transcript. And the reason we don't just use a transcript from another tool is because now it's like a photocopy of a photocopy, right? I want to actually get the like, yes, just call has a transcript, but I don't want a photocopy of the photocopy. I want to get original. So I say make it make its own transcript as it understands it. And then I create a new assistant with Chat GPT. So I create a new assistant. That's according to my sales call analyzer instruction set. So this was my instruction set. So I said, as a sales call analyzer, my primary role is to listen and analyze sales call recordings. I focus on three key criteria. Identifying the customer objections or checking if the sales representative asked for objections and noting the specifics of these objections. Two, determining if a next task or action item was established during the call and detailing what it is and finding out the date for the the date set for the completion of the next step or action item. My goal is to provide precise, insightful analysis to help improve sales strategies and customer interactions. I prioritize data privacy and have all information confidentially. I am designed to continuously learn, adapt, enhancing my ability to analyze sales calls effectively. So that was the like little agent, my little AI sales manager that is going to listen to every single call and run that, run that game against it, right? And then I'm going to prompt a new conversation. So I said, I created my assistant. Then I'm going to have a new conversation with my assistant using the prompt instructions fed by the transcription that I got from the whisper step. So the transcribing step. And then I said copy that feedback. So from that past step, copy that and send it to your sales manager in Slack. So I send it to sales manager Slack. So that way there's Just a constant feed. Right. And you can kind of like quickly look at them. So this is like a message of what this would look like. Right. So it said, customer objections about the price difference between HubSpot and job nimbus. I want it. Wasn't expecting it to be 30,000 a year. Right. Furthermore, it seemed too high. The customer is indecisive of reorganizing his business model to match the inside outside sales model. I read roofing machine. I've seen Adam talking about it. Just don't know how that's translated. In HubSpot. The sales representative will check with Adam, see what can be done for the customer. Look in the HubSpot quote, right? Talking about tightening up the finances, improving inside outs, the sales model benefits of it. A specific date for the next step has not been determined. Determined from the conversation. Whoever the sales representative projected to follow up in the near future. I'll see what's going on with all this and see what your options are. So there's no date set. Right. And so now I say, hey, person who did this call, you should give the customer a date in which they can expect you to get back to them. If you just say, I'll see what's going on and get back to you, there's no date set. I would say from this call, you should always set a date. And you didn't get a specific. Like, if I was to improve this prompt, I would say, like, I would look for like the. If I could, would you? Right. I'm probably trying to enhance this prompt now that I'm reading it out loud in a room of 100 people. I would say, I would add it to say, look for something the sales rep asked for that said, if I could do this, would you sign? Right. I would probably try and add it to look for that. So that's probably how I'm going to improve this prompt. So now here's a bonus round if your CRM allows it, because we have some customers in here. So for those of you who are a customer, this is the bonus round of what you could do. And if you have a CRM, you could talk to your CRM people, right? And see if this is allowed. But I know that in a lot of them it's not. But you can say, okay, if you can find the contact in my CRM from this call, if you can find this contact, go find it. And then I want you to add that note from the assistant response so that the assistant response is logged in the timeline moments after the call. Is completed so that we can say, hey, take this and put it in the notes in the CRM so that the sales rep can see it as well and other people engaged in the deal because there's inside sales and outside sales in most of our clients companies. Then we can update that Slack message that I was sending to include a link to that contact in the CRM. So whether the sales manager is at his desk or this call is happening later at night because the sales reps trying to close deals, you know, after supper when people are fat and fed and happy, he could see, okay, this call just happened and I can click that link. And again, this is one of the parts that gets hard for other CRMs. You're gonna have to check if your people can do it. So I can go directly to that customer, even from my mobile phone where the original call recording is and I could listen to the call more in depth if I wanted to. And then in our CRM you can like here see the transcript right here in the HubSpot mobile app. And then you can also like leave comments saying hey, you know at Sam, this was a great call. Try texting them as well or whatever. Like you could try and add some stuff to that. So that is the end of my presentation. We have some time, 20 minutes to go through Q A demonstrations. I saw somebody asking me to demonstrate making a picture. That's super easy, barely an inconvenience. But I would love to see questions, comments where, where I can help you guys.

We do. So besides the demonstration. Adam, we can start with the first question and that is from Josh. And I'm going to go ahead and Josh had a couple questions. So just in case Josh does want to speak, I'm going to go ahead and ask him to unmute. So let me just look for him. Sorry, we have a few Joshes over here.

Josh.

There it is. So I'm going to start asking his first question and he says, during a CRM build, how much virtual assistant and AI can be used to create tasks and automate our initial contacts, scheduling per rep's preferred inspection hours.

Say that one more time.

During a CRM build, how much virtual assistant and AI can be used to create the tasks and tasks automate our initial contacts, scheduling per rep's preferred inspection hours.

Ah, yeah. So I mean you could, you could do this. The, the reason that we don't because again, do not automate what you should systematize. The challenge with AI currently is that it doesn't add like spatial reasoning around a map. So it couldn't look at a map and say, I want to schedule this appointment on a day that a sales rep is already in that area. So, Josh, I know you're kind of more rural because you're outside of Omaha, Nebraska. So, you know, you're, it wouldn't be able to say like you would end up having sales reps going from the north of town through town to the south of town, then back up to the north end of town when it could have been smarter about that. And so you could do it. Absolutely you could. But just because you can doesn't mean you should. This is a critical part for homeowners because in, and again, this is getting off the beaten path of AI. But homeowners don't want to call a roofer. It's not a luxury purchase. It's not a, it's, it's not a fantasy purchase. It's just a thing they have to do. And so, you know, the, the wife is going to say, you know, you need to call a roofer. Can you call and get a roofer out here? And then he's going to go, ah, fine, I was watching the game. And then they're going to go search roofer. They're going to try and pick one, they're going to go to your website, they're going to click the contact button, they're going to call and then if they get a call right away from a form submission. Submission or if they get an answer right away, then, then they're. If you spend 11 minutes on the phone with them collecting information, building rapport. Like you have a real inside salesperson with a vested interest in getting the deal. I'm going to talk more about this in inside sales next week. You could potentially take that person out of the market. But if it's just, hi, name, phone number, email, time, date. J is your sales guy, Bye. You haven't taken them out of the market. They're going to go, eh, that was okay. And they're going to hit back, back, go to the next roofer on the list, call them and do another appointment. So I want to use that initial phone call to gobble up time. So that guy spent 11 minutes on the phone with me getting his appointment set and now when he's. Because he's pot committed, he might not necessarily love that he had to go through all those questions, but at the end of the day he's going to end up with his appointment and then he's not going to want to go through that again because he doesn't know that that's not the experience that he's going to get with the next guy. So now he's going to cross call roofer off his honeydew list. Like is there. It's not a gold silver bullet. It's 100 golden BBs. And this is one golden BB that you can use to decrease the amount of competitiveness that you're going to have to go up against because you just create more of an onboarding experience and less of an appointment taking perspective. But that's why I don't want to automate it because I want the customer to feel like they talk to a human. And they got, they, they solved the problem. I called a roofer. Now I get to go back to watching the game. Or, you know, the same applies for a single mom dealing with her kids. All this kind of stuff shingle blows off. You want to make it so that once she calls a roofer, she feels like she did a great job explaining her problem and finding a great roofer to solve it. You thought five star reviews, Master Elite or whatever. Now they called you, you're gonna come out on Friday. If you suck, maybe they'll call someone else. That's the experience we want to give people. Not like an AI chat bot appointment set. Yeah.

And that makes sense. And like for me, like I'm trying to figure out like our guys schedule their own appointments still. I know we need to probably change that. And I'm trying to figure out like how to bridge that gap. So a number one is always on the calendar. So we always know where they're at, what's going on. Just because those reps, they're gonna, they do got a lot going, but they just don't do the busy work ever. And so it's like, okay, but maybe that's just what I need to change to, is we're just setting the schedule for them. You got to be there when I say you got to be there.

Yeah. You work with them to get an understanding of their schedule. They make sure they put their dentist appointments and their Christmas recitals on the calendar. And then, and then you really. This is a service provided to them because salespeople, at the end of the day, their attention deficit, that's what makes them good. They hear, know, and they don't cry. So therefore all the stuff that isn't what is in their unique zone of genius, which is walking roofs, walking sites, documenting site conditions, taking pictures and closing deals. Right. If it isn't those things, they're not going to do it, they suck at it and they don't do it. And you just got to take it away. And some guys like this is all, we're talking about this in inside sales next week. So I don't want to dive too deep into this right now because I.

See the questions going Josh, I hope that was helpful. And we're going to jump into the next question. This one is from Joseph and I'm going to rephrase a little bit. But he says that I feel like if we talk about this in our business plans, we're going to have a little bit of pushback from our employees. They feel like this will take over their jobs. How do you overcome this?

That's a great question. You. This isn't meant to take away their jobs. This is meant to make them better at their jobs. And if they don't, their competition will. I am able to do like technology is a lever. It's just a tool. And so if Eagle View came out and made it so that we don't like for anybody who is an old dog, right. I had to measure roofs because we had a tape and we had me and Joe and he was at one end of the rake and I was at the other end. He was at one end of the gable or at the other one end of the cap and I was at the other. We measured it it and that was so inefficient. And then I went to the hardware store and I found this wheel and I was like, man, I can roll this wheel on the ground. I could do this myself. Right? So we immediately cut the amount of human capital required to do an estimate in half. Right? And then Eagle View came out and it was like 45 bucks. And I was like that I don't have to walk to the edge of a two story, seven or eight twelve with a freaking wheel to get right to the edge of the drip to figure out how big this face is. I don't have to risk my ass to do that. I can still climb up on the roo, walk the peak, take pictures, but I don't have to like actually walk all over this thing continuously putting my life at risk for 45 bucks. This is a no brainer. It didn't take. Yeah, it made it so that I could do five appointments a day rather than three. So this is just another one of those it is not designed to eliminate. Like a person who commented in the chat was David Lael, sales manager at Kobex Construction. Successful company on our HubSpot enterprise plan. Big company like really like legit dudes. And he's like, this is an absolute must. Why? Because it's not going to remove his position as a sales manager. It's going to enhance his time as a sales manager because again, he wants to. What is the job of sales manager? Recruit a team and build the. Build the sales team, go sell roofs. That's his job. Recruit, build a sales team and go sell roofs. What is so Ideation, research, composition, refinement, distribution. If his job is to recruit and build a sales team, sales training is what he has to do. If he can use AI as a lever to analyze and listen to all the sales calls and provide him with point form stuff and then he could take all those things and put 20 of them into a Google Doc and then put it in Chat GPT and say analyze this and tell me the most common objections and the, the, the, the things that they are not doing according to this rubric. Then it'll spit out a thing saying this is this. Then he could use that as the research. Right. And then he could compose a sales training plan and then he could refine and edit that to their. To the Kobex construction customer centric methodology and he could distribute it in human form and look like a genius. Right, but so it's not going to replace him as a sales manager, it's going to enhance him as a sales manager.

I hope that was helpful and I will get another question from a question from Jack. So he says. So for your example, you need a CRM, VOB line, ChatGPT, Google Drive, Slack or similar and Zapier to automate the triggers. Was there another tech piece required or recommended? Then you have to build all the prompt scripts, assistance and automations.

Yeah, no, you just need chat GPT, the premium subscription, 20 bucks a month, Slack, Zapier, CRM and a VoIP provider that will put the call recording on a URL and like. And that's like Kixie. Like we like just call. We've used Kixie. I believe Ringcentral will do it. Zoom might. I don't know if alaware will. HubSpot also has calling features, but yeah, like you want. Yeah. Yes.

John York's asking if HubSpot integrates with Void.

Oh yeah, absolutely. It's the best phone integration system I've ever used. I love it.

Brian Key is asking what is the fifth point after ideation, research, etc.

Oh, ideation. So come up with an idea. You research your idea, compose the thing that you want, refine and edit it.

And then distribute It Jason asks, can AI be used as an answering service after hours?

Google like, yes, but it's buggy still.

Still.

It is. It is buggy still. It's getting there. It will be there soon. Google actually made a full, like hair salon booking thing, which I was going to bring up on Josh's question, but because the hair salon knows that the hairstyles will always be at Chair five. Right. And it doesn't have to worry about addresses. And that's why I said the spatial reasoning was the reason. But it will get there. But it's. Yes, you could, but it's buggy and people know that it's AI and it's just not. It's not quite there yet. There is like text to voice. Better yet, you can have it so that the, the voicemail, you could have it take the voicemail, listen to the voicemail, and then prompt and create tasks from the voicemail so you don't have to actually go listen to the voicemail. The benefit is you just want the actions to be taken from the voicemail. So better yet, you can just tell the customer what to leave on the voicemail and then, then you can have that voicemail again. Like, just call has that. Like, take a new voicemail, upload a Google Drive, run this prompt against it, take the agent, send a slack message, add a task. The CRM done.

Mark Ed says as a sales manager, anything I will streamline, that will streamline, help stream. Sorry guys. The questions keep popping up and it confused me. As a sales manager, anything that will help streamline my day and help me help others to follow their dream. He says that he's all for it.

Perfect. I'm glad to hear that. Yeah, I don't think there's a question there.

He's. He's asking if there's anything that can help streamline his day to help others. Using ChatGPT as a sales manager.

Oh, okay. So to streamline your day, I would. Well, I mean, yeah, there's a ton of things. Right. I mean, again, what is the constraint from you doing that you're trying to help others, right? So find out what the constraint is finding. You know, one thing is you. I mean, I'm like the minute I get an idea, three more pop in my head. But there's so much like, really, like, what does it take to be a successful sales manager? Right? It's like first you have to find out what appointments you have for the day so you, you can ask Chat GPT to send you a report every day of everybody's Google calendars and say, what is everybody's plan? Are they who's on the whole plan and who has a plan? Right. And so you could do it that way to like try and keep track of your day. You know, there's, there's the ability to help them with their objections. Again, I would take it through the sales training. As a sales manager, your job is to recruit and build a team and go sell roofs. So I would really just use the tool to make you have better training. That's probably my simplest answer. Without identifying a bunch and spending more time ask doing some Q and A about what the constraint is.

Currently Louise is asking, is there a way to use AI for effective Legion?

If you're like, there is, yeah. Like, you can spit, you can spit. Like you could get a. Like. I would say that it's better for like business to business and business to consumer. But if you say, have a list that you pull out of one of those hail trace systems and you have a bunch of phone numbers, you could use it to automate sending text messages, to get them to book through your chat bot on your website. So you could, you could use it that way to like, just spam people. Like, like, yeah, AI allows you to spam people faster, right? It is, it is a possibility. But just you have to think of the negative of that as well. So you can use, I would say that using AI to create better content, to create better outreach, to train better people, to analyze the data in your business to make it so that you know, even using it, there are AI tools that can help you make your website convert better. The number one problem in, in marketing for roofing companies is that you look at your conversion rate of your website and the average is 3.7%. So you have a thousand people visit your website, 37 people send you a lead. You can try and get another thousand people to your websites and get another 37 people. Or you could just try and figure out what happened with the 963 bank cards that came to your website and left. Why conversion rate optimization is like the, the lowest hanging fruit. It's not, it's not complex. It's just hard and takes work and takes analysis. But it's just so much easier to sell roofers 100 AI generated blogs for SEO to try and get another thousand people to visit the site than it is to just try and make the website convert. So that's what roofers buy because that's what's on the market in the biggest bulk. So a lot of ways to use AI to generate leads, but I think it's more effective at getting more from the leads that you have.

We had a few folks asking during the chat, how can you set up ChatGPT, OpenAI and subscription? So Adam, if you can tell us a little bit more about that. And Caleb also asked, would this be in Atlas or should I go ahead and set it up? That's from Caleb Helmut.

Caleb, that wouldn't be. Would that be possible in Atlas so you can integrate. Just call with it. It. Yeah. Atlas is a free CRM. We have a free version of HubSpot for roofers under 2 million. And so he's asking if we could set this up in HubSpot free. And so I'm just working through the steps. So if you have the VoIP caller. Yeah, you have, you can have Google Drive. Yep. You can get this, like we'll do the Zapier for you for free. And you can use our zapier account for free. So that's not an issue. You have open AI and Chat GPT, so that will. That could work. Right. We could even use our own because it's like we pay for so much Chat GPT, I don't really care. It's going to cost pennies. And then posting an engagement into. Posting an engagement into the, the contact and then add. Yeah, you could do that with free. That's awesome. Yeah, you could do that on the free version. Holy. I love it. I love this show. It. Love it. Yes. So the answer is yes. I just had to work through it in my head.

And folks, for the subscription with GPT, they do have some free options that you have like a more limited plan, but they're low.

You just can't, you just can't automate on the free. That's the only thing. You can't like access it from zapier. But yeah, Chat GPT, really simple. I'm going to log out. So. So when you come here, you can click sign up and then you'll end up in here. It'll look kind of like this. I'm obviously going to use my account. So then this is the screen that you're going to see. It's super simple. And then down in here, right, you can, Sorry, then you can go my plan. And then you can be. Yeah, plus 20 bucks a month. Right. You know, the better one is GPT Enterprise. But that's for like Microsoft initially. Well, Microsoft owns it. That's more for like Delta Airlines, you know what I mean? And then the way you can make so the couple cool things. Oh really? They've paused. Sorry Bettina, I know you told me not to do this but I just read David Turcotte's question which says they paused upgrades and I'm on a wait list. Any way to get around this? You know what, they do that sometimes. I remember when Dolly first came out, the image generation, you had to get on a wait list and it was really hard to get, get it through. And I remember when I finally got access to Dolly it was like a big deal. If they've paused it then yeah, I mean that's going to be an issue. But you'll probably get through eventually. Get. They open it up all the time. You just get on the wait list and you'll get in. But we, I mean if you're a client of ours then you know, we'll just let you use ours because we pay for, we pay for all the. We have a company account, like a builder account as well. So we build stuff all the time. That's how we got like our roofing RPP roofing market analyzer which was like, you know, you set up those assistants. This is kind of like that where we can say, you know, how big is the roofing market in Joplin, Mo. And we trained it to essentially say like how many millions of dollars could I do in this market based on the housing data. So it searches Bing, gets a single family dwellings, starts to do some math, Gets the number of commercial buildings per. Number of commercial buildings per single family dwelling and says okay, that's your market. Right. So that's kind of cool, right? You can make these GPTs do that. Someone asked what how to generate an image. Bettina, queue up my next question. But I'm just gonna do this so I don't know, someone put in the chat an image they want. They want.

Okay, so the next question is from Doug and he's asking how long would you anticipate a layman to set up the process that you just laid out? What potential low level snags would we. Could we run into?

Okay, for sure. So make an image of a confused roofer in front of a computer.

That's what AI allows you to do. Guys answer two questions at the same time.

Yeah, but. I love that. Roofer on a beach with a phone looking at his HubSpot dashboard. So there's our guy right there. Roofer on a beach in Tahiti, being concise, looking at the huts on the water while also holding his cell phone, looking at his CRM. His expression should be extreme list because he has HubSpot for a CRM. Okay, well, that's making zapier. All right, so the hardest part is probably setting up the assistant. I mean, I put. It's. It's pretty easy. It's like, I, I mean, again, a layman. Like, I mean, if your struggle with zapier, this is why you should just work with us. Because this isn't your job necessarily making this kind of stuff. But. Okay, search up my Zaps Search analyzer Sales call. So probably the hardest one is creating the assistant. So basically writing this prompt, that's probably the hardest one. So when you edit it. So just knowing how to set this up. So you're basically saying the message is from step three, your assistant that you created from step four, the assistant name, which is going to be the name of the file, the model you're going to use, the GPT4, then you're going to give it a conversation ID. So that's probably the hardest part is just knowing what to put in these boxes and that you don't need to use this box or that. Like. Like knowing which box is not to use and what they mean is probably the hardest. That's probably the hardest single step. Like, but if you want, like, just take a screenshot of that, you know, on your computer or whatever, and.

Should.

Be fine after that. They're all pretty easy.

Well, Doug. Oh, sorry, Adam, go ahead.

No, I was just gonna say that that's probably it, Doug.

I hope that that gave you some clarity. And going back to the images, Andre had a good question. So who owns the image after it has been generated by AI in your request? Can. Can you trademark it?

You know, that's a hot topic of discussion right now in that you don't have a lot of. You don't have a lot of rights, but at the same time, you can't be sued. Because the issue is this thing has been trained on so many things that the real concern is like, is that a copyright violation that I now have HubSpot on here, right. And so right now, OpenAI has funded an account to basically prevent or like to essentially cover the legal costs of anybody who generates an image from being sued from this. But I would say that really, in the world of AI, you can't. It's like, what's the value of trademarking it? You know what I mean? Because someone else could create it so easily or they could create a variation so easily. I think that this is really going to change everything about trademarking images because it is so easy to make something that's similar. Right. Like I mean these both send kind of the same message. Right. You know, if I make this and trademark this, would that be a trademark violation? They literally came from the same prompt. Right. But you know what, what is the value of the trademark? And now that it's so easy to make an image. Yes, you can make a logo make and there's really good tools that, so that the other thing they know, like when you guys see a tool out there, it says blah, blah, blah. Now with AI all that usually is is a pre scripted prompt. So you know that prompt that, that, that Bettina posted earlier. The five wise framework or the Pareto principle one. Ah, sorry, the Pareto prompt. Right, well but five wise analysis. Right. So like I ran this five wise analysis. This prompt is a lot of times what is in the AI tool. So you, you'll go and spend $9 on an app. Right. And all it is is it's basically an app that pre prompts Chat, GPT or Dolly or you know, Mid Journey or any one of these AI tools with pre scripted prompt. So because you can say go, you can go into Dolly and say make me a logo for a roofing company. And that's not that great of a prompt. But if you say in a flat style, aspect ratio 2 to 1, you can add a whole bunch of extra stuff to it to generate logos in a certain style. So again this is ideation and research. So it's like you're better off like to make sure you're doing is like describe. So actually I would do it more like this. What are all of the different and commonly used logo style options? So this is giving you a bunch of different styles that you could do. And then you could say give me a table of the different color combinations and what they typically communicate in branding. So then you could use this to generate a prompt so you could say give me. So write me a prompt for Dolly that would give me a logo that would, that would give, that would. To generate logos in. Roofers love mascots in mascot style using colors that imply interesting black and gold that imply luxury Interesting given who ask. Ask the question.

Adam, you ready for our next question?

Oh and see, I wasn't concise enough. So now it's actually generating me an image. Yes, go ahead with the next question.

Okay, so this is from Nim from Halmark and he's saying can you make scripts for inside sales to follow when they are making calls to prospective clients?

Say that again.

Can you make Call scripts for inside sales to follow when they're making calls to prospective clients with GPT or OpenAI.

Yes. So to do that, I would say. So I actually did this if you go to root. So actually, let's go back. Okay, so. Oh, it's trying to have something from back in June. I've actually never gone this far back. See, I actually used that to create an objection handling guide. This is. I actually got it to write it. I was actually getting it to write a piece of script that would allow us to analyze calls. But long story short, I'm getting over complicated. So using the typical spiced or whatever sales framework, or you could go and say analyze. You could put. Analyze a video from David Bensman or something like that. And then you could say, write me a script for sales. That's like how I do that. So that's, that's how I do it. So yes, you can use it to write sales scripts. Sorry, guys, I'm trying to get to all the questions as fast as I can. I see Jason Stendahl has his hand raised. Maybe let's let him come on next.

Okay, let me go ahead and look for Jason. Sorry, While I'm looking for Jason, let me address David's question. We're already set up with HubSpot and we are in rev up space now. Does that link still work in our case?

Does that link still work in our case? That link. What link? But link.

David, do you want to type something on the chat to elaborate that question?

Trying to think what link? He means you're in the rev up phase. If you're in the rev up phase with us, then, then yes.

Okay. I think it was just. He was just meaning for. For the appointment and he raised his hand by mistake. Adam. So we're gonna go to the next.

Yeah, so no, no problem. Dave. David. Yes. Book. Book a book a call with me. You're. You're a Rev Ops customer. Absolutely. I'll help you.

Yeah. For those folks that have more questions, I did submit a link and that's just to speak with either one of our representatives. So you guys have any questions regarding OpenAI or Fleet Atlas or platform, just use that same link. And if you guys lost that link, just ask on the chat and I'll. I'll send it to you guys again. So now we got a question from Jake. I am wanting my sales manager to help the sales team overcome certain objections. Can this workflow create tasks asks to review the call recording if a certain objection is recognized in the call transcript?

Yes, you would have to train it on a resource of the objections. So I did that for us. So you could use this blog post as your reference. Right. So it's like. So this is kind of like all this stuff that we would talk about where we say objections. So I have the. Or is that. That's not it. Where's the objections? Yes. So we would use. You would use this because then we talk about overcoming objections, objection handling framework, talking about the different times, like seasonal time constraints of basically circumstances. So like time, money, fit others. My business partner, my wife, my team won't do it then like self like, I don't think this would work because of something in the past. I don't think this would work because something currently going on in my present. I don't think this would work because something I fear in the future. Those are the objections that we handle. So in our. In my business. So then the AI is set up to read this and then analyze a call against this framework. So then this is like basically the sales manager's brain, this blog post. And then it listens to the call and then says based on this article, what would be your suggestions for the sales rep? That's. That's how you do that.

So we got another one from Josh and he's saying how much of all of this is part of the CRM build? RBP has the keys to the car. How do we make OpenAI/HubSpot turn into company Acculinx from 1994 for Tempo to 2023 Lambo?

None of it's really like built into the CRM build because again, like I said at the very beginning of the call, this is not the constraint. You need to first know the data on what is working. Again, this is my fear about doing an AI class is that everybody just wants AI to do everything. Like first you need to know what is the constraint, then what is working. Do more of it, then do that better, then do that new through the lens of get more customers, make them worth more and de risk the business from this happening forever. Right. So the goal is not to make AI become your roofing company. The goal is to understand what it is. So that's more of a rev ops thing because then we can identify, we can identify trends and then we can use AI once we've found things that can be automated and where artificial intelligence can help. So I have a lot of recipes in my head. My team is mostly focused around business consulting and technology consulting and matrix making. HubSpot work for you. So I know you're a HubSpot customer. This is not always the answer, but when it is the answer I'm happy to jump in. But some people just want to throw AI at everything. I have employees who are like that who just want to throw AI at everything. And it's like do you even understand what the problem is? Like you know, you have to understand what the problem is before you try and fix it with AI.

We got a question from an anonymous now can ChatGPT determine who is the best contractor in my in a given area and can that be manipulated to my competitors example, Chad PT says Bob Roofing is the best contractor in Oklahoma.

It is, it is getting there. So you know how you have search engine optimization, soon you're going to have AI optimization. So because you're right soon customers like I did a, I did a podcast a while back years ago now where I found the data on that people Google is asked one in seven of the questions asked of Google has never been asked of Google before on the scale of billions of questions per day. And so that tells me that like people value the opinion of Google more than their pastor, the university professor, their parents, their coach, their therapist because they're asking Google questions that have never been asked before. And this was years ago, like I think it was like 2019 and now ChatGPT got to a hundred million users in like 13 days or something. So people are beginning to ask Chat GPT questions faster. Like I just asked it a question today. I asked it what was the. I was trying to make my this presentation better. I said what were the five components that made Elon Musk's reusable rocket possible? Because I was going to use AI to generate images to like further make my point. I didn't get it done in time but, but I asked that of AI instead of Google. It won't be long before people say what is the best roofing contractor right now? It'll tell you how to qualify a roofing contractor, but it won't give you the best one based on search results. But Google is already doing it. Google is already putting AI suggested results in the top. So yes, you will have to optimize for AI soon enough. There's not a really a rubric for it it but again look at it through the lens of Google's job is to help its users get the best answers better than their competitors like Bing and Open AI. So Google's job is to help find the best answers. So I would say that if you were trying to optimize I would do what this company does, which is provide the most. The most service to their customers. So HubSpot has a feature where you can create a knowledge base and then you can have like a. Better than a blog. Like how to like all the. Basically the help guide to everything about your business. So like all the different homeowners associations paperwork. So if you search. How do I do my homeowners association paperwork for the Milani Town. Town Association. Put all the data in there for how to do the HOA process to get your stuff approved. Right. So that you can ultimately help customers better. Google scrapes all this and if you just answer more questions than the next company. And HubSpot creates this knowledge base because Google knows the difference between a blog and a knowledge base. Like it knows what this is. And so it will then therefore give your chance. You give your site a little more credit as being a source of answers. And that's ultimately Google's job is to make it so that people trust Google more than they trust anything else. And Bard, which is Google's AI platform. So you have Bard and you have Bing AI. I forget what they call theirs. And you have Grok is like x dot com. And so yeah, you. You will have to open AI. You will have to AI optimize your site soon.

Yeah. Jack said, mirror, mirror on the wall. Who's the best contractor of us all? It's more like AI, AI on the wall. But Gavin asked, have you used AI to analyze Google console search analytics for conversion rate analysis?

Yes. So the way that you do that is actually a section in there for it that is kind of specific to this. So everybody has this, which is data analysis. So you can drop files in here. So spreadsheets, just using this. Right. And then you can get it to read that data and so you can start to ask it questions.

Now I got a question for you.

You can do this for like, like for finances, like P. Ls, stock charts, anything where you just give it a bunch of data and then you can ask it questions.

Blake is asking you to share the roofing analyzer, the link to the roofing analyzer.

Again, I don't have a link to it because it's in my Zapier account. So I can't really share the prompts. But this is probably the hardest step. I can. What I'll do is I will share. I'll make a screenshot of it and I'll post it in the chat. Sorry. Copy. Huh. I guess I can't paste it in here. Oh, market Analyzer. Yes. The market analyzer. Yes, yes, yes. Market analyzer. That's different. So that is here, Here. Sorry, this seems like super buggy today. Or maybe it's just because I've been on Zoom for so long, but. There we go. There's the market analyzer.

Okay, awesome. So David is asking what is the best use case for Air Air AI?

Air AI is really cool. It's really new. It's basically like Google's, Google's call analyzer. It has to be trained really, really, really, really well, right? So it's pretty well trained on stuff that, that is very common, like real estate sales. Because that's like. I mean, real estate sales is so common, right? Like every sales trainer has to get into real estate. Real estate sales, that's where sales coaches are born, right? Is selling real estate sales coaching. So it understands that kind of stuff, but it has to be really, really well trained. And you would have to basically write the book on that. So so can be done. But it's not perfect yet. I know a few people who have tried it.

Folks, does anybody have any more questions that they would like to address to Adam? Maybe do we have anyone that would like to raise their hand?

I just want to make sure everybody gets answers to their questions. But your questions also help me next time because we have five more, four more, four more courses that we're going to go a little more advanced, a little more advanced, a little more specific on certain things like sales or marketing.

We got another one from. We got a one from Jack and his Bard and others in power with ChatGPT at this point in Iyo.

Not even close. No, it's. They, they were, they are catching up. But no, I mean OpenAI is by far the leader. But I mean it has specific use cases like because Bard is trained on Google data, it's like a better Google searcher. But again, you combine tools, right? So you use Bard to do your research, right? In your ideation and research phase. Then OpenAI is probably better composition, right? And then you have AI agents that you can use are like the GPTs. So you can essentially train a GPT. So you hear, train, create a GPT and then you can say I want. So what would you like to make a GPT for analyzing. Analyzing website data to optimize for conversion rate. And then you can actually build it and then it'll help you configure it. It's like a wizard for helping do it. Like it's going to. Can I say. So I suggest this name sure. It's going to give me an image for my like for my thing and then it'll help you define the. It's essentially a guide to making a prompt. But then you can always go in the configure section and adjust your prompt, which I'll show you after this. Okay, so that's good. This is not going to be my best GPT. I'm just trying to show you guys what that looks like. Okay. Should constant user engagement metrics like pages and time or more on Ecom. So we want user engage. Let's go with user engagement. So what it's done is also built a few pre. Pre scripted questions that you could ask it so that it kind of makes it easier to use. So when you look in the configure section, it's already building the instructions here. But then you can also come in here and say and also do this. Right. So this is where the instructions go. But the creator is just helping you write a prompt that would be more concise.

Adam, Ben is asking, have you used it for video editing? Say it for YouTube or Facebook.

There's a lot more tools out there for video editing. That's. There's a ton of content on YouTube about that. I'll stop this share. Go here, I'll show you a really good video. I watched this the other day and it was. This one was really good. I actually last eight months. I want to actually I'm wanting to make a. I want to share screen. I actually want to make an out. I was wanting to make an Alphabet song like an ABC Alphabet song for my kid. That is essentially a video that it's going to start out as like the ABCs but words about business like A is for accrual, B is for branding, C is for cash flow. Like, you know what I mean? Like, I wanted to make like a cool Alphabet book for my kid and this actually showed me that you could like essentially turn a. You can use it to make the characters for your book. I'm trying to quickly jump around in here. You can use it to turn your essentially the poem that it would write into a song. So you can use it to generate music and then you could have your characters become animated. So it'll turn an image into something that actually moves. So you can actually have like create.

You have a bunch of different animations to choose from. Again, it's made to animate children's drawings.

And then from there you could turn all this into. You can then use demo them in a sec.

Hit generate and it goes pretty quick.

So you can make it like that guitar. That frog will actually play the guitar. So in the end, his demonstration is that he made. So all of this is completely generated by AI. He kind of generated these scenes and then he made them animate like playing the guitar, playing the drums, making their mouths move and then filled the song, which was written by AI, then put the AI written song against a rock tune and then essentially made that. So like this one here for video editing is really good. I found this video really super helpful and you could put that right there. I put that video in the chat.

Folks, does anybody has anything else, any other questions that they would like to address to Adam?

If there's no other questions, I really appreciate this. We ended up going a little over time and that's cool because I know this is a big topic. I think this is a good one for Saturday. We managed to keep. Keep most of the people in the room and engage. So thank you so much. If you guys enjoyed this, help me out, tell other people we're doing this. It helps keep. This helps feels good. So just do it because it feels good. Help me out, tell people we did a good job. Help me get more people interested in this stuff. Help me have a bigger impact. This is probably the most rewarding thing I do. I genuinely love this teaching. If I had, if I didn't care about the car I drove, I would have been a high school history teacher. So I genuinely enjoy this. And so if you guys are getting value from it, help me out, Let more. Let more people know about it. If I suck, also tell me so I can get better. But otherwise I hope you guys all start taking some action. Implement this stuff. I hope I met your intentions with leaving you feeling empowered. So and I will be doing four more on this topic. We'll get a little more specialized. Definitely send us the data on what you guys are looking for. I got a lot from the questions. I know what I need to talk about in the next ones.

Thank you guys so much for being here. If you guys haven't checked, I did send the link for our upcoming courses and classes next week we're going to have our customer success manager present in those courses. She's going to be moderating a few of them. We're going to have a series on inside sales. For those of you guys that are not familiar with that structure or not familiar with HubSpot, you can participate on one class or all of those three classes. I highly recommend you guys popping in. They're going to happen on Wednesday, Thursday and Friday of next week. And we also have our regular courses happening on 12pm and 6pm, always on Monday, Wednesday and Friday. So we absolutely hope to see some of you guys there. And like Adam said, we highly appreciate you guys just sharing and talking to your peers about what Adam is doing and RBP is doing. So thank you guys so much for your support. We really appreciate it.

All right, bye everyone. Have a great weekend.