WEBVTT

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So we got 90 minutes for this one.

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Yeah, I feel like we could do probably a little check in on them from the last week.

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See how it went.

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See if there's any questions, kind of before we move on to this one.

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This is a good one off that they could do regardless of anything else, you know.

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So it's a good win too for people who are feeling behind.

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It's like you could literally do this one now on the call.

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And it's just a good value add.

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So I encourage you to do it and then just sit back.

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Yeah.

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And then you intro do wins of the week and then I'm just getting the spreadsheet up

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here.

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Yep.

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All my tabs, Sabi, client demo, finance tracker, there we go.

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Cool.

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Yeah, I told a few people on calls this week, I was like, this is like a more straightforward

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session.

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Like, I don't, at least this is how I feel about what we do like financing, it's just

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like, it's a lot less like human do, it's necessary.

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Yeah.

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I feel like it's in a way easier.

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Like everyone has credit cards.

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Yeah.

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Even if you're not doing this for your business or you don't want to see your business finances,

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you could do this personally and it could be really helpful, you know?

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Yeah, for sure.

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There's no thought I had, but I forgot it.

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This one also could be entirely done in Sabi.

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So they could do pro proxy or cloud, but they also could do it fully in Sabi.

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Okay.

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Yeah.

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Cool.

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Oh, yeah, that's what it was.

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This group knows about San Diego, right?

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And, but I could mention that, like I could be like, hey, by the way, we still have a

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couple more seats, if you want to get your seat, it's free to show up, just you got

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to pay your deposit and then, yep, I don't have that link ready San Diego fall.

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There's like a coupon they have to use though, right?

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Oh, I don't remember.

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I'll figure it out here.

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Reserve my ticket.

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Add promo code.

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Yeah, I'll go figure it out real quick.

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All right, we're going over time for a start.

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Yeah, you're good, well, you're doing that, I'm just going to go ahead and let them in

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and start with wins this week.

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But you're good, hey guys, come on in.

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Hey, what's up, everybody, good to see Robert, good to see the early birds today.

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Hi, my brothers and sisters.

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Robert was first one in the waiting room today, you beat Marsha, Marsha is normally

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first one in the waiting room, so that's impressive.

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I didn't want you getting on me again, I'm going to go ahead and find Robert me first

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today.

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Try to make happy.

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And you're ahead of me, girl, I'm telling you, you're way ahead of me.

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You guys are good.

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Well, start thinking about your wins or just progress updates or anything that just feels

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like you want to share as we started here and wait for a few other people to pop.

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And I know we always have some people pop in and the first 10 to 15 minutes.

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But maybe think about something business related, maybe something personal related, I'll start.

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My personal win is that I am less stuffy than I was yesterday.

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I met with Laura.

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And yesterday for some reason the congestion hit like full force and I like was like completely

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stuff like I could not breathe. If I closed my mouth I was gonna suffocate. So today is like

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slightly better than that and I'm just taking it as a win and I slept better last night. You know

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it's so hard to sleep when you're a little stuffy and sick but that's my personal win.

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Let's see let's outgo work win so I think that this week's calls have been really good just like

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updates you know like everyone's kind of trucking along honestly and everyone's moving and

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grooving so I that was kind of encouraging this week you know just seeing how everyone's doing

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not necessarily anything crazy happening and sometimes that's just nice you know for it to be a

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little quiet and steady so that's that's my win. Does anybody want to go next or I'll talk court?

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I'll go win of the week business and personal and professional is ever done. Yeah. Oh double like

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okay uh her professional I feel like what we're about to talk about today is a win because

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previously we've taught this but we had to do it in like a twice as complicated way. It was doable

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and people did it but it was twice as hard like complication tech wise and we got an integration

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in uh to sobbing this week that allows us to do it like so much easier without any third part

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we had to even pay for another tool to kind of do what we were going to do this week and now we

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don't have to it's awesome and so that was a big win and I set it all up for myself um yesterday

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or maybe two years ago and I basically like canceled this other subscription last 50 dollars

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a month because like now we can just all do it within sabi so that was super cool I'm excited to

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teach you guys about it and then personal um Chelsea and I got massages last Friday that was

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awesome uh 90 minutes that's the way to go you know have you ever done two hours I feel like

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one time I did the 90 and I was like that felt like 60 so now I gotta go I gotta go two hours you

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know is that like the max though that's like I'm like you don't do four hour massages

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I've only ever seen two in the longest just book two back to back two hour massages feel like

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I'm just gonna sleep here you know but I've been like whenever so we'll go to the you know we go

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to the not the most expensive massage place let's just call it that um because you want to have

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frequency you know I'd rather have quantity over like the highest quality you know it's still

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quality but it's not like when there's some places around here it's like you could pay 600

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dollars for massage this is like I think it's 128 or what is it 100 it's like a hundred dollars

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basically for 90 minute massage not bad you know um and uh why am I telling the story I forget

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there's a point to this I got off track uh oh I've been telling them like because I've been

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I've been working out so I've been more sore so they always ask you what level of do you want

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you know and I'm like go hard basically is what I've been saying which I learned if you're like at

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an Asian massage place you don't say that because they will beat you up like actually

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they'll make you hurt afterwards like I was like okay maybe it's kind of like going to the

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Thai food place like you never order like level seven spicy like Gabby does you know

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you want to go like level one if you want spicy not level seven you know so same thing with the

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massage just tell them medium pressure because I was like limping afterwards you know like my calves

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anyways that was my win of the week that was a little long but it felt good

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uh do we popcorn is that how this works let's go ahead and pop forward for popcorn um Cindy

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let's go to you here win of the week

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May Cindy are there two of Cindy's or just one oh just one today yeah you're good

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the win of the week uh that's a hard win

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personal I guess I'm getting closer at the end of my bathroom remodel me and my husband are doing so

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we uh should hopefully have our shower working tonight so that may nice not have to come to this

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fall and take a shower in the mornings um

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You

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I don't know if I've had a win this week

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in the business-wise.

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I've been so focused on all the remodel at home.

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- Okay.

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- Okay, I guess.

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- First of all, good.

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- I guess figuring out what was wrong with my CRM.

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I guess that's a win.

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I haven't got it completely settled yet,

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but I thought that emailing came with it and it does,

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but you have to subscribe to an outside source

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for that to work in the CRM that I have.

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I don't know how that works with go-how level,

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if it's the same way or not.

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- Like you had to do another third party,

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like mail gun or send grid or something like that.

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- Yeah, it's been two forever for me to figure out

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why I'm asking chat and sobbing and not like--

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- But you gotta figure it out?

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- Why can't we figure this out?

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- Yeah, that's a win.

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Those are, it's complicated.

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The whole email deliverability thing, I'm still like,

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I was literally on a call an hour before this,

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like still confused about it.

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So you're not alone there.

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- So I guess figuring that out

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and that I just wasn't, that it wasn't just me.

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Not being able to get it right.

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So that was a win.

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- Yeah, that is a big win.

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We've been talking about that for a little while.

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Yeah, well, why don't you popcorn somebody?

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- Me?

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- Yeah.

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- Okay, I can see Marsha.

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- Okay, thanks, Cindy.

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We'll see, personally, my pool guy finally got it right today.

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It comes every Thursday.

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And I'm telling you, we've been going around and around

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to the point where I was even considering

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getting a different pool guy,

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but this morning when I went out, he finally got it right.

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So we've been working on that for about a month now.

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And professionally, we did our launch.

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We had our launch of our new product.

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And I had set up, as you had recommended,

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Stephen, the seven emails went heavy on that.

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And then I asked Sabi to, I forget the term you called it,

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but evaluate it basically and see how it's going and everything.

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And I think the final email goes out maybe tomorrow,

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but she, Sabi tweaked it and helped me get more opens

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and stuff like that.

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So professionally, that was the one coming.

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- Cool. - Yeah, yeah.

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So thank you guys.

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Let's see, let's go with Euclid.

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- Thanks, Marsha.

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I have a personal best.

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So I've made a last minute decision to go to Vegas.

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And this happened literally on Sunday,

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there will be happening the ClickFunnels final hack in live.

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And then I just got like a free ticket.

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And I was like, you know what?

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Like, I'm gonna go to this thing.

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So I bought my tickets and I'm coming.

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So that is my personal best.

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And I hope to see Stephen there.

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- I still haven't talked to Chelsea about it yet.

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So let me tell Sabi to remind me to do this in like two hours.

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- On Thursday, I just want to shout that out

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that the weekend is tomorrow after.

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- I know, it's like, it's like soon, right?

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Remind me to pitch Chelsea on me going to ClickFunnels

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in two hours.

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- Okay.

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- I'll have a whole webinar for her.

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- Well, since you were reaching her, Stephen,

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I just realized that I booked my hotel like for two person.

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- Oh, perfect.

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- Yeah, I would need to ask like for a different bed.

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Of course, we don't want to sleep together.

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You can join me.

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- You know, if you put enough pillows in the middle,

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it's fine, you know.

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- All right.

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- You guys, why don't you pop for somebody else?

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- All right.

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Tanya, did you go?

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- No, but I don't know what the question is,

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but give it to me.

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- Just personal business, best, win, progress,

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anything like that.

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- Okay, this week, we got to close actually some pretty good business,

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of which we did use,

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know why we rehab, but we do. So we're rehabbing this weekend and

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just tired and Sunday night, you know, just put together

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the presentation using perplexity. And it just made life so much

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easier. We don't know where we would be without just even

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having the knowledge of that and knowing how to talk to it

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too. So that was super awesome. So we went to that meeting and

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closed that meeting. And I was like a really big, big bill for

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us. So we're waiting on a few answers. So that's super awesome.

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Sweet. So you're saying that lead, what did they, did it come

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from the perplexity, like pipeline to have like the email

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outreach?

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Yes.

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Oh, yeah. So end to end found the lead helped you create the

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presentation. That's cool. It's on the energy side of things

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that that would be the thing. So cool. Wow. That's cool. That's

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awesome. Yeah. Awesome. Awesome. Okay, who isn't gone? Is it

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Lorelyn and Robert need to go. Robert, you're next.

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Thank you so much, Tonya. I'll get you back. So I guess a

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positive note is, so we have a bunch of stuff in our backyard

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that takes up a lot of room because over the years, you know,

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my wife likes to update things. And so there's some good stuff

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that's still good. But it's just been taking so much room. And

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so I've gotten condensed. And I've gotten like a truckload of

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big U hall that we actually dumped a bunch of it. So there's more

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room for the grandkids to play back down in the backyard.

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And for the business side, I mean, I'm catching up like you

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said, Gabby, I'm catching up on the videos. I feel a lot more

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comfortable and doing things. I think with the help of you and

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Steve and Hey, man, you're you crack me up on some of your

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videos. But yeah, things look pretty good. Once I start going

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get going on it, like you said, I think I think I'll feel a

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little more comfortable. Yeah, for sure. Awesome.

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Good work guys. I was laughing during that because I did not

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text out to Sabi. I texted that directly to Chelsea. Remind me

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to pitch Chelsea. She said that was supposed to go to Sabi. I was

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like, oops. That's out of the bag. All right, now she she could

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think about it for a couple hours before we talk about it.

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That's so funny.

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Laura, do you want to go next?

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There we go. Sorry. I accidentally clicked my share button.

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It's not supposed to. My personal win is that I got to see

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my significant other. We're a long distance, so I got to see

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him. And I'm going to the beach soon. And my business win is I

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feel finally got the last piece of the financial part set in

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stone for my business. So here is just to skyrocket it and to

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finally launch things.

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Yeah, that's great. But that feels good.

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Yeah, it did.

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Well, those are all fun updates. Thank you guys for laughing

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at all of us being silly and just having a good time. Steven,

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are you ready? Yeah, let's do it. Quick announcement. You guys

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already know, but maybe not. We are doing a thing in San Diego.

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If you guys want to come, it's nice out right now. It's the

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best time of year to come. And you guys all have an included

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ticket. So there are people paying to be here. But you guys,

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if you come here on this page, it's a it's a really a two day

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event, but it's, you know, most of you are flying in Wednesday

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night, kind of would be like two days Thursday Friday and then

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feel flying outside. If you had to, you could go home Saturday,

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you could come in late Thursday if you want to, you know, do a

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strike mission quick trip. But most people are doing Wednesday

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this Saturday. And we'll do two kind of full days of of just

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business growth sessions with me and Euclides. We have some

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special guest trainers coming. Pedro Elise is a good friend of

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mine. She built the seven figure business. Pedro has multiple

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businesses, eight figures, Colin Boyd, seven figure online

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business as well. And still actually confirming one or two

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more people that are even on this list. So it's going to be

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If you want to grab it, um, your, your seats, basically, we have like, uh, for

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our members, you said the reserve your spot, right?

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So just reserve your spot.

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You go here, you'll see the higher price point, but just put in the promo

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code right here, uh, B, A, L, V off site.

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Uh, now this is like our off site.

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So it's at an Airbnb.

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So you can like stay in the Airbnb.

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I think there's, there's like one more spot, but it might be, it might be

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claimed to potentially they're claimed as of right now.

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Okay.

283
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Okay.

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Cool.

285
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So there's no more spots in the Airbnb, but you can stay off site and still join

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us for the days and all that stuff.

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And I think I spelled something wrong.

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Oh, BA level three off site.

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I think that's, I don't know.

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BA, LV three off site.

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Did I get that right?

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Well, just saying you need to put in your email.

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Oh, oh, okay.

294
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Got it.

295
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Let's see.

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I'll do Stephen Diaz.

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Let's see if this works for me.

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Yay.

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Okay.

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Cool.

301
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So it brings down to 150.

302
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This is a seat deposit.

303
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So if you show up, you get it back.

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Okay.

305
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But if you don't come, it's going to feed all the other people.

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Uh, the reason we do this is because we've learned the hard way.

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Uh, if you just say it's free, people will go sign up to, like claim their ticket,

308
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but then they might not show up and then you have a lot of food, you know,

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and like a lot of seats and things that, you know, so we just want to

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make sure you're for sure are coming.

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Um, so seat deposit may just come and then you get it back because it is included

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with your business accelerator, uh, membership, like an event.

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So if you can't make this one, no worries.

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We'll, you know, we'll do a future run of some sort.

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You can come to that one.

316
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Um, so it's not like it expires or something after, you know, this time

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or something like that.

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So you guys got the link in the chat.

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That was the only announcement.

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Uh, and then what we're going to do today is, um, uh, some of the things

321
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in the business accelerator, like let me share my screen again.

322
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And we'll go over here.

323
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Okay.

324
00:22:01.880 --> 00:22:03.600
So this is kind of our journey, right?

325
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Um, some of these things, especially in like these, this first four weeks,

326
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they really kind of build a little bit on one another.

327
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Um, you know, partnership, we're getting leads, right?

328
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Now we're, we're looking to, uh, um, uh, build a conversion vehicle, right?

329
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These are things like this thing you can start, but then you're going to,

330
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you're going to nurture that thing and monitor it and make it better over time.

331
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Same thing with the start it, nurture it, monitor over time.

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The audit, the bottlenecks and the self improving stuff, those are really looking

333
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back and kind of like using AI to help us self improve things that could be applied

334
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anywhere across your business.

335
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But a lot of us were applying it to some of these things, probably,

336
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or things that are already running in our business.

337
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Um, so these things definitely compounding, definitely things that you're not going

338
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to solve overnight, but things you're going to continue to work on, making better

339
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and better and better and better.

340
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Um, I was just on a call, like I have a peer master management.

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So it's a, just a handful of business owners.

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We basically all put in some money into a pot.

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And then we basically spend it on ourselves for the year.

344
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So, um, it's there's like no one person that makes money in this mastermind.

345
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We just like no one makes money, but it's a bunch of like, you know, seven

346
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and eight figure business owners.

347
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And I was literally just on a call with someone yesterday who like she started

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a webinar in March, right?

349
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So that was her conversion event, right?

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Kind of her sales asset.

351
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So generating leads from Facebook ads, from, from reach out, from organic to a

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webinar, right?

353
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And, uh, um, it took her a little bit to get off the ground, right?

354
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Like take some swings, take some tries or take some iterations, take some

355
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tweaking some things, okay, make it shorter, make it longer, make it, you know,

356
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add this story, remove this story, like, you know, you're just tweaking every time

357
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you do it based on the feedback, based on what you're seeing.

358
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And she just crossed a million dollars in sales on this webinar, uh, as of like

359
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this week, right?

360
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Like that's crazy.

361
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You know, now that's someone who's been doing this a little bit.

362
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Okay.

363
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Like, so she's had some years of doing things, um, but it's not impossible to find

364
00:23:56.440 --> 00:24:01.200
an offer that works and to just kind of keep going at it until it gets better and

365
00:24:01.200 --> 00:24:05.560
better and better until you scale to numbers that you probably couldn't have

366
00:24:05.560 --> 00:24:06.560
even dreamed of, right?

367
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Like, and we've seen that in our business, so many other people's businesses, but

368
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does take that consistency of focus on that one thing to kind of just iterate it,

369
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make it a little bit better, make it a little bit better.

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And, uh, I mean, Euclid's going to test to this too.

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Like when he came on our team, um, you know, he kind of came under my wing and

372
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the marketing side of things.

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And I was like, okay, I'm going to show you how we do things.

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And it's just like every day, we're just like, all right, what are we making a

375
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tiny bit better?

376
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Like even our funnel this morning, we made a change too.

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Cause we were like, Oh man, like it's not, we're just looking at the bottle next.

378
00:24:38.520 --> 00:24:39.680
Same thing I'm teaching you guys.

379
00:24:39.680 --> 00:24:43.080
We're, we're driving ads to a landing page and we're, we're seeing only, we

380
00:24:43.080 --> 00:24:45.560
were seeing like a 10% or maybe it was 20%.

381
00:24:45.560 --> 00:24:49.320
I forget, but it was like a low percentage opt in and this is a free thing.

382
00:24:49.320 --> 00:24:51.480
So it's like a free, awesome thing.

383
00:24:51.480 --> 00:24:53.200
And like that's a pretty low percentage.

384
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If we send a hundred people to the page, only 20 people are opting in, you know,

385
00:24:56.840 --> 00:24:58.400
like it was like, okay, we could do better.

386
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So we literally just changed.

387
00:25:06.480 --> 00:25:11.560
and we know that our audience, I mean, look at this room, it's a, excuse, more female.

388
00:25:11.560 --> 00:25:16.960
It just does. And so we put more women in the photo and literally, boom, marker versions

389
00:25:16.960 --> 00:25:20.880
went out. I was like, just that one little tweak. But sometimes you just got to like,

390
00:25:20.880 --> 00:25:24.160
we, we just got to like look at it and just go like, what's happening here? What could

391
00:25:24.160 --> 00:25:28.440
I try just slightly different? We didn't change a hundred things on the page because

392
00:25:28.440 --> 00:25:32.040
if you change a hundred things, you don't know what worked, right? You don't know. Like,

393
00:25:32.040 --> 00:25:35.880
was it me changing the headline? Was it me changing the photo? Was it me changing that

394
00:25:35.880 --> 00:25:42.200
footer down there or whatever, or fixing the misspelling, you know? And so we just were

395
00:25:42.200 --> 00:25:47.840
like, you know, and some of our ads, the reason we changed it on the funnel is because when

396
00:25:47.840 --> 00:25:55.160
we were testing ads this time, we tested four different demographics with the ad. I don't

397
00:25:55.160 --> 00:25:58.520
know you guys. Could we show that? I mean, I guess I could show it on my end, right? Let

398
00:25:58.520 --> 00:26:02.800
me show you guys the ads just like as teaching moment, you know, like this is not like you

399
00:26:02.800 --> 00:26:08.180
guys, I think sometimes people envision, you start a business and you can just use AI and

400
00:26:08.180 --> 00:26:12.040
like sit on the beach and like, it's all automated, you know? And like, it's true. You

401
00:26:12.040 --> 00:26:18.080
can definitely like make parts of the business hands off and easier, but we are still constantly

402
00:26:18.080 --> 00:26:22.760
just trying things to like see if we can get better numbers, you know? So this is our

403
00:26:22.760 --> 00:26:29.760
ad account over running ads. That's just kidding. That's an old ad account. Here we go. Okay.

404
00:26:29.760 --> 00:26:35.360
Yeah. Is that it? Did I do the right one? Yep. Okay. So this is a challenge we're running

405
00:26:35.360 --> 00:26:41.360
for next week. Okay. And oh, now we have a bunch of ads. But when we first started, we

406
00:26:41.360 --> 00:26:48.440
had basically a black man or Asian woman, a white woman and me. Okay. And guess who won?

407
00:26:48.440 --> 00:26:55.360
It wasn't me. Okay. Me and the black guy, we did not do so well. But I think Asian woman,

408
00:26:55.360 --> 00:27:00.040
she's women, she's winning right now. She's got our lowest cost per purchase. She got

409
00:27:00.040 --> 00:27:04.040
the most purchases, you know? And so we're spending more on her, but we would have never

410
00:27:04.040 --> 00:27:07.360
known that if we didn't try, you know? And so the thing with advertising is that you

411
00:27:07.360 --> 00:27:10.640
always want to try different kind of things like this is the video. Okay. Let me see if

412
00:27:10.640 --> 00:27:15.560
I can share my sound. It's actually a video of me that we knew worked previously. We just

413
00:27:15.560 --> 00:27:19.120
put a different hook on the beginning. And it's totally made with AI. So this is an

414
00:27:19.120 --> 00:27:23.080
AI person at the beginning. And then it goes to me, but it's quick enough that you can't

415
00:27:23.080 --> 00:27:28.160
really tell. I mean, like maybe you can. But here's, here's the video, right? Let's see

416
00:27:28.160 --> 00:27:34.440
if I can play it. Oh, there it is. Oh, how do you do this? You go preview? Okay. Here

417
00:27:34.440 --> 00:27:44.400
we go. Yes. Someone just built the most powerful AI toolkit for business owners on the planet.

418
00:27:44.400 --> 00:27:50.640
Over 52 working simultaneous. It's so funny because like, I thought it was too slow too.

419
00:27:50.640 --> 00:27:55.680
I was like, you guys, it's too slow. She's talking too slow, you know? And so we did a

420
00:27:55.680 --> 00:28:01.960
fast version. And the slow version totally won. It totally crushed the fast version.

421
00:28:01.960 --> 00:28:05.880
So some of your assumptions of what you think will work won't work, you know? And so we're

422
00:28:05.880 --> 00:28:12.120
just constantly testing stuff. And so that's how we got the clue that like, okay, I mean,

423
00:28:12.120 --> 00:28:15.600
I guess we didn't put a, we didn't put an Asian woman on the, on the funnel. It's a

424
00:28:15.600 --> 00:28:19.360
bunch of, it's a bunch of white women. But there are people we knew that we're going

425
00:28:19.360 --> 00:28:22.520
to play clips of in the challenge. So we wanted to look like, okay, these people are

426
00:28:22.520 --> 00:28:26.360
part of the challenge. But that's how we got the clue of like, what to change on the

427
00:28:26.360 --> 00:28:32.080
page was we kind of got that signal from downstream. Like, oh, right now, Steven's ad

428
00:28:32.080 --> 00:28:36.720
is not performing. It's the, it's this other hook that's performing. Let's try kind of

429
00:28:36.720 --> 00:28:42.480
making it congruent down the, down the funnel, down the customer journey. Okay. So just,

430
00:28:42.480 --> 00:28:46.720
just to make that real for you guys, as you guys are generating leads with email outreach,

431
00:28:46.720 --> 00:28:51.440
right, we're always looking for what works and then doing more of that. If you get, you

432
00:28:51.440 --> 00:28:55.400
know, a couple of responses on some of those cold emails, we're like, what was that email

433
00:28:55.400 --> 00:28:59.000
that I sent, right? Like, like, what was the structure? What was the subject line? And

434
00:28:59.000 --> 00:29:02.120
I'm like, okay, let's try that more of that, right? And then you just, that's how you get

435
00:29:02.120 --> 00:29:05.320
these things better and better over time is you're just looking for what's working, you're

436
00:29:05.320 --> 00:29:11.520
doing more of that. And, and sometimes you just got to try stuff. You're like, okay,

437
00:29:11.520 --> 00:29:15.320
nothing's working. So we just got to throw out something, you know, something different,

438
00:29:15.320 --> 00:29:20.080
something that's, you know, maybe outside the box, ask AI for ideas. And then if once

439
00:29:20.080 --> 00:29:23.440
you just see a little bit of fruit somewhere, you're like, okay, let me pick that and plant

440
00:29:23.440 --> 00:29:26.600
it over here and grow more fruit, right? You just kind of start moving it down the line

441
00:29:26.600 --> 00:29:30.080
and doing more of what's working. So that makes sense kind of the concept. So I just

442
00:29:30.080 --> 00:29:33.840
want to encourage you guys if you're, you know, feeling like, okay, I created some stuff,

443
00:29:33.840 --> 00:29:37.080
I have, but I have some stuff like very much in progress, like I'm working on it.

444
00:29:37.080 --> 00:29:41.640
That's totally normal, you know, and it just takes time and iteration to get it to

445
00:29:41.640 --> 00:29:49.360
a place where it's, it's a well seasoned or well oiled machine, so to say. So with that,

446
00:29:49.360 --> 00:29:53.760
we wanted to just do a quick check in on kind of the last handful of weeks. Last week,

447
00:29:53.760 --> 00:29:58.680
we talked about the self improving agent concept, give you a lot of ideas on how to

448
00:29:58.680 --> 00:30:00.000
install one of those agents.

449
00:30:02.900 --> 00:30:04.660
It could be content creation,

450
00:30:04.660 --> 00:30:06.420
where it's looking at your content,

451
00:30:06.420 --> 00:30:09.180
helping you make it, again, look for what works

452
00:30:09.180 --> 00:30:10.220
and do more of it.

453
00:30:10.220 --> 00:30:11.460
It could be like, " uh, Mars Show,"

454
00:30:11.460 --> 00:30:13.220
where it's like, "look at my emails," right?

455
00:30:13.220 --> 00:30:15.820
And then I'm sending out a look at the performance

456
00:30:15.820 --> 00:30:17.880
and then let's help me do more of what's working.

457
00:30:17.880 --> 00:30:20.560
So it's essentially using AI to do what I just told you,

458
00:30:20.560 --> 00:30:22.400
which is like, we look for what works

459
00:30:22.400 --> 00:30:23.620
and we do more of that.

460
00:30:23.620 --> 00:30:26.260
Or we look for what's broken and we try to fix that, right?

461
00:30:26.260 --> 00:30:28.780
We like to look at where is it breaking

462
00:30:28.780 --> 00:30:30.760
and we fix that thing.

463
00:30:30.760 --> 00:30:35.760
So any questions or feedback you guys wanna ask for

464
00:30:35.760 --> 00:30:38.960
or anything like that that we can help with,

465
00:30:38.960 --> 00:30:41.240
just looking back on some of those weeks,

466
00:30:41.240 --> 00:30:44.200
self-improvement agents or the lead gen system,

467
00:30:44.200 --> 00:30:45.040
anything like that.

468
00:30:45.040 --> 00:30:47.080
So, Lorelin, you said you got a question?

469
00:30:47.080 --> 00:30:48.160
Let's do it.

470
00:30:48.160 --> 00:30:49.000
- Yeah.

471
00:30:49.000 --> 00:30:54.000
So I'm at the very early stages of building workflows.

472
00:30:54.000 --> 00:30:55.520
- Okay, yeah.

473
00:30:55.520 --> 00:30:57.880
- The biggest struggle that I have is like,

474
00:30:57.880 --> 00:30:59.220
I'm testing outreach.

475
00:30:59.220 --> 00:31:01.740
I'm gonna plan on doing an outreach once it's nailed down.

476
00:31:01.740 --> 00:31:05.340
But how can I use the self-improvement agent

477
00:31:05.340 --> 00:31:09.060
to do like SOPs or pitch rough?

478
00:31:09.060 --> 00:31:12.020
I do a ton of pitch writing because I'm a PR person.

479
00:31:12.020 --> 00:31:12.860
- Oh, yeah.

480
00:31:12.860 --> 00:31:16.580
- Like give it templates, create SOPs, things like that.

481
00:31:16.580 --> 00:31:17.680
How do I prompt?

482
00:31:17.680 --> 00:31:19.520
- Yeah.

483
00:31:19.520 --> 00:31:22.660
So you're saying how would you do the self-improvement agent

484
00:31:22.660 --> 00:31:25.260
to create those things for you?

485
00:31:25.260 --> 00:31:28.740
- Yeah, create like an SOP builder or something.

486
00:31:28.740 --> 00:31:31.860
Something of those regards.

487
00:31:31.860 --> 00:31:32.940
- 'Cause that would be,

488
00:31:32.940 --> 00:31:35.140
it'll be more of like just an agent, right?

489
00:31:35.140 --> 00:31:36.860
But the self-improvement agent would be like,

490
00:31:36.860 --> 00:31:38.540
essentially looking at the finished work

491
00:31:38.540 --> 00:31:39.980
and making it better.

492
00:31:39.980 --> 00:31:42.060
So one thing, let me think.

493
00:31:42.060 --> 00:31:44.660
I mean, like it's so funny of these AI agent thing.

494
00:31:44.660 --> 00:31:47.020
I kind of think about like how I would do it with a human.

495
00:31:47.020 --> 00:31:49.940
Like when we had a lot of employees, right?

496
00:31:49.940 --> 00:31:51.260
There was a lot of SOPs,

497
00:31:51.260 --> 00:31:53.820
which is like, here's the standard operating procedure

498
00:31:53.820 --> 00:31:58.820
how you respond to like whatever customer ticket, you know?

499
00:31:58.820 --> 00:32:02.020
And we have 10 people that are all following the SOP.

500
00:32:02.020 --> 00:32:04.020
And so we kind of would always like,

501
00:32:04.020 --> 00:32:07.660
we would like periodically audit the process

502
00:32:07.660 --> 00:32:08.860
and change the SOP.

503
00:32:08.860 --> 00:32:10.980
'Cause sometimes like the first time you do something, right?

504
00:32:10.980 --> 00:32:12.860
It's like, you do the 10 step way,

505
00:32:12.860 --> 00:32:13.860
but then over time you're like,

506
00:32:13.860 --> 00:32:15.620
I've got to figure out the two step way.

507
00:32:15.620 --> 00:32:17.460
So I think that's probably what I would do is I,

508
00:32:17.460 --> 00:32:20.480
if you want an agent that helps you write the SOPs,

509
00:32:21.460 --> 00:32:23.940
that one, you're using cloud, right?

510
00:32:23.940 --> 00:32:24.780
Is that right?

511
00:32:24.780 --> 00:32:26.180
- Yes, I'm using cloud.

512
00:32:26.180 --> 00:32:31.500
- I would do like a workspace and I would,

513
00:32:31.500 --> 00:32:32.740
well, you probably have a workspace,

514
00:32:32.740 --> 00:32:35.860
but I would basically upload a bunch of examples,

515
00:32:35.860 --> 00:32:38.460
if you have examples of existing SOPs.

516
00:32:38.460 --> 00:32:41.540
Do you have existing SOPs or are you kind of starting

517
00:32:41.540 --> 00:32:42.380
from scratch?

518
00:32:42.380 --> 00:32:43.620
- I'm starting from scratch,

519
00:32:43.620 --> 00:32:47.420
but I have existing proposals that failed,

520
00:32:47.420 --> 00:32:49.300
but I can feed that to--

521
00:32:49.300 --> 00:32:50.140
- Okay, yeah, yeah.

522
00:32:50.140 --> 00:32:51.780
So you could say these ones didn't work

523
00:32:51.780 --> 00:32:54.180
and then these ones did work, you know?

524
00:32:54.180 --> 00:32:55.220
Like that would be great.

525
00:32:55.220 --> 00:32:57.180
And then basically over time,

526
00:32:57.180 --> 00:32:58.580
it kind of becomes self-improvement

527
00:32:58.580 --> 00:33:00.300
because you would just go update it.

528
00:33:00.300 --> 00:33:02.300
You'd be like, hey, this proposal worked,

529
00:33:02.300 --> 00:33:03.620
this proposal didn't.

530
00:33:03.620 --> 00:33:05.220
And just have it continually,

531
00:33:05.220 --> 00:33:07.540
basically like update its brain around what's working,

532
00:33:07.540 --> 00:33:08.500
what's not working.

533
00:33:08.500 --> 00:33:09.660
- So it's using it,

534
00:33:09.660 --> 00:33:12.100
use it sort of like a product for--

535
00:33:12.100 --> 00:33:13.220
- Exactly, yeah.

536
00:33:13.220 --> 00:33:14.860
And then kind of from that,

537
00:33:14.860 --> 00:33:17.940
you basically tell it to create like,

538
00:33:17.940 --> 00:33:19.780
create me like a master guide

539
00:33:19.780 --> 00:33:23.540
to create these SOPs based on what we know

540
00:33:23.540 --> 00:33:25.420
about what works and what doesn't work.

541
00:33:25.420 --> 00:33:27.300
And they'll kind of like analyze, you know,

542
00:33:27.300 --> 00:33:28.740
like the things that are working,

543
00:33:28.740 --> 00:33:30.180
things that are not working.

544
00:33:30.180 --> 00:33:34.940
And then you kind of have that prompt or that agent

545
00:33:34.940 --> 00:33:36.580
to say like anytime you need an SOP,

546
00:33:36.580 --> 00:33:37.620
you just go to it and say, okay,

547
00:33:37.620 --> 00:33:38.860
write me the first draft of this

548
00:33:38.860 --> 00:33:41.540
following our best practices, you know?

549
00:33:41.540 --> 00:33:46.540
Like I created a marketing, what is it called?

550
00:33:46.740 --> 00:33:48.620
Marketing best practices or something like that.

551
00:33:48.620 --> 00:33:52.700
Like I have this one guide that I created just for our team,

552
00:33:52.700 --> 00:33:54.060
but I'll even use it with AI.

553
00:33:54.060 --> 00:33:56.020
Like I'll pull it up here, marketing.

554
00:33:56.020 --> 00:33:58.700
Try and true.

555
00:33:58.700 --> 00:34:00.500
Okay, I just clicked on the wrong one.

556
00:34:00.500 --> 00:34:01.620
Sorry guys, hold on.

557
00:34:01.620 --> 00:34:05.540
Okay, here it is.

558
00:34:05.540 --> 00:34:06.380
So this is like an,

559
00:34:06.380 --> 00:34:07.620
this is not really an SOP,

560
00:34:07.620 --> 00:34:09.020
it's more just like a guide, right?

561
00:34:09.020 --> 00:34:13.739
It's like, okay, so we like to only sell the next step,

562
00:34:13.739 --> 00:34:16.060
meaning we don't try not to sell, you know,

563
00:34:16.060 --> 00:34:17.420
hey, come to San Diego, we sell,

564
00:34:17.420 --> 00:34:18.900
hey, get our tool kit, right?

565
00:34:18.900 --> 00:34:20.060
Then they might join a challenge,

566
00:34:20.060 --> 00:34:21.020
then they might join the thing,

567
00:34:21.020 --> 00:34:23.739
then they might come to San Diego, right?

568
00:34:23.739 --> 00:34:25.820
Reduce all friction, like as much as we can,

569
00:34:25.820 --> 00:34:28.100
like so I will test the landing page.

570
00:34:28.100 --> 00:34:29.219
Is it congruent?

571
00:34:29.219 --> 00:34:30.500
So these are like things that like,

572
00:34:30.500 --> 00:34:34.300
I could actually give this to an AI tool, right?

573
00:34:34.300 --> 00:34:36.980
And actually say, hey, go through my landing page.

574
00:34:36.980 --> 00:34:40.340
And like, you know, like check all these things for me, right?

575
00:34:40.340 --> 00:34:41.980
And it'll actually go look through these things

576
00:34:41.980 --> 00:34:46.179
and provide improvements, you know, on my website.

577
00:34:46.179 --> 00:34:47.739
So that's like, it's not an SOP,

578
00:34:47.739 --> 00:34:49.820
it's more just like a guide.

579
00:34:49.820 --> 00:34:52.820
Sometimes SOPs are like processes, like...

580
00:34:52.820 --> 00:34:53.659
- Right.

581
00:34:53.659 --> 00:34:58.580
- Like, like we had an SOP for writing a job description

582
00:34:58.580 --> 00:35:00.160
called like the 4R,

583
00:35:03.400 --> 00:35:07.860
responsibilities. And I don't know what the fourth hour was.

584
00:35:07.860 --> 00:35:12.240
A framework. And then it was like every job post, we'd just go to AI,

585
00:35:12.240 --> 00:35:15.160
like here's, we kind of ranted it. Here's what we're thinking about hiring.

586
00:35:15.160 --> 00:35:17.360
Here's what we're looking for. And it would just spit out this like perfect

587
00:35:17.360 --> 00:35:22.440
job post that was very, you know, uh, matched all of our other stuff.

588
00:35:22.440 --> 00:35:25.360
So I think that's what I could see you doing is just creating like basically a

589
00:35:25.360 --> 00:35:29.440
template. It's almost like a template. And then you just use that to create

590
00:35:29.440 --> 00:35:32.880
more. And then, and it does get better over time as you see more of them.

591
00:35:32.880 --> 00:35:36.800
I didn't know really like I'm thinking the back of my brain,

592
00:35:36.800 --> 00:35:40.720
how do I use the skill and so that helps. So like, yeah, yeah, you could,

593
00:35:40.720 --> 00:35:45.360
with Claude, you can ask it to build a skill, which is essentially an SOP. Right.

594
00:35:45.360 --> 00:35:49.120
So at some point, if you've done this a little bit, like I'll usually start in a

595
00:35:49.120 --> 00:35:53.000
chat and then I'll be like, Hey, can we make a skill out of this? You know,

596
00:35:53.000 --> 00:35:58.840
so like, like the first time I think we used perplexity to send an email through

597
00:35:58.840 --> 00:36:03.360
active campaign, right? So this would be like using perplexity to send an email

598
00:36:03.360 --> 00:36:07.040
through high level or, you know, rain flow or something, right? The first time we

599
00:36:07.040 --> 00:36:10.120
did that, it was kind of clunky and we had to like answer a bunch of questions

600
00:36:10.120 --> 00:36:13.640
and like, you know, Oh, what's this thing? Okay, here it is. What's this? What's the

601
00:36:13.640 --> 00:36:17.000
subject line? What's the sender? What's the whatever? There's all these things

602
00:36:17.000 --> 00:36:21.160
that it was asking us. And I didn't want to do that every time. So after we did it

603
00:36:21.160 --> 00:36:26.120
once, we got to work, then we just asked the chat, like, can we make a skill out

604
00:36:26.120 --> 00:36:29.400
of this? And it's like, yeah, and it makes a skill. And I was able to share the

605
00:36:29.400 --> 00:36:33.280
skill with you clients and Joe on our team. And now all of us can send email

606
00:36:33.280 --> 00:36:36.120
through active campaign just from perplexity. Like, we can have it write a

607
00:36:36.120 --> 00:36:41.000
whole sequence, schedule it all in perplex or inactive campaign. And it's

608
00:36:41.000 --> 00:36:46.040
cohesive because it's following basically the SOP, the skill. Yeah, and

609
00:36:46.040 --> 00:36:49.440
Sabi, Sabi doesn't have like a skill feature like that. So if that's why,

610
00:36:49.440 --> 00:36:52.040
like, we are teaching perplexity in cloud, because it has a more

611
00:36:52.040 --> 00:36:56.640
customization as when it comes to skills. The closest thing Sabi would have

612
00:36:56.640 --> 00:37:01.280
would be what we call a task. So if you guys are using Sabi, when we go

613
00:37:01.280 --> 00:37:07.160
over to Sabi real quick, do I have Sabi open? Hold on one second. Sabi,

614
00:37:07.160 --> 00:37:14.520
in this little task area here, let me just, you guys can't see that,

615
00:37:14.520 --> 00:37:20.960
can you? Okay, there it is. Okay, so new task up here, you can create a

616
00:37:20.960 --> 00:37:24.800
task. You can also do this via text message. But this essentially could be

617
00:37:24.800 --> 00:37:28.680
a skill. Like you're like, Hey, we're going to, like I was talking to

618
00:37:28.680 --> 00:37:32.040
another guy the other day who has Sabi do like content creation for him.

619
00:37:32.040 --> 00:37:36.320
So he's like, every day at seven a.m. Go research training topics in my

620
00:37:36.320 --> 00:37:40.520
niche and put it in this Google sheet, right? And then he has another skill.

621
00:37:40.520 --> 00:37:43.760
That's like, okay, go look at that Google sheet of training topics and write

622
00:37:43.760 --> 00:37:48.440
me content in these formats. And he has like really specific formats for his

623
00:37:48.440 --> 00:37:53.280
audience that he like kind of like he was really detailed with like how he's

624
00:37:53.280 --> 00:37:58.640
talking or like what he wants the AI to say, basically, like we always, we

625
00:37:58.640 --> 00:38:03.080
always start in a moment instead of like with a statement. So it's like, you

626
00:38:03.080 --> 00:38:06.840
know, I could feel the sand underneath my feet, you know, the way it was

627
00:38:06.840 --> 00:38:09.000
were crashing. It's like they start in the moment, let's go starting the

628
00:38:09.000 --> 00:38:12.680
moment. So you had like really clear guidance on even like how it would

629
00:38:12.680 --> 00:38:18.440
write. But it made all his posts sound really like, like, you know, cohesive,

630
00:38:18.440 --> 00:38:21.920
you know, right, those all in a task. And then Sabi would write this

631
00:38:21.920 --> 00:38:26.120
content, but it'd be really good because there's trending topics. It was in his

632
00:38:26.120 --> 00:38:30.080
brand voice really detailed. And he had it all go into a Google Doc,

633
00:38:30.080 --> 00:38:32.960
really, like where it's like he just has this daily Google Doc of all his

634
00:38:32.960 --> 00:38:38.840
content ideas. And then he goes out and shoots it. So yeah. Cool.

635
00:38:40.000 --> 00:38:45.440
Sweet. Anyone else want to ask a question before we move into today's topic,

636
00:38:45.440 --> 00:38:50.880
which is we're building a finance agent today. Okay, finance. But any

637
00:38:50.880 --> 00:38:58.200
questions before we go into that? All right. Cool. So transitioning,

638
00:38:58.200 --> 00:39:01.840
okay, we're going to get into a workshop. This is one I think I kind of

639
00:39:01.840 --> 00:39:05.440
started this thought and I didn't end the thought. So previous weeks have

640
00:39:05.440 --> 00:39:09.520
compounded on one another a little bit. This is definitely a one off week

641
00:39:09.520 --> 00:39:12.280
that like, if you're feeling a little behind, you could do this week,

642
00:39:12.280 --> 00:39:15.520
like you could do it live on the call and have it done by the end of the

643
00:39:15.520 --> 00:39:18.520
call. So like, it's kind of one of those ones that you should try this

644
00:39:18.520 --> 00:39:21.480
like you should do this with me. You're going to want a computer,

645
00:39:21.480 --> 00:39:25.200
probably, if you're on your phone, you're going to want to be like,

646
00:39:25.200 --> 00:39:28.440
have a computer nearby. But we could literally get this done. And this is

647
00:39:28.440 --> 00:39:32.160
such a valuable asset to have working on your team. Essentially,

648
00:39:32.160 --> 00:39:35.480
we're going to build a team member that that knows your finances and can

649
00:39:35.480 --> 00:39:38.880
help you with all things kind of financial. Well, I wouldn't say all

650
00:39:38.880 --> 00:39:41.600
things. They can't move money around or pay people or, you know,

651
00:39:41.600 --> 00:39:44.640
spend money for you. But it's going to have visibility, which gives you

652
00:39:44.640 --> 00:39:48.000
like just a lot of clarity. And that's kind of really the goal all the

653
00:39:48.000 --> 00:39:52.160
week is financial clarity when it comes to your business and even

654
00:39:52.160 --> 00:39:55.400
personal. Maybe the business is just getting off the ground. You can

655
00:39:55.400 --> 00:39:58.600
actually apply this to your personal. And I've done this as well.

656
00:39:58.840 --> 00:40:01.400
And I literally--

657
00:40:05.320 --> 00:40:09.620
saved $100 like on the personal side of things because like I just had it looking at some

658
00:40:09.620 --> 00:40:13.120
of the stuff we were doing and they found a bunch of subscriptions I wasn't using, you

659
00:40:13.120 --> 00:40:16.920
know, and I had it, I basically had it remind me to cancel them, I cancel them and boom,

660
00:40:16.920 --> 00:40:23.440
it's like a hundred or maybe even $150 that I save just like setting this thing up. So,

661
00:40:23.440 --> 00:40:28.480
and yeah, so this is going to be powerful. It's going to be fairly easy to follow, but

662
00:40:28.480 --> 00:40:31.920
there are some parts that are that are interactive that takes them like time where you just have

663
00:40:31.920 --> 00:40:36.200
to like connect something, wait for it to connect, verify it, that type of thing. So,

664
00:40:36.200 --> 00:40:41.720
let me share my screen and then I will share the link with you guys as well here. Okay.

665
00:40:41.720 --> 00:40:46.080
This is the kind of like that, that page we've been using. We just, we just vibe code these

666
00:40:46.080 --> 00:40:50.040
instead of giving you guys slides, we just put them on a website. The password to this

667
00:40:50.040 --> 00:40:56.160
is, um, is August. Okay, so if you go to this link, it's August and if it gets you on week

668
00:40:56.160 --> 00:41:02.360
one, just go over to week six. Remember, there was no really week four because we, um, did

669
00:41:02.360 --> 00:41:08.720
a, we did a gap week there where we were doing that bottleneck review, August. Okay, there

670
00:41:08.720 --> 00:41:17.720
we go. I'm in, go to week six. Okay. And, uh, week six is all about a live agent build

671
00:41:17.720 --> 00:41:22.280
on the financial side of things. We call us our financial clarity agent. Um, this is

672
00:41:22.280 --> 00:41:29.400
an AI agent that can actually help you have visibility into, uh, balances, transactions,

673
00:41:29.400 --> 00:41:33.920
and then with that visibility, um, it, you can do so much with it. So where we're kind

674
00:41:33.920 --> 00:41:37.360
of going, I'll show you like the final product, you know, like the cooking shows, they like

675
00:41:37.360 --> 00:41:41.120
show you the, the final, you know, here's what it's going to look like. We're going

676
00:41:41.120 --> 00:41:44.880
to cook this thing. Okay. Um, this is what it's going to look like. It's not the sexiest

677
00:41:44.880 --> 00:41:49.680
thing, but it's like, okay, I'm going to tell you why this is important. So where we're

678
00:41:49.680 --> 00:41:56.520
going is we're going to build basically with AI, um, a finance tracker like this. And this

679
00:41:56.520 --> 00:42:02.280
will be updated by your AI agent every single day. So if you want to do business and personal,

680
00:42:02.280 --> 00:42:06.480
this is a sample business, just a made up business. You could basically have two tasks

681
00:42:06.480 --> 00:42:11.360
for business. You have, okay, here's all my business balances. This is not just like,

682
00:42:11.360 --> 00:42:17.480
um, cash. It's also credit, like lines of credit, available credit. Um, and then, uh,

683
00:42:17.480 --> 00:42:22.120
second tab is transactions. This is like everything happening every single day. So like every

684
00:42:22.120 --> 00:42:26.520
transaction happening on your, your credit guard, your bank account, whatever, it'll get

685
00:42:26.520 --> 00:42:30.960
pulled into here every single day. Okay. And then on the personal side of things, same

686
00:42:30.960 --> 00:42:35.480
thing. You got balances. You got transactions. But the reason why this is important, this

687
00:42:35.480 --> 00:42:39.960
is powerful to have. So this AI agent every morning, it can go and check these things

688
00:42:39.960 --> 00:42:44.240
and update this thing. So every morning, it's going to be like, Hey, let me check the balances,

689
00:42:44.240 --> 00:42:48.480
do the sheet. Let me check the transactions for the last 24 hours, update the sheet. Why

690
00:42:48.480 --> 00:42:52.680
is this powerful? You can do so much with these numbers, right? Now you could do this

691
00:42:52.680 --> 00:42:57.880
in quick books or whatever. You could download, you know, spreadsheets constantly. But what

692
00:42:57.880 --> 00:43:03.200
if it was just updated in real time and literally every day, you could just look at a CEO dashboard,

693
00:43:03.200 --> 00:43:06.600
right? And be like, here's what's going on in my business. Or here's what's going on

694
00:43:06.600 --> 00:43:11.120
in my life. And you could look at basically here's how much cash we have. Here's how much

695
00:43:11.120 --> 00:43:15.960
runway we have. Here's how much coverage we have. That means like, if no more new money

696
00:43:15.960 --> 00:43:20.520
came into the business, how many months could I survive, right? With my current operating

697
00:43:20.520 --> 00:43:28.280
costs. You can look at profit margins. Like that's like, okay, profit, that's like revenue.

698
00:43:28.280 --> 00:43:35.720
And then our net, right? You can look at what I call the watch list, you know, so I'm just

699
00:43:35.720 --> 00:43:41.320
going to help you catch stuff. Like, we had like a massive bill go through like two weeks

700
00:43:41.320 --> 00:43:47.280
ago, high level. So rain flow did this like summer of AI thing. And they basically opted

701
00:43:47.280 --> 00:43:50.600
everyone into this like AI thing, which I was like, Oh, that's cool. And it was like

702
00:43:50.600 --> 00:43:55.440
free. But what I didn't know was like, at the end of that, they would just bill us for

703
00:43:55.440 --> 00:44:02.600
everyone's like AI thing. And it was like, it was like 16 or $17,000, you know, not not

704
00:44:02.600 --> 00:44:06.320
for the free thing, but it was like, if you didn't unsubscribe. And I have told them,

705
00:44:06.320 --> 00:44:10.160
I was like, I don't want to pay for this for every single person. Like if people paid

706
00:44:10.160 --> 00:44:14.240
for it on their account, great, they can have it. But like, we, we're not like, comping

707
00:44:14.240 --> 00:44:18.440
this AI thing. We have a bunch of other stuff we're doing, you know, I told them that verbally

708
00:44:18.440 --> 00:44:22.640
and, and I even got on a zoom called high level support. And she walked me through how

709
00:44:22.640 --> 00:44:25.840
to cancel them. So we weren't going to get charged, right? And she's like, if it goes

710
00:44:25.840 --> 00:44:30.280
through, just let me know. And then sure enough, like I have, I'm doing the AI thing,

711
00:44:30.280 --> 00:44:34.240
you know, and it's like, oh, look, there's $16,000 charge from high levels.

712
00:44:34.240 --> 00:44:40.400
So I had to hit him up and like, you know, go chase it down. And then literally I saw

713
00:44:40.400 --> 00:44:43.400
on the dashboard the other day, I was like, okay, it's back. Like they refunded it.

714
00:44:43.400 --> 00:44:46.840
So thank God, you know, but like it's stuff like that. Again, like that's a big

715
00:44:46.840 --> 00:44:51.000
transaction. It's hard to miss something like that. But I caught it so much faster.

716
00:44:51.000 --> 00:44:54.200
How many times does something like that happen? And then it goes a month or something

717
00:44:54.200 --> 00:44:57.720
and you don't catch it. And it's kind of like, Oh, well, too bad. It's like, you know,

718
00:44:57.720 --> 00:44:59.880
past the time when you could do anything about it.

719
00:45:05.600 --> 00:45:09.960
set this up through Saudi or cloud or perplexity it knows you so it kind of

720
00:45:09.960 --> 00:45:13.520
knows like hey this is kind of a weird charge this is like a something it's an

721
00:45:13.520 --> 00:45:17.700
outlier we call it outliers like there's a big charge that came through right

722
00:45:17.700 --> 00:45:21.600
you can kind of flag things the other thing it can do is it can you could

723
00:45:21.600 --> 00:45:26.520
create like what I call guardrails for your business this is something that

724
00:45:26.520 --> 00:45:30.960
that we really operate our business under because I'm not like I don't love

725
00:45:30.960 --> 00:45:35.600
reading P&L's and like all these things I mean I do read them but I more operate

726
00:45:35.600 --> 00:45:39.420
my business off of guardrails where I like I'm like I want to keep certain

727
00:45:39.420 --> 00:45:45.120
spending categories underneath certain percentages right like for me we do a

728
00:45:45.120 --> 00:45:50.400
lot of advertising and but I in our past business would spend up to 60% on ads

729
00:45:50.400 --> 00:45:57.040
that means if we made $100,000 $60,000 would have gone into habits and that's

730
00:45:57.040 --> 00:46:01.140
way too much because then you still have to fulfill on that product so there

731
00:46:01.140 --> 00:46:08.000
goes another $30,000 and then you still have like use of labor right of like

732
00:46:08.000 --> 00:46:11.280
operating costs and tech and all that stuff so it's like basically profit

733
00:46:11.280 --> 00:46:15.320
margin is zero at that point so I've learned for my businesses I got to keep

734
00:46:15.320 --> 00:46:20.120
my ad spent under 30% of revenue right same thing with labor when I when

735
00:46:20.120 --> 00:46:25.080
you're like you know hiring people hiring team I try to keep that under 30% of

736
00:46:25.080 --> 00:46:29.640
revenue right and so for me it's just an easy way to think it in like I have

737
00:46:29.640 --> 00:46:34.360
like basically my big categories for the our business is like ad spend labor and

738
00:46:34.360 --> 00:46:39.880
then what's the third one operating cost basically like kind of like tech and

739
00:46:39.880 --> 00:46:44.600
all that stuff it's like 30 30 30 right which is basically 100 it's rough math

740
00:46:44.600 --> 00:46:48.960
but if you kind of keep all those under 30 right like you're gonna have like

741
00:46:48.960 --> 00:46:53.040
well under 30 you're gonna have profit you're gonna have 10 to 20% profit right

742
00:46:53.040 --> 00:46:57.720
at the end of the day and that's been what's been working for us so again for

743
00:46:57.720 --> 00:47:01.920
me it's a really easy way to like kind of manage my business numbers is I just

744
00:47:01.920 --> 00:47:06.640
kind of have these KPI goals that I'm like I want to keep this under this and

745
00:47:06.640 --> 00:47:10.520
if it's not under that like let's say revenue's been down and revenue's been

746
00:47:10.520 --> 00:47:15.720
down and revenue's been down and we have our labor costs to to keep the

747
00:47:15.720 --> 00:47:20.800
business going like our team and all that stuff if it's over 30% one month in my

748
00:47:20.800 --> 00:47:25.720
book it goes yellow goes from green to yellow right and it gets flagged if it's

749
00:47:25.720 --> 00:47:31.280
over 30% a second month then it goes red right and that's where it's like I

750
00:47:31.280 --> 00:47:35.040
need to go do something about this this isn't something that like I can keep

751
00:47:35.040 --> 00:47:39.480
letting go on otherwise we're gonna just burn money we're just gonna burn

752
00:47:39.480 --> 00:47:43.960
money and go out of business which we got close to doing before so I've learned

753
00:47:43.960 --> 00:47:47.640
the hard way so it's just like you got to make those hard decisions and sometimes

754
00:47:47.640 --> 00:47:51.000
it's easy or sometimes it's easier when you have just like some rules set in

755
00:47:51.000 --> 00:47:54.560
advance you know for yourself so for your business when you kind of start

756
00:47:54.560 --> 00:47:57.520
looking at the numbers you can chat with the AI and help kind of combo some of

757
00:47:57.520 --> 00:48:02.080
these KPI's like where am I how am I running the business and I really like

758
00:48:02.080 --> 00:48:05.080
these guardrails because they're just easy ways to kind of see the health of

759
00:48:05.080 --> 00:48:09.020
things like oh pass pass pass pass pass right but if it goes up and like

760
00:48:09.020 --> 00:48:12.640
labors up super high these are like we got a fixed revenue we're gonna reduce

761
00:48:12.640 --> 00:48:17.120
labor right or maybe we got to reduce something else right so there's you can

762
00:48:17.120 --> 00:48:21.400
kind of dial this in for your business and then down here you kind of have

763
00:48:21.400 --> 00:48:25.240
your top categories of spending like okay where is the money going to the

764
00:48:25.240 --> 00:48:29.680
most now again this is just an example but really where I want to get you guys

765
00:48:29.680 --> 00:48:34.960
phase one today is just this okay which is these four tabs if you want just do

766
00:48:34.960 --> 00:48:38.040
business it'll just be two tabs if you want just do personal but just be two

767
00:48:38.040 --> 00:48:42.000
tabs but the goal is to get some daily balances coming in and some personal

768
00:48:42.000 --> 00:48:45.600
transactions tracked this is totally private so it's like going to be in

769
00:48:45.600 --> 00:48:50.320
your own private sheet that no one can access but this gives your AI a ton of

770
00:48:50.320 --> 00:48:54.440
visibility if you have questions about stuff even you're like hey did I pay

771
00:48:54.440 --> 00:48:58.480
that that I play the plumber you know like Sabi did I pay the plumber and it's

772
00:48:58.480 --> 00:49:02.080
like oh yeah I see the transaction happen on this day yeah how many times is it

773
00:49:02.080 --> 00:49:05.600
like you got to find that receipt you got to find that thing and so now it's

774
00:49:05.600 --> 00:49:08.960
going to be in the brain of your AI you can ask questions you can ask stuff

775
00:49:08.960 --> 00:49:13.400
like like I did well as soon as I set this up I was like hey look for

776
00:49:13.400 --> 00:49:16.640
subscriptions that I could cancel that I'm probably not using right and it was

777
00:49:16.640 --> 00:49:20.080
such an easy task for the AI because it could just literally look find the

778
00:49:20.080 --> 00:49:24.040
subscriptions super quick it gave me a bunch of them bunch of ideas and honestly

779
00:49:24.040 --> 00:49:27.160
like as like four out of the five ideas it gave me I canceled because I was like

780
00:49:27.160 --> 00:49:30.600
you know what I am not using this one this one this one this one anymore and

781
00:49:30.600 --> 00:49:35.920
that's how I saved $150 just in the last you know 48 hours doing this just

782
00:49:35.920 --> 00:49:40.400
giving AI visibility into some credit card statements essentially so that's

783
00:49:40.400 --> 00:49:43.120
what we're setting up today I want to show you the final product and then we're

784
00:49:43.120 --> 00:49:46.480
going to walk you through step-by-step it's fairly easy it's a copy and paste

785
00:49:46.480 --> 00:49:52.920
with a couple connectors and you will need basically you're going to need you

786
00:49:52.920 --> 00:49:57.680
know your computer you'll probably need Google sheets if you guys don't have

787
00:49:57.680 --> 00:50:00.000
Google sheets that's how we set it up you've got a

788
00:50:03.540 --> 00:50:07.300
Um, but if you can do it in Google, that's how ours is just kind of wired.

789
00:50:07.300 --> 00:50:08.340
It's going to be the easiest.

790
00:50:08.340 --> 00:50:12.780
You can also do this in sobbing entirely, or you can do this in perplexity or

791
00:50:12.780 --> 00:50:13.200
Claude.

792
00:50:13.200 --> 00:50:17.540
So if you're more like deep in Claude or deep in perplexity, um, you could do it

793
00:50:17.540 --> 00:50:19.380
in there, uh, fairly easily.

794
00:50:19.380 --> 00:50:23.820
Um, if you want to do this in sobbing, like you already have sobbing, um, do

795
00:50:23.820 --> 00:50:27.740
it in sobbing, like, because, uh, I, I wired this thing for sobbing.

796
00:50:27.740 --> 00:50:30.860
Yes, or in a battle test, it was obviously, I know, or to sobbing as well.

797
00:50:30.860 --> 00:50:33.640
Um, so you can try and choose your, choose your pathway.

798
00:50:33.640 --> 00:50:37.860
If you are doing a with sobbing, what you're going to want is essentially like, um,

799
00:50:37.860 --> 00:50:42.340
what I would probably have is I'd probably have this page open.

800
00:50:42.340 --> 00:50:44.320
Oops, not that one, this page.

801
00:50:44.320 --> 00:50:45.080
Okay.

802
00:50:45.080 --> 00:50:47.840
So this is the one I have in the chat password is August.

803
00:50:47.840 --> 00:50:48.360
Okay.

804
00:50:48.360 --> 00:50:50.540
That's where it's August, because there's a couple of things.

805
00:50:50.540 --> 00:50:52.500
We're just going to like literally like copy and paste.

806
00:50:52.500 --> 00:50:55.280
We're just going to like click the copy button and then we're going to come

807
00:50:55.280 --> 00:50:57.200
over, um, to sobbing, right?

808
00:50:57.200 --> 00:51:00.160
We'll go to our chat over here and we'll just send it in.

809
00:51:00.160 --> 00:51:00.500
Okay.

810
00:51:00.500 --> 00:51:02.240
We'll just send it to sobbing like this.

811
00:51:02.240 --> 00:51:02.940
Okay.

812
00:51:02.940 --> 00:51:03.820
Oops.

813
00:51:03.820 --> 00:51:05.800
Like this, boom.

814
00:51:05.800 --> 00:51:09.620
What bank answer have connected the plaid and then it'll just tell me the answer.

815
00:51:09.620 --> 00:51:10.020
Okay.

816
00:51:10.020 --> 00:51:11.980
Um, so you guys ready?

817
00:51:11.980 --> 00:51:13.740
Okay.

818
00:51:13.740 --> 00:51:14.740
Thumbs up, thumbs up.

819
00:51:14.740 --> 00:51:15.620
All right.

820
00:51:15.620 --> 00:51:20.580
So phase one, we're going to build the finance tracker phase two.

821
00:51:20.580 --> 00:51:22.100
We're going to build our CEO dashboard.

822
00:51:22.100 --> 00:51:24.340
I think for sure we're going to get done with phase one.

823
00:51:24.660 --> 00:51:26.380
I think phase two might have to be a homework.

824
00:51:26.380 --> 00:51:27.400
We'll see how we do on time.

825
00:51:27.400 --> 00:51:27.980
Okay.

826
00:51:27.980 --> 00:51:33.080
Um, yeah, and I'll get into like plaid and privacy and stuff too.

827
00:51:33.080 --> 00:51:34.560
Cause I know there are some concerns.

828
00:51:34.560 --> 00:51:38.460
Sometimes when you're connecting AI to just your finances, um, so we'll

829
00:51:38.460 --> 00:51:39.300
definitely get into that.

830
00:51:39.300 --> 00:51:39.540
Okay.

831
00:51:39.540 --> 00:51:41.360
So, and that's, that's coming up here soon.

832
00:51:41.360 --> 00:51:42.140
All right.

833
00:51:42.140 --> 00:51:43.680
So basically seven steps.

834
00:51:43.680 --> 00:51:46.020
It's one text message, basically per step.

835
00:51:46.020 --> 00:51:48.660
You can copy and paste it on your computer and work on your computer.

836
00:51:48.660 --> 00:51:52.620
If you want, like I said, Justin in the chat, let me move that over so I can

837
00:51:52.620 --> 00:51:53.140
see it.

838
00:51:53.620 --> 00:51:54.700
Um, boom.

839
00:51:54.700 --> 00:51:57.380
And you can see like, like here, it just answered me.

840
00:51:57.380 --> 00:51:58.260
I already did this.

841
00:51:58.260 --> 00:52:01.760
Look, I got all these accounts connected right here to plaid.

842
00:52:01.760 --> 00:52:02.380
All right.

843
00:52:02.380 --> 00:52:05.220
So you're going to want to be, uh, you guys all have.

844
00:52:05.220 --> 00:52:06.940
So you're going to want Google sheets.

845
00:52:06.940 --> 00:52:10.940
So if you don't already have Google connected, what you'll want to do is go

846
00:52:10.940 --> 00:52:14.180
right now to the connections page and connect Google.

847
00:52:14.180 --> 00:52:14.500
Okay.

848
00:52:14.500 --> 00:52:18.580
So if you have a Gmail account, um, that's the way to do it.

849
00:52:18.580 --> 00:52:20.820
You basically kind of go down here.

850
00:52:20.820 --> 00:52:23.580
I think there's an individual on called Google sheets.

851
00:52:24.140 --> 00:52:30.340
So you scroll down and you just type in Google sheets, it'll pop up, hit connect.

852
00:52:30.340 --> 00:52:34.860
And, um, if there's any like permissions you have to approve, just, I always

853
00:52:34.860 --> 00:52:38.020
check those boxes to approve it so it can actually do stuff in there.

854
00:52:38.020 --> 00:52:42.180
It needs to be able to read and write stuff into your Google sheets.

855
00:52:42.180 --> 00:52:45.780
This will allow it to create the sheet for you, allow it to view the sheet for you.

856
00:52:45.780 --> 00:52:48.900
Um, and so, um, go ahead and get that connected.

857
00:52:48.900 --> 00:52:53.380
If you haven't already, um, app.mew.com/connections, connect to Google

858
00:52:53.380 --> 00:52:56.500
sheets, once you connect it, uh, it'll be right up here.

859
00:52:56.500 --> 00:52:59.300
And you'll see connected, okay.

860
00:52:59.300 --> 00:53:03.700
There's gonna be a lot of this where I tell you to do something and we just wait 30

861
00:53:03.700 --> 00:53:04.260
seconds.

862
00:53:04.260 --> 00:53:09.060
Anyone can yell at me at any point if you're getting way too far behind.

863
00:53:09.060 --> 00:53:09.340
Okay.

864
00:53:09.340 --> 00:53:13.420
So if you're like stuck on something, just like unmute yourself and ask the question

865
00:53:13.420 --> 00:53:16.140
or drop in the chat, like wait or something like that.

866
00:53:16.140 --> 00:53:18.860
Um, and we'll, we'll make sure no one gets left behind here.

867
00:53:19.260 --> 00:53:22.780
Uh, now, uh, Sabi should know your time zone already.

868
00:53:22.780 --> 00:53:25.980
This, this will be important for the daily sync.

869
00:53:25.980 --> 00:53:27.620
So I don't think you have to do this.

870
00:53:27.620 --> 00:53:30.180
This is kind of an old, um, update.

871
00:53:30.180 --> 00:53:33.420
You just have to tell her, but she should know now, but if you are traveling or

872
00:53:33.420 --> 00:53:36.980
something right now, you could tell her, Hey, I'm in New Jersey right now or whatever.

873
00:53:36.980 --> 00:53:40.140
Um, and then really what we're going to do is we're going to send each of these

874
00:53:40.140 --> 00:53:41.140
steps at a time.

875
00:53:41.140 --> 00:53:42.620
Sabi's going to do the work.

876
00:53:42.620 --> 00:53:46.340
And then you guys are going to let me know like done, you know, like where we got

877
00:53:46.340 --> 00:53:47.260
this step done, right?

878
00:53:47.260 --> 00:53:48.500
So we can move on to the next step.

879
00:53:48.620 --> 00:53:54.180
Um, okay, so step one, so Google sheets kind of prerequisite.

880
00:53:54.180 --> 00:53:54.460
Okay.

881
00:53:54.460 --> 00:53:56.540
That's where Sabi's going to go build this thing for you.

882
00:53:56.540 --> 00:53:57.300
All right.

883
00:53:57.300 --> 00:54:00.020
Everyone got that connected for the most part.

884
00:54:00.020 --> 00:54:00.580
Yes.

885
00:54:00.580 --> 00:54:03.780
Now if you're doing this in perplexity or cloud, same process, you're going to

886
00:54:03.780 --> 00:54:04.940
connect Google sheets there.

887
00:54:04.940 --> 00:54:10.100
Um, um, like I said, easy to do in Sabi, but you can also do this in those other tools.

888
00:54:10.100 --> 00:54:11.380
Okay.

889
00:54:11.380 --> 00:54:13.540
So the next one is connecting plaid.

890
00:54:13.540 --> 00:54:15.020
So let's talk privacy real quick.

891
00:54:15.020 --> 00:54:18.340
So plaid is brand new, uh, connection for us.

892
00:54:18.340 --> 00:54:19.620
We, we just got it.

893
00:54:19.620 --> 00:54:23.340
Um, and, but it takes like months to get approved for plaid.

894
00:54:23.340 --> 00:54:25.420
Because it's a super secure platform.

895
00:54:25.420 --> 00:54:28.420
Actually, I don't even think we've pushed a live update about this yet.

896
00:54:28.420 --> 00:54:30.700
Like you guys are some of the first people here, but I think we announced it

897
00:54:30.700 --> 00:54:31.340
this morning.

898
00:54:31.340 --> 00:54:35.980
Um, but you go down to, um, go down to the connector and just search bank account.

899
00:54:35.980 --> 00:54:36.420
Okay.

900
00:54:36.420 --> 00:54:37.180
Bank account.

901
00:54:37.180 --> 00:54:41.140
I think we just need a bank account because most people don't know what plaid is.

902
00:54:41.140 --> 00:54:48.300
Um, but plaid is like the company behind like the connector company that so many

903
00:54:48.300 --> 00:54:51.820
companies use, like Venmo, only when you use Venmo, that uses plaid.

904
00:54:51.820 --> 00:54:52.340
Okay.

905
00:54:52.340 --> 00:54:53.860
It uses plaid as their connector.

906
00:54:53.860 --> 00:54:57.780
Um, there's like other big ones that just like, you know, Robin hood and all these

907
00:54:57.780 --> 00:54:59.980
companies, they use plaid as a secure platform.

908
00:55:02.040 --> 00:55:06.400
Now, what plaid can do depends on the app

909
00:55:06.400 --> 00:55:08.600
that's applying for plaid.

910
00:55:08.600 --> 00:55:11.760
Now, how we applied is view only, okay?

911
00:55:11.760 --> 00:55:13.280
View only, meaning,

912
00:55:13.280 --> 00:55:15.880
Sabi cannot do anything in your bank accounts

913
00:55:15.880 --> 00:55:17.040
or your credit cards.

914
00:55:17.040 --> 00:55:20.080
She cannot move money, she cannot pull money out.

915
00:55:20.080 --> 00:55:23.200
She literally can only see things, okay?

916
00:55:23.200 --> 00:55:24.880
She can only see things.

917
00:55:24.880 --> 00:55:26.920
So it's a very secure platform,

918
00:55:26.920 --> 00:55:29.360
but it's only visibility, right?

919
00:55:29.360 --> 00:55:30.840
This is no way to move money,

920
00:55:30.840 --> 00:55:32.320
no way to do anything like that.

921
00:55:32.320 --> 00:55:33.960
So if she finds a subscription

922
00:55:33.960 --> 00:55:34.800
that you want to cancel it,

923
00:55:34.800 --> 00:55:36.200
you're going to actually have to cancel it,

924
00:55:36.200 --> 00:55:38.960
but it does give her visibility to pull stuff for you.

925
00:55:38.960 --> 00:55:39.800
Where you can be like,

926
00:55:39.800 --> 00:55:41.520
"Hey, did I get that refund from high level?"

927
00:55:41.520 --> 00:55:43.200
And she's like, "Yeah, I saw it came through yesterday

928
00:55:43.200 --> 00:55:44.200
"at this time."

929
00:55:44.200 --> 00:55:48.520
Or, "Hey, how much did I spend on in and out this month?"

930
00:55:48.520 --> 00:55:51.000
And she's like, "Too much, you know?"

931
00:55:51.000 --> 00:55:54.720
Okay, so plaid gives Sabi or any ITool,

932
00:55:54.720 --> 00:55:57.600
I think I believe Claude and Chat GPT

933
00:55:57.600 --> 00:55:59.120
also have a plaid connection.

934
00:55:59.120 --> 00:56:01.480
So it's plaids like the go-to connector

935
00:56:01.480 --> 00:56:02.760
for this type of thing

936
00:56:02.760 --> 00:56:04.160
that many companies are using

937
00:56:04.160 --> 00:56:06.440
because it's really the industry standard

938
00:56:06.440 --> 00:56:08.920
for security around connecting the banks.

939
00:56:08.920 --> 00:56:10.280
Now, when you connect to plaid,

940
00:56:10.280 --> 00:56:12.840
I'm just talking a lot to give you guys time to do it.

941
00:56:12.840 --> 00:56:15.040
If you see that you already have banks connected,

942
00:56:15.040 --> 00:56:16.240
don't be worried about that.

943
00:56:16.240 --> 00:56:18.520
It just means you've already used plaid before.

944
00:56:18.520 --> 00:56:19.840
So when I connected to plaid,

945
00:56:19.840 --> 00:56:23.280
like I already have used plaid before with other services.

946
00:56:23.280 --> 00:56:24.720
So I just put in my phone number and it was like,

947
00:56:24.720 --> 00:56:27.920
"Boom, I already had like half my bank accounts connected."

948
00:56:27.920 --> 00:56:30.000
'Cause plaid, it's like when you use that,

949
00:56:30.000 --> 00:56:32.320
it creates an account for you.

950
00:56:32.320 --> 00:56:34.840
And essentially the accounts you connect to it,

951
00:56:34.840 --> 00:56:38.120
it has whenever you connect a plaid with any tool.

952
00:56:38.120 --> 00:56:41.120
It's just about simplicity, ease.

953
00:56:41.120 --> 00:56:46.120
Okay, so now when you do the plaid connection,

954
00:56:46.120 --> 00:56:47.840
it's gonna take some time.

955
00:56:47.840 --> 00:56:49.760
This took me 10 minutes to do

956
00:56:49.760 --> 00:56:52.800
because let me go to my plaid connector here.

957
00:56:52.800 --> 00:56:53.960
Everyone look at my screen real quick.

958
00:56:53.960 --> 00:56:55.280
So once you connect it once,

959
00:56:55.280 --> 00:56:57.600
you go down here, type in bank account

960
00:56:57.600 --> 00:57:00.280
on the connections page, click plaid.

961
00:57:00.280 --> 00:57:01.960
It'll pop up, but once it pops up,

962
00:57:01.960 --> 00:57:05.080
you have to add each account individually, okay?

963
00:57:05.080 --> 00:57:07.040
So you have to click add account.

964
00:57:07.040 --> 00:57:08.200
If you already are logged in,

965
00:57:08.200 --> 00:57:10.080
it's gonna ask you for a phone number.

966
00:57:10.080 --> 00:57:12.600
Oops, I did the wrong, I did the wrong number.

967
00:57:12.600 --> 00:57:14.600
Here we go, okay?

968
00:57:14.600 --> 00:57:16.760
And then it's gonna ask you what account you wanna connect to

969
00:57:16.760 --> 00:57:18.320
and you have to connect to just one account.

970
00:57:18.320 --> 00:57:21.240
So you're gonna connect to like your bank account,

971
00:57:21.240 --> 00:57:23.760
you connect to your credit cards,

972
00:57:23.760 --> 00:57:27.400
whatever you wanna connect to this like visibility of the AI, okay?

973
00:57:28.080 --> 00:57:30.720
And then yeah, I think Gabby, that happened for me too.

974
00:57:30.720 --> 00:57:32.720
Once you connect to one account,

975
00:57:32.720 --> 00:57:36.480
then you have to basically just kind of like refresh the page

976
00:57:36.480 --> 00:57:38.200
and then go find the plaid connector again

977
00:57:38.200 --> 00:57:40.800
and now it'll be up in your connectors and hit add account

978
00:57:40.800 --> 00:57:42.480
and then you can add a second one.

979
00:57:42.480 --> 00:57:44.960
You can add a third one, you can add a fourth one, right?

980
00:57:44.960 --> 00:57:48.880
And so it took me a while 'cause I added a lot of accounts.

981
00:57:48.880 --> 00:57:50.920
I added like business accounts, personal accounts,

982
00:57:50.920 --> 00:57:53.400
these are credit cards that we have for the business.

983
00:57:53.400 --> 00:57:55.280
I think we have three credit cards on Amex,

984
00:57:55.280 --> 00:57:58.600
two different accounts, we have a personal chase card.

985
00:57:58.600 --> 00:58:00.000
So what I'll probably do for this part

986
00:58:00.000 --> 00:58:01.680
'cause it does take a little bit of time

987
00:58:01.680 --> 00:58:03.280
is maybe I'll just play some music,

988
00:58:03.280 --> 00:58:05.640
let you guys connect and if anyone's stuck,

989
00:58:05.640 --> 00:58:06.640
just drop it in the chat.

990
00:58:06.640 --> 00:58:08.440
We'll make sure we get you guys unstuck, okay?

991
00:58:08.440 --> 00:58:12.840
So we'll just keep this up, play some music.

992
00:58:12.840 --> 00:58:16.120
And there we go.

993
00:58:16.120 --> 00:58:23.480
Okay, this our bank account connecting music.

994
00:58:23.480 --> 00:58:24.680
I'm gonna get some water.

995
00:58:25.240 --> 00:58:27.820
(upbeat music)

996
00:58:27.820 --> 00:58:34.920
- I did have one bank that wasn't in the Plaid connector

997
00:58:34.920 --> 00:58:37.200
which I was sad about, it was HSBC.

998
00:58:37.200 --> 00:58:41.240
- If you are...

999
00:58:41.240 --> 00:58:43.160
- I'm sorry, Stephen, sorry.

1000
00:58:43.160 --> 00:58:47.280
So when you, like Sabi's asking me to need more details,

1001
00:58:47.280 --> 00:58:50.880
do you, for each bank do you have to log in?

1002
00:58:50.880 --> 00:58:53.800
And then you don't tell Sabi what, like the personal,

1003
00:58:53.800 --> 00:58:57.480
your business or relations, your statements, all that?

1004
00:58:57.480 --> 00:58:59.640
- Yeah, we'll tell Sabi some details later

1005
00:58:59.640 --> 00:59:01.800
about what's personal, what's business.

1006
00:59:01.800 --> 00:59:05.120
So for now you're just like connecting through Plaid,

1007
00:59:05.120 --> 00:59:06.120
the different accounts.

1008
00:59:06.120 --> 00:59:08.040
And then if you want to just do business,

1009
00:59:08.040 --> 00:59:08.880
you can do just business,

1010
00:59:08.880 --> 00:59:10.920
you can do just personal, you can do both.

1011
00:59:10.920 --> 00:59:14.720
I did both and then I said, I just told Sabi afterwards,

1012
00:59:14.720 --> 00:59:16.360
which I'll walk you guys through this.

1013
00:59:16.360 --> 00:59:18.480
I was like, hey, this account is business,

1014
00:59:18.480 --> 00:59:19.400
this account is personal.

1015
00:59:19.400 --> 00:59:21.960
So I kinda told her so she keeps that in her memory.

1016
00:59:23.000 --> 00:59:25.840
And yeah, so up to you guys, what you want to build today.

1017
00:59:25.840 --> 00:59:27.400
If it's more valuable just to do the business,

1018
00:59:27.400 --> 00:59:30.000
do the business, it's more valuable just to you personal,

1019
00:59:30.000 --> 00:59:33.120
just to you personal, or if you want to do both, do both.

1020
00:59:33.120 --> 00:59:34.640
Yeah, totally up to you guys.

1021
00:59:34.640 --> 00:59:37.720
Like I had, I connected Robinhood,

1022
00:59:37.720 --> 00:59:39.480
but I have no money in Robinhood right now.

1023
00:59:39.480 --> 00:59:43.480
So it's like, I just did it to see if it worked, but yeah.

1024
00:59:43.480 --> 00:59:48.160
And then Lauren Lynn, this one is not a skill.

1025
00:59:48.160 --> 00:59:50.400
Yeah, I was going to make it into a skill,

1026
00:59:50.400 --> 00:59:52.680
but it was so nuanced.

1027
00:59:52.680 --> 00:59:54.000
I was like, we just need to workshop this

1028
00:59:54.000 --> 00:59:55.760
and walk through it step by step.

1029
00:59:55.760 --> 00:59:56.800
So if you want to do it--

1030
00:59:56.800 --> 00:59:58.800
I'll have to replace replay, I have to have a clock meeting.

1031
00:59:58.800 --> 01:00:00.320
Okay, perfect. Yeah, watch the replay.

1032
01:00:02.920 --> 01:00:10.420
in Claude as well. Okay. Does, does Claude have a paid plaid connection?

1033
01:00:10.420 --> 01:00:15.640
I think they do. Let me see. I'm pretty sure. I know perplexity does. Let me see connectors.

1034
01:00:15.640 --> 01:00:26.520
I'm pretty sure they do. Was it called plaid? Not that one. Plaid developer tools.

1035
01:00:27.520 --> 01:00:37.660
Hmm. Let me ask. Can you connect to a cloud? If they don't, you could do it through

1036
01:00:37.660 --> 01:00:42.400
Saudi. I know for sure perplexity does, but I'm wondering if they do. I actually haven't

1037
01:00:42.400 --> 01:00:51.680
tried it on Claude. Let's see. I don't know. I'm not sure if they do yet. Thanks.

1038
01:00:51.680 --> 01:00:57.920
Okay. I'm not making any money right now. So I can just hold off on the build. Okay.

1039
01:00:57.920 --> 01:01:02.160
Yeah. Well, if you want to try it just to, just to get it ready, do it on your personal,

1040
01:01:02.160 --> 01:01:06.880
you know, on Saudi issues, personal, just to like build it out because even on the personal

1041
01:01:06.880 --> 01:01:10.200
side of things, they could be really helpful to just start saving and looking for stuff,

1042
01:01:10.200 --> 01:01:18.640
budgeting. That's totally fine. Okay. I'll do that. Thank you. All right. All right.

1043
01:01:18.640 --> 01:01:26.440
You guys keep connecting? No, you don't need to connect. You don't need to save you only,

1044
01:01:26.440 --> 01:01:34.480
Jake. It's by default. Like our plat account, we applied for view only essentially. So we,

1045
01:01:34.480 --> 01:01:39.440
we don't want to have access to build anything. I'm like, I don't want to be having access

1046
01:01:39.440 --> 01:01:46.800
to credit cards right now. Just view only. Yep. By default. And we can't change that

1047
01:01:46.800 --> 01:01:51.840
or anything like that. If we do, like we have talked about giving Saudi a credit card at

1048
01:01:51.840 --> 01:01:57.280
some point, but like says you can shop for you and stuff, but that's a whole nother thing

1049
01:01:57.280 --> 01:02:05.920
that it'll be a separate connector. Yeah. Okay. Anyone else having questions or connection issues?

1050
01:02:05.920 --> 01:02:07.520
Everyone working through it?

1051
01:02:07.520 --> 01:02:16.080
So once you've connected one, if it's not getting you back there, just I'll put the link in the

1052
01:02:16.080 --> 01:02:18.640
chat. Just go manually back to the connections tab.

1053
01:02:18.640 --> 01:02:27.520
That'll get you back there. And then it'll be now kind of in your connected app section.

1054
01:02:27.520 --> 01:02:32.240
So go to like bank accounts again, and then you just hit this little add account button,

1055
01:02:32.880 --> 01:02:49.600
add account, that'll pop it back up. Oh, and then at the bottom, this is where

1056
01:02:49.600 --> 01:02:54.400
it says add new account. So if you don't see an account there, you can click add new account.

1057
01:02:54.400 --> 01:02:57.840
And then this gives you the full list. And then you can like search stuff to like,

1058
01:02:58.480 --> 01:03:03.600
like this kind of search different things. I was thinking like, I have like a health plan.

1059
01:03:03.600 --> 01:03:08.560
I was like, maybe I'll try to connect this health savings account, you know. What's yours,

1060
01:03:08.560 --> 01:03:16.720
what's yours looking like, Alinda? I don't know if she can talk where she's at.

1061
01:03:22.480 --> 01:03:29.680
Let's see. Yeah, what's it showing you? I'm a mama laptop. And so it shows us connected

1062
01:03:29.680 --> 01:03:37.360
to that one bank account and I'm going back to that link that you send, I see if I can open it.

1063
01:03:43.840 --> 01:03:52.400
Searching bank account, right? Yeah. So once you connect to it once, I don't know,

1064
01:03:52.400 --> 01:03:55.440
do you want to share your screen? Are you on your laptop? Or that's your phone here on your phone?

1065
01:03:55.440 --> 01:04:00.960
Yeah, I'm on my phone. It just says bank account flat and then connected. And there's no like,

1066
01:04:00.960 --> 01:04:05.280
the other one says add account. Maybe I need to turn off my or my left.

1067
01:04:05.280 --> 01:04:08.720
Oh, it's your login yours doesn't say add account. It's just blank.

1068
01:04:10.080 --> 01:04:15.200
It just has one connected. I bet there's no add account button, basically.

1069
01:04:15.200 --> 01:04:21.440
No add account button. Oh, weird. Um, try. Yeah, try log out, log back in.

1070
01:04:21.440 --> 01:04:33.040
I'm going to touch my song before it dies. Okay. Yeah. Let us know.

1071
01:04:33.040 --> 01:04:57.920
There's any one I'll see in that where you don't have an add account button to add multiple accounts.

1072
01:04:57.920 --> 01:04:59.920
or no.

1073
01:05:08.520 --> 01:05:19.200
Okay, I'm having I'll send it to Bruce too as a little bug there.

1074
01:05:19.200 --> 01:05:25.300
All right, how's it going?

1075
01:05:25.300 --> 01:05:28.400
I'm back in, so I'll be in double checking it.

1076
01:05:28.400 --> 01:05:29.400
Okay.

1077
01:05:29.400 --> 01:05:30.400
Is everyone else?

1078
01:05:30.400 --> 01:05:31.400
How's it going?

1079
01:05:31.400 --> 01:05:32.400
Need more time?

1080
01:05:32.400 --> 01:05:33.400
We still connecting things?

1081
01:05:33.400 --> 01:05:34.400
How are we doing?

1082
01:05:34.400 --> 01:05:37.400
Give me an update.

1083
01:05:37.400 --> 01:05:38.400
Thumbs up.

1084
01:05:38.400 --> 01:05:43.840
Tell me, maybe say done if you're done in the chat because that way I don't wait too long.

1085
01:05:43.840 --> 01:05:47.880
This is probably the longest part is all just the first connection essentially.

1086
01:05:47.880 --> 01:05:53.760
Yeah, mine still shows bank account cloud and it's just connected, but there's no option

1087
01:05:53.760 --> 01:05:56.480
for us to add another account.

1088
01:05:56.480 --> 01:05:57.480
Okay.

1089
01:05:57.480 --> 01:05:59.760
I'm looking into it right now.

1090
01:05:59.760 --> 01:06:03.320
The only thing I can think of, it's so weird.

1091
01:06:03.320 --> 01:06:08.560
I wonder like, let me see if I make this smaller, does it go on?

1092
01:06:08.560 --> 01:06:12.760
Where are you?

1093
01:06:12.760 --> 01:06:39.880
Can't get to, I can't get to do that on my end, but

1094
01:06:39.880 --> 01:06:51.680
you could try, are you on Chrome or safari?

1095
01:06:51.680 --> 01:06:54.680
I am.

1096
01:06:54.680 --> 01:06:58.020
You could try safari as an alternative.

1097
01:06:58.020 --> 01:07:04.000
I like Chrome better, but you could try just to see if it works on safari, then it's probably

1098
01:07:04.000 --> 01:07:09.920
like some sort of caching cookie issue kind of thing, and you said you did try logging

1099
01:07:09.920 --> 01:07:11.920
out back in.

1100
01:07:11.920 --> 01:07:12.920
Yeah.

1101
01:07:12.920 --> 01:07:19.960
And I tried on my phone too, so Google Chrome on my phone and the laptop, so I'm going to

1102
01:07:19.960 --> 01:07:21.160
go on safari right now.

1103
01:07:21.160 --> 01:07:22.160
Okay.

1104
01:07:22.160 --> 01:07:23.160
Yeah, let us know.

1105
01:07:23.160 --> 01:07:24.160
Cool.

1106
01:07:24.160 --> 01:07:25.160
Okay.

1107
01:07:25.160 --> 01:07:26.160
I see some done's in the chat.

1108
01:07:26.160 --> 01:07:29.640
Keep working on that, but if it's not, then you can build with what you have so far, and

1109
01:07:29.640 --> 01:07:33.520
then you can add the accounts and have savvy update it essentially.

1110
01:07:33.520 --> 01:07:34.520
So at least you got one.

1111
01:07:34.520 --> 01:07:38.280
Try the log out back in and see, let's see if it gets you unstuck.

1112
01:07:38.280 --> 01:07:39.280
Okay.

1113
01:07:39.280 --> 01:07:41.640
We're going to move to step two guys, step two.

1114
01:07:41.640 --> 01:07:42.640
Okay.

1115
01:07:42.640 --> 01:07:47.240
So this is like where Robert said, or was that Robert or Tonya, I forget, but like basically

1116
01:07:47.240 --> 01:07:50.560
we're going to tell sobby what accounts are what.

1117
01:07:50.560 --> 01:07:54.440
So what I like doing is kind of have this one open.

1118
01:07:54.440 --> 01:08:00.680
I like will look at kind of, I'll look at these here, right, and then I'll kind of come

1119
01:08:00.680 --> 01:08:02.520
over here and categorize them.

1120
01:08:02.520 --> 01:08:03.520
Okay.

1121
01:08:03.520 --> 01:08:04.520
So I'm going to go.

1122
01:08:04.520 --> 01:08:05.520
Okay.

1123
01:08:05.520 --> 01:08:11.920
Mercury is a business account and I'll just type them out mercury, like this, Wells Fargo,

1124
01:08:11.920 --> 01:08:20.840
like American Express, right, and my personal, I have Chase, HSBC, like, so you just kind

1125
01:08:20.840 --> 01:08:22.920
of listed out like this, okay.

1126
01:08:22.920 --> 01:08:27.439
Just make sure to cover all of the ones that you have here.

1127
01:08:27.439 --> 01:08:30.800
This doesn't send it to sobby yet, which we're just going to make a prompt down here.

1128
01:08:30.800 --> 01:08:34.580
That's going to, you're going to copy and paste a sobby.

1129
01:08:34.580 --> 01:08:42.560
So once you've done that and kind of typed out your accounts there, say step two in the

1130
01:08:42.560 --> 01:08:43.560
chat.

1131
01:08:43.560 --> 01:08:44.560
Okay.

1132
01:08:44.560 --> 01:08:47.200
Say step two in the chat once you got that done.

1133
01:08:47.200 --> 01:08:54.880
Okay, got a two in the chat.

1134
01:08:54.880 --> 01:08:55.880
Awesome.

1135
01:08:55.880 --> 01:08:56.880
Cool.

1136
01:08:56.880 --> 01:08:57.880
All right.

1137
01:08:57.880 --> 01:09:10.000
Once you have those typed out, we're going to go down to step two and your prompts ready

1138
01:09:10.000 --> 01:09:11.000
to go.

1139
01:09:11.000 --> 01:09:14.080
So you're just going to copy this and you're going to go over to sobby.

1140
01:09:14.080 --> 01:09:16.880
You're going to just, we're going to live in the chat from here on out, basically.

1141
01:09:16.880 --> 01:09:21.399
We're going to go to the chat and we're going to, we're going to tell sobby, paste that

1142
01:09:21.399 --> 01:09:22.399
in there.

1143
01:09:22.399 --> 01:09:29.040
Basically, it's telling her make a, make a finance tracker with four tabs, okay.

1144
01:09:29.040 --> 01:09:35.359
And then basically, step three is going to pull in some of those personal business things

1145
01:09:35.359 --> 01:09:37.160
and help her categorize.

1146
01:09:37.160 --> 01:09:39.720
But the first step is just having her make the spreadsheet.

1147
01:09:39.720 --> 01:09:44.040
Okay, so you're going to go tell her make a spreadsheet and she'll pop open a spreadsheet

1148
01:09:44.040 --> 01:09:45.040
like this.

1149
01:09:45.040 --> 01:09:49.120
And it'll be totally blank, but she'll, at least she'll name it and she'll put the four

1150
01:09:49.120 --> 01:09:50.120
tabs in there.

1151
01:09:50.120 --> 01:09:51.279
She'll name the four tabs.

1152
01:09:51.279 --> 01:09:53.920
That's kind of the goal of step two, okay.

1153
01:09:53.920 --> 01:09:58.680
So when you guys got that done, say, say three in the chat, three in the chat.

1154
01:09:58.680 --> 01:10:08.680
[BLANK_AUDIO]

1155
01:10:15.720 --> 01:10:21.160
She's pretty good at it, but if she fails for some reason, just say, "Trigen," I had to

1156
01:10:21.160 --> 01:10:24.860
do that last night with a couple of these, I was like, "I can't do that."

1157
01:10:24.860 --> 01:10:25.860
And I was like, "Yes, you can."

1158
01:10:25.860 --> 01:10:27.900
And she was like, "Okay, I got it."

1159
01:10:27.900 --> 01:10:31.580
So she ever is just going to tell her to do it again.

1160
01:10:31.580 --> 01:10:41.100
Okay, we got two and three in the chat, okay, nice, okay, perfect.

1161
01:10:41.100 --> 01:10:47.960
Then this is the one that is going to start to pull some of the stuff from Plaid basically

1162
01:10:47.960 --> 01:10:51.060
into your spreadsheet, which is pretty cool.

1163
01:10:51.060 --> 01:10:53.540
So we have the prompt here right here for you.

1164
01:10:53.540 --> 01:10:58.940
So go down to step three, I can't put these in the chat because it has my bank accounts

1165
01:10:58.940 --> 01:11:04.100
in there, but yours will be your own bank accounts because it's pulling it from right

1166
01:11:04.100 --> 01:11:05.100
up here.

1167
01:11:05.100 --> 01:11:06.580
So it's kind of making the prompt for you.

1168
01:11:06.580 --> 01:11:11.180
If you fill that one out, you go to this step three, you basically copy this one in.

1169
01:11:11.180 --> 01:11:15.940
In my Sabia Finance Tracker, pull all the current balances for my connected Plaid accounts,

1170
01:11:15.940 --> 01:11:20.780
write my business accounts, blank in the business tab, and write my personal accounts, blank

1171
01:11:20.780 --> 01:11:23.100
in the personal tab.

1172
01:11:23.100 --> 01:11:26.420
And then it tells Sabia the columns that we want.

1173
01:11:26.420 --> 01:11:29.900
So this is just like keeping things organized, okay?

1174
01:11:29.900 --> 01:11:33.220
So copy and paste that in step three in, she'll go to work.

1175
01:11:33.220 --> 01:11:37.060
This one takes it a little bit longer because she's tapping Plaid for the first time.

1176
01:11:37.060 --> 01:11:42.180
And if there's any errors on this one, let me know.

1177
01:11:42.180 --> 01:11:45.860
Do I need to put, like I'm only doing personal.

1178
01:11:45.860 --> 01:11:50.780
And so it's keeping yours like Wells Fargo, AMX in the business.

1179
01:11:50.780 --> 01:11:53.420
Oh, it is, yeah, so just delete that.

1180
01:11:53.420 --> 01:11:57.660
So in Sabia, you'll go like this, and then you guys can customize these, right?

1181
01:11:57.660 --> 01:12:05.620
So come in here and go, I'll just delete all this and say, like write my personal accounts

1182
01:12:05.620 --> 01:12:11.860
like this, blank to the personal accounts tab, just like that, yeah.

1183
01:12:11.860 --> 01:12:15.100
So you'll just delete the business one.

1184
01:12:15.100 --> 01:12:16.100
I forgot about that.

1185
01:12:16.100 --> 01:12:20.340
If you don't put anything in there, it basically like keeps the placeholder.

1186
01:12:20.340 --> 01:12:24.620
So that's for everyone else, just so you don't confuse Sabia, delete any of my stuff if you

1187
01:12:24.620 --> 01:12:26.700
see it in there.

1188
01:12:26.700 --> 01:12:32.320
If you're just doing personal, maybe I'll do next, I'll add a little checkbox on here.

1189
01:12:32.320 --> 01:12:38.420
You can choose personal or business for both, that'd be cool.

1190
01:12:38.420 --> 01:12:43.660
All right, when that one is done, what, what, Sabia should be sending you basically when

1191
01:12:43.660 --> 01:12:49.380
she's done with each of these, like kind of that link to the spreadsheet.

1192
01:12:49.380 --> 01:12:52.380
If she doesn't, just ask her, can you send me like that spreadsheet, and you'll have

1193
01:12:52.380 --> 01:12:53.900
that open in a tab.

1194
01:12:53.900 --> 01:12:57.860
And what you can do is like you can refresh, sometimes it's like you can see her working

1195
01:12:57.860 --> 01:13:01.980
in there, but like, you should be able to refresh when it's done, and it should look

1196
01:13:01.980 --> 01:13:04.540
kind of like, it's actually not going to look this pretty yet.

1197
01:13:04.540 --> 01:13:07.420
It's just going to look like a bunch of numbers in a spreadsheet.

1198
01:13:07.420 --> 01:13:10.920
So we're going to make it look nicer later, so it's easier to read.

1199
01:13:10.920 --> 01:13:15.220
But for now, it's going to just kind of pull in just the blank kind of raw numbers, it'll

1200
01:13:15.220 --> 01:13:19.060
be like business checking, here's the last four, here's the institution, here's the type

1201
01:13:19.060 --> 01:13:24.100
of account, here's the balance, and it'll have a last updated date of whenever the sync

1202
01:13:24.100 --> 01:13:28.860
was made.

1203
01:13:28.860 --> 01:13:33.940
So when you guys got this one done, say four, like you're ready for step four, okay?

1204
01:13:33.940 --> 01:13:37.620
If you want to skip ahead, you can.

1205
01:13:37.620 --> 01:13:40.860
Basically the next step is the glow up, okay, make the spreadsheet pretty.

1206
01:13:40.860 --> 01:13:43.500
This one is a scale that we built into Sabia.

1207
01:13:43.500 --> 01:13:46.820
So if you are doing this on perpuxier cloth, I don't know what it's going to do.

1208
01:13:46.820 --> 01:13:51.140
You probably can do it, but basically just tell Sabia, hey, let's make that spreadsheet

1209
01:13:51.140 --> 01:13:52.740
beautiful, okay?

1210
01:13:52.740 --> 01:13:56.660
Add some headers, add some organization to make it look nice.

1211
01:13:56.660 --> 01:13:59.100
She has a special skill that'll do this.

1212
01:13:59.100 --> 01:14:03.100
It'll make up random colors, so if you want to come back here later and make this your

1213
01:14:03.100 --> 01:14:09.260
brand colors or something like that, you totally can say, hey, use my brand colors, and she'll

1214
01:14:09.260 --> 01:14:15.020
make it more your colors, but for me, it makes it a little easier to read, right?

1215
01:14:15.020 --> 01:14:18.380
Like this is kind of the before and after I made this blog post about it, like before

1216
01:14:18.380 --> 01:14:22.380
it looks like this, and after it just makes it a little easier to read with some color

1217
01:14:22.380 --> 01:14:28.180
coding, some, you know, kind of gray things, it just makes it easier to read across the

1218
01:14:28.180 --> 01:14:29.180
lines.

1219
01:14:29.180 --> 01:14:33.180
It's a simple change, but if you're going to be looking at this sheet here and there,

1220
01:14:33.180 --> 01:14:35.780
it just makes it a little easier on your eyes.

1221
01:14:35.780 --> 01:14:38.580
All right.

1222
01:14:38.580 --> 01:14:39.580
Everyone got that?

1223
01:14:39.580 --> 01:14:41.300
Make the spreadsheet beautiful.

1224
01:14:41.300 --> 01:14:42.940
Is it all working for everyone?

1225
01:14:42.940 --> 01:14:43.940
It's starting to work.

1226
01:14:43.940 --> 01:14:45.780
It's pulling the plaid stuff.

1227
01:14:45.780 --> 01:14:47.660
It's putting the spreadsheet.

1228
01:14:47.660 --> 01:14:49.380
We've never done this with people yet.

1229
01:14:49.380 --> 01:14:52.860
I did this by myself, so I just want to make sure we're all still working.

1230
01:14:52.860 --> 01:14:54.340
So I was not breaking.

1231
01:14:54.340 --> 01:14:55.340
It's working.

1232
01:14:55.340 --> 01:14:56.340
Yes.

1233
01:14:56.340 --> 01:14:57.340
Okay.

1234
01:14:57.340 --> 01:14:58.340
Good.

1235
01:14:58.340 --> 01:14:59.340
Good.

1236
01:15:05.060 --> 01:15:06.420
to the software that does this.

1237
01:15:06.420 --> 01:15:11.520
So there's it's not an easy way to get AI to access or review financial stuff.

1238
01:15:11.520 --> 01:15:13.360
And so there's a bunch of software you can pay for.

1239
01:15:13.360 --> 01:15:16.280
There's one we're paying for for $50 a month that did this.

1240
01:15:16.280 --> 01:15:20.360
And now that we have to plug connections, like we literally can do this within Sabi, which

1241
01:15:20.360 --> 01:15:21.520
is awesome.

1242
01:15:21.520 --> 01:15:25.840
Okay, Sabi's making it pretty now.

1243
01:15:25.840 --> 01:15:26.840
Awesome.

1244
01:15:26.840 --> 01:15:27.840
Okay.

1245
01:15:27.840 --> 01:15:28.840
Still working.

1246
01:15:28.840 --> 01:15:32.220
That one might take a little bit, let's see.

1247
01:15:32.220 --> 01:15:34.920
And pro tip, you can now do that with any spreadsheet you have.

1248
01:15:34.920 --> 01:15:39.480
So if you have a spreadsheet, it's just a bunch of data, you can tell Sabi, go make it, make

1249
01:15:39.480 --> 01:15:42.480
it more, make it beautiful, whatever.

1250
01:15:42.480 --> 01:15:45.960
And she can go because it's a skill in her brain, she can do that for any spreadsheet

1251
01:15:45.960 --> 01:15:50.120
you have, which is kind of cool.

1252
01:15:50.120 --> 01:16:01.480
All right, let me know, maybe say, say four in the chat when she's done with that one.

1253
01:16:01.480 --> 01:16:02.760
That one does take a little bit of time.

1254
01:16:02.760 --> 01:16:28.520
Linda, can you take a quick screenshot and share the screenshot of what it says?

1255
01:16:28.520 --> 01:16:35.640
Or no, take a screenshot of the air.

1256
01:16:35.640 --> 01:16:36.640
Yeah.

1257
01:16:36.640 --> 01:16:39.800
And this is in Sabi.

1258
01:16:39.800 --> 01:16:44.440
Yeah, you can, let me see here, blank.

1259
01:16:44.440 --> 01:16:48.320
Try to, so did it not write anything in the spreadsheet?

1260
01:16:48.320 --> 01:16:49.320
Like where did it get stuck?

1261
01:16:49.320 --> 01:16:50.320
Did it make the tabs?

1262
01:16:50.320 --> 01:16:52.300
Did it put any of the data in there?

1263
01:16:52.300 --> 01:16:54.600
Or did it get stuck on the pretty?

1264
01:16:54.600 --> 01:17:03.960
It made the tabs, so I got the tabs on the bottom, and then when I did the three, it was

1265
01:17:03.960 --> 01:17:08.760
not able to get the information on when we find it.

1266
01:17:08.760 --> 01:17:14.120
It has only returned that one account, if you have personal, they account connected,

1267
01:17:14.120 --> 01:17:17.760
and please walk in the sheet right on the end right now.

1268
01:17:17.760 --> 01:17:22.760
I said that instead of this come through, but it doesn't go on the sheet.

1269
01:17:22.760 --> 01:17:25.760
Oh, okay, okay.

1270
01:17:25.760 --> 01:17:28.920
Try to take it, plug it in.

1271
01:17:28.920 --> 01:17:34.400
Try just asking it to do it again, just say like, hey, try again, you know.

1272
01:17:34.400 --> 01:17:38.240
There is a thing sometimes when like there's too much data, like of like, oh, maybe there's

1273
01:17:38.240 --> 01:17:43.200
too many lines or too many things that can glitch out, if it's like too big of a test,

1274
01:17:43.200 --> 01:17:46.560
but this should be okay, it's just pointing in like a balance.

1275
01:17:46.560 --> 01:17:52.040
So just ask it to try again and see if we get it unstuck.

1276
01:17:52.040 --> 01:18:00.400
It's actually we try not to say it again, that is actually retrying the styling on its

1277
01:18:00.400 --> 01:18:01.400
own.

1278
01:18:01.400 --> 01:18:02.400
Oh, okay.

1279
01:18:02.400 --> 01:18:03.400
Okay.

1280
01:18:03.400 --> 01:18:06.320
And yeah, you just give it a second, then it'll.

1281
01:18:06.320 --> 01:18:10.760
Did it finish the styling for anyone or no?

1282
01:18:10.760 --> 01:18:12.760
So okay, Gabby, and how did it look?

1283
01:18:12.760 --> 01:18:14.680
Is it okay?

1284
01:18:14.680 --> 01:18:16.000
It looks a little better.

1285
01:18:16.000 --> 01:18:17.000
Okay, cool.

1286
01:18:17.000 --> 01:18:19.440
Marsha, it worked for you.

1287
01:18:19.440 --> 01:18:20.440
Okay.

1288
01:18:20.440 --> 01:18:23.760
Yeah, that one took a while, that styling thing.

1289
01:18:23.760 --> 01:18:25.280
Okay.

1290
01:18:25.280 --> 01:18:30.280
From there, we are going to kind of move to the next tab.

1291
01:18:30.280 --> 01:18:33.520
You don't have to move it yourself, but this is just the next prompt.

1292
01:18:33.520 --> 01:18:34.520
Okay.

1293
01:18:34.520 --> 01:18:37.560
So this is going to be your business transaction.

1294
01:18:37.560 --> 01:18:40.880
So if you are just doing personal, you can skip this one.

1295
01:18:40.880 --> 01:18:44.200
Skip step four if you're doing personal only.

1296
01:18:44.200 --> 01:18:45.200
If you're doing business.

1297
01:18:45.200 --> 01:18:48.440
So this will be your business one right here, and it'll put in your bank accounts here from

1298
01:18:48.440 --> 01:18:53.560
the prompt above, and it's basically just like, hey, pull the last 24 hours.

1299
01:18:53.560 --> 01:18:59.080
I know it's tempting to pull in the last six months of transactions, but don't do it.

1300
01:18:59.080 --> 01:19:00.240
It'll break.

1301
01:19:00.240 --> 01:19:04.280
We haven't fixed this bug yet, but basically, Sabi, like I said, can only pull in so much

1302
01:19:04.280 --> 01:19:08.080
information and imagine this is not just like each transaction.

1303
01:19:08.080 --> 01:19:10.320
It's all the lines that go with that transaction.

1304
01:19:10.320 --> 01:19:15.240
So it's like the date, the bank, the amount, the description, the merchant, the, is it in

1305
01:19:15.240 --> 01:19:18.040
or out transaction is depending what's the transaction ID.

1306
01:19:18.040 --> 01:19:20.640
So each line has like 10 items.

1307
01:19:20.640 --> 01:19:24.000
And so if you're asking for like six months of data, it's just too much.

1308
01:19:24.000 --> 01:19:26.280
Sabi just gets overwhelmed and quits.

1309
01:19:26.280 --> 01:19:29.440
So we're going to fix that so you can do these big like imports.

1310
01:19:29.440 --> 01:19:31.800
But for now, just test it with the last 24 hours.

1311
01:19:31.800 --> 01:19:35.280
Because if we get to work for 24 hours, then essentially we could have it run every morning

1312
01:19:35.280 --> 01:19:37.160
and pull the last 24 hours.

1313
01:19:37.160 --> 01:19:42.680
And then you have like an always updated tracker of what's going on in the finances.

1314
01:19:42.680 --> 01:19:49.840
So if you are doing just personal, scroll down to step five and basically, oh, I didn't.

1315
01:19:49.840 --> 01:19:50.840
This one won't work.

1316
01:19:50.840 --> 01:19:51.840
Okay.

1317
01:19:51.840 --> 01:19:52.840
Hold on.

1318
01:19:52.840 --> 01:19:53.840
Let me give you the prompt for personal people.

1319
01:19:53.840 --> 01:19:54.840
Okay.

1320
01:19:54.840 --> 01:19:58.600
Let me give you the prompt because I just said do the same, but I assumed that's people

1321
01:19:58.600 --> 01:19:59.600
are doing both.

1322
01:20:03.640 --> 01:20:08.640
of transactions from my personal accounts.

1323
01:20:08.640 --> 01:20:14.000
You have to put them in here into the personal transactions tab.

1324
01:20:14.000 --> 01:20:20.200
Okay, there you go, boom.

1325
01:20:20.200 --> 01:20:21.440
Okay, so I fixed it.

1326
01:20:21.440 --> 01:20:23.400
Just all you gotta do is put in your accounts

1327
01:20:23.400 --> 01:20:25.040
in the enter accounts section.

1328
01:20:25.040 --> 01:20:42.640
,okay, she's working.

1329
01:20:42.640 --> 01:20:44.080
Good job, Sabi.

1330
01:20:44.080 --> 01:20:46.760
(mouse clicking)

1331
01:20:46.760 --> 01:20:59.680
- Nice, nice to see what your sheet looks like, Steven,

1332
01:20:59.680 --> 01:21:04.120
because mine's like doubling the descriptions,

1333
01:21:04.120 --> 01:21:07.720
like two, line one, line two has description,

1334
01:21:07.720 --> 01:21:10.120
description, category, category account, account notes,

1335
01:21:10.120 --> 01:21:12.240
notes, is that supposed to look like that?

1336
01:21:12.240 --> 01:21:13.440
- Yeah, so let's see.

1337
01:21:14.440 --> 01:21:16.320
Let me see here.

1338
01:21:16.320 --> 01:21:20.180
It should be like this, where it's kind of like account name,

1339
01:21:20.180 --> 01:21:23.560
the last four institution.

1340
01:21:23.560 --> 01:21:25.560
You're saying though, it's like doubling, basically,

1341
01:21:25.560 --> 01:21:28.640
it's kind of like, I wonder if it's because,

1342
01:21:28.640 --> 01:21:30.000
you know when it said it didn't work,

1343
01:21:30.000 --> 01:21:31.680
I wonder if it did work.

1344
01:21:31.680 --> 01:21:33.840
And then we had to do it again, basically.

1345
01:21:33.840 --> 01:21:35.800
- Start over.

1346
01:21:35.800 --> 01:21:37.120
- So, no, don't start over.

1347
01:21:37.120 --> 01:21:39.360
The thing is, Sabi can fix it.

1348
01:21:39.360 --> 01:21:40.680
So just tell Sabi what's going on.

1349
01:21:40.680 --> 01:21:42.840
Just say, hey, I'm seeing duplicate, can you fix that?

1350
01:21:42.840 --> 01:21:47.280
Like, I'm seeing duplicate entries in the whatever tab.

1351
01:21:47.280 --> 01:21:48.640
Like, can you go clean that up?

1352
01:21:48.640 --> 01:21:51.520
Just tell her to kind of fix her mess.

1353
01:21:51.520 --> 01:21:54.040
But I bet that's what happened, is it like,

1354
01:21:54.040 --> 01:21:56.640
sometimes I have to refresh the tab,

1355
01:21:56.640 --> 01:21:58.640
because she actually already did it,

1356
01:21:58.640 --> 01:22:00.200
but I'm not seeing it yet.

1357
01:22:00.200 --> 01:22:02.080
And then I refresh and it's like, oh, it's there, you know?

1358
01:22:02.080 --> 01:22:03.520
So I bet that's what happened.

1359
01:22:03.520 --> 01:22:06.880
Yeah.

1360
01:22:06.880 --> 01:22:10.840
- Yeah, and then I think it's, I don't know if anybody else

1361
01:22:10.840 --> 01:22:12.640
has Bank of America, Bank of America,

1362
01:22:12.640 --> 01:22:16.280
always kind of has that blocking thing where I can't.

1363
01:22:16.280 --> 01:22:18.840
It doesn't read it all the time, it could be that too.

1364
01:22:18.840 --> 01:22:20.840
- Oh, okay.

1365
01:22:20.840 --> 01:22:21.680
Yeah, I don't know.

1366
01:22:21.680 --> 01:22:22.760
I haven't used Bank of America,

1367
01:22:22.760 --> 01:22:24.880
but I know some are better than other,

1368
01:22:24.880 --> 01:22:26.140
like the connections.

1369
01:22:26.140 --> 01:22:29.760
I know like, yeah, I have this HSBC bank.

1370
01:22:29.760 --> 01:22:32.000
They don't even have any plaid connection.

1371
01:22:32.000 --> 01:22:34.680
Yeah.

1372
01:22:34.680 --> 01:22:36.240
Oh, I realize I'm not sharing my screen, sorry.

1373
01:22:36.240 --> 01:22:39.680
I was trying to show you what it's supposed to look like here.

1374
01:22:39.680 --> 01:22:40.520
- No, it's okay.

1375
01:22:40.520 --> 01:22:42.320
It did clean it up to see what yours is.

1376
01:22:42.320 --> 01:22:43.560
- Okay, cool, cool.

1377
01:22:43.560 --> 01:22:47.680
All right, everyone got step four and five done.

1378
01:22:47.680 --> 01:22:49.520
You kind of get the, now we have the,

1379
01:22:49.520 --> 01:22:52.040
we have the, we have the balances,

1380
01:22:52.040 --> 01:22:53.640
we have the transactions, right?

1381
01:22:53.640 --> 01:22:56.440
Everyone good?

1382
01:22:56.440 --> 01:22:58.960
So now we're basically going to,

1383
01:22:58.960 --> 01:23:00.200
we're gonna check it, okay?

1384
01:23:00.200 --> 01:23:02.600
So we're just gonna go look at the spreadsheet.

1385
01:23:02.600 --> 01:23:04.200
So we're gonna pull the spreadsheet

1386
01:23:04.200 --> 01:23:05.160
and we're actually gonna go look

1387
01:23:05.160 --> 01:23:06.440
and just kind of confirm things.

1388
01:23:06.440 --> 01:23:08.240
Like, does this look right, right?

1389
01:23:08.240 --> 01:23:09.520
You kind of have your business checking.

1390
01:23:09.520 --> 01:23:10.640
Here's the balance, right?

1391
01:23:10.640 --> 01:23:12.680
You have your, I got my savings.

1392
01:23:12.680 --> 01:23:13.520
Here's the balance.

1393
01:23:13.520 --> 01:23:14.360
Does that look right?

1394
01:23:14.360 --> 01:23:16.000
So anything look off to you?

1395
01:23:16.000 --> 01:23:18.200
It should all be good to just pull in a straight from plaid

1396
01:23:18.200 --> 01:23:20.360
but there, you know, AI can make errors.

1397
01:23:20.360 --> 01:23:23.240
It's better we fix it now before we keep going, you know?

1398
01:23:23.240 --> 01:23:24.520
So I just kind of double check stuff.

1399
01:23:24.520 --> 01:23:25.920
Of course, transaction only to check

1400
01:23:25.920 --> 01:23:27.680
every single transaction but just go in there

1401
01:23:27.680 --> 01:23:29.520
and look like, is it today's transaction?

1402
01:23:29.520 --> 01:23:31.480
Is it from the last 24 hours?

1403
01:23:31.480 --> 01:23:35.120
Did it get the colors like in and out, like in being green,

1404
01:23:35.120 --> 01:23:39.600
out being, sorry, in money coming in to the business

1405
01:23:39.600 --> 01:23:43.360
or personal means that's green, money going out, that's red.

1406
01:23:43.360 --> 01:23:49.080
Okay.

1407
01:23:49.080 --> 01:23:57.160
All right.

1408
01:23:57.160 --> 01:23:59.960
Now, once we kind of confirm that we feel good about it,

1409
01:23:59.960 --> 01:24:01.040
we're gonna go to the next step

1410
01:24:01.040 --> 01:24:02.760
which there's actually automating this.

1411
01:24:02.760 --> 01:24:05.640
Like kind of doing it on a schedule.

1412
01:24:05.640 --> 01:24:08.040
And so that's what we call the daily refresh.

1413
01:24:08.040 --> 01:24:10.680
This is step number seven, okay?

1414
01:24:10.680 --> 01:24:12.880
This basically takes this task we just did

1415
01:24:12.880 --> 01:24:15.000
and builds a workflow where it's now it's like, okay,

1416
01:24:15.000 --> 01:24:17.120
we got an employee who's gonna run my numbers

1417
01:24:17.120 --> 01:24:18.960
every morning, right?

1418
01:24:18.960 --> 01:24:21.360
So what we're gonna do, this is a longer prompt

1419
01:24:21.360 --> 01:24:26.360
but what you're gonna do is just customize the time, right?

1420
01:24:26.360 --> 01:24:28.680
That you want this to be done.

1421
01:24:28.680 --> 01:24:31.240
This is a what we call a silent task

1422
01:24:31.240 --> 01:24:33.920
unless you want it to tell you something, right?

1423
01:24:33.920 --> 01:24:35.600
But I like to just run this silently.

1424
01:24:35.600 --> 01:24:39.080
Personally, I do mine at like 4 a.m. or 5 a.m.

1425
01:24:39.080 --> 01:24:40.280
This one says 7 a.m.

1426
01:24:40.280 --> 01:24:41.720
But you basically can copy this prompt

1427
01:24:41.720 --> 01:24:43.720
and then edit it from here, okay?

1428
01:24:43.720 --> 01:24:45.640
Now, what this does, it actually like,

1429
01:24:45.640 --> 01:24:49.960
it says like, this is my friend's prompt, which is me, okay?

1430
01:24:49.960 --> 01:24:51.880
If there's anything you see that needs to be changed,

1431
01:24:51.880 --> 01:24:54.200
recommend that 'cause some of you guys might have tweaked stuff.

1432
01:24:54.200 --> 01:24:56.520
You might have changed the spreadsheet.

1433
01:24:56.520 --> 01:24:58.120
You might have like, you know, like yours might look

1434
01:24:58.120 --> 01:24:59.400
a little different than mine.

1435
01:25:01.440 --> 01:25:03.040
So she'll be like, hey, you probably

1436
01:25:03.040 --> 01:25:05.760
need to change this thing or that thing.

1437
01:25:05.760 --> 01:25:09.400
So again, this is where we got to learn the prompt engineering

1438
01:25:09.400 --> 01:25:10.240
a little bit.

1439
01:25:10.240 --> 01:25:11.320
Just customize this to you.

1440
01:25:11.320 --> 01:25:13.800
So you put it in here and just read through it.

1441
01:25:13.800 --> 01:25:17.600
And you could just delete some stuff that doesn't make sense.

1442
01:25:17.600 --> 01:25:21.640
So if you didn't do the business thing, just delete that one.

1443
01:25:21.640 --> 01:25:24.040
And then just change that to number one.

1444
01:25:24.040 --> 01:25:28.560
So number one, pull all 24 hours of transactions.

1445
01:25:28.560 --> 01:25:30.720
Blah, blah, blah.

1446
01:25:30.720 --> 01:25:32.520
It has all the descriptions.

1447
01:25:32.520 --> 01:25:47.760
I want to say that if you're just doing business,

1448
01:25:47.760 --> 01:25:50.240
it's number one and number two in this prompt.

1449
01:25:50.240 --> 01:25:55.960
If you're just doing personal, it's number three in the prompt.

1450
01:25:55.960 --> 01:26:00.920
And then number four applies it to pretty much everyone.

1451
01:26:00.920 --> 01:26:01.420
Yeah.

1452
01:26:01.420 --> 01:26:07.600
You just want to customize it to you depending on what you're doing.

1453
01:26:07.600 --> 01:26:09.240
Linda, let me take a look at this.

1454
01:26:09.240 --> 01:26:10.760
This is the same wall we've been hitting.

1455
01:26:10.760 --> 01:26:11.960
I can't read.

1456
01:26:11.960 --> 01:26:14.520
I can read the sheet, but can't complete the right.

1457
01:26:14.520 --> 01:26:16.680
Oh, I wonder-- oh, yeah.

1458
01:26:16.680 --> 01:26:22.600
I wonder, Linda, if this is a permissions issue, maybe.

1459
01:26:22.600 --> 01:26:28.120
So when you-- I actually question for you, Linda.

1460
01:26:28.120 --> 01:26:34.680
So when did-- Sabi did create the spreadsheet for you or no?

1461
01:26:34.680 --> 01:26:35.760
Yes, sir.

1462
01:26:35.760 --> 01:26:36.440
Yes, it did.

1463
01:26:36.440 --> 01:26:40.200
And then did she create the tabs in there?

1464
01:26:40.200 --> 01:26:41.720
Yes.

1465
01:26:41.720 --> 01:26:42.720
OK.

1466
01:26:42.720 --> 01:26:51.080
So tell her-- can't complete the right, this existing ticket.

1467
01:26:51.080 --> 01:26:53.800
Maybe just tell her, hey, you made the spreadsheet

1468
01:26:53.800 --> 01:26:54.680
and made the tabs.

1469
01:26:54.680 --> 01:26:56.920
You should be able to write into the spreadsheet.

1470
01:26:56.920 --> 01:27:05.400
And you could say, tell me what specifically is going wrong.

1471
01:27:05.400 --> 01:27:08.960
Is it too much data or you don't have the permission?

1472
01:27:08.960 --> 01:27:10.720
Just ask a little more detail, see if she

1473
01:27:10.720 --> 01:27:12.440
can give us a little more context.

1474
01:27:12.440 --> 01:27:14.920
Because I was thinking, if you couldn't get in the spreadsheet

1475
01:27:14.920 --> 01:27:16.920
at all, then it'd be a permissions issue, but it's not.

1476
01:27:16.920 --> 01:27:20.200
Because if she was able to make the spreadsheet and make tabs,

1477
01:27:20.200 --> 01:27:23.840
she should be able to put stuff in the spreadsheet.

1478
01:27:23.840 --> 01:27:26.520
So push it back on her one more time and like--

1479
01:27:26.520 --> 01:27:27.160
OK.

1480
01:27:27.160 --> 01:27:30.560
It might be like-- I'm wondering, yeah,

1481
01:27:30.560 --> 01:27:32.720
maybe she's not getting any data from Platt.

1482
01:27:32.720 --> 01:27:34.360
Like you said, maybe it's like a bank of America.

1483
01:27:34.360 --> 01:27:35.880
She has no data, so she's trying to write it.

1484
01:27:35.880 --> 01:27:37.040
And then it's not writing.

1485
01:27:37.040 --> 01:27:39.360
And then she's like, oh, I couldn't do it.

1486
01:27:39.360 --> 01:27:42.000
So we'll ask her a little more details on what's happening

1487
01:27:42.000 --> 01:27:43.880
and see if we can get to the bottom of it.

1488
01:27:47.440 --> 01:27:53.160
OK, so I did hold some numbers earlier, and it did show that.

1489
01:27:53.160 --> 01:27:55.920
But now that I ask her that question,

1490
01:27:55.920 --> 01:27:58.040
she says, create a sheet and writing complex formatting

1491
01:27:58.040 --> 01:28:00.240
with two different tools under the hood.

1492
01:28:00.240 --> 01:28:02.720
And the formatting one has been failing consistently

1493
01:28:02.720 --> 01:28:03.920
the accession.

1494
01:28:03.920 --> 01:28:07.240
Is that a permission issue with you or your Google account?

1495
01:28:07.240 --> 01:28:08.720
Is she is fully accessible?

1496
01:28:08.720 --> 01:28:12.160
Something on my hand with a styling right tool is broken.

1497
01:28:12.160 --> 01:28:13.520
OK, so she's just having a hard time

1498
01:28:13.520 --> 01:28:16.680
with the whole make it pretty thing, a styling thing.

1499
01:28:16.680 --> 01:28:19.120
Yeah, it's just biling, yeah.

1500
01:28:19.120 --> 01:28:21.520
OK, well, you could skip it for now.

1501
01:28:21.520 --> 01:28:24.200
The nice thing with AI is it doesn't have to be pretty.

1502
01:28:24.200 --> 01:28:26.040
It's nice if you can read it.

1503
01:28:26.040 --> 01:28:29.080
But even if it's just a jumble of numbers, AI can read it.

1504
01:28:29.080 --> 01:28:32.360
So maybe keep going for now on this

1505
01:28:32.360 --> 01:28:36.000
and come back to the make it pretty thing later.

1506
01:28:36.000 --> 01:28:39.640
Because that's where it seems like it's getting stuck.

1507
01:28:39.640 --> 01:28:41.600
Yes.

1508
01:28:41.600 --> 01:28:43.200
Cool.

1509
01:28:43.200 --> 01:28:46.240
Now, back to this one really quick, guys.

1510
01:28:46.240 --> 01:28:49.560
You guys kind of customized this one, right?

1511
01:28:49.560 --> 01:28:52.400
So, Sabi, when you send this to her,

1512
01:28:52.400 --> 01:28:55.000
she is going to kind of come back with, too,

1513
01:28:55.000 --> 01:28:57.240
with anything that she might change.

1514
01:28:57.240 --> 01:28:59.960
Because you see, I said, this is my friend's problem.

1515
01:28:59.960 --> 01:29:03.560
Tell me what it might be to change based on my business.

1516
01:29:03.560 --> 01:29:05.040
And so she might come back.

1517
01:29:05.040 --> 01:29:08.320
And then you're going to just say, OK, yeah, that sounds good.

1518
01:29:08.320 --> 01:29:10.000
Or you can tweak it from there.

1519
01:29:10.000 --> 01:29:14.160
So I want you to tell her to say, yeah, that sounds good.

1520
01:29:14.160 --> 01:29:19.240
This is going to put her on this, like, daily cadence.

1521
01:29:19.240 --> 01:29:23.480
Now, I personally like to keep this silent.

1522
01:29:23.480 --> 01:29:25.760
So I'll tell her, there's a silent task.

1523
01:29:25.760 --> 01:29:26.360
Just update.

1524
01:29:26.360 --> 01:29:28.920
You don't even text me at 4 AM, you know?

1525
01:29:28.920 --> 01:29:30.680
But for you, you might want her to.

1526
01:29:30.680 --> 01:29:31.600
It just depends on you.

1527
01:29:31.600 --> 01:29:34.240
Like, you might be like, yes, send me my balances every day.

1528
01:29:34.240 --> 01:29:36.840
Or send me my, you know, whatever every day.

1529
01:29:36.840 --> 01:29:37.880
You could tell her that.

1530
01:29:37.880 --> 01:29:40.320
But I would probably do this one as a silent one.

1531
01:29:40.320 --> 01:29:43.720
And then have a separate task during, like, working hours

1532
01:29:43.720 --> 01:29:44.760
or something that sends that.

1533
01:29:44.760 --> 01:29:47.840
So it's not like in the middle of the night.

1534
01:29:47.840 --> 01:29:48.480
Cool.

1535
01:29:48.480 --> 01:29:49.400
Marsha got it done.

1536
01:29:49.400 --> 01:29:50.400
Let's go.

1537
01:29:50.400 --> 01:29:51.600
Built.

1538
01:29:51.600 --> 01:29:56.440
Jake and Tanya's styling is taking too long or taking long.

1539
01:29:56.440 --> 01:29:59.040
Yeah, you might have to come back to the styling thing.

1540
01:30:03.340 --> 01:30:06.380
I don't know how many lines or bank accounts you connected to it.

1541
01:30:06.380 --> 01:30:09.180
So if it's more complex, I don't know, maybe it's getting stuck.

1542
01:30:09.180 --> 01:30:15.180
All right.

1543
01:30:15.180 --> 01:30:20.540
Anyone else stuck on any of the steps?

1544
01:30:20.540 --> 01:30:21.940
Totally okay.

1545
01:30:21.940 --> 01:30:23.260
This is really phase one.

1546
01:30:23.260 --> 01:30:28.260
Really the goal is to get a baseline kind of data pool, right?

1547
01:30:28.760 --> 01:30:29.960
Data pool, right?

1548
01:30:29.960 --> 01:30:34.880
So this is four tabs, potentially just two tabs, depending on if it's too business.

1549
01:30:34.880 --> 01:30:36.160
That's fine or just personal.

1550
01:30:36.160 --> 01:30:37.260
That's fine.

1551
01:30:37.260 --> 01:30:40.560
But then what we can do with this is build a lot more stuff, right?

1552
01:30:40.560 --> 01:30:43.560
You can build financial trackers, budgeting tools.

1553
01:30:43.560 --> 01:30:46.160
You know, you can, you can have a monthly report sent to you.

1554
01:30:46.160 --> 01:30:47.960
There's like so many things you can do.

1555
01:30:47.960 --> 01:30:51.160
And it's a lot easier for Sabi to interact with this data.

1556
01:30:51.160 --> 01:30:55.660
Like she gets it from Plaid, but to for her to like get something from Plaid

1557
01:30:55.660 --> 01:31:00.400
and then do a monthly report or whatever, it's too big of a task where it can get kind

1558
01:31:00.400 --> 01:31:01.400
of wonky.

1559
01:31:01.400 --> 01:31:05.320
So this Google Sheets, like she can work with like a ton of info here, and it's very

1560
01:31:05.320 --> 01:31:10.680
easy for her, you know, the AI brain to understand this, you know, it just works really well

1561
01:31:10.680 --> 01:31:15.640
with this kind of data, awesome.

1562
01:31:15.640 --> 01:31:16.640
Any questions?

1563
01:31:16.640 --> 01:31:17.640
Anyone stuck?

1564
01:31:17.640 --> 01:31:20.960
We made it through phase one, but there is a phase two.

1565
01:31:20.960 --> 01:31:25.240
So let me, let me go over phase two, if you guys have any questions, we can hit those.

1566
01:31:25.240 --> 01:31:27.300
This will be your homework if you want to go further with this.

1567
01:31:27.300 --> 01:31:28.300
Okay.

1568
01:31:28.300 --> 01:31:29.300
So you're good where you're at.

1569
01:31:29.300 --> 01:31:33.180
You kind of have a monthly tracker, or sorry, a daily tracker going.

1570
01:31:33.180 --> 01:31:37.060
And I would say what you could do with that is, I mean, the first thing you do is, hey,

1571
01:31:37.060 --> 01:31:40.460
look through my transactions, see, there's any subscriptions I could cancel.

1572
01:31:40.460 --> 01:31:44.860
See if there's any things that I'm paying for that I'm not using anymore.

1573
01:31:44.860 --> 01:31:48.900
Any of you may ask me questions, like, you know, you can ask your questions over time

1574
01:31:48.900 --> 01:31:50.700
once you have more data in there.

1575
01:31:50.700 --> 01:31:51.700
Yeah.

1576
01:31:51.700 --> 01:31:54.260
Like, Hey, I'm kind of like trying to think through my budget.

1577
01:31:54.260 --> 01:31:58.840
How much am I spending on food, you know, right now, groceries, like, you know, like

1578
01:31:58.840 --> 01:32:01.680
some of this stuff like we kind of know, and some of us, we don't know.

1579
01:32:01.680 --> 01:32:04.780
And it's like, if you get a handle on those things, it could be helpful, right?

1580
01:32:04.780 --> 01:32:09.640
To kind of have baseline things you're, you're tracking, same thing in business, right?

1581
01:32:09.640 --> 01:32:12.200
Like, are there softwares I'm paying for that?

1582
01:32:12.200 --> 01:32:14.520
They share the same features, right?

1583
01:32:14.520 --> 01:32:17.760
Like where I could consolidate the one software and save money, right?

1584
01:32:17.760 --> 01:32:22.760
So I am using Zoom and Slack and, and G chat, and they all do the same thing, right?

1585
01:32:22.760 --> 01:32:25.600
So you're, you know, Google, Google meets, right?

1586
01:32:25.600 --> 01:32:28.800
So it'll give you ideas for ways to save it.

1587
01:32:28.800 --> 01:32:30.320
But there's also a lot more you can do with it.

1588
01:32:30.320 --> 01:32:34.920
So what I'd recommend doing with it is setting it up.

1589
01:32:34.920 --> 01:32:38.280
But then phase two, if you guys want to go through this this week, this will be kind

1590
01:32:38.280 --> 01:32:43.600
of like the, the homework, if you want to take this to the next all is build a CEO dashboard.

1591
01:32:43.600 --> 01:32:47.680
You don't have to build exactly my dashboard, but like, what's important to you to see in

1592
01:32:47.680 --> 01:32:49.520
your business finances?

1593
01:32:49.520 --> 01:32:51.520
And I would have Sabi build that for you.

1594
01:32:51.520 --> 01:32:57.680
So these instructions talk about basically how to build kind of this style one, which

1595
01:32:57.680 --> 01:33:04.440
is basically like what we call, you know, it's basically a cash, it's kind of looking

1596
01:33:04.440 --> 01:33:09.880
at your cash position, your month at a glance, and then it has kind of some like KPIs to

1597
01:33:09.880 --> 01:33:10.880
track, right?

1598
01:33:10.880 --> 01:33:14.080
But maybe these don't matter to you as much in your business.

1599
01:33:14.080 --> 01:33:18.360
Maybe you just want to know like cash and margin, right?

1600
01:33:18.360 --> 01:33:24.240
Or maybe you just want to know credit availability, how much credit do I have, you know, because

1601
01:33:24.240 --> 01:33:26.960
we grow the business with credit or something, right?

1602
01:33:26.960 --> 01:33:28.440
So what's important to you?

1603
01:33:28.440 --> 01:33:32.640
I would probably go to Sabi and just chat with her and just be like, Hey, I want to create

1604
01:33:32.640 --> 01:33:38.440
a CEO dashboard based on that spreadsheet that we made, you know, my financial tracker.

1605
01:33:38.440 --> 01:33:39.440
What ideas do you have?

1606
01:33:39.440 --> 01:33:42.560
Like I would just chat with her a little bit and like literally you could just have a chat

1607
01:33:42.560 --> 01:33:46.480
and she could build something custom to you, you know, like for personal, maybe it's like

1608
01:33:46.480 --> 01:33:50.160
I'm going to track, you know, I don't know, these three categories and I want to create

1609
01:33:50.160 --> 01:33:54.400
a budget like you could literally build whatever and then just chat with her, kind of dream

1610
01:33:54.400 --> 01:33:56.120
it up and then just have her build it, right?

1611
01:33:56.120 --> 01:33:57.640
Just have her go build it.

1612
01:33:57.640 --> 01:34:02.000
And what I found with building these is like you just want to do it in chunks because if

1613
01:34:02.000 --> 01:34:06.600
you try to just give her a huge task, you will glitch out because it's a lot of data.

1614
01:34:06.600 --> 01:34:09.240
But if you want to build this style one, you can play around with this.

1615
01:34:09.240 --> 01:34:14.960
You just fill out kind of some of these things like, okay, am I spending money on ads?

1616
01:34:14.960 --> 01:34:17.120
It was it with meta, right?

1617
01:34:17.120 --> 01:34:21.400
You want to put in the name exactly that like how you would see it here, right?

1618
01:34:21.400 --> 01:34:28.200
So if you see like merchant is, I don't know, gusto, right?

1619
01:34:28.200 --> 01:34:30.160
That's a payroll company, right?

1620
01:34:30.160 --> 01:34:32.480
You would put that here under payroll.

1621
01:34:32.480 --> 01:34:37.320
So if you're using some sort of payroll company, like just works or build.com to pay yourself

1622
01:34:37.320 --> 01:34:40.000
or pay an employee, you're going to put those here.

1623
01:34:40.000 --> 01:34:41.960
That's going to calculate your labor costs.

1624
01:34:41.960 --> 01:34:46.120
If you're paying yourself, it might just be like, you know, a transfer or something like

1625
01:34:46.120 --> 01:34:50.580
that might look like a transfer like that.

1626
01:34:50.580 --> 01:34:54.800
So maybe I'm paying myself via PayPal, like it's going to look like this PayPal transfer,

1627
01:34:54.800 --> 01:34:55.800
you know.

1628
01:34:55.800 --> 01:34:58.320
So you want to give it clues for like, what does labor mean?

1629
01:34:58.320 --> 01:34:59.960
Like, what does cost of labor?

1630
01:35:02.320 --> 01:35:03.760
And then same thing with like ad spend

1631
01:35:03.760 --> 01:35:04.720
or any marketing stuff.

1632
01:35:04.720 --> 01:35:07.920
Maybe you're spending money on some sort of marketing thing.

1633
01:35:07.920 --> 01:35:09.680
You'd put that in here.

1634
01:35:09.680 --> 01:35:11.120
This is your business name.

1635
01:35:11.120 --> 01:35:13.160
And then these guys,

1636
01:35:13.160 --> 01:35:16.340
it's gonna help customize these prompts from here.

1637
01:35:16.340 --> 01:35:19.040
Okay, these prompts are like massive, okay?

1638
01:35:19.040 --> 01:35:21.920
But this is for building the one that I have.

1639
01:35:21.920 --> 01:35:23.640
And what it's, it has eight steps.

1640
01:35:23.640 --> 01:35:25.000
It's basically gonna like do the thing.

1641
01:35:25.000 --> 01:35:26.760
It's gonna check with you, make sure it worked.

1642
01:35:26.760 --> 01:35:28.000
And it's gonna do the next thing.

1643
01:35:28.000 --> 01:35:28.840
It's gonna check with you.

1644
01:35:28.840 --> 01:35:30.800
And it's gonna go through all eight steps,

1645
01:35:30.800 --> 01:35:32.840
checking with you after each time.

1646
01:35:32.840 --> 01:35:35.160
And then from there, we do the whole make it pretty thing

1647
01:35:35.160 --> 01:35:37.920
from there, like, and then you're done, right?

1648
01:35:37.920 --> 01:35:41.200
But like I said, you don't have to build my style dashboard.

1649
01:35:41.200 --> 01:35:43.520
If this means nothing to you in your business,

1650
01:35:43.520 --> 01:35:45.940
I would chat with Sabi and just have like an honest chat

1651
01:35:45.940 --> 01:35:48.920
with her and be like, hey, help me build a CEO dashboard

1652
01:35:48.920 --> 01:35:51.400
or a personal budgeting dashboard or whatever it is,

1653
01:35:51.400 --> 01:35:52.440
based on that spreadsheet,

1654
01:35:52.440 --> 01:35:54.200
what ideas do you have, interview me,

1655
01:35:54.200 --> 01:35:56.080
ask me what's important to me.

1656
01:35:56.080 --> 01:35:58.200
She'll ask you questions, figure out what's important to you

1657
01:35:58.200 --> 01:36:00.520
and then be like, yeah, let's build it, help me plan it.

1658
01:36:00.520 --> 01:36:01.520
And then let's go do it.

1659
01:36:01.520 --> 01:36:04.400
And you just kind of, you know, walk with her step by step.

1660
01:36:04.400 --> 01:36:05.960
Before you know it, you're gonna have this really cool

1661
01:36:05.960 --> 01:36:08.200
little financial dashboard tracker

1662
01:36:08.200 --> 01:36:10.360
that you can look at, it tracks things that are important

1663
01:36:10.360 --> 01:36:12.400
to you that are gonna help you make good decisions

1664
01:36:12.400 --> 01:36:16.440
in the business, run the business in a profitable way,

1665
01:36:16.440 --> 01:36:19.560
save money, avoid overspending like just so many things

1666
01:36:19.560 --> 01:36:21.880
you can do when you just have more consistency

1667
01:36:21.880 --> 01:36:23.280
looking at the finances.

1668
01:36:23.280 --> 01:36:24.280
And that was the goal of this week,

1669
01:36:24.280 --> 01:36:28.680
giving you financial clarity, using AI to really assist you

1670
01:36:28.680 --> 01:36:29.520
in this.

1671
01:36:29.520 --> 01:36:31.840
This is stuff that like, I mean, people pay bookkeepers

1672
01:36:31.840 --> 01:36:34.560
like a lot of money to do, well, honestly, this tool

1673
01:36:34.560 --> 01:36:37.280
can probably just do for you with the right coaching

1674
01:36:37.280 --> 01:36:40.080
and setup, you know, it's pretty incredible.

1675
01:36:40.080 --> 01:36:41.520
So you have the foundation of that.

1676
01:36:41.520 --> 01:36:44.160
I'd encourage you to take it to the next level this week.

1677
01:36:44.160 --> 01:36:48.160
So Gabby's gonna, we'll have Gabby post that link

1678
01:36:48.160 --> 01:36:51.760
just so if you guys wanna come back to it in the community,

1679
01:36:51.760 --> 01:36:53.240
we'll put it in the resources section,

1680
01:36:53.240 --> 01:36:57.400
that little app we have, and you guys can also save it,

1681
01:36:57.400 --> 01:36:59.720
save it, bookmark that link so you can come back to it.

1682
01:36:59.720 --> 01:37:03.400
And make it your own, that would be my encouragement.

1683
01:37:03.400 --> 01:37:05.080
'Cause like really, it only helps you

1684
01:37:05.080 --> 01:37:07.160
if you make it personal to you, you know?

1685
01:37:07.160 --> 01:37:10.360
So we have a really good foundation with the tracker now

1686
01:37:10.360 --> 01:37:13.040
and also Plaid, that connection can be super valuable.

1687
01:37:13.040 --> 01:37:14.080
Just remember you have it.

1688
01:37:14.080 --> 01:37:17.840
If you have a question about finances around your bank account

1689
01:37:17.840 --> 01:37:21.480
or credit cards or whatever, like, hey, did I pay my pool guy

1690
01:37:21.480 --> 01:37:24.360
yet this month, I don't know, Plaid can just go check it for you.

1691
01:37:24.360 --> 01:37:26.760
It just saves you so much time, you have to log into the bank

1692
01:37:26.760 --> 01:37:27.960
and do all the two factor stuff.

1693
01:37:27.960 --> 01:37:30.480
It's just like instant, you get an answer super quick,

1694
01:37:30.480 --> 01:37:31.720
which is so nice.

1695
01:37:31.720 --> 01:37:33.120
So definitely use that connection.

1696
01:37:33.120 --> 01:37:35.080
It's, I just found it to be very handy,

1697
01:37:35.080 --> 01:37:37.400
even in the last 48 hours.

1698
01:37:37.400 --> 01:37:39.680
So that's that, you guys, any questions?

1699
01:37:39.680 --> 01:37:41.800
We are a little over time, we're gonna do 90 minutes

1700
01:37:41.800 --> 01:37:44.560
on this one, but how are you guys feeling?

1701
01:37:44.560 --> 01:37:47.680
You got something built today, at least partially?

1702
01:37:47.680 --> 01:37:50.240
Awesome, good, okay, cool.

1703
01:37:50.240 --> 01:37:53.160
A little plug for the survey afterwards.

1704
01:37:53.160 --> 01:37:56.760
Fill that out, Gabby tracks those and checks in with you guys.

1705
01:37:56.760 --> 01:37:59.680
So if you have any specific questions, throw them on there too.

1706
01:37:59.680 --> 01:38:02.920
And like I said, kinda with Linda, like, if you're getting stuck,

1707
01:38:02.920 --> 01:38:05.320
number one, submit a bug to sob if it's a bug.

1708
01:38:05.320 --> 01:38:07.760
But always challenge her, just say, hey, can you do this?

1709
01:38:07.760 --> 01:38:09.880
You just did this, just do it again, you know?

1710
01:38:09.880 --> 01:38:11.720
Like just push on her a little bit.

1711
01:38:11.720 --> 01:38:14.280
And then sometimes I'll even ask like, okay, you can't do this,

1712
01:38:14.280 --> 01:38:15.400
but how could we do this?

1713
01:38:15.400 --> 01:38:16.720
See it out and she'll be like, okay, well,

1714
01:38:16.720 --> 01:38:19.120
you can break it into two tasks and I could do it.

1715
01:38:19.120 --> 01:38:22.000
'Cause I built this with my own data and so like,

1716
01:38:22.000 --> 01:38:25.000
I kind of found the limits of sobby of how much she could do,

1717
01:38:25.000 --> 01:38:28.040
but you might have more data, it might be more complex.

1718
01:38:28.040 --> 01:38:29.000
And so she might break.

1719
01:38:29.000 --> 01:38:31.720
So you just tell her to break it into smaller tasks

1720
01:38:31.720 --> 01:38:35.600
and she'll get it done, you know, yeah.

1721
01:38:35.600 --> 01:38:39.520
All right guys, have a great Thursday, Friday and the weekend.

1722
01:38:39.520 --> 01:38:41.040
We'll see you guys soon.

1723
01:38:41.040 --> 01:38:44.720
And we'll see on the next one, all right.

1724
01:38:44.720 --> 01:38:45.560
- Thank you, Steven.

1725
01:38:45.560 --> 01:38:46.400
See you guys.

1726
01:38:46.400 --> 01:38:48.040
- See you guys, bye.