Episode 92

Don't Panic, AI Is Already Here for Your Sales Team

You know the feeling: everyone else seems to have AI figured out, and you're the only one who hasn't. If you run a business with a sales team, that fear is real — and AI is already in sales, right now.

Dennis Collins, Leah Bumphrey, and Paul Boomer (author of The Secret Formulas of Artificial Intelligence) cut through the panic. AI isn't replacing your best salespeople — it can't read a room, it has no judgment, no intuition. But it can take the work they hate: proposals, inventory, spreadsheets, first-call intake. Hand it the boring stuff so your people can do what only humans can.

You'll learn:

The one question that tells you if an AI vendor is worth your money — get this wrong and you'll waste thousands

How to talk to your sales team about AI without their heads exploding

The "business intelligence" hire every small business needs right now

Why "buying AI for defense" is a trap

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Website: ConnectAndConvertPodcast.com

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Transcript
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How soon is AI coming for sales?

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How soon will AI be

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able to replace sales?

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It's already happening.

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(Music)

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I'm late to the game.

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It's passed me by.

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I'm not techie enough.

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I can't figure this out.

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I know I got to do this.

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I don't have any idea what to do.

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They did it finally by getting honest

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with themselves and what they didn't know

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and decided to do something about it.

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So today, in today's episode, we want to

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talk about one particular element of AI.

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And we are blessed to have, as one of our

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co-hosts, the one and only Paul Boomer,

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he wrote the book on AI, secret formulas

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of artificial intelligence.

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And he is the man that we're going to

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rely on today to help us through this

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question, Paul Boomer.

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I came out of the sales world.

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I have been a sales manager, a sales

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trainer, a sales coach for years.

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How soon is AI coming for sales?

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How soon will AI be

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able to replace sales?

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It's already happening.

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Oh, I'm late.

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See, I told you I was late.

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It's already happened.

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I'm late.

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The challenge with AI

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is it's so frickin' fast.

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Yeah, I've noticed that.

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Yeah, it is fast.

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It's already in sales in

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many different aspects.

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So as a small

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business owner, what do I...

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First of all, there's

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a people issue here.

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I've got sales people that I love.

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I've trained.

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I don't want to lose them.

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But right now, when I start messing

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around with AI, the first thing they ask

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me, "Hey, boss, is this it for me?

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I'm out of here?"

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How do we deal with the people problem as

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well as the technical problem?

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That is a really good question because

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I've seen it so many times that an owner

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goes in and starts playing with AI and

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doesn't have a conversation with their

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employees first, saying, "Hey, I'm just

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playing around with

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this right now, guys."

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Because when you don't have a

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conversation, when you don't communicate,

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people think the worst.

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Of course.

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But before you even jump into AI

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as an implementing it in your business,

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have a conversation with your staff of

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what you're going to be doing.

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And you know what?

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You may actually have some feedback from

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them and they might give you an idea of

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how to use AI even more.

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And let's remember that AI is limited in

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its responses, in what it can do.

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I've been a professional salesperson for

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most of my career and there

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are aspects of it I loathe.

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What I don't loathe is the

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opportunity to talk to people.

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I don't loathe the opportunity to sit

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down and figure out what it is that they

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need, have a conversation,

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dig deep, get to know them.

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But the parts that I don't like are

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probably the parts that AI can be given

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to free me up for

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what I'm really good at.

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But let me tag on to

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what you just said, Leah.

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I am of the opinion that as we speak

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today, and Paul just kind of said this,

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AI is having

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conversations with real customers.

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It is having intelligent conversations.

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It's responding to what they say and it

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sounds like a human

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being, right or wrong?

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I disagree.

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I just disagree.

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I think it's trying and I think that if

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and I'm not suggesting that it won't get

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there, but it will only get there based

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on me or Paul or you or you who's

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listening, feeding it the information

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that it needs to and that information

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changes all the time.

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Home Depot has recently started a program

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that they've been testing in 30 markets

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where they're actually using AI as the

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receptionist, so to speak, for people

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calling into a store.

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And the reason, and they had this

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conversation with their employees, the

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reason why they're doing it is to allow

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the consumer to get information quicker.

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And you know what the

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employees are saying?

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They're actually enjoying it more, the

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fact that there is an AI between them and

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the consumer, because it does free them

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up internally, the employees, to do the

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things that matter with people who are

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right in front of them.

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OK, so yeah, I'm aware and you guys are

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aware too of an HVAC company that

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actually uses AI as their intake.

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When the phone call comes in from a lead,

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there's an AI bot that's

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having that conversation.

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And I've heard it and

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I've listened to it.

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It's pretty damn good.

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It's very it sounds very believable.

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So that's a small step from that to

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having the AI actually.

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You know, we've we've all written

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sales role plays with AI and I believe AI

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can do a live role

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play with a salesperson.

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Am I right?

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You can train, you can train

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an AI bot to have a role play.

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So who needs a sales coach anymore?

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Who needs a stranger?

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Everybody.

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Everybody needs one because AI here's

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there is a tipping point where AI cannot

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do something, cannot go beyond.

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The thing that we have as

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humans is intuition and love.

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Those two things play a

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critical role in communications.

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AI will never have that.

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So without intuition and love, how is it

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going to be able to read

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somebody's body language?

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How is it going to be able to read what

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actually needs to be said next and not

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what's mathematically correct?

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Interesting.

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Ah.

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And that's what goes into another episode

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that we had, which talks about the

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information you feed it matters.

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If you don't feed it information, it's

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going to pull it from whatever and

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whatever it thinks or whatever it thinks.

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You say that on every podcast, Luke.

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Yeah.

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So let's dive one step deeper here.

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So it may not ever replace the actual

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human salesperson, but both of you

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reference there are things sales-related

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that it can and should do.

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Let's get specific with our small

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business owners here.

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What part of--for instance,

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can it design a sales process?

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Can it evaluate your sales process?

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Can it evaluate your KPIs?

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What should we be asking AI to do for us?

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Well, that's a whole other question.

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Yeah, that's a whole other question.

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But you're assuming, though,

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that the calls are recorded.

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You know, Paul and I know for sure that

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if you record actual sales conversations,

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Paul Boomer has actually designed a

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prompts that can dissect that

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conversation by any manner you like.

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Paul, be more specific.

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I'm just giving a--you

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know what I'm talking about.

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Well, Dennis, I'm trying to think of what

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angle to come at this from, because there

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are so many--and that's

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the challenge.

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So, yes, you can use AI to analyze any

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phone conversation, any

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recorded conversation.

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And there are different levels of

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recording--or not

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recording, but of analyzation.

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And so many companies right now--and this

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is a trap for

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small--for any size business.

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There are many companies out there who

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are claiming, "Hey, we use AI

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to analyze our sales process."

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I'm sorry, but anybody who has been using

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AI for six months can

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probably design that.

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And it's very easy to market that.

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And people who don't understand

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what's behind the curtains can get sucked

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into something that really just sucks.

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It looks like it's great and such.

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It looks like it operates.

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It looks like it gives you the

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information that you want.

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But it's actually analyzing it, thinking

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about it, looking at the whole picture as

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you see it as a human.

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You have a sales process.

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Does this analyzation AI bot, whatever,

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actually understand how you sell?

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Why you sell?

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So, just as a fair warning, be careful

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who you get in bed with when it comes to

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AI, especially sales analyzation.

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Fair warning.

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Question.

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Tell our small business owners here, what

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should they be

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looking for in that regard?

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How do they determine, you

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know, they're all out there.

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Who should we be partnering with?

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How do we know?

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Ask the primary question, "How much

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customization do I

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have as a business owner?"

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That is the number one thing.

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If you only have one or two

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things that you can customize,

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or if you're limited to a certain amount

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of characters about us or

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about this company field,

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run.

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Run for the hills.

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Because what that AI is going to do, it's

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going to assume so many things that

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you're going to get false positives or

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false negatives or

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negatives, false or whatever.

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You're going to get a lot of crap.

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You're just going to get falsehoods.

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Yes.

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Yes.

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Yes.

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Well,

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and I notice a lot of people

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doing it for defensive purposes.

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I'm going to make a--I'm going to

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purchase an AI system for defensive

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purposes just to say I did it.

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And they have no idea what to do with it.

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So,

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again, words of wisdom

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that we must be aware of.

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Paul Boomer, how--when I start

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talking about AI and sales, most of my

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salespeople get very nervous.

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What should I tell them--what should I

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tell them would be the benefit to them?

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What's in it for them for me to adopt AI

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in certain areas of the sales process?

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Time?

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Money.

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What can you give to

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AI that's repeatable,

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that will save you time before you go out

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and touch somebody in a phone

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conversation or one-on-one?

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That didn't sound right.

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Touch somebody--no, that

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didn't sound right at all.

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Whoa.

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Wow.

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That may be illegal.

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Oh, yeah.

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Well, not--you can't say that anymore.

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That's illegal.

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No, you can't.

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So, yeah.

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We're trying to--so-- We

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know what you mean, Paul.

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I know.

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I'm thinking in my head, you

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know, going a few steps ahead.

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What was the question again?

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The

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question was, how do we properly and

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effectively clue our sales team into the

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fact that we are looking for AI

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assistance in the sales process without

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having them--their

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heads explode, you know?

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Right.

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Well, first, you have--you as an owner

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have to get comfortable with

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why are you wanting to do it?

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I mean, that's the first thing.

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Yeah.

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Well, time and money,

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I think, as you said.

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Okay.

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I believe it can save me

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time and save me money.

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And then have the conversation--have an

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honest conversation, folks, with people.

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And ask them, "Hey, I think we need--I

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know we need to start using AI to help

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save us time and money."

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How do you, as sales

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coach, as sales trainer, as

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sales manager, as--all those titles, how

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do you see AI working for you?

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There's a good--I like that question.

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Put on them.

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Of course, a lot of people--again, it's

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still very new to a lot of people.

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They may not have an answer to that.

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But the fact that you asked the question

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is really where the payoff is.

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You cared--yeah.

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There.

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Yeah.

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Okay,

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that's a great summary, Leah.

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Paul, your summary of today's episode.

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You know, I had one

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earlier and I forgot it.

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It'll come to you.

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I'll give you mine.

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As a guy who has been in the sales

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picture for decades,

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I, of all people, would be one you might

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suspect would push against AI.

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But I have learned to

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make friends with AI. I

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have seen how it can

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work in sales applications.

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I have used it almost every day to solve

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some type of a sales issue that either I

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was having or a client was

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having and I like what I see.

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And the more I learn about AI, the more I

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trust it and the more I know how to use

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it to solve some very tough sales

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problems, but also to automatize, as Leah

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said, those things none of us like to do.

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And we got a long list of those.

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So maybe we start as a business owner,

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start with those things that nobody wants

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to do that are repetitive and figure out

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how AI can help you with that.

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And now, Paul Boomer.

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I just want to try and

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say this word, automatize.

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Hey, I can say it.

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Automatize.

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Automatize, I didn't

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think I could say it.

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Hey, we can automatize.

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Let's make a song about automatize.

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Oh, there you go.

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Hey, why don't you use

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AI to create that song?

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There you go, another use of AI.

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There you go, perfect.

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By the way, it writes

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some pretty damn good lyrics.

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It can, it can.

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For any business who

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wants to jump in with AI, which I think

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should be everybody,

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if you have any doubts or

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any concerns or any questions

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and you don't have time,

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either A, hand that project, ongoing

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project off to an employee who wants to

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learn and wants to use AI,

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treat them as your

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business intelligence employee.

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You need somebody internally to be that

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person who's going to be thinking about

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AI and how to use it

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or how not to use it.

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Or hire somebody and a

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consultant who can do the same thing.

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You need to have somebody on your team in

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whatever capacity who has your best

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interest in mind and understands how AI

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can and cannot work.

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Great advice.

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There's the one tidbit that everybody

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ought to listen to,

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what Boomer just said.

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That is stupendous advice.

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So, hey, that's gonna wrap for this

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episode of Connect and Convert.

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Yes, it's been all about AI and how sales

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will be impacted, is

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being impacted by AI.

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Please listen to other

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episodes that we've had about AI.

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We have a whole category of stuff on AI.

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So you'll be interested in hearing some

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of our other episodes

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of Connect and Convert.

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We'll see you next time

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for Paul, Leah and Dennis.

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See you next time.

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Bye bye.

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