Experimenting with AI can help you find ways to make your business work better however, it's not without it's drawbacks. Knowing its limitations is essential, particularly if you’re asking it to do work you need to rely on.
Dave Pengelley, a technology adviser who spent a decade at Salesforce and now runs Valid Agenda, joins Charly to talk about what he's doing with AI and what he's learned along the way. There’s plenty of enthusiasm, some frustration and a shared interest in finding uses that deliver something worthwhile.
Their conversation raises some questions worth considering:
✅ Are you asking AI to interpret information or follow a process that needs the same result every time?
➡️ Is it helping you think through an idea, or just agreeing with whatever you say?
⚡ Have you saved yourself work, or created more things you need to check?
⭐ If you’ve saved time, could you finish earlier instead of taking on another task?
There are lessons for small business owners in being curious, testing ideas ...
Life is busy and there's just so many things to remember. What tools do you use to help you keep on top of ALL the things?
Cold contacting can bring new customers to your business, but how you approach someone can lose you the opportunity before they’ve even considered your service. Where does technology help, and how much of the conversation would you hand over to AI?
Charly has a few thoughts about cold contacting today:
✅ What the “LinkedIn Sales Pitch” actually does.
➡️ Why the relationship matters in selling.
⚡ How technology can aid the process as much as hinder it.
⭐ Why setting the objective for your first contact matters.
There are lessons here for business owners on both sides of a sales approach, along with ways to use technology to make cold contacting less stressful and, hopefully, more rewarding.
What do you or don't you like about a cold approach?
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Calendar phishing is a real thing. A meeting invite from someone you don't know inviting you to something you've never heard of, appears in your inbox.
It also appears in your calendar - but you might miss that at first.
Calendar phishing is another form of phishing and it's something Business Owners should be aware of.
Charly discusses the process today:
✅ How does it end up in your calendar automatically?
➡️ Why use a Calendar Invite?
⚡ Why deleting the email might not be enough?
Join Charly for Firewall Friday. Are unsolicited invitations turning up in your business calendar?
Book a Free 30 minute Breakthrough Session: https://askcharlyleetham.com/book-me
(1 per person only)
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Password managers are useful for sharing login details, although a temporary password for a new account might not need a permanent home in one.
Sometimes the information isn’t a password at all, or the passcard’s sharing period doesn’t give the recipient enough time.
Charly’s new One Time Secret tool (thanks to onetimesecret.com) provides another way to share those details. This Walkthrough Wednesday puts it to work, with a look at:
✅ Where one-time sharing fits alongside your password manager.
➡️ How to share sensitive information you don’t want saved in a passcard.
⚡ Why one-time sharing isn’t just for passwords.
⭐ How to use One Time Secret, from creating a secret to opening the shared link.
If you need to pass sensitive details to a client or colleague, this walkthrough will help you decide whether One Time Secret suits the job.
What information do you need to share once, without keeping it on file?
One Time Secret: https://onetimesecret.askcharlyleetham.com/
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