Create the Owner Report

[00:00:00] If you're watching these videos back to back,
[00:00:03] quick recap, last video we built the business brain,
[00:00:06] your company on paper and our first client,
[00:00:09] Citrine Val profiled inside of it,
[00:00:11] files that know things, the entire business in and out.
[00:00:15] Today, with this lesson, those files are gonna make us money for the first
[00:00:19] time. We're building the one document a business owner is actually gonna be paying
[00:00:23] for. Month after month, and at the end of it,
[00:00:26] I'll show you 3 versions of the same document,
[00:00:29] side by side, the same numbers,
[00:00:32] and exactly why only one of those documents actually gets an invoice paid.
[00:00:36] So, quick disclaimer, this is not the installation
[00:00:47] lesson guys. Complete the download and the setup guide in the previous video first,
[00:00:51] and build the client profile in the previous lesson as this is an add-on
[00:00:55] to what we completed in the previous one.
[00:00:58] So, let's get started. Number 1. Why does an owner pay for this exact
[00:01:03] system? So, let's put ourselves in the seats of a CEO,
[00:01:07] of a business owner for a second.
[00:01:10] You run a med spa. It is Sunday night and you're trying to answer
[00:01:14] one question, what do I need to change to make my
[00:01:19] next month as a business owner, as my business,
[00:01:22] more money, more revenue? You have just spent $5000
[00:01:27] on ads, Meta says you got 154 leads,
[00:01:30] and Meta always says that. Your CRM shows some of them booked consultations,
[00:01:36] some of them showed up and some of them ghosted,
[00:01:38] your calendar looks full on paper, and your payment screen shows what actually hit
[00:01:42] the bank, 6000 less than the previous month,
[00:01:46] and that is really bad as a business, as a business owner,
[00:01:50] you always want to be going up, up and up,
[00:01:53] you don't want to have a down month, that is the worst thing to
[00:01:56] hear as a business owner. So now you have four different screens.
[00:02:00] Four different systems, and four versions of your own company,
[00:02:04] and you're sitting there asking the actual question,
[00:02:07] what do I change about my business,
[00:02:09] what is the one
[00:02:15] variable I can manipulate,
[00:02:18] I can tweak, that allows me to increase the top line of my company.
[00:02:23] So, you decide from memory. From vibes.
[00:02:26] Whichever number you saw last time,
[00:02:29] and every owner you will ever see.
[00:02:32] Cut that.
[00:03:36] know it internally, guys. Listen to ours.
[00:03:40] Everyone hands me a different tool.
[00:04:00] Cut
[00:04:07] that, I'm repeating it.
[00:04:11] And every single business owner you'll ever sell to lives exactly
[00:04:16] like this. And they know it themselves,
[00:04:18] guys. They know it deep within. Listen to our own client over here in
[00:04:22] the hypothetical sales call. Everybody hands me a different
[00:04:27] total estimate, their own words verbatim,
[00:04:30] and even though this is a sample call transcription,
[00:04:34] I can attest to the fact, this is exactly why I get paid the
[00:04:38] money that I do, for giving business owners this visibility into their business,
[00:04:43] making it predictable for them to scale their revenue,
[00:04:46] to scale their profit margins, Thank you.
[00:04:48] to scale their company, make them more valuable if they want to ever sell
[00:04:52] it, not make it remove the entire guesswork from the process.
[00:04:59] So that is exactly what we sell. Not AI,
[00:05:02] not automations, one page that says,
[00:05:05] here's what happened, here's why,
[00:05:08] here's where the money is sitting, and here's what only you can decide.
[00:05:12] The business owner, her in this case,
[00:05:15] reads it in 3 minutes, once a month,
[00:05:18] before you call with her. And the same page,
[00:05:20] screen-shared, is exactly how you win the next client on
[00:05:25] a discovery call. One document,
[00:05:27] two jobs. That is the beauty of what we do,
[00:05:29] guys. You create the system for one person,
[00:05:32] it could even just be a demo, and you start pre-selling it.
[00:05:36] That document. The document that I'm going to be showing you,
[00:05:38] that we present, and that is a deliverable for this specific system.
[00:05:42] We show that exact same document to other businesses on sales calls.
[00:05:46] Other scoping calls with business owners,
[00:05:49] or leads, and say, like, hey, take a look.
[00:05:52] This is what we did for this business, and these are the results we
[00:05:54] got them. And why would you think,
[00:05:57] another business owner, who suffers from the exact same pain you have?
[00:06:01] Where? They do not have visibility.
[00:06:04] They're asking, how can I grow my business?
[00:06:06] And they do not know. They're absolutely going to understand the
[00:06:11] value of the system. So let's get started.
[00:06:14] What do we want open over here? We need this page over here in
[00:06:17] the browser. Your cursor with the RelayBusinessBrain v1 opened.
[00:06:22] The same folder that we created in the previous system.
[00:06:25] This is an add-on and an extension to what we did last time,
[00:06:29] and Cloud Code in the terminal. The client is Citrine Valesthetics,
[00:06:33] the medspa from the last lesson, and this time,
[00:06:35] the agent. It reads the client's own matured files that we created,
[00:06:40] and the three exports in company1.medspa.data.
[00:06:49] Now,
[00:06:55] the one idea that this whole lesson turns upon is that one
[00:07:00] singular prompt over here that we're going to go over is about to make
[00:07:04] us two separate files, an owner's report and a report proof.
[00:07:09] The first one is a report, the client-facing report.
[00:07:13] . which is speaking to her business,
[00:07:15] her language, her specific month in the business,
[00:07:19] zero spreadsheet talk, no technical jargon,
[00:07:22] no specific AI language, LLMs,
[00:07:25] harness engineering, nothing technical,
[00:07:27] no row numbers, no timestamps, no jargon,
[00:07:31] nothing that creates more brain fog for them,
[00:07:33] complicates their decision making. It's an owner-facing report.
[00:07:37] I'm going to show you exactly what that looks like because it's very significant
[00:07:42] about how you communicate a value proposition as we went in the initial lessons
[00:07:46] to business owners. And finally,
[00:07:49] we create a report proof.md where every single figure
[00:07:54] that is tracked, and this is what we keep for ourselves,
[00:07:57] every number traced back to where it came from with the mad.
[00:08:00] The end. The business owner, she never sees this file.
[00:08:04] And picture this. Why do we,
[00:08:06] you may be asking, why over here do we have two different files?
[00:08:10] Because imagine it is 9pm and she texts
[00:08:15] you at 9pm saying,
[00:08:17] wait, is the follow up number that you generated in this report,
[00:08:21] is it correct? Is that right? And with the power proof file over
[00:08:26] here, the report proof.md, we can answer that question in exactly 10 seconds.
[00:08:28] And
[00:08:35] because without it, we're going to go and redo the entire analysis at 9pm,
[00:08:37] sweating a little bit,
[00:08:40] stressed because we have to get back to them quickly. And that is the
[00:08:42] difference between looking like a system and looking like a person with just a
[00:08:45] spreadsheet. because if we mix
[00:08:50] them, we lose, we lose both ways. The spreadsheet references on the client page
[00:08:55] reads like a data dump. It turns the exact report we were creating for
[00:08:56] them like a lab report.
[00:09:13] If anything, now you're giving the business owner more work because always keep this
[00:09:18] in mind. A business owner, a CEO of a company is already incredibly busy.
[00:09:23] They have a hundred things on their plate. Employees they have to get back
[00:09:26] to, clients they have to get back to,
[00:09:28] the product, the design team,
[00:09:31] they have a hundred things on their plate and we do not want to
[00:09:34] add more. We do not want to give them homework. We want to give
[00:09:36] them clarity.
[00:09:47] So, over here we have a prompt and I'm going to quickly scroll over
[00:09:51] this but this is the same discipline as last lesson.
[00:09:54] What it can read, what it has to make,
[00:09:56] and what it can never do. A specific line that I want to really
[00:10:00] emphasize upon. Take a look over here,
[00:10:04] where it is, money on the table.
[00:10:07] Where we explicitly tell
[00:10:12] the AI about how do you understand what is money on the table.
[00:10:17] Where a person with a completed consult and a quoted amount who went silent.
[00:10:21] Because that is essentially a lead who is hypothetically on paper money.
[00:10:25] Most would consider a dead lead, but the way I like to think about
[00:10:28] that is that that is literally money on the table.
[00:10:32] Cause, clearly, this specific person over here showed interest to turn up to a
[00:10:36] sales call, number 1,
[00:10:38] fill themselves whether that was a website sign in form,
[00:10:41] whether that was an advert they took a look at,
[00:10:43] and book a call, turn up, spend 15,
[00:10:46] 20, 30 minutes, possibly even an hour.
[00:10:49] Thank you Thank for having for the entire consultation, and went dead.
[00:10:52] That's common guys, because people, the prospects,
[00:10:55] the leads we're talking to, we're humans at the end of the day.
[00:10:59] We do get busy, and it's very natural for us to have interest in
[00:11:02] something at a specific moment in time,
[00:11:05] and things come up in life,
[00:11:07] maybe a family member, some issues come over there,
[00:11:10] and you simply forget or you just do not have time,
[00:11:13] the bandwidth. To pay into it, but as a business owner,
[00:11:16] we want to be reaching out to them, we want to be following up
[00:11:19] with them. So what we do over here is we give the AI an
[00:11:22] exact rule to count someone in the follow-up money only if
[00:11:27] the record shows that we reached out to them and we got silence.
[00:11:31] One sentence, and take a look once we enter this prompt about what it
[00:11:35] does downstream. So let me copy this over here and let's go back into
[00:11:40] Claude and let's simply paste it.
[00:11:44] So I'm going to cut ahead to the video because it's probably going to
[00:11:47] take a couple of minutes to generate this report.
[00:11:50] At the same time, I would highly recommend you to read the report,
[00:11:53] understand how we communicate with AI.
[00:11:56] What we're really doing over here, guys, and what I'm trying to do over
[00:11:58] here is build pattern recognition. This only comes with.
[00:12:01] Building reps and talking and communicating,
[00:12:04] interacting with the AI. There's no other way to do it.
[00:12:07] You do not do build this by reading books,
[00:12:10] prompt templates, watching videos about AI demonstrations.
[00:12:13] You learn and get good at AI by simply using it.
[00:12:16] That is the only and the one trick and the only way to actually
[00:12:21] get proficient using So
[00:12:25] now. Now that we have the report open, let's give it a look.
[00:12:28] So what I do is I hover over this.
[00:12:31] If you're on a Mac, you can just command click it to find the
[00:12:33] file instantly. And what I do is in my case,
[00:12:36] I want to open it on Google Chrome. So I click on reveal and
[00:12:40] finder and And I simply double click on this.
[00:12:43] There we go.
[00:13:38] So, let's carefully go over this document together.
[00:13:42] So, top of the page, we can clearly see the month in one sentence.
[00:13:47] Revenue came down from $49,000 to $43,900.
[00:13:54] And the reason, a drop of 11.5%,
[00:13:56] that is the familiar Arizona summer dip.
[00:13:59] And it lands almost exactly where last July did.
[00:14:02] So, now we're doing a year-over-year performance.
[00:14:05] Plus, the decline was not one big thing going wrong.
[00:14:08] It was the whole month running a little quieter.
[00:14:26] And
[00:14:34] it gives us exactly the reason, as a CEO.
[00:14:37] Boom! Instant clarity. Returning visitors fell from 223 in
[00:14:41] May to 190 in June. So,
[00:14:47] we understand that, okay, we just had a few- Fewer new patients walk
[00:14:52] in, and the marketing, if we scroll below,
[00:14:54] we can see that the marketing actually did not get worse.
[00:14:58] If anything, it seems like the cost per lead actually improved.
[00:15:03] Because advertising kept producing at the same pace for slightly less money,
[00:15:07] which is the cost per lead. And that reason is the whole product.
[00:15:12] A dashboard or a report that shows you the numbers,
[00:15:15] explains your month, and the explanation over here,
[00:15:18] the dissection, like a doctor once again,
[00:15:20] we're consulting and we're finding the diagnostic,
[00:15:23] is what gets us the renewal, a month over month retainer.
[00:15:27] And nobody renews just for the numbers. It is a strategic insight with,
[00:15:32] coupled with our business brain and the intelligence of LLMs,
[00:15:36] is easy work for us.
[00:15:53] The system even tells us exactly how it was checked, new patients, the ad
[00:15:54] spend, the cost per lead, active memberships,
[00:15:56] consult show rates, what drove it exactly,
[00:16:00] and finally, the money on the table.
[00:16:02] This is the section that she is going to read twice,
[00:16:05] $6,830,
[00:16:09] sitting in 4 quotes that went completely quiet,
[00:16:13] Don, Omar, Melissa,
[00:16:16] and Esme. Each one,
[00:16:19] what was quoted, what happened, and why they are on the list,
[00:16:22] how the list was built. And look what it doesn't say.
[00:16:26] It never said is, go text them. This is a review list.
[00:16:30] The CEO, in this case, decides who gets reached and how.
[00:16:34] And that restraint right there is why an owner will let your system anywhere
[00:16:38] near their customers. And if anything guys,
[00:16:41] what I see when I take a look at this, is a simple and
[00:16:45] clean upsell opportunity. Because very likely,
[00:16:49] when you are working with these companies. It's very,
[00:16:51] it's clearly evident that they either do not have the systems,
[00:16:54] the talent, or the bandwidth to actually then reach out and
[00:16:59] have someone who follows up with these leads. Because this is just a hypothetical
[00:17:03] scenario. But as you work with bigger companies,
[00:17:06] even with companies making a million a year,
[00:17:10] two million a year, 500k a year as well.
[00:17:13] They will have a lot more flexibility. A lot money on the table.
[00:17:16] A lot more pool of leads.
[00:17:19] Typically it could go from 10 leads a month all the way to hundreds.
[00:17:22] And that is exactly when, once again,
[00:17:25] we build another system on top of that.
[00:17:27] A clean up cell. Where we created,
[00:17:29] we presented the problem that this is what you have.
[00:17:32] And they can obviously choose to solve this internally,
[00:17:35] where she can have her SDA, her, uhm,
[00:17:38] business development, etc. team, her sales team reach out to these leads.
[00:17:40] Or, we could couple this with AI intelligence on top of it.
[00:17:44] Where the AI has access to all of the call transcripts and to revive
[00:17:48] all of these leads. Instead of just creating a simple system that is like,
[00:17:52] hey Dawn, I remember we had a call on the 16th of June.
[00:17:56] Would you like to reconsider this consultation?
[00:18:00] I would love to have you. Cool.
[00:18:02] That's it. That might work. And there's definitely money to be made over there
[00:18:06] where you are going to increase the top line. But,
[00:18:08] what if you had an AI system that is trained on this exact company's
[00:18:13] brand guidelines and the template. And what it does is,
[00:18:17] based on the call transcript, it makes a personal consultation PDF document to
[00:18:21] each one of these leads completely autonomously.
[00:18:24] That is beautiful. We could use, Potentially,
[00:18:28] Claude designed for it, which we will go over later in the courses,
[00:18:32] a really beautiful templated PDF document
[00:18:37] that is even visually representing exactly what we would do for them and just
[00:18:41] presents so much perceived value and such an aesthetic look to the company where,
[00:18:47] simply put, the lead in this case is going to be very impressed.
[00:18:51] And much more likely to actually reciprocate after the
[00:18:55] initial follow-up that we're doing in attempting to revive
[00:19:00] this lead. And let's take a look at this.
[00:19:04] What the system then finally does is that it hands back to Melissa
[00:19:09] three specific things. Retake that.
[00:19:14] Cut that. Because I said Melissa. And finally,
[00:19:18] what the system hands back to her is three things it refuses to guess
[00:19:22] and hands to her instead. Two customer records that might be the same woman,
[00:19:27] held out of every total until she confirms that.
[00:19:31] Get that wrong and the system texts a stranger about someone's medical treatment,
[00:19:35] but if it holds it, that is something that means it is safe.
[00:19:39] Then, Google numbers that stopped updating
[00:19:43] all the way in May, so it stays stale and it doesn't dress up
[00:19:48] an old number as a June insight.
[00:19:51] Again, you're finding leaks in the business,
[00:19:54] inefficiencies, all implementing AI.
[00:19:59] And finally, the Botox report over here.
[00:20:01] Thank you. This, This, This is the 16th prize thing from the last lesson.
[00:20:04] It's still open. Still hers. One line and we're done with it.
[00:20:08] In real life. That's the one text to send to her and it's solved.
[00:20:12] The point was never the price guys. It was never really is it $12
[00:20:15] or $13. The point is that the system never guesses.
[00:20:19] And this is what allows us to build trust and really incorporate ourselves as
[00:20:23] a growth, as an operator, running and scaling.
[00:20:27] These companies. Next, what I want to go over is one
[00:20:37] of the most. Cut that out.
[00:20:51] Next, what I've gone ahead and done is I have generated
[00:20:56] three different examples of this exact report,
[00:20:59] but presented differently. And what we're going to go over is open each one
[00:21:03] of these reports over here that we have side-by-side in the browser,
[00:21:07] which is the same company, the same month,
[00:21:10] yet there's only one of these reports out of these.
[00:21:13] This one is option one, option two. Option two and option three that actually
[00:21:18] does get us paid and you can guess which one it is,
[00:21:22] but this is a fundamental and core philosophy that
[00:21:27] is instrumental in us scaling our systems,
[00:21:31] our business, and getting paid with clients.
[00:21:35] I'm sure you guys have often heard the word called AI slop.
[00:21:38] It has been. Rotating around the industry for years now,
[00:21:42] ever since Chad GPT got access to making
[00:21:47] images, designs, and even copy.
[00:21:51] And let's take a look at this. So what we have over here is
[00:21:54] the same system, the same numbers, the revenue,
[00:21:58] active numbers, the ad spend the same information presented.
[00:22:03] This one, it may look professional to some of you,
[00:22:06] but take a look at this. Number one,
[00:22:08] not a single one of these numbers actually gives the diagnosis.
[00:22:13] It doesn't tell us where did it come from?
[00:22:16] The total is also wrong. It quietly rounded the customer that we held out
[00:22:20] and it invented.
[00:23:15] Pay attention over here. The system over here,
[00:23:17] it quietly counts Ingrid as a potential
[00:23:23] lead who is money on the table,
[00:23:25] taking the total of $2,250 and adding it to
[00:23:31] make a follow-up total of $9,080 instead of the initial $6,830
[00:23:37] and marks her as well, ready to contribute And finally,
[00:23:41] if we scroll down, another thing it recommends doing is merging her records
[00:23:46] over here.
[00:23:55] It standardizes the price to $13 on its own authority and it presents
[00:24:01] the Google stale data as a possible lead.
[00:24:03] And this is a prime example of where
[00:24:08] AI can take over and generate pure slop.
[00:24:11] And more importantly, a breakage of trust.
[00:24:14] Because AI, once again,
[00:24:16] if we do not architect and Guys,
[00:24:20] we want to think of these AI systems, these agents,
[00:24:22] and the way we're orchestrating these systems as our employees.
[00:24:26] It's a hyper-intelligent group of five-year-old child,
[00:24:29] but you need to keep them under control and monitor them.
[00:24:32] Because this is a pure example of when the AI
[00:24:37] can come up with a confident, clean, unsourced,
[00:24:40] wrong piece of information. And this can be incredibly detrimental to
[00:24:45] a client and your relationship with the business.
[00:24:47] If you present this to them, and they do get to the bottom of
[00:24:51] it. Our one. Of the employees is going to the report.
[00:24:53] Imagine this CEO of this company hands it over to her CTO,
[00:24:57] her CMO, or maybe a couple of her team members.
[00:25:00] And they dig deep into this report and come back with the information that
[00:25:03] this piece of information over here is wrong.
[00:25:06] Ingrid is supposed to be two different people.
[00:25:08] We are standardizing the price of the Botox.
[00:25:11] When in their head, or their understanding was,
[00:25:13] it was $12. Because we still haven't clarified that.
[00:25:16] This could, very honestly,
[00:25:20] make us churn the client. This is,
[00:25:23] honestly, a raw example of how you could end up churning the client.
[00:25:27] Plus, the UI is something I really want to go over.
[00:25:31] So, I know in middle school,
[00:25:35] high school, college, we often think that the more colorful things are,
[00:25:40] the better it looks. Correct?
[00:25:43] Where you have, as we can see, it's popping out,
[00:25:45] there are purple colors, there's yellow, there's green,
[00:25:48] there's red, and it's all over the place.
[00:25:51] But the way I look at this, guys, it's noise.
[00:25:54] I would really like you guys to go and study OpenAI and Anthropic.
[00:25:59] Here, I was reading this article myself. I was reading about harness engineering because
[00:26:03] I was interested. This is written by OpenAI,
[00:26:06] a company that not only is one of the biggest companies in the world,
[00:26:11] but they sell to other big companies,
[00:26:14] governments, billion-dollar companies, their clients.
[00:26:17] And take a look at how they present their information,
[00:26:19] guys. It is very clean, legible,
[00:26:22] it removes the entire friction of you having to pay attention to a hundred
[00:26:26] colors. Look at these gradients, these diagrams they've made.
[00:26:28] A lot of my deliverables,
[00:26:31] if you take a look at what I do on social media,
[00:26:34] on LinkedIn, on Twitter, look at this,
[00:26:38] how clean and simple everything is. They have not mixed over here,
[00:26:41] OpenAI could have mixed five different high contrasting colors,
[00:26:46] which does look cool, but looks cool to the person who doesn't have experience.
[00:26:50] Take a look at the document. All the all the proposals that McKinsey,
[00:26:55] Deloitte, Boston Consulting Group are sending to billion-dollar companies as well.
[00:27:00] I can assure you that they look like operator-based reports,
[00:27:03] such as this over here, Clarity.
[00:27:06] So more often than not, guys, when you're making your front-end designs,
[00:27:09] we will be providing some really good and relevant skills,
[00:27:13] but there will be moments when you have to improvise and think about for
[00:27:16] yourself. Often
[00:27:21] operate with a simple mental heuristic or framework that more often than not,
[00:27:26] less is more. Less is always more.
[00:27:29] So we do not need to have a hundred colors like these.
[00:27:32] What we need to provide is pure clarity to the business owner.
[00:27:37] Then let's Let's go over another draft that I've created over here.
[00:27:40] Which is what I like to call the engineering draft.
[00:27:44] This is the one that if you're an engineer watching this video,
[00:27:47] what you will naturally produce. And this is the harder lesson if anything.
[00:27:51] Every number is right over here. Every source is right.
[00:27:54] Let me scroll over it. The
[00:28:00] The use of colors is also fantastic.
[00:28:03] It is clean. It's legible. It's simple to read.
[00:28:06] But, there's a really, really big issue over here.
[00:28:17] I'm gonna give you guys five seconds to go yourself,
[00:28:20] open this document from the Business Brain folder,
[00:28:23] and take a look and try to generally guess for yourself what is the
[00:28:26] issue in this document.
[00:28:28] The issue is that the owner over here,
[00:28:32] the CEO of a company, they cannot read this file.
[00:28:35] Take a look at this. Metrics.csv.
[00:28:38] Metrics.csv. All of this information overload over here.
[00:28:43] As we scroll down, .csv files.
[00:28:46] These colors. You're giving them the source columns.
[00:28:50] lead underscore Google lead Google underscore reviews underscore count.
[00:28:54] These are API columns and field names.
[00:28:58] That is supposed to be the technical information for us.
[00:29:01] Information for the AI. Take a look at this timestamp.
[00:29:04] This is not something, guys, we provide to CEOs or any type of a
[00:29:07] client. Unless you're talking to the IT department team,
[00:29:10] for instance. On an onboarding call,
[00:29:12] or you're having a where you're essentially exchanging information.
[00:29:20] And getting, uhm, their tech stack, their APIs, and access to that type of
[00:29:21] stuff. Owners do not read CSVs.
[00:29:26] They do not understand this, and they do not want to see this information.
[00:29:29] I, myself, am running a couple of companies,
[00:29:31] and I can tell you openly, if one of my employees comes and gives
[00:29:35] me a report like this, when I clearly ask them for something very specific,
[00:29:38] I'm gonna tell him. This is useless.
[00:29:40] They do not know what brain slash offer dot md is.
[00:29:43] This is our information. This is our world,
[00:29:46] and it's really, really important that we understand the separation and the clear
[00:29:50] boundary between the two of them. This is perfectly fine for us guys,
[00:29:55] but when we are presenting to the clients, we need to understand exactly how
[00:30:00] to give them information, because this is all correct information.
[00:30:03] Nothing here is inaccurate. But it is unreadable for a company CEO,
[00:30:08] and this is exactly what loses them in the room where confident and wrong
[00:30:12] wins.
[00:30:28] And
[00:30:33] finally, we arrive at our own report,
[00:30:36] which is correct and own-agreed. The story,
[00:30:38] the review list, the decisions,
[00:30:41] with the proof one tap deep.
[00:30:43] In plain English words, simple words guys.
[00:30:47] We do not need to use fancy words to prove that we're more intelligent,
[00:30:50] we articulate. We need to be simple.
[00:30:54] And that is the standard and the design rules that fit in one paragraph.
[00:30:58] Another thing that I have over here is, if we come,
[00:31:01] there's a simple prompt that I've created where it's a simple presentation rule,
[00:31:06] where one accent color on a calm background,
[00:31:08] generous white space, numbers in a line columns,
[00:31:12] every figure with its visible source,
[00:31:14] no emojis, no gradients, no icon colors.
[00:31:17] No clutter. And it should feel like a private bank statement,
[00:31:20] not a SaaS dashboard. Plain,
[00:31:22] calm, and expensive. Cool.
[00:31:25] So now let's move on to the next section, which is checking a single
[00:31:29] number without opening a spreadsheet. So,
[00:31:32] I'm, cut that out,
[00:31:35] the so.
[00:31:41] Any time you're presenting
[00:31:45] something to a client, anything that is a client-facing touchpoint,
[00:31:49] a deliverable, especially after you have signed a contract,
[00:31:53] you've invoiced them, and now you guys are officially doing business,
[00:31:55] you're working together, never present to them any piece of information that
[00:32:00] you have not spot-checked yourself. It might sound exhausting.
[00:32:05] But that was the old way of working,
[00:32:07] where you would have to spot-check, open an Excel sheet,
[00:32:09] run a couple of fancy formulas.
[00:32:12] Now, the check simply just means,
[00:32:15] asking the AI, which in this case,
[00:32:17] let's do it together, show me the proof for the membership movement number,
[00:32:21] where, let's open Cursor, and I'll simply paste this over here.
[00:32:26] Let's give this a second while it is running. It might take 30 seconds.
[00:32:29] And, as we can see, the agent will begin walking through.
[00:32:33] Cut that
[00:32:41] out, that line. Cut that entire section out where I'm saying, uhm,
[00:32:46] while the agent is working, or, let's go back.
[00:32:53] Here we see, the AI gives us exactly the rows,
[00:32:56] the math, the 10 seconds. Cut that out as well.
[00:33:17] And the net arithmetic,
[00:33:20] which allows us to move with confidence and tell her,
[00:33:23] I checked it myself. And that exact sentence is what closes the deal.
[00:33:27] So this is always a really simple habit I have before anything goes to
[00:33:31] a client, guys. is especially when it comes to scoping,
[00:33:35] proposals, reports.
[00:33:41] System breaks, which do happen.
[00:33:43] At the end of the day, we're creating software for clients and systems do
[00:33:47] break. APIs time out, things go wrong,
[00:33:50] and clients will reach out to you. Whether you're communicating and you're speaking to
[00:33:53] the entire company's department on a Slack channel,
[00:33:57] over email, on WhatsApp, on iMessage.
[00:33:59] They will have the team members who reach out to you and flag it
[00:34:03] that, oh, something broke like this. So every time Every single time you do
[00:34:06] use the AI or your team members to go and fix the system,
[00:34:09] before you finally reply to the client, you just want to verify one more
[00:34:13] time. Because this exact communication is what builds
[00:34:18] the proof or can easily break the trust,
[00:34:20] sorry not the proof, the trust that you have. So it's really important guys,
[00:34:23] always keep your standards really high. I can promise you,
[00:34:26] this is more of a business advice, life tip.
[00:34:29] But, hold yourself to incredibly high standards,
[00:34:32] in anything you do. I do not know,
[00:34:34] of course, you know, we all are different types of people,
[00:34:37] for me, one of my biggest hobbies or the thing that really I do
[00:34:41] besides working on business is the gym.
[00:34:45] And I always make sure that I push myself to the highest of standards
[00:34:49] in the gym. I track my weights, my lifts every single day,
[00:34:52] and the same goes for my diet. And I have often seen that it
[00:34:56] is that exact mentality that transcribes to the quality of work that I
[00:35:01] do in business, clients, my marketing,
[00:35:04] the same thing over here that I'm communicating for this material over here.
[00:35:07] I really hope that it's really valuable and we all are learning something really
[00:35:12] interesting. I'm really excited to see how we do over here,
[00:35:14] honestly. So always hold yourself to the highest of standards.
[00:35:17] And watch how that magically just moves
[00:35:22] across every section and department of your life.
[00:35:26] So then, let's test the AI with one more question over here,
[00:35:29] which is in the hypothetical scenario where the
[00:35:34] owner asks for a follow-up. So what we do is we ask the AI
[00:35:38] live, because sometimes, a lot of times,
[00:35:40] the AI, or the clients, are going to ask you questions.
[00:35:44] And before we automate the process of client,
[00:35:46] uhm, responses and management, we need to ensure that our system is really created
[00:35:51] in such a manner that it can do it by itself. So I'm going
[00:35:53] to, once again, paste it, just for the proof and concept of us seeing
[00:35:58] how it works. where
[00:36:03] what we're really doing is the client may have asked us that,
[00:36:06] oh, Aryan, you know, uh, memberships actually went up by 4 in June.
[00:36:10] Was that real growth or was that just low cancellation?
[00:36:12] So they're looking for additional clarity. So instead of just always answering
[00:36:18] all these questions one by one, guys, a really good practice is we want
[00:36:22] to improve, like I said, our internal system.
[00:36:25] The more we improve our internal system, which I showed in the previous modules,
[00:36:28] my own business brain, that knowledge we want to do it over here as
[00:36:31] well. So now we know a repetitive question that the client is asking for
[00:36:35] additional level of detail that would have made their life better and built more
[00:36:39] trust and report. So instead of just giving a one-off answer,
[00:36:43] we want to obviously incorporate that straight into the owner's report and save
[00:36:49] that into the AI, into the,
[00:36:51] into a .md file, a process which the AI can always then
[00:36:56] go and run through by itself when it's repeating the same process for the
[00:37:01] next month. And let's take a look.
[00:37:04] It's still working. It's reading the file. And now we can see the crop
[00:37:08] landed. It is just cleaning up the UI where let's open the report and
[00:37:14] the AI has completed the work and it's answered the question as well And
[00:37:17] it is outted. It to the owner's report where if we come over here,
[00:37:20] we can see it has answered the question and this is a raw example
[00:37:24] of excellent client delivery and service which allows us to retain clients,
[00:37:29] get referrals from the very same client because they have an amazing experience working
[00:37:33] with us.
[00:38:06] reach the stage of the lesson where the business brain now earns its money.
[00:38:11] Cut that out, cut that out, I'm repeating it.
[00:38:17] Finally, we've reached the end of the lesson and the stage where the business
[00:38:21] brain now produces a product,
[00:38:24] a system, a report, a service that owners actually
[00:38:29] pay for, and that's the thing that keeps you honest in two separate
[00:38:33] files that we never mix guys. One is the client facing system report
[00:38:39] and one is for ourselves internally. What I've created is a 15
[00:38:43] minute task on your page where I want you guys to come and make
[00:38:48] the AI answer why did the revenue drop with the proof behind it,
[00:38:53] where in the next lesson, we'll listen. After you've completed this task over here,
[00:38:57] we're going to be going over a system which is a complete mess.
[00:39:03] It's very common. Okay,
[00:39:05] cut that out. The,
[00:39:08] what we'll do in the next video.
[00:39:28] And in the next video, what we're going to be going over is the
[00:39:31] complete mess that we have over here in the intake where we
[00:39:35] have four screenshots, a parking lot voice memo,
[00:39:40] and a customer who thinks that she got shot.