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How We Use AI to Make Our Business Better, Cheaper, Faster, and Less Risky

Transcribed Jul 14, 2026
Intermediate 8 min read For: Business owners and entrepreneurs looking to integrate AI into their operations without becoming a tech company.

AI Summary

The speaker, Alex, shares how his company used AI to improve efficiency, reduce costs, and lower risk, generating over $250,000 in revenue. He emphasizes that businesses don't need to become AI companies but should integrate AI as a tool, similar to the internet. He provides real examples across marketing, sales, and legal departments.

[00:00]
Revenue and Experience

Company did over $250,000 in aggregate revenue last year; speaker has been in business for over 15 years.

[00:30]
Misconception: Must Become AI Business

First mistake is thinking you must become an AI business; analogy: internet is a tool, not the business itself.

[01:30]
Second Mistake: Relying on Tech Nerds

Assuming tech experts will implement AI for you; they lack business context. Owner needs 'cloud to dirt' knowledge.

[03:00]
Practical Steps to Start

Find YouTube tutorials, take transcript, ask AI to help build it. When stuck, screenshot and ask AI for next steps.

[04:00]
AI SDR Matching Human Team

Marketing: AI sales development rep matches human team performance. Requires proper training and SOPs.

[05:00]
Apples-to-Apples Comparison

Don't compare half-built AI to optimized human processes. Apply same training effort to AI.

[06:30]
Sales AI Agencies Struggle

Sales AI agencies fail because they lack deep business knowledge; AI implementation is not drag-and-drop.

[08:00]
Human Psychology Unchanged

Persuasion rules remain; don't advertise AI use. Customers care about faster, cheaper, better, risk-free outcomes.

[09:00]
Risk Reduction Examples

PayPal reduced fraud losses by $700M/year; JP Morgan saved 350,000 lawyer hours; Clara replaced 700 agents saving $40M.

[10:30]
Small Business Example: Book Launch

Spun up 5 AI agents handling 120,000 support tickets, resolving 90% without human intervention.

[11:30]
Dedicate Time to Automate

Set aside dedicated time to automate one workflow from start to finish. Overcome fear of AI.

[12:30]
Pattern Recognition Over Magic

Replace 'gut feeling' with pattern recognition. Document behaviors to replicate with AI.

[14:00]
AI for Content Creation

AI can generate ideas, scripts, headlines, thumbnails. Use calendar and call transcripts to create stories.

[15:30]
Proof Matters in B2B

AI avatars lack proof; B2B requires real-world outcomes. Consumer side may accept AI beauty avatars.

[17:00]
AI as Internet Analogy

Don't advertise AI use; just use it. Focus on outcomes, not tools.

[18:00]
Marketing AI Examples

AI for trend research, thumbnail testing, ad creation. Automate content-to-ad pipeline.

[20:00]
Sales AI Examples

Enrich leads, personalized responses, automated DMs, dynamic scheduling for faster contact.

[21:00]
18-Month Opportunity Window

Wealth creation opportunity for those who act now. Use AI agents for autonomous tasks.

[22:00]
Legal Department AI

One general counsel with AI agents handles tasks that previously required 100 paralegals.

AI is a powerful tool that can transform business operations, but success requires business acumen combined with technical understanding. The key is to start small, automate one workflow, and focus on outcomes rather than technology.

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"Title promises AI use in business and delivers with concrete examples and actionable advice."

Mentioned in this Video

Study Flashcards (11)

What was the aggregate revenue of the speaker's company last year?

easy Click to reveal answer

Over $250,000.

What is the first misconception about implementing AI in business?

easy Click to reveal answer

That you must become an AI business.

00:30

What analogy does the speaker use for AI?

medium Click to reveal answer

The internet – a tool, not the business itself.

00:30

What is 'cloud to dirt' knowledge?

medium Click to reveal answer

Vertical integration of knowledge from high-level strategy to granular technical implementation.

01:30

How much did PayPal reduce fraud losses in a year using AI?

easy Click to reveal answer

$700 million.

09:00

How many lawyer hours did JP Morgan's Coin save?

easy Click to reveal answer

350,000 lawyer hours.

09:00

How many customer service agents did Clara replace with AI?

easy Click to reveal answer

700 agents.

09:00

What percentage of support tickets were resolved without human intervention during the book launch?

easy Click to reveal answer

90%.

10:30

What should replace 'gut feeling' according to the speaker?

medium Click to reveal answer

Pattern recognition.

12:30

Why does the speaker think B2B AI avatars won't work well?

medium Click to reveal answer

Because they lack proof of real-world outcomes.

15:30

What is the 18-month opportunity mentioned?

hard Click to reveal answer

A window for wealth creation by using AI agents for autonomous tasks.

21:00

πŸ’‘ Key Takeaways

πŸ’‘

AI as Internet Analogy

Clarifies that AI is a tool, not a business transformation.

00:30
βš–οΈ

Cloud to Dirt Knowledge

Emphasizes the need for business owners to understand both strategy and technical details.

01:30
πŸ“Š

Risk Reduction Examples

Concrete numbers show AI's impact on fraud and legal costs.

09:00
πŸ”§

Pattern Recognition Over Magic

Demystifies intuition, making it replicable by AI.

12:30
πŸ’‘

18-Month Opportunity Window

Urges immediate action to leverage AI for wealth creation.

21:00

βœ‚οΈ Creator Tools: Viral Hooks

AI-generated clip ideas for Shorts based on the transcript

No viral clips found for this video, or they are still being generated.

Last year my company's did over $250,000 in aggregate revenue. I've been in business for over a decade and a half. Uh in this video, I'll show you how we use AI to make our business better, cheaper, faster, and less risky for our customers. I'll also walk you through some real examples of every department. Number one, how do we actually make the business better? So, if we think about each of the functions of the business, you're going

to be turning raw attention into some sort of profit. Right? Like if we look at businesses that are to manufacturing about. And the first, I think, misconception that people have around implementing AI into their business is they think they must become an AI business, which is not true at all. And so, the easiest analogy I can give is the internet. Right? So, almost every business is on the internet. You don't have to be an internet business,

you just use the internet as one of the many tools that you use to deliver whatever it is that you sell. And so, I think the first mistake that I'm seeing businesses make is assuming that either they have to become tech companies. Now, there's a component of being tech forward, uh but like are you tech forward for having web page? Not anymore, but you used to be. And the people who got there first got disproportionate returns.

The second kind of big thing that is being a mistake is assuming that like one of the tech nerds is going to do it for you. Now, one of the the big advantages of the thing that I've had that's that's led to some disproportionate outcomes for me has been what I'll consider cloud to dirt knowledge. So, like vertical integration of knowledge. So, being able to do the high-level strategy, being able to handle the people stuff, communication,

marketing, all the way down to the granularity of like how do we connect this API to this other API. And the reason I think that cloud to dirt understanding of all systems within the business is valuable is because you're the only one who's going to understand what is possible. So, even if you have some tech nerd, right, who's next to you, you would then ask them, "Well, what is possible?" And they're going to answer within their

limited context of business. And so, if you know your business better than them, which you should if you're the owner, then you can see how different pieces, if applied together, would be really valuable. They won't see that inherent value, and so they're going to default to things that they've seen before um that people have done, which largely will be what I would consider commoditized automations, right? And so, where you get the true alpha or the true

kind of big improvements in the business are going to become come from your business acumen getting overlaid on top of technical acumen. Now, you probably don't consider yourself to be a tech person. I certainly don't. In fact, I would say that I I don't even like saying it, but I largely dislike technology. Um but I see it as a necessary evil, being, you know, emphasis on the necessary part, which is that you've got to get good

at this So, I'm going to give you a couple of things that you can do, and then I'll give you some examples of the stuff we've done. But, things that you can do today right now is there's a zillion videos on YouTube on how to automate a specific thing or task within a business. They exist, you can find them on your own time. What I would encourage you to do is take the link, take the transcript,

and then say, "Hey, I want help building this thing." And then plug that into whatever AI you want, and then follow the directions. And when you get stuck, take a screenshot of the page and say, "What do I do now?" and put it in the chat. And do that over and over and over again. So, from marketing perspective, um we have an AI SDR right now who's who's matching our our human team. Okay. Now, one of

the big mess-ups though is that people will install business owners will install a half-built function of AI into their business, compare it to something that's been optimized over the last 6 years or 10 years or 20 years, and say, "See, it doesn't work as well. John Henry wins again." Right? For those of you don't know that, well, you know, you were born probably after 2000. Anyways. So, so the the idea here is you have to do

an apples-to-apples comparison, which is how long did you work on training and putting all the SOPs together? Okay, great. Well, then you have to apply that same methodology to the AI. So, let me give you a different example of this. So, the reason that I think that like people who have like sales called sales AI agencies um will struggle is that you have to know more than just tech and just how to sell in order to

implement sales into different businesses. And as somebody who's been very good at acquiring customers via checkout page, via webinar, via in-person sales, via phone sales, most of the ways that you know how to acquire customers, we've gotten pretty good at over the years, and it's just probably been an obsession of mine. But, the thing is is that if I were to go into a company and they say, "Hey, Alex, can we use your AI setter to

apply to my whatever XYZ business?" I would say, "Well, it's going to it's not going to be like a simple drag and drop. It would be like saying, 'Hey, can I take one of your sales guys and put them in my business?'" The first shot, you think they're going to be good? Of course not. They're going to suck. They're going to be terrible, and you're going to be like, "How is How is that good?" Now, it's

even worse if you don't even have a very good sales process as is, and then saying, "Oh, well, now that I have an AI sales person or AI setter, I'm going to run an ad and then have the AI setter, you know, call every single person who opts in." Well, would you have a human call every single person that opts in? You can then make the argument, "Well, it'd be cheaper." It's like, "Yeah, but would it

be effective?" Most times there's a certain amount There's a sales motion. There's a sales process. Like AI will make the things that you're doing right now easier and faster. It doesn't mean that you still don't have to do them. Real quick, I'm going to show you the exact 10-stage roadmap from zero to 100 million plus that less than 1% of companies finish. I've now done multiple times, and so I can say with a lot of confidence

that these are the stages, as head count increases, that you need to get through. And I broke each of these down by eight different functions of the business, what the constraint feels like, like what are the symptoms of it when you're going through it, and then what steps we actually took to graduate. And we've done this across software, physical products, uh service businesses, brick and mortar, all of this, and it works. And it's my gift to

you. It's absolutely free. And so, the link's in the description, but you just go acquisition.com/roadmap, just enter your info, and it'll spit it right back to you, all free. So, humans aren't going to change. Our ability to be persuaded, the things that we find interesting and important, those aren't going to change. The psychology of humans is is largely going to remain unchanged. And so, whatever you do in order to persuade people will still have to happen.

It's not that all of a sudden all the rules of persuasion are broken. And to the same degree, if your business now starts using AI, I wouldn't advertise that you're using AI. No one cares. They just care that they get their stuff faster, that they get it cheaper, that they make it better, and that it's risk-free. And so, let's just hit those ones really quickly. So, from a risk-free perspective, how can AI reduce the risk in

a business? So, on a global level, right? Um I think PayPal reduced its fraud uh team by a gigantic amount, and more importantly, they've reduced their fraud losses by $700 million in a single year just by having AI start recognizing patterns uh uh faster. Now, to the same degree, on a human savings level, uh JP Morgan had Coin, which was their kind of like their AI engine for, I think, like credit agreements or something like that.

But, it basically saved like 350,000 lawyer hours, right, which they were able to just basically do 12,000 credit agreements in seconds rather than having these lawyers review them over and over again. That is another use case. Now, some of these seem like these big global companies, but you're like, "How the hell am I going to do this uh in my in my in my small business?" Well, Clara replaced 700 customer service agents with AI and saved

40 million bucks in a year. For us, when we did our book launch, this is before people were talking about agencies as much, we spun up five agents that handled I think it was like somewhere in the neighborhood of like 120,000 support tickets. And it was mostly just like, "Hey, can you tell me where I get the free stuff?" Right? But, we were able to resolve 90% of all tickets without any human intervention. You have to

find a time, and maybe that's weekends, maybe that's evenings, maybe that's early mornings, maybe that's middle of the day, whatever that thing is for you or that time period is for you, where you have to fully dedicate yourself and actually go soup to nuts, click to close, beginning to end, on just automating one portion of your day. That is my only ask. Now, people have an incredibly hard time um with this for two reasons. One, because

everyone's afraid of AI, which by the way, if you're watching this and you have workflows, who do you think would be best served to automate the workflow? Someone else or you? You should automate your workflow, because then that will give you time to figure out what else you can do that's more valuable. Now, every single time you think about your workflow, whenever you want to put what I'll just call magic or mysticism in in, it's where

you say, "Well, I just I just kind of know or I have a gut feeling or I have intuition or instinct" or whatever you want to call it, I just you to think pattern recognition. Because that takes all of this magic away from it. Because you are an organism that has been exposed to different stimuli, and then you had reinforcement cycles that occurred where you realized that this, like when we say, "Oh, I think that looks

cool," it's because we've seen things that look similar to that. We generalize this All right? That's how it works. And so, if you can just erase your romanticism around whatever niche specialized knowledge you believe to have, and believe me, I'm somebody who who who thinks for a living. I would be the most threatened by AI, right? You still have to approach it with an observable lens, which is what are the actual behaviors that I do in

order to get this outcome. And so, even something as simple as like, "Okay, I have to think of a cool idea for this YouTube video," right? We have different ways. I'm sure you have some ways where you're like, "Okay, well, I think about what I did that week." Okay. So, could a could a bot look at your calendar? Okay, step one. Step two, can you record all of the calls that you take and have those transcribed?

Okay, that's now more interesting, cuz now I have a bot that not only sees the calendar, it can also know what all the conversations were. Okay, can I then ask that bot to say, "Hey, any interesting situation or decision that came up over the last week, I want you to put the top five most interesting ones into a document for me." And then run it. And then great, now you've got the five most interesting moments. What

does it also create? True stories and narratives, which is do epic talk about the epic you did. Right? So, you don't have to make stuff up. The the big the big difficulty that people will have in the in the world of AI content creation is proof. That's the issue. That's the problem. And so, like there will be amount Now, on the on the on the consumer side, they won't be as sensitive. On the B2B side, abs-

it still matters. Like, imagine tomorrow there's a B2B AI avatar, right? For sure. Why do I think that that won't work that well? Because the same reason it doesn't work for other people who don't have any proof. The first thing that's Like, again, human psychology is not going to change. People are still going to wonder, "Why should I listen to you? Why should I listen to this AI bot?" Well, if that AI bot has no proof

about why it is good or what it's achieved or what or what what real-world outcome it's had, it's just it's just words. It's just GPT words, right? And so, what what then happens is like it has to be backed by somebody who has done some extraordinary thing. Maybe you sold an e-commerce store. Maybe you did uh maybe you're an amazing trader. Maybe you're really good at real estate investing. Maybe whatever your thing is, right? You have

to have the proof. And so, in a consumer world, it is easier because and this is I mean again, psychology doesn't change. If you have a beautiful AI avatar talking about skin care, people are going to see the beautiful AI avatar, and then the way the avatar looks gives proof to the thing. Now, we can be clear that obviously it's just purely pixels and generated, but I think that the the human psychology part, I don't think

that's going to matter. Right? But, on the on the B2B side, I still think it will. And so, I use all these examples to say and hopefully drive point a drive home a single point, which is that the internet is here. It's just you know, 25, 30 years later and it's AI. And your business doesn't have to become an AI business, but you do need to use AI in your business. You don't need to advertise that

you use AI, just like I don't advertise that I use the internet. Right? I just use it. Just like you do. And so, we use the tools to get the outcomes. We don't advertise the tools we use. I don't talk about my CRM. I don't talk about, you know, what call service we have or or you know, what specific training I'm doing for a specific rep. Probably not. I don't talk about that. Cuz no one cares.

They just care about the outcome. And whether I'm good at it is whether they buy again. And that will come down to your skill. And so, my big encouragement is is that you are not too busy to do this. You have other things that are less important, and you need to start prioritizing this. So, the AI equivalent of the webpage in the internet era is is is a different type of response because the internet was all

about connection. And so, the website became a calling card, right? It was a means for people to contact. So, it was really it was it was in some way single-faceted. From an AI perspective, anything a human touches an AI can can interact with at a basic level. And so, if we think about the departments, right? There's going to be AI that's going to be involved in marketing. But, let me give you some examples of many different

ones that small businesses use. You can have an AI that helps you create the ideas behind your marketing. You can have an AI that helps you script and package the ideas, meaning the headlines, the thumbnails, even the topics themselves, right? It's a little bit kind of like the ideas. Uh you can have AI run the tests for different thumbnails automatically that it generates, and then creates a skill based on what it sees over time of what's

winning. That's on the organic side. Now, again, you can also include trend research there. What are the trending formats? What are the trending hooks? What are the trending visual hooks, not just verbal hooks? And then take all of that information and then cross-reference it with past content or subject matter that you would show your AI that you associate with, which means AKA brand, right? And so, you say, "Okay, these are trending formats, hooks, intros, visuals, and

this is what I do. Come up with the Venn diagram, the cross-pollination of those things, and give me 10 of those." And of those 10, you'll pick the one you find interesting. You click that button, and now it starts generating the idea, the headline, the scripts, whatever. That is on the content side. On the ad side, this is where it gets very interesting, too, is that you can create self-looking ice cream cones. Um which means that

I can make content, and I can have the content immediately get overlaid with a CTA, which immediately gets put uh directly into an ad campaign that launches every single day with yesterday's content. You can create endless amount of statics, static images, off of different data sets. So, for example, if you run a community on school, you could have, "Hey, I have one tab where people list their wins." Great. Any new win that gets added to that

immediately gets transferred over. Um and then runs through six visual templates that we know are high converting. And then we will run those as ads towards Vantage, which is our million-dollar-plus community that we have there, right? All of that automated. Pretty slick, right? And so, all of these things like And that's again, all of those examples are just marketing, right? Sales, you can apply all the way across the bat, too, which is like, "How can I

enrich the leads? How can I respond to them quickly in terms of Can I send an automated voice note? Can I send um an image or text that's obviously personalized to their business, which we can dynamically pull?" Yes, of course you can. Can you do that via DM on Instagram? Yes, you can, right? All of That's That's just on the nurture side, right? On the scheduling, can we do more dynamic scheduling because we have one AI

who hands off to another AI? Yeah, is availability less of an issue? Sure. That means speed to contact goes through the roof. Yes. Now, the thing is is that we got 18 months. We have about 18 months where there's just a huge amount of wealth that can be created by people who have nothing. It's a very big opportunity. And so, no matter where you're at right now, if you had an army of these agents working on

autonomous tasks for you, you could get a lot more done than you currently are. And I think you should do that. >> [gasps] >> Um but I mean, it works across the board. My legal team, you know, like I can have one general counsel that instead of having 100 paralegals run all the different stuff that we have for deals and lawsuits and whatever else that we have going on, she can just run it all through different

agents that have different tasks, right? First response, second response, cease and desist, all that stuff that we have to do every day.

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