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The Fractional Operator – Episode #10

AI Tools Every Fractional Operator Should Know

Episode Overview

Christopher Crowd, Founder and CTO of Severus AI, joins Michael Nelson to explore AI tools that can help fractional operators automate lead generation, customer communication, scheduling, email, prospect research, CRM workflows, and more. Christopher demonstrates AI agents that can act as virtual receptionists, qualify leads, book appointments, interact with customers, manage email, and connect with business systems. 

Learn more about Christopher Crowd and Severus AI at severusai.com

Timestamps

0:00 Welcome to The Fractional Operator
2:18 Christopher Crowd and Severus AI
4:31 Building AI-powered micro applications
5:00 The AI-powered website receptionist
6:28 Turning websites into virtual salespeople
10:17 AI tools every fractional operator should consider
11:23 AI lead qualification and prospect journeys
14:30 Live AI receptionist and appointment-booking demo
16:25 Connecting AI agents to CRMs and business systems
17:16 AI-powered e-commerce and instant customer service
19:45 AI voice cloning and personalized business voices
20:10 Building an AI chief of staff with Cassy
23:22 Using AI to manage 100+ emails a day
25:06 Creating emails, blogs, and presentations with AI
27:11 Can AI actually take action for you?
32:30 AI-powered prospect discovery and outreach
35:24 CRM, pipeline and business-card automation
38:40 AI phone agents and the seven-day trial


Read the Full Transcript Here

00;00;02;16 – 00;00;28;22
Speaker 1
Welcome everyone to the fractional operator. Unlike Nelson from hourglass SaaS, hourglass SaaS is an operations platform built for fractional bi fractional. I think one of my favorite things, and some of the conversations I’m having with our new users and some of our potential new users is that right now they’ve got subscriptions to multiple pieces of software, and they can ditch all those different platforms and come into hourglass.

00;00;28;22 – 00;00;44;00
Speaker 1
So, I love it. They love it. We’re saving money and we’re getting more efficient using the platform. So, but enough hourglass. Let’s talk about our guests. Chris. Crowd from Severus I. Hello, sir.

00;00;44;03 – 00;00;45;13
Speaker 2
And, Michael, how are you today.

00;00;45;16 – 00;01;07;22
Speaker 1
Man? I’m, I’m a little mushy brained, Chris. I’ve been, you know, I’m living my whole life staring at screens and devices, and I feel like, you know, after you’ve been staring at a screen on multiple meetings for hours at a time, your brain gets mushy, you know, it gets a little dull. I’m not as sharp as I was when I first started this morning.

00;01;07;23 – 00;01;08;24
Speaker 1
How about you?

00;01;08;26 – 00;01;25;08
Speaker 2
Yeah, well, I agree with you. That’s why I try to work out before meetings. Yeah, well, that is the exercise. Yeah. They go for a walk on lunch. Target your brain break. Yeah. It was like 15 minutes.

00;01;25;10 – 00;01;37;27
Speaker 1
Yeah, yeah, I, I I’m with you. I do the same thing a couple times a day. I just get up and walk outside for really no reason other than to look at something other than, you know, these photons coming through my computer screen here.

00;01;37;29 – 00;01;42;25
Speaker 2
Yeah. It’s your turn now. We’re.

00;01;42;28 – 00;02;08;09
Speaker 1
Chris, I’m excited to have you on the show today. I know we’ve been talking about this episode for probably at least a month. Anyway. I know we’re going to you’re going to highlight some tools that, as a professional in the eye, realm will say that as we were discussing before we went live, is changing every other minute, but you’ve got some specific tools you think would be great for fractional.

00;02;08;11 – 00;02;18;08
Speaker 1
I can’t wait to hear about them and use cases and all that fun stuff. But before we do, tell our audience who you are, tell us about your business. Tell us about separates.

00;02;18;11 – 00;02;45;14
Speaker 2
Yeah, so was I is a bootstrap startup. But two years we bought our own platforms. We use term models, you know, for OpenAI. Gemini and rock results for, you use them for, you know, for our phone systems and our back end, you know, for our brain, our applications. We also build custom software on demand.

00;02;45;16 – 00;03;08;21
Speaker 2
Yeah. I would say it’s more micro applications. So, you know, generally we we stay away from full software suites, but, more micro related to what, the pain point is, we also do social media. That’s a very fluid right now, social media. So we do that, with super agents, we call them, and we also do a real time marketing.

00;03;08;23 – 00;03;40;19
Speaker 1
Okay. Now, when you say do social media and real estate marketing, you’re not doing at least I don’t think you are. But if you are, please correct. Correct me. But you’re not doing them from a traditional standpoint. You’re building a platform that does the social media creation, management, posting. You’re not a social media agency. You’re a company that’s built a tool for maybe even for social media agencies to be able to deliver social media content.

00;03;40;22 – 00;03;42;28
Speaker 2
Yes.

00;03;43;00 – 00;04;04;26
Speaker 2
Yeah, a whole tools. Yeah. I love building tools. And, you know, these tools are quite intelligent. I mean, it’s a little bit different than traditional because we do more study, you know, we or things based on facts and the history of the customer themselves. And in the market, you can bind us together, tick all the hooks, is going to find the niche.

00;04;04;28 – 00;04;29;25
Speaker 2
And then a customer does a custom solution on social media, using AI correctly. So it’s very important for their business and then it’s just delivered, you know, for our calls. So, you know, we’re not able to not in that, point of view. So it’s way less expensive. We do get you in call manager, but it’s not the same as a person doing a million things and experimenting with it with you.

00;04;29;25 – 00;04;31;25
Speaker 2
It’s all based on data.

00;04;31;28 – 00;04;59;23
Speaker 1
Yeah. And can we talk about your website? I thing that you sent me the demo for real quick. Just because I thought that was so cool, Chris, because I have I mean, everybody at this point has gone to a website that has integrated AI in some fashion, whether it’s through a chat bot or whatever it is. And I’m going to explain my view of what you sent me, and then I’ll let you actually correct me.

00;04;59;23 – 00;05;21;11
Speaker 1
But I thought it was amazing. Number one, as a web design company or as one of the things we’re doing, and we’re actually, actively talking about like, okay, how do we work with Chris and work with our clients to integrate this? Because it was really cool. So to explain to the audience, Chris sent me this, basically a AI demo version of a widget.

00;05;21;11 – 00;05;42;29
Speaker 1
We’ll, I’ll call it, right that we would put into our website so that when someone goes to our website, they can, instead of searching the website and clicking and looking for things and spending a ton of time, you could just interact right with this voice I thing, okay, because I’m not a technical guy. Chris. So it’s a thing.

00;05;43;01 – 00;05;59;02
Speaker 1
But like it was real. It worked really, really well. Like, not even kidding. I even tried to, like, throw it some soft software. I threw some softballs, but then I try and throw some some curveballs to see if it would be able to, adapt to them. And it did. I mean, it was like it was really good.

00;05;59;02 – 00;06;23;04
Speaker 1
Chris, I’m not just saying that, like, I was really impressed by that, and especially after having tried other tools that were just atrocious. So now that I’ve butchered it and then a poor job of explaining it, can you explain this tool to our audience? Because I think, you know, every fractional has a website, every fractional is looking for ways to be able to do more with less, so to speak.

00;06;23;04 – 00;06;28;19
Speaker 1
So, and I think this is one of those tools. So please, give us a quick rundown here.

00;06;28;22 – 00;07;00;26
Speaker 2
You have a rundown. Honestly, in in our point of view is the biggest pain point is getting the leads in bookings and losing customers and also poor barefoot navigation, you know, especially on big websites. So what this system does is it puts a receptionist, a virtual person on your website. It’s a person on a bot. It has a brain that you think, so if you if you go on website, it is talk to you and you can, you know, take it the payments, it can take you to the products.

00;07;00;26 – 00;07;29;12
Speaker 2
I can explain any product in your in your inventory. But you know, if you follow seasons, planning, location, anything you can imagine any business with. The cool part is that it actually behaves like a phone as well, because it’s the same brain as our phone services. So if you have that service, you also have on your phone. So if you call that same office, the same company, this is an invoice, the same brand as on the website.

00;07;29;14 – 00;07;51;22
Speaker 2
And what your demo, you know, basically it knew about your business because when we do is we script everything. So all the media posts, so much personality, the script, your website down to the HTML and JSON and JavaScript. So it knows, you know, your SEO condition. So basically talking to an expert in your business. Yeah. Not just like a bot because we don’t do bots.

00;07;51;22 – 00;08;09;28
Speaker 2
It’s, you know, this is an agent. It’s a gentleman. So being a tech, it’s like having a putting a person in a website or behind the phone. That’s what you saw. That’s a difference compared to the past where a chat bot compared to actual agent.

00;08;10;00 – 00;08;34;01
Speaker 2
So basically there’s no limitations. They can do anything you know for any business, you know, whether it’s guidance, whether it’s education, whether you want taking payments canceling things, saying I design that text to you as well. You know, you anything you can imagine you can do and it’s very inexpensive. So for a fractional, you know, know that your website is no longer brochure.

00;08;34;03 – 00;08;57;14
Speaker 2
It’s actually okay having a person sitting there waiting for your customers. So now you know you’re doing that lead. That lead is now comfortable with your all about you. And as soon as they speak well that they had you know the emails there which is an asset and then they will have you, they know all the information about you at a high level.

00;08;57;17 – 00;09;18;07
Speaker 1
It really was it really good at giving me answers to some of the. Quite because I, you know, like one of the things I was asking, I was like, you know, tell me what Five Towers does. And, it gave me a great explanation. And then I was like, how are they to work with? Like I was asking the, like, real questions of like how, you know, like trying to see if it would be and it legit.

00;09;18;07 – 00;09;36;08
Speaker 1
It gave me answers. They were good answers. They would correct answers. It was really cool. And I know, or maybe this is one of the tools we’re going to talk about today, but I thought it was a really cool tool. So I just I wanted to bring that up because I thought it was fascinating and interesting and, and worth talking about for sure.

00;09;36;11 – 00;09;42;05
Speaker 2
After the demo, it’s a generally once I caught it with a client situation, it’s even more evolved.

00;09;42;08 – 00;09;42;27
Speaker 1
It gets better.

00;09;42;27 – 00;10;03;27
Speaker 2
Yeah, yeah. Because they actually give us more, more, more data and instruction what they want. But this is this is just taking from all your data, but not you saying, hey, because I want these things. Yeah. No, this is the, you know, the iceberg tip where. Yeah, this is what we can pull, but we don’t have any hard data from you, you know, so maybe even more involved as you take control.

00;10;04;00 – 00;10;13;11
Speaker 2
So again, I, I’m limit to what I can do it. You know it would know more about your services. You know more internal things you want. Yeah. Know a client you know or a prospect for now.

00;10;13;11 – 00;10;16;05
Speaker 1
So yeah, it’s really cool.

00;10;16;07 – 00;10;17;06
Speaker 2
All right. Thank you.

00;10;17;10 – 00;10;34;19
Speaker 1
Press. You got some tools for us. That’s what we’re here to. That’s what the audience wants to hear about. Right? So, let’s. I think you did some screen share too. So if you’re listening on this on audio, you may want to jump over to, YouTube and, maybe watch it over there. I think maybe the video is on Spotify as well.

00;10;34;19 – 00;10;39;10
Speaker 1
So Chris, take the floor, man. Tell us about some tools for fractional.

00;10;39;12 – 00;10;49;20
Speaker 2
Yeah. Well mainly when we can we can start again with I can share my screen here. See you’re.

00;10;49;23 – 00;10;57;08
Speaker 2
Yes. What we dynasty was quick. I’m out here. It’s a little bit slow. Let me know. You can see here.

00;10;57;10 – 00;10;58;14
Speaker 1
Yes, sir.

00;10;58;16 – 00;11;23;05
Speaker 2
Yeah. So, so basically I for me the fractional most important thing is this communication. Right. Number one you know leads in is. So the first one I would say is, having a virtual receptionist on your website, you know, what was on your phone, you know, so basically with more calls, you, so basically this will call for your leads.

00;11;23;07 – 00;11;43;17
Speaker 2
So it’s not just going to be a daily is it off on your lead. So the system can actually do that for you. You know it’s you know actually rate the lead. You know, rate it as a hot one lead. You know financially whatever you’re looking for you know. So basically your CRM and we’re even talking about how this can cut the AC on Earth.

00;11;43;19 – 00;11;48;12
Speaker 2
So it’ll start with the, you know, the prospect journey immediately.

00;11;48;14 – 00;11;49;28
Speaker 1
Yeah.

00;11;50;00 – 00;11;52;26
Speaker 2
We could do a quick demo. This is pretty fast.

00;11;52;28 – 00;11;58;09
Speaker 1
Okay. So let me let me ask you a question. So.

00;11;58;12 – 00;12;25;20
Speaker 1
A potential client goes to my website. They land here and they decide, they’re going to assess tap to talk. Right. So they’re going to hit that thing and then they start talking to this agent, so to speak. Right. This eye agent. And they can ask you questions. And then but if they say like, hey, I want to schedule a meeting or I want to buy this thing, it works on that as well.

00;12;25;22 – 00;12;49;28
Speaker 2
Yes. Little book, anything so they can, you know, and why you’re booking. So and again they can get them into infinity like it can be more qualify and questions. You know, you control the qualification of elite. So for something like this it’s a clear prospect which is real estate. You know it could be a lower bar qualification.

00;12;50;00 – 00;13;08;07
Speaker 2
But for maybe for a fractional, you might have a higher bar. What you see is the elite see the elite, rather than you having to go back and email them back and forth to qualify, the agent will qualify the lead and give you the rating of a lead. And then from there you can decide, what you’re gonna pursue with your CRM.

00;13;08;10 – 00;13;11;03
Speaker 2
So you’re already setting time there? Yeah. Well, will.

00;13;11;03 – 00;13;14;29
Speaker 1
It will it populate the information into the CRM for me?

00;13;15;06 – 00;13;26;29
Speaker 2
All of it. Really? Yeah. Because all of us here have backend that we connect to as connectors. So it’ll actually put it where it needs to be. And again the journeys and see.

00;13;26;29 – 00;13;27;26
Speaker 1
That’s amazing.

00;13;27;29 – 00;13;52;29
Speaker 2
Yeah. And you know it could be spreadsheet for you as well. Right. You’re document. I forgot about it. I can do anything I can I think now we’re up to 9000 tools connections now. So you might have a Zapier, Zapier, NCP servers I think you might already be doing, you know, or as quick up song, whatever those swirl down that, you know, downhill, slack, you know, whatever.

00;13;53;01 – 00;13;55;28
Speaker 1
We’re going to have to build a connection for hourglass here. Chris, this is,

00;13;56;03 – 00;14;11;25
Speaker 2
Absolutely the one. Yeah, because it will talk to our boss, or I can pull data from our wife. We also let Lucy being that will the NCP server and pull into the data and whatever data they want to their process that could be there.

00;14;11;28 – 00;14;17;12
Speaker 1
All right. We’re we’re going to talk offline about this, Chris. All right. Keep going I interrupted you but that’s what I want right.

00;14;17;14 – 00;14;30;18
Speaker 2
Oh no. Totally. So basically again your demos and what we can get. But they’re quite powerful because again, the more you know, we use Google Maps for your GMB member. So you know, you can talk to it.

00;14;30;21 – 00;14;39;24
Speaker 3
Hello. Riley, the eye assistant for Eyes brokers I can help with buying, selling or booking a free consultation. How can I help?

00;14;39;27 – 00;14;47;05
Speaker 2
Yeah. Can you tell me about your services? Squeeze down it. Realize.

00;14;47;08 – 00;14;55;06
Speaker 3
We offer residential and commercial real estate representation and also offer free consultations. Is there a particular service you’re interested in?

00;14;55;08 – 00;14;59;24
Speaker 2
Yeah, I’m looking to buy a commercial property.

00;14;59;26 – 00;15;07;10
Speaker 3
Great. We represent buyers of commercial deals of all kinds. Would you like to book a free consultation with one of our experts to discuss what you’re looking for?

00;15;07;11 – 00;15;09;08
Speaker 2
Yes, please.

00;15;09;11 – 00;15;13;01
Speaker 3
Sounds good. What date were you thinking for that? And what’s your name?

00;15;13;03 – 00;15;21;03
Speaker 2
My name is Christopher. Crowd. Crowe. WD I’m looking for next Friday.

00;15;21;05 – 00;15;29;20
Speaker 3
Thanks, Christopher. Next Friday, August 14th is available and we have openings at 9 a.m., 10 a.m. or 11 a.m.. Do any of those work for you?

00;15;29;21 – 00;15;34;06
Speaker 2
Yeah, I’ll pick the 11 a.m.. Sounds good.

00;15;34;09 – 00;15;40;20
Speaker 3
Great. So that’s a consultation for Christopher crowd on Friday, August 14th at 11 a.m.. Is that all correct?

00;15;40;26 – 00;15;43;16
Speaker 2
Yes it is.

00;15;43;18 – 00;15;51;09
Speaker 3
I’ll set your confirmation as BCC Christopher crowd. And your appointment is booked for Friday, August 14th at 11 a.m.. Want me to email you the confirmation?

00;15;51;14 – 00;16;00;09
Speaker 2
Yes it’s Christopher crowd c r o WD 43. Gene overcome.

00;16;00;11 – 00;16;05;00
Speaker 3
Got it. Crowd 43 at gmail.com. I’ll send that email right away. Anything else?

00;16;05;05 – 00;16;11;02
Speaker 2
Yeah. It’s Christopher crowd 43 at Humacao.

00;16;11;05 – 00;16;16;26
Speaker 3
My mistake. Christopher. Crowd 43 at gmail.com. Thanks for that. Anything else I can help with now?

00;16;16;26 – 00;16;18;18
Speaker 2
Thank you.

00;16;18;21 – 00;16;21;14
Speaker 3
Thanks so much for calling and have a great day.

00;16;21;17 – 00;16;23;17
Speaker 2
Thank you to.

00;16;23;20 – 00;16;25;16
Speaker 3
Thanks.

00;16;25;18 – 00;16;25;27
Speaker 2
That’s it.

00;16;25;28 – 00;16;27;22
Speaker 1
That’s that’s. No.

00;16;27;25 – 00;16;40;10
Speaker 2
Yeah. And, and that’s again restricted demos. You know, so basically the the same our phone system, the same thing. But again, that can go on to many other tools. So that’s one tool.

00;16;40;12 – 00;16;58;09
Speaker 1
And oh, I just had a question that I was going to ask you about this. So that goes into their CRM. It’s on the calendar through whatever they’re using, whether it’s Calendly or whatever it is. That’s amazingly.

00;16;58;12 – 00;17;12;19
Speaker 2
Yeah. If you have e-commerce, it can shop for you. So you can sit back and say, you know, it could be anything, someone selling, and it would just go through and add to the cart, and then you add in the checkout for you to your total blah, blah checkout done.

00;17;12;22 – 00;17;15;29
Speaker 1
Right. So like.

00;17;16;01 – 00;17;34;14
Speaker 1
Oh, I shouldn’t use any specific business. I let’s just say I’m going to go to, e-commerce places. Got this set up. I literally go to their website and I’m just telling them I’m like, hey, I’m looking for dog food. They say, okay, we’ve got these different dog food. This I want to buy that one. Like it’ll do the whole thing.

00;17;34;16 – 00;17;38;04
Speaker 1
Brother, this is amazing. What a time to be alive. Chris.

00;17;38;06 – 00;17;41;06
Speaker 2
Yeah, I have to. I see all the time. We’re a golden age.

00;17;41;09 – 00;17;43;13
Speaker 1
This is wild, this is wild.

00;17;43;17 – 00;17;57;07
Speaker 2
It is dairy part is all that. It’s refundable. I mean, something like this is like maybe $3 a month. So that’s it? Yeah. It used to be cost you way more than that. Maybe you can come a hundred a month.

00;17;57;14 – 00;17;58;09
Speaker 1
I can’t even imagine.

00;17;58;09 – 00;18;11;15
Speaker 2
Yeah. So now anyone can have a, you know, website you all like, can find. Are you build for this then. And then you’re going to go no more, no more lost leads. I think that’s the biggest.

00;18;11;15 – 00;18;34;14
Speaker 1
For lots I know. Listen, that was a conversation I had recently with someone where it’s like the old school way. You have a website, someone goes your website, then they’re calling you or they’re emailing you, or they’re sending a form out. And then there’s a time between when that happens and when you respond, and that the longer that length of time is, the higher the percentage of you losing out on that lead out.

00;18;34;17 – 00;18;42;02
Speaker 1
And like you need to move quickly. So this obviously this makes it pretty much instantaneously for them to get what they want. So I love it.

00;18;42;04 – 00;19;03;07
Speaker 2
Offer one to that. Is that the email the lead as well in you. It’s where all your emails automatically and it you can do it. I’ll go and call. So if you want that you know you know without going calls. We’re very strict. We don’t do caller marketing. But so if you do outgoing the same voice will call the customer.

00;19;03;07 – 00;19;24;04
Speaker 2
So let’s say they’re going for the top. They love it. You can call them back. You know for whatever reason if you want to, you know, if let’s say maybe something else that you were doing with them, maybe it was for like, you know, a HVAC shop and it said, hey, we’ll get back to you on an appointment to get to your house.

00;19;24;07 – 00;19;37;05
Speaker 2
They would call back who losing voice. And so yeah, we’re going to go here but also can text SMS. That’s while. So really it’s very lead nurturing by nature.

00;19;37;08 – 00;19;45;21
Speaker 1
Two quick questions and we’ll jump to the next tool. First question is do you have the ability to use different voices or is it only one voice different.

00;19;45;21 – 00;19;49;00
Speaker 2
Go out. We have 100 versus okay.

00;19;49;02 – 00;19;50;25
Speaker 1
And can you use my voice.

00;19;50;28 – 00;19;57;15
Speaker 2
Yes. In quiet voice you can. Yeah. We can call your voice. The voice calls.

00;19;57;17 – 00;19;58;13
Speaker 1
That is wild.

00;19;58;16 – 00;20;04;19
Speaker 2
Okay. Yeah. There’s do all of your own voice. I get that I want to sell themselves, so yeah, I’ll be voice clone.

00;20;04;21 – 00;20;10;03
Speaker 1
Wow. Okay. All right. What’s, What’s next? What’s the next tool? Right.

00;20;10;06 – 00;20;26;17
Speaker 2
So the next two, you know, that we were, I would say, for a fraction would be some type of AI assistance. And there’s different levels. So let me see my stream. Not to the wrong thing here on camera. So I think I’m gonna hear, see, like.

00;20;26;19 – 00;20;39;24
Speaker 1
And when you say AI assistant, you don’t mean like a clot or ChatGPT. Like they’re using AI for things. You mean like an assistant that’s helping you schedule things, be reminded of things. You love it.

00;20;39;26 – 00;21;10;19
Speaker 2
Yeah. This is a here, like a concierge touch system. Chief of staff. So this is our system. Right now, this is our our private system. Okay. But this is actually a full AI assistant for, And we have a few tiers we have coming out, with the timer we call the OS, which is a multi-tenant, which is basically you can have a team right now these are these are for single, but we are coming out with that.

00;21;10;21 – 00;21;15;26
Speaker 2
I think some of the first of all, where you have a whole team in there and the.

00;21;15;29 – 00;21;17;12
Speaker 1
Cool that you built.

00;21;17;14 – 00;21;43;03
Speaker 2
Yeah. This is our this is our tool. This is, called Cassy. Okay. Where it uses we call the real time voice technology, to where we’re to where this runs your life and your business together. So if you can imagine the images, you can make slide decks, you can make documents, you know, email replies.

00;21;43;05 – 00;21;46;18
Speaker 2
Task calendar is waterboys.

00;21;46;20 – 00;22;09;11
Speaker 1
Now, obviously you and I have had many conversations. And I get smarter every time I talk to you, Chris. You probably get dumber every time you talk to me, like, I gotta. I gotta spend less time talking to Mike. But, we had talked about, like, you know, the the Holy grail or, like, what I feel like I know I would love and what every person would love would be like.

00;22;09;11 – 00;22;15;07
Speaker 1
Like Jarvis. Right. Like, from Iron Man. Right. So, like, is this kind of, like, along those lines?

00;22;15;14 – 00;22;39;21
Speaker 2
It is. Yeah. Yes. It’s like Jarvis and reading. Right close. Our next version is very close to us. You know, we’re we’re basically. I can run the entire office, you know, you know, so. And this is the same that connect to in my files and tools. So basically, you know, it’ll run. We call a cron job all across job.

00;22;39;21 – 00;23;04;08
Speaker 2
This is a timer on an operation. Right. Like it’s it’s like a long clock on your phone. And what you call this will run jobs every morning wherever you want. So this was a great thing. Doesn’t, you know, has built in cron job you can control. So you know, so I can hear, you know, you can see I have, you know, you know, email digest.

00;23;04;10 – 00;23;22;24
Speaker 2
It goes all my emails every morning, you know, in it tell you what to do when you talk to it goes through, you know, different email inboxes from me and tells me who I need, you know, immediately. So. And you lead,

00;23;22;27 – 00;23;44;15
Speaker 1
Are you able to. Because this is a this is a real problem that I have. And I know that, many people have this problem, but I get easily over 100 emails a day. I could probably spend my whole day just answering emails and forwarding emails on to my team members and all that stuff. Will this help to lighten that load?

00;23;44;18 – 00;23;50;22
Speaker 2
Absolutely. So one tool, because this is this has many tool. That’s why I’m saying this because this has like 20 oh.

00;23;50;25 – 00;23;53;02
Speaker 1
Oh, I know, and I keep interrupting you. I’m sorry.

00;23;53;05 – 00;24;13;06
Speaker 2
I really find that I didn’t have a great question because in built into this is called the email email classifier. So you know we know the classification is. But what we built a tool that went for a fractional is great because it covers emails the right way. So I’m over rated and classified and organized for you. So you know was important.

00;24;13;08 – 00;24;31;13
Speaker 2
You know, what I’ll lead is you know, it’s garbage. So it takes out all your emails and they’re all, you know, we use like tarot, we use Science News Gemini, and it’ll go through email and everything is separated out and labeled for you. And then it tells you what’s important to you. For me, it’s on right now. It’s important.

00;24;31;13 – 00;24;43;18
Speaker 2
Right now it’s telling me these are actually important emails. So I know, I know, it’s important. And then I can reply to them to voice or whatever long to.

00;24;43;20 – 00;24;45;19
Speaker 1
Yeah.

00;24;45;21 – 00;25;06;25
Speaker 2
You know, also, you know, all my task or all organized, you know, or I for me as well, you know, I say, hey, do these ten tasks for me high, low, medium, writing tools, you know, write letters, write blogs, talk to it. Brainstorming with I love because you have.

00;25;06;26 – 00;25;12;10
Speaker 1
Wait. Hold on and say it. I’m sorry if I can just talk to it and it’ll write my emails for me.

00;25;12;12 – 00;25;39;07
Speaker 2
Yes. Letters or emails? Blogs. You talk to it, I’ll give you an outline if it’s very organized. And I mean, and you’ll say email is contact or email for you. From brainstorm you can make slide decks, which I do all the time. It’s like a mixture of notes. Yeah, but you can make it. You can make a slide, you can make slides, you know, and then you have your slide decks.

00;25;39;09 – 00;26;11;01
Speaker 2
This is all from the from the assistant list as. Yeah, including images are included in that. Yeah. And you can focus in the second are both in the car. I’ll be driving the, yeah, I have an idea. And then it and I talk to it. And then because we plug in to different models because, you know, you get your models that are that think and then you have your, image models and your video models.

00;26;11;03 – 00;26;21;03
Speaker 2
So we’ve already integrated that into here. So you can make. So all these images are actually generated through image models by Google and I.

00;26;21;05 – 00;26;48;13
Speaker 1
So let me ask you this question because this is something I’ve run into. So obviously I’ve said I’m a Claude user. I’ve tried Claude perplexity ChatGPT. Grok Gemini. I’ve used them all. I think they’re all great for different reasons. I’m spent most of my time now with Claude, but one challenge I’ve noticed is that most of those apps on my phone, for those AI models, they do they they’re limited.

00;26;48;13 – 00;27;11;13
Speaker 1
So, like I might say, like, hey, Claude, I need to send an email to so-and-so. Claude can help me create the email, but it can’t actually send it for me. Or like, so there’s like these all these different limitations on what it can do. So I still have to take manual action. Right. Did, are you able to do some of those things.

00;27;11;16 – 00;27;29;24
Speaker 2
You know, sorry happening. I try to replicate this. This is actually that was fine. Cure got the sliding ability. Oh. Nice. Yeah. I’m going to share this, like, the item, but it’s like talking to it. Yes. So, again. Yeah.

00;27;29;24 – 00;27;37;07
Speaker 1
So. So I got an email to a team member. I can be like, hey, what’s it’s called Cassy.

00;27;37;09 – 00;27;41;14
Speaker 2
Yeah. Coding. Cassy is the version. It was Ada. This is our second iteration.

00;27;41;14 – 00;27;57;11
Speaker 1
Okay. So I can just basically tell the app I need the email. Kelsey, here’s what I want to say to her. That da da da da da da da da. And then it’ll write the email and then send it for me without me having the send button or open another app.

00;27;57;13 – 00;28;10;00
Speaker 2
And in all we will do is ask you tell all the times to make sure. But yeah, okay. You know, I can probably see that you know, somebody.

00;28;10;02 – 00;28;13;13
Speaker 3
Good afternoon Christopher, how can I help today?

00;28;13;15 – 00;28;22;20
Speaker 2
I need to email Michael Nelson.

00;28;22;22 – 00;28;27;25
Speaker 3
Certainly. Christopher. Want to dictate it word for word, or should I build it from an outline?

00;28;27;28 – 00;28;33;19
Speaker 2
Yeah. Let’s do a dictation. Word for word.

00;28;33;21 – 00;28;34;08
Speaker 1
Sounds good.

00;28;34;08 – 00;28;37;04
Speaker 3
Christopher. I’m ready when you are.

00;28;37;07 – 00;28;51;14
Speaker 2
You know, I say hi, Michael, this is a test email for our podcast and Greg Day.

00;28;51;16 – 00;28;57;18
Speaker 3
Got it. I’ve saved those words as a message on your writing page. Want it polished or straight to email?

00;28;57;21 – 00;29;10;29
Speaker 2
Yeah. Let’s go to email, please.

00;29;11;02 – 00;29;16;20
Speaker 3
One sack. Sorry Christopher, I hit a snag trying to send that. Could you try again?

00;29;16;23 – 00;29;26;21
Speaker 2
Yeah. What’s the snag?

00;29;26;23 – 00;29;36;04
Speaker 2
From here?

00;29;36;06 – 00;29;40;19
Speaker 3
Sorry, Christopher. I’m still hitting that same issue. Want to try sending it once more?

00;29;40;27 – 00;29;47;03
Speaker 2
Yeah. Make sure you’re using the Michael Nelson, our five task media.

00;29;47;05 – 00;29;55;07
Speaker 2
Interesting.

00;29;55;09 – 00;30;01;04
Speaker 2
Interesting question. Which I wanted to. Oh, no. He works really well.

00;30;01;06 – 00;30;05;01
Speaker 1
Well, listen, if it’s able to send the email, I mean, no, nothing’s perfect. Yeah.

00;30;05;01 – 00;30;07;04
Speaker 2
And maybe just a little bit station. Right?

00;30;07;06 – 00;30;08;24
Speaker 1
I still want this.

00;30;08;26 – 00;30;13;14
Speaker 2
Yeah, I do, you know, I send out calls for the day of the strike and things on my watch.

00;30;13;17 – 00;30;41;16
Speaker 1
Well, it’s. I mean, I can’t speak to other people, but I’m in my car hours every day and still trying to have conversations with my eye to get work done. But the limitations that, like I’ve run into with some of the apps, it’s it’s just it’s wonky. So it’s not a smooth workflow. So I like, not being able to send the email for me and having I have to open up the email app and then hit send or it’ll open up the email app, but I still have to hit send.

00;30;41;16 – 00;30;57;07
Speaker 2
And yeah, well, generally see, generally I think like emails all the all day with this, I’m not sure what the issues that we’re having to issue right now, but you know normally it’s not a problem. So yeah awesome effects us lot on you.

00;30;57;08 – 00;31;09;08
Speaker 1
And well okay. Now I fully am aware of, bugs. Yes. One thing I’ve learned in the last five months is software bugs happen for no reason.

00;31;09;10 – 00;31;11;01
Speaker 2
Yeah. Yeah.

00;31;11;04 – 00;31;15;01
Speaker 1
I think the important thing is identifying and then fixing them right as quick as you can.

00;31;15;03 – 00;31;29;11
Speaker 2
Yeah, yeah. With that we’ve had our updates. You know it. So basically was wherever is an internet I don’t know. Yeah. Don’t figure it out. But yeah. So generally that’s how it works out. You’re just you know it’s it’s generally for your for all us. Yeah.

00;31;29;11 – 00;31;41;22
Speaker 1
But what I know we started late because I was late. And I want to respect your, your schedule here, but, what’s, let’s do one more. You got another one? Another tool.

00;31;41;25 – 00;31;52;29
Speaker 2
Let’s see here. Or tools? I think actually one thing. So there’s a fractional.

00;31;53;02 – 00;31;59;25
Speaker 2
You guys, you also go out and discover it in this government yourself. Right. You know, I, I do agree.

00;31;59;28 – 00;32;22;21
Speaker 1
Oh yeah. I mean, you know, from a, marketing sales prospecting, you know, I think there’s probably some fractional out there that are, blessed enough to have a steady flow of referral business coming in the door. But for most of us, we have to do some sort of outreach, networking, sales calls, LinkedIn, you know, emailing people. We think we could help.

00;32;22;23 – 00;32;27;00
Speaker 1
I mean, I get rejected at least three times a day, which is.

00;32;27;01 – 00;32;28;03
Speaker 2
Fine.

00;32;28;06 – 00;32;30;26
Speaker 1
And so, yeah, so I don’t.

00;32;30;28 – 00;32;49;13
Speaker 2
Know, again, we put a bunch of tools in this and into this, I would say the discovery tool. I think, you know, for any business, you know. Yeah. You want to do discovery outreach. So we do have this tool. We did service as we, we try to, you know, combine tool together because, becomes affordability is difficult.

00;32;49;13 – 00;33;06;14
Speaker 2
Like, for me, I can’t afford to come to you and build ten tools. Yeah. And that’s why we built this system in the first place, because we actually include these tools into it and run where you build separately. So that’s the that’s why I’m in this whole application because there’s like 20 tools in here. Like a toolbox. Yeah.

00;33;06;17 – 00;33;29;02
Speaker 2
So that’s really what happened because people come to me go, oh, you know I love this. But then you know, you’re getting the price to build it. And they like to do. Right. So we did okay. Well maybe we can. So in this case, you know, we have this discovery tool which is very, very powerful because it allows you to go out and look for companies.

00;33;29;05 – 00;33;48;28
Speaker 2
And it pulls in everything. It pulls in on LinkedIn and pulls in their face. But it wasn’t everything about them. So before you do your outreach, you actually have already mass with their business. And a lot of times that will lure rejection because you know something about them that we do know. How would you do your outreach?

00;33;49;01 – 00;34;12;14
Speaker 2
And so right now we’re actually going to plug this into Apollo and we’re plug it into clay, which are two insane platforms to pull in. We generation information about. Okay. So, so this is right now this covers system where you can just put it address, you can even talk to it whatever. And it gives you information and it puts it into the operations knowledge base.

00;34;12;17 – 00;34;25;28
Speaker 2
So then you’re doing you know, it’s even here you can email these people directly through here, but it also blows up your tools. You know, and, you know, learning these practices before you do your outreach.

00;34;26;00 – 00;34;41;04
Speaker 1
Are you able to give it you know, what we’re currently calling an ICP, which really all that is, it’s like a target market or a buyer profile, like, hey, I’m looking for these types of companies.

00;34;41;06 – 00;34;48;13
Speaker 1
And be able to search it that way. Or do you have to kind of more search by like industry or by specific company names or.

00;34;48;16 – 00;34;57;10
Speaker 2
Yeah, I think right now I just like company name prospects. Okay. But we are, you know, we are going to use Clay and Paulo and that’s going to be the ICP, right?

00;34;57;11 – 00;34;59;24
Speaker 1
Yeah. Yeah, that’s what Apollo does for sure.

00;34;59;26 – 00;35;23;27
Speaker 2
Yeah. You know, you know, that’s what an upgrade is about. But it is a perfect connection. So I immediately know it’s amazing. Yeah. So you know I have the pipeline tools again. Young image tools in here too. You can you can take images and logos. You can make stuff, you know, for your business as well, you know. So if you want to build something for you, you know, for a prospect, you can do it.

00;35;24;02 – 00;35;46;07
Speaker 2
This really talking to us as well. You know, we have our pipe in here as well where you can take a picture of a business card and also begin a CRM process as well. So if you’re a mixer event, yeah, you know, that fourth grade standard, you know, having an app, you know, through the record, but it’s actually all put into a CRM for you as well as it will unlock the pipeline, automatically.

00;35;46;09 – 00;36;11;22
Speaker 2
So and here’s all different tools. It’s growing this, you know, this version is our next one. You know, we believe around the tools. So for a faster operator, you’re getting actually more than the tools because again, your own tools, this will flow through. So the agent will be able to flow through your asana, your quick up, your, your HubSpot.

00;36;11;25 – 00;36;13;23
Speaker 1
Your your hourglass.

00;36;13;26 – 00;36;19;15
Speaker 2
Your hourglass. Exactly. Yeah. One time keeping servers working. It’ll flow through there.

00;36;19;20 – 00;36;20;20
Speaker 1
Yeah, yeah.

00;36;20;23 – 00;36;35;10
Speaker 2
And and here as well. You can change voices to grok about voices. So we’re actually a little bit different. You can change it. You know all these voices here. You change it and then you talk to it and you’re good to go.

00;36;35;12 – 00;36;42;17
Speaker 1
I like the voice you’re using. It sounds like, the voice from Halo.

00;36;42;20 – 00;36;47;16
Speaker 2
Oh, she actually does. Yeah. I’m not sure why that is, but it is not coincidence.

00;36;47;18 – 00;36;59;14
Speaker 1
I it’s it’s funny because they’re one of the apps, and I want to I think it’s ChatGPT I think has a like, what does that eye on on the halos. Was that call?

00;36;59;16 – 00;37;01;06
Speaker 2
Yeah. I forgot what she’s called.

00;37;01;08 – 00;37;12;24
Speaker 1
Oh, my God, I can’t think of her name either. But I like that voice, though. It’s like, nice and soft. But right now, I, you know, I’m using cloud, so I got this, like, Australian or New Zealand job.

00;37;12;25 – 00;37;16;16
Speaker 2
And yes, they love that voice.

00;37;16;19 – 00;37;35;24
Speaker 1
Yeah they do. I don’t know why, but I mean, it’s fine. Yeah. Nothing wrong with that voice, but no, I do I do prefer that the Halo AI voice. So, Chris, I know we’ve got to wrap it up, but if people want to learn more about you, your tools, they’re interested in buying these tools. How did they find you?

00;37;35;26 – 00;37;39;19
Speaker 2
Yes, I would say Icom.

00;37;39;21 – 00;37;40;24
Speaker 1
Zebras I.

00;37;40;24 – 00;37;59;15
Speaker 2
Got. Yeah. Actually, if you go, I do want to show you one quick time. I forgot about. What do you got now we can get off. And then I started one quick thing. Could we actually upgrade website as well? Just really it looks like a.

00;37;59;17 – 00;38;01;11
Speaker 2
Like, in fact, that I’d be great.

00;38;01;13 – 00;38;03;19
Speaker 1
At, I can’t say I’ve ever. So.

00;38;03;21 – 00;38;24;05
Speaker 2
Yeah. Okay. Yeah. So now we have the voices. When I say right now you can go through so you can talk to HVAC, dental, beauty salon, wha office. And for now and of the way you can direct to it. So yeah. Yeah. See this long user talking.

00;38;24;07 – 00;38;28;10
Speaker 3
Thanks for calling Lux and Co salon. This is Riley. What can I do for you today.

00;38;28;12 – 00;38;39;11
Speaker 2
Yes. Oh that’s powerful. You know very powerful voices. They can book calls. They can book the same way and demos and they also can book for us for discovery call.

00;38;39;13 – 00;38;40;17
Speaker 1
That’s very cool.

00;38;40;19 – 00;38;58;28
Speaker 2
Yeah. And we are we are offering a new seven day trial of our phone services. No car are required. So okay, no blowing on your call. We give you we give you a free number. And then if you like it, you can forward your business phone.

00;38;59;00 – 00;39;04;22
Speaker 1
So you’re built for fractional crazy. You didn’t even know it.

00;39;04;24 – 00;39;06;09
Speaker 1
Maybe you didn’t know it. Maybe you didn’t.

00;39;06;09 – 00;39;15;07
Speaker 2
Know. Maybe that. Yeah. I just want to make it easy for people. In fact, we will, especially, but easily just give you the tools you need and get moving. Right now, I will say time.

00;39;15;08 – 00;39;31;02
Speaker 1
I love it Chris. Thanks so much, man. I really appreciate you coming on and spending time with me and talking to my audience, about, you know, who you are and what you do and the tools that you guys have. I loved all of them. So we gotta we gotta circle back around here because I gotta.

00;39;31;04 – 00;39;32;29
Speaker 1
I gotta get signed up. Chris.

00;39;33;02 – 00;39;49;29
Speaker 2
Yeah, way right up. Yeah, I think I like them. I’ll definitely get you a login. So you didn’t, test out the cash system? We’ll fix that email. I’m sure it’s a weird stage, right? Most of the time. Well, yes. That’s software. We love it. Yeah.

00;39;50;02 – 00;39;51;10
Speaker 1
It happens.

00;39;51;12 – 00;39;54;23
Speaker 2
But. Yeah. Thank you so much I appreciate it. Yeah.

00;39;54;23 – 00;40;20;29
Speaker 1
You’re welcome. You’re welcome. And of course, thanks, everybody for listening. You know, you can find this podcast and every podcast that we do at hourglass, Ask.com that’s hourglass SAS. Com you can also find, we’ve got a nice weekly newsletter that goes out. I hate using that term newsletter, but it’s essentially a curated list of helpful content from around the internet each week that we send out specific to fractional.

00;40;21;05 – 00;40;26;15
Speaker 1
So please check us out, sign up there. And thanks for listening, everybody. You’ll hear from us next week.