Episode 45: From Sales Calls to Snoop Dogg: Lori Highby on Using AI with Personality

Episode Summary

In this episode, Cary welcomes Lori Highby, founder of the digital marketing agency Keystone Click, for a practical and lively discussion about using AI tools like ChatGPT and others in daily business. Lori shares how AI helps her manage tasks in marketing, sales, and content creation, and she offers insights on how even beginners can benefit from AI with a few small steps. From making sales calls easier to drafting empathetic emails and even having fun with clever writing prompts, Lori explains how AI fits naturally into her work and life.

Main Topics Covered

  1. Using AI for Everyday Marketing and Sales Tasks
  2. Creating Empathetic and Effective Client Communications
  3. AI for Personal Fun and Professional Efficiency
  4. Exploring Other AI Tools: Descript, Perplexity, and Adobe Enhance
  5. Getting Started with AI: Tips for New Users and Best Practices

Key Takeaways

  1. AI Makes Daily Tasks Smoother: Lori shares how AI tools like Fathom and ChatGPT help streamline sales calls by summarizing conversations, tracking client pain points, and guiding follow-ups.
  2. Customizing AI for Empathy and Impact: By using AI to refine emails and make them more empathetic, Lori demonstrates how AI can be a helpful partner in fostering client relationships and managing sensitive communications.
  3. Approaching AI Playfully Opens Doors for Beginners: Lori encourages new AI users to start with small, fun prompts to learn AI’s potential, like using ChatGPT to write a humorous Airbnb review or creating awards for her hockey team.

Episode Index

  • Introduction: Cary and Lori’s background and initial greetings.
  • About Lori and Keystone Click: Lori shares her journey as CEO of Keystone Click and her focus on strategic digital marketing for industries like manufacturing and construction.
  •  Fun with AI: Writing a Clever Review: Lori describes using ChatGPT to write a witty review for an Airbnb experience, showing AI’s versatility.
  • Streamlining Sales Calls with AI: Lori talks about using AI tools like Fathom and ChatGPT for capturing and analyzing sales calls to improve follow-up and client relations.
  • AI in Client Communications: The role of AI in helping Lori and her team craft clear, empathetic emails for clients.
  • Training and Coaching on AI Usage: Lori shares insights on introducing AI to account managers and clients, from discovery calls to practical exercises.
  • Live Demos of AI for Business Groups: Lori describes showing clients real-time AI examples, which make AI less intimidating and more accessible.
  •  Lori’s Favorite AI Tools: Discussion on using Perplexity, Descript, and Adobe Enhance for tasks ranging from research to content creation.
  • Tips for New AI Users: Lori’s advice on starting with AI in small, impactful ways, emphasizing problem-solving and time efficiency.
  • Privacy Concerns and AI: Importance of data security and establishing guidelines for using AI with sensitive information.
  • Fun with ChatGPT in Everyday Life: Lori’s playful side, using ChatGPT to create lighthearted awards for her hockey team.
  • Lori’s R.A.C.E. Prompt Structure: A structured approach to prompts—Role, Action, Context, Execute—making AI easy for beginners.
  • Closing Remarks and Final Thoughts: Cary wraps up the episode, highlighting key takeaways from Lori’s experiences and AI tips.

About The Guest

Lori Highby is a seasoned podcast host, speaker, educator, and founder of Keystone Click, a strategic digital marketing agency. With experience working with Fortune 500 companies and micro-businesses alike, Lori helps businesses realize their potential through strategic digital marketing. She brings energy and passion to her work, empowering other professionals to grow and innovate through practical, actionable insights.

Connect with Lori

Script Shared

You You are staying at an AirBNB and have had a mediocre experience. Review the list of things below that went wrong. No key, no towels, no coffee mugs, 2 forks. Write a poem that rhymes as the review of the AirBNB experience.

ChatGPT In a stay where things went slightly astray,
An AirBNB where we just couldn’t sway.
No key at the door, a start that foretold,
Of a tale, by guests, that must be retold.

No towels to dry, after a shower’s embrace,
No coffee mugs, morning rituals displaced.
Just two forks to share, when meals came to pass,
A culinary dance, awkwardly en masse.

Yet within these walls, a story was spun,
Of adaptation, improvisation, not undone.
A reminder, perhaps, in travels far and wide,
That perfection’s rare, but joy can still coincide.

So to future guests, who may find this review,
Know the journey’s yours, to perceive and construe.
In this AirBNB, where the perfect was missed,
Lies a quirky charm, that shouldn’t be dismissed.