Preparation is where most meetings are won, and AI can make it quicker. Give it the basics. Who you are meeting, what the meeting is for, and what you want to leave with. Ask for the three most useful questions to ask and the three things that might come up. Paste in any notes from earlier conversations and ask it to summarise where things stand. Check what it gives you. Remove anything that is a guess. Finish by writing your own one sentence goal for the meeting. That keeps you in charge of the conversation. How do you prepare for a meeting?

An AI finance dashboard is only as reliable as the data behind it, and most people never test that. The timing matters. In October 2026, Goldman Sachs surveyed 2,473 graduates of its 10,000 Small Businesses programme in the US. 42 per cent said they use AI for financial analysis and business planning, more than double the rate in 2024. Finance is where small business AI use is growing fastest. With the AI Finance Dashboard 2.0 course live in this community, a lot of us are about to make decisions from numbers an AI assembled. I trained as an auditor at PwC and KPMG. My job was to test whether the numbers on the page matched reality. Here are the five checks I would run on any AI dashboard before making a decision from it: 1️⃣ Does cash match the bank? Pick one date. Compare the dashboard's cash balance with your bank statement for that day. If they differ, stop and find out why. 2️⃣ Is every account connected? Business card, PayPal, Stripe, the savings pot. One missing account makes every total wrong. 3️⃣ Are the categories right? Pull 20 transactions at random. Check how the AI coded each one. More than one or two errors means your margins and spending insights are off. 4️⃣ Is it showing cash or revenue? An invoice sent is not money received. Know which one each chart is using, especially before you hire or spend. 5️⃣ Can you trace every insight? When the AI says "software costs rose 30 per cent", ask it to list the transactions behind the claim. If it cannot, treat the insight as a guess. This is the Underlying Data and Numbers part of the ACCOUNT Framework from my book, Human-Led, AI-Powered Finance. The dashboard gives you speed. You still own the decision. Run check one today. It takes five minutes. Which check did your dashboard fail first? Share it below and I will help you work out the fix.

This course will show you how to build an EPIC AI-powered finance dashboard for your personal and/or business finances. - it updates 100% automatically and in the cloud - it has daily reports, insights, and every transaction categorized - it is FULLY customizable, literally EVERYTHING you can change - AND TONS MORE SAUCE 👉 GO SET IT UP TODAY: #0. Dashboard Overview If you have ANY q's while going through it, leave them below this thread! 🔽

An agency can spend $2,000 acquiring a client... And lose a $10,000 opportunity because nobody followed up. Think about that. A potential customer visits your website. They fill out your contact form. They're interested. But your team is busy. Nobody responds quickly. The prospect contacts another agency. Deal lost. And the frustrating part? You already paid to acquire that lead. This is why agency owners need to think beyond lead generation. A better system should: → Capture every inquiry. → Notify the right person. → Trigger timely follow-ups. → Organize opportunities in a CRM. → Track every conversation. Automation isn't just about saving time. It's about preventing opportunities from slipping through the cracks. Agency owners: How quickly does your team respond to a new lead? #AgencyGrowth #LeadManagement #MarketingAutomation #DigitalAgency

follow these instructions to get started: ✅ Step 1: Go to the 'Classroom' section & open the 'Start Here' course. ✅ Step 2: Open the 'Start here' module & start watching. ✅ Step 3: Everything will be explained from there on! See y'all in the modules! Next Steps ➡️ - If you're brand new to AI & Claude, start with the new Cowork 101 Course 🦾 - If you're comfortable with Claude and looking for a setup that's a little more advanced, start with the AI Second Brain 2.0 Course 🔥 - If you're ready to create INSANELY valuable automations using AI to compltely transform businesses, go to the AI Automations Course (For Businesses) 💻💸 Work with me 🤝 - 🦾 If you're a business owner who'd like to hire me & my team of engineers to build automations/software/AI agents for you, go here: https://www.seven80labs.com/ - 👥 If you'd like my 1-1 consulting to help you learn how to implement AI in your business, book a demo call here: https://cal.com/1-1-ai-consulting - 👾 If you want to check out SGNL (the web app I'm developing w/ my team) you can try it out for free for 7-days here: https://www.sgnl.so/