Result
self-reportedPre-call research went from about 20 minutes to 3, and AI gets his first drafts of emails, outlines and proposals to about 70%.
Keegan Johnson is a founder who runs his business with Claude and Grok Bot. Before a client call or a big decision, AI pulls together the company, the market and what competitors are doing; 20 minutes of digging becomes 3, and he checks the sources. He also brain-dumps notes into a prioritized list, flags any task done 3 times for automation, uses AI for small scripts, and has it take emails and proposals from a blank page to 70%. His rule: AI does the first pass, he makes the call.
Who did it
Try it now
- Before each client call, give the AI the company name and what the call is about.
- Ask for a one-page brief: what they do, recent news, market and competitors, with sources.
- Check the sources before you rely on anything.
- Keep a list of tasks you’ve done 3 times and automate the next one.
- Use AI for first drafts of follow-up emails and proposals, then add your judgment.
I have a call with [company] about [topic] on [date]. Build me a one-page brief: what they do, who they sell to, recent news from the last 90 days, 3 main competitors and how they compare, and 3 smart questions I should ask. Link a source for every fact. Keep it scannable in 3 minutes.
Make it run every week
A play works once. Turn it into a routine in three small steps:
- Run it once and check the result yourself.
- Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
- Keep a log. One line per run: what was checked, anything flagged, what you did.
What to watch out for
Self-reported from his own post. Always check the sources the AI gives you; a wrong fact in a sales call costs trust.
Did it work?
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