AI for Business Owners: Stop Losing the Next Customer Step
Details
Who needs a reply today—and who should be left alone? When follow-ups live in different places, it is easy to lose the next step.
Bring that everyday problem to a practical hour with Jonas and other business owners. You can join this topic on its own; no earlier workshop is needed.
Tuesday, December 8, 2026 | 6:30–7:30 PM Eastern | Online workshop
Using fictional inquiries, we’ll sort overdue, upcoming and unresolved next steps, keep declined requests out of the contact queue and check the result before anyone acts.
TAKE HOME
• A checked customer follow-up review list with clear queues and original source references.
• A review check that catches stale status, missing information and declined contact.
• One manageable trial using records you have permission to review.
OUR HOUR
6:30 PM — Choose the customer next-step problem.
6:35 PM — Watch the example and learn the checks.
6:47 PM — Build your review queue.
7:05 PM — Check one active record and one excluded record.
7:15 PM — Adapt the process and choose a seven-day trial.
7:23 PM — Questions and honest feedback.
7:27 PM — Optional: how supported setup works.
Choose this topic if open inquiries and follow-ups are slipping through the cracks.
FIRST TIME?
Beginners are welcome. No coding or paid AI plan is needed. Use an AI tool you already have access to, or work from the supplied example and worksheet. Bring a laptop if you can; no account setup is required during the hour.
JOINING & PRIVACY
RSVP here for meeting details. Join with your RSVP name and wait for the host to admit you. Keep the meeting link within the registered group. Use our fictional case; leave customer details and confidential material out. Camera, microphone and sharing your work are optional. We will not record.
Your feedback is welcome as we go: tell us what helps, what is confusing or what you would like next. Feedback is optional, too.
We’ll finish the learning and feedback by 7:27 PM; you may stay for a three-minute explanation of optional paid setup with support. No purchase is required.
Hosted by Jonas Atta. AI for Business Owners is a program of Rise In The Gap. Business information and workshop support: https://www.riseinthegap.com/