One-pager · AI

Build Your AI Assistant: The Weekly Call List

Let AI tell you who to call every Monday, then log your notes for you.

What it is

A hands-on workshop where agents set up their own AI assistant on their own laptop. It’s the first class in my series on building AI agents that take busywork off your plate.

What your assistant does

  • Pulls who to call and text this week from your own database, on the DTD2 rhythm

  • Emails you the list every Monday morning, with notes and key dates

  • Lets you reply with how each call went, and logs it back to the contact for you

  • Flags anyone you should think twice about before calling

What you walk away with

  • A working assistant, set up and tested in class

  • A Monday list you never have to build by hand

  • More time on the phone and less time in the CRM

Get the setup

The setup files aren’t posted publicly. Ask me and I’ll send them to you directly.

Ask Shonn for the setup

Created by Shonn McCloud, Team Leader, KW Classic