I've worked with the best people online.Here are the best ways to use AI to keep your clients.

Grant CardoneGRANT CARDONE
Codie SanchezCODIE SANCHEZ
Vanessa Van EdwardsVANESSA VAN EDWARDS
Andrew Schulz of FlagrantFLAGRANT
Chris Williamson of Modern WisdomMODERN WISDOM
Lisa BilyeuLISA BILYEU

3 AI systems you can use tonight.

Drey Thomas · 1BB Owners Club

1

I'm Drey.
I automate the busywork.

Lisa Bilyeu
Grant Cardone
Codie Sanchez
Vanessa Van Edwards
Chris Williamson of Modern Wisdom
Andrew Schulz of Flagrant

MARKETING AND TECH GUY · AUTOMATING SINCE DROPPING OUT OF COLLEGE

PYTHON→TECH SALES→PCI SECURITY→ GoHighLeveln8nMakeGHL · N8N · MAKE→ ClaudeChatGPTGrokKimiGLMMiniMax+ MORE
FOUNDER 1 Button Business, the club you're sitting in VIRAL EDITZ I run a team of short-form editors

WORKED WITH

Grant Cardone · Codie Sanchez · Vanessa Van Edwards · Modern Wisdom · Flagrant · Lisa Bilyeu + more under NDA

No theory tonight. Just what I use.

@itisdrey

2

Here are 3 great ways to use AI
to keep your clients happy.“If you obsess over acquiring customers, you'll lose them to competitors who obsess over keeping them.” ALEX HORMOZI

BEFORE THE CALL1Client BriefWalk in remembering everything.
AFTER THE CALL2Call CopilotRecap, homework and notes, done for you.
TONIGHT3Text RoundEvery text sent, in your voice.
BEFORE → THE CALL → AFTER → TONIGHT → CLIENT STAYS

AI does the work. You just show up.

@itisdrey

3

System 1: Client Brief
Walk in remembering everything.

LEARNED FROM VANESSA VAN EDWARDSGoogle CalendarGmailMessagesClaude
YOU · ONCE

Pick your time

That morning, or an hour before each call.

CLAUDE

Checks your calendar

Last call, texts, promises, the little things.

CLAUDE

Sends your brief

One minute: who, what's open, what to bring up.

YOU

Walk in ready

They feel remembered.

This skill gives you a recap of your client before every call.

You remember everything. They feel it.

@itisdrey

QR code: Client Brief skill
GET THIS SKILL

4

System 2: Call Copilot
Turn every call into a happy client.

RECAPS MIRROR LIKE CHRIS VOSS
1
YOU · ONCEOnboardingAdd the skill. Tell it your job.
ZoomFathomFirefliesOtterGranola
YOU · ONCEConnect your recorderOr it tells you which to get
Claude
CLAUDEPulls your callsDaily or weekly
Claude
CLAUDEWrites what they needIn your voice, from your emails and texts
✓
YOUSend or keep itTo your client, or notes for you
YOU PICK WHAT IT WRITESRecapAction stepsHomeworkClient notesWhat to improveThings to remember

AI does the work. You're the quality check.

@itisdrey

QR code: Call Copilot skill
GET THIS SKILL

5

System 3: Text Round
Follow up like Cardone and Zig.

Grant Cardone gesturing toward the board
GRANT CARDONE ZIG ZIGLAR
Zig Ziglar gesturing toward the board
iMessageon your MacClaude
1
YOU · ONCE · NEEDS A MAC

Connect your phone

So it knows who you talk to and how you text.

2
YOU · TONIGHT

Talk about the night

Tell Claude who you talked to. It also pulls the new numbers you texted tonight.

3
CLAUDE

Lines up every text

Written in your voice, learned from your own texts.

4
CLAUDE

Sends them for you

After you OK or dictate each one. Your call.

Tonight: put every number you got through it.

@itisdrey

QR code: Text Round skill
GET THIS SKILL

6

Bonus: Client RadarAs a bonus, I'm also giving you the client radar skill that tells you which of your clients have gone dark or have a message that you haven't noticed, and how to proceed with them.

THIS WEEK'S RADAR · EXAMPLE

Maria · gone dark

No reply in 34 days. Send: “How'd the launch go?”

Jordan · missed message

Unanswered pricing question. Next: reply today.

Dana · sounded stuck

Frustrated on the last call. Next: call her.

Nobody slips through the cracks.

@itisdrey

QR code: Client Radar skill
GET THIS SKILL

7

Bonus: Your Business DashboardAs a bonus, I'm throwing in this other skill that will create your own business dashboard.

THE PROMPT

Build me a live dashboard for [my businesses].

  1. First, ask me the one decision this dashboard should help me make.
  2. Pick the one number that decision depends on (my lag number). Show it big at the top.
  3. Find the 2 or 3 actions that drive it (my lead numbers). Show them under it, this week against last week.
  4. Under each chart, one sentence: what it means and what I should do next.

Data: use my connectors first. If a number lives in a desktop app, use computer control. If it is on a site with no connector, use the browser.

List every number you could not find. Never guess one.

LIKE THESE? ASK ME.
Command center dashboard with a live map and energy chart
Operations dashboard with a glowing globe and revenue numbers
Glass-style business dashboard with revenue, orders and a performance chart

Screenshot this prompt or scan the QR code.

@itisdrey

QR code: Business Dashboard prompt
GET THE PROMPT

8

Scan once.
Get all the AI systems.

QR code: every system plus both bonuses
SCAN NOW
1 Client Brief2 Call Copilot3 Text Round+ Bonus: Client Radar+ Bonus: Dashboard

First time you use one, it asks what you do, connects your apps, and saves it under your name.

Pick one. Set it up tonight.
Up next: Kevin on how to get new clients

@itisdrey

9