Quiva Delaney, LEO Meath · Digital & AI Decoded · #9: Are You Making the Most of Your Local Enterprise Office?
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After an initial meeting, send a follow-up email listing all eligible grants for the business
“Prior to AI, we would have to manually sift through all of this volume which took days… after outsourcing this initial screening to AI, we pare down our list of actionable candidates in seconds to minutes”
“I'm a big emailer… I send a short email, then if they don't respond I follow up with a phone call… I try to get in as soon as possible to give them a quote”
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
“Getting on a lot of email lists… so that on lunch breaks, after hours, after I put the kids to bed at night, I could review deals.”
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