“There's a mini CRM where I keep everybody who I talked with… my AI remembers who I had to call with, and it's very easy to follow up”
Christof Gomez · Data, AI & Beyond - The Podcast · Building at AI Startup from scratch with Christof Gomez
Play from 27:21
27:21
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What was described
built a mini-CRM inside Solv that logs every person he talks to and uses an AI reminder to prompt follow-ups
Said nearby on the same subject
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“At the end of each chapter, you have these exercises and assignments... they are kind reminders of little prompts that we can use to change things that have been wired in us for years.”
“‘...almost every solution is AI generated… he helped prompt and move it in certain directions… his kernel was the only one in the top 10 that was actually stable.’”
“I have an AI agent that logs every negative comment someone makes about me online. It then creates a profile of the person, maps all of their social connections, and finds all their emails. Tomorrow morning, my AI agent will send out an email blast to everyone's extended social network, detailing the horrible things they've said about me.”