POWERED BY CATALYST

AI and Your Business
Part 2

Practical ways to use AI today

Alex Goff  |  Powered by Catalyst  |  Erie Chamber of Commerce

Business Is Chess,
Not Checkers

Every piece has a role. Every move matters.
The best players don't just react—they see the whole board.

AI is the same way. The tools you pick, how they connect, and whether they can see your full operation—that's the difference between playing checkers and playing chess.

Before We Start

This is only my perspective.

I do have a business in AI—I'm not hiding that. But today I mainly want to describe to you the market the way I see it.

There are all kinds of people and companies to work with in this space. I'm not trying to pitch you.

I just want to tell you the truth.

What We'll Cover

01

The Tool Landscape

What tools exist, what they cost, and how the stacking problem grows

02

Practical AI Today

How businesses are actually using AI right now and how to think about it

03

Why Context Matters

The data silo problem and why fragmented tools mean fragmented AI

04

How I Actually Use AI

Real workflows from my actual business—including how this presentation was made

PART 1

The Tool
Landscape

What exists, what it costs, and where it breaks

What AI Actually Saves You

These aren't projections. This is what businesses are seeing today.

FunctionTime Saved / WeekWhat That Replaces
General AI10-15 hrs$300-450/week in labor
Operations15-25 hrs$450-750/week in labor
Sales5-10 hrs$150-300/week + higher close rates
Marketing20-30 hrs$600-900/week + designer costs
Social Media10-15 hrs$300-450/week
Customer Service10-20 hrs$300-600/week + 24/7 availability
Finance5-10 hrs$150-300/week + better decisions

The AI Adoption Journey

STARTER Where it begins

"I just need AI to help me write emails."

GROWTH Needs multiply

"Now I need AI for emails, social posts, sales follow-ups, document processing..."

SCALE Full integration

"We have AI for everything, multiple team members using it, integrated across our entire operation."

THE REALITY What actually happens

"I have way too many AI tools and none of them talk to each other."

By The Numbers

How tool sprawl scales with your business

STARTER

$250K-$1M revenue • 1-5 employees

~12 tools
$100-150/mo
GROWTH

$1M-$5M revenue • 5-25 employees

~22 tools
$800-1,500/mo
SCALE

$5M-$10M revenue • 25-50+ employees

28+ tools
$3,000-6,000+/mo
THE RESULT

At every stage

5-30 logins
None of them connected

AI Tools By Category

A few highlights from each category. Full list available as a handout.

General AI

ChatGPT • Claude • Copilot • Gemini • Perplexity

Free - $30/mo each

Marketing & Content

Jasper • Canva Pro • Ocoya • AdCreative.ai • Descript

$15 - $125/mo each

Sales & CRM

HubSpot AI • Lavender • Fathom • Gong • Clay

Free - $800/mo each

Customer Service

Tidio • Intercom • Zendesk AI • Help Scout AI

Free - $394/mo each

Operations

Zapier • Make • Notion AI • Reclaim.ai • Motion

$9 - $299/mo each

Finance & Analytics

QuickBooks AI • Fathom Financial • Forecastr • Pecan AI

Built-in - $500/mo each

Starter Stack

$100-150/mo

Communication

Gmail / Outlook
Google Drive / OneDrive
Calendly

Operations

Squarespace or Wix
Wave or QuickBooks
Trello
HubSpot CRM

AI & Marketing

ChatGPT Plus / Claude Pro
Fathom AI
Zapier Starter
Canva Pro
Tidio

The Starter Stack

12 tools  |  $100-150/month  |  The owner is the integration layer

Manual copy/paste Native integration
SALES & COMMS MARKETING OPERATIONS AI TOOLS FINANCE Gmail / Outlook Calendly Google Drive Wave / QuickBooks HubSpot CRM Trello ChatGPT / Claude Tidio Canva Pro Fathom AI Zapier Starter YOU

Growth Stack

$800-1,500/mo

Communication & Ops

Google Workspace / Microsoft 365
Slack / Microsoft Teams
WordPress
QuickBooks Online
Calendly Pro
Monday.com or Notion
Gusto (HR & Payroll)

AI & Sales

ChatGPT Plus, Claude Pro, Perplexity
Fathom AI
Zapier Professional
HubSpot CRM Starter
Lavender (Sales AI)
Fathom Financial

Marketing & Content

Canva Pro, Jasper
Descript (Video)
Ocoya (Social Media)
AdCreative.ai, Surfer SEO
Tidio Communicator
Dropbox

The Growth Stack

22 tools  |  $800-1,500/month  |  The owner can barely keep up

Manual copy/paste Native integration
COMMUNICATION OPERATIONS MARKETING AI TOOLS FINANCE SALES Google Workspace Slack / Teams WordPress Canva Pro Jasper QuickBooks Online Monday.com HubSpot CRM Calendly Pro Lavender Gusto (HR) ChatGPT / Claude / Perplexity Fathom AI Zapier Pro Fathom Financial Descript Ocoya AdCreative.ai Surfer SEO Tidio Dropbox Notion YOU

The Frankenstein Stack

$3,000-6,000+/mo

Core & Operations

Google Workspace Business / M365
Slack Business+ / Teams
WordPress + premium plugins
QuickBooks Advanced or Xero
Calendly Teams
Monday.com or Asana Business
Gusto or ADP
DocuSign or PandaDocs

AI & Sales

ChatGPT Team, Claude Team
Microsoft Copilot, Perplexity Pro
Fathom AI
Zapier Team
HubSpot Sales Hub
Lavender, Gong, Clay
Fathom Financial, Forecastr

Marketing & Service

Canva Teams, Jasper Business
Descript Business
Ocoya Pro
AdCreative.ai Pro, Predis.ai
Surfer SEO
Intercom
Industry-specific software

The Frankenstein Stack

28+ tools  |  $3,000-6,000+/month  |  Nobody owns this

Manual copy/paste Native integration
COMMS OPS PROJECT MGMT MARKETING AI FINANCE SALES CONTENT HR Google Workspace / M365 Slack Business+ WordPress+ Canva Teams / Jasper ChatGPT / Claude Team QuickBooks Adv HubSpot Sales Hub Monday / Asana Biz Calendly Teams Copilot / Perplexity Gusto / ADP Fathom Financial Lavender / Gong Zapier Team Fathom AI Clay Descript Biz Forecastr DocuSign / PandaDocs Ocoya Pro AdCreative.ai Pro Surfer SEO Predis.ai Intercom Notion / Dropbox Industry Software And counting... ??? WHERE ARE YOU?

The Frankenstein Stack

You don't need more software. You need a system.

StarterGrowthScale
Total Tools~12~2228+
Monthly Cost$100-150$800-1,500$3,000-6,000+
Logins to Manage10+20+30+
Data Silos5-612+20+
Manual Copy/PasteDailyHourlyConstantly
Who Manages ItThe ownerThe owner (barely)Nobody
PART 2

Practical AI
Today

How businesses are actually using it right now

How Businesses Use AI Right Now

How companies are putting AI to work today

61%

use AI to
optimize emails

56%

use AI for
customer service

55%

rely on AI for
personalization

53%

use AI to
improve production

52%

deploy AI
chatbots

You?

Your business could be next.
AI isn't just for big companies.

Start With The Problem, Not The Tool

Find your pain point first. The tool comes second.

If You're Struggling With...Look At This Type of Tool
Writing emails takes foreverAI Writing Assistants
Can't keep up with social mediaSocial Media Management
Missing leads after business hoursCustomer Service Chatbots
Spending hours on data entryDocument Processing + Automation
Leads falling through the cracksCRM + Sales Automation
Don't know which marketing worksAnalytics & Business Intelligence
Calendar is a messScheduling & Calendar AI
Financials unclear, making decisions blindFinancial Analysis & Reporting

How Your Team Sees AI

Everyone comes at this from a different angle

The Executive

"I keep hearing about AI, but nobody's shown me how it helps my specific business. That's great, but what does it do for me?"

The Manager

"I'm already stretched thin managing my team and putting out fires. Now you want me to learn another tool? I don't have time."

The Employee

"Every time the company brings in new technology, it means more work for me or someone loses their job. Why should this be any different?"

The Skeptic

"I've seen fads come and go. Blockchain was supposed to change everything too. I'll believe it when I see it work in my day-to-day."

How To Talk About AI At Each Level

Same technology, different conversation

To The Executive

AI doesn't replace your leadership—it replaces the broken systems that keep you trapped in operations instead of running your business.

To The Manager

AI takes the firefighting off your plate so you can manage your team instead of chasing spreadsheets, schedules, and status updates all day.

To The Employee

AI handles the repetitive stuff you hate doing so your job becomes the work you were actually hired to do.

To The Skeptic

Show them one small win. That's all it takes. One task that used to take an hour, done in five minutes. The proof is in the doing.

Better Prompts = Better Results

The difference between bad AI and good AI is how you ask

📦
USE THE RIGHT AI

Different tools for different tasks. Claude for writing, Perplexity for research, Canva for design.

📝
PROVIDE CONTEXT

Tell it who you are, what your business does, who the audience is. More context = better output.

👍
USE EXAMPLES

Show it what good looks like. Paste in an email you liked and say "write more like this."

SET CONSTRAINTS

Tone, format, length, what NOT to do. Boundaries make the output sharper.

Business Owners' Top AI Concerns

These concerns are valid. Here's how to think about them.

43%
Technology dependence
35%
Technical skills needed
33%
Workforce reduction
31%
Privacy concerns
30%
Misinformation risk

Source: Forbes Advisor

PART 3

Why Context Is
Everything

The data silo problem and why fragmented tools mean fragmented AI

The 4 Layers of AI Context

Better context in, better results out

KNOWLEDGE

What the AI was trained on. Its base understanding of the world, language, and information.

YOUR SITUATION

The specific context you provide. Your business, your customer, your problem.

YOUR INSTRUCTIONS

What you're asking the AI to do. The task, goal, or output you need.

YOUR GUARDRAILS

The boundaries and rules. Tone, format, length, what NOT to do.

The more layers you fill in, the smarter the AI becomes for YOUR business.

The Data Silo Problem

Why "Now with AI" isn't the same as "smart AI"

PRE 2022
  • 500 AI tools
  • Mostly specialized
  • Technical expertise required
POST 2022
  • 14,000+ AI tools
  • Every software: "Now with AI"
  • New tools launching daily
  • Every function has 20 options
FRAGMENTATION
  • Different software = data silos
  • Expensive to connect via APIs
  • AI only sees one piece of the puzzle
FRANKENSTEIN STACK
  • 20+ login screens
  • Every AI is a little different
  • High subscription costs
  • No AI has the full picture

One Sales Call. 14 Steps. 9 Tools.

Here's what happens when a sales rep closes a single deal using the Growth stack

  1. 1 Schedule the call → Calendly
  2. 2 Send calendar invite → Google Calendar
  3. 3 Join the meeting → Zoom
  4. 4 AI transcribes the call → Fathom AI
  5. 5 Copy transcript, draft follow-up → Claude / ChatGPT
  6. 6 Score and optimize the email → Lavender
  7. 7 Send the email → HubSpot CRM
  1. 8 Copy call notes into CRM → HubSpot
  2. 9 Create follow-up task → HubSpot
  3. 10 Update deal forecast → Google Sheets
  4. 11 Notify the team → Slack
  5. 12 Generate a proposal → Google Docs
  6. 13 Send for signature → Email PDF
  7. 14 Log the revenue → QuickBooks
Every step is a copy-paste or a tab switch. Nothing flows automatically.

Multiply that by 10-20 deals a month. The sales team spends more time managing tools than actually selling.

The Core Problem

If your data lives in 12 different tools,
your AI only knows 1/12th of your business.

🧩

Your CRM AI doesn't know your financials

🧩

Your marketing AI doesn't know your sales pipeline

🧩

Your scheduling AI doesn't know your project status

That's why getting your data into one place matters more than which AI tool you pick.

Your Employees Are Already Using AI

Whether you've given them permission or not

38.5%
Every day
46.2%
A few times a week
15.4%
Rarely / monthly

The question isn't whether your team uses AI. It's whether you have a policy around it—or whether they're putting your business data into tools you don't control.

Source: GoodFirms AI in the Workplace Survey

PART 4

How I Actually
Use AI

Real workflows, real results, from my actual business

AI Is A Turbo, Not A Replacement

It makes you faster. It doesn't replace your judgment.

📊
70% EFFECTIVE

AI gets you 70% of the way there. You add the last 30% that makes it yours.

EASIER TO TEST

Try 5 different approaches in the time it used to take to try one. Iterate faster.

🏎
FASTER BUSYWORK

Emails, reports, data entry, scheduling—the tasks you hate but have to do.

🔗
AUTOMATION

Things that happen the same way every time? Let AI handle the process.

My Daily AI Workflow

Four steps, every morning, before 8am

1
BRAIN DUMP

Sit down and pour your thoughts into AI. Everything on your mind, with as much context as you can give it.

2
PLAN

Ask AI how it would organize this. Review the plan. Revise it. Make it yours.

3
EXECUTE

Work through each phase. Check each summary to make sure it's accurate. Cycle until done.

4
QC

Ask AI how close the output was to the original plan. Catch what got missed. Adjust.

By 8am, my day is planned, tasks are organized, and I can focus on the actual work.

Stop Using AI Like Google

The biggest mistake people make with AI

How most people use it

"Find me a local restaurant"

How you should use it

"I'm taking my wife out for Valentine's dinner in Erie, CO. She loves seafood. We like upscale but not stuffy. Budget is $150."

Context is the difference between a generic answer and a useful one.

My Prompting Framework

Five steps that work every time

1
I tell AI what I want

The goal, the outcome, the end result I'm looking for

2
I ask AI how it would do it

Let it propose an approach before you commit

3
I review it

Does the plan make sense? Adjust before executing

4
I tell AI to do it

Execute the plan

5
I tell AI to check if it did it right

AI reviews its own work. Catches mistakes you'd miss.

LIVE DEMO

The Brain Dump

I type a stream of consciousness into my system. Here's what that actually looks like:

"ok so i need you to add to our task list for today - we need to create a doc so benjamin can build a system for the sales funnel and we need to include structure for leads from social media, networking, and referral tracking, the referrals are big for us...

i also got landscaping and hvac to sign, i need to transfer everything off their system, get payment done, and update the stripe payment for an extra 22...

i also need to make a presentation for the chamber on 2/19...

i have a new customer named contractor builds, he does construction, i told him i would rebuild his system for 499 plus 169per, he also does a rental business where he is looking to buy equipment and rent it to people..."

This is a real brain dump from my actual system. Messy, unstructured, stream of consciousness. Let's see what AI does with it.

AI OUTPUT

What AI Did With That

Landscaper & HVAC

  • • Collect payment
  • • Follow up with owner
  • • Update Stripe +$22

Contractor Builds

  • • New customer created
  • • Quote: $499 + $169/mo
  • • Upsell identified: rental tool
  • • Sean added as contributor

AI Presentation

  • • New document created
  • • Structure outlined
  • • CTAs planned

Sales Funnel

  • • Lead source structure built
  • • Referral tracking schema
  • • Pipeline stages defined

Email Follow-Up

  • • Erie Chamber list identified
  • • Premade email system found
  • • Send follow-ups queued

Contacts Organized

  • • 10 contacts updated
  • • Notepad info organized
  • • Tasks consolidated

The Results

From one brain dump. Less than 5 minutes of typing.

24
Records created or updated
1 hr
Time saved
0%
Information missed
10%
Wrong (from my lack of context)

6 new tasks • 10 contacts updated • 1 new quote • 1 new deal
1 upsell identified • 1 marketing effort queued • 2 documents created

And 40% of the output was additional information I wouldn't have entered manually. We don't want to admit it, but we're too busy to capture everything. The AI fills in what we skip.

More Real Prompts From My Day

The simpler the prompt, the more powerful the system behind it

MY PROMPT:

"ok what should I work on today"

AI RESPONSE:

Prioritized today's focus: collect payment (P0), create magazine ad (due Friday), prep AI presentation (due 2/19), quick wins list, and what to skip today.

MY PROMPT:

"put down that I need to call Katie from Injector, her contract ends 3/8 and I want her to renew"

AI RESPONSE:

Created task: schedule call. Set deadline before 3/8. Added action items: prepare renewal proposal, confirm terms, get signed agreement. Flagged as retention priority.

Notice: I'm talking to my system like I'd talk to an assistant. It understands because it has the full context of my business.

Signal vs. Noise

The best operators don't work harder. They spend more time on what actually matters.

SIGNAL

The work that actually moves the needle. Strategy, relationships, decisions, creative thinking.

NOISE

Everything else. Formatting slides, re-entering data, switching between tabs, fixing file compatibility issues.

Jobs, Musk, Bezos—the best operators are ruthless about cutting noise. AI lets the rest of us do the same thing.

REAL EXAMPLE: THIS PRESENTATION

The noise: Spend hours in Canva or PowerPoint. Wrestle with formatting, alignment, export settings. Email a 50MB file to the venue and hope it opens correctly on their system.

The signal: I gave AI my brand guide, my content, and my voice. It built the entire presentation as a website. Took out the filler. Matched our brand.

What I gained: Time to focus on the actual message. Plus benefits I didn't plan for—I can track who visits the link, I don't need to send files to venues, and it lives on our website permanently.

AI doesn't just do the task better. It frees you to think about what the task should actually be.

What Becomes Possible

When all of your data is in one place and AI can see the full picture

💬

Talk, Don't Click

Tell the AI to create, update, delete, or merge records. No forms. No navigation. Just say what you need.

🧠

Smart Answers

Ask questions and get answers that know your sales, your customers, your financials, your projects—all at once.

📋

Instant Organization

Dump unorganized information and get back actionable plans that are smart about your specific business.

🔍

Deal Reviews

Feed the AI your call logs, emails, and estimates. Get back honest analysis of why deals succeeded or failed.

🎓

Built-In Coaching

AI can review outgoing emails before they're sent. Like a constant training system with immediate feedback.

🌐

Connected APIs

Connect to other AI systems, payment processors, or any tool your business needs—all in one place.

The AI Landscape Is Shifting

Here's what's actually happening in the market right now

Every software company is slapping "Now with AI" on their product. That's creating dozens of disconnected AI agents that don't talk to each other.

Fragmented AI isn't smart AI. An AI that only sees your CRM doesn't know your financials. An AI that only sees your calendar doesn't know your projects.

The real power comes from AI that can see your entire operation. One system that understands all the pieces.

An AI that can actually update your system—not just chat in a text box—is a different category of tool entirely.

One More Thing

You might have noticed the formatting is a little off in places.

That's because I didn't make this presentation.

I prompted AI with my content, my brand guide, and my message. It built the entire thing. I never opened PowerPoint. I never opened Canva.

I didn't have to worry about formatting, colors, slide layouts, or any of that. I could focus entirely on the message.

That's two pieces of software—PowerPoint and Canva—that would each charge me a monthly fee. I just removed the need for both of them.

This is happening right now, right in front of you. This is not a far-out idea.

Questions?

If any of this resonated, I'm happy to chat. No pitch—just a conversation about what might work for your business.

🛠
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🎯
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(303) 951-9214

alex@PoweredByCatalyst.com

Alex Goff  •  Powered by Catalyst

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