AI FOR BUSINESS STRATEGY & PLANNING

How to conduct AI-driven market research How to create How to develop an AI product/service roadmap Designing compelling AI-powered deliverables

HOW TO DO LEAD GENERATION AND LEAD QUALIFICATION FOR YOUR OR YOUR CLIENT’S BUSINESS

Understanding what a marketing funnel looks like How to nurture leads at different stages of the marketing funnel How to operate popular CRMs like Hubspot & Zoho, and even Wix How to deploy AI tools in the process How to implement WhatsApp and SMS in the context of funnel marketing How to deploy omnichannel marketing tools

CALENDAR MANAGEMENT, CLIENT INTERACTIONS AND DISCOVERY CALLS

How to get your potential clients to attend your 1:1 discovery calls How to generate powerful cold-emails and follow-ups, and to set up appointments What tools should you use for calendar management and client communication What to do in a discovery call so that clients accept your offer How to use tools like otter.ai and Descript to transcribe audio and video recordings without worrying about hiring expenses

HOW TO CREATE EMAIL CONTENT AND FUNNELS THAT NURTURE POTENTIAL CLIENTS

How to use software like ClickFunnel and other funnel software Identification of content that will drive conversions How to write high conversion emails - key patterns for your email funnel 7-day email funnel templates to book more discovery calls

AI FOR CLIENT DELIVERY & PROJECT MANAGEMENT

Collaborating with clients/teams using project management tools and AI Creating AI-generated project documentation and training to train your juniors Leveraging AI for client query handling and support How to automate routine tasks and workflows

HOW TO AUTOMATE BILLING AND RECOVERY

How to create an SOP for billing and recovery How to do follow-ups

AI FOR CLIENT ADVISORY & REVENUE GROWTH

Providing data-driven recommendations with AI analysis Building premium AI-powered consulting offerings Identifying upsell/cross-sell opportunities using AI Launching AI-driven marketing campaigns for new services

AI FOR FINANCE, REPORTING & COMPLIANCE

Forecasting financial metrics with machine learning models Setting up AI-powered MIS dashboards and reporting Ensuring regulatory compliance through AI monitoring Streamlining audits and due diligence with AI automation

AI FOR BRAND BUILDING

AI stack for your personal brand building Creating compelling content across channels with AI assistance Optimising content distribution and promotion using AI Building a personal brand leveraging AI tools Managing an AI-first freelance/agency presence

HOW TO CREATE EFFECTIVE BROCHURES

Creating a social media plan Building credibility Client testimonials Generating ideas for social media posts Editing answers, proofreading, grammar correction Transcribing recorded oral answers into written answers or even videos with captions Low-cost low-risk engagement offer Importance of your past portfolio

BUSINESS DEVELOPMENT ENGINE

How to write a weekly newsletter for your audience using AI as a co-pilot How to set up a video content generation engine for webinars and YT videos using AI tools like ChatGPT and Descript to multiply your credibility How to build a website using Wix, Notion & other AI How to set up a system that delivers your e-book How to create your first 7-day email funnel using AI as a co-pilot How to measure effectiveness of your funnel and optimise it for more conversions How to use Telegram, Whatsapp and SMS effectively to nurture relationships and bring more people in your network

Syllabus

Course Plan

Training program on Using AI for Business Growth for Finance & Compliance Professionals

Enrollment Closed