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EP 15: How AI Can Help Streamline Client Communication and Project Proposals
Manage episode 424453368 series 3556296
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In this episode, Jenna Gaidusek discusses automating the client onboarding experience for interior designers (and other service based professions) using AI tools. She talks about using AI note-taking software like Fathom to record and transcribe client meetings, and then using custom-built GPTs to generate proposals based on the meeting transcripts. Jenna demonstrates how she uses Canva and Mydoma (www.mydomastudio.com/jenna) to create and send professional proposals to clients, and how she integrates the proposal process with her client portal for seamless project management.
AI tools like Fathom can automate note-taking during client meetings, saving time and improving communication.
Custom-built GPTs can generate proposals based on meeting transcripts, streamlining the proposal process.
Using tools like Canva and Mydoma, interior designers can create professional proposals and integrate them with their client portal for efficient project management.
Automating the client onboarding experience with AI can free up time for designers to focus on the creative aspects of their work.
Fathom- https://fathom.video/invite/6kDyJw (referral link)
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