Small win but also kinda interesting…
I switched from doing everything manually to using templates + AI for client onboarding (emails, questionnaires, etc.) and it literally cut my time in half.
BUT… I noticed if I rely too much on AI, the tone gets a bit generic.
Curious how are you guys balancing speed vs personalization? That’s where I’m still tweaking things.
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2 comments
Maya Dalton
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Small win but also kinda interesting…
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