Really great interview with Sara Grillo on how effective communication in your copy, marketing language and jargon can be a massive differentiator (or downfall).
Saying things like “Personal CFO”, “Boutique firm” and other terms that might make us feel good send the complete opposite signal.
Not something I’ve found XYPN members struggle with as much as my old B/D cohort, but I found her approach very refreshing and easy to listen to!
Thought I would share a really helpful automated task I've built in Claude Cowork to track conversion of new clients.
We have always tracked our new prospect data in Google Sheets, pretty basic manual setup. Source, location, status, time to close, etc.
Now when I update that data this dashboard will run updates weekly and output a massive analytical report to help us better understand our highest converting sources and highest revenue locations.
Shoot me a DM if you need any help!
Task namerefresh-prospect-dashboard
Schedule Every Monday at 7:06 AM (Eastern)
Next runIn 5 days
What it does Re-pulls Prospect Tracker → regenerates dashboard.html → updates the in-app artifact → notifies you with 3-line summary
Manage it"Scheduled" section in the Cowork sidebar