In this episode, we'll explore essential business tools with AI integration and how they can help you in your business. You'll also get practical advice on how to choose the right tools, ensuring they meet your needs, integrate seamlessly, and grow with you.

There is no denying that AI is shaking up the business world.

Increasingly, AI is integrated into our favourite tools, promising to save time, helping us make more insightful decisions, and tackle tasks more efficiently. Which is all fine and well, but it’s also easy to get lost in or intimidated by this new world.

From automating workflows to analysing data, in this episode, we explore AI powered features in business tools. More importantly, we also look at how they can help us do things smarter and faster.

BEST AI FEATURES IN ESSENTIAL BUSINESS TOOLS

• Project Management Tools: Essential for tracking projects, deadlines, and tasks. AI is enhancing productivity, and my favourite is Monday.com. Try a free 14-day trial at http://www.sandrajulian.co/monday.com to see why! 📅
• AI-Powered Communication Tools: ChatGPT drafts emails, creates social media content, and handles simple inquiries. Grammarly uses AI for smarter proofreading, ensuring polished, brand-aligned communication. ✉️ ✨
• Customer Relationship Management (CRM) Tools: AI-driven CRMs like HubSpot analyse client data, suggest follow-ups, personalise messages, and predict customer needs. 💼🤝
• Meeting Management Tools: Tools like Fathom record, transcribe, and summarise Zoom meetings. AI ensures you capture key points so you can focus on strategy. 🕒📋
• Financial Management Tools: AI in Xero or QuickBooks categorises transactions, forecasts cash flow, and offers insights to support informed decisions.💰📊
• Automation Tools: AI-powered Zapier or Make connect platforms and automate tasks, with AI suggesting workflows. 🛠️ 🤖
• Analytics Tools: AI in Google Analytics 4 predicts trends, monitors performance, and surfaces insights. 🎯📈

HOW TO CHOOSE THE RIGHT TOOLS FOR YOUR BUSINESS
Continue to read here at https://www.sandrajulian.co/podcast139

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You know that if you want different results, you have to do things differently! If you want to scale your business, increase your profits and crush your goals, your way, then private 1:1 Coaching (3 months) is for you. www.sandrajulian.co/coaching

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The Main Takeaway

Quarterly business plans are the bridge between your annual goals and daily tasks. They turn intentions into actionable steps that drive meaningful progress.

Ready to Make 2025 Your Best Year? Let’s Talk PLANNING 🚀

Planning isn’t tedious—it’s your secret weapon for achieving the “impossible.” Years ago, I avoided planning, consumed by client demands. Everything changed when I embraced structured planning. Now, I break my year into quarterly business plans, monthly tasks, and weekly progress tracking.

Here’s the magic formula: ACCOUNTABILITY + ACTION = SUCCESS! 🏆

Why You Need Quarterly Business Plans

1. Essential for Growth
   To achieve new results, you must shift your approach. Quarterly business plans connect long-term goals to daily actions, ensuring intentions lead to tangible results.
2. Consistency is Key
   Schedule quarterly planning sessions at the start of the year. Make these non-negotiable, dedicating four hours during the last or first week of each quarter.
3. Team Collaboration Matters
   Involve your team to gain insights, avoid blind spots, and align everyone with your goals.

The Four-Step Process for Creating a Quarterly Business Plan

1. Celebrate Wins
   Start with positivity by acknowledging achievements. 🎉
2. Make Adjustments
   Apply the KISS quadrant—Keep, Improve, Stop, Start—to refine processes and boost efficiency.
3. Reflect on the Previous Quarter
   Review what worked, what didn’t, and carry over tasks that align with your goals.
4. Plan the New Quarter
   Choose up to four focus areas and break them into monthly tasks with clear deadlines.

Stay Accountable to Your Plan

Turn your plan into actionable tasks with clear accountability. Use tools like Monday.com to track progress and keep on course.

Final Thoughts

Start simple and adapt as needed. Quarterly planning can set the foundation for an epic year, whether you’re a solo entrepreneur or managing a team. 🌟

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You can send me a message, question, feedback HERE

Work with me
Struggling to figure out what’s holding your business back? The Business Growth Snapshot dives into your marketing, sales, and delivery to uncover the roadblocks. You'll get a personalised video with clear steps to attract clients, boost profits, and grow. Grab yours at ​sandrajulian.co/snapshot

You know that if you want different results, you have to do things differently! If you want to scale your business, increase your profits and crush your goals, your way, then private 1:1 Coaching (3 months) is for you. www.sandrajulian.co/coaching

Website: www.sandrajulian.co
Instagram: www.instagram.com/sandrajulian.co
Facebook: www.facebook.com/sandrajulian.co
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The Main Takeaway Of This Episode: We discuss the five key ingredients that will help you plan for your best year in business yet. Each ingredient is a building block for success, and when combined, they create a solid foundation for scaling your business and enriching your life.

This time of the year, many of us have business growth on the brain.

But before we dive headfirst into goal-setting and planning for the year ahead, let’s hit pause for a second. 🚦

Because growth doesn’t just happen.

Rather, it’s something we create with intention and action. It starts with clarity about where you’ve been and where you’re going, and it flourishes when you align your actions with your values and your goals.

Skip setting the stage for business growth and you risk setting goals that don’t stick or don’t serve you. Before you know it, your goals end up like most of our New Year’s resolutions—dead and forgotten by the end of Jan. 🗑️

Which is exactly why today we’re going to set the stage for intentional growth.

By the end of this episode, you’ll have actionable steps to move into 2025 with clarity, focus, and momentum, ready to kick butt in your business.

Get your workbook here: sandrajulian.co/review

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Got a question you’d like me to answer on the podcast? Send to sandrajulian.co/askme

Work with me
Struggling to figure out what’s holding your business back? The Business Growth Snapshot dives into your marketing, sales, and delivery to uncover the roadblocks. You'll get a personalised video with clear steps to attract clients, boost profits, and grow. Grab yours at ​sandrajulian.co/snapshot

You know that if you want different results, you have to do things differently! If you want to scale your business, increase your profits and crush your goals, your way, then private 1:1 Coaching (3 months) is for you. www.sandrajulian.co/coaching

Website: www.sandrajulian.co
Instagram: www.instagram.com/sandrajulian.co
Facebook: www.facebook.com/sandrajulian.co
LinkedIn: www.linkedin.com/in/sandrajulian1
YouTube: www.youtube.com/@SandraJulian-Co
Pinterest: www.pinterest.com/sandrajulianco
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