[0:00]I've spent an embarrassingly uncomfortable amount of time testing AI tools. And what I've found is most of them are overhyped, but 10 days ago, I started experimenting with yet another one. And I finally have hope that the leverage that we're all after in terms of using AI is actually possible. For me, it's been pretty mind-blowing. So I'm cautiously optimistic, and I may be completely changing my tune on this in the next 30 days because of how fast things are moving. And I very rarely recommend anything in terms of a third-party software because most of them suck, but this I feel confident enough in saying, you might want to give this a shot. So in this video, I'm going to give you an overview of what this tool is, how it's built under the hood, what I understand its capabilities to be, what I've used it for so far, and I'm going to walk you through my actual conversations with this AI agent. And give you real examples of what I'm having it do and how it saves me an incredible amount of time, so that hopefully you can get some ideas on how to use it for your business and try it out if you want. And if you are a bulletproof boardroom member, I'm working on a version of this that you can literally drag and drop into your own AI agent and it automatically trains itself on everything that mine is trained on and stays up to date all the time. So as mine gets smarter, yours gets smarter. So, should be pretty cool. If you are new to the channel, my name is John Whiting. I've scaled three online businesses past seven figures. I sold one of them in 2019. I've worked with over a thousand online business owners, including some of the biggest names in the industry and my entire goal is to get online coaches to 50 to 100K a month in take-home profit, then take that profit, turn it into actual wealth in the bank account, so that one day coaching becomes optional. And if you want more videos to help you scale your online business in a way that does not completely suck, you can check out the rest of the channel. And just for context so you can see how this fits into our overall philosophy of how we help online businesses scale. I'm going to walk you through just our overall framework to show you where this fits in because this is just one piece of the puzzle, not the magic cure all. So we look at everything like a map. In order to navigate, we need to know exactly where we are, exactly where we want to go. The little blue line shows up just like on your iPhone and then we just follow that blue line. So the components of this, first we have the destination, where do we want to go? That is how do we want to live? How much is it going to cost to live that way? And then what is our number of wealth accumulation that we need in order to live that way into perpetuity, so that even if our coaching business completely tanks, we can still live our ideal lifestyle. And we need to have a very clear reason as to why we want to go there. Number two, there's the vehicle, which is the business. Number three is the GPS, which is your tracking system. Four is the speed, which is your monthly income. How fast are you going? And then there's the fuel efficiency, which is your profit margin and the effort that it takes to actually create that profit, and that's where this video is going to be focused is being efficient. Sure, it's going to help you with the other areas as well, but that's really where this particular tool and video is going to be. And then there's the driver, the mental performance. We want to make sure the driver is not drunk. And then there's the lifeline, who you're going to call AAA when things get screwy. So most coaches are reactive drivers, they don't know where they're trying to go, their vehicle's broken, they don't have a GPS. They have a really inconsistent speeds, if you've ever felt like this little squiggly guy on the little animation there. That's the sign of some mental drunkenness there, and very terrible efficiency. Driver is stressed and distracted, and who they hire to advise them is also in the same exact boat and that's why a lot of the biggest names in the industry come to me is because we help people get their shit together pretty much. So wealthy coaches are intentional. They have a clear and compelling destination. So like I talked about the freedom number, we have a whole tool that helps you reverse engineer that. Their vehicle is unbreakable. They have a clear and accurate GPS. That's why we set all of our clients up on the Teddy tracking system, so that we know exactly what we're doing, where we're going. Because the only way to make wise decisions is to become data driven. The only alternative is guessing. So again, I'm giving you this pre-frame because you can use the fanciest AI stuff in the world, but if you're not data driven and you don't know what bottleneck to have it focus on, you'll probably do what most coaches do and that is spend a whole lot of time thinking that you're automating and making things better and more productive, but the reality is you're probably working on the wrong bottleneck because you don't have accurate data and you're not reading your numbers and all that stuff. So, we don't want to guess, we want to know. Because every successful business makes decisions based on data, not emotion or their gut. So we want to go at a consistent speed that makes sense for you based on where you're trying to go and when you're trying to arrive there. And then we want to have high efficiency, which what I'm about to show you, will make it a lot more efficient for you. We want the driver to be focused and calm, and of course, whoever it is that you hire as a mentor or an advisor or a coach, you want them to be aware and alert and not mentally drunk and be data driven because that's what advisors are supposed to do in a business. So, if you don't have all seven of those components dialed in, you will get lost, frustrated, and never get to your destination. So, we install that whole protocol. We call it our bulletproof protocol inside our bulletproof boardroom, which is an advisory for six and seven figure online coaches where the focus is a business that runs itself. Peace of mind every day, and wealth growing every single month, and if you want more information on that, you just head on over to my Instagram and DM me the word bulletproof and there's a little automation that'll send you all the details on how that works and pricing and everything. I don't have any setters or closers are in there or, believe it or not, I don't have an AI chat bot. It's really actually me in there. I still believe in human to human connection and I don't do any sales calls anymore. We don't run that model. We're doing multiple six figures a month without a sales team and it's pretty amazing. And a big part of how we're doing that is this content and ads system that I've called the Propaganda Machine. You can check that out in the description if you want. Basically, how to get your content to replace your sales team, so that people warm themselves up and end up closing themselves. But I give you that whole pre-frame just to show you where this tool fits in because again, without context, this will just be another shiny object and you're going to waste a whole bunch of time unfortunately. So, I don't want that to happen to you. All right, so this tool is called Victor. It says not a tool, it's a hire. It connects to over 3,000 tools, does all sorts of cool stuff. And you can see here, it says real output, not just text. So yes, it actually builds stuff, PDFs, dashboard, web apps, basically anything that you can think of it will build. It says one message, all your tools. Yeah, I'm going to share with you what mine is connected to, but it literally actually has a memory that is actually good. So for me, in my experience, and maybe I've just been using all the other tools wrong, but I basically keep having to repeat myself. So here it says, never repeat yourself. It says every conversation makes Victor smarter about your business. It remembers what worked, what didn't and how you like things done. And I would give this about a nine out of 10, maybe a nine and a half out of 10. There's still some relatively aggressive training that I've had to give this thing, but it's really, really solid and their sales copy on the sales page is very on point. It says you've tried all the AI tools, yet the work is still there. I would say most everything on this sales page here is actually accurate. Now, my only team right now is me and a VA. And so I haven't really demoed what this is like with a huge team, because I like to run things very lean. But this thing really does an amazing job across the board. And it is pretty cool because you just add it into your Slack. So if you don't have Slack, it's worth getting Slack. That's where this thing lives, and then it just connects to all this other stuff. And it's pretty freaking amazing. And if you want a free demo here, $100 worth of credits included. I've included a link in the description. And just full transparency, when you sign up, I get like 10,000 credits or something like that.
[8:35]And so, and if you refer people, you get credits. So just letting you know. But hey, if you recommend it, people use it, you get free credits. Everybody wins. All right, so here's what I have mine connected to. I have it connected to like 30 different apps, and there's a list of apps that I use that it doesn't connect to unfortunately, so it's not like everything, but it's damn near everything. And what was wild is when I went to set this up, I'm like, hey, can you go through my Google Chrome and make a list of all of the softwares and stuff that I use and then create a spreadsheet that basically segments, here's what you use, here's what I'm able to connect to. And then I connected to them one by one, and then it automatically updated the Google sheet checking off boxes with conditional formatting, highlighting and graying out the row, so I could narrow down like what software do I use? Am I already connected? Do you have the connection available? And then it just kind of narrowed down the list and helped me set it up basically, which is really, really cool. And there was a couple softwares, for example, like NMI, we use NMI for our payment gateway. We use Easy Pay Direct. Shout out, Easy Pay Direct as a payment processor. Highly recommend. But there wasn't a native NMI API, and so I'm like, hey, can you build an API to connect to my NMI? And it was like, say no more fam, and it built it and it works. It actually works. So, uh, connects to active campaign, Calandly, YouTube Analytics, Jotform, Amazon, Google Drive, ClickUp, Google Calendar, Facebook, Instagram, Go High Level, Manychat, Hyros, Metro Cool, PandaDoc. It's pretty wild. So, going back into, uh, what can this do? It's way too much to to cover in this video. I'll do my best to keep giving ongoing updates and we'll be going pretty deep on this stuff, I think anyway. At our upcoming mastermind, April 15th through 17th for our bulletproof boardroom members, but here's how it's built. So it runs on Claude. And in the settings of this, you can select which model you want it to run on. I just default to Opus because it's the best as of right now, but you can do Sonic. I just want to make sure that my shit's very, very accurate. So I like the Opus, but it is about twice as expensive. It has its own workspace where it writes and runs code, stores memory, and builds things. It has a persistent memory. This is the biggest thing. It remembers everything. Every conversation, every preference, every file, every lesson it learns. So like I do a weekly boardroom call, I do initiation calls with my clients, there's circle activity with my clients, there's their onboarding form activity, there's the Instagram message DM history, there's their Cali, how many, you know, one-on-one calls have they booked with me? What did they say on those calls? It builds a profile, constantly keeps track of all of them at all times, so that when I need to interact with a client, for example, even now, when a client asks me a question in circle or something like that, it'll automatically basically save what their question is and constantly have a persistent list of subjects, frequently asked questions, that not only helps me serve my members better, but also helps me influence what I say in my marketing. So, we already went through what tools it can connect to, but it can generate images, create videos programmatically, fill out forms, edit spreadsheets, slide decks, it runs scheduled jobs. Jobs 24/7. Automations that fire on a schedule without me doing anything. So like all the little busy stuff that you do right now, it can probably handle. It cleaned up my entire email box and created all sorts of labels and rules. It's organizing my Google Drive, it's creating reminders and tasks for me. I have it loaded with both personal and business stuff as well, which as I scroll through the threads here in just a second of how I'm using it, you'll be able to see that. So, let me just do a walkthrough here, but I just wanted to show you like this literally created this YouTube video script for me. And it's also cross-referencing my YouTube channel. All of the transcripts from this YouTube channel and which ones have performed best. Cross-referencing that against which ones my clients referred to when they came to me into my Instagram DMs and was like, yo, I watched your video on like, for example, the last guy I just onboarded. He specifically said this video right here, did they lie to us about delegation? He's like, that was the one that kind of hooked me that got me to see kind of where I was screwing up on the delegation side of things. And so it takes that thing that that guy said on the Fireflies recording from that initiation call as an example, stores it as a memory, weighs that against whether or not that client is likely to be somebody who churns or whether they stay for a long time.
[13:25]And constantly builds the best client profile and the worst client profile based on all words across all platforms in live real time, weighs that against current market dynamics in this industry because I have it set to monitor certain people's social media to see what they're doing on an ongoing basis. There's certain friends and competitor channels and people that I learn from that I have an automatically scrape the transcripts from their YouTube video and build a skill and a knowledge base for different areas. Like I have one from, you know, marketing and ads and stuff like that. I even have one for that scrapes a couple channels for my golf game. So I actually just installed a golf simulator in our house. And, um, I loaded it with swing coaching. And I literally just dictate to it after or during a session and it logs like my best feels for my swing and stuff like that in live real time on an ongoing basis and it remembers all of it. And I'm sorry, I'm jumping around here a little bit, but like the scale of what this is capable of is tough to wrap your head around, to be honest with you. So here's what it thinks are the highlights of this whole thing. So churn analysis, so yeah, pulled my 107 clients, mapped payment history, circle activity, found five clear churn patterns, identified at risk clients before they asked to cancel, created a couple game plan PDFs for our clients that are unbelievable that I'll show you in just a second. Mocked up SLO funnels, we created an ad creative pipeline. Shout out to my good friend Jeremy Haynes. It's scraping his YouTube channel as well for keeping me up to date on I believe like he's one of my my ads mentors.
[15:14]So I just try to stay up to date on what he's doing and it just automatically scrapes his channel along with a couple other channels that I've got, maps implementation steps. And I created rules as well to where I have ideas. All I do is dictate to Victor. Like I'll just open my phone and just start voice to text. And I'll be like, hey, I have an idea. We need to build this, do this, do that, something, something, something, ramble, ramble, ramble. And it automatically puts that through a filter of basically whether or not this is something to execute on now. Weighs it against other priorities based on reading my company statistics in live real time and weighing that against all of my decision-making rules that up until this point have just been basically training in video form with rules that kind of live up here. But it reads them live real time and says, well, based on where you're at statistically, this goes here in the hierarchy of projects, but it stores it in that hierarchy of projects, so that when I go, hey, let's go back and look at all of the ideas that we've ever come up with. And we can see which ones are worth implementing, which ones are worth throwing away. And it does this on an ongoing basis in live real time. Now, I had to train it to do that to be very clear, like, I've spent lots of time going back and forth training this as if it was a new employee. And so, getting this out of the box, if you're not a bulletproof boardroom client, you'll have to train yours on all of that stuff. But if you are a bulletproof boardroom member, you'll be able to basically already have yours trained on all of that stuff. And literally things that used to take us maybe a week going back and forth with our clients, now literally take four minutes to do. It's ridiculous. So I showed one of my clients what I've been building. Oh, and by the way, Victor, all I did was screenshot this from my client Instagram DM thing. And Victor wrote this post, made this graphic based on my, it scanned my whole Instagram to get basically get my branding guide, it reverse engineered a branding guide. And then generated this into an image, highlighted the dude what the fuck part, and automatically posted this. All I did was screenshot and say, yo, we need to post this. And this is what happened. So, it says, and this isn't even done yet. What else could it possibly do? So I said to him, we had a one-on-one call and I'm like, look, after this one-on-one call processes, Victor's going to get a copy of our transcript, and during the actual call itself, what I did is I literally said, hey Victor, when you're reading this transcript, please execute on exactly what we're doing for Joey here. And as soon as that processed, Victor was like, hey, I'm going to execute on the shit you said. And so it built basically this very elaborate PDF that would have taken normally a week to like have my, like go tell my client, you got to do this, you got to do that. It's done. It's literally done with with literally image mockups and branding and everything that's perfectly tailored. And so I said my AI agent that I'm training and want to roll out to you guys, did this in three minutes. He's like, dude, what the fuck? That was my response as well. So here's every new idea gets stored against current business priorities, so I don't chase shiny objects. That was a thing that I built in where I was like, I don't want to get pulled off track like we talked about in the beginning of this video. I want to stay on track and I want to keep things very simple and lean. I'm going to have lots of ideas. I need you to filter them for me, but store them for later, but don't just execute on all the shit that I come up with because we'll have just a bunch of undone or incomplete projects. And there's certain priorities and a hierarchy of decision-making that I have it trained on as a filter for literally everything that I dictate to it. It takes it through that filter and weighs it against all of our decision-making rules. Specifically, also weighs it against what my life goals are, my freedom number, how we want to live, my lifestyle, my spending history. It literally weighs it against everything and I trained it to do that, to be clear. It doesn't automatically do that. But if you know what to train it on and what you need it to do, it will do it, and it will remember it quite well. So let's scroll through a couple of threads here because I've already kind of dictated over this. So I had it create this list of all of the things that I have it do. So it created these tabs, made it to where it matches my branding and color and stuff. The recurring automations trained capabilities and then the log of all the projects that we've done. I'll see if I can link this in the description as well for you. Um, but CEO daily recap. Circle reply drafter, auto drafts John's replies to board room members, pulls onboarding forms, charge inventory, client history, creates clickup tasks. So it basically like says, hey, this person asked you this. Here's what based on everything that I know about them and all your frameworks and everything that I'm trained on. Here's my suggestion of what you should come back with basically. Now, I of course alter it if I feel necessary and then I retrain it and be like, yo, that's this is what you thought I should say. Here's what I actually said and that retrains Victor on doing better next time basically. Now, I had to create some preliminary instructions to make sure that that feedback loop happened every single time because it's not perfect, but it's damn good. So, I have it automatically scrape all 44 meta advertising standards policy pages daily at 11am. Detects changes and alerts John with impact analysis. Whoa. Fucking amazing. Looks at my schedule and makes sure that we have travel buffer blocks and so like calls aren't being scheduled on my calendar if it says that I have to go somewhere. Like it accounts for drive time. I had it build a thing to where I can dictate it just through my phone without even opening Slack, scanning daily support inbox, scanning all of our calls and circle posts and stuff and Fireflies transcripts for board room calls for testimonial worthy quotes that we can just clip up and basically share kind of like these types of things. Right? So these is like this is detected from from Victor. Basically anything that you wanted to do. So it's trained on all of these capabilities that I've trained it on, email marketing, email SOP management, direct response copy, Propaganda Machine creatives, daily document posts, YouTube content engine. It's trained on all of this stuff. Image generation, video generation, circle reply drafting, client evaluation, maintenance, constantly updating my target avatar living document based on all sorts of parameters that we've now trained it on narrowing down like what is the activation point that what are the commonalities that get somebody to stick? What should I alter about my onboarding process, my marketing language to attract more of these people and less of these people? It reads all of my data. And I'm working on a thing to where we've been using like Teddy, for example, is built in Looker Studio, which is great to be very clear in terms of data accuracy. I'm still kind of not a thousand percent on Victor's capabilities just yet. Which is why I'm still defaulting to a little bit less sexy version, which is our current instance of Teddy, but we're probably going to be moving to a place to where all of our clients. Man, I have I have an amazing theory anyway of what I'm going to be able to do for my clients in terms of making it easy to go and basically pull retroactive data history as well as ongoing data. And build custom dashboards that I will also have transparency to effectively potentially rendering Teddy obsolete, but like I kind of knew that this eventually wasn't going to be like the forever thing. But it's still what I use and it's still like the one source that I trust.
[23:16]So, if you're a board room member, stay tuned, but keep using Teddy the way you've been using it. Again, the problem with a lot of this automation stuff is it removes your ability to like touch and feel and think with stuff. So that's kind of a downside of some of this stuff is it you it's easy to be like, Victor's got it covered. But if you don't know how to QA and fact check, like I still find errors in data. So you still got to know what you're doing. You can't just take its word for it, but it's damn good. I have it automatically every single transaction receipt that I get, it searches it. Converts to PDF and organizes in the Google Drive folder and I have it doing a retroactive receipt gathering. It's going to create here's all the transactions from your life, and then here's all the transactions from the business that we would need receipts for if we were to get audited. And then it'll log and copy and PDF and store in Google Drive all of the receipts that it has and then weigh that against what receipts are outstanding that it doesn't have an email for. And it'll tell me which platform to go into to download that. And it could even schedule the task for my VA to go into that platform and download those PDFs. It watches loom videos, by the way, which is wild. So I have a my golf swing journal. I got stuff in there with my wife. It does web browsing and scraping. You can basically give it any video URL. Like you could copy-paste the URL to this YouTube video right here and it'll transcribe it. It'll create a standard operating procedure. You could literally take this video and put it into Victor and be like, yo, all that bullshit that this dude said on that video. Can you train yourself on all that shit and then think of a bunch of more ideas that he didn't mention? And then train yourself on that and create skills for yourself and then go find who are the people that are the best at that. And then scrape their YouTube channel and find all their other resources and then train yourself on all of that shit on an ongoing basis. So I never have to ask about it again, and then you include all of that information in your decision-making process. And then it continues to build your decision-making process. Here's everything that we've done since day one. I said, I want a log of everything so that I can share this with my clients of everything that, you know, I had it do starting with day one. So this is where we set up the softwares. It wrote and created all of the fucking emails based on my historical emails that I've written in additional copyrighting rules to then make them better. Cleaned up my entire ClickUp. It literally like removed spaces, cleaned up, deleted, you know, 58 stale tasks from a former assistant's list. It preserved the history, archived all of her history, which was an ex assistant. Email receipt, custom API integrations. I have it nudge me because it in slack, it goes in threads. And so you can have infinite conversations going back and forth at once. And it replies in threads. So like here, yesterday, I said, based on everything that you know about me, my goals, my challenges, and all of that what other Victor users are doing. What should I have you be doing that I haven't even thought of yet that would be a complete game changer? I see there's monthly payment options. They go very high in terms of credit usage. So I'm just wondering like what are people using you for that cost so many credits or maybe that's the wrong question to ask entirely. So then it just basically replies. Sometimes it takes a minute to reply. I found this experience best on phone to where you can just basically, I don't know where the catchup option is here, but it'll basically like keep every reply it'll give you in the catchup option. And so it's like that it's better than scrolling through threads like this. So it's a good question. Looked at everything, your current setup, six things you're not doing that would move the needle hard. Here's where you're at. Here's the game changers that you haven't built yet. And then I just kind of you can voice note it back to it. It asks you to approve everything that it wants to do. So like it won't like go and buy shit or delete stuff without you clicking a button that says approve or reject. You know, based on my creatives and brand, can you define all the rules that my content must follow. Pulling this from everything, your ads, IG, emails, YouTube, carousels, coaching calls, voice fingerprint, the whole stack. Give me two minutes. Bulletproof entrepreneur, content rules. Every piece of content, all of it should follow these rules. Great, writing mechanics, content philosophy, avatar rules, visual brand, ad specific rules, hard knows, don't do these. There's there's so much. Like literally everything that you wish you had somebody who was a genius sitting next to you and you go like, hey, what do you think about this? Can you store that? Like this is this is it. It's it's pretty amazing. I have it trained on a lot of stuff. Yesterday, so I sent it a I I like Mumford and Sons. Like here's a stupid example, but like I said, I sent them, I got fed the thing on Spotify that was like, hey, there's a concert for our band you like. Awesome. And so I just shared it with Victor from Spotify to Slack and I said, I want to go to this. Here's what it came back with, want me to block it on your calendar and drop a ticket master link. Yep. And I said, also, can you see if they're going to be playing in their older stuff, like whatever album it was with Little Lion Man and I will wait for you. There was a concert they did at Red Rocks that's on YouTube years ago. That was really awesome. And I would just love to see them replicate that experience, but if they're going to be doing some new weird shit, then it might not be worth going. So you're good. They're playing a ton of the old stuff. Pulled from the recent set list. The Red Rocks concert you're thinking of is this. Here's the YouTube video link. Classics they're playing on this set list. The new album is this. They've leaned back into the banjo folk sound. This would absolutely give you the Road to Red Rocks experience. Want me to block August 7th on your account? Yep. Please and create a task for me to get tickets with the link to buy them. Cool, just need your approve. So I approved it. And this is just an example, right? And then there was a thing that I saw that somebody shared and I'm like, hey, this is a lot of stuff. Can you ingest this and the pieces most relevant to me and give me a short summary of what you thought was most relevant and why. So it's like anything as you're scrolling through social media. I'm like, hey, what do you think about this? Should I implement it? And it just weighs it against my decision-making. So it's like, you don't have to think as much and you just dump it all in here and it organizes it and remembers everything for you and stuff. It's pretty amazing. There's a lot that I haven't covered because quite frankly, there's so much that it would be like a four-hour video, but it literally reads and cross references everything.
[29:37]And I am just honestly pretty blown away. So I hope my enthusiasm is maybe enough for you to go and click the link in the description. I think it'll take you to this page. Just set it up, connect some stuff, ask it to do stuff, and if you're a bulletproof board remember, stay tuned. I'm in the, I'll just say finalish stages of packaging up everything that mine is trained on to be able to transfer to you. There's just some thought processes on what's the smartest way of doing this that Victor and I are going back and forth on while I'm still simultaneously automating and offloading stuff internally. So, I realized that that was a lot of fire hose. I hope it was not a complete shit show, but just try it, mess around with it. And if you want to see the entire blueprint of how we get our clients to 50 to 100K a month in take home profit, the whole blueprint, uh, you can check out this video right here. And, um, yeah, I'll see you over there in the next one. Cheers.
