Agentic AI for Small Business: $3.50 ROI Per $1 Invested with Grant McGaugh

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Ready to stop grinding and start scaling? We dive into a clear, no-fluff blueprint for using agentic AI to grow sales, improve margins, and reclaim your time. Instead of one-off prompts, you’ll learn how autonomous agents perceive context, plan multi-step workflows, make decisions, and execute tasks across your stack—then learn from outcomes to get better week after week.

We walk through the five domains where agents deliver immediate wins: customer support that resolves faster and cuts cost per ticket; lead generation that researches prospects and tailors outreach to lower CAC; marketing engines that ideate, create, test, and iterate across channels; back-office automation that reconciles books, tracks invoices, and manages inventory; and forecasting that sharpens demand, revenue, and cash flow accuracy. Along the way, we plug real numbers into the conversation—10x service cost reductions, 40–60% time-to-output cuts, and double-digit revenue lift—so you can benchmark your own progress with confidence.

Measurement is the unlock. You’ll get a compact KPI framework tied to the P&L: revenue growth rate, ROI per initiative, gross margin improvement, operating cash flow accuracy, CAC and lifetime value, time-to-output, error rates, cost per transaction, CSAT, and NPS. We also share practical guardrails to deploy safely: approvals, escalation paths, SOPs, and team training that make adoption stick. The human edge—strategy, empathy, and brand—stays at the center while agents handle the repetitive execution. If you’ve wondered how to leverage AI without losing what makes your business special, this is your roadmap.

Subscribe for more playbooks, share this with a founder who needs it, and leave a review to tell us which KPI you’ll track first.

Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com
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And don’t miss Grant McGaugh’s new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/

See you next time on Follow The Brand!

Episode Transcript

SPEAKER_01 (00:09):
What up, brand builders?

SPEAKER_00 (00:10):
This is Grant McGall, CEO of Five Star BDM.
I'm gonna welcome you to a veryspecial solo episode of the
Follow the Brand.
And it's gonna include myself,but I want to really get into
this subject because I thinkit's so important.
Now, as some of you may knowthis, some of you may not know

(00:32):
this, but I was named in 2025 asthe number three global thought
leader in personal brandbranding today by Thinkers360
for 2025.
So from 2024, I was around 32.
In 2025, I jumped all the way tonumber three, which is about 29

(00:57):
places in one year.
I think that's pretty, pretty,pretty good.
And I want to share with yousome of the secrets of how I did
that, some things you can applyin your own personal brand,
whether that personal brand isfor career development or
business development, it's veryimportant.
Understand you do have apersonal brand, and whether you

(01:19):
want to be intentional about itor not is so important.
And I want to really leveragethis around uh from a platform
perspective to talk about AI andagentic AI.
So for important people talkabout AI agents, I think it's
very important.
So this wasn't about workingharder, it wasn't about putting

(01:41):
in the more hours, but it wastalking about working smarter by
leveraging the most powerfultechnology that's been a
transformation and a changeagent since the internet itself.
So we want to talk aboutsomething that's either going to

(02:03):
make you a fortune or leave youin the proverbial dust.
Because if you're not utilizingthese new platform in one way or
another, you're gonna be behind.
It's almost like saying, hey,I'm not gonna use the internet.
Well, if you don't use theinternet, especially by now,
you're definitely in the dust,right?

(02:24):
It's very, very important tounderstand that this platform is
not going to where it's gonnaget even bigger and better and
be a part of the businesscommunity as well as all other
parts of society in one way oranother.
So I don't want to say that toscare you.
I just say it because the datathat we have right now is

(02:45):
screaming right at us in thisway.
So for this particular episode,I'm gonna give you a complete
blueprint for leveraging EgypticAI to transform your small
business.
So this is kind of stuff we'regonna be doing in the Omaha,
Nebraska area pretty soon.

(03:05):
And then obviously, my othermarkets in Miami and South
Florida, and also in St.
Croix, Virginia Islands, wherewe're gonna have some online
retreats and also in-personretreats on the island.
I think that's gonna be verygood.
So this is not about fluff, thisis definitely not about just
theory, but these are actionablestrategies that are creating
real results right now.

(03:30):
And I know for me, especiallyright, because all this is very
still fairly, fairly new for alot of people.
You can remember when AI cameout, this is 2025 year really
got smoking around the end of2022, end of 23.
We're only two years in, andthis has really grown.
Agentic AI is just coming reallyinto its own in 2025.

(03:50):
It's still fairly new, it'sstill in its infancy, and we're
gonna talk about what this is ahuge game changer, especially
for small business.
And if you get on get adept,adept at utilizing this tool
set, you are going to be part ofsomething special.
So, not just AI, but we've allbeen kind of using Chat GPT to

(04:11):
write emails and create contact.
But we are talking about a gitAI in this episode, an AI that
doesn't just respond to yourprompts, but actually thinks, it
actually plans, and it canexecute entire workflows on your

(04:33):
behalf.
Let that sink in.
So, through our particular AIaccelerator programs at Five
Star BDM and our partnershipswith organizations like the
BizHack Academy and ICABA, uhWorldwide Network, we are
helping minority-ownedbusinesses and entrepreneurs.

(04:57):
And this is specific for Northand South Omaha with our BizHack
Academy and across the country,access to these same tools for a
purpose.
That is to grow sales, that isto grow revenue.
Usually these are the twobiggest problems in small
business because if you're notgrowing in sales, you're not
growing in revenue, you're notgrowing your business.

(05:19):
And these are the reasons whyyou go out of business.
And we know that statistically,that 50% of all small businesses
go out of business within fiveyears.
So we've got to get sticky atthis point, particular point in
time.
These are the types of toolsthat you can be using that are
available now in 14,500companies, and they have

(05:42):
million-dollar budgets.
You can do these types of thingson a three-figure budget.
I mean, talking about less than$1,000, you can really start
generating enormous amounts ofrevenue if you deploy it
correctly.
And here's what you need tounderstand.
According to McKenzie's latestresearcher from this particular

(06:05):
year, 88% of organizations arenow regularly using artificial
intelligence.
But here's the real kicker Only23% are actually scaling agentic
AI systems that deliver realbusiness impact.

(06:28):
So where do we sit right now?
If only 23% of these systems areactually in use right now, we
need to let that sink in.
Where can we begin to play inthis world with these tools?
And this should really get you aadoption among small businesses

(06:51):
surged at 72% in just the lasttwo years.
Now that's not gradual growth,that is explosive growth,
explosive adoption, and 82% ofsmall business owners now

(07:12):
believe that AI adoption isessential to stay competitive.
Not helpful, not nice to have,essential.
That's a complete mindset shiftfrom what's happening right now
in our market, our market righthere, especially where I'm

(07:35):
standing in Omaha, Nebraska.
Very, very, very important.
And let me hit you with somemore numbers that should wake
you up, right?
And that's the global agentic AImarket is exploding as well.
From I think it was like 5.2billion in 2024 to a projected

(07:59):
196 billion dollar market by2020 or 2034, I would say.
That is a huge growth.
That's a 43%, maybe even 43.8%compound annual growth rate.
That's enormous.
So small businesses using AIright now are reporting 91%, 91%

(08:26):
saying it boosts their revenue.
So anybody that's deploying agentic AI into the business
model right now are seeing a100x almost percentage of
growth.
So for every dollar you'respending, you're getting$2 out.
Pretty much.
That's not a bad investment,right?

Here's the competitive reality: 69% of businesses feel pressured (08:45):
undefined
to adopt AI just to keep up,just to keep up with their
competitors, not to get ahead,just to keep up.
So in the enterprise world,using AI agents are seeing

(09:07):
efficiency gains of about 50% orso.
And they they are in customerservice, they are in sales, and
also in HR human um res HR humanrelations operations for the
most part.
So that's kind of where this isgoing.
You're starting to see theadoption that just like from the

(09:28):
Microsoft tool set or or orsuite of products with your
PowerPoint, your Word, yourExcel, they're all ahead of
adopting.
If you don't know these things,you can't work over the Google
Suite, right?
This is where AI is going.
And I think AI is going to be inthis model.
You've got to learn these thingseither now or you will
definitely know them in thefuture.

(09:48):
And if you learn them now,you're going to be more valuable
all the way around, either as anemployee or a business owner.
Very, very important.
So it's about having the rightkind of AI doing the right kind
of work in your world.
And that's where agent AIreally, really, really comes in.

(10:10):
Now, for a lot of us, especiallyif you're listening to me right
now, I would say you're now atthat inflection point, right?
Right.
What is what do I mean by thatinflection point?
Just like when websites wentfrom nice to have, oh, that's
really nice, to a must-have,especially in the late 1990s,

(10:30):
because you had to have anonline presence.
If you don't have an onlinepresence of your business,
you're pretty much not inbusiness, right?
Just like when social media wentfrom experimental to essential
in the 2000s.
Think of the Facebooks of theworld.
They only came out in 2009 andthey've ballooned in the last
you know 15 years, uh, alongwith a lot of other digital

(10:54):
companies that were able to ridethe internet wave.
So this Egyptian AI is this nextwave of artificial intelligence,
and it's not coming, it'salready here, right?
Already here.
So the question should be it'sno longer should I adopt AI.

(11:16):
The true question is, howquickly can I implement it
before my competition does?
Let me say that again.
You're a small business owner,you're thinking about what I'm
talking about, why you should bein this AI business accelerator,
especially if you're not AIproficient right now.
You got to start thinking likethis.
This is very important.

(11:36):
How quickly can I implement itbefore my competition does?
Speed to market is everything,right?
So right now I've got about 237,238 or so um podcast interviews,
right?
And I've interviewed a lot ofpeople from C-suite healthcare

(11:58):
executives to a lot of technicalfounders or tech founders, from
real estate moguls to personalbranding experts.
And you know what they all havein common right now.
They're all asking the samequestion: How do I leverage AI
without losing what makes mybusiness special or what makes

(12:21):
me special?
Right?
That's what we're solving today.
Because the truth is AI isn'tgoing to replace entrepreneurs,
but entrepreneurs who use AI aregoing to replace those who do
not.
And I'm going to make sureyou're in this first wave, this

(12:43):
first group.
I want to make sure you're onplane for this next wave of
technological advancement, thatyou're ready for what's
happening.
This is very, very, veryimportant.
So here's what we're going tocover in the next 30 minutes or
so.
So I want you to settle in.
I want you to get ready.
I want you to take out your penand pencil.

(13:04):
I want you to make sure that yourecord this or you make sure
that you can replay it andreally tune into this and where
you're at right now, yourcurrent state, and you want what
do you want your future state tolook like?
And understanding if AI is not apart of that that that growth
plan that you have, especiallygoing into 2026, you got to

(13:25):
rethink this, right?
So we're going to break downexactly what agentic AI is and
why it's different from the AIor artificial intelligence or
large language model, right,that you've been hearing about
or using.
Secondly, I'm going to give youthe exact KPI key performance

(13:45):
indicator framework thathigh-growth businesses are using
to measure their AItransformation.
And third, I'm going to walk youthrough a practical
implementation roadmap that youcan start executing today, not

(14:06):
next quarter, not next year, buttoday.
And finally, I'm going to showyou how this ties into your
personal brand, my favoritesubject, and why building your
brand has never been moreimportant than it is right now
in this AI era.
So I think this is very, veryimportant.

(14:26):
So whether you are running asolo consulting practice, or you
just have a 10-person business,or you have a 50 employee
business in your operation, thisepisode is going to change how
you think about your businessbecause the future isn't about
working harder, it's aboutbuilding smarter systems that

(14:51):
work for you.
We are now moving from theinformation technology age into
the intelligent informationtechnology age, right?
And I'm going to put anotherspin on that, what I call the
human artificial intelligenceage.
The merging of humanintelligence with AI is going to

(15:13):
dramatically shift and changethe ecosystem of business,
whether it's an entrepreneurialor as a career development as
you move forward in life.
So let's get ready.
Let's go ahead and dive in onsome of the things I just I just
kind of laid out for you.
So let's talk about what agentic AI actually is, because

(15:38):
I'm betting most of you haveheard the term, but you aren't
quite sure what separates itfrom your regular AI, you know,
your chat GPTs, your clouds,your perplexities, and the like.
You know, what is thedifference?
So I want you to think aboutinjective AI this way, right?
Right.

(15:58):
So you know you can use yourchat GPT to write an email, you
can create a social media post,or you can put together and put
together a draft or a proposal.
That's great.
That's generative AI, worksvery, very well.
And a lot of people are adoptingit like this.
Is great.
You just give it a prompt and itgives you an output.
One and done, basically.

(16:19):
No, you got to engineer it, yougot to play with it.
You might have somereiterations, but eventually you
get to where you want it to getto, and you put it out there,
which is very powerful.
But that of itself is just thebeginning of artificial
intelligence.
Agentic AI takes it to anentirely different level.

(16:44):
Instead of just responding toprompts, agentic systems, they
can, number one, they canperceive their environment and
they can understand context.
That's super important.

So think about this (17:02):
like in in what I call the uh the perceived
platforms today, you have dataat the bottom, you have
information.
That's really what LLM's thelarge language model.
They have data and information,and then at the above that you
have context, that's appliedknowledge.
That's what human beings really,really accelerate, applied

(17:23):
knowledge, and then you havewisdom, the understanding of
that applied knowledge, right?
How you can innovate and movethings further.
So if we start thinking aboutthese machines, number one, they
can perceive, and then a gentleAI machine, they can perceive
their environment and understandcontext.
What is number two?
They can plan, can plan multiplestep workflows to achieve a

(17:48):
specific goal.
That's huge.
And number three, they can makeautonomous decisions, it can
make decisions of itself basedon that plan.
And number four, they canexecute that action in the real
world, booking appointments,sending the emails, updating the

(18:10):
databases.
And number five, they can learnfrom the results and that change
their approach without any humanin the loop interference.
Game changing, game changing,right?
So let me give you a concreteexample from our this is our AI

(18:33):
accelerator uh program when itstarts talking about agentics.
Now, this is a little bit moreadvanced, and we have basic and
we have advanced, right?
And we'll get into that advancedworld for people that are really
looking at, but I want to bringthis out because this is moving
so fast that we cannot negatewhat's really going to be taking
place, especially in 2026 aroundagency AI systems.

(18:56):
So let's just say you're runninga small business, right?
A traditional AI might help youdraft a proposal when you ask it
to do that, right?
We talked about that.
But an agentic AI system, it canmonitor, you know, you're
running in HubSpot or you're inyour mail champ, or whatever
you're using for CRM, thecustomer relations management,

(19:18):
your CRM database for your newleads, right?
The research, the research youhave about the company or the
industry, it can draft acustomized proposal based on
that specific need.
It can schedule a follow-upmeeting that works for both
calendars because it's readingit, and send personalized emails

(19:40):
over the next two weeks withoutyou doing anything, right?
It can analyze which of thoseproposals are winning so it can
start to adjust, so it canimprove in the future.
Game changing.
Very much a game changer.
That's a huge difference.
Remember, all this is happeningautomatically without you doing

(20:01):
anything, while you're sleeping,while you're with your clients
doing human-to-humaninteraction, right?
While you're focused on the highvalue work that only you can do,
that's that's the goal.
That's the difference.

(20:22):
Of the blocking and tackling, ofsending out communication
messages, right?
Or developing communicationmessages.
What if you took all that offyour plane and it's
automatically be being done byan agentic AI system at such
scale and precision and fidelitythat the other human on the side

(20:42):
can't tell the differencebetween you and your AI or your
agentic AI um avatar?
Let's just say what that may be.
Let that think in, let that sinkall the way into what I'm
talking about.
This is huge.
Right.
So let's talk about structure oreducation, how you're gonna how

(21:05):
you're gonna understand this,right?
How you're gonna understandwhere you we are right now, what
you need to understand, and thethree waves of AI transformation
that businesses areexperiencing, right?
So wave one is automation AI.

(21:28):
Using the AI to automaterepetitive tasks.
We're talking about writing theemails, we're scheduling their
posts, we're generating theirreports.
This is where most businessesare stuck right now.
This is kind of where they'reat.
It saves the time, but itdoesn't really transform your

(21:48):
business model, right?
Just speeds things up just alittle bit.
This wave two is calledaugmentation AI, um augmentation
artificial intelligence.
You're using AI to enhance humandecision making.

(22:09):
Using the AI to enhance humandecision making.
This is where AI analyzes yourdata, it spots the patterns, it
gives you insights to makebetter decisions faster.
And it's super powerful.
And this is where the highperformers right now are playing

(22:30):
in.
Huge, huge.

(22:52):
This is where the realtransformation happens.
This is where you go from beingan entrepreneur trading time for
money to being a business ownerbuilding scalable systems.
Very super important.
So we start talking about thefuture.
This is what right now theresearch is telling us as we go

(23:16):
into 2026, but as by 2028, justtwo years from now, 33% of
enterprise software will haveagentic AI capabilities.
Up from less than 1% right now,less than 1% right now, that was
in 2024, to over 33% of thisenterprise software is gonna

(23:41):
have agentic AI.
So if you're don't, if you'refirst of all not versed to it,
you don't understand how it whatit does or how it can enhance
your business, that's gonna be amajor problem.
But then you have to implementit because in two, three years,
your entire competitive fabricand the market that you're
looking to influence will beagentic AI enabled.
Right?

(24:01):
Right?
So that's a 33% increase in justa couple of years.
So, so what does that look likereally like in practice?
He's like, well, how does thataffect my business?
Let's let's take a look at thatfrom a five, um, and I think I
think about five use cases wecan talk about with some real
numbers as we go, you know, moveforward.

(24:23):
First of all, we're talkingabout customer service and CS,
or we call it customer support.
So I want you to imagine with mehaving an AI agent that handles
the first three tiers of acustomer support or what we call
answering the questions, you'retroubleshooting the problems, or

(24:46):
you're you're processing therefunds, let's say.
And you're only escalating, Iwould say, only complex issues
to your team.
Now, in this particular case,we're talking about a bank.
You know, there's a bank that'susing AI agents.
You might start to notice thatas you start to interact,

(25:06):
interact with some of these uhlarge, larger um entities, like
banks and retail and things likethat.
So they're using the AI agentsand they're reducing their
customer service cost by 10x.
I want you to really understandwhat I'm saying.
It's like I can either paysomeone$15,$20 an hour to do

(25:29):
this, you know, that firsttriage of work, or I could pay
basically a machine to do it formaybe less than a dollar an
hour.
That's a no-brainer.
What do you think the businessis going to do?
They're definitely going to cuttheir costs by 10x.
It's very, very important aboutwhere that where you sit in that

(25:52):
model.
But that's that is in reallyinteresting, you know, the
financial picture.
But the customer satisfactionactually improved.
People like, well, customersatisfaction actually improved.
The big question is, why didthat happen?
Because no one likes justtalking to the machine.
Well, you know, how is thathuman interaction taken off the

(26:13):
plate?
How does that actually improvethe customer satisfaction world?
Because resolution times droppedas far as getting your problem
solved by 68%.
That's why.
That's beauty.
So if I'm solving the problemthat you called up for or you

(26:34):
interacted with, or your chatbotby 68%, and my cost has dropped,
you know, by 10x, what do youthink is gonna happen?
Right?
And and I want you to understandthis.
Over a third of the consumerssay they'd rather interact with
an AI agent if it means nothaving to repeat themselves over

(26:57):
and over and over to multiplepeople that don't understand
their problem and not giving theresolution what they want.
So fast service with nofriction, that's exactly what
your customer wants.
Who would not want that?
If you get the resolution thatyou're wanting, why not do that?

(27:18):
So that's the first case.
We're talking about leadgeneration, right?
And an Egyptian AI can qualifyyour leads, right?
They can research yourprospects, people that you want
to influence to consume yourproduct or your service, and

(27:38):
personalize your particularoutreach and schedule discovery
calls, even follow it based onthe prospect behavior.
So it's not gonna be the samething to everybody, it's not
that swipted.
It actually is being very, veryflexible on what it can do.
So when you start thinking aboutthis, you gotta say, well, what

(27:58):
are the numbers, you know,around that?
You know, what was the financialimpact that we're talking about?
So in this particular case,because I am in the brand new
world and I know aboutmarketing.
So I know a marketing companythat's you know what, we're
gonna go into this AI world andsee agentic AI world and see
what this is going to look like.

(28:19):
So they invested, you know,about ten thousand dollars for
them, and this is a pretty bigcompany, you know, national, and
an AI email automation.
You know, so what is the result?
Let's take this 10 grand, let'sgo ahead and throw it at it, see
what we get back.
And they generated about of that10 grand, about$50,000 in net

(28:41):
new sales while saving another$10,000 in their total overall
cost, right?
What we call that in our worldis a 500% return on investment.
500% all.

(29:33):
That's a 35% improvement in thetime efficiency.
Efficiency is is is huge whenyou start thinking how to deploy
AI, what it can do for me.
There are two things, and I saythis a lot, a lot of my shows.
I always talk about these twothings that technology does that
uh uh better than any from ahuman standpoint.
Um, better.

(29:54):
And that is first,communication, the modalities of
communication, right?
Right.
And then speed, how fast it cando those types of transactions.
So if you can get speed tomarket, you need to speed
something up in your world andyou need to communicate better
in your world.

(30:14):
You can deploy Tintec AI in thatworld.
And what you're going to seeacross the board is about 80% of
the businesses that right noware using AI in marketing or
their sales, they're reportingabout I think about a 40% rate

(30:35):
jump in 20% or more of thethings that they're doing.
I think that that's prettyawesome, you know, and the
things that they're able toaccomplish in their world.
So I want you to start thinkingabout am I going to save money?
Am I going to save time?
And am I going to communicatebetter in the world I am?

(30:56):
So in this use case numberthree, we're talking about
marketing and the contentcreation.
Because everybody knows you likeAI in this world, content
creation is huge.
That's text, that's uh um audio,that's video, right?
And the likeness that's goingout there and the creativity
that's going out there, theamount of content you can create
from the blog posts to managingall these social media campaigns

(31:19):
to optimizing and your spanacross all these platforms to
know them ahead of time.
And all of these are runningbased on performance data, you
know, and it's running 24-7,depending on what it is that
you're doing.
So, in this particular example,it's a business owner that's
using uh Shopify.

(31:40):
Uh, that was their platform,right?
Retail.
And um, they used an AI assistedto auto-generate marketing
content, those campaign ideas,performance reports.
And what it did, it enabled themto better, they had better
data-driven decisions with farless effort.

(32:03):
That's huge, right?
Right by utilizing these agenticAI models.
And in my number four case, whenit comes to the operation and
workflow management, think aboutall the administrative tasks
that you that you know just eatsup your entire day, the
scheduling, the invoicing, theexpense tracking, the report
generation, all that back-inwork.

(32:23):
And if you're in healthcare,think about all that time you're
sitting there inputting all thisinformation into an EHR system,
that goes away.
If you took all that out of yourday, how much time is that
giving back to you?
Remember what I said earlier.
If you can get, if you cancontrol your time, you can speed
up certain things, control time,and then you can also

(32:44):
communicate at scale, you getmore time back in your day,
right?
And so if a gentic AI can ownthose entire workflows, that is
going to help you uh uh a lot.
And that's when getting lookingat operations, you want to look
at your workflow management.
And we've had some people,especially I got friends over in

(33:06):
other parts of the uh the world,uh in Europe, uh, some of them
are right in the lower Europe,you know, Afghanistan, Pakistan,
India, world, right?
They've had some cafes out thereuh because they're utilizing
these systems already, right?
And they have AI inventory, uh,I'm gonna say AI inventory

(33:26):
systems that automatically willmonitor the stock level, what
you have, and flag the waste,right?
In that system.
This is just a small cafe.
So, what's the result of that?
They were able to cut theirinventory waste by about 12%.
What does that result infinancially, right?
That's the you know, what is thelanguage of business is finance.

(33:48):
So, what was that in finance?
They're saving thousands ofdollars a year by just doing
that, just that one thing.
So they were able to cut thewaste and being able to
automatically monitor theirstock level, they're getting all
that money back and they canutilize it in a different way.
We've seen a I have, I thinkover in um I think it was over

(34:10):
in uh Turkey.
Uh, they're using QuickBooks,you know, Agentic AI for their
bookkeeping.
And a lot of people useQuickBooks.
I use QuickBooks.
You know, this is important.
So the AI will automaticallycategorize the expense, it'll
reconcile the transactions, andit'll even follow up on all the

(34:30):
overdue invoices.
Not only that, think about this.
It's gonna clean up your booksautomatically, it's gonna show
you the healthier cash flow thatyou have, and hours of all that
manual data, like right now,we're going into the end of the
year, goes away.
All that time that you got to goback to look at all these done,
already done for you, reported,and it's very, very accurate.

(34:54):
We're also seeing a lot of theseIT departments right now,
they're using AI agents fortheir technology because some of
its legacy, so it's older 79.
Now they need to modernize allthis tech, and they're seeing
productivity gains of around40%.
These are huge, real numbers ofwhat you can do to deploy these
agentic AI models into yourbusiness to take out all the

(35:18):
excess time.
So you get an efficiency gain,and automatically is going to
result in the financial modelthat you're gonna have, and you
can do more with less.
We hear that all the time,especially in healthcare, right?
So we're getting excited.
I know I'm getting excited abouthow I can do this.
So if you need an agentic AIthat can monitor your industry,

(35:40):
that can track your competitors,can analyze your market trends,
can deliver strategic insightsthat can now inform all your
decision making.
Think about that.
And it can cut your forecastingerrors.
We hear about that all the timein sales forecasts.

(36:02):
What's your forecast?
Think about that.
If the AI can cut yourforecasting error by other 50%,
I want you to think about that.
Your predictions for demand,revenue, cash flow, all of it
becomes far more accurate thanever before.

(36:25):
So companies that are using AIfor demand forecasting right
now, right now, they're alreadyseeing about a 20% higher
revenue and about 15% lowerinventory cost on average by
deploying addented AI into theirinto their system, into their
business operations, right?

(36:46):
Not even just customer facing,just in the back end business
operations, you can drive allthat cost out of your business
and utilize the profits to growto do other things that you
really, really want to do.
That's very powerful by havingthe right product at the right
time for your consumers.

(37:10):
Now, they're also doing this inother worlds.
You know, I know that we havepeople in Paris also in London.
Now they have one of my clients,they already have an AI
assistant, right?
They manage the AI assistantwill manage the inventory,
they'll deal with the suppliers,they'll personalize all the
outreach in multiple languages.
Everybody knows in Europeeverybody speaks a different

(37:31):
language.
That's going from state tostate, it's country to country.
And so this is going to do thisin multiple languages, and it
handles all the shippinglogistics.
So, what does she have to do?
She's working out on this smalllittle boutique.
Um, I think she has an art,she's doing art.
Yeah, she has a little boutiqueover there, and she focuses all

(37:54):
her time now on the design andthe strategy and the thing that
only she can do.
She doesn't have to worry abouthow the business operates.
This is one of the biggestproblems you see in small
business.
They're very good technically inwhat they know how to do, right?
They're experts in what theyknow to do.
What they're not usually expertsin is finance and business
operations.
It's like I didn't learn allthat stuff.

(38:15):
I got to learn all that stuff.
It's it's kind of hard, or youhave to consult out for a lot of
that.
So it's more expense.
So if you're gonna automate alot of that finance, a lot of
that business operationyourself, that is going to help
you a lot, right?
So you can also utilize thesetools for inquiries, price now,
just the quotes themselvesaccurately.

(38:37):
You can manage all your supplychain, what that's going to look
like.
And again, you can expand andgrow in other ways and think
about where can we what we cando next.
And now you're growing, you'rein growth mode at this point.
So you're just not holding theline, right?
You are actually growing.
And these aren't tech companies,these are just traditional

(38:57):
businesses, just like yourself,just like your mom and pops in
every corner of the UnitedStates, right?
And they're using AI to competeand they're using AI to grow.
Now, we're gonna keep movingthis forward because I want you
to really take a sip of waterand think about what I'm talking
about.
This is a fundamental shift ingo-to-market business strategy

(39:21):
going into 2026.

SPEAKER_01 (39:28):
Right?

SPEAKER_00 (39:30):
So we know, and I'll at least I'll share with you,
the numbers right now show thatabout 66% of small businesses
are either using orexperimenting with AI tools
right now.
That's what they should be.
I hope you're in that number.
But here's the distinctiongrowing businesses are leading

(39:52):
adoption at about 83%, whiledeclining businesses are at a
much lower rate.
Right?
I want you to make sure you getthe 78% of growing small
businesses plan to increasetheir AI investment next year

(40:12):
versus only 55% of theirdeclining peers.
So, like, what does that tellyou?
That means the people that aredeploying AI and their business
are growing.
The people that are not are areeither going out of business or
they just have no growth rate atall.
It should tell you something,and there's a huge gap between

(40:33):
winners and losers, and it'sonly getting bigger.
And that's why we're doing theAI business accelerator.
We don't want to be on that onthat train going to nowhere.
We want to be on that planegoing to somewhere, right?
And the businesses that embraceagentic AI are even growing even
faster, and they're operatingmore efficiently and they're
capturing a lot more marketshare than those who don't, or

(40:57):
they're just on the fence aboutwhat this is starting to look
like, right?
But I get it.
Some people are like, wow, thatsounds all great.
These are great examples.
You're not showing meeverything, you know.
No, all this sounds great, buthow can I trust the AI to truly
run my business?
That's important.
I already asked that question.

(41:17):
That's a great question, right?

Here's the thing (41:19):
you're not handing over control, you're
building systems that have theguardrails built in.
You're setting parameters anddecision frameworks, and you're
reviewing the performance andadjusting what is needed for
when you deploy it.
Remember, that's when you'regoing to bring me in.

(41:40):
We'll help you set up thesystem, right?
So you're not going at it all byyourself and trying to do it
yourself.
You bring in somebody thatreally truly understands agentec
AI systems, how you can deployit into your fabric of your
business to train up all youremployee bases, the people that
need to know how to use it.
And then we grow with that,right?

(42:01):
Think about a gentic AI as likeyou're hiring a new employee.
You don't expect them to justread your mind.
You've got to train it, right?
You've got to give them theprocesses to follow, and you got
to check their work until theyget better, right?
And I think that's just exactlyhow agentic AI will work.
It's the same way, except itdoes it faster.

unknown (42:22):
Right?

SPEAKER_00 (42:22):
Remember, it's working 24-70, and never has a
bad day, right?
For the most part, unless it'sset up incorrectly.
You got to make sure that it isset up correctly for what it
needs to do.
And we know this because thedata backs it up.
Around 64% of all CEOs believethat AI success depends more on

(42:43):
people's adoption than thetechnology itself.
So, what does that mean?
That means you've got to gettrained up on this.
That is that human AI, the HAIcomponent.
This is, I've been ininformation technology 30 plus
years.
Typically, when a deploymentgoes south that goes bad, it's
because we didn't put enoughmoney into the training of who's

(43:07):
going to actually be using theactual technology.
End user adoption is the numberone reason why technology fails.
Number one reason why technologyfails is the inadequate
training, the inadequateunderstanding, how do you get to
that uh uh RRI that we'vedefined because it wasn't
implemented at the highestlevel.
You you can't just pour moneyinto the tech itself, you've got

(43:30):
to pour money into your mostvaluable resource, which is the
human capital.
Very, very important.
So remember, culture, not code,will define how effectively the
AI will scale inside yourparticular business.
So I want you to get a betterunderstanding.
I hope you have thisunderstanding that agentec AI is

(43:53):
what it is, right?
Then why it matters to yourbusiness, and then you got to
get to this next question, whichis how do I measure the success?
You're right with me.
You are with me now.
If you're thinking about that,well, how do I measure the
success?
Because here's the very, veryhard truth, right?

(44:15):
What gets measured gets managed,and what gets managed gets
improved.
This is so so important.
We know that 97% oforganizations, and I want to
give keep giving you thesestatistics so you understand
what I'm talking about.
The language of businesses,finances really about the
numbers.
What are the numbers?

(44:36):
97% of organizations, 97% willstruggle to demonstrate value
from AI.
97% will struggle to demonstratethe value from AI.
And the question is why?
Because they are not trackingthe right metrics.

(45:01):
What is the promise?
What are we talking about here,right?
So as I go into this, I want youto really understand this, and
I'm going to give you the exactKPI key performance indicator
framework that separates the AIwinners from the AI
experimentors.

(45:22):
Very, very important.
These are the metrics thatFortune 500 companies use, but
I'm going to show you how toimplement them in your small
business starting today.
So the KPIs that will tell youif your AI investment is paying

(45:42):
off or not, or if you're justburning cash on these nice,
shiny tech objects, right?
All right.
And if you're listening to me,especially if you're listening
to the follower brand, we'retalking about a gentle tech AI
revolution for small business.
I want you to stay with me onthis.
What we're talking about is thisAI and how it's going to
transform your business rightnow.

(46:03):
We got to get very, verypractical on what we're talking
about.
Can't be pie in the sky on willthat work for someone.
We got to make it work for you.
And you've got to get thatgolden egg out of your goose,
right?
Very, very important.
So you can have the mostsophisticated AI system in the

(46:24):
world, but if you can't measurethe impact, you are flying
blind.
Right.
So that identific AI K APIframework for small business.
That's going to give you theexact metrics you need to track.
T-R-A-C-K track to ensure yourAI investment delivers the IRI,

(46:47):
ROI that you were looking for.
So these five categories thathave organized, it's going to
help you to measure if you'rehaving success.
And that's going to tie in backto my, you know, my I have a
brave blueprint strategy.
We teach this at Five Star BM.
That's brand identity, that'sresilience, authenticity,
vision, and execution.

(47:10):
So we want to start with thefoundation, your money metrics.
And these are thenon-negotiables for any
business.
And AI should directly impactthese particular numbers.
That's KPI, number one.
That's revenue, that's revenuegrowth rate.
This is your North Star.
How much is your money growing?

(47:31):
Are you making more money ornot?
So what's the simple formula?
You've got to have a way tomeasure that, right?
So what is the current periodrevenue?
What you got now minus yourprevious period revenue, right?
Divided by your previous periodrevenue times 100.
It's going to give you somenumbers.
Here's your target.

(47:52):
I want you to understand that.
Growing small businesses usingAI are seeing about a 20 to 30%
revenue growth.
That's year over year.
And I would say right now, ifyou you know, if you're not
seeing double digit growthwithin six to 12 months of

(48:13):
implementing an authentic AImodel, then there's something
wrong with your implementation.
Right?
We got to look at that becausewe're measuring growth.
You got to first measure yourgrowth rate.
What does that look like?
And you gotta understand whereit's at now.
And after you deploy it, what isit looking like three, six,

(48:35):
twelve months out?
If you're not seeing thatdouble-digit growth rate,
something's wrong, right?
And as we move into number twoof our KPI, and that is gonna be
about you want to know that AIis boosting that bottom line.
All right.
So what's that number?
What's the number I really needto know around that?

(48:59):
We have found that on average,AI tools are delivering about
three dollars, about three and ahalf, you know, might say yeah,
yeah, about three dollars andfifty cents in returns for every
one dollar invested.
So you put a dollar in, you getabout three dollars and fifty
cents out.
That's not a bad investment.
Think about that, right?
Not bad at all.

(49:20):
I give you a dollar, we give methree dollars and fifty cents
back.
That's a pretty good deal.
So let's think about that.
We got to make sure we'regetting that.
So if you invest like a thousanddollars, you should see about
$3,500 back.
Uh yeah,$3,500 back in returnand increase revenue or save
cost.
Somewhere down the line, you seethat.

(49:42):
That's a 30 well, about 300 or350%, you know, ROI.
That ain't bad at all, right?
That's pretty good.
That's pretty good.
So, so so what's that?
What and that's not really thebest case, but you know, that's
kind of the average.
But if we're tracking each ofour AI projects and we want to

(50:03):
use a simple formula like netbenefit divided by cost times
100%.
Now, I might have said that veryfast, but these are things we
need to get to measurement.
You need to understand financialmeasurements in your business so
you can truly see what's movingthe needle and what is not.
So if you spend$1,000 on an AIchatbot and it saves you$5,000

(50:29):
worth of time or increasedsales, that's at least 500% ROI.

SPEAKER_01 (50:38):
Right.

SPEAKER_00 (50:42):
So small businesses that measure AI or artificial
intelligence ROI regularly, youknow, they're more likely to
achieve their goals becausethey're measuring the right
thing.
So we move into what's the thirdthing we need to measure, Grant?
That's that growth profitmargin.
It's the margin after all yourbusiness operations and

(51:04):
everything that you're doing andwhat it's costing you.
How much am I really gettingback in private margin, right?
This tells you how much of yourrevenue turns into profit after
you subtract all the cost ofgoods sold.
Right?
So revenue minus your cost ofgoods sold, we call that cogs,
you know, divided by the revenuetimes 100.

(51:26):
And you've got to have abenchmark.
What is the benchmark on that?
The industry benchmark.
So around 60 to 80% gross marginfor service business.
And that's about 30, maybe to50%, I think, if you have a
product business, right?
So AI should help you improvethose margins by at least 5 to
10%, you know, percentagepoints, but reducing either

(51:49):
production or delivery cost oryour labor costs.
These are very, very importantto really.
So I'm giving you the framework.
How do I measure these things?
So these are the things you wantto measure.
Because if you're not measuringthese things, you're not seeing
the ROI as it's coming backaround.
So then that number four thing,we've got to look at our
operating cash flow.

(52:10):
Now that's the lifeblood of yourbusiness.
One of the big reasons whybusiness is so other business.
You have to understand theoperating cash flow that you
generate from your operation.
And I think this stat hereshould make every entrepreneur
you should pay attention tothis.

(52:30):
Because more than half a smallbusiness say that an AI tool for
cash flow forecasting, cash flowforecasting would solve a
critical pain point for them.
Not be nice to have, but solve acritical pain point.

(52:52):
Why is that important?
Because AI can cut forecastingerrors by up to 50%.
No, you're cooking with gas.
That means your predictions foryour demand, your revenue, your
cash flow, all of it becomes farmore accurate.
You're making decisions withconfidence instead of crossing
your fingers and hoping thatthese numbers are going to pan

(53:15):
out.
Right?
We don't want to spray and pray.
We have to have a veryparticular target.
We have to understand positivecash flow every month within
about three to six months ofoperating expenses in reserve.
That's what we're looking for,our target.
We want positive cash flow everymonth with three to six months

(53:37):
of operating expenses in thereserve.
And you're using AI to protectcash flow with 90% plus
accuracy.
We're going to get there.
And we start measuring numberfive, and that is your customer
acquisition cost.
You have to understand they callit CAC and marketing, we
understand that.
And if business and the CEOlevel, you must understand this,

(53:59):
right?
That is the cost to acquire thecustomer and the lifetime value
of that client, right?
How much does it cost you toacquire a new customer?
What's the formula?
Well, in our world, we alwayslooked at total sales and
marketing costs divided by thenumber of new customers
required, acquired, I shouldsay.

(54:21):
Right?
It's very important.
So now we deploy JITIC AI intothe model.
Customers, we know there'sclients or I should say
companies that are using AI forlead generation and
qualification are seeing about a25%, 35% reduction in their CAC,
right?
That's that cost to acquire anew client.

(54:44):
That's pretty, if you can reducethe cost in that world, that's
huge.
So if you're spending about$500to acquire a customer, all
business,$500, AI should helpyou get that down to about, I'd
say$325 to$375.
Not bad.
So instead of spending$500 toget a client, they're going to

(55:06):
spend about$300.
We're going to high slide,$375.
That's pretty good.
Right?
Let's give you some morenumbers.
Number six, and I talked aboutthis.
That is your lifetime value,your customer lifetime value.
Some people will use it as CLV.
How much, if you acquire thatcustomer, how much are they
going to spend with you duringthat entire uh lifetime that

(55:28):
they are a client?
Right.
I think that's pretty good.
So how much you know do theygenerate over the entire
relationship with you?
And you have goals around this.
So your CLV should be at leastthree times your CAC, right?
The cost to acquire.
And you're so if you acquiresomebody for let's just say it
was$500, they should be spendingabout$1,500 with you.

(55:52):
And that's going to give yousome understanding.
So if your costs are around thatuh level, your AI is going to
help you to increase that CLD.
You want that to increase byimproving the tension,
upselling, and reducing theturn.
So if I can help you get theretention, the upselling, the

(56:12):
reducing the turn, you're goingto increase your CLD.
I think it's super, superimportant.
So as you think through this, Iwant you to like sit back and
like, hmm, is this informationI'm giving you right now
valuable?
Is it valuable to you in yourbusiness and what you're doing?

(56:34):
Is it valuable?
Because if it is, you're goingto keep this recording and
you're going to refer back toit, and then you're going to
start thinking about thesethings and what you can do to
truly move the needle forward.
Because I've given you theformula now that you need to
measure to see if you're reallygetting a ROI on your genetic AI
deployment.

(56:55):
Right?
Let's talk about three or Iwould say I'll give you this.
I'll give you another KPI.
All right.
And that's time to output ratio.
What do you mean by time tooutput?
How long does it take tocomplete key business processes?
How long does it take tocomplete key business processes?

(57:20):
Whether you're creating aproposal, you're onboarding a
new client, or you're deliveringa product, the AI should cut
this time dramatically ifremember if deployed correctly.
And you've got to have a targetaround that.
You need a target, time tooutput ratio.

(57:41):
Hmm, what are we talking about?
So 40, 40 to 60 percentreduction in time to output for
automated processes within threeto six months.
That's what we want to look at.
Remember, something that'srepetitive, it's something
that's repetitive and it doesn'tchange.
It's not changing a lot withinyour business.
You can deploy a GTIC AI too.

(58:04):
And then you should start seeinga return on that investment,
especially within three to sixmonths, right?
And we know that other companiesthey found about a 50x spend
improvement for contentcreation.
That's just on content creation,right?
50 times faster that they can dothat.
So you start thinking aboutthat.

(58:25):
What can I do to cut down on mytime to output?
And if I can deploy Angelic AIin that world to get these big
productivity statistics, thesebig productivity gains is really
what we're really looking for.
This is what we get excitedabout because now you're
generating money.

(58:46):
So if 80% of your small businessright now, right now, especially
in Omaha, if you're using, ifyou were to use AI and you can
improve about 20% productivity,that's going to deliver to your
bottom line over and over andover again.
Especially when you compound it,right?

(59:08):
And you double yourproductivity.
This is fun, this is phenomenal.
And we know not only in smallbusiness, but companies like
Microsoft, they found this.
This is true.
Microfalls, Microsoft found thatpeople using their AI assistant,
like your co-pilot, right?

(59:28):
If they're using AI assistantcopilot tools to complete
everyday tasks, they're doing itabout 30% faster.
With 70% of all those otherpeople, you know, that are using
it.
So you're 30% faster than thepeople that are using it, 70% of
those, they feel way moreproductive.
That's a huge improvement.

(59:50):
That's transformational.
That's that's you're not goingback there ever again.
It's not just about the speed,right?
Right.
It's about the innovation, whatthey're able to.
To accomplish now because theirtaunt their teams now have more
time to think strategicallyinstead of being just the
minutiae of busy work.

(01:00:11):
Now you can actually getsomething done.
So when you track metrics like atask completed per employee or
orders shipped per day to see ifthey're rising or falling after
AI implementation, now you'restarting to see a lot of change

(01:00:32):
and you're starting to deliver alot more profitability to your
business.
Remember, we talked way earlierin this conversation around
errors.
If we can reduce your errorrate, now think about this.
How often do the mistakes happenin your process?

(01:00:52):
And what is that really costingyou financially?
And if you can deploy an AIagent to make far fewer errors
than the humans that areactually doing these repetitive
tasks, remember, these are justthe busy work stuff.
I want my human, my humanintelligence working on the more
strategic, innovative, creativeuh operations in my business,

(01:01:15):
not who's taking out the garbagetoday, that type of thing.
You know, let's deploy humanhumans.
I want to understand this.
The most intelligent species onthe planet is the human, not the
AI.
Humans make AI, right?
I want to put in or invest moreof my time and money into the

(01:01:36):
human, right?
And make in bringing them up.
I don't want them doing menialtasks.
They they're far more valuablethan that, right?
So you got to be able to measurethis.
So you want to aim for yourerror rates to be below about 2%
when you deploy AI into thatmanaged workflow, right?
So that's your benchmark.
And we know that high performingsystems achieve about 90%, 98%

(01:02:02):
accuracy level.
It's huge, right?
So now you give them your youryour, you know, that's the
biggest cost usually in abusiness is their their labor.
And if you can start utilizingthat labor in more effective
things, like why are you takingyour most expensive asset to do
the most menual tasks?
Let's let's flip the script onthat.

(01:02:22):
And then let's start talkingabout the cost per transaction.
I think this is another veryimportant thing.
How much does each businesstransaction truly cost you?
Whether you're processing theorder, you're handling the
support ticket, or you'reclosing the sale.
How can we deploy AI to drivethat cost down, right?

(01:02:47):
And we know that that peoplethat are deploying AgenTech AI
in these worlds, they're seeingabout a 10x that I talked about
earlier, reduction and customerservice, right?
Right.
I think that's very, veryimportant.
So if you're using AI in thatworld and you're saving to some
people, they're saving$20,000 ayear just through the cost

(01:03:10):
reductions themselves.
Now you're starting to cook withgas.
You're starting to get focusedon AI and what it can do as you
shift your mindset about what Iam talking about, how this is
going to change the businessfabric framework, how you're
going to compete going forward.
So if your customers don't careabout your AI, they care about

(01:03:33):
their experience.
We got to measure that.
You got to remember what I justsaid.
Your customers really don't carewhat you're doing, as long as
they they care about theirexperience.
Did you improve my experience?
Well, that was good.
Let's do that, right?
So if your customer satisfactionscore, your CSAT, right?
And we know by different surveysthat have been out there, each

(01:03:53):
interaction, we want to know howsatisfied were you.
Get these reviews, everybodywants to know how satisfied were
you.
One to five, one to ten, whatwhere where what does that look
like?
So if you had a CSAT scorethat's improved about, I'd say
about 15% on average whenbusinesses are adding AI, that's

(01:04:17):
big.
But why is that happening?
You just put a machine in theloop instead of putting a huge.
How is that happening?
Because the resolution timesdrop by 68%.
We talked about this earlier.
So important because customers,they're not getting frustrated,
waiting for a response, tellingthe same story to five different
people and no resolution.

(01:04:38):
This is very, very important.
So if you're you're looking forabout an 80% target rate, and
then the AI either is going tomaintain or improve that
human-level satisfaction whilehandling a lot more volume.
So they're talking to a lot morepeople.
They don't get tired, it's 24-7a day.
This again becomes a no-brainer.

(01:05:00):
And we all know some people dothis, especially marketing.
You should be measuring this.
That's your net promoter scoreor your NPS.

And we have to understand (01:05:10):
would your would your customers start
recommending you to others?
Referral.
That's what we're talking about.
Would you refer someone else toan experience you you just had?
You know, we we know that'susually, hey, if you ate at a
nice restaurant, you tellsomebody else about it, hey, you
need to go over there, you know,they utilize them.
I love five-star BDM becausethey do great work, everything

(01:05:31):
that I expected from them, I'mgonna refer you to them.
That is what we want to get to.
So, what's our formula formeasuring that?
Because we know that thepercentage of promoters about
nine to ten ratings.
And you want to, you know, thisis your formula, so you want to
be able to understand thepercentage of people that are
promoting you to other people,right?

(01:05:51):
If you can get to that number,that's very important.
So we know that in I had oneclient of mine that did that,
they they they measure their netpromoter score, and they noticed
by when they utilize the AI toolthat it doubled.
Like, wow, because they're doingsomething new and innovative,
and it was so cool to getinvolved with that, and it
actually delivers a verypredictive and a very accurate

(01:06:17):
result.
So, again, you're talking aboutyour retention, that's up.
You're talking about yourrecurring revenue, that's up.
Things that are faster, thatthings that are better, that
very consistent, everything isup.
So we want to start looking atthat because you go from an
average net promoter score toworld class, now you're moving
somewhere, right?

(01:06:38):
If you're a small business ownerand now everybody's referring
business to you in not only inyour local economy, but also in
your state economy, in yourregional economy, in your
national and international,that's huge.
So your AI should definitely notbe hurting your MPS.
You know, if it's dropping, youneed to know what you're doing.
Remember, we're measuring thesethings because if you're

(01:07:00):
starting to see, hey, peopledon't like what we did, you need
to change.
Something's not right.
Because it should, as ourstatistics have told you, should
be going up.
So if it's not deployedcorrectly, that's a problem.
I'm giving you the things tomeasure.
You need to measure all thesethings that I'm talking about so
you know if your AI is gonnawork for you or not in a very

(01:07:21):
short period of time, right?
Right?
Are you sticky with yourcustomers year over year?
Because if you're not sticky,they're gonna they're moving
away.
Remember that the the lifetimevalue of the customer.
So we need to understand from aformal standpoint, our customers
at the end of that period, areyou got more customers or you

(01:07:42):
have lower?
You know, we have to understandthat.
If I started out with 10clients, let's say now you only
have seven after I deploy my AI,that's a problem.
It should be doubling that,right?
So you need to benchmark aroundthat.
You need to be see how healthyyou are from a business, you
know, what that retention shouldlook like.
So your AI should improveretention, it should be

(01:08:03):
providing better, faster, morepersonalized services for you,
right?
Then we got to get into responsetime.
How quickly do you respond tocustomer airqualts?
We see this all the time.
Like, man, they had me on holdall day, they didn't respond to
me.
I'm waiting on people.
Take the friction on yourbusiness at the end of the day.

(01:08:25):
You want to sum this up.
What is Grant talking about?
Deploy a Gentic AI, take thefriction on your business, put
more money in your pocket.
That's basically it.
What does that look like, right?
I think all these things arevery, very important.
You want to have more marketshare.
What is the growth rate aroundthat, right?

(01:08:47):
You want to have more launchvelocity.
So you deploy your products andyou're growing faster.
You should be able to do that.
You should have more innovation.
You know, now you got all thisextra time and money.
How do you now innovate evenfaster?
How do you get better evenbetter on all the different
things?
Remember, technology is just anenable, should enable you to do

(01:09:10):
what you do at scale.
That's what we're starting tolook like.
We want to make our customersand are better, and we want to
make our employees moreproductive.
End of day.
All these things are very, veryimportant.
And I know I gave you a ton ofKPIs, key performance
sanitatives, but you want you tokeep this video.

(01:09:31):
So when you start like, hey, wedo need to deploy agentic AI,
but what should we be lookingat, right?
We will look at all thesethings.
You want to look at your revenuegrowth rate.
You want to look at your ROI onyour AI initiatives, right?
What does that look like?
That 35% dollar metric.

(01:09:52):
What does that look like?
Your customer satisfactionscore, your productivity gains,
your revenue per employee.
You want to track all this stuffat least monthly, because once
you've got a baseline, you'reseeing the improvements.
You know the difference.
You you layer in on the othermetrics as much as you can, but

(01:10:13):
those are the things you really,really need to hone in on.
Revenue growth, your ROI on yourAI initiatives, your customer
satisfaction score, and yourproductivity gains and your
revenue per employee.
I gave you those five, justparing it down for you, because
I think it's very, veryimportant.

(01:10:35):
And the key is that you you canuse this as a dashboard, right?
You can create that.
If you're looking with your AI,um your authentic AI deployment,
you want to create a dashboardso you can you can you can study
these types of things and seeit.
So you can see what theintelligence is is telling you.
Business intelligence is huge.

(01:10:55):
We want to make it visual,visible, right?
We want to make it accessibleand you can review it weekly.
You can see immediately, likealmost like looking at your
stocks and bonds that go up anddown and that type of thing.
But at the end of the day, itshould be delivering uh a
positive result.
And if not, those are things youwant to start looking at, or the
growth rate is not where youwant to be.

(01:11:16):
So let's get into that as we endthis up.
Talk about our mindset.
You know, here's what I learned,I know, in you know, in my
business experience.
And I was there at thebeginning, let's say of the
internet boom.
Here I am, you know, 25, 30years later, at the beginning of
a genetic AI boom.

(01:11:37):
This is very important.
Metrics drive behavior.
When you measure something,people pay attention to it.
And when you celebrate theimprovements in these metrics,
you reinforce the behaviors thatdrove those improvements.
So I don't want you to justdetract these KPIs.

(01:11:58):
I want you to use them, tell itlike a story.
This is the narrative.
Share it with your team,celebrate these wins.
And if you have problems, youdiagnose the problems, and
people understand where theseproblems are coming from.
You begin to adjust your AIimplementation based on what the
data is telling you because,again, it was deployed
accurately and it's measuringthose key performance indicators

(01:12:20):
so you can see exactly whereyou're falling short and what
you need to do to make ithappen.
So remember, these metricsaren't just numbers on a screen,
they represent your real impact.
Revenue growth means you canhire more people, you can serve
more customers, you can make abigger difference, you can

(01:12:43):
improve cash flow, right?
So you can sleep, take thestress out of your life, take
the stress out of your business,have more time for the people
that you really want to be with,right?
You want to get these highercustomer satisfaction scores
because you are helping them.
Your business should be helpingsomeone along life's way, and
they help to tell their friends,like, hey, you got this problem,

(01:13:05):
call so-and-so, they'll solve itfor you.
That's a true power of whatmeasurement looks like.
That's why these KBIs theymatter.
So we've kind of coveredagentique AI, what it is, why it
matters, how to measure success.
And then now you really want toget tactical.

(01:13:26):
How do you actually implementthis in your business?
Right?
Right?
How do you get your hands dirtywith a gentic AI?
Right?
This is what I want you to do,especially if you're listening
to this.
First, you need to do aninternal audit of where you're
at, what you're saying.
And if you believe everything Ijust told you, you don't have to

(01:13:48):
believe what I'm saying.
This is the data saying this,what this list look like.
I want you to write all thisdown, start thinking this
through for what you need to do.
And then just join our AIbusiness accelerator.
We have a basic and advanced.
I would adjust AI is really inthe advanced world.

(01:14:08):
So if you're not very savvy onAI itself as a we'd call a large
language model or an AI chat boxof just giving you data and
information, then you need todefinitely look into the the the
basic class.
So you can have how do you growsales and marketing from a
business?
This is not just general, it'snot theory.

(01:14:30):
I'm gonna show you how toimprove your sales and marketing
with them with the guaranteedRLR.
And then we get an agenda.
We're gonna start now, we'regonna start automating some of
these processes so you can thencan can concentrate how I can
grow my business.
So you start with the tools thatyou are where you have to fit

(01:14:52):
yourself into.
Where am I at in my journey?
Right?
You need to look at all thesethings.
So you're like, all right, I seewhere I'm at.
Now I know where I need to gonext.
I think that's so important.
So I'm gonna thank you again forbeing with me on this very
special follow the brandepisode.
We're gonna be branding a wholelot.

(01:15:12):
If you want to know more,actually go to the website five
starbdm.com, take a look at allthe text video and other
information that I have outthere.
We're gonna be rolling this outright now, pretty soon in the
Omaha uh area into uh 2026.
So look on the uh um be on thelookout for that.
If you need send me an email,you want more information around

(01:15:33):
it, please send it to me.
We would right now securingeverything we've got put
together.
If you'll see a landing pagecome out, I'd like to send it
out.
Join our email list so I canmake sure you are on the the
latest and greatest for aboutwhat we are uh unrolling out
here in 2026.
Thanks so much for being with metoday.
Remember to go to five star beatthem, that's number five star

(01:15:54):
SDR, be for brand, be fordevelopment, and for
masters.com.
This is Grant McGull.
Thank you so much.