Poised for Exit

Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.

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Poised for Exit

ProjectWE: Human Centric AI

October 29, 2024 • Julie Keyes • Season 1 • Episode 217

Our guests for this episode are David Matenaer and Erik Gabrielson, two of the Co-founders of ProjectWE, a firm that creates customized AI platforms for SMB's.

David and Erik have been collaborating on projects for many years, and when they came together to form a partnership around some online education they were developing, they realized it needed to be AI generated. So, they put their launch on hold and went back to the drawing board to utilize Artificial Intelligence in the work they both did (and do) for businesses. Fast forward to now, they are developing customized AI applications for several of their clients, generating a huge impact to their client's work flows, onboarding, sales processes, training, leadership and ongoing employee coaching. In other words, a game changer in efficiency and expense reduction!

The simplest way to explain its impact is that it helps solve things at a speed faster than any human could, but needs the context from which to do so. The output will only be as good as the input. If you are clear about the details of where you are now with a certain situation or objective, and just as clear about the ideal outcome, the AI can solve for the middle, so your team can help you get there with a plan, coaching and accountabilities, all generated by your AI database.

Erik says AI will not supplant humans, but give them the ability to do more higher level things that impact growth for the business. Every outcome that the AI derives for the user still needs to be tweaked and approved by the user, but the AI can get you to 80-90% completion! Talk about a time saver.

There's so much more for all of us to know about the ways AI can be applied, but what's essential is that all of us must learn it and utilize it. This technology won't wait around for laggards.

Listen to the episode here

Find David and Erik here

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor