
Hosted by Jon Dwoskin · EN

How much business are you leaving on the table by not following up consistently? It's a question that comes up in nearly every sales conversation I have. The secret sauce to growing your business is productivity. The more productive you are, the more consistent your follow-up, and the faster your pipeline grows. That's where AI — especially ChatGPT — can help. ✅ 1. Ask it to write a 3-email follow-up sequence for your leads. ✅ 2. After every call, have it summarize your notes and action items with deadlines. ✅ 3. When following up with value, have it summarize an article into 2–3 insights your client would find useful. AI won't replace your authenticity — it amplifies it.

Ben Erwin is the visionary CEO of Charitybuzz. Since joining Charitybuzz in 2008, Ben has spearheaded efforts that have generated over $500 million in incremental funds for over 5,000 charities. As CEO, he has led the company to achieve a 2.5x increase in revenue while successfully transforming it into a profitable enterprise. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Ben Erwin:Website: https://www.charitybuzz.com/ X: https://x.com/charitybuzz Instagram: https://www.instagram.com/charitybuzz/?hl=en Linkedin: https://www.linkedin.com/in/erwinbenjamin/ Facebook: https://www.facebook.com/charitybuzz/ *E – explicit language may be used in this podcast.
As CEO of SignatureFD, Heather Fortner leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Heather Fortner: Website: www.signaturefd.com Twitter: https://www.twitter.com/SignatureFD LinkedIn: https://www.linkedin.com/company/signaturefd/ Facebook: https://www.facebook.com/SignatureFD

As CEO of SignatureFD, Heather Fortner leans into her passion for listening – to the SignatureFD team, its clients, and the industry – to create and implement the organization's vision and mission to impact the lives of 10,000 families. Practicing a "coach with empathy" leadership style, Heather leverages her unique ability to harmonize people's passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Heather Fortner: Website: www.signaturefd.com Twitter: https://www.twitter.com/SignatureFD LinkedIn: https://www.linkedin.com/company/signaturefd/ Facebook: https://www.facebook.com/SignatureFD