About this event
Jordan Mix is a partner at Late Checkout alongside Greg Isenberg. He'll be demonstrating how holding companies can use AI to enhance various aspects of their operations, from sales to content management.
In this session, Jordan will cover:
- Integrating AI into Make/Zapier automations for streamlined workflows
- Creating an AI-driven sales funnel: Linkedin -> Airtable -> Draft Emails
- Repurposing video content using Zapier & Claude (RIP ChatGPT)
- Automating podcast show notes and publishing
This workshop is designed for professionals in holding companies, marketers, and anyone interested in applying AI to diverse business processes.
Sign up below to catch this event. Recordings will be emailed to all those registered.
When
Recording
Resources
In this session, Jordan Mix, Operating Partner at Late Checkout, provides an in-depth look at how Late Checkout Holdings manages and innovates across six different companies with a strong focus on AI and automation. Jordan outlines their audience, community, and product (ACP) framework and how they use AI to streamline operations, including internal tools for HR and sales processes. Discussed workflows include an AI-driven applicant tracking system, a podcast archives database, and sales prospecting tool utilizing LinkedIn Sales Navigator and Airtable. Jordan also highlights proprietary tools designed to improve design briefs and SEO research. The session closes with an exploration of the potential for a comprehensive tool bundling multiple AI models, aimed at making advanced capabilities more accessible.
00:00 Introduction and Overview
00:07 Company Structure and Operations
00:45 AI and Automation Strategy
03:26 Deep Dive into AI Layers
05:55 AI Tools and Practical Applications
08:39 Sales Prospecting Tool Demo
13:39 Airtable and Workflow Integration
25:47 Exploring Airtable's Interface and AI Features
27:15 Podcast Transcription Tools and Their Benefits
28:22 AI API Costs and Usage in Workshops
29:50 Innovative AI Tools for Design and Marketing
34:25 SEO and Content Creation with AI
35:24 Ad Research and Competitive Analysis
42:19 Challenges and Solutions in Automation
45:11 AI Governance and Business Ideas
50:52 Conclusion and Final Thoughts