Free report for business owners
Don’t pour money into AI that goes nowhere.
The AI Money Pit: the 7 expensive mistakes businesses make in their first 6 months with AI, and how to get it right the first time. A 15-minute read. Free, instant download.
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- Where most businesses waste money in their first 6 months with AI
- How to keep AI agents safe: the 5 guardrails to demand
- Why the cheap “just set it up” hire usually costs the most
- A 2-minute self-check: are you heading for the money pit?
What’s inside
Seven mistakes. One plan to avoid them.
- Buying tools before finding the problemWhy subscriptions pile up while nothing changes.
- Handing everyone ChatGPTGeneric answers, and customer data in the wrong places.
- Pretending the old systems don’t existAI that can’t talk to your CRM creates a copy-paste job.
- Forgetting about the peopleHow staff resistance quietly kills AI by month three.
- AI agents with no guardrailsWhat the jailbreak headlines mean for you, and the 5 guardrails that keep agents safe.
- Hiring the wrong person to build itWhy a great demo isn’t a business system.
- Measuring nothingThe 3 numbers to write down before you spend another dollar.
Who it’s for
For businesses that run on leads.
Owners, sales leaders and marketers in insurance, financial advice, mortgage, real estate, home services, solar, agencies and professional services. Works with ChatGPT, Claude, Copilot and Gemini.
15 yrsInsurance Sales
10,000+Policies Sold
10 yrsRunning a Marketing Agency
Questions
Is it really free?
Yes. It’s the same thinking I walk paying clients through.
Is this a sales pitch?
It’s 7 real mistakes and what to do instead. The last page explains how I can help if you want it. Most of the value is in the first seven pages.
I’m not technical. Will I understand it?
Yes. It’s written for business owners, not engineers. No jargon.
Will you spam me?
No. If you opt in, you’ll get a short series of practical emails from me, and you can unsubscribe with one click.