AI Usage at KS Consulting

This is how I use AI in my business and for producing results for my clients:

Lead Generation

I use AI to help generate marketing content ideas and to produce first drafts, including for marketing emails. I also AI to produce images and photos used in social content.

Client Prospecting

I use AI notetakers during Discovery calls, so my notetaking burden is lessened. I use Ambient and Granola for this purpose, both at the paid level. At no time do any meeting notes "train the model" and no meeting notes are shared with any individual other than the meeting attendee. Previously I have used Grain and the content was not used to train the model.

• Recordings are purged after 9 months, transcripts & the notes generated are maintained indefinitely.
• Prospects individually consent to recording/AI notetaking, call-by-call. I do have a backup plan if consent is not given.

Client Fulfillment

I use AI notetakers during client fulfillment calls. I use Ambient and Granola for this purpose. At no time do any meeting notes train the model and no meeting notes are shared with any individual other than the meeting attendee. Previously I have used Grain and the content was not used to train the model.

• Occasionally, due to the sensitivity of agenda items, I'm asked to suspend recording for certain calls (or portion of calls) and I pause the recording(s) for the duration.
• AI generated notes, transcripts, and the meeting recordings are not shared with anyone but meeting attendees.
• Recordings are purged after 9 months, transcripts & the notes generated are maintained indefinitely.

I occasionally use Claude Projects to help me brainstorm and analyze information to provide my clients with excellent results. I use a paid version of Claude which maintains strict privacy and does not train the model.

• The AI-assisted analysis functions as deep research and, occasionally, first drafts to the work product I submit back to clients. Not only is there always a human-in-the-loop, the human (me) is front and center in the analysis of information and the delivery of results.

Client Contracts and Invoicing

No AI is currently used to send contracts or invoicing.

Misc

I do not use AI to generate my functional (non-marketing) email copy, mostly because I have not be able to find an app that makes me sound anything but idiotic. If I sound idiotic in my emails, it's actually me doing it.

This disclosure page will be updated as my use of AI revises and changes. Current clients will be consulted in real-time as I roll out new uses and workflows, and positive consent will be secured.

Last updated on April 1, 2025.