This is how I use AI in my business and for producing results for my clients:
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.
I use AI notetakers during Discovery calls, so my notetaking burden is lessened. I use 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.
I use AI notetakers during client fulfillment calls. I use 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. Transcripts and the notes generated are maintained indefinitely.
I use Claude to help me brainstorm and analyze information to provide my clients with excellent results. I use a paid version of Claude which does not train the model.
No AI is currently used to send contracts or invoicing.
I do not use AI to generate my functional (non-marketing) email copy.
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 Mar 6, 2026.
Your Bottleneck Lives Upstream of Everything You've Already Tried
I'm a fractional and advisory COO for owner-led B2B service teams. I created Upstream Leadership™ for founders who've been looking for the fix in every room of the house except the one the problem is in.
Human in the Loop: Because Tools Don't Lead Teams
Most AI content is about tools. I talk about the bottlenecks those tools were meant to solve.
Start Here:
• Upstream Leadership™: You're the bottleneck. Here's the real reason you haven't fixed it yet. (Read Here)
• The Four Worketypes™ You've been calling it a performance problem. I'll show you what it actually is: a role mismatch. (Read Here)
• Upstream Leadership™ Tradecraft: The 4 foundational practices for Upstream Leaders. (Read Here)
• Upstream Leadership™ Team Performance Fixer: The 3-part framework for solving team performance problems. (Read Here)
© 2026 KAREN SERGEANT • ALL RIGHTS RESERVED