223 | Using AI Securely + to Land Clients with Kelsey Silver

The Ambitious Bookkeeper Podcast

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9d ago 38:58

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In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie!

In this episode you’ll hear:

How to evaluate AI tools for security
The difference between machine learning and generative AI
How Kelsey balances building an app, doing VIP days, working a corporate job, AND being a mom to a 4.5-year-old

Resources mentioned in this episode:

The Metrics 7-Figure Business Owners Can't Live Without: https://kelseysilver.com/metrics
5 DM Signals $FREE: https://foresighthq.app/5signals
Notion
ThriveCart, High Level, and SamCart
ManyChat

Meet Kelsey

Kelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she’s not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte.

Connect with Kelsey

Instagram: @kelseyesilver

Website: https://kelseysilver.com/

App: https://foresighthq.app

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

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Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Chapters

1. Introduction to AI in Bookkeeping (00:00:00)

2. Meet Kelsey Silver: AI Developer and Therapist (00:01:09)

3. Kelsey's Journey from Therapy to Data Analytics (00:02:27)

4. Understanding AI Security in Bookkeeping (00:06:18)

5. Building Foresite HQ: Kelsey's AI-Powered App (00:13:40)

6. Managing a Side Business with a Full-Time Job (00:26:49)

7. Kelsey's Vision and Advice for Bookkeepers (00:31:16)

8. Conclusion and How to Connect with Kelsey (00:35:53)

236 episodes

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