#911 If you thought Part 1 was packed with value, Part 2 takes it even further! In this conclusion to our 2-part series, host Brien Gearin continues his conversation with Corey Ganim — host of the "Build with AI" podcast and owner of Return My Time — diving into the final three pillars of his AI Operating System: Finance, Operations, and Intelligence. Corey introduces the Weekly P&L One-Pager, a skill that gives business owners a real-time pulse on their finances instead of waiting 45 days for last month's numbers. He then walks through how to fully automate client onboarding — turning a 30-to-45-minute manual process into a seamless, error-free experience that runs itself. Finally, Corey shares a powerful Intelligence skill that generates a personalized one-page client brief before every call, helping you show up fully informed and deliver a world-class experience every time. He also breaks down his three levers of ROI — effectiveness, efficiency, and quality — so you can evaluate any AI tool or implementation with clarity. If you're ready to stop being reactive in your business and start letting AI do the heavy lifting, this episode is your blueprint!
What we discuss with Corey:
+ The Weekly P&L One-Pager skill
+ Stop waiting 45 days for financials
+ Course-correct mid-month, not after
+ Automating client onboarding end-to-end
+ Saving 30-45 minutes per new client
+ AI-generated pre-call client briefs
+ The three levers of ROI
+ Setting permissions and guardrails for AI
+ Treat Claude like a new employee
+ Connecting AI to your financial tools safely
Thank you, Corey!
Check out Part 1 of this episode.
Check out Return My Time at ReturnMyTime.com.
Listen to The Build With AI Podcast.
Work with Corey.
Watch the video podcast of this episode!
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