Accelerator
    Week 8

    Templates, Automation, and AI Tools

    Improve efficiency and reduce repetitive work.

    Week 8 Overview Video

    12:45 • Intro to Templates, Automation, and AI Tools

    Lessons

    1

    Email templates for leads and clients

    Saving time on communication.

    2

    Proposal and onboarding templates

    Professionalizing the process.

    3

    Workflow automation basics

    Letting tech do the heavy lifting.

    4

    Using AI to support operations

    Leveraging modern tools.

    5

    CRM setup and automation

    Managing relationships at scale.

    6

    Integrating Ivory.io and TERN Travel

    Maximizing your tech stack.