235 | Taking AI for organizing next level (All About AI Part 3)

BusinessPodcastMarketing

Nov 7

Written By Melissa Klug

It's the THIRD day of our AI-palooza and today we are talking about super cool high end stuff you can do with your business.

Queuing up some deep work with AI starting now!

This is better on video—because then you can see our slides! Here you go…

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You can listen right here by pressing play, or you can read the full transcript below!

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FULL TRANSCRIPT

Melissa Klug:
Hey, organizers. I’m back. Uh oh— that sounded like the TikTok sound from Gossip Girl. “Miss me? I’m back.” Anyway—if you’re as TikTok’d as I am, you know what I’m talking about. But that’s not why you’re here. You’re here to learn about AI.

It’s day three of AI-palooza, and today I’m excited because we are going into deep work and how you can use AI agents and do all sorts of other kind of next-level things.

I hope that the last two episodes have been good for you. I hope that you’ve been inspired. One of the things that I love is—even as I was editing this, obviously I was there when we recorded it—but there are things that Cabri is talking about that I’m like, “Oh my gosh, that’s a great idea. I need to do this, this, this, this, this.”

So I really hope that you have gotten some things out of this, and I’m excited to hear how you are using AI in your business.

As with the last two days, if you go to proorganizerstudio.com/links, you’ll be able to get the slides that we’re talking about. You’ll be able to get a video of us, and lots of other things. So please just hit us up there and you can get all of the information.

And then what I’m going to do is a giant—um—I’m going to give you one great big long one with all three parts put together if you want it all in one place, so you will have that too.

So, so many things. It’s like a gift—an electronic gift—from me to you.

All right. I hope that you love part three. And great news: you do not have to open up your podcast app tomorrow and have me there. I will not be there tomorrow. So I’m gonna give you a little break from me.

All right—here we go.

Melissa Klug:
Let’s talk about deep work. So you taught me about this—because I did not know this existed—and it’s using an AI agent to do really in-depth—

Cabri Carpenter:
Work.

Melissa Klug:
So talk me through it.

Cabri Carpenter:
Okay. I would definitely recommend going to the slides because there are some tutorial videos on kind of what that looks like at a quick glance.

But essentially, an AI agent is a mini virtual assistant. It’s going to help you do things on the backend that are time-consuming and maybe a little tedious.

So for us, that looks like—maybe I’m trying to… I think my example I used in the presentation is pulling a list of local influencers that we could use to pitch and partner with.

You can use it for real estate agents. You can use it for anything that requires data entry—a lot of copy-and-paste, searching through websites.

If I wanted to know every single organizer who has the Inspired Organizer badge on their website, I could ask my ChatGPT agent to scour websites for that and pull that information—as far as business name, email, website—whatever.

And it would actually pull that information into a spreadsheet for me to then copy and paste and use however I wish.

I originally heard about this AI agent from a podcast. There was a high-level exec—he was traveling and using Airbnb. He was taking his family for these specific dates, but they had like three large dogs. And he did not want to go through Airbnb’s website to find every single available house that was big enough and also had a backyard.

And so he asked his AI agent to go through and pull that information: “Here were the dates, this is the location, we need so many beds, and I want a backyard.”

And the agent was actually able to go through individual Airbnb listings to see which ones had photos of large backyards, and then it spit out this report for him and basically said, “Okay, here are your five Airbnbs. Pick which one you’d like so that you can book.”

So it’s super helpful if it’s something that you’re going through and looking for information. I cannot speak highly enough of it. I use it very often.

Melissa Klug:
Well—and I used it the other day for something. And again, go to the slides because you have an actual tutorial of how it works and you can watch it work.

It is legitimately like watching someone take a cursor and move it.

But I used it the other day for something, and I kind of, out of fascination, was watching it work. It was having to do something inside the system that I use to teach courses, and it was typing out what it was doing.

It was like, “I am looking for this, so I am going to move up here, and maybe that’s where it is.”

And so I could watch the thought process, which was alternately creepy and cool at the same time. But it legitimately was as if I had an assistant in the room working on the computer next to me.

Cabri Carpenter:
It was completely fascinating.

Yes. Okay, let’s touch on that.

Logistics-wise, whenever you’re using your agent, you give it a prompt. Essentially what you’re going to see is this remote desktop window open up. And like Melissa said, you can kind of see how it’s working, what it’s going through occasionally.

So I’ve used this in the past where I’m using it for something that has credentials or passwords that’s blocked.

Specifically, I was trying to connect an email to a domain on Squarespace, and I couldn’t get it to work. And finally I just told— you know—my Chatty G, I was like, “Help me. I don’t know how to fix this.”

And I turn the agent on. It starts working. It gets to Squarespace’s login site, and it’s like, “Whoa—this is private information. It needs a password. It needs credentials. What do you want me to do?”

And so I actually then had the opportunity to take control of this remote desktop, log in with my username and password, and then hand control back over.

And so once it was in Squarespace, it was like, “Oh, by the way, you need to add this code here. Verify. Done.”

Everything was taken care of.

And so it is fabulous if you’re having some of those techie issues that you just need a computer that understands computers to help you do it very quickly—much more quickly than I could have done on my own.

Melissa Klug:
That was the exact same situation that I had, where it asked me for my logins a couple times, and you would press a button that says “take back control” or whatever. And then you would enter the password, and then it would go back.

And it was just— it was so great. And I got something really very complex done that would’ve taken me a long time to do, and it was glorious.

Cabri Carpenter:
So AI agents are on the Plus plan—so $20 a month. I highly recommend it. It’s worth every penny. You’re going to get your time back—your money back in time.

But it is—I think you get like, I don’t know, 50 uses of agent per month. And so use them wisely. But I mean, I haven’t run out yet, and I use it often.

Melissa Klug:
Well, and when you think about it—if you get 50 a month, are you really going to use it two times a day? Probably not, right? Like, you can really use that judiciously.

But this is one thing that we talked about a lot during the session—during the workshop at the How To Summit—people were like, “Well, I just want to use the free version,” which you absolutely can.

And the free version of ChatGPT is still really, really good.

But neither of us are ever going to be the kind of people that are like, “Hey, just go put a bunch of money in something.” $20 a month—so $240 a year—it’s essentially three hours of your time as an organizer, and it pays for it.

And $20 a month is just so absolutely worth it. For the better service that you get. You get more in-depth knowledge. You get to teach it a little bit more. You just get so much for that $20.

I just don’t think there’s a better use of my money in my business.

Cabri Carpenter:
1000% agree.

Canva—I should make a list. You’ve said, “This is my favorite thing.” I say this sometimes: Canva, I would pay $100 a month for Canva. The fact that they only charge me what—$13 a month or whatever it is—it is criminal.

Descript is also a good one. But ChatGPT for $20 a month—when I think about all the dumb things I spend $20 a month on, it’s so smart. So worth it.

Yeah—just please go spend the money.

Melissa Klug:
In the slides—obviously, this is an audio medium—it’s going to be very hard for us to explain what we are showing on the screen right now. That’s why we would love for you to go to… I can’t even say my own website… proorganizerstudio.com/links.

We have a video example of this agent that you can see. And so Cabri goes through a prompt, and then it shows it working in the background, just to give you an idea of what that agent is. So we will embed these on that site so that you can see what that looks like.

It was much better in person. This was a lot easier one to do in person.

Oh—let’s talk about just one of the uses you talked about for the agent. You gave an example: there are 1,600 realtors in Lubbock. And you then could go say, “I want to go search those realtors, get their website, email address.”

You can also have it search for—for instance—the top 10% in terms of selling, you know. That’s publicly available information.

So you could say, “I need the top 10 realtors, or top 10% of realtors in Lubbock by volume or revenue.”

So there are a lot of things you can do with that, where it just does that thinking for you and you do not have to search through 200 websites.

Cabri Carpenter:
Yeah, that’s actually like a real case study that we’ve done.

We have a large percentage of our business that is focused on moving services, and realtors and interior designers are huge network referrals for us.

And we actually just used our AI agent to collect that data, copy and paste it into a spreadsheet for us. And then that way we can email them, pitch to them, follow them on Facebook if we asked for those URLs and links as well.

And so it can be very powerful.

Melissa Klug:
The other thing too—I know that you like realtors. I’m a big fan of telling people to go after interior designers to network with. And so that would be another one.

And interior designers in particular—I just think, you know, doing a really good prompt on what kind of aesthetic you’re looking for in terms of partnering with an interior designer.

But when you think about people that would be good to network with, this is a great use of agents within ChatGPT.

Custom GPTs

Cabri Carpenter:
Okay. Another cool thing that AI can do is you can create—this is specifically talking about ChatGPT—I don’t know if it’s available for other AI platforms.

I have heard other people talk about it in a way that makes me think it exists, but essentially what you’re doing is creating a custom tool or a custom GPT through ChatGPT.

And essentially, this custom GPT is going to operate as a recipe or a formula that other people then can come in and use.

I specifically have designed one for my weekly brain dumps. I have a lot of ideas, a lot of things—I have ADHD—it just swirls around in my brain like a hot mess.

And so about once a week, I want to do a brain dump. And essentially I have designed this one to know my business and my life. And so it then asks me updates on certain things.

But every single time I come to it, it’s going to run me through the same exact recipe and formula: how to call all that information out of my brain, how to get it sorted and organized, and how to make a plan of attack to accomplish it.

You could essentially use this—let’s say you wanted to create a custom GPT for how to declutter your closet. You could then prompt everything here so your clients click the link, they show up, and then it’s like, “Okay, let’s go through your closet. Have you worn it in a year? Pull it—donate it or throw it away.”

And then it’ll go through and say, “Okay, do you prefer color coding or do you like it by style? Here’s how we do that.”

And it’s essentially going to walk them through that.

I see a lot of opportunity with these custom GPTs when it comes to audits that we see—like we’re looking at a lot of organizers’ websites. We’re looking at a lot of organizers’ social media. We’re even auditing some of their marketing plan—are you blogging, are you emailing, are you posting on Google Business Profile?

We could essentially set up this master formula that would have organizers come through and say, “Okay, here’s what I’m seeing that you’re doing. Here’s the things that you’re not doing. Here’s how I would move forward and go forth to accomplish these things.”

And so it’s just a way to give people a customized look at your process, your framework, your formulas—and actually get a piece of you at a very small, easy accessibility.

I think you could offer this as even like a lead magnet or freebie: “Hey, here’s my organizing guide,” or “Here’s how to do this.”

And I think that people would happily give their email over to get a peek behind the curtain, use some cool new technology, and hopefully—ideally—work with you in the long run.

Melissa Klug:
So how do you actually set this up? What’s the actual structure? How do you do it?

Cabri Carpenter:
Okay. So when you’re in ChatGPT, you just go over—there’s a dropdown that says “GPTs.” You can click on it and say “New project.”

And essentially it will kick off the first phase of what you’re trying to do. It’ll ask you questions like: “Is this brain dump guide specifically for you, or is this brain dump guide to teach other people how to brain dump?”

And so mine right now is set up for me. So whenever I come through each Monday morning, it knows exactly what to do.

I could set it up for everyone where it’s like, “Okay, step one: tell me your name, your business, your website. Here are your social media links.”

Part two is: “Okay, let’s brain dump.”

Here’s some things you could go— I mean, the one time that I did it with client information, it was massive. It was insane.

But you would essentially pull all of that information, and then it takes you to the next step.

You can also make it flow like a flow chart. So if it’s giving you information or asking you information, and as you give information back to it, it can say, “Okay, so we haven’t set up our Google Business Profile. We need to start there before we can actually start posting updates.”

Melissa Klug:
Yeah. Right. And so I could make a GPT that tells you the six digital foundation things that I want you to do and how to do them.

Cabri Carpenter:
Yes.

Melissa Klug:
And then if I could then also get it to yell at people who say, “I don’t have clients,” but they haven’t done any of the six things— is that an option that’s available, or—

Cabri Carpenter:
No, it is an option.

I really think—the power in this is taking a framework and a system and giving it access to other people so they can see it and use it.

So like what would take us hours if we were going through and manually auditing organizer websites—we could essentially put some key formulas within a GPT and then have people run their own audits on their website.

And then it would also kick back a very succinct summary: “Oh hey, you should probably do this,” and “We need some more keywords here,” and “This is in a readable font,” and “You’re missing buttons here.”

It would save us time. It would still serve the organizer. And so it could be a powerful tool.

I’m jumping around with my analogies because this thing is more bigger—like more massive—than you could possibly even understand what it’s capable of doing.

Melissa Klug:
I just love how you just said, “This is more bigger.” That is— I love it. Keep it coming.

Cabri Carpenter:
You can edit that out if you’d like.

Melissa Klug:
Well… or maybe I’ll keep it in. TBD, TBD. Words are hard.

Okay, friends, it’s been a long day. Listen—to be fair, let’s just be full disclosure: you and I have both had a very long day in two different places. It is 7:14 PM. We both still have work in front of us. And the words are not coming to our brains as efficiently as they maybe can at other times.

Cabri Carpenter:
I’m just trying to remind everybody that no one’s perfect.

Melissa Klug:
Oh, please. So far from it.

GEO (Generative Engine Optimization)

Melissa Klug:
Okay. You know I’m a little bit of an evangelist about SEO. It’s so important, and it’s the way that people in our business find clients.

But there’s a new thing. Unfortunately—listen, this is the problem. When you have something that you start to understand or that you hear about a lot, one thing we’re guaranteed is that there’s going to be something new.

Like, for instance, if you’re a big Instagram person—which I am not—you learn the algorithm and then they’re like, “Just kidding, here’s the new one.”

So the new thing on the block for SEO is actually GEO, which is Generative Engine Optimization.

And GEO is going to be increasingly important. So what is GEO?

Remember at the beginning of this chat, we talked about how when you go to Google now, it’ll come up with, “Hey, here’s the AI synopsis of this question you just asked.”

GEO is basically the thing that allows all of these AI bots to figure out what is happening and how they can make good suggestions.

A lot of us now are starting to get people telling us that ChatGPT told them they should hire us as organizers. I’ve had it happen. Cabri’s had it happen. We asked in the session, and a lot of people have started to have this happen where ChatGPT recommends a specific organizer.

That is GEO.

The great news is: if you’ve been around a while and you’ve been doing SEO work, you have a much higher chance of being ranked well in GEO.

But there are some very specific parts of GEO—and that’s for another podcast on another day.

But I want you to at least start hearing that word and understanding it, and knowing that it is a part of what you have to start doing on your website.

So one example would be—we’re probably going to give you some guidance eventually—because blogging is so important. You might have to write one blog that’s optimized for SEO and one blog that’s optimized for GEO if you want to get really good at this.

There are nuances to it. We don’t have time to teach it to you today, but we want you to be aware that this is out there so when you start to see it, you’re not like, “Wait, what? What is that now?”

So have you—what have you seen so far? I mean, you’re a big SEO person. What have you seen so far about GEO in your business? Or have you?

Cabri Carpenter:
So one of the cool things that I think is really encouraging when it comes to GEO is it almost levels the playing field in a way.

If you’re doing really good on the SEO front, you’re automatically going to do really well on the GEO front. But you’re essentially looking at different numbers—different metrics.

With SEO, you want to be targeting keywords, geographic locations. It’s also looking for newness, but not the same way that GEO is.

And so we’re seeing a lot more on the GEO side, just running tests. And I’m using different industries, different locations.

But essentially, somebody who is brand new to the industry but is updating their website often—or updating their Google Business Profile often—they are actually ranking higher on GEO versus SEO.

And so it’s kind of interesting how they correlate in different ways. You do have some people who are ranking high on both, and that’s great.

But you also have some people who are doing cool things. Like I found one—it was actually an HVAC company in Oklahoma—and they do a lot on TikTok. And GEO registered all of their engagement through TikTok.

So whenever I was asking these questions like, “Who’s the best HVAC company in Oklahoma City?” they came up as the number one generated search that ChatGPT gave me just because of the engagement: number of likes, number of comments, all that good stuff they’re getting on TikTok.

And so it’s really encouraging for new organizers who maybe don’t have that longer runway when it comes to websites, blogs, SEO—those things that help and take time to grow and build.

It gives them a little bit of a foot in the playing field. So it’s exciting.

Melissa Klug:
This is another plug, though—I did a podcast a while ago about Pinterest. Pinterest is not just for picking a good paint color. It’s also a place where—while it may not generate specific business—it generates backlinks. It generates traffic. It can generate authenticity for your business in a different way.

And I have simple ways that you can go post on Pinterest. You don’t have to do a lot of work.

But those are all examples of things—like the internet is giving a lot of different ways that we can be found. And GEO, I think, is going to be a huge part of that. It’s an interesting growth for our business.

And that’s a great point—you don’t have to be a super established organizer. There are lots of different ways that you can get found.

Cabri Carpenter:
Can I add one more note?

Melissa Klug:
Please do, because I was just rambling and not making a lot of sense.

Cabri Carpenter:
Okay—SEO ties heavily to specific websites. Occasionally you do see individual pins or individual blogs that have ranking capabilities within them.

GEO is looking at things from kind of a wider lens. So it’s pulling overall engagement on social media. It’s looking at who’s recommended on Reddit. It’s looking at different things on YouTube.

They’re almost pulling behind-the-scenes data that normal SEO—traditional SEO—doesn’t look for.

And so again, it ties into that: it’s new, it’s different, it may change over time, but that’s kind of what it’s looking like right this minute.

Still super encouraging for someone getting started. And regardless if you are a brand new organizer or a veteran organizer, this is one of those things that you’re going to have to learn, and you’re going to have to stay on top of it.

For sure.

Melissa Klug:
Well, the other thing too is a really quick thing you can do is go check—ask ChatGPT: “Recommend a professional organizer in blah blah blah area,” and just see what comes up.

You might be pleasantly surprised, and you might go, “Oof, I’ve got a little bit of work I need to do.”

Okay. We have covered a lot. I feel like—I want to check in on everybody and make sure: how are brains? Are we doing okay?

I know that we just gave you a lot. But if nothing else—if you feel a little bit overwhelmed by the things that we have just told you again—the biggest thing I want you to remember is: you have a tool out there.

You do not have to go to the college level of establishing your own GPT. You can just start at the beginning with a very, very simple prompt.

Just go to openai.com—openai.com—yeah. Open up OpenAI, click the button, open a chat session, and just ask a simple question. Start to learn it. Start to see what it does.

At the very least, just say: “This is my business’s website. This is my Instagram. This is a little bit about what I do. This is my ideal client.” Start to ask those questions. Start to use it.

And I think your brain is going to be opened. And I think before too long, you’re probably going to end up being better at this than you and I are.

Cabri Carpenter:
That would be my goal. I would love to straight—like Mr. Miyagi—that, and someone comes and teaches me cool things. Absolutely.

Melissa Klug:
Also, this is a good opening—just like we did in our session—we are not the experts on this by any stretch.

If you have a cool way that you are using ChatGPT in your organizing business, if you have something really groundbreaking that we didn’t talk about, please email me: hello@proorganizerstudio.com.

If you want to come on the podcast and tell us about the cool things you’re doing, please pitch me. I would love to have that conversation with you. Let’s get out and help all of our fellow organizers get better at our businesses. So I would love that.

I would love you to go to proorganizerstudio.com/links. We are going to have a ton of stuff there. You’ll get my presentation from the How To Summit—my main stage—then you’re going to get this AI presentation and a bunch of other stuff. So I would absolutely love for you guys to go there.

Is there anything that we have missed, Cabri?

Cabri Carpenter:
I don’t think so. I’m just really excited.

We always get a lot of good feedback when we do conversations and topics like this, and I’m curious to see how people are using AI—how they get started with it if it’s a little scary and unfamiliar to them.

And definitely those experts out there that I know exist that are like, “Oh hey, you should be using it for this”—tell us all the things.

Melissa Klug:
I was laughing because I think I already told this story, but I went out to dinner with Brandi and Ryan on the day that we did our workshops. And they were like, “Oh, how’d your workshop go?”

And I’m like, “Oh, I think it went really well,” you know? And they’re like, “Oh, did you get good feedback?”

And I’m like, “Well, yeah—to our face.” I was like, “I don’t know what people said behind our backs,” but everyone was really nice and everybody felt— I mean, I left each session going like, “Everyone seemed energized and excited.”

And so I just think about the Inspired Organizer people that were in the room and the things they’ve done already with it. I have this vision of everybody that came to the How To Summit that was in our workshop—did they use it for cool stuff this week? I hope they did. I hope they did.

Cabri Carpenter:
Oh, I’m confident they did. That’s a good thing. I did. I did.

Melissa Klug:
Well listen, you guys—we really went on a journey there, didn’t we? Three days, a thousand miles, a lot of AI talk.

I really hope that this was helpful. Again, please go to proorganizerstudio.com/links for all the stuff.

And then I will just put in—if you’re still here with me—the tiniest plug: our Inspired Organizer program is closing enrollment for the rest of 2025 and a little bit of 2026. Also, we’re going to be making a ton of changes, and I would love for you to get in.

So it is closing on November 11th, which is the Tuesday—so 11/11—and I would love to have you in before that.

So all of the details—if you want to know more information about what our Inspired Organizer program is, why it’s wonderful, all those things—then please hit up proorganizerstudio.com/links.

You guys, I really appreciate you, and I appreciate you being here listening. And I hope that you have a wonderful rest of your day.