Free Lesson
How I Use AI to Fix Onboarding & Prep for Investor Calls
30 min
Aug 5, 2025 2:00 PM
Virtual (Zoom)
In this video
What you'll learn
Turn messy founder notes to client onboarding flows with AI
Learn how to use AI to turn founder brain dumps into structured client onboarding flows inside Notion or your CRM.
Speed up investor prep with AI-powered QA
Discover how I use AI to audit and organize investor materials, saving founders hours during fundraising prep.
Avoid the biggest mistakes founders make with AI
Understand where AI helps (and hurts) most when building internal systems—so you don’t automate chaos.
Why this topic matters
Startups waste tons of time reinventing onboarding and scrambling during fundraising. As a fractional COO, I’ve learned where AI actually helps, not just in theory, but in the messy, internal workflows most teams avoid. This session gives you practical ways to use AI to save time, look sharp, and scale cleanly.
You'll learn from
Katie Barnes
Fractional COO helping startups fix internal chaos with clean systems & AI
Linda Mutricy
10 years automating internal Ops workflows; AI software engineer for CPG brands