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Leeann | Your Tech-Savvy OBM
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Leeann | Your Tech-Savvy OBM
  • How to Keep Clients Informed Without More Meetings
    AI Skills | Client Experience

    How to Keep Clients Informed Without More Meetings

    Keep your clients informed with short weekly client updates that make progress and approvals easy, so you can save your calls for conversations that need them.

    Continue Reading How to Keep Clients Informed Without More MeetingsContinue

  • How to Give Constructive Feedback to Your VA
    AI Skills | Team Experience

    How to Give Constructive Feedback to Your VA

    Learn how to give constructive feedback to your VA after a mistake, understand what happened, agree on useful next steps, and follow up with clear expectations.

    Continue Reading How to Give Constructive Feedback to Your VAContinue

  • Weekly Work Schedule vs. Weekly Planning: What’s The Difference?
    AI Skills | Business Organization

    Weekly Work Schedule vs. Weekly Planning: What’s The Difference?

    Learn how a weekly work schedule and weekly planning fit together, so recurring tasks have time alongside client projects, changing priorities, and deadlines.

    Continue Reading Weekly Work Schedule vs. Weekly Planning: What’s The Difference?Continue

  • How to Keep Up With Small Business Admin During Busy Weeks
    AI Skills | Business Organization

    How to Keep Up With Small Business Admin During Busy Weeks

    Keep up with small business admin during busy weeks. Give recurring tasks a place in your schedule so missed follow-ups don’t disrupt decisions or launches.

    Continue Reading How to Keep Up With Small Business Admin During Busy WeeksContinue

  • Build a Contractor Interview Process That Saves Time
    AI Skills | Team Experience

    Build a Contractor Interview Process That Saves Time

    Use a contractor interview process with consistent questions, scorecards, scheduling, and candidate emails so hiring does not take over your workweek.

    Continue Reading Build a Contractor Interview Process That Saves TimeContinue

  • Inbox Management When You Work Alone
    AI Skills | Business Organization

    Inbox Management When You Work Alone

    Make inbox management easier. See how I use prepared replies, focused review time, and clear expectations to keep client emails moving.

    Continue Reading Inbox Management When You Work AloneContinue

  • How to Take Time Off When Clients Rely on You
    AI Skills | Client Experience

    How to Take Time Off When Clients Rely on You

    Learn how to take time off when clients rely on you, with clear expectations, realistic support arrangements, and fewer avoidable interruptions while you’re away.

    Continue Reading How to Take Time Off When Clients Rely on YouContinue

  • How to Get Client Testimonials From Your Client Calls
    AI Skills | Client Experience

    How to Get Client Testimonials From Your Client Calls

    Learn how to get client testimonials from your call transcripts, check quotes, ask permission, and save client wins for your next email, post, or case study.

    Continue Reading How to Get Client Testimonials From Your Client CallsContinue

  • How I Use AI Meeting Notes to Create ClickUp Tasks
    AI Skills | Team Experience

    How I Use AI Meeting Notes to Create ClickUp Tasks

    See how I use AI meeting notes to create ClickUp tasks with assignees, due dates, and context, so my team has what they need to get started after our meeting.

    Continue Reading How I Use AI Meeting Notes to Create ClickUp TasksContinue

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There was a point where AI was “technically” helpi There was a point where AI was “technically” helping with my team meetings… and I was still annoyed 😂

I’d give it my meeting transcript, but I never knew what I’d get back. 

Sometimes it gave me a giant summary. 
Sometimes the action items were buried inside paragraphs. And sometimes it added that corporate meeting language that nobody on my team would EVER say.

So I built the Team Meeting Assistant Skill…

In this behind-the-scenes look, I’m showing you how it takes a meeting transcript and turns it into a clear record of:
→ Highlights and important updates
→ Follow-up items with assignees and due dates
→ New priorities that came out of the conversation
→ Topics we parked for another time

And if we discussed an action item without deciding who owns it or when it’s due, the Skill asks before the work gets added to our project management tool.

That means I can stay in the conversation during the meeting, then leave with the decisions and next steps organized in a way my brain understands.

The Team Meeting Assistant Skill is available NOW for $29.

Grab it at leeannforbes.com/ai-skills or through the link in my bio, or get all 20 Skills with the AI-Powered Ops Team All Access Pass. 💚
If you’ve been using ChatGPT or Claude to write th If you’ve been using ChatGPT or Claude to write the occasional email or answer a quick question, there’s SO much more operational support available to you.

30 Tasks You Can Give Your AI-Powered Ops Team shares practical ways AI can help you prepare meeting agendas, organise client calls, plan projects, make decisions, support your team, prep for a hire and map out a launch.

For every task, you’ll see:

→ What AI can help you do
→ What information to give it
→ What it can create for you
→ Which AI Skill can take on that role

This is the perfect place to start if you keep hearing about AI Skills but still want to understand what they could actually look like inside YOUR business.

Plus, it’ll give you a little preview of what’s coming Monday, when 30 Days to Build Your AI-Powered Ops Team officially begins. 👀

Grab the free guide through the link in my bio! 💚
There’s a big difference between an experience fee There’s a big difference between an experience feeling personal and everything being manual.

The right systems let your clients feel supported, know exactly what happens next and get what they need without creating more work for you. 

If you’re ready to upgrade your client onboarding and downgrade your workload, then we should chat. 

DM me “TINY” to chat 💚
You don’t need more systems just for the sake of h You don’t need more systems just for the sake of having ✨systems✨.

Let’s get you the right level of support for where your business is right now…

Maybe you know your operations are messy and you want someone to come in, figure out what isn’t working and actually implement the systems for you.

Or you want to build a profitable tiny team and need the strategy, structure and accountability to make sure your business can support the team you’re building.

Or maybe you’re not ready for hands-on support yeeet. You just want to get those processes out of your head and into SOPs your team can actually follow.

That’s why there are a few different ways we can work together.

Swipe through to find the one that sounds most like where you are right now.

And if you’re thinking, “Okay Leeann, but which one do I actually need?” 😅

Book a Smarter Systems Session and we’ll figure out your best next step together. 💚
That many videos sounds like an incredible resourc That many videos sounds like an incredible resource for your clients…

Until they need help with sales when you aren’t available and their only option is scrolling through three years of recordings trying to figure out which video might have the answer. 😭

After running her group program for 3 years, my client, built an amazing library of trainings, coaching calls and resources with even more content being added regularly.

But she didn’t have a solid content delivery system

So we built one that organised those 115+ videos around what her members were actually looking for.

Need help with sales? Here’s where to go.

Struggling with mindset? Start here.

Looking for marketing and social media support? We’ve got you.

Instead of opening a long list of recordings with zero context and skipping through videos hoping to find the right answer, members could actually navigate the library based on what they needed.

And because she’s still creating content, we designed the system to make it easy to organize and add new resources as her library grows.

If you can relate to having more than enough content, but your clients need a better way to find and use it.

Book a Smarter Systems Session and let’s fix it! 💚

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