
I have been in business long enough to remember when meeting with a client meant sitting across a desk from them with a notebook and a pen.
You took notes.
You went back to the office.
You typed them up.
You made your to-do list.
You followed up.
And hopefully, you remembered everything you had agreed to do.
It worked.
For that time.
But business doesn’t work that way anymore.
The Business Hasn’t Changed. How We Do Business Has.
Clients still want results.
We still need to understand their problems, earn their trust, deliver what we promise and stay accountable.
Those things haven’t changed.
What has changed are the tools we have to do them.
Today, I can meet with a client on Zoom without either of us leaving our offices.
The meeting can be recorded.
A tool like Fathom can capture the conversation and create notes.
Instead of spending the next hour trying to remember everything we discussed, we can turn that conversation into action items.
- Who is doing what?
- What needs to happen next?
- What did we promise the client?
- What did the client agree to do?
- And what are we going to hold each other accountable for before the next meeting?
That’s a very different way of working.
And Meetings Are Only One Example
Think about how much else has changed.
We used to rely on networking events and introductions to meet prospective clients. Today, someone can discover you through LinkedIn, Google, an email, a video or something you wrote months ago.
We used to spend hours creating first drafts, organizing research or staring at a blank page.
Now AI can help us take a brain dump and turn it into something organized that we can actually work with.
We used to keep information in notebooks, folders and our heads.
Now we can build systems that capture it, organize it and remind us what needs to happen next.
That doesn’t mean the old way was wrong.
It means we have better tools now.
But Better Tools Don’t Automatically Make a Better Business
This is where I think business owners can get distracted.
AI isn’t going to run your entire business for you.
A Zoom notetaker isn’t going to make you accountable.
LinkedIn isn’t going to build relationships for you.
Technology can make us faster and more organized.
But we still have to think.
We still have to make decisions.
We still have to follow through.
And we still have to know what result we’re trying to create in the first place.
Experience Still Matters
I don’t want to throw away everything I learned over decades of running businesses just because a new tool came along.
Quite the opposite.
Experience tells me what questions to ask.
Technology helps me do something with the answers faster.
That’s the combination I find exciting.
The fundamentals I learned years ago still matter: relationships, trust, commitment, focus and accountability.
I’m just not interested in doing something the slow way simply because that’s how I’ve always done it.
So, How Are You Working Now?
That’s the question I think every experienced business owner should be asking.
Not, How do I use every new piece of technology?
But:
Where am I still working the way I did five, ten or twenty years ago when there is now a better way?
Maybe it’s how you run meetings.
Maybe it’s how you follow up.
Maybe it’s how you market.
Maybe it’s how you create content.
Maybe it’s how you manage your to-do list.
Maybe it’s how you hold yourself and your clients accountable.
The goal isn’t to chase every new tool.
It’s to keep what still works, change what doesn’t, and use what’s available today to run a better business.
Because business has changed.
The question is whether the way you’re working has changed with it.
If You’re Ready to Look at This in Your Own Business
If you’re interested in improving how efficient your meetings are and keeping your clients focused and accountable, this is exactly the kind of thing I help with.
I’ve combined five decades of business development experience with my experience using AI, and I can help you build a workflow that actually changes how your business runs. Better meetings. Fewer things falling through the cracks. More of your time going toward the work that actually grows revenue.
If that’s useful to you, reach out. I offer a complimentary call to talk through where things stand now and where a few better systems could take you.
Schedule a Call
Shelly Berman
Business Development and Communication Strategist






