If your year-end to-do list is already spilling into January, where do you start?

In this solo episode of the Playbook AI Partners Podcast, Sandy Kibling shares four simple AI plays for business owners who want to wrap up the year with a clearer plan. You’ll hear how to sort unfinished tasks, spot wins you might have overlooked, draft follow-ups that sound like you, and save a prompt you can use again.

Sandy walks through her P.L.A.Y. method so you can pick one problem, map out how to tackle it, bring in AI where it helps, and measure the result.

She also previews The Huddle’s January automation camp and March revenue calculator camp, and shares how to join her free year-end planning webinar on December 9, 2026 at 10 a.m. Mountain Time.

Listen for a prompt you can put to work before your next planning session.

Resources:

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If your sales emails are getting ignored, what happens when AI helps you send even more of them?

In this episode of Playbook AI Partners, I talk with Francis Bero, VP of AI Strategy at HG Insights, about why better outreach starts before you write a single line. If you’re a business owner or sales leader wondering where AI fits, we break down the decisions that make an email worth sending.

Francis walks through the work behind a good sales email, from researching the prospect to identifying a likely problem and showing how you can help.

He shares his $5 vs. $500 test for deciding which steps AI can handle and where human judgment belongs. We also explore how sales and marketing can use the same customer research to agree on who to reach and why.

Key Takeaways:

1. Break down the work behind the email. Research the prospect, identify a likely problem, connect it to your offer, and find something that backs up your claim.
2. Use the $5 vs. $500 test. If a step feels like a $5 task to outsource, it may be a candidate for AI. If you’d pay $500 for someone’s expertise, keep a person involved.
3. Give AI context tied to the decision. Start with what you need to learn or decide, then provide the relevant information and review what the AI produces.

Resources:

HG Insights

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Buying or selling a home can feel like managing a second job—chasing updates, coordinating professionals, and wondering what happens next.

In this episode, Sandy Kibling sits down with entrepreneur Sheldon Wolf to explore his vision for a more connected real estate experience. Drawing on decades in real estate and technology, Sheldon explains why he believes improving the customer journey starts with bringing the scattered pieces together.

Sheldon introduces Chloe, the AI concierge behind his platform, Intellitary, and describes how she is designed to gather customer needs, help coordinate next steps, and connect people with screened real estate and financing professionals.

Sandy asks the questions consumers want answered about responsiveness, fees, trust, and human involvement.

Listen for a practical conversation about using AI to support service—and why personal connections still matter when the decision is this big.

3 Key Takeaways

1. Start with the customer’s journey. Sheldon’s approach focuses on connecting the steps between an initial inquiry and working with a professional.
2. Better questions support better handoffs. Gathering needs, timing, location, and financing status upfront gives professionals more context.
3. Human service still matters. Sheldon describes AI as a tool for coordinating information and connections, with people remaining part of the process.

Resources:

Sheldon Wolf - Website

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You’re paying for the tools—but do you know who controls the accounts, where your passwords live, or whether you’re still using every subscription?

Sandy Kibling sits down with Mary Wuest of Synced Strategies to explore the digital essentials that quietly keep a business running. From domains and email to websites and software, they discuss how overlooked details can become expensive headaches when an employee leaves, a vendor changes, or an important account becomes inaccessible.

Mary shares why documenting ownership, access, responsibilities, and support contacts can help business owners prepare for disruptions and smoother transitions.

Sandy and Mary also explore how adding AI tools can complicate an already crowded collection of platforms, why human judgment still matters, and how a simple subscription review can reveal unnecessary spending. Listen for practical questions to help you organize your business’s digital foundation before adding the next shiny tool.

Key Takeaways

1. Know who holds the keys. Identify who owns and controls your domains, website, email, and other essential accounts—and what happens when that person leaves.
2. Document what keeps the business running. Capture important processes, responsibilities, and support contacts so essential knowledge doesn’t live with only one person.
3. Review before you add. Check subscriptions for unused tools, overlapping features, and unnecessary plan levels. Bring the same thoughtful approach to AI, including reviewing its output.

Resources:

Synced Strategies

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What happens when AI helps individual employees work faster, but the whole team still gets stuck?

In this episode, Sandy Kibling talks with Ricardo Arcia, author of The Cognitive Leader, about his organization’s journey to rethink how software gets built. He shares why early experiments produced uneven quality, unexpected bottlenecks, and an important lesson: adding AI to a shaky process can amplify the chaos.

Together, they explore the shift from writing code to guiding and validating AI’s work, why training needs ongoing coaching, and how clear policies support responsible adoption.

Ricardo also explains Team Zero—a dedicated team that tests new approaches and shares what works with the rest of the organization. Whether you lead an engineering team or are navigating AI adoption in your business, this conversation offers practical questions about people, processes, and measuring meaningful progress.

3 Key Takeaways

1. Measure the whole workflow. One person finishing faster does not guarantee faster delivery if the next team cannot use the work.
2. Pair AI tools with training and coaching. People need support to guide AI, validate its output, and build new habits.
3. Give experimentation a clear home. Ricardo’s Team Zero tests approaches, adapts the process, and shares updated guidance with other teams.

Resources:

Teravision

The Cognitive Leader.com

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When you read a social media post, are you hearing from a person—or a bot?

In this episode of the Playbook AI Partners podcast, Sandy Kibling talks with engineering leader and AI practitioner Richard Kersey about online trust, AI-generated content, and what happens when people begin questioning who is behind the conversation. Together, they explore how we can enjoy AI’s creative potential while keeping human voices and accountability in the picture.

Richard shares the thinking behind his social network experiment, where people vouch for other people through a chain of invitations and trust. The conversation explores privacy, the challenges of verifying someone is human, concerns about deepfakes, and the distinction between using AI to express your ideas and letting automated accounts drive the discussion.

Listen for a thoughtful look at what it could take to keep the internet a place where people can connect with greater confidence.

3 Key Takeaways

1. AI assistance can still carry a human voice. Richard distinguishes between using AI to improve your writing and automated accounts posting without a person’s viewpoint behind them.
2. Privacy and accountability deserve to be considered together. His experiment explores whether people vouching for one another can support trust while preserving anonymity.
3. New tools need thoughtful guardrails. Sandy and Richard emphasize checking what we encounter online and considering who takes responsibility when AI gets something wrong.

Resources:

Chirpper - Website

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AI can help turn an idea into a working product faster than ever. But a product still needs a clear purpose, a reason for people to choose it, and a way for customers to find it.

Sandy talks with Raj Singh, VP of product at Mozilla, about what changes when building gets easier and why human judgment matters more than ever.

Raj shares three starting points for builders: spend time defining what you want to make, think about growth before launch, and start exploring even if your idea is still taking shape.

They also discuss using AI as a thought partner, testing different ways to reach customers, and keeping trust and quality in view as more AI-generated products and content appear.

3 Key Takeaways

1. Plan before you build. Talk through the idea, gather feedback, and write down what the product needs to do before moving into implementation.
2. Think about how people will find it. A finished product needs a growth plan; test channels and invest more in what works.
3. Use AI to sharpen your judgment. Ask it harder questions and explore possibilities, then decide what fits your customers and business.

Resources:

RajSingh

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AI may help doctors manage paperwork and spend more time with patients. But what happens when an AI-generated note includes something you never discussed? Sandy talks with Dr. Camille Williams,(A.K.A. Queen) a radiation oncologist and veteran, about the promise of AI in healthcare and why careful review still matters.

Dr. Williams shares what to do when a cancer diagnosis leaves you overwhelmed: bring someone to appointments, ask your doctor to slow down, and request explanations you can understand. She also discusses her work helping veterans explore possible links between service-related exposures and cancer. Together,

Sandy and Dr. Williams make the case for care built on clear questions, accurate records, and a partnership between patients and physicians.

3 Key Takeaways

1. Bring a second set of ears. After a cancer diagnosis, a trusted person can help you hear, remember, and follow up on what the doctor says.
2. Ask for an explanation you can picture. It is reasonable to ask where the cancer is, whether it has spread, and what unfamiliar medical terms mean.
3. Review your visit notes. AI can help with documentation, but clinicians need to check its work. Patients can flag anything in their records that does not match the conversation.

Resources:

Question 4 Cancer Doctors

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