How SMBs Win With AI: Josh Giron on AI Calling, Agents, and Operations

AI: Voice or Victim?

Small businesses can beat bigger competitors with practical AI. In this episode, engineer and operator Josh Giron shows how to turn messy “tribal knowledge” into clean SOPs, spin up AI voice agents for calling and qualification, and plug AI into sales ops for enrichment and outbound. If you want fewer manual tasks, more booked meetings, and predictable processes, this one’s for you.

What you’ll learn
• How to document workflows fast with transcripts and turn them into shareable SOPs
• The basics of AI calling for BDR tasks, appointment setting, and first-touch triage
• CRM enrichment and multi-domain outbound that scales without extra headcount
• Guardrails that matter: least-privilege access, human spot checks, tested backups
• Change management: pilots, proof, and upskilling to get real adoption

Quick answers
• What is AI calling? An automated voice agent that makes or answers calls, follows an objective, logs to your CRM, and hands off to a human when needed.
• First steps after ChatGPT? Record key processes, auto-transcribe, generate SOPs, then connect AI to your CRM and outbound.
• How do I keep agents safe? Limit permissions, require approvals for risky actions, and maintain tested recovery plans.

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