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Predictions: Which Freelance Skills Will Be Most Valued In 2027?

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As we enter Fiscal Year 2027, demand for the expertise, experience, energy and enthusiasm that Freelance professionals bring to for-profit and not-for-profit organizations around the world continues on an upward trend. Hiring rates of Freelance professionals climbed 44% above the average demand predicted by leading Freelance labor platforms. The market is projected to grow from $8.9 billion in 2026 to $21.97 billion by 2031, with a compound annual growth rate (CAGR) of 16.32%.

To state the obvious, the steady growth of Freelance labor has largely been fueled by the digital revolution, that has touched all aspects of how we live and work. Artificial Intelligence is the center of the universe now, generating a big demand for Freelance talent. In fact, there is a shortage of talent that possesses the necessary capability to evaluate AI readiness assessment, has a command of AI development expertise or machine learning engineering, or owns the desired fluency in prompt engineering. Other technology sectors that remain a magnet for Freelance talent are programming, from mobile app to software and web development, plus user experience (UX) and user interface (UI) specialists, cybersecurity and sustainability experts. These lucrative niches are predicted by leading Freelance labor sources to reach a CAGR of 16.32% during 2026 – 2031.

Niche to watch: supply chain and logistics

Another industry that has the potential to provide a strong demand for Freelance talent is the supply chain sector, which is expected to play a prominent role in hiring rates of independent labor in FY 2027. The global supply chain industry is entering a period of growth in FY 2027. After several years of sluggish hiring, companies are again expanding their capabilities across logistics, procurement, planning and manufacturing. Hiring managers are especially interested in Freelance professionals who have strong data analytics proficiency and environmental sustainability skills, along with sustainability and logistics experience that includes cross-functional expertise.45% of supply chain and logistics companies currently work with Freelance talent.

The quick acceptance and implementation of AI powered digital tools have enabled the use of robotics and workflow streamlining, for example, but there is an AI talent gap in the supply chain work force. These urgencies have compelled industry decision-makers to take advantage of the global, scalable, agile workforce available by way of the Freelance talent pool, which also delivers a cost-savings of 30% – 40% vs. full-time employees. The Bureau of Labor Statistics projects 11% growth in supply chain management jobs through 2030 .

Thanks for reading,

Kim

Image: © The New York Times/ Federico Rios Escobar. The container ship ZIM Newark (Germany) sails through the Panama Canal in July 2024

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7 AI Tools Take Your Freelance Entity To The Top

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If striking out on your own to launch a solo Freelance entity has progressed from interesting idea status to a Pinterest goal in development, you may be ready to explore a few specifics that will help you prepare to advance your plan from the Pinterest board to a functioning business entity. It is almost certain that you’ve considered how Artificial Intelligence-powered software and other digital tools can optimize your business operations. You’ll be happy to know that numerous AI-powered technological resources are readily available to help Freelance solopreneurs operate their one-person enterprise with an efficiency and impact that rivals larger organizations.

A 2026 report published by Upwork, the Freelance talent marketplace that serves both companies in search of knowledge economy workers and independent professionals whose business is to provide it and the digital communications provider Zoom, 91% of Freelance single owner business entities say that AI has reduced their routine administrative work and enabled 74% of respondents to scale without hiring full-time employees. In fact, many Freelance business owners view operating a single-person entity as an advantage that bakes in operational flexibility and strategic agility. When necessary, a Freelance solopreneur can turn to software-as-a-service AI agents and/or assistants, or hire a Freelance colleague whose expertise can be contracted on a per-project basis, to expertly manage whatever aspects of the project are outside of his/her wheelhouse. The Rise of the Solopreneur report, which surveyed nearly 3,000 respondents located in 48 states and participating in 12 industries, provides a window into how this entrepreneurial segment is building success and expanding its impact in the global labor force. For workers and companies alike, the rise of Freelance solopreneurs who strategically implement AI-powered tech resources demonstrates that the future of work may no longer be defined by the number of workers a company employs, but rather by the founder’s expertise.

The challenges once inherent in operating a business alone have steadily declined since the advent of tech advances that have become commonplace—cloud computing, e-commerce infrastructure, including secure online payment options, social media platforms and other marketing activities that promote the company and build the brand. Moreover, there are now Freelance marketplace platforms that facilitate the building of a vital client list. That’s all good, but life as a Freelance on-your-own business owner requires significant confidence and discipline, along with expertise in your field.

Being able to manage stress and stay motivated are a couple more must-have characteristics. You’ll also have to be ready to wear many hats, for example marketing, sales, customer service, accounting/finance and operations. Oh, yes, and as CEO, you are the face of the company. There’s no one else to delegate tasks to, so being incredibly resourceful, strategic in managing their time and all-around resilient are other qualities Freelance solopreneurs must live up to.

It can be successfully done if that is the way you want it! Below are a few technological resources that will help you stay on top of things and maintain a positive mindset while you do.

1. Financial Reporting and Analysis: AI-powered financial tools are foundational for sound decision-making that is informed by your company’s key performance metrics. AI powered financial tools can deliver timely, relevant perspectives to financial analysis and give eye-opening insights into what drives revenue and profit. However, AI financial tools are not one-size-fits-all and the service you choose must align with the your reporting and analysis needs. Predictive analytics for financial forecasting might be a priority.

2. Customer Relations Management: CRM integrates your marketing strategies with AI-powered technology and brings highly useful capabilities by using advanced analytics, market research and automation to deliver personalized customer experiences that increase sales conversions, increase customer loyalty, encourage repeat business and reduce churn. AI can enhance customer acquisition by facilitating targeted marketing campaigns, improving conversion through predictive analytics and making recommendations that help you optimize sales strategies. As well, CRM will ensure comprehensive customer service and a pleasantly memorable customer experience, by tracking and managing all customer touch points—for example, purchases and inquiries—to deliver consistent support.

3. Operations and Workflow Management: AI software systems are powerful tools that can, among other capabilities, streamline work processes and improve operational efficiency by mapping, automating and tracking your workflows to monitor your output and progress. An AI agent can also provide actionable recommendations to address critical operational issues and even augment or correct incomplete or inconsistent data, to help you obtain accurate insights and achieve informed decision-making. By training on historical data, AI models can quickly identify unusual patterns and outliers that might signal quality control issues. 

4. Sales/Marketing Funnel & Leadgen: AI-driven leadgen marketing/sales funnels are able to adjust timing, marketing or sales channels and personalized messages that respond to the behavior of prospective buyers In Real Time. Responsiveness is valuable to you because a lost lead is lost revenue. According to research by Mc Kinsey, adaptive AI-powered marketing/sales funnels reduce prospect drop-off and make a sale more likely. AI can manage customer relations management entries, qualify leads and even handle initial sales interactions via your AI-powered chatbot. AI lead qualification can ask the initial questions, score intent, tag high-quality leads and push the most promising prospects into your pipeline automatically.

Be sure to add a Follow-Up Agent, a software tool that automates the process of staying in touch so that promising leads are not lost due to insufficient follow-up. Instead of relying on manual reminders sent by you, the follow-up agent uses AI to “read” ongoing conversations and determine when and how to reach out, adapting the timing of follow-up and conversational tone depending on how the lead interacts. The system is designed to track engagement signals such as email opens, clicks, or unanswered messages. Based on this information, the follow-up agent does exactly that by composing personalized messages that reflect the context of the conversation and even the role of the recipient.

5. Content Strategy and Creation: AI can draft newsletters, blog posts, social media updates, marketing emails for campaigns and advertising copy, all tailored to specific audience segments and optimized for Search Engine Optimization. AI software can also analyze customer data to segment audiences and automate personalized marketing messages. A Content Repurposing Agent– will transform long-form content (blogs, YouTube, newsletters) into short clips that enable you to extract the full value of your strategies and messages and reinforce their impact by recycling it to the other platforms. Now you can produce social media posts, marketing emails—or even videos that feature you discussing key points of your message and what it means to customers—and using a script that’s inspired by the repurposing agent.

6. Graphic Design: AI is revolutionizing the design industry, making it possible for those who are not design professionals to produce credible graphic designs for your marketing materials that enhance personalization and improve engagement that promotes sales conversations. In a recent McKinsey Global Survey, 65% of participants noted their company regularly use generative AI—nearly double the percentage recorded 10 months before and 69% of marketing and other creative professionals believe AI-enhanced tools boost their team’s creativity. AI can generate numerous ideas and variations based on initial input, helping graphic designers break through creative blocks and explore directions they might not have considered otherwise. AI is also lowering the barrier to entry for non-designers who need to produce visual content. User-friendly design assistants can guide novices through the creative process, offering suggestions and automating complex tasks. Take a look at some highly favored design software.

7. Cybersecurity & Data Privacy: Managing a primarily AI-driven business presents significant cybersecurity precautions. Small and medium-sized businesses, a category that includes Freelance solopreneurs, are more frequent targets of cybercrime than larger companies, industry research shows. The good news is agentic AI and AI agents are beefing up cybersecurity by automating decision-making. Not only will an AI-powered cybersecurity system enable dynamic access management by adjusting user access based on behavior and risk, in that way aligning with zero trust principles, but also agentic AI will continuously monitor activities, and reveal atypical patterns to identify and mitigate insider threats before they escalate.  Furthermore, agentic AI enhances workflow efficiency by automating tasks like alert triage and incident response, with applications in cybersecurity for autonomous threat detection and response (Lisowski, 2024). Organizations adopting agentic AI for security and governance are reporting significant benefits, including faster decision-making and improved risk management (Chiodi, 2025).

Thanks for reading,

Kim

Image: Freepik

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Newsletters Are Back

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Marketing mavens have rediscovered the newsletter. After a period of what could be called benign neglect, when this once standard marketing tool fell out of favor and was sidelined, the reappearance of newsletters represents a long overdue acknowledgement of data-verified performance results. Without question, the newsletter has for several decades been among the most effective promotional and relationship-building resources in a marketer’s arsenal.

Some of you reading now may have once looked forward to receiving a favorite newsletter that was delivered by your postal service. Then, in the early 2000s, your humble newsletter demonstrated its agility and responded to the new technology known as email, and seamlessly adapted from hard-copy to digital format. In fact, it can be successfully argued that the multi-faceted, hard-working newsletter was the original email marketing content. The format has again demonstrated that it is an effective, and therefore valuable, component of well-conceived marketing strategies and campaigns. Marketing thought leaders have joined the cheering section, calling digitally distributed (i.e., email) content marketing as foundational to long-term business growth.

Newsletters by definition are communication tools that facilitate engagement and relationship development with readers—that is, current clients, past clients, prospects and also colleagues and peers who’d like to familiarize themselves with your business—and you. According to a 2026 report published by Newsletter Industry Statistics, 78% of B2B marketers use newsletters to generate leads and 60% say newsletters are their top driver of customer retention—which, BTW, invites repeat business. A well-composed newsletter can showcase your entity, and you, in many ways:

  • A platform for you to tell your brand story
  • Cultivate client relationships, inspire trust in prospects, re-engage past clients
  • Demonstrate your thought leader expertise
  • Nurture brand loyalty
  • Make announcements and updates
  • Present product or service spotlights
  • Generate website traffic and sales

Because your newsletter is capable of influencing more people than you may realize, and in more ways than you might imagine, it is imperative that you make it a good read. You have a story to tell; ensure that the information you share is relevant, timely and compelling. Spice up the text with a splash of appealing visuals that aligns with your narrative, using both still images and (short) video clips. Be sensitive to reader attention spans as you compose your newsletter: three pages, or about 500-600 words, is probably suitable for most but still images will expand the page count. Furthermore, your newsletter (and all of your marketing emails) should adhere to mobile device specs, because 60% will be opened on mobile. As for scheduling your newsletter, monthly is an acceptable frequency known to build and maintain reader engagement.

Make it relevant, visually interesting and personal

Before you commit to producing a newsletter for your Freelance entity, decide what you’d like your newsletter to do for your business? Would you like to increase brand awareness, generate leads, nurture relationships, or boost sales? In most cases it’s all of the above, but it makes sense to know your destination before you set off on a journey.

When you’ve clarified the purpose, you can confidently choose topics for articles and other content that will guide your creation of an effective marketing tool. Your customer relations management data will reveal what your clients want to know and, even better, can segment clients into groups based on relevant distinguishing criteria, such as for-profit or not-for-profit designation, pain points or goals that motivate clients to seek out your solution, purchase history, or frequency. By segmenting your audience, you can then tailor certain elements of your newsletter content to each group and in that way enhance the relevance, personalization, engagement and, ultimately, sales revenue generated. Artificial Intelligence software will optimize the insights provided by your CRM data, that can accurately pinpoint client preferences, priorities, behaviors and challenges. Moreover, AI software such as ChatGPT, Grammarly, Ideamap, or Microsoft Copilot, for example, can facilitate the brainstorming and idea generation process and present to you potentially dozens of interesting newsletter topics that would address the focus of your target newsletter reader groups.

According to data reported by Exploding Topics, approximately 72% of newsletter subscribers are motivated by a desire to either stay up-to-date with company happenings or learn about a topic of interest when they choose to subscribe to a newsletter. Surprisingly, when given the option of receiving updates about your brand by way of social media or an email newsletter that slips into their inbox, 90% of readers choose to receive your newsletter.

So there is your mission—identify headline topics that will be segmented by personalized interests and priorities and made available to readers based on what resonates most, as a way to encourage relevance and value that readers will associate with your newsletter, as well as your company. With assistance from your CRM and AI resources, you will learn which topics that a critical mass of readers would like to take a deep-dive exploration into, and also topics for which they’ll be pleased to receive just basic info. Lastly, readers will appreciate quick and visible access to links that announce upcoming events, perhaps some in which you’ll have a featured presence, such as a podcast, webinar, or teaching assignment. Ideally, your newsletter will function as a portal for conversation with your clients and prospects. Make it interactive by including a mix of content that they’ll anticipate reading every month, such as:

  • Links to your blog or other useful articles
  • One deep-dive article
  • Poll or survey
  • Product or service spotlights
  • Call-to-action
  • Special events—your speaking or teaching engagements, participation in charity events

Thanks for reading,

Kim

Image: courtesy of the Louvre Museum, Paris, France. Muse Reading Greek (Boeotia) circa 435-425 BC

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Brave New World of B2B Marketing: What Customers Expect Now

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The processes of marketing and sales in the B2B sector continues adjusting to local and global economic factors, as it responds to revolutionary technological advancements that are changing so much about how business is done. What might successful marketing campaigns and sales strategies look like as we approach 2027? What will define effective tactics? “Fasten your seat belts, it’s going to be a bumpy ride” is the correct answer for the time being. Most of all, whatever lead generation marketing strategies and tactics that have done a respectable job bringing in customers will need a review and a reset as you come face2face with the growing adoption of artificial intelligence-powered business tools. Also rocking the boat is the availability of online information that’s fueling the Do It Yourself B2B buyer journey that’s seducing more of your prospects. Funnels and channels are receding into history.

Search moves from keywords to trustworthy references

Let’s begin with what’s on track to become the most impactful development in both business and personal sectors—the arrival, and acceptance, of artificial AI-powered everything. You’ve surely noticed that keyword searches may not only produce a list of website links? More often than not, you also see an AI-overview that gives addresses your query in AI-generated complete sentences. AI-driven traffic is growing 165 times faster than organic search. An important outcome of this change is that your website will now play a lesser role in your marketing strategy—or maybe none at all. Recall that just a year ago, it was a given that the foundation of your digital presence (and marketing) was the website. So it’s not about getting your site into the Top 10 search results anymore. Now, it’s Google AI-verified citations that make your organization look credible. Maybe you should consider it another spin on EEAT (experience, expertise, authoritative, trustworthy)?

Today, search means earning a referral as a trusted source; if AI can’t recommend you, there’s little chance you’ll be able to interact with a prospect yourself and attempt to make a pitch. If you do nothing else this year, devise a strategy to upgrade your marketing searchability so you can optimize your online presence for AI search engines and demonstrate that your organization is trustworthy and deserving of recommendation. Freelancers who hesitate to hire a marketing company (maybe until you get beyond tax time?) can perform some DIY work to make your entity become AI-search favorable.

  • Establish visibility on digital sources these systems already trust. Online public relations mentions have considerable influence on AI visibility, so get a PR campaign going and get your entity (and yourself) mentioned in industry publications. Additionally, establish a presence on experts’ forums and industry publications.
  • Prospects tend to use longer, more conversational queries when conducting AI-powered searches, say the SEO experts at BrightEdge, who found that queries of eight or more words trigger AI Overviews far more frequently. You can align your company with this customer behavior when you brainstorm a list of the most frequently asked questions you receive; make sure that you include complex or specific queries. Next, drop those FAQs and your responses into the appropriate tabs on your website and social media, written as concise, problem-solving sentences that are placed in the appropriate tabs in your website and social media platforms. Your objective is to create opportunities for your digital content (i.e., marketing messages)to be referenced in AI searches.
  • Remember that prospective buyers expect to find relevant information about your services and products on your social media platforms. Prospects expect that questions can be asked and answered and that expectation makes social media ideal sites for AI-friendly conversational queries that portray your company as trustworthy. Prospective buyers will also appreciate demos, comparisons, pricing and outcomes. Brand stories may become less important as prospective buyers turn to AI search for content that shows how your solution will solve problems. Freelancers would be wise to post content that answers typical buyer journey FAQs because if your social content looks like ads, it might be ignored.

Funnels are responsive, static buyer journeys are done

The marketing/sales funnel as we’ve known it is on a slippery slope to obsolescence in 2026. If your approach to leadgen hasn’t changed in two years or so, it’s probably out-of-date because it is almost certainly unresponsive to nuanced customer needs. One-size-fits-all leadgen can’t keep up with the In Real Time B2B buyer journey behavior and expectations. Hyper-responsive AI-driven leadgen marketing/sales funnels are able to adjust timing, marketing (or sales) channels and messaging that responds to the behavior of prospective buyers IRT. That responsiveness is valuable to you because a dropped lead is lost revenue. According to research by Mc Kinsey, adaptive AI-powered marketing/sales funnels reduce prospect drop-off and make a sale more likely.

The typical marketing/sales funnel is being outclassed as buyers increasingly turn to AI agents for product or service summaries and reviews, performance comparisons and rankingsof competing products or services and, ultimately, purchase recommendations. Adobe Analytics reports that traffic to retailer websites from generative AI sources increased by 1,200% in February 2025 vs. July 2024.

What Freelancers must do now is to stop thinking of buying “stages”—Top of Funnel, Middle of Funnel, Bottom of Funnel— and start recognizing and responding to buying signals. Redesign your marketing/sales funnel to respond to behavior that does not follow the (increasingly irrelevant) TOFU, MOFU, BOFU stages. AI-powered “zero-click” journeys can distill the discovery-to-decision process—and simultaneously effectively eliminate opportunities for brands to influence prospects, differentiate from competitors—or even appear in the list of possibilities during the buyer journey. A survey of more than 1,100 US consumers by Bain & Company found that 80% of them rely on these “zero-click” results for at least 40% of their searches. 

AI ready to become the buyer journey influencer

The involvement of AI agents such as Gemini Deep Research and Microsoft Copilot that “streamline” the B2B buyer journey present a real challenge to Freelancers and others who have marketing and sales responsibility. Freelancers who are reluctant to adapt their leadgen tactics to include an AI-friendly protocol might have already begun to lose those who might have been customers. What’s scary is that it’s unlikely you’ll know what’s happening to your leads. Remember, the obligatory visit to your website is often omitted when the buyer journey is guided by the brisk efficiency of an AI agent. There will be no browsing through our services and about us tabs; no marketing content downloads that deliver (hopefully) convincing info for prospects to read and assess. When contact with the core touch point that is your website is bypassed, marketers will be unable to reach out and send a personalized marketing email that could start a dialogue, build trust and result in a sale. Since the “fingerprint” obtained from contact with your website will not be available, you won’t know which interested prospects might have become customers.

In the Brave New World that’s brought to us by AI capabilities, if the digital presence of your brand is scarce on platforms other than your website, your company and its services or products may be rendered effectively invisible to AI-powered search. As AI assistants guide prospective buyers through a frictionless process that moves from questions to product or service comparisons to recommendations, relatively quickly and seamlessly. There will be no need to study an e-book or envision how a case study might apply to a prospect’s needs and goals, no need to listen to a webinar or podcast. Products and services that are AI-friendly will be made available for consideration; marketing content that the AI agent finds on a trusted platform will be shared with prospects and will form the basis of the buying recommendation. It is clear that how you promote and sell your products and services will be upended.

Yet all may not be lost, thanks to basic human behaviors. Researchers at Bain and Company anticipates B2B prospective customers will respond to the growing presence of AI with, you guessed it, acceptance or avoidance. Still, wise Freelance professionals will be in a stronger position by implementing even a low-cost, no-cost strategy designed to make their brand more visible to AI search and AI agents. So, ramp up your social media content to become more service or product oriented and create content that provides info that substantively assists the buyer journey. Sell prospects the way they want to be sold and express your content in an AI-friendly format, as per your analysis of FAQs. Recognizing PR opportunities whose purpose is to obtain for your brand heightened visibility and favorable mentions in respected publications and give yourself another way to position your brand as trustworthy and deserving of an AI agent recommendation. Bain and Company predictions are as follows:

1). Prospective customers will go directly to the brand website, because that’s what they’ve always done. In fact, who are slow to adopt generative AI may dominate B2B marketing and sales processes enabling traditional sales channels to retain the lion’s share of traffic. That said, the growing use of AI agents and the ubiquity of AI-powered search is likely to chip away at traditional methods.

2.) Customers whose buyer journey is AI-supported will span the spectrum from casual shopping assistance to completion of a major purchase guided by an AI agent. These behaviors might slow down the inevitability of AI influence on the buyer journey.

Thanks for reading,

Kim

Image: © Dragoscondrea | Dreamstime.com

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Revolutionize Your Email Marketing Campaigns

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How many times over the past 10 years have B2B marketing experts declared email marketing dead? Oh, well—sometimes experts project their own feelings onto those whose behaviors they’ve been charged to study and predict. The experts, it seems, and not the customers, were ready to move on but like a cat, email marketing has nine lives. B2B email marketing in 2025 continued to earn the trust of customers and prospects and produced a confidence-boosting performance for marketers. The median B2B open rate reached 36.7%–42.35% , an increase from 34.2% in 2024, according to data from VerifiedEmail.

Email marketing continues to deliver exceptional return on investment of $36–$42 per $1 spent as of 2025, as reported by data published by Los Angeles, CA based VerifiedEmail and outperforming all digital marketing channels by 4–5x. Bold text, eye-catching images, interactive content and an irresistible subject line are how email marketers capture the attention of intended readers.

AI tools optimize performance of an evergreen marketing resource

A 2025 Boston Consulting Group survey of 251 marketing professionals concluded that 33% of survey respondents regularly use generative AI tools and 92% of respondents feel optimistic or very optimistic about the creative potential of GenAI over the next two to three years. GenAI tools like ChatGPT, the AI-powered chatbot developed by OpenAI and the AI-powered search engine Perplexity are primarily used to write articles and create images that accompany social media posts. Email marketers are finding inspiration in those capabilities and are off to a good start with AI technology. According to Salesforce research, AI is positioned to greatly enhance the impact of email marketing:

  • Managing campaigns: AI helps marketers understand which elements of an email campaign are effective and which do not resonate.
  • Content creation: GenAI platforms will support the text outline and compose the narrative, as well as edit your copy and also create the images that supply visual context to your marketing message.
  • Brainstorming: Marketers can use AI to jumpstart creativity and elevate the quality of the text you produce and help you to more efficiently produce the irresistible subject lines, eye-catching images and, most importantly, compelling topics that build the audience for marketing emails that deliver your newsletters.
  • Scaling output: AI can speed up completion of the normally time-consuming functions listed above—finding the right subject line, composing newsletter text, producing an image that enhances your text and, icing on the cake, analyzing the performance of your email marketing campaigns.

Getting in, getting noticed, getting opened

The volume of daily emails received by a working adult is often overwhelming and most inboxes are inundated with messages both business and personal. Nevertheless, the response to email marketing remains robust, propelled by the value and trust conveyed in highly targeted, personalized marketing messages that address the needs and priorities of decision-makers.

Still, recipients are inclined to require opt-in permission to control their email deluge. A double opt-in protocol that asks subscribers to both agree to accept your emails and also include another security layer by adding your company email address to his/her trusted contact list, your emails might still be blocked by spam filters. The unintended consequence is that 22% of permissioned email fails to reach subscriber inboxes.

Furthermore, like a determined salmon swimming upstream, reaching subscriber inboxes is only Step One in your marketing email’s journey. Step Two for email marketers is to prepare for how the email will be received and noticed by subscribers. Research indicates that as of 2025, 55% of email is opened on mobile devices, that is, smart phone or tablet. Responsive design is therefore required for your marketing emails. Furthermore, mobile devices allow only a limited view of the email subject line. Just first 40 characters of a subject line are visible on the iPhone email app.

Those 40 characters have a big responsibility. Marketers are advised to be very selective about what those 40 characters communicate to potential readers. Then again, shorter subject lines consistently outperform longer ones. The email marketing experts at Constant Contact point out that that all aspects of your email content—format, text and images—must be considered and optimal email design for different mobile devices may not be uniform.

An intriguing discovery is that including an emoji in the subject line can increase open rate by 56%. Still, a subject line that is considered relevant will likely be the more persuasive strategy for intended readers. Finally, there is the most important ingredient in this recipe and that is email content. The open and click through rates depend on the content delivered in the email. The subscriber has to feel that the subject you’ll cover—whether it’s a special offer, an announcement of some sort, or a hot industry topic—must be relevant and timely.

Email segmentation is the new normal

Email segmentation, along with email marketing automation, has been one of the biggest digital marketing trends over the last few years. Email segmentation has moved from what was considered an “advanced feature” to a capability that basically all email service provider platforms offer because basically all email marketers want to use segmentation in their email marketing campaigns to enhance the ROI.

Recent studies have found that 33% of companies segment their audiences for marketing campaigns and 20% send customer-specific emails. In fact, researchers at VerifiedEmail report a pronounced shift from email volume to email relevance that’s revealed the highest-performing campaigns send fewer emails to more precisely segmented (targeted) audiences and achieve 30% higher open rates and 50% higher click-through rates. These findings suggest that email marketers create customer personae and use data from those profiles to segment audiences and more effectively target the campaign content they will receive. Hyper -personalized marketing content has been shown to produce as much as a six-fold increase in transaction rate. In addition to producing increased sales revenue, the data further suggests that segmentation can boost recipient engagement as well. An industry study by MailChimp found that segmented campaigns lead to an average of 14% greater open rates and 100% greater clickthrough rates. Keep in mind that this happens when fewer, hyper-personalized emails are sent—I’m sure you’ll agree that limiting your marketing emails increases the value of those you do send and works to limit your unsubscribe rate.

Listen up—email marketing experts know that CTR matters more than the email open rate. VerifiedEmail spills the tea and points out that in our privacy-restricted era, CTR represents the most reliable engagement signal—it requires deliberate action rather than passive preview. Top-quartile email campaigns achieve 6%–10% CTR with diligent segmentation and AI- augmented personalization.

Get started by choosing the right email marketing eervice

Many marketers face the same challenge—they want to send marketing emails, grow their customer list and audience, plus automate and segment email campaigns without spending hours on design or technical setup. Furthermore, you may get stuck with the grunt work of performing manual data transfers risk to add list names and profile info if the software you use doesn’t integrate with the software used by your customer relations management service. You might also be limited in the number of marketing emails you can send. Or maybe you’ll eventually become dissatisfied with the generic designs that do not enhance your brand.

In other words, it will be worth your time to investigate and compare ESP software plans to identify the right platform for your needs. The right platform will save time and aggravation. It will simplify your workflow, encourage customer engagement, increase your campaign conversion rate and make your brand memorable in the best ways.

The price range of ESP plans varies significantly, depending on the level of service you’d like to have. There are even free plans that most likely will limit your number of email campaigns per day or month, a low-cost plan that could cost perhaps $5 to $10 per month, with limited campaign sends and size of the contact list, could be a good way for a Freelance professional to get started and access the benefits of email marketing. The average cost of email marketing platforms for up to 500 contacts is around $20 per month. Choosing the best platform won’t be complicated if you focus on the features that matter most. A list of typical services that marketers use is below. Next, you can start your ESP research here with this credible list of recommended email platforms Forbes Magazine in January 2026: 

1. Send volume. Pick a platform with send limits and pricing that match your current and future email marketing plans. Don’t overpay for features you won’t use or hit limits too soon.

2. Easy platform migration. Make sure it’s easy to migrate your customer data from your old system. The less time you spend moving contacts, the sooner you can get back to marketing.

3. Seamless integrations. Look for software that works with your CRM, online store, and even social media. This makes it easier to retarget leads and keep your marketing efforts connected.

4. User-friendly design tools. Choose a platform with drag-and-drop editors and customizable templates. You shouldn’t need a designer or coder to build beautiful emails.

5. Automation & AI. Advanced platforms let you automate email workflows, like sending follow-ups based on opens or clicks. AI can help predict the best times to send emails, write subject lines, or even suggest content.

6. Customization & branding. Free or cheap plans often include the platform’s logo on your emails. Invest in a plan that lets you add your branding, so your business looks professional.

7. Analytics. Basic reports should track open rates, click-through rates, and conversions. A/B testing tools can show you what’s working and where to improve.

Thanks for reading,

Kim

Image: © Getty Images. Burning Blue Email

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AI Agent, AI Assistant, or Chatbot?

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New technology continues to come at us fast and furious—wow, what can you do with it all? Does it overwhelm and make you want to hide in bed, under the covers? Maybe that’s not the worse response if it helps you to (eventually) feel safe and calm enough to check out a few things and get an idea of what may be useful for your organization. As it happens, you can consider three new technologies right now—well, two of them you’ve probably been using for a while, but you may not be aware of the full extent of their capabilities and how they’re able to bring operational efficiencies to your Freelance empire. About the third technology on the agenda you may have a vague idea at best and little to no experience using it. The three processes are connected in that they help you, the user, efficiently complete a number of administrative tasks that keep your business operations rolling. The level of functionality you’ll want, that is, the technology you may bring on board will, as expected, depend on what will serve your purpose.

Why AI Assistant?

If you’ve ever picked up your phone and asked Siri (iPhone) or Alexa (Samsung Galaxy, et al.) a question, you’ve used an AI assistant, also known as a virtual assistant, a type of AI-powered technology that can perform simple administrative tasks such as scheduling appointments, retrieving data, giving you directions to where you need to go and controlling smart home devices. AI assistants can also operate transportation systems, schedule calendar software and manage other types of systems that are designed to complete specific tasks. All you have to do is start talking or typing and give the prompt, the more specific the better. Your AI assistant is an intelligent application that understands natural language commands and you are able to use conversational prompts to initiate your tasks. Keep in mind that AI assistants are reactive, so you must request a task to be done.

The technological capability known as large language models (LLMs) specializes in text-related tasks and enables AI assistants to “understand” questions submitted by humans and will respond to those questions with relevant information, suggestions, or next step actions. Your AI assistant /virtual assistant can also help you simplify access to information, automate repetitive tasks and streamline complicated workflows. In business, AI assistants also perform basic data analysis that enables you to efficiently obtain insights that you can factor into decision-making.

Freelancers are happy to know that an AI assistant/virtual assistant can play a role in improving the customer experience you offer by providing real-time support across online chat, voice and email. AI assistants can manage common customer inquiries, guide users through self-service options and manage complex issues when necessary. Using natural language processing (NLP), they’ll answer questions, recommend products/services and help customers complete transactions quickly and accurately. AI assistants provide interactive support, adapt to user needs and learn from feedback and conversation history to enhance the quality of responses. Their 24/7 availability can substantively enhance customer satisfaction and reduce costs, most notably, staffing.

However, AI assistants have limitations. They require specific prompts to produce the best results and their capabilities are limited to predefined functions they have been equipped and trained to handle. For example, an AI assistant can use a spreadsheet to generate a table that compares “x versus y,” but cannot independently take action to create such a comparison without your prompt.

Furthermore, AI assistants do not necessarily have persistent memory and they do not inherently retain information from past user interactions. Some AI assistants can reference prior conversations within a session by storing relevant details in their context window or by using a feature that is called “memory” to recall selected information and use the stored info to improve future responses. In sum, Freelancers can think of an AI assistant as your virtual personal helper and an efficient support system for a busy Freelancer. 

Is AI Agent the way to go?

AI agent refers to a system or program that can independently complete tasks on behalf of users, or another system, by designing its own workflow and using available tools. The AI agent is more autonomous, connected and sophisticated than AI assistants and can encompass a wide range of functions beyond Natural Language Processing, such as decision-making, problem-solving, interacting with external environments and executing actions.

While the AI assistant requires users to provide prompts to initiate every action, AI agents can operate independently after an initial kick-off prompt. AI agents are proactive and able to work independently to achieve a specific goal by collaborating with your other technological tools. They evaluate assigned goals, break tasks into chunks and develop their own workflows to achieve specific objectives for you. AI agents are versatile and can be used for many tasks, from software design and IT automation to code-generation tools and interfacing with your chatbot or AI assistant to provide customer service that enhances the experience. Using advanced NLP from LLMs, AI agents understand and follow user prompts and have the ability to strategize their actions and determine when to call on external tools to complete tasks.

After your initial prompt, the AI agent is off to the races, working without further input and reducing the need for your involvement at every stage. Unlike AI assistants, which will suggest actions for you to review and approve, AI agents have the capability to independently reason, make decisions and problem-solve for you by using external data sets and tools. Their ability to surpass a purely chat-based framework enables proactive decision-making and learning, saving time by handling complex workflows on its own. 

  • Connectivity: AI agents are able to unify various capabilities into a single workflow, thereby eliminating bottlenecks that arise from disconnected systems. By integrating seamlessly with external applications, data sources and other AI models, the AI agent will enhance productivity while reducing friction between different components of a process.
  • Decision-making and action: AI agents go beyond chat to accomplish tasks on their own, based on a specific goal. They analyze problems, break them into chunks and plan next steps autonomously. This makes them effective for handling complex, ambiguous problems. Some AI agents can even demonstrate computer use, where an LLM can click, type and operate a computer to complete tasks.
  • Persistent memory and adaptive learning: Compared to AI assistants, AI agents have a greater capacity to learn. They store previous actions, conversations and experiences, enabling them to refine their approach over time. With persistent memory, AI agents can recall past interactions to improve future responses, while adaptive learning allows them to adjust their behavior based on feedback and outcomes. Because they integrate with external applications and tools, they can act on real-time data rather than relying solely on their initial training. Over repeated interactions, they become more efficient, sensitive to context and better aligned with your needs.
  • Task chaining: AI agents don’t complete tasks on its own; instead, it will they break complex workflows into smaller, manageable steps—chunks. AI agents identify the connections between tasks, which help ensure that each step logically flows into the next. This ability enables structured execution across multi-step processes and makes automation more dynamic.
  • Team play: AI agents often specialize in specific tasks—one may excel at fact-checking, while another is better at research. These agents can collaborate, forming teams that tackle complex challenges together.

AI agents take customer experience and customer support further by adapting to user behavior in real time. Unlike AI assistants, AI agents fully learn and improve interactions, whether it’s simulating job interviews or handling complex support issues autonomously. They work across websites, apps and Internet of Things devices such as smart watches, smart door locks and fitness trackers to create well executed and highly personalized user experiences. AI agents can improve task management and collaboration by interpreting user needs and assigning tasks to AI assistants, for example. Your AI assistant can use agent-generated data to create more intuitive outputs and enhance coordination.

The downside of AI assistants and AI agents

AI agents have a lot of promise and it’s all quite inspiring but–it’s all new and there can be the occasional system fail, as you might expect. There are risks and limitations with AI-powered technologies to consider. LLMs are susceptible to even the smallest prompt changes that can cause “hallucinations,” meaning that AI agents and AI assistants might fail if, for example, the underlying foundation model breaks. They may have trouble creating comprehensive plans, or may not logically analyze their findings. They sometimes get stuck in endless feedback loops.

Furthermore, because AI agents collaborate with external environments and tools, they must deal with the changes to those tools. Over time, those changes might cause the agent set up to break. AI assistants, however, do not use external tools, so the problem can be avoided.

Finally, for complex tasks, AI agents require a great deal of training and completing tasks might take a minute. On top of that, they can often be expensive. The technology is new and we are still in the early days of understanding and observing what AI agents can do. This future of AI might see nearly complete autonomy of AI technology but for now, human intervention is often still necessary to keep things on track.

Where does Chatbot fit?

By now, you’ve probably used a chatbot to get quick answers to basic questions you may have had about a purchase you wanted to make, like “Is curb side delivery available?” or “What are your store hours on Tuesdays?” A chatbot is a computer program that simulates human conversation with the system user. Not all chatbots are equipped with artificial intelligence (AI), but recent configurations increasingly use conversational AI techniques such as NLP to understand user questions and give responses to them.

The earliest chatbots were merely interactive FAQ programs that relied on a limited list of common questions and pre-programmed answers. Unable to interpret natural language, these FAQs generally required users to select from simple keywords and phrases to move the conversation forward. Such rudimentary chatbots are unable to process complex questions, nor answer simple questions that haven’t been predicted by the developers.

The next generation of chatbots with generative AI capabilities offer more desirable functionality with their understanding of common language and complex queries, their ability to adapt to a user’s style of conversation and use of “empathy” when answering user questions. That means FAQ chatbots no longer need to be pre-programmed with answers to predetermined questions; it’s easier and faster to use generative AI in combination with an organization’s’ knowledge base to automatically generate answers to a wider range of questions.

Conversational-style AI chatbots can process user questions or comments and generate a human-like response, but generative AI chatbots have raised the bar and can even generate new content to incorporate into responses. The new content can include high-quality text, images and sound based on the LLMs they are trained on. When supported by generative AI, the newest chatbots can recognize, summarize, translate, predict and create content in response to a user queries without the need for human interaction. Generative AI can bring a whole new world to old-school chatbots that often gave a rocky performance, to put it politely. But today’s generative AI chatbots can become a 24/7 customer service department that plays a key role in delivering the customer experience that fulfills customer expectations of your brand—and it can be a good fit.

Today’s chatbots can seamlessly manage customer interactions 24/7—and every task becomes a lesson that continuously improves the quality of future chatbot responses. A chatbot can provide a capable first responder and provide back-up support during busy seasons and peak hours, or offload tedious repetitive questions so that human (paid) employees can focus on more complex issues. Chatbots can help reduce the number of users requiring human assistance, while ensuring that businesses efficiently meet customer needs, even after business hours.

A chatbot can also eliminate long wait times for phone-based customer support, or even longer wait times for email, chat, or web-based support, because the system is always available immediately to however many users at once. That’s a great user experience that creates satisfied customers who are more likely to exhibit brand loyalty and give your company good word of mouth, repeat business and referrals.

Again, be advised that caution and due diligence must be conducted when using AI-powered technology, that also includes the generative AI chatbot, along with AI assistants and AI agents. Security risks such as data leaks sub-standard confidentiality and liability concerns, incomplete licensing of source data and uncertain privacy and compliance with international laws. With a lack of proper input data, there is the ongoing risk of “hallucinations,” that undermine the relevance or accuracy of responses that may result in the customer finding it necessary to abandon the technology, creating dashed expectations and an unsatisfactory experience.

When choosing a provider, ask questions to determine if the chatbot meets your deployment, scalability and security requirements. Many chatbots are delivered via the cloud to draw on learning and outcomes from other customer conversations, so if this requires an on-premises solution or a single tenant environment, the list of available providers is much shorter.

Thanks for reading,

Kim

Image: Electronic Superhighway Continental U.S., Alaska, Hawaii (1995) created by South Korean artist Nam June Paik (1935-2006)

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Let’s Optimize Your Website Chatbot

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Over the past several years, you’ve most likely noticed that chatbots have become a standard feature, particularly on corporate websites. Whether the user is a prospect on a buyer’s journey, searching for basic product info, or a customer looking to resolve a (hopefully!) quick service request, maybe an exchange or return, experimenting with the generative AI powered resource known as chatbot seems reasonable to many. After all, if it appears that you’ll be able to transact your business more quickly and easily, why not give it a try?

But unfortunately, many users have been disappointed by what they expected would be a good experience with a time-saving new technology. A survey conducted in 2023 found that while 68% of business website visitors have interacted with a chatbot just 35% agree that most of the time, the chatbot helped them achieve their mission. Meanwhile, 77% of users felt their chatbot experience was frustrating.

Duly noted but nevertheless, the corporate bosses are determined to making GenAI adoption a success. They’ve decided that chatbots are the future and the future is now; they envision chatbot as the portal where customers and prospects will access product information, register complaints and obtain refunds or exchanges—all without the assistance of the company’s (paid) employees, BTW.

The bosses are fully aware that these often mundane interactions are critical to customer satisfaction and loyalty, brand image and sales but as of now, users are reporting that their chatbot interactions are lacking. The 2023 survey referenced above also showed that 88% of business website visitors would rather speak with a human customer service agent via telephone when seeking information or resolving a problem, clearly indicating that today’s chatbot is in need of refinement. The current fixes don’t always work, according to users, resulting in what could be a great resource to come up short because the solutions that users want aren’t programmed into the thing. If the corporate champions of generative AI chatbots would like to realize its full value—and I suspect that even disappointed users would agree that the potential value of generative AI chatbot is considerable—the customer experience must be prioritized when programming and implementing the technology.

Customer service and IT teams are on notice to fix chatbot problems and fortunately, they are beginning to realize that the chatbot challenge isn’t primarily technological—it’s psychological. It seems obvious that chatbot developers would be greatly assisted by researching and verifying the solutions that users want and their expectations regarding the overall chatbot experience. In a 2024 survey, 85% of customer service leaders reported that they are currently exploring more user-friendly chatbot solutions.

So, Freelancer friend—does your website have a chatbot or have you, like me, hesitated to adopt a resource that ought to be a good thing, but your own user experience with the technology hasn’t lived up to your expectations? Or maybe those of you who have installed a website or social media chatbot might like to improve the experience? If you’d like to refine the responses, visit the Frequently Asked Questions document, which is the knowledge base for the chatbot. You’ll be able to make edits there and the chatbot will integrate the new information in its responses. Below are enhancements you may want to incorporate as you work to optimize your company’s chatbot experience and facilitate user satisfaction, enhance the perception of your brand and drive sales.

Conversational tone preferred

Research has shown that up to 35%  of customers behave differently when interacting with chatbots, as compared to a human agent, because interacting with a machine feels less personal. Make your chatbot communications more personal and welcoming by programming the system to respond like a friendly and efficient human customer service agent. A conversational yet professional tone, appropriate expressions of empathy (“I’m sorry to hear that”) and giving other common responses that (“How does that sound?”) can encourage users to feel comfortable and trust their chatbot interaction, behaviors that contribute to a positive customer experience. Also, creating a human-like avatar and giving it a name makes users feel that your chatbot is more relatable and trustworthy.

Your chatbot can even “learn” to give understated compliments that can discreetly recommend purchases. In fact, many customers respond favorably to gentle endorsement of their choices (“Yes, this tie will look both fashionable and professional”) and up to 12.5% are inclined to accept chatbot purchasing recommendations. Still, be aware that attempting to make your chatbot too chummy by programming in what can be perceived as false flattery and a turn-off. Overly personal language triggers suspicion and makes customers feel manipulated. Keep the compliments fact-based, professional and aligned with the professional tone that customers expect from a chatbot.

Customers in a hurry want just the facts

Customers who are in a hurry, or those who are upset and feeling that expectations have not been met, just want to fix their problem, quickly and satisfactorily. Feelings of disappointment and frustration override the preference toward human-like chatbot responses. Research has found that dissatisfied customers were 23% less satisfied when met with conversational chatbot “empathy” when there is a problem to fix. At those times, customers prefer a straightforward, all-business chatbot interaction that is fast and efficient.

Furthermore, conversational responses can raise expectations and inadvertently heighten frustration if chatbot responses do not quickly and accurately produce problem resolution. It will be useful to program your chatbot to shift into all-business mode and respond quickly and clearly when frustration or urgency are detected. In high-stress situations, it’s better to not seem “human” at all.

Advertise accuracy

Advertising the potential benefits of using your chatbot is a good thing! Let visitors to your website or social media sites know that your chatbot is able to quickly and correctly answer questions and solve problems, save time and make accessing information easy. Broadcasting the likelihood of success generates the expectation of a positive experience, promotes trust in the chatbot and encourages customers and prospects to take a chance with your chatbot. Inviting website visitors to “try it, you’ll like it” can potentially increase chatbot engagement by up to 22%, according to a 2021 study.

This point was reinforced in another 2023 study of chatbot interactions that revealed when users engaged in identical conversations with human customer service agents and the chatbot, 8.5% reported they were less satisfied after using the chatbot. But when chatbot benefits were highlighted, for example, announcing 24/7 service availability, 37% of that same subject group reported they were more satisfied with the chatbot than with the slower, and less-available, human agents. Give your chatbot an enthusiastic endorsement and you’ll encourage its use.

Getting better all the time

The best way to improve the performance and acceptance of your chatbot is to help it get “smarter”. Research shows that users were up to 17% more likely to accept the chatbot’s suggestions when told that the chatbot is on a continuous learning curve and is not limited by a static algorithm that’s upgraded only intermittently. It seems a chatbot that’s “enrolled” in ongoing continuing education is favored over a presumably knowledgeable human customer service agent.

In other words, tell the world that your chatbot is always being improved with the ongoing addition of new information and user feedback. It’s like working with an enthusiastic young intern—users may be inclined to forgive occasional small errors and appreciate that each interaction will be better than the last. Without this explanation, some users might have limited confidence in this resource (perhaps a result of underwhelming, if not disappointing, chatbot experiences on other sites). Make the effort to optimize how your chatbot communicates by training the technology to deliver customer service that meets, or exceeds, user expectations. Finally, know that it is also important that human interaction should be available to your customers and prospects when they request it.

Thanks for reading,

Kim

Image: © Dzmitry Auramchik

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How Do Freelancers Get Ready to Use AI?

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Artificial Intelligence continues to expand its presence in the business operations of companies large and small as it delivers to users numerous advantages. That said, business owners and leaders are advised to be mindful that integrating AI into their operations is more complex than installing Software as a Service products; both SaaS and AI require prospective users to determine where and why certain capabilities are desired. For example, there should be a clear understanding of which business function(s) could enhance productivity, perhaps, or save significant time, if it/they operated more efficiently. However, ramping up for the introduction of AI requires a deeper dive than what is required for introducing an SaaS application. A good place to begin your AI decision-making is to answer these questions:

  • What problems do you think AI will solve?
  • Which business functions do you think AI will improve?
  • Which key performance indicator metrics will be chosen to evaluate the impact of AI on your organization?

Business functions that often benefit from AI

Artificial Intelligence is a powerful tool that, when used strategically, can significantly improve the operational efficiency of business processes and in particular, can enhance the ability to make data-driven decisions that can guide your response to critical business questions or opportunities. AI also has many other useful capabilities, from automating repetitive tasks such as inventory management, by calculating optimal inventory levels, to enhancing the customer experience by way of a website chat bot that quickly and accurately answers questions posed by prospective customers and also deliver personalized messages to customers that encourage engagement and loyalty.

Begin your company’s assessment of AI by examining the role AI might have in your business operations—where and how do you envision it can potentially benefit your company? Addressing the above questions should be helpful. Furthermore, studying AI use cases across major industries will provide insight into where your organization might focus. Starting with small and easily measured processes will allow you to gauge both the effectiveness of AI in your operations and your (or your team’s) ability to work with the technology. AI has produced good results in these business functions:

• In marketing, AI will support market research, including data analysis, marketing content creation, generating marketing campaign visuals and marketing campaign support, such as personalized content creation and automating lead generation tasks. More than 90% of companies begin their AI journey with marketing.

• In sales, AI supports competitive analysis, predicts trends and may possibly lead you discover a potentially lucrative niche market.

• In technology, AI will assist in software development and system architecture design, speeds-up innovation and improves outcomes.

• Freelancers will find AI tools useful for project management, budgeting, invoicing and automating customer emails.

• In manufacturing, AI monitors machinery conditions, predicts failures and analyzes real-time data, enabling preventive measures that reduce costly downtime.

Advance planning helps AI implementation

Once you decide which business function will benefit from AI and would also be a good place to start, create an AI onboarding plan to support the success of your roll-out. Furthermore, if you have employees, factor in the attitude your staff may have regarding AI, which is an important consideration that can help or hinder your plan to introduce AI. Transparency is a must as you consider, and then decide, which business function(s) you’d like to see become AI-powered.

  1. Ensure that AI will seamlessly integrate into business processes

AI is considered a disruptive technology, but integrating AI should not disrupt how your business operates. Implementing AI is meant to improve your existing business processes. A well-planned AI data integration strategy will ensure that the technology will work efficiently within your business operations. In other words, AI must work with current systems, not against them. Before introducing AI, you are advised to confirm:

  • Does AI work with your current software and tools?
  • How much upskilling will you and your employees need to use AI correctly?
  • How will AI affect your existing business processes?

2. AI-ready data

Once you’ve decided to implement AI, it’s important to understand that this technology requires access to high-quality, structured (accessible) and accurate data in order to function effectively, especially in the B2B sector.  When the intention is to incorporate AI, it will be necessary to first focus on data integration. The AI system “learns” from your data bases and formulates data-driven decisions and predictions accordingly. Data accuracy (or inaccuracy) directly impacts AI performance—so, if the input data is incomplete or incorrect, the system may generate flawed results, leading to errors.

Garbage in, garbage out. It is imperative that you review your company’s data quality, consistency and accessibility. AI works best with structured data, that is, data stored in a way that AI tools can easily access and utilize it. You can improve your data integration as follows:

  • Check data accuracy to eliminate AI prediction errors
  • Remove duplicate data to prevent AI from repeated mistakes
  • Use cloud storage to give AI optimum access to real-time data
  • Set data rules to ensure that your data is stored in the cloud in an accessible and useful way

3. AI training for employees (and you)

AI adoption is successful when businesses train their teams to use AI correctly. AI does not exist to replace employees, but to support them. Because AI has acquired a degree of controversy, which might cause employees to feel suspicious, if not fearful, regarding their future prospects for employment, investing in AI training, along with transparent communications about how AI will be used in the organization are crucial. By training employees (and yourself), you will improve the results of your AI integration. Training will also ensure that your employees can appropriately manage the technology, which will make them feel confident and help you to win their support and trust.

An ongoing conversation with employees that includes listening and empathy, presented with the spirit of collaboration, will be crucial to AI’s success in your organization. Once you implement AI, invite employee feedback by asking them how AI affects their work. Your goal is to foster acceptance and that entails helping employees understand the the technology and spark enthusiasm for their opportunity to work with it.

  • Teach AI basics so that employees will understand how AI supports decision-making, for example, and encourage them to learn and test other AI features you’ll introduce in a judgment-free setting
  • Ensure that employees have the opportunity to learn to use AI in their daily tasks, as a way to show them that AI is a helpful tool and not a threat

4. AI security and privacy issues

A major challenge in AI integration for is ensuring that AI does not create security risks. Introducing security measures from the start helps businesses avoid the embarrassment (and possible legal trouble) that result from data breaches. AI works with data, including customer information, financial records and internal business information. Establish rules for AI security, including:

  1. Data protection – Store data securely to prevent breaches or hacking.
  2. Access – Limit who can see and use AI-powered systems.
  3. Quality control – Regularly check AI decisions to ensure they are accurate and ethical.
  4. Compliance – Follow data protection laws like GDPR and CCPA.

5. Start small, monitor and measure

Although AI is without question the Next Big Thing, tech experts recommend approaching AI integration cautiously. Adoption can be risky if not done without both clear objectives regarding what you hope to achieve and an understanding of the technology’s capabilities and limitations. It’s possible for businesses to fail with AI because they overreach with implementation, deciding to use it everywhere at once. AI is complex and mistakes can be costly.

Starting small with AI and testing AI tools in limited areas of your operations, so that you might gauge what works and evaluate where and how AI adds value in your organization, is the prudent way to introduce AI. You want to avoid committing too heavily to a new technology that may not be fully aligned with your business needs. A small project will allow you to test AI in a controlled way, identify challenges and measure results before making AI a bigger part of operations.

Finally, be advised that AI tools are not a one-time setup. AI will require updates, maintenance and adjustments over time, to ensure that your AI tools continue to perform as expected. It’s important to remember that AI “learns” over time and must be updated to remain accurate; without appropriate maintenance, AI can become outdated and unreliable— subsequent technological advances will cause older AI tools to be replaced by updated ones, for example. Companies should set a schedule for reviewing and updating AI. Where staffing allows, they should also assign a team to handle AI improvements. Solopreneurs and SMBs are recommended to speak with an AI systems technology professional to monitor their AI tools.

Thanks for reading,

Kim

Image: © 2025 University of Cincinnati Online

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Crisis Communications: Monitor and Defend Your Online Presence

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Managing the online presence and reputation of a brand, whether personal or company, is no longer considered mere vanity or over-reaching micromanagement. Regular tracking and review of all content that pertains to your organization and shows up in searches—its services and products, the company itself and its leaders—including AI-powered searches, is now recognized as a necessity. Vigilant and consistent monitoring of information that appears online about your company and you, as the principal of your Freelance consulting practice or fractional executive, owner/leader of a traditional business, small or large, or not-for-profit organization executive, can be viewed as an aspect of risk management strategy.

It is imperative for all business owners and leaders to carefully shape and defend their brand’s online image and ensure that all information presented is accurate and leaves viewers of your content with a positive impression, meaning, a portrayal that encourages credibility and trust.

Unflattering or outright negative content associated with your brand, as well as inaccurate info, has the potential to undermine or damage your organization’s credibility. It is therefore highly recommended that Freelancers and other business owners and leaders regularly assess all AI-generated and online mentions of their company and personal brand and verify the accuracy of the information found.

Take control of your online presence

Integral to a comprehensive marketing campaign is building a digital presence that illustrates the competence and credibility of the organization. Online reputation management is essential to defending that carefully curated image, whether you maintain a solopreneur consulting practice, operate a small company, or lead a national or multi–national conglomerate. Failing to take defensive action and waiting until negative content has become an embarrassing crisis may cause an unfortunate outcome that stains your own or your company’s reputation.

Inspection tours are the how you’ll discover inaccurate information and/or negative content. Inspecting the search engines is Step One of your mission to defend and, if necessary, correct online information pertaining to you and your organization. Learning where and how to locate, edit, or suppress content that is untrue or unflattering is the most important step of restorative crisis communications activity. Proactive monitoring and strategic content creation will be central to maintaining control of your online image. The presence of negative content, which may include customer reviews and other user-generated content, can have a direct effect on company reputation and sales revenue: Approximately 94% of customers report that a negative merchant review on a review site persuaded them to avoid doing business with that merchant.

Step Two of your brand defense is the actual defensive action, where you may simply update information to correct what appears sites like Yelp or Google. More thought and time will be necessary if you discover content that is inaccurate and perhaps also misleading; in these cases, you may decide that a substantive reset of your brand narrative is in order. Your best defensive action will be to create and publish relevant, high-quality content that is capable of enhancing your online authority and burying the harmful content by pushing it further down in search rankings.

Google search operators

Re: your search engine inspection tours in most cases, a Google or Bing search of the brand will surface a comprehensive list of brand mentions. However, a more thorough search might locate additional content that you can review and if you discover incorrect information or harmful material on less popular search engines or on online communities, you can explore how to make corrections and/or counteract negative content with a post or two that displays your authority and integrity.

To take a deeper dive and search for potentially harmful content that might otherwise go unnoticed., you’ll be pleased to find that Google’s search capabilities extend far beyond entering a name into the search bar to see what appears. Dipping into advanced search operators will broaden your scope and, if it exists, may help you to locate negative content that does not appear in a traditional search.

To find what may be hiding in the shadows, launch an exact match search by placing your name in quotation marks (e.g., “John Smith” or “The Best Company”) to specify search results to that unique name and eliminate unwanted mentions. To further refine search results, you can exclude irrelevant pages using the minus sign. for example, searching for “The Best Company” -Instagram removes Instagram results and help your mission to dig up potentially damaging content pertaining to your brand that may be posted on less visible sites.

Furthermore, a site-specific search can help when you suspect that a particular domain features negative information about your brand. Typing the site domain address, followed by a colon and your company name will produce only results from that chosen site. It is also useful to search variations of your name, for example, “J. Smith” or “Best Company;” — subtle changes could possibly bring up mentions that do not appear in the traditional searches.

Set-up Google Alerts for ongoing monitoring

It is wise to be vigilant and regularly monitor your name online, to prevent damage before it spreads. Google Alerts is a free tool that notifies you whenever new content is indexed and includes your name. To get started, visit Google Alerts and enter your full name and company name along with relevant variations (e.g. “Jane Smith” or “Jane K. Smith”). Use quotation marks to ensure your alert captures the exact phrase. Then click “show options” to select how frequently you’d like to receive alerts —the “as-it-happens” option is best for reputation management. Set alerts to receive notification of name mentions and be sure to correct inaccuracies and gratuitously negative content. Counteract what is negative with relevant and compelling content that can potentially suppress unflattering narratives.

You can also filter alerts by geographic location and type of content, such as blogs, news articles, or discussions. Finally, enter your email address to start receiving updates. These alerts act as a digital early warning system. You’ll know immediately if a new piece of content starts gaining traction — giving you time to prepare a response or counter-strategy. Staying visible online requires more than awareness — it demands consistency and strategy.

  • Monitoring social mentions and online discussions

Negative content is known to more frequently begin on nontraditional search engines. Social media platforms, forums and blog comments can amplify by way of the metaverse effect and damage to your brand image can spread quickly—even as it never appears in traditional search results.

To really scrutinize your online presence, investing in the services of a social listening site such as EmbedSocial or AgoraPulse will detect online conversations that mention your name and your company name across blogs, Twitter, Facebook, YouTube, media outlets and more. Social listening platforms also provide sentiment analysis, an excellent feature that distinguishes between harmless chatter and attacks on your brand reputation. Most social listening platforms are a paid service but if a free solution will be more appropriate for you at this time, consider Talkwalker Alerts (by HootSuite). Incidentally, Talkwalker provides more extensive web and social listening coverage than Google Alerts and is easy to integrate into your workflow.

Finally, make a point to investigate online communities like Reddit and Quora. These platforms typically feature informal discussions and some have been known to quickly go viral. Get your investigation started with a targeted search— reddit.com:The Best Company to uncover mentions that might not appear on Bing or Google. Knowing what’s being said about you when you’re not in the room lets you know who your friends are and also gives you the opportunity to respond with a brand image defensive strategy.

Thanks for reading,

Kim

Image: © Behnaz Farahi. Gaze to the Stars, an installation created by Behnaz Farahi, Assistant Professor at the MIT Media Lab at the Massachusetts Institute of Technology in Cambridge, MA. Gaze to the Stars was displayed on the MIT Great Dome December 2024-March 2025.

Technology / Office , , , , , , , , Leave a comment

Future-Proof Your Business NOW

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Freelancer friend, when did you last update—upgrade—your office technology? If it’s been more than five years since you’ve purchased hardware or software to modernize and optimize your company technology, let the warning bell ring and signal that it’s time to re-think your tech capabilities. While you’re at it, you can also research security solutions to defend your company against cyberattack. It is time to put on your strategic planning hat and future-proof your IT systems.

Think about it—if positioning yourself as a thought leader is an element of your marketing strategy, you cannot fully inhabit that role when the organization you lead is limping along on a seriously outdated, inadequate, IT infrastructure. Cyberthreats have become increasingly brazen and persistent, from high-profile data breaches to incursions into everyday life, such as a recent email that was sent to me by an alleged employee of an organization that has a name and email address similar to a company with whom I do business. The email message requested that I sign and return the attached “vendor contract and forms.” That message was the inspiration for this post (and it’s been deleted).

Updating and upgrading the technology that runs the business is an element of your risk management strategy and intended to protect your business by eliminating vulnerabilities. An updated IT system will bring many benefits to how you do business, including support of agile business practices, enabling operational efficiencies and facilitating a seamless and pleasing experience that not only keeps your customers coming back, but also inspires them to refer your company to their friends. Using the right technology is an affirmation of your brand promise.

So, whether it’s to strengthen IT security measures, or streamline business operations and enhance customer service and customer experience protocols, it will benefit you to rethink how you can optimize your use of technology, a reimagining that will likely cause you to consider Artificial Intelligence tools, cloud-based solutions marketing automation (which is now AI-powered) and customer relations management software.

Surrendering to avoidance behavior that makes you shy away from investing time and thought to considering goals you might pursue over the next 12-36 months or so, as well as researching potential tech solutions that are capable of supporting those goals, is costing you more than you think. The longer you plod along with outdated IT systems that no longer adequately serve your business, no matter that they’ve become familiar and comfortable, represents a risk—to the security of your data and to your ability to operate in an agile and efficient manner, for starters. Keeping up with Microsoft or Apple updates can only help so much—they are band-aids, a helpful short-term fix but not a comprehensive IT solution. Modernizing the technology that enables your business to function is not to be confused with buying the coolest and newest mobile phone. Your IT system is not a vanity project.

What technology does a Freelance consultant need?

Freelancers and other small business owners need hardware and software that serves both front-end (user facing) and back end functions (data management, processing, storage). A well thought-out IT strategy will function as a roadmap that outlines your technology needs and how to achieve them, including the budget and timeline. At top-of-mind must be that Freelancers are often in the B2B sector and work remotely; Work From Home demands a tech set-up that facilitates teamwork when team members are in different locations, maybe in different time zones, maybe on different continents.

Collaboration and communication tools that facilitate productivity and team cohesion are paramount for Freelancers and will include videoconferencing, team chat and project management. Also expected to be high on your IT shopping list will be AI tools and the hardware required to accommodate them and cloud-based solutions that will likely include CRM software, data protection and data retention.

A 2022 survey found that 61% of respondents whose companies upgraded their communication technology in the previous year primarily focused on streamlining processes, reducing costs, saving time and improving productivity to support the overall goal of making business operations more efficient. Those priorities will surely figure prominently in your IT upgrading decisions as well. Still, investing in customer experience tools has the potential to deliver tangible returns.

Let’s end with reassuring news—your IT upgrade needn’t be done all at once. The project can be structured to make it more affordable and manageable than you might expect in terms of time, money and decision-making stress. Your company’s IT infrastructure can be updated and upgraded step-by-step to replace obsolete equipment with modern solutions that align with your current strategies and will likely support your plans for future growth. Every wise and courageous action you take to move your company forward will deliver immediate benefits and also lay the groundwork for further progress.

Just remember that avoidance behavior will do you no favors and, in the end, will be more costly and stressful. Do yourself a favor and commit to starting the process within 30 days; if you’re in the midst of a big project, get started on your IT makeover within 30 days of wrapping things up. You will receive great satisfaction, among other rewards, by avoiding the drama of a hacking or other crises. The longer you put this off, the less control you’ll have over your time, money and satisfaction derived from your role as a company leader.

Thanks for reading,

Kim

Image: Courtesy Wikimedia Commons (1994)