Julie Builds/Field Notes
Tools

The AI tools I actually use to sell

A rundown after three years of testing, from someone who is still carrying a number.

By Julie · @juliethebuilder · Updated 2026

I have spent 25 years in sales, and the last 12 building my own book of business and keeping it independent. That book is still active today. For the last three or four years, AI has quietly become part of how I run the whole thing solo. Not as a magic money button, and not because a guru told me to. Because I am one person doing the work of a small team, and I needed the leverage.

Why I started using AI in the first place

Every hour you spend on admin is an hour you are not in front of a buyer. Nobody hands you those hours back. AI was the first thing that actually returned some of them.

The tools I use, and what each one does

I keep the stack small on purpose. Collecting tools is a hobby, not a business. Here is what earns its place, organized by the job it does.

Writing and content

What I use it for: first drafts of newsletters, captions, and client follow-ups, so I am never staring at a blank page. I still rewrite everything in my own voice, because the whole brand is that it sounds like me.

My tool: Claude. It writes the rough draft, I make it mine.

Research and call prep

What I use it for: prepping for a sales call, summarizing a long document, or getting up to speed on a prospect fast. It turns two hours of digging into fifteen minutes.

My tool: Claude again. Same tool doing double duty, which is the point of a small stack.

Admin, inbox, and the boring stuff

What I use it for: cleaning up my inbox, drafting the reply I keep putting off, and turning messy call notes into something usable. This is the quiet work that eats a solo business, and it is where the leverage shows up first.

My tool: Google and Gmail, using what is already built into the tools I live in all day.

Design

What I use it for: quick graphics, thumbnails, and cleaning up images without hiring a designer for every little thing.

My tool: Canva.

What AI did not fix

Here is the other side. AI has not closed a single deal for me. It does not build trust, it does not pick up the phone, and it cannot have the conversation where a client decides they believe in you. It will also make things up with total confidence, so I never let it near a fact or a number without checking.

The relationship is still the business. AI just clears the busywork so you have more time and energy for the relationship.

If you are hoping AI means you never have to sell or talk to people again, it does not. If you want AI to give one person the reach of a small team, it absolutely does.

How I would start if I were you

That is the whole method. Small stack, real tasks, your judgment on top.

Want the rest of the playbook?

Grab The Free Agent Checklist free: 12 moves to independent income you actually own, plus what building a book of business looks like week to week.

FAQ

What AI tools do you actually use to run a small business?

A small stack: Claude for writing and research, Google and Gmail for admin, and Canva for design. The point is not to collect tools, it is to remove the tasks that keep a solo owner up at night.

Do you need AI to start an independent business after 40?

No. You need a clear offer and people to sell it to. AI just gives one person the leverage of a small team, so you can spend your hours on the work only you can do.

Is AI worth it for a one-person business?

Yes, if you use it to buy back time on repetitive work like drafting, research, and admin. It is not worth it as a replacement for judgment, relationships, or actually talking to your customers.