How I Use AI to Fix Onboarding & Prep for Investor Calls

Lightning Lessons

Practical skills & tools to accelerate your career

How I Use AI to Fix Onboarding & Prep for Investor Calls

Hosted by Katie Barnes and Linda Mutricy

101 students

What you'll learn

Turn messy founder notes to client onboarding flows with AI

Learn how to use AI to turn founder brain dumps into structured client onboarding flows inside Notion or your CRM.

Speed up investor prep with AI-powered QA

Discover how I use AI to audit and organize investor materials, saving founders hours during fundraising prep.

Avoid the biggest mistakes founders make with AI

Understand where AI helps (and hurts) most when building internal systems—so you don’t automate chaos.

Why this topic matters

Startups waste tons of time reinventing onboarding and scrambling during fundraising. As a fractional COO, I’ve learned where AI actually helps, not just in theory, but in the messy, internal workflows most teams avoid. This session gives you practical ways to use AI to save time, look sharp, and scale cleanly.

You'll learn from

Katie Barnes

Fractional COO helping startups fix internal chaos with clean systems & AI

I’m the founder of Rise & Optimize, a consulting practice that helps early-stage startups clean up their operations so they can scale faster with less chaos. With 14+ years in SaaS, fintech, and services, I’ve led ops across Sales, CS, Finance, and Fundraising. I now use AI to speed up onboarding design, build investor-ready systems, and reduce the drag that slows down scrappy teams. I love showing non-technical operators how AI can make internal work smoother without losing the human touch.