Keep customer data out of public tools

Module 3: The human side and your deal pack

Course outline

Quick check

Guess first, no penalty. Which one is safe to paste into a free public AI chat tool (one you signed up for yourself)?

A customer's signed contract, to summarize itAn export of 200 prospects from your CRM (the system that stores your deals), to write emails in bulkYour own notes about how you run a discovery call, with no customer names

The rest of this lesson is part of Learn Pro

The first module of every course is free. Learn Pro opens every lesson in every course for $10 a month. All JobRise tools stay free.