Solanasis Docs

ai-tool-utilization-map

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AI Tool Utilization Map

Last updated: 2026-04-13 Purpose: Track current vs. ideal usage of AI subscriptions to maximize ROI Review cadence: Monthly (during coaching sessions) Total monthly AI spend: ~200 + Codex 10 + Truly 6)

Utilization Summary

ToolMonthly CostCurrent UsageUtilization %Untapped Value
Claude Code (Max Plan)$200/moPrimary workhorse — skills, scripts, planning, research, document generation70%Daily outreach generation, coaching sessions, automated CRM updates
OpenAI Codex$20/moMinimal/unclear usage10%Cross-model code review, secondary executor for parallel tasks, alternative perspective on complex problems
Perplexity Pro~$20/moOccasional research20%Pre-call prospect research briefs, competitive intelligence before meetings, real-time market data for proposals
NotebookLMFreeIdle0%Audio briefings of ICP pain points before cold calling, podcast-style summaries of weekly coaching digests, playbook synthesis
Fireflies Pro$10/moMeeting transcription only30%Live Assist during calls (real-time suggestions), Sales Assist with custom knowledge base (objection handling), automated action item extraction
Truly Inbox~$15-30/moDomain warmup for solanasishq.com90%Being used correctly. Continue warmup until mail-tester 9+/10.
Google Workspace~$6/moEmail (solanasishq.com)80%Being used correctly. Cold outreach sending domain.

Tool-by-Tool Deep Dive

Claude Code (Max Plan — $200/mo)

  • Current workflows: Skill creation, script development, planning (ultra-plan/auto), research, document generation, code review
  • Untapped workflows:
    1. Daily outreach generation: Run generate_daily_outreach.py scripts from each pipeline, then use /cold-outreach to send. Could be a morning routine triggered by coaching session.
    2. Automated coaching sessions: The /gtm-coach skill (being built now) adds a structured weekly coaching cadence.
    3. CRM pipeline analysis: Write and run ad-hoc SupabaseClient queries to analyze pipeline health, conversion rates, stage distribution.
    4. Content creation: Draft LinkedIn posts, case studies, proposal sections based on actual client data.
  • Actions to activate: Run first /gtm-coach session. Set up a Monday morning outreach generation routine.
  • Integrations: Reads from Supabase CRM, sends via Brevo SMTP, logs to CRM, reads Fireflies transcripts via MCP.

OpenAI Codex ($20/mo)

  • Current workflows: Minimal/unclear
  • Untapped workflows:
    1. Cross-model code review: Submit Claude Code’s script output to Codex for a second opinion. Catches blind spots.
    2. Parallel task execution: When Claude Code is running a long task, use Codex for independent work (research, quick edits).
    3. Alternative approach generation: For strategic decisions, get Codex’s take as a counterpoint to Claude’s recommendation.
  • Actions to activate: Next time a complex script is written, submit it to Codex for review. Track whether Codex catches issues Claude missed.
  • Integrations: No direct integration with other tools. Manual copy-paste workflow.

Perplexity Pro (~$20/mo)

  • Current workflows: Occasional ad-hoc research
  • Untapped workflows:
    1. Pre-call prospect research: Before every sales call, run: “What does [Company] do? Recent news? Key challenges? Compliance requirements?” Save as a 1-page brief.
    2. Competitive intelligence: “What are other fractional CISOs in Colorado charging? What services do they offer? How do they position?”
    3. Market trend monitoring: Weekly check on cybersecurity compliance trends, SMB IT spending, fractional executive market growth.
    4. Proposal research: When writing a proposal, research the prospect’s industry, competitors, and regulatory landscape.
  • Actions to activate: Before the Steve Balistreri call, run a Perplexity research brief on his company. Do the same for Scott Scharf. Make this a pre-call habit.
  • Integrations: Output feeds into Claude Code for email drafting, proposal writing, and coaching context.

NotebookLM (Free)

  • Current workflows: Not in use
  • Untapped workflows:
    1. Audio briefings before cold calling: Upload the ICP pain briefs (from the cheat sheet) for each vertical. Generate a 10-minute audio summary. Listen during commute or before a calling block.
    2. Weekly coaching digest as audio: Upload the Sunday coaching digest. Generate audio version for Kindle or phone listening.
    3. Playbook synthesis: Upload 3-4 playbooks at once. Ask NotebookLM to synthesize the key points into a conversation. Great for internalizing strategy without reading 50 pages.
    4. Meeting prep: Upload previous meeting notes + prospect research. Generate a podcast-style briefing before the call.
  • Actions to activate: Upload playbooks/solanasis-icp-gtm-bridge-revenue-cheatsheet.md and coaching/outreach-strategy-2026-Q2.md to NotebookLM. Generate first audio briefing. Test whether listening to it changes call quality.
  • Integrations: Reads exported Markdown files. Output is audio for passive consumption.

Fireflies Pro ($10/mo)

  • Current workflows: Meeting transcription
  • Untapped workflows:
    1. Live Assist: Enable real-time AI suggestions during calls. Fireflies can surface relevant information, suggest responses, and provide talking points based on the conversation. Requires: Live Assist toggle ON in Fireflies settings.
    2. Sales Assist knowledge base: Create a custom knowledge base with:
      • Solanasis objection responses (from cold email playbook’s “Pushback Pocket Card”)
      • ICP pain points per vertical (from cheat sheet)
      • Pricing and packaging (from About Solanasis)
      • Competitor comparisons (from GTM playbook) Fireflies will surface relevant KB entries during live calls when prospects raise objections.
    3. Automated action item extraction: Fireflies can auto-extract action items from meeting transcripts. Enable this and pipe results into the coaching action items tracker.
  • Actions to activate:
    1. Enable Live Assist in Fireflies settings (5 min)
    2. Create Sales Assist KB with objection responses from playbooks/solanasis-cold-email-outbound-master-playbook-2026.md pushback section (30 min)
    3. Enable auto-action-item extraction (5 min)
  • Integrations: Transcripts readable via Fireflies MCP in Claude Code. Action items could feed into coaching system.

Truly Inbox (~$15-30/mo)

  • Current workflows: Domain warmup for solanasishq.com (active, working correctly)
  • Status: Being used at appropriate capacity. Continue warmup until mail-tester score reaches 9+/10.
  • Dependency: DMARC fix is prerequisite for sending real emails. Once DMARC is fixed and warmup is complete, Truly Inbox’s role shifts to ongoing deliverability monitoring.

Google Workspace (~$6/mo)

  • Current workflows: Email (solanasishq.com cold outreach domain), calendar, basic productivity
  • Status: Being used at appropriate capacity. Primary cold outreach sending domain.
  • Note: solanasis.com (primary business domain) is separate. solanasishq.com is dedicated to cold outreach to protect primary domain reputation.

Integration Map

Describe the ideal end-to-end workflow:

Perplexity (prospect research)
    -> Claude Code (email drafting via /cold-outreach)
        -> Brevo SMTP (sending with jitter)
            -> Supabase CRM (logging)

NotebookLM (audio briefing before calls)
    -> Fireflies (live transcription + Sales Assist during call)
        -> Claude Code (post-call action items + CRM update)
            -> /gtm-coach (weekly review of all activity)
                -> Weekly Coaching Digest (Sunday synthesis)

Monthly ROI Audit Template

A checklist to run monthly:

  • Claude Code: How many outreach emails were drafted/sent this month?
  • Codex: Was it used for any code review? How many issues caught?
  • Perplexity: How many pre-call briefs were generated? Did they improve call quality?
  • NotebookLM: How many audio briefings created? Were they listened to?
  • Fireflies: Is Live Assist enabled? Is Sales Assist KB populated? How many action items auto-extracted?
  • Truly: What is the current mail-tester score? Is warmup progressing?
  • Total AI spend vs. revenue generated with AI assistance

References

  • ../playbooks/real-time-sales-coaching-playbook.md
  • ../playbooks/solanasis-icp-gtm-bridge-revenue-cheatsheet.md
  • ./outreach-strategy-2026-Q2.md
  • ../playbooks/solanasis-cold-email-outbound-master-playbook-2026.md

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