• The Workbook
  • Posts
  • “I messed up the client meeting...” 🫠

“I messed up the client meeting...” 🫠

Never show up unprepared again

August 14, 2025

Hey! It’s a busy week here at Miss Excel HQ. 💻 We’re hosting a brand new free AI training and have been working hard to make this class one of our best yet!   

If you're tired of spending hours on tasks that AI could handle in minutes, this is for you. I'll show you how to use tools like ChatGPT to save you tons of time (and avoid future headaches 😉). 

One hour with me = countless hours saved later. I got you. 💚

Never Be Unprepared at a Client Meeting Again 🙇

POV: It’s a Monday morning, and you’re in a client meeting when they casually drop, “So, what did you think about our major announcement last week?” 

Oh boy. 🙃

If you'd kept up with the company’s news, you'd know what to say. But because you didn’t have the time to Google every acquisition and product launch, you’re doing the awkward “Oh yes, that announcement…” tap dance. 

Enter: ChatGPT. Here’s how to set it up to search for headlines on your client and give you a tailored news report each morning: 

Step 1) Type the following prompt: ⏬

Step 2) All set. Now you’ll get your client’s company news first thing in the morning! 

And if you want weekly summaries at 8 AM instead of 9 AM daily? Just click on the task box and change the settings. Easy peasy. 

This is just one example of how you can use ChatGPT to schedule tasks. ChatGPT can also: 

  • Send you alerts when your dream company is hiring 

  • Remind you to review monthly expenses every 1st of the month

  • Deliver motivational messages every Monday (my favorite ✨)

The AI Class That’s Actually Working 

I got this message after launching my free, brand new AI training this week. These notes bring the biggest smile to my face and I always share them with my team! 

Messages like this are exactly why I created this class. It’s to help you cut through the confusing AI noise and give you step-by-step strategies that move the needle and save you hours of time. 

Clear, practical, and dare I say…fun? 👀

The Power of a Tiny Experiment 🧪

In 2020, I had a great 9–5 but kept daydreaming about something more. Should I become an entrepreneur? Teach Excel? Learn how to run a business on social media? 

I had all these ideas bouncing around in my brain, and part of me wanted to quit my job to figure it out. But making such a dramatic change without knowing if I'd thrive as a business owner felt risky. That's where life prototypes came in. 

Coined by Bill Burnett and Dave Evans in their book, Designing Your Life, life prototypes are a simple, low-stakes way to test whether a career switch or new lifestyle is right for you. The key is getting your hands dirty with a hands-on experience that gives you a taste of what that life would really be like.

For example, do more than just journal about your entrepreneurial dreams. Shadow someone who runs their own business for a day. 

Here are the prototypes I ran when building Miss Excel: 

  • I created a TikTok channel and posted an Excel tip. 

  • I made an Excel cheat sheet to share with my coworkers.

  • I spent my PTO building a simple Excel course. 

These life prototypes gave me insight into whether I’d actually enjoy building a business and community around Excel (spoiler: I did! 💚). The beauty of this approach is 1) it’s more efficient than overthinking and 2) if the experiment “fails,” you don't lose much. 

Your homework: If you're itching to try something new, design the smallest possible prototype to test that itch. What's one thing you could do to get data on whether it’s right for you?

Excited to see what you come up with! 🧪

Thanks for reading! Have you checked this out? There’s a Japanese artist who uses Excel to “paint” landscapes. When the Michelangelo of Microsoft Excel was asked why he didn’t use Microsoft Paint instead, he said Excel has “more functions and is easier to use.” I’ll let this comment sum up my thoughts on this: 🤣

Stay Exceling,

Kat