Strategy · Systems · Stories Podcast

Old School Service, New School Tools with David Levine

David Levine joins Mike Montague to discuss how small businesses can use AI to strengthen customer relationships and create raving fans through old school service powered by new school tools.

Podcast episode 10 min read

Why AI Should Make Your Business More Human

There is a simple truth hiding inside all the AI noise right now, and it’s that technology changes, but human nature does not.

That line came from David Levine, author of Old School Service, New School Tools, during our conversation on the Human-First AI Marketing Podcast. It may be one of the clearest ways to think about AI for small and mid-sized businesses right now.

Your customers may use chatbots, search engines, online reviews, social media, and AI-generated answers to make decisions. They still want to feel seen, heard, respected, and helped. That is the whole game.

AI gives business owners and marketing directors a massive opportunity to improve customer experience, strengthen follow-up, earn more trust, and create raving fans. The magic happens when you use new-school tools to make old-school service easier to deliver.

Think of AI like a great service assistant in a busy neighborhood diner. It can remember orders, prep the ingredients, update the specials board, and remind you which regular loves extra pickles. The owner still walks the floor, smiles at customers, notices when someone had a rough day, and makes people feel like they belong there. That is the kind of AI strategy SMBs need.

1. AI should give you more time with customers

David’s big idea is refreshingly practical. Use AI to handle repetitive work faster so you can spend more time doing the human work your customers actually remember. That means picking up the phone. Visiting a client. Sending the thoughtful follow-up. Asking better questions. Listening when someone is frustrated. Thanking people in a way that feels personal.

David put it simply: AI can be a multiplier. It can help you get work off your plate so you can go “old school” where it counts, by talking to people, building relationships, and making customers feel valued.

For SMB owners, that is a huge insight. You probably do not need a larger tech stack as much as you need more capacity for the work that creates loyalty.

AI can help with:

  • Drafting customer follow-ups
  • Summarizing sales calls
  • Organizing feedback
  • Creating review requests
  • Building customer service response templates
  • Repurposing conversations into marketing content
  • Tracking next steps so no one falls through the cracks

The goal is to let AI prep the diner so your team can work the room.

2. Customer service is too small a category

David made an important distinction between customer service and customer experience.

Customer service usually sounds like a department. Customer experience is the whole relationship. It includes the sales conversation, the website, the onboarding process, the support ticket, the invoice, the follow-up email, the review request, and the feeling someone has after every interaction.

David shared that in his nearly 20 years running a brick-and-mortar business, he did not always have the biggest budget or the lowest prices. What he did have was an awesome customer experience, and that created raving fans.

That should make every SMB owner sit up a little straighter.

Big companies can outspend you. They can buy more ads, hire more people, and build fancier dashboards. Smaller businesses can win through experience. You can be easier to reach, faster to respond, more personal in your follow-up, and more sincere when something goes wrong.

AI can help you systemize that experience. It can help you notice patterns, capture customer language, and create consistency across the moments that matter.

3. Listening is still the best sales tool

One of David’s sharpest points was about salespeople. He said people often avoid salespeople because they feel sold to. When salespeople listen, they sell more.

That may sound basic, which is usually where the good stuff lives.

The best use of AI in sales is often the least flashy. Record the call with permission. Let AI summarize the conversation. Pull out the objections, goals, pain points, promised next steps, and language the customer actually used.

Then the salesperson can stay present during the conversation instead of mentally juggling notes, next questions, and follow-up tasks.

That matters because buyers can feel the difference between someone listening and someone waiting for their turn to pitch.

For marketing directors, this is gold. Those real sales conversations are full of content ideas, website copy, email topics, FAQs, sales enablement stories, and proof points. Your best marketing language is already hiding inside your customer conversations. AI can help you catch it.

4. Reviews are trust signals, and trust needs a steady rhythm

David shared a great story about a business that had terrible Yelp reviews and 1,000 glowing Google reviews. His conclusion was direct: that pattern did not build trust because it looked fake. He also warned against buying reviews and recommended asking for a small number of real reviews consistently, such as two or three per week. That is the kind of practical advice SMBs can use immediately.

A healthy review strategy is boring in the best way. Ask happy customers after positive interactions. Make it easy. Do it consistently. Respond with gratitude. Learn from the feedback.

Your review profile should look like a real business run by real people serving real customers. A few imperfect reviews can actually make the whole thing feel more believable. A perfect wall of suspicious praise can smell like gas station sushi.

AI can help here by drafting review requests, organizing testimonials, spotting common themes, and helping you repurpose customer praise into website copy, sales stories, and social proof.

The human move is asking sincerely. The AI move is making sure you remember to ask.

5. Bad reviews are moments of truth

David also shared one of the best uses of AI for business owners: responding to bad reviews when you are emotionally charged.

Anyone who owns or leads a business knows the feeling. A negative review lands, and your nervous system immediately grabs a tiny courtroom gavel. You want to defend yourself. You want to explain every detail. You want to win the comment section. That usually goes poorly.

David explained that AI can help you take a step back, draft a calmer response, de-escalate the situation, and invite the person into a more productive conversation.

That is Human-First AI Marketing in action. The AI does the emotional cool-down draft. The human chooses the sincere response.

For SMBs, this can protect your reputation. It can also protect your team from turning one unhappy customer into a public wrestling match. Nobody buys tickets to that match, and everyone leaves with popcorn on their shirt.

Here is a practical workflow:

  1. Paste the negative review into your AI tool.
  2. Ask it to summarize the customer’s concern without defensiveness.
  3. Ask for a calm, sincere response that takes responsibility where appropriate.
  4. Edit it in your real voice.
  5. Invite the person to continue the conversation privately.
  6. Review internally what system, communication, or expectation created the issue.

That last step matters. David talked about using postmortems when something goes wrong so the same problem does not keep repeating. That is how customer experience improves over time.

6. Follow-up should create value

David called out one of the most common lazy follow-up lines in business: “Just checking in.”

We have all sent it. We have all received it. It is the email equivalent of tapping someone on the shoulder while holding no useful information. David recommends using AI to create more customized, helpful follow-ups. This is a small shift with a big impact.

A better follow-up can include:

  • A recap of what the customer said mattered most
  • A useful resource based on the conversation
  • A reminder of the next step
  • A short answer to a question they asked
  • A relevant example from another customer story
  • A simple review request after a positive experience

The best follow-up feels like service. It proves you paid attention. AI can help you draft it faster. Your judgment keeps it useful.

7. Happy teams create better customer moments

David also connected employee experience with customer experience. He shared a simple example from his own business: he incentivized his team to earn reviews with a Keurig coffee machine, then kept the coffee and creamer coming as the reviews came in.

Tiny story. Big lesson. Your team creates the customer experience. They answer the questions, fix the issues, notice the frustration, and make the day better or worse. When your team feels supported, customers feel it.

AI can help employees by removing repetitive work, improving response quality, organizing customer information, and making follow-up easier. That creates more room for the team to do what humans do best: connect, empathize, solve, and serve.

This is where SMB leaders need to be thoughtful. AI adoption should make employees feel more capable. Give your team tools, training, prompts, examples, and permission to use AI responsibly. A better employee experience becomes a better customer experience.

8. Raving fans beat algorithms

Near the end of the episode, David said something every marketing director should write on a sticky note: raving fans beat AI any day of the week. That line gets to the heart of modern marketing. Yes, AI search matters. Yes, reviews matter. Yes, content matters. Yes, automation matters. Your reputation still travels through people.

A raving fan will recommend you in a group chat. They will defend you when someone asks for a referral. They will leave the review, forward the email, share the podcast, send the introduction, and come back again. AI can help you create more of those moments by making your business more responsive, consistent, and thoughtful. That is the real opportunity.

The Human-First lesson for SMBs

AI should help your business act more like the best version of itself. For Avenue9, this is the center of Human-First AI Marketing®. Start with your customers, your team, your voice, your stories, and your real service experience. Then use AI to amplify what already makes you worth choosing.

The diner still needs a great cook, a warm greeting, a clean counter, and someone who remembers the regulars. AI can help prep, organize, remind, draft, summarize, and scale the service rhythm. The heart of the place still comes from the people.

A simple action plan

If you want to apply David’s lessons this week, start with these five moves:

  1. Audit your customer experience. Look at your website, follow-up, sales process, support process, and review requests through your customer’s eyes.
  2. Create an AI-assisted review workflow. Ask two or three happy customers per week for honest reviews, and use AI to help draft simple requests.
  3. Build a bad-review response prompt. Give your team a calm, human-first process before emotions take over.
  4. Replace “just checking in.” Create follow-up templates that recap, help, and move the conversation forward.
  5. Capture customer conversations. Use transcripts from sales calls, onboarding, support, and testimonials to improve your messaging and content.

That is how you turn everyday service into scalable storytelling. At Avenue9, we help small and mid-sized businesses build Human-First AI Marketing® systems that capture real conversations, clarify brand voice, and turn customer trust into content, follow-up, and growth. If you want your AI tools to sound more like your business and less like a vending machine with Wi-Fi, reach out and let Avenue9 build your human-first marketing engine.

Questions people ask

What does “old school service, new school tools” mean?

Technology changes, but human nature does not. David Levine’s line captures it: customers use chatbots, reviews, and AI answers to decide, and they still want to feel seen, heard, respected, and helped. AI’s job is to make old-school service easier to deliver.

How can AI make a small business more human?

By handling the follow-up, the reminders, and the research that busy teams drop, so people have time and context for the moments that need a person. Done this way, AI strengthens customer experience and creates raving fans instead of replacing the humans who earn them.

Where should an owner start using AI in customer service?

With the gaps customers already feel: slow follow-up, inconsistent answers, forgotten details. Use AI to remember and prepare, then let a human deliver. That is Human-First AI Marketing® applied to service.

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